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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
MA
251
Mutual Advisors
Nebraska
$1.89M
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$1.83M
KBC Group
253
KBC Group
Belgium
$1.81M
EM
254
Excalibur Management
Massachusetts
$1.79M
VOYA Investment Management
255
VOYA Investment Management
Georgia
$1.79M
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$1.78M
CAM
257
Cozad Asset Management
Illinois
$1.73M
FA
258
Fiduciary Alliance
South Carolina
$1.72M
TD Asset Management
259
TD Asset Management
Ontario, Canada
$1.67M
II
260
Inspire Investing
Idaho
$1.67M
Federated Hermes
261
Federated Hermes
Pennsylvania
$1.67M
Pathstone Holdings
262
Pathstone Holdings
New Jersey
$1.66M
DAS
263
Diversify Advisory Services
Utah
$1.64M
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$1.63M
HP
265
Hilltop Partners
Indiana
$1.62M
FPAS
266
Focus Partners Advisor Solutions
Missouri
$1.62M
BAM
267
Belpointe Asset Management
Nevada
$1.61M
GC
268
Guggenheim Capital
Illinois
$1.57M
HKAM
269
Horizon Kinetics Asset Management
New York
$1.57M
PCM
270
Penserra Capital Management
California
$1.54M
CWM
271
Cornerstone Wealth Management
Missouri
$1.53M
TAF
272
Tredje AP-fonden
Sweden
$1.53M
I
273
InceptionR
California
$1.53M
NYLIM
274
New York Life Investment Management
New York
$1.52M
FRA
275
Frank Rimerman Advisors
California
$1.51M