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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 %
BMD
651
Better Money Decisions
New Mexico
$22K 303
LS
652
Livforsakringsbolaget Skandia
Sweden
$22K 300
LWA
653
Lenox Wealth Advisors
New York
$22K 298 +12 +4%
CTC
654
Central Trust Company
Missouri
$22K 300 +300 New
ADL
655
Asset Dedication LLC
California
$20K 272 +272 New
AA
656
AlphaMark Advisors
Kentucky
$20K 280 +280 New
JWM
657
Janiczek Wealth Management
Colorado
$19K 260 -25 -9%
DOA
658
D'Orazio & Associates
Virginia
$19K 258 +2 +0.8%
BWM
659
BerganKDV Wealth Management
Minnesota
$19K 257 +3 +1%
FFA
660
Freedman Financial Associates
Massachusetts
$18K 240
BEI
661
Benjamin Edwards Inc
Missouri
$17K 228 +228 New
IRC
662
Investors Research Corp
Georgia
$17K 232 +232 New
CWA
663
Core Wealth Advisors
Florida
$16K 225
BIA
664
Bell Investment Advisors
California
$16K 221 +221 New
RCA
665
Ranch Capital Advisors
Florida
$15K 200
EL
666
EMFO LLC
Florida
$15K 200 +200 New
GI
667
Gradient Investments
Minnesota
$14K 190
KIG
668
Kowal Investment Group
Wisconsin
$14K 197 +197 New
HI
669
Hudock Inc
Pennsylvania
$14K 200 +200 New
BFC
670
Bedel Financial Consulting
Indiana
$13K 175
EWM
671
Endurance Wealth Management
Rhode Island
$12K 160
Jones Financial Companies
672
Jones Financial Companies
Missouri
$12K 160 +160 New
FP
673
Financial Perspectives
Minnesota
$11.5K 158 -298 -65%
APWA
674
Atlas Private Wealth Advisors
New Jersey
$11K 152
EARNEST Partners
675
EARNEST Partners
Georgia
$8K 114