WPC icon

W.P. Carey

802 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
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
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$2.36M
Cerity Partners
227
Cerity Partners
New York
$2.32M
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$2.31M
WCG
229
Weaver Consulting Group
California
$2.31M
GCWM
230
Graham Capital Wealth Management
District of Columbia
$2.27M
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$2.26M
XF
232
XML Financial
Maryland
$2.23M
AWM
233
Apollon Wealth Management
South Carolina
$2.21M
US Bancorp
234
US Bancorp
Minnesota
$2.2M
WSCM
235
Wellington Shields Capital Management
New York
$2.15M
IWA
236
Inspirion Wealth Advisors
Illinois
$2.13M
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$2.13M
SLAM
238
Swiss Life Asset Management
$2.07M
WPW
239
Waldron Private Wealth
Pennsylvania
$2.06M
SA
240
Sanctuary Advisors
Indiana
$2.04M
NIWA
241
New Insight Wealth Advisors
California
$2.01M
P
242
&Partners
Tennessee
$1.99M
CPRC
243
Consolidated Portfolio Review Corp
New York
$1.99M
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$1.94M
BFS
245
BridgePort Financial Solutions
Iowa
$1.92M
GCA
246
Gradient Capital Advisors
California
$1.91M
GAM
247
Griffin Asset Management
New York
$1.9M
MA
248
Mutual Advisors
Nebraska
$1.89M
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$1.83M
EM
250
Excalibur Management
Massachusetts
$1.79M