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W.P. Carey

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M
Name Market Value Shares Shares
Change
Shares
Change %
AIM
801
Alhambra Investment Management
Florida
-2,795 Closed
DTL
802
Dynamic Technology Lab
Singapore
-2,792 Closed
CFA
803
Cahill Financial Advisors
Minnesota
-2,307 Closed
SQA
804
Simon Quick Advisors
New Jersey
-1,054 Closed
IF
805
Ironwood Financial
Arizona
-962 Closed
MA
806
MCF Advisors
Kentucky
-891 Closed
PMFA
807
Plante Moran Financial Advisors
Michigan
-703 Closed
GEA
808
Glen Eagle Advisors
New Jersey
-416 Closed
GKWIM
809
Gerber Kawasaki Wealth & Investment Management
California
-378 Closed
SFP
810
Sterling Financial Planning
New Jersey
-374 Closed
Credit Agricole
811
Credit Agricole
France
-373 Closed
OSAM
812
O'Shaughnessy Asset Management
Connecticut
-325 Closed
CPC
813
Consolidated Planning Corp
Georgia
-314 Closed
BMD
814
Better Money Decisions
New Mexico
-303 Closed
RIA
815
RPG Investment Advisory
California
-300 Closed
ADL
816
Asset Dedication LLC
California
-272 Closed
DOA
817
D'Orazio & Associates
Virginia
-258 Closed
RCA
818
Ranch Capital Advisors
Florida
-200 Closed
HI
819
Hudock Inc
Pennsylvania
-200 Closed
KIG
820
Kowal Investment Group
Wisconsin
-197 Closed
APWA
821
Atlas Private Wealth Advisors
New Jersey
-152 Closed
JPLA
822
Joseph P. Lucia & Associates
New York
-100 Closed
AW
823
Avion Wealth
Texas
-100 Closed
BC
824
Bartlett & Co
Ohio
-40 Closed
BCWM
825
Bartlett & Co Wealth Management
Ohio
-40 Closed