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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
KPWS
276
Kestra Private Wealth Services
Texas
$1.5M
1832 Asset Management
277
1832 Asset Management
Ontario, Canada
$1.48M
JWM
278
Jeppson Wealth Management
California
$1.46M
ECM
279
ExodusPoint Capital Management
New York
$1.46M
SF
280
Summit Financial
New Jersey
$1.44M
CWMP
281
Clarion Wealth Managment Partners
Virginia
$1.43M
NIM
282
NEOS Investment Management
Connecticut
$1.43M
EI
283
Ethic Inc
New York
$1.43M
HWM
284
HB Wealth Management
Georgia
$1.42M
EAM
285
Erste Asset Management
Austria
$1.38M
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$1.37M
Nordea Investment Management
287
Nordea Investment Management
Sweden
$1.35M
NP
288
NorthRock Partners
Minnesota
$1.35M
MC
289
Moors & Cabot
Massachusetts
$1.34M
QT
290
Quantbot Technologies
New York
$1.33M
ABC
291
Associated Banc-Corp
Wisconsin
$1.31M
AF
292
Avanza Fonder
Sweden
$1.3M
HW
293
Hancock Whitney
Mississippi
$1.29M
JWCA
294
J.W. Cole Advisors
Florida
$1.28M
AAP
295
Arax Advisory Partners
Colorado
$1.25M
FCM
296
FJ Capital Management
Virginia
$1.23M
SG Americas Securities
297
SG Americas Securities
New York
$1.23M
NW
298
Naviter Wealth
Arkansas
$1.21M
Grantham, Mayo, Van Otterloo & Co (GMO)
299
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.21M
AWA
300
Arete Wealth Advisors
Illinois
$1.18M