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W.P. Carey

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Market Value Shares Shares
Change
Shares
Change %
JWM
651
Janiczek Wealth Management
Colorado
$21K 285 +74 +35%
DOA
652
D'Orazio & Associates
Virginia
$19K 256 -69 -21%
BWM
653
BerganKDV Wealth Management
Minnesota
$19K 254 +4 +2%
FFA
654
Freedman Financial Associates
Massachusetts
$18K 240
CWA
655
Core Wealth Advisors
Florida
$17K 225 +100 +80%
FFG
656
Ford Financial Group
California
$17K 232 +232 New
JPLA
657
Joseph P. Lucia & Associates
New York
$15K 200 +100 +100%
CA
658
Clearstead Advisors
Ohio
$15K 200 +200 New
Federated Hermes
659
Federated Hermes
Pennsylvania
$14K 184 -344 -65%
RCA
660
Ranch Capital Advisors
Florida
$14K 200
GI
661
Gradient Investments
Minnesota
$14K 190
WQ
662
Wealth Quarterback
New Jersey
$13K 164 +164 New
BFC
663
Bedel Financial Consulting
Indiana
$13K 175 +175 New
EWM
664
Endurance Wealth Management
Rhode Island
$11K 160
APWA
665
Atlas Private Wealth Advisors
New Jersey
$11K 152
EARNEST Partners
666
EARNEST Partners
Georgia
$9K 114
CHA
667
Carmichael Hill & Associates
Maryland
$8K 104
SWM
668
Sugarloaf Wealth Management
Georgia
$8K 110 +2 +2%
MFG
669
Monumental Financial Group
Maryland
$8K 106 +106 New
RDWM
670
Red Door Wealth Management
Tennessee
$8K 112 +112 New
EFSCE
671
Enterprise Financial Services Corp (EFSC)
Missouri
$7K 89 -54 -38%
CFN
672
Cordasco Financial Network
Florida
$7K 95
ONST
673
Old North State Trust
North Carolina
$7K 90
PO
674
Private Ocean
California
$7K 92
Nisa Investment Advisors
675
Nisa Investment Advisors
Missouri
$6.78K 90,819 -1,544 -2%