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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
TD Asset Management
251
TD Asset Management
Ontario, Canada
$1.67M
II
252
Inspire Investing
Idaho
$1.67M
Federated Hermes
253
Federated Hermes
Pennsylvania
$1.67M
Pathstone Holdings
254
Pathstone Holdings
New Jersey
$1.66M
DAS
255
Diversify Advisory Services
Utah
$1.64M
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$1.63M
HP
257
Hilltop Partners
Indiana
$1.62M
FPAS
258
Focus Partners Advisor Solutions
Missouri
$1.62M
BAM
259
Belpointe Asset Management
Nevada
$1.61M
GC
260
Guggenheim Capital
Illinois
$1.57M
HKAM
261
Horizon Kinetics Asset Management
New York
$1.57M
PCM
262
Penserra Capital Management
California
$1.54M
CWM
263
Cornerstone Wealth Management
Missouri
$1.53M
TAF
264
Tredje AP-fonden
Sweden
$1.53M
I
265
InceptionR
California
$1.53M
NYLIM
266
New York Life Investment Management
New York
$1.52M
FRA
267
Frank Rimerman Advisors
California
$1.51M
KPWS
268
Kestra Private Wealth Services
Texas
$1.5M
1832 Asset Management
269
1832 Asset Management
Ontario, Canada
$1.48M
JWM
270
Jeppson Wealth Management
California
$1.46M
ECM
271
ExodusPoint Capital Management
New York
$1.46M
SF
272
Summit Financial
New Jersey
$1.44M
CWMP
273
Clarion Wealth Managment Partners
Virginia
$1.43M
NIM
274
NEOS Investment Management
Connecticut
$1.43M
EI
275
Ethic Inc
New York
$1.43M