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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 %
ERSOT
151
Employees Retirement System of Texas
Texas
$4.68M 56,500
FRAF
152
Första AP-fonden
Sweden
$4.67M 56,300 -19,400 -26%
UIM
153
USS Investment Management
United Kingdom
$4.55M 54,876 -1,877 -3%
CAN
154
Cetera Advisor Networks
California
$4.43M 53,479 +4,148 +8%
AF
155
Advisornet Financial
Minnesota
$4.43M 53,407 +1,395 +3%
CTA
156
Colonial Trust Advisors
South Carolina
$4.42M 53,312 +2,839 +6%
ASRS
157
Arizona State Retirement System
Arizona
$4.41M 53,197 +1,343 +3%
HFS
158
Hantz Financial Services
Michigan
$4.4M 53,101 +2,446 +5%
VWM
159
Valley Wealth Managers
New Jersey
$4.39M 52,969 +2,075 +4%
GCA
160
GSI Capital Advisors
California
$4.37M 52,688 +338 +0.6%
SWA
161
SOA Wealth Advisors
New York
$4.33M 52,202 -47 -0.1%
NL
162
NKCFO LLC
Illinois
$4.18M 50,400
MPM
163
Meritage Portfolio Management
Kansas
$4.12M 49,757 +504 +1%
AG
164
Ascent Group
Virginia
$4.06M 45,489 +45,489 New
FAF
165
Fjarde Ap-fonden
Sweden
$4.06M 48,934 +12,400 +34%
CAM
166
Cozad Asset Management
Illinois
$4M 48,214 +2,101 +5%
BPA
167
Beacon Pointe Advisors
California
$3.94M 47,632 -28,782 -38%
RPA
168
Rock Point Advisors
Vermont
$3.93M 47,396 -24,274 -34%
Creative Planning
169
Creative Planning
Kansas
$3.92M 47,262 +7,616 +19%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$3.86M 46,533 -9,906 -18%
BLC
171
Brown, Lisle/Cummings
Rhode Island
$3.81M 46,008 +3,277 +8%
WSCM
172
Wellington Shields Capital Management
New York
$3.75M 45,211 -1,076 -2%
DLCIG
173
D.L. Carlson Investment Group
New Hampshire
$3.71M 44,825 +44,825 New
TWM
174
TriaGen Wealth Management
California
$3.64M 43,974 +43,974 New
AWS
175
Atria Wealth Solutions
New York
$3.63M 43,380 +5,866 +16%