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 %
GIA
101
Gateway Investment Advisers
Ohio
$8.91M 107,566 +1,063 +1%
EVM
102
Eaton Vance Management
Massachusetts
$8.91M 107,495 -4,576 -4%
MDCM
103
Morgan Dempsey Capital Management
Wisconsin
$8.89M 107,342 +2,989 +3%
NC
104
Nicholas Company
Wisconsin
$8.7M 105,055
H
105
HoyleCohen
California
$8.63M 104,136 +559 +0.5%
ETC
106
Exchange Traded Concepts
Oklahoma
$8.62M 104,013 -31,238 -23%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$8.58M 103,875 +15,400 +17%
Macquarie Group
108
Macquarie Group
Australia
$8.51M 99,056 -21,122 -18%
SHA
109
Seneca House Advisors
Virginia
$8.42M 101,564 +554 +0.5%
GC
110
Guggenheim Capital
Illinois
$8.32M 100,457 +38,362 +62%
AF
111
Allworth Financial
California
$8.3M 100,212 -693 -0.7%
AAF
112
Andra AP-fonden
Sweden
$8.08M 97,500 +97,500 New
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$7.98M 96,298 +5,387 +6%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$7.98M 96,265 -4,664 -5%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$7.9M 95,380 +27,885 +41%
IMRF
116
Illinois Municipal Retirement Fund
Illinois
$7.84M 94,668 +90,810 +2,354%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$7.63M 92,042 +12,361 +16%
HF
118
HRT Financial
New York
$7.6M 91,749 +56,995 +164%
Victory Capital Management
119
Victory Capital Management
Texas
$7.49M 90,340 +588 +0.7%
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$7.31M 88,240 +24,806 +39%
EE
121
EWG Elevate
California
$7.16M 86,360 -4,996 -5%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$6.92M 83,461 +2,000 +2%
Royal London Asset Management
123
Royal London Asset Management
United Kingdom
$6.88M 82,951 +8,380 +11%
CWM
124
CIBC World Markets
New York
$6.85M 82,611 -13,336 -14%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$6.84M 82,563 +12,112 +17%