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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 %
GB
626
Goepper Burkhardt
South Carolina
$222K 2,684
M
627
MOTCO
Texas
$222K 2,683 +2,683 New
TC
628
TownSquare Capital
Utah
$221K 2,667 +70 +3%
GCM
629
Gator Capital Management
Florida
$220K 2,660
CRWM
630
Castle Rock Wealth Management
California
$220K 2,715 +2,715 New
VA
631
Valmark Advisers
Ohio
$219K 2,646 -169 -6%
BWM
632
BCS Wealth Management
Tennessee
$219K 2,639 -100 -4%
PFO
633
Pathstone Family Office
New Jersey
$219K 2,636 +2,636 New
AAM
634
Ameraudi Asset Management
New York
$217K 2,620 +120 +5%
TC
635
Touchstone Capital
Pennsylvania
$216K 2,610 -12 -0.5%
XS
636
XR Securities
Illinois
$216K 2,606 +2,606 New
CC
637
Corton Capital
Ontario, Canada
$215K 2,596 +2,596 New
PAG
638
Private Advisory Group
Washington
$212K 2,554
FT
639
Fiduciary Trust
Massachusetts
$212K 2,554 +2,554 New
NIM
640
NuWave Investment Management
New Jersey
$211K 2,551 +295 +13%
AA
641
Addison Advisors
Vermont
$209K 2,522 +2 +0.1%
Axa
642
Axa
France
$208K 2,506 +2,506 New
JF
643
JSF Financial
California
$207K 2,498
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$207K 2,500
CCA
645
Checchi Capital Advisers
California
$207K 2,316 +2,316 New
DSN
646
D. Scott Neal
Kentucky
$206K 2,490
EIP
647
Ellis Investment Partners
Pennsylvania
$205K 2,483
TC
648
Titleist Capital
Texas
$203K 2,448 +2,448 New
WPP
649
Whalerock Point Partners
Rhode Island
$201K 2,425 +2,425 New
FLI
650
Family Legacy Inc
South Carolina
$201K 2,442 +2,442 New