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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 %
WT
676
Washington Trust
Rhode Island
$86K 1,058 +290 +38%
BBHC
677
Brown Brothers Harriman & Co
New York
$81K 1,000
BWP
678
Baldwin Wealth Partners
Massachusetts
$81K 1,000
KTC
679
Kistler-Tiffany Companies
Pennsylvania
$79K 974
UB
680
UMB Bank
Missouri
$75K 923
BWM
681
Baystate Wealth Management
Massachusetts
$75K 924 +12 +1%
MA
682
MCF Advisors
Kentucky
$72K 891 +891 New
FDCDDQ
683
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.7K 887
MWC
684
MBM Wealth Consultants
Missouri
$71K 879 +252 +40%
PGAM
685
Princeton Global Asset Management
New Jersey
$70K 869
TWA
686
TCI Wealth Advisors
Arizona
$69K 859
National Bank of Canada
687
National Bank of Canada
Quebec, Canada
$67K 830 +248 +43%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$66K 817 -209 -20%
C
689
Covestor
United Kingdom
$66K 813 +226 +39%
CWM
690
Cedar Wealth Management
California
$65K 800
CWM
691
Curi Wealth Management
North Carolina
$64K 800
AWM
692
Avior Wealth Management
Nebraska
$63K 786 +134 +21%
AS
693
Altshuler Shaham
Israel
$60K 738 -55 -7%
HNWAG
694
High Net Worth Advisory Group
Florida
$60K 747
SBL
695
Sargent Bickham Lagudis
Colorado
$60K 747 +7 +0.9%
TWC
696
TD Waterhouse Canada
Ontario, Canada
$59.3K 703 +325 +86%
HWA
697
Heritage Wealth Advisors
Virginia
$57K 704
CAL
698
Capital Analysts LLC
Pennsylvania
$52K 639 +211 +49%
PCG
699
Private Capital Group
Connecticut
$51K 621 -14 -2%
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K 631 +631 New