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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 %
CHA
676
Carmichael Hill & Associates
Maryland
$8K 104
SWM
677
Sugarloaf Wealth Management
Georgia
$8K 111 +1 +0.9%
Nisa Investment Advisors
678
Nisa Investment Advisors
Missouri
$7.23K 98,926 +8,107 +9%
JPLA
679
Joseph P. Lucia & Associates
New York
$7K 100 -100 -50%
ONST
680
Old North State Trust
North Carolina
$7K 90
CFN
681
Cordasco Financial Network
Florida
$7K 95
PO
682
Private Ocean
California
$7K 92
HNB
683
Huntington National Bank
Ohio
$7K 101 +100 +10,000%
AW
684
Avion Wealth
Texas
$7K 100 +100 New
WWM
685
Wagner Wealth Management
South Carolina
$6K 75 -420 -85%
BCA
686
Berman Capital Advisors
Georgia
$6K 90 +1 +1%
HWMA
687
Heritage Wealth Management (Arizona)
Arizona
$6K 80 +80 New
ZB
688
Zions Bancorporation
Utah
$5K 67 -17 -20%
FA
689
Financial Avengers
California
$5K 70 +1 +1%
FCA
690
FinTrust Capital Advisors
South Carolina
$5K 62 +1 +2%
BWA
691
BDO Wealth Advisors
Florida
$4K 57
DAM
692
Delta Asset Management
Tennessee
$4K 60
National Pension Service
693
National Pension Service
South Korea
$3K 36 -14,871 -100%
CHC
694
City Holding Co
West Virginia
$3K 43
BC
695
Bartlett & Co
Ohio
$3K 40 +40 New
BCWM
696
Bartlett & Co Wealth Management
Ohio
$2.96K 40 +40 New
WQ
697
Wealth Quarterback
New Jersey
$2K 21 -143 -87%
EAM
698
Eukles Asset Management
Ohio
$2K 30
DWA
699
Delos Wealth Advisors
Texas
$2K 26 +1 +4%
CAC
700
Certified Advisory Corp
Florida
$2K 22 +22 New