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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
SAM
301
Securian Asset Management
Minnesota
$1.11M
IWC
302
Integrated Wealth Concepts
Massachusetts
$1.1M
William Blair & Company
303
William Blair & Company
Illinois
$1.09M
FNBT
304
FineMark National Bank & Trust
Florida
$1.09M
CTA
305
Colonial Trust Advisors
South Carolina
$1.08M
RFM
306
Royal Fund Management
Florida
$1.08M
SIC
307
Samalin Investment Counsel
New York
$1.06M
O
308
Ossiam
France
$1.05M
CRC
309
Curi RMB Capital
Illinois
$1.04M
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$1.04M
WA
311
Wealthstar Advisors
Texas
$1.04M
CGH
312
Crossmark Global Holdings
Texas
$1.03M
VU
313
Vanderbilt University
Tennessee
$1.02M
CIA
314
Concurrent Investment Advisors
Florida
$998K
CIMLRA
315
CBRE Investment Management Listed Real Assets
Pennsylvania
$996K
IIM
316
INTECH Investment Management
Florida
$983K
PI
317
PFG Investments
New York
$969K
LI
318
LRI Investments
Florida
$967K
Jones Financial Companies
319
Jones Financial Companies
Missouri
$965K
Jane Street
320
Jane Street
New York
$964K
IAA
321
Independent Advisor Alliance
North Carolina
$953K
NHC
322
Nicholas Hoffman & Company
Georgia
$948K
TYCC
323
Texas Yale Capital Corp
Florida
$948K
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
$943K
CCM
325
Cullen Capital Management
New York
$936K