WPC icon

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 %
UB
701
UMB Bank
Missouri
$52K -$12.8K -186 -20%
HNWAG
702
High Net Worth Advisory Group
Florida
$52K
CG
703
Cutler Group
California
$50K -$330K -4,853 -87%
SWM
704
Spire Wealth Management
Virginia
$49K -$59.5K -870 -55%
CAL
705
Capital Analysts LLC
Pennsylvania
$49K +$343 +5 +0.7%
EWA
706
EverSource Wealth Advisors
Alabama
$49K +$49K +711 New
BWM
707
Baystate Wealth Management
Massachusetts
$48K +$614 +9 +1%
MCM
708
McMillion Capital Management
North Carolina
$46K
HWA
709
HHM Wealth Advisors
Tennessee
$45K +$6.8K +99 +18%
TWC
710
TD Waterhouse Canada
Ontario, Canada
$44.1K -$8.58K -118 -16%
TCOV
711
Trust Company of Vermont
Vermont
$42K -$21K -306 -33%
AS
712
Altshuler Shaham
Israel
$42K -$135 -2 -0.3%
MA
713
Montag & Associates
Georgia
$40K
QC
714
Quent Capital
New York
$39K
RBC
715
Roble Belko & Company
Pennsylvania
$39K +$39K +571 New
RDFA
716
Ritter Daniher Financial Advisory
Ohio
$38K -$122K -1,772 -76%
SFCL
717
Strengthening Families & Communities LLC
Massachusetts
$38K +$955 +14 +3%
CSB
718
City State Bank
Iowa
$36K
MA
719
MUFG Americas
New York
$35K
AWM
720
Avondale Wealth Management
Texas
$34K +$34K +499 New
TIM
721
Tortoise Investment Management
New York
$33K
SIC
722
SJS Investment Consulting
Ohio
$33K +$33K +480 New
WWM
723
Wolff Wiese Magana
California
$31K -$6.28K -93 -17%
GWA
724
Gibson Wealth Advisors
Texas
$31K
CM
725
Cornerstone Management
Georgia
$30.5K