WPC icon

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
BG
326
Bahl & Gaynor
Ohio
$935K
AI
327
Atria Investments
North Carolina
$933K
NW
328
NewEdge Wealth
Pennsylvania
$929K
VIM
329
Vista Investment Management
Pennsylvania
$926K
DEA
330
DoubleLine ETF Adviser
Florida
$923K
KRS
331
Kentucky Retirement Systems
Kentucky
$919K
SWP
332
Stratos Wealth Partners
Ohio
$913K
SCM
333
Sterling Capital Management
North Carolina
$906K
HR
334
Howe & Rusling
New York
$899K
VA
335
Vident Advisory
Georgia
$887K
RCM
336
RB Capital Management
Nevada
$883K
PWM
337
Perigon Wealth Management
California
$880K
AssetMark Inc
338
AssetMark Inc
California
$867K
PMAM
339
Picton Mahoney Asset Management
Ontario, Canada
$861K
FFA
340
Founders Financial Alliance
North Carolina
$847K
SI
341
Stephens Inc
Arkansas
$846K
LOIM
342
Liberty One Investment Management
Illinois
$833K
MFG
343
Merit Financial Group
Georgia
$831K
EAM
344
Everstar Asset Management
North Carolina
$831K
FGAM
345
Financial Gravity Asset Management
Texas
$829K
SPIA
346
Steward Partners Investment Advisory
New York
$826K
CFG
347
Cooper Financial Group
California
$796K
Bank of Nova Scotia
348
Bank of Nova Scotia
Ontario, Canada
$793K
WANY
349
Wealthspire Advisors (New York)
New York
$792K
ASN
350
Advisory Services Network
Georgia
$770K