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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.

New
Increased
Maintained
Reduced
Closed
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 %
EI
626
Ellevest Inc
New York
$122K +$14K +173 +13%
TWM
627
Tradition Wealth Management
Minnesota
$121K -$11.5K -143 -9%
SIS
628
Sound Income Strategies
Florida
$113K -$4.16K -52 -4%
SC
629
SouthState Corp
Florida
$110K +$7.81K +97 +8%
IFAM
630
Institutional & Family Asset Management
Colorado
$108K
NSIM
631
North Star Investment Management
Illinois
$103K +$41.2K +510 +67%
COCM
632
Charter Oak Capital Management
New Hampshire
$102K
KFI
633
Key Financial Inc
Pennsylvania
$101K
KPCM
634
Kings Point Capital Management
New York
$100K
TSWM
635
Tyler-Stone Wealth Management
Ohio
$98K +$98K +1,225 New
AWM
636
Accel Wealth Management
Iowa
$96K
RA
637
Rise Advisors
New York
$91.7K +$91.7K +1,141 New
CA
638
CoreCap Advisors
Michigan
$91K +$91K +1,130 New
SCA
639
Stonebridge Capital Advisors
Minnesota
$90K
WT
640
Whittier Trust
California
$90K
CT
641
Cambridge Trust
Massachusetts
$86K +$86K +1,069 New
SCA
642
Snowden Capital Advisors
New York
$85K +$85K +1,069 New
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$67.5K -842 -45%
BEI
644
Benjamin Edwards Inc
Missouri
$84K +$65.2K +807 +346%
BWP
645
Baldwin Wealth Partners
Massachusetts
$82K
QCG
646
Quadrant Capital Group
Ohio
$82K +$5.12K +64 +7%
KTC
647
Kistler-Tiffany Companies
Pennsylvania
$80K
UB
648
UMB Bank
Missouri
$76K +$76K +942 New
BWM
649
Baystate Wealth Management
Massachusetts
$75K -$6.12K -76 -8%
TCOV
650
Trust Company of Vermont
Vermont
$74K +$74K +919 New