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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 %
HNB
651
Huntington National Bank
Ohio
$131K 1,617
LCM
652
Logan Capital Management
Pennsylvania
$129K 1,600
BEI
653
Benjamin Edwards Inc
Missouri
$129K 1,594 +575 +56%
CAC
654
Certified Advisory Corp
Florida
$123K 1,514 +1,514 New
PA
655
PSI Advisors
Florida
$122K 1,510
POIA
656
Pin Oak Investment Advisors
Texas
$121K 1,500
TWM
657
Tradition Wealth Management
Minnesota
$120K 1,480
FMP
658
Financial Management Professionals
Texas
$120K 1,483
AAM
659
Advisors Asset Management
Colorado
$116K 1,429 -696 -33%
SIS
660
Sound Income Strategies
Florida
$110K 1,364 -19 -1%
IFAM
661
Institutional & Family Asset Management
Colorado
$107K 1,319
Bank Julius Baer & Co
662
Bank Julius Baer & Co
Switzerland
$105K 1,303 +1,303 New
DFCM
663
Dark Forest Capital Management
Puerto Rico
$104K 1,297 +860 +197%
NSIM
664
North Star Investment Management
Illinois
$101K 1,250
COCM
665
Charter Oak Capital Management
New Hampshire
$100K 1,243
MCC
666
Money Concepts Capital
Florida
$100K 1,238 +1,238 New
KFI
667
Key Financial Inc
Pennsylvania
$99K 1,227
DHGWA
668
Dixon Hughes Goodman Wealth Advisors
North Carolina
$99K 1,220 +1,220 New
KPCM
669
Kings Point Capital Management
New York
$98K 1,218
TSWM
670
Tyler-Stone Wealth Management
Ohio
$97K 1,200
AWM
671
Accel Wealth Management
Iowa
$96K 1,167
EI
672
Ellevest Inc
New York
$95K 1,181 -301 -20%
RA
673
Rise Advisors
New York
$90K 1,118
QCG
674
Quadrant Capital Group
Ohio
$90K 1,116 +112 +11%
SCA
675
Stonebridge Capital Advisors
Minnesota
$89K 1,100