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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 %
CCA
651
Clearwater Capital Advisors
Illinois
$200K 2,413 +2,413 New
SAM
652
SignalPoint Asset Management
Missouri
$200K 2,417 +2,417 New
BOPW
653
Brandywine Oak Private Wealth
Pennsylvania
$200K 2,419 +2,419 New
SSB
654
Sandy Spring Bank
Maryland
$192K 2,315 -25 -1%
AWM
655
AllSquare Wealth Management
New York
$191K 2,300
BSB
656
Bangor Savings Bank
Maine
$191K 2,300 +2,300 New
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$189K 2,278
HDIM
658
Hanson & Doremus Investment Management
Vermont
$188K 2,271 -261 -10%
LC
659
Lindbrook Capital
California
$174K 2,105 +64 +3%
POIA
660
Pin Oak Investment Advisors
Texas
$174K 2,100 +600 +40%
PA
661
Parallel Advisors
California
$169K 2,045 -317 -13%
FWM
662
Focused Wealth Management
New York
$169K 2,042 +13 +0.6%
AIG
663
American International Group
New York
$164K 1,978 +1 +0.1%
SIC
664
Salem Investment Counselors
North Carolina
$162K 1,935
BEI
665
Benjamin Edwards Inc
Missouri
$158K 1,913 +319 +20%
SC
666
SouthState Corp
Florida
$157K 1,889 -456 -19%
HS
667
Horan Securities
United States
$152K 1,817 +67 +4%
KFS
668
Kelly Financial Services
Massachusetts
$148K 1,784
CI Investments Inc
669
CI Investments Inc
Ontario, Canada
$145K 1,750 -1,348 -44%
FF
670
FourThought Financial
Florida
$137K 1,650 -374 -18%
SIS
671
Sound Income Strategies
Florida
$135K 1,629 +265 +19%
LCM
672
Logan Capital Management
Pennsylvania
$133K 1,600
SWM
673
Spire Wealth Management
Virginia
$129K 1,553 -1,508 -49%
CCM
674
Chilton Capital Management
Texas
$127K 1,524 +1,524 New
HNB
675
Huntington National Bank
Ohio
$126K 1,517 -100 -6%