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W.P. Carey

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M
Name Market Value Shares Shares
Change
Shares
Change %
MA
626
MUFG Americas
New York
$43K 592 +92 +18%
MA
627
Montag & Associates
Georgia
$42K 570
LC
628
Lindbrook Capital
California
$42K 573
EWM
629
Evermay Wealth Management
Virginia
$40K 550 -200 -27%
HWA
630
HHM Wealth Advisors
Tennessee
$40K 545
SBL
631
Sargent Bickham Lagudis
Colorado
$38K 514 +7 +1%
SN
632
Sittner & Nelson
Oregon
$37K 500
TIM
633
Tortoise Investment Management
New York
$35K 477
AIL
634
AGF Investments LLC
Ontario, Canada
$34K 471 -21 -4%
HCP
635
Hexagon Capital Partners
Arkansas
$31K 424
CAL
636
Capital Analysts LLC
Pennsylvania
$31K 423 +55 +15%
GEA
637
Glen Eagle Advisors
New Jersey
$30.4K 416
TF
638
Tompkins Financial
New York
$30K 405 +405 New
CFA
639
Carroll Financial Associates
North Carolina
$29K 400
DWA
640
Dougherty Wealth Advisers
Minnesota
$29K 400
MWC
641
MBM Wealth Consultants
Missouri
$29K 402 +97 +32%
Credit Agricole
642
Credit Agricole
France
$27K 373
SFP
643
Sterling Financial Planning
New Jersey
$27K 374 +374 New
GKWIM
644
Gerber Kawasaki Wealth & Investment Management
California
$27K 378 +378 New
CAGAS
645
Capital Advisory Group Advisory Services
Minnesota
$25K 347
CBT
646
CoreFirst Bank & Trust
Kansas
$24K 330
OSAM
647
O'Shaughnessy Asset Management
Connecticut
$24K 325
SFA
648
Semmax Financial Advisors
North Carolina
$23K 316
CPC
649
Consolidated Planning Corp
Georgia
$23K 314 +314 New
RIA
650
RPG Investment Advisory
California
$22K 300