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W.P. Carey

813 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, 295 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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 +$205M
2 +$68.2M
3 +$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1 -$168M
2 -$51.4M
3 -$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
226
Investmark Advisory Group
Connecticut
$2.39M
VPIM
227
Vanguard Personalized Indexing Management
California
$2.36M
PFSRSONJ
228
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.36M
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$2.36M
Cerity Partners
230
Cerity Partners
New York
$2.32M
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$2.31M
WCG
232
Weaver Consulting Group
California
$2.31M
GCWM
233
Graham Capital Wealth Management
District of Columbia
$2.27M
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$2.26M
XF
235
XML Financial
Maryland
$2.23M
AWM
236
Apollon Wealth Management
South Carolina
$2.21M
US Bancorp
237
US Bancorp
Minnesota
$2.2M
WSCM
238
Wellington Shields Capital Management
New York
$2.15M
IWA
239
Inspirion Wealth Advisors
Illinois
$2.13M
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$2.13M
SLAM
241
Swiss Life Asset Management
$2.07M
WPW
242
Waldron Private Wealth
Pennsylvania
$2.06M
SA
243
Sanctuary Advisors
Indiana
$2.04M
NIWA
244
New Insight Wealth Advisors
California
$2.01M
P
245
&Partners
Tennessee
$1.99M
CPRC
246
Consolidated Portfolio Review Corp
New York
$1.99M
Teacher Retirement System of Texas
247
Teacher Retirement System of Texas
Texas
$1.94M
BFS
248
BridgePort Financial Solutions
Iowa
$1.92M
GCA
249
Gradient Capital Advisors
California
$1.91M
GAM
250
Griffin Asset Management
New York
$1.9M