WPC icon

W.P. Carey

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M
Name Market Value Shares Shares
Change
Shares
Change %
VHAM
601
Van Hulzen Asset Management
California
$249K 3,004 +249 +9%
TPA
602
Trivium Point Advisory
Connecticut
$248K 3,057 -2,170 -42%
CFD
603
Creative Financial Designs
Indiana
$248K 2,991 -40 -1%
OFS
604
OneAscent Financial Services
Alabama
$246K 2,928 +2,928 New
LB
605
Leo Brokerage
Texas
$245K 2,956 +2,956 New
Allspring Global Investments
606
Allspring Global Investments
North Carolina
$244K 2,958 -19,481 -87%
WAM
607
Walker Asset Management
Missouri
$244K 2,949 +113 +4%
AIA
608
Arrow Investment Advisors
Maryland
$243K 2,938 -361 -11%
AAS
609
Annex Advisory Services
Wisconsin
$242K 2,926
FPAS
610
Focus Partners Advisor Solutions
Missouri
$237K 2,862 -353 -11%
CCA
611
Conestoga Capital Advisors
Pennsylvania
$236K 2,850
CAMV
612
Concord Asset Management (Virginia)
Virginia
$234K 2,830 +324 +13%
HL
613
HeadInvest LLC
Maine
$233K 2,814
EWM
614
EPG Wealth Management
Georgia
$233K 2,815 +29 +1%
LWP
615
Legacy Wealth Planning
Nevada
$232K 2,799 -320 -10%
AFO
616
Allie Family Office
Florida
$232K 2,800 +2,800 New
PA
617
Prism Advisors
California
$231K 2,791
CSPIA
618
Cary Street Partners Investment Advisory
Virginia
$231K 2,788 +2,788 New
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$230K 2,772 +2,772 New
PWPS
620
Pinnacle Wealth Planning Services
Ohio
$229K 2,769 +280 +11%
WF
621
Welch & Forbes
Massachusetts
$228K 2,760
HI
622
Harbour Investments
Wisconsin
$228K 2,747 +2,747 New
HH
623
Hilltop Holdings
Texas
$228K 2,749 +2,749 New
FDCDDQ
624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K 2,722 +1,835 +207%
FPS
625
Fieldpoint Private Securities
Connecticut
$225K 2,715 +55 +2%