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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
A
301
AlphaQuest
New York
$1.17M
ET
302
Entropy Technologies
New York
$1.17M
HW
303
HORAN Wealth
Ohio
$1.16M
TRCT
304
Tower Research Capital (TRC)
New York
$1.16M
HIA
305
Harbor Investment Advisory
Maryland
$1.16M
SSG
306
Summit Securities Group
New York
$1.15M
OC
307
Oppenheimer & Co
New York
$1.12M
CLA
308
Carnegie Lake Advisors
New Jersey
$1.12M
SAM
309
Securian Asset Management
Minnesota
$1.11M
IWC
310
Integrated Wealth Concepts
Massachusetts
$1.1M
William Blair & Company
311
William Blair & Company
Illinois
$1.09M
FNBT
312
FineMark National Bank & Trust
Florida
$1.09M
CTA
313
Colonial Trust Advisors
South Carolina
$1.08M
RFM
314
Royal Fund Management
Florida
$1.08M
SIC
315
Samalin Investment Counsel
New York
$1.06M
O
316
Ossiam
France
$1.05M
CRC
317
Curi RMB Capital
Illinois
$1.04M
Janus Henderson Group
318
Janus Henderson Group
United Kingdom
$1.04M
WA
319
Wealthstar Advisors
Texas
$1.04M
CGH
320
Crossmark Global Holdings
Texas
$1.03M
VU
321
Vanderbilt University
Tennessee
$1.02M
CIA
322
Concurrent Investment Advisors
Florida
$998K
CIMLRA
323
CBRE Investment Management Listed Real Assets
Pennsylvania
$996K
IIM
324
INTECH Investment Management
Florida
$983K
PI
325
PFG Investments
New York
$969K