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W.P. Carey

795 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 292 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76.9M
Puts
$31.7M
Net Calls
Net Calls Change

Top Buyers

1 +$212M
2 +$70.4M
3 +$44.7M
4
Marshall Wace
Marshall Wace
United Kingdom
+$34.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$29.6M

Top Sellers

1 -$173M
2 -$53.1M
3 -$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$29M
5
EIC
Equity Investment Corp
Georgia
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$2.31M
WCG
227
Weaver Consulting Group
California
$2.31M
GCWM
228
Graham Capital Wealth Management
District of Columbia
$2.27M
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$2.26M
XF
230
XML Financial
Maryland
$2.23M
AWM
231
Apollon Wealth Management
South Carolina
$2.21M
US Bancorp
232
US Bancorp
Minnesota
$2.2M
WSCM
233
Wellington Shields Capital Management
New York
$2.15M
IWA
234
Inspirion Wealth Advisors
Illinois
$2.13M
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$2.13M
WPW
236
Waldron Private Wealth
Pennsylvania
$2.06M
NIWA
237
New Insight Wealth Advisors
California
$2.01M
P
238
&Partners
Tennessee
$1.99M
CPRC
239
Consolidated Portfolio Review Corp
New York
$1.99M
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$1.94M
BFS
241
BridgePort Financial Solutions
Iowa
$1.92M
GCA
242
Gradient Capital Advisors
California
$1.91M
GAM
243
Griffin Asset Management
New York
$1.9M
MA
244
Mutual Advisors
Nebraska
$1.89M
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$1.83M
EM
246
Excalibur Management
Massachusetts
$1.79M
VOYA Investment Management
247
VOYA Investment Management
Georgia
$1.79M
FLPIM
248
F.L. Putnam Investment Management
Massachusetts
$1.78M
CAM
249
Cozad Asset Management
Illinois
$1.73M
FA
250
Fiduciary Alliance
South Carolina
$1.72M