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W.P. Carey

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M
Name Market Value Shares Shares
Change
Shares
Change %
AA
626
Addison Advisors
Vermont
$204K 2,520 +427 +20%
CAMV
627
Concord Asset Management (Virginia)
Virginia
$203K 2,506 +2,506 New
JF
628
JSF Financial
California
$202K 2,498
AAM
629
Ameraudi Asset Management
New York
$202K 2,500
TNBTD
630
Trustmark National Bank Trust Department
Mississippi
$202K 2,500
TSS
631
Two Sigma Securities
New York
$201K 2,489 -16,511 -87%
PWPS
632
Pinnacle Wealth Planning Services
Ohio
$201K 2,489 -20 -0.8%
DSN
633
D. Scott Neal
Kentucky
$201K 2,490
EIP
634
Ellis Investment Partners
Pennsylvania
$200K 2,483
PA
635
Parallel Advisors
California
$194K 2,362 +287 +14%
SC
636
SouthState Corp
Florida
$190K 2,345 +1,006 +75%
SSB
637
Sandy Spring Bank
Maryland
$189K 2,340 +277 +13%
AWM
638
AllSquare Wealth Management
New York
$186K 2,300
RDFA
639
Ritter Daniher Financial Advisory
Ohio
$184K 2,278
NIM
640
NuWave Investment Management
New Jersey
$182K 2,256 +1,986 +736%
IWP
641
IAG Wealth Partners
Wisconsin
$171K 2,118
LC
642
Lindbrook Capital
California
$165K 2,041 +1,403 +220%
FF
643
FourThought Financial
Florida
$164K 2,024 -1,024 -34%
FWM
644
Focused Wealth Management
New York
$164K 2,029 +15 +0.7%
AIG
645
American International Group
New York
$160K 1,977 -7 -0.4%
SIC
646
Salem Investment Counselors
North Carolina
$156K 1,935 -99 -5%
PFS
647
Prospera Financial Services
Texas
$152K 1,884 +1,884 New
KFS
648
Kelly Financial Services
Massachusetts
$144K 1,784
HS
649
Horan Securities
United States
$141K 1,750 +191 +12%
WT
650
Whittier Trust
California
$133K 1,650 +550 +50%