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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 %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$4.46M 54,297 -934 -2%
AF
152
Advisornet Financial
Minnesota
$4.42M 53,908 +8,562 +19%
SWA
153
SOA Wealth Advisors
New York
$4.3M 52,487 -42 -0.1%
Mariner
154
Mariner
Kansas
$4.24M 51,688 +2,470 +5%
MML Investors Services
155
MML Investors Services
Massachusetts
$4.22M 51,477 +2,313 +5%
SEI Investments
156
SEI Investments
Pennsylvania
$4.22M 51,560 +289 +0.6%
AC
157
Allstate Corporation
Illinois
$4.22M 51,391 +28,237 +122%
NC
158
NewSquare Capital
Pennsylvania
$4.21M 51,297 +5,831 +13%
PS
159
Pensionfund Sabic
Netherlands
$4.16M 50,704
NL
160
NKCFO LLC
Illinois
$4.14M 50,400
ASRS
161
Arizona State Retirement System
Arizona
$4.13M 50,355 +411 +0.8%
CA
162
Capitolis Advisors
New York
$4.12M 50,214 +50,214 New
VWM
163
Valley Wealth Managers
New Jersey
$4.1M 50,001 +180 +0.4%
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$4.06M 49,430 +10,130 +26%
BPA
165
Beacon Pointe Advisors
California
$3.98M 48,532 +108 +0.2%
MPM
166
Meritage Portfolio Management
Kansas
$3.97M 48,416 -3,597 -7%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$3.91M 47,678 +3,114 +7%
PAG
168
Private Advisor Group
New Jersey
$3.9M 47,582 -4,433 -9%
HFS
169
Hantz Financial Services
Michigan
$3.88M 47,279 +2,771 +6%
CTA
170
Colonial Trust Advisors
South Carolina
$3.84M 46,817 +6,540 +16%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$3.71M 45,251 +50 +0.1%
CAN
172
Cetera Advisor Networks
California
$3.7M 45,048 +2,972 +7%
SIMG
173
Sonora Investment Management Group
Arizona
$3.7M 45,030 +45,030 New
CAM
174
Cozad Asset Management
Illinois
$3.57M 43,459 +81 +0.2%
CS
175
Capital Square
Tennessee
$3.54M 43,975 -2,608 -6%