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W.P. Carey

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M
Name Market Value Shares Shares
Change
Shares
Change %
OF
701
Outfitter Financial
Maine
$25K 300 +300 New
LWA
702
Lenox Wealth Advisors
New York
$23K 286 -12 -4%
NIM
703
NuWave Investment Management
New Jersey
$22K 270 -2,165 -89%
BWM
704
BerganKDV Wealth Management
Minnesota
$21K 260 +3 +1%
DAM
705
Delta Asset Management
Tennessee
$21K 260 +200 +333%
FFA
706
Freedman Financial Associates
Massachusetts
$20K 240
IRC
707
Investors Research Corp
Georgia
$19K 232
CWA
708
Core Wealth Advisors
Florida
$18K 225
RG
709
Retirement Group
California
$17K 205 +205 New
GI
710
Gradient Investments
Minnesota
$16K 190
EL
711
EMFO LLC
Florida
$16K 200
CNBTD
712
Citizens National Bank Trust Department
Mississippi
$16K 195 +195 New
FFWM
713
Future Financial Wealth Management
Ohio
$16K 200 +200 New
ST
714
Smithfield Trust
Pennsylvania
$16K 200 +200 New
VRS
715
Virginia Retirement Systems
Virginia
$15.5K 189,500 +8,800 +5%
BFC
716
Bedel Financial Consulting
Indiana
$14K 175
BIA
717
Bell Investment Advisors
California
$13K 164 -57 -26%
Jones Financial Companies
718
Jones Financial Companies
Missouri
$13K 160
EWM
719
Endurance Wealth Management
Rhode Island
$13K 160
SFM
720
Signet Financial Management
New Jersey
$13K 164 +164 New
FP
721
Financial Perspectives
Minnesota
$13K 158
BAM
722
Byrne Asset Management
New Jersey
$12K 150 +150 New
NICM
723
Neo Ivy Capital Management
New York
$11K 134 +134 New
FCT
724
First Community Trust
Iowa
$9.85K 120 +120 New
EARNEST Partners
725
EARNEST Partners
Georgia
$9K 114