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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 %
Bank of Montreal
776
Bank of Montreal
Ontario, Canada
$9.7K 111,548 +16,598 +17%
EARNEST Partners
777
EARNEST Partners
Georgia
$9K 114
CHA
778
Carmichael Hill & Associates
Maryland
$9K 104
CFN
779
Cordasco Financial Network
Florida
$8K 95
DC
780
Darrow Company
Massachusetts
$8K 100 +100 New
PO
781
Private Ocean
California
$7K 92
ACA
782
Atlas Capital Advisors
Wyoming
$6.96K 84 +84 New
HWMA
783
Heritage Wealth Management (Arizona)
Arizona
$6.63K 80
ZB
784
Zions Bancorporation
Utah
$6K 67
FA
785
Financial Avengers
California
$6K 73 +1 +1%
OLVIG
786
Oliver Lagore Vanvalin Investment Group
Michigan
$6K 75 +55 +275%
CFO
787
CVA Family Office
Colorado
$5K 60
BWA
788
BDO Wealth Advisors
Florida
$5K 57
FHA
789
First Horizon Advisors
Tennessee
$5K 60 +49 +445%
UWM
790
Urban Wealth Management
California
$5K 62 +62 New
CHC
791
City Holding Co
West Virginia
$4K 43
WTA
792
Washington Trust Advisors
Massachusetts
$3K 36
IA
793
IFS Advisors
Kansas
$3K 48
FGAM
794
Financial Gravity Asset Management
Texas
$2.58K 1,494 +1,494 New
CAC
795
Certified Advisory Corp
Florida
$2K 22 -1,492 -99%
EAM
796
Eukles Asset Management
Ohio
$2K 30
RMC
797
Resources Management Corp
Connecticut
$2K 20
DWA
798
Delos Wealth Advisors
Texas
$2K 27 +1 +4%
SFO
799
Standard Family Office
South Dakota
$2K 25 +25 New
PFBT
800
Parkside Financial Bank & Trust
Missouri
$1K 15