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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 %
MA
701
MCF Advisors
Kentucky
$74K 891
MAM
702
Meeder Asset Management
Ohio
$72K 872 -3,421 -80%
PGAM
703
Princeton Global Asset Management
New Jersey
$72K 869
TWA
704
TCI Wealth Advisors
Arizona
$71K 859
SWM
705
SeaCrest Wealth Management
New York
$71K 854 +854 New
BONH
706
Bank of New Hampshire
New Hampshire
$70K 845 +565 +202%
National Bank of Canada
707
National Bank of Canada
Quebec, Canada
$69K 835 +5 +0.6%
Bank Julius Baer & Co
708
Bank Julius Baer & Co
Switzerland
$67K 805 -498 -38%
HWA
709
Heritage Wealth Advisors
Virginia
$67K 804 +100 +14%
CWM
710
Curi Wealth Management
North Carolina
$66K 800
CWM
711
Cedar Wealth Management
California
$66K 800
AWM
712
Avior Wealth Management
Nebraska
$65K 796 +10 +1%
PFGIA
713
Patriot Financial Group Insurance Agency
Massachusetts
$64K 772 -45 -6%
CTC
714
Central Trust Company
Missouri
$63K 760 +230 +43%
HNWAG
715
High Net Worth Advisory Group
Florida
$62K 747
SBL
716
Sargent Bickham Lagudis
Colorado
$62K 754 +7 +0.9%
TWC
717
TD Waterhouse Canada
Ontario, Canada
$61.2K 709 +6 +0.9%
VRM
718
Vectors Research Management
New York
$59K 710 +710 New
BWM
719
Baystate Wealth Management
Massachusetts
$57K 681 -243 -26%
CAL
720
Capital Analysts LLC
Pennsylvania
$57K 694 +55 +9%
BTI
721
Blue Trust Inc
Georgia
$56K 695 +695 New
MCM
722
McMillion Capital Management
North Carolina
$54K 653 +653 New
BCMLT
723
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K 631
AAM
724
Advisors Asset Management
Colorado
$50K 606 -823 -58%
AS
725
Altshuler Shaham
Israel
$50K 609 -129 -17%