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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 %
PA
676
PSI Advisors
Florida
$125K 1,510
QCG
677
Quadrant Capital Group
Ohio
$124K 1,492 +376 +34%
FMP
678
Financial Management Professionals
Texas
$123K 1,483
TWM
679
Tradition Wealth Management
Minnesota
$123K 1,480
NSIM
680
North Star Investment Management
Illinois
$120K 1,450 +200 +16%
PFS
681
Prospera Financial Services
Texas
$109K 1,318 -566 -30%
IFAM
682
Institutional & Family Asset Management
Colorado
$109K 1,319
COCM
683
Charter Oak Capital Management
New Hampshire
$103K 1,243
KFI
684
Key Financial Inc
Pennsylvania
$102K 1,227
TSWM
685
Tyler-Stone Wealth Management
Ohio
$99K 1,200
AWM
686
Accel Wealth Management
Iowa
$98K 1,167
BBHC
687
Brown Brothers Harriman & Co
New York
$98K 1,187 +187 +19%
T
688
TOBAM
France
$97K 1,166 +828 +245%
EI
689
Ellevest Inc
New York
$96K 1,156 -25 -2%
RA
690
Rise Advisors
New York
$93K 1,118
CA
691
CoreCap Advisors
Michigan
$92K 1,107 +1,107 New
WT
692
Whittier Trust
California
$91K 1,100 -550 -33%
SCA
693
Stonebridge Capital Advisors
Minnesota
$91K 1,100
WT
694
Washington Trust
Rhode Island
$88K 1,058
BWP
695
Baldwin Wealth Partners
Massachusetts
$83K 1,000
FMTCOCP
696
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K 1,000 +1,000 New
KTC
697
Kistler-Tiffany Companies
Pennsylvania
$81K 974
UB
698
UMB Bank
Missouri
$77K 923
MWC
699
MBM Wealth Consultants
Missouri
$76K 907 +28 +3%
TCOV
700
Trust Company of Vermont
Vermont
$75K 900 +900 New