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W.P. Carey

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
601
Ellis Investment Partners
Pennsylvania
$203K
TC
602
TownSquare Capital
Utah
$202K -$52K -646 -20%
IA
603
IFP Advisors
Florida
$202K +$485 +6 +0.2%
AWM
604
AllSquare Wealth Management
New York
$189K
VI
605
Vestcor Inc
New Brunswick, Canada
$187K -$28.7K -357 -13%
RDFA
606
Ritter Daniher Financial Advisory
Ohio
$187K
HDIM
607
Hanson & Doremus Investment Management
Vermont
$184K -$13.8K -172 -7%
IWP
608
IAG Wealth Partners
Wisconsin
$174K -$16.3K -202 -9%
AAM
609
Advisors Asset Management
Colorado
$174K -$160 -2 -0.1%
AA
610
Addison Advisors
Vermont
$172K +$109K +1,356 +174%
PA
611
Parallel Advisors
California
$170K -$4.57K -57 -3%
SSB
612
Sandy Spring Bank
Maryland
$169K -$26.8K -334 -14%
SIC
613
Salem Investment Counselors
North Carolina
$167K +$8.93K +111 +6%
FWM
614
Focused Wealth Management
New York
$165K +$1.12K +14 +0.7%
AIG
615
American International Group
New York
$163K -$4.26K -53 -3%
CI
616
Clal Insurance
Israel
$161K
KFS
617
Kelly Financial Services
Massachusetts
$146K
RIA
618
Richwood Investment Advisors
Ohio
$140K +$140K +1,739 New
HNB
619
Huntington National Bank
Ohio
$132K +$124K +1,548 +1,503%
LCM
620
Logan Capital Management
Pennsylvania
$131K
HS
621
Horan Securities
United States
$128K +$128K +1,592 New
CCM
622
Chilton Capital Management
Texas
$125K +$125K +1,556 New
PA
623
PSI Advisors
Florida
$124K
POIA
624
Pin Oak Investment Advisors
Texas
$123K
FMP
625
Financial Management Professionals
Texas
$122K