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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 %
RWM
176
Rench Wealth Management
Texas
$3.59M 43,296 +964 +2%
HAG
177
HighPoint Advisor Group
Illinois
$3.57M 43,785 +43,785 New
CIC
178
Carnegie Investment Counsel
Ohio
$3.51M 42,383 +330 +0.8%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$3.5M 42,185 +1,364 +3%
AAS
180
Avantax Advisory Services
Texas
$3.5M 42,195 +2,821 +7%
CIC
181
Chase Investment Counsel
Virginia
$3.48M 42,005 +39,427 +1,529%
BI
182
Bramshill Investments
Florida
$3.46M 41,766 +41,766 New
BG
183
Bahl & Gaynor
Ohio
$3.42M 41,228 -200 -0.5%
RFWA
184
RPg Family Wealth Advisory
Massachusetts
$3.4M 40,514 -598 -1%
CS
185
Capital Square
Tennessee
$3.4M 41,018 -584 -1%
S
186
Seeyond
France
$3.28M 39,562 +3,562 +10%
NAM
187
Nissay Asset Management
Japan
$3.19M 38,543 +727 +2%
AWM
188
AE Wealth Management
Kansas
$3.11M 37,527 +7,386 +25%
PDN
189
Pensionfund DSM Netherlands
Netherlands
$3.05M 36,800 -10,000 -21%
XF
190
XML Financial
Maryland
$3.03M 36,506 +537 +1%
CC
191
Cipher Capital
New York
$3.02M 36,381 +36,381 New
GWM
192
Geneos Wealth Management
Colorado
$3.01M 36,210 +2,717 +8%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$2.97M 35,815 +1,948 +6%
SMDAM
194
Sumitomo Mitsui DS Asset Management
Japan
$2.93M 35,300 +2,706 +8%
PS
195
Pensionfund Sabic
Netherlands
$2.92M 35,204 -8,000 -19%
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.92M 35,184 +1,414 +4%
BRWA
197
B. Riley Wealth Advisors
Florida
$2.86M 34,542 +584 +2%
CNFG
198
Creegan & Nassoura Financial Group
New Hampshire
$2.85M 34,365 -170 -0.5%
WCG
199
Weaver Consulting Group
California
$2.84M 34,265 -1,400 -4%
B
200
Bensler
Washington
$2.84M 34,261 +745 +2%