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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 %
MA
701
MUFG Americas
New York
$48K 592
PAG
702
Paladin Advisory Group
Iowa
$48K 598 +598 New
MA
703
Montag & Associates
Georgia
$46K 570
T
704
TCWP
Ohio
$46K 575 +575 New
CT
705
Cambridge Trust
Massachusetts
$44K 539 -508 -49%
HWA
706
HHM Wealth Advisors
Tennessee
$44K 545
EWM
707
Evermay Wealth Management
Virginia
$44K 550
WWM
708
Wolff Wiese Magana
California
$44K 540 +1 +0.2%
DGAM
709
Desjardins Global Asset Management
Quebec, Canada
$43K 537 -32 -6%
SFCL
710
Strengthening Families & Communities LLC
Massachusetts
$43K 532 -7 -1%
CTC
711
Central Trust Company
Missouri
$43K 530 +230 +77%
CSB
712
City State Bank
Iowa
$42K 518
TIM
713
Tortoise Investment Management
New York
$39K 477
JWM
714
Janiczek Wealth Management
Colorado
$39K 488 +140 +40%
GWA
715
Gibson Wealth Advisors
Texas
$36K 443
CM
716
Cornerstone Management
Georgia
$35.3K 437
HCP
717
Hexagon Capital Partners
Arkansas
$34K 424
TF
718
Tompkins Financial
New York
$33K 406 +1 +0.2%
CA
719
Clearstead Advisors
Ohio
$32K 402 -200 -33%
SN
720
Sittner & Nelson
Oregon
$32K 400
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K 396
DWA
722
Dougherty Wealth Advisers
Minnesota
$32K 400
QC
723
Quent Capital
New York
$32K 393 +393 New
TF
724
TimeScale Financial
Massachusetts
$28K 345
T
725
TOBAM
France
$27K 338 -249 -42%