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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 %
JFA
751
JNBA Financial Advisors
Minnesota
$25K 300
HFM
752
Harvest Fund Management
China
$25K 302
BMD
753
Better Money Decisions
New Mexico
$25K 303 +303 New
AA
754
AlphaMark Advisors
Kentucky
$23K 280
BWM
755
BerganKDV Wealth Management
Minnesota
$22K 266 +3 +1%
SOW
756
State of Wyoming
Wyoming
$20K 238 +238 New
CWA
757
Core Wealth Advisors
Florida
$19K 225
C
758
Covestor
United Kingdom
$18K 212 -601 -74%
EL
759
EMFO LLC
Florida
$17K 200
RG
760
Retirement Group
California
$17K 205
ST
761
Smithfield Trust
Pennsylvania
$17K 200
TSW
762
Thompson Siegel & Walmsley
Virginia
$17K 203
GI
763
Gradient Investments
Minnesota
$17K 200 +10 +5%
CNBTD
764
Citizens National Bank Trust Department
Mississippi
$16K 195
SC
765
Siena Capital
Ohio
$15K 175
BIA
766
Bell Investment Advisors
California
$14K 167 +167 New
HFS
767
Heritage Financial Services
Massachusetts
$14K 180 +180 New
FP
768
Financial Perspectives
Minnesota
$13.1K 158
EWM
769
Endurance Wealth Management
Rhode Island
$13K 160
IHWM
770
Iron Horse Wealth Management
Iowa
$12K 150
BAM
771
Byrne Asset Management
New Jersey
$12K 150
CI
772
CX Institutional
Indiana
$12K 150 +150 New
MHR
773
Matthew Hamilton Rosenberg
$11K 129 +129 New
FCT
774
First Community Trust
Iowa
$10K 120
SWM
775
Sugarloaf Wealth Management
Georgia
$10K 116 +2 +2%