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W.P. Carey

802 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
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
HIA
301
Harbor Investment Advisory
Maryland
$1.16M
SSG
302
Summit Securities Group
New York
$1.15M
OC
303
Oppenheimer & Co
New York
$1.12M
CLA
304
Carnegie Lake Advisors
New Jersey
$1.12M
SAM
305
Securian Asset Management
Minnesota
$1.11M
IWC
306
Integrated Wealth Concepts
Massachusetts
$1.1M
William Blair & Company
307
William Blair & Company
Illinois
$1.09M
FNBT
308
FineMark National Bank & Trust
Florida
$1.09M
CTA
309
Colonial Trust Advisors
South Carolina
$1.08M
RFM
310
Royal Fund Management
Florida
$1.08M
SIC
311
Samalin Investment Counsel
New York
$1.06M
O
312
Ossiam
France
$1.05M
CRC
313
Curi RMB Capital
Illinois
$1.04M
Janus Henderson Group
314
Janus Henderson Group
United Kingdom
$1.04M
WA
315
Wealthstar Advisors
Texas
$1.04M
CGH
316
Crossmark Global Holdings
Texas
$1.03M
VU
317
Vanderbilt University
Tennessee
$1.02M
CIA
318
Concurrent Investment Advisors
Florida
$998K
CIMLRA
319
CBRE Investment Management Listed Real Assets
Pennsylvania
$996K
IIM
320
INTECH Investment Management
Florida
$983K
PI
321
PFG Investments
New York
$969K
LI
322
LRI Investments
Florida
$967K
Jones Financial Companies
323
Jones Financial Companies
Missouri
$965K
Jane Street
324
Jane Street
New York
$964K
IAA
325
Independent Advisor Alliance
North Carolina
$953K