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W.P. Carey

792 hedge funds and large institutions have $9.34B invested in W.P. Carey in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 379 increasing their positions, 205 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-13
Holders Change %
-1.61%
% of All Funds
13.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
82
Increased
379
Reduced
205
Closed
86
Calls
$73.5M
Puts
$39.9M
Net Calls
+$33.5M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
676
Whittier Trust
California
$77K
MAM
677
Meeder Asset Management
Ohio
$73K +$12.1K +176 +20%
GI
678
Gradient Investments
Minnesota
$72K +$58.1K +852 +418%
BCMLT
679
Beacon Capital Management LLC (Tennessee)
Tennessee
$71K +$18.7K +231 +36%
CTC
680
Central Trust Company
Missouri
$69K +$16K +235 +30%
KTC
681
Kistler-Tiffany Companies
Pennsylvania
$68K
AWM
682
Avior Wealth Management
Nebraska
$68K +$12.7K +187 +23%
QT
683
Quantbot Technologies
New York
$66K -$457K -6,696 -87%
NIM
684
NuWave Investment Management
New Jersey
$64K -$115K -1,674 -64%
SCA
685
Stonebridge Capital Advisors
Minnesota
$64K -$12.5K -184 -16%
TFS
686
TrustCore Financial Services
Tennessee
$64K +$64K +935 New
BTI
687
Blue Trust Inc
Georgia
$62K +$4.61K +57 +8%
PGAM
688
Princeton Global Asset Management
New Jersey
$61K
EC
689
EdgeRock Capital
Colorado
$59K +$59K +867 New
National Bank of Canada
690
National Bank of Canada
Quebec, Canada
$58K -$1.11K -16 -2%
CWM
691
Castle Wealth Management
Florida
$57K +$57K +817 New
HWA
692
Heritage Wealth Advisors
Virginia
$56.1K
BWP
693
Baldwin Wealth Partners
Massachusetts
$56K -$14K -204 -20%
CWM
694
Cedar Wealth Management
California
$56K
T
695
TOBAM
France
$55K -$25.9K -381 -32%
Bank Julius Baer & Co
696
Bank Julius Baer & Co
Switzerland
$55K -$953 -14 -2%
WFA
697
Wipfli Financial Advisors
Wisconsin
$55K +$55K +795 New
BC
698
Barrett & Company
Rhode Island
$54.9K +$54.9K +717 New
SBL
699
Sargent Bickham Lagudis
Colorado
$53K +$410 +6 +0.8%
CSPAM
700
Cary Street Partners Asset Management
Virginia
$53K +$53K +775 New