WPC icon

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
726
Montag & Associates
Georgia
$48K 570
QC
727
Quent Capital
New York
$46K 552 +159 +40%
CT
728
Cambridge Trust
Massachusetts
$45K 539
HWA
729
HHM Wealth Advisors
Tennessee
$45K 545
WWM
730
Wolff Wiese Magana
California
$45K 541 +1 +0.2%
JWM
731
Janiczek Wealth Management
Colorado
$45K 505 +17 +3%
CSB
732
City State Bank
Iowa
$43K 518
SFCL
733
Strengthening Families & Communities LLC
Massachusetts
$43K 532
MA
734
MUFG Americas
New York
$41K 500 -92 -16%
TIM
735
Tortoise Investment Management
New York
$40K 477
NFSG
736
Newbridge Financial Services Group
Florida
$40K 484 +484 New
GWA
737
Gibson Wealth Advisors
Texas
$37K 443
FWP
738
FAS Wealth Partners
Kansas
$37K 448 +448 New
CM
739
Cornerstone Management
Georgia
$36.2K 437
HCP
740
Hexagon Capital Partners
Arkansas
$35K 424
CIM
741
Chiron Investment Management
New York
$35K 425 +425 New
TF
742
Tompkins Financial
New York
$34K 406
PCG
743
Private Capital Group
Connecticut
$33K 388 -233 -38%
SN
744
Sittner & Nelson
Oregon
$33K 400
DWA
745
Dougherty Wealth Advisers
Minnesota
$33K 400
LWANC
746
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K 396
CA
747
Clearstead Advisors
Ohio
$33K 402
TF
748
TimeScale Financial
Massachusetts
$29K 345
SFA
749
Semmax Financial Advisors
North Carolina
$28K 316
FBC
750
Fairfield, Bush & Co
Connecticut
$27K 325 +325 New