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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.

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 Market Value Shares Shares
Change
Shares
Change %
FDCDDQ
651
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.7K 887
PGAM
652
Princeton Global Asset Management
New Jersey
$71K 869
TWA
653
TCI Wealth Advisors
Arizona
$70K 859 +8 +0.9%
CWM
654
Cedar Wealth Management
California
$66K 800
TSW
655
Thompson Siegel & Walmsley
Virginia
$66K 800
AS
656
Altshuler Shaham
Israel
$66K 793 +793 New
CWM
657
Curi Wealth Management
North Carolina
$65K 800 +800 New
WT
658
Washington Trust
Rhode Island
$63K 768
SBL
659
Sargent Bickham Lagudis
Colorado
$61K 740 +226 +44%
HNWAG
660
High Net Worth Advisory Group
Florida
$61K 747 +747 New
HFM
661
Harvest Fund Management
China
$59K 722
HWA
662
Heritage Wealth Advisors
Virginia
$58K 704
RFA
663
Reilly Financial Advisors
California
$55K 672
JFA
664
JNBA Financial Advisors
Minnesota
$53K 643 -51 -7%
PCG
665
Private Capital Group
Connecticut
$53K 635 -1 -0.2%
AWM
666
Avior Wealth Management
Nebraska
$53K 652 +9 +1%
LC
667
Lindbrook Capital
California
$52K 638 +65 +11%
MWC
668
MBM Wealth Consultants
Missouri
$51K 627 +225 +56%
MAM
669
Mystic Asset Management
Rhode Island
$50K 615 +615 New
MA
670
MUFG Americas
New York
$49K 592
CA
671
Clearstead Advisors
Ohio
$49K 602 +602 New
CAM
672
CenterStar Asset Management
Illinois
T
673
TOBAM
France
$48K 587
National Bank of Canada
674
National Bank of Canada
Quebec, Canada
$48K 582 +582 New
C
675
Covestor
United Kingdom
$48K 587 +587 New