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W.P. Carey

815 hedge funds and large institutions have $9.68B invested in W.P. Carey in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 309 increasing their positions, 260 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
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
$87.6M
Puts
$44.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Wealthstar Advisors
Texas
$966K
OC
327
Oppenheimer & Co
New York
$952K
CGH
328
Crossmark Global Holdings
Texas
$950K
LI
329
LRI Investments
Florida
$942K
KRS
330
Kentucky Retirement Systems
Kentucky
$933K
AAS
331
Ameritas Advisory Services
Nebraska
$926K
GAM
332
Generali Asset Management
Italy
$919K
SI
333
Stephens Inc
Arkansas
$919K
SIC
334
Samalin Investment Counsel
New York
$918K
RFM
335
Royal Fund Management
Florida
$917K
USAA
336
United Services Automobile Association
Texas
$908K
DAS
337
Dynamic Advisor Solutions
Arizona
$889K
TYCC
338
Texas Yale Capital Corp
Florida
$885K
SG Americas Securities
339
SG Americas Securities
New York
$877K
VIM
340
Vista Investment Management
Pennsylvania
$870K
Lazard Asset Management
341
Lazard Asset Management
New York
$867K
BFM
342
Boothbay Fund Management
New York
$852K
HR
343
Howe & Rusling
New York
$836K
RCM
344
RB Capital Management
Nevada
$826K
PWM
345
Perigon Wealth Management
California
$824K
TRCT
346
Tower Research Capital (TRC)
New York
$821K
GI
347
GAMCO Investors
Connecticut
$814K
GIBU
348
Gulf International Bank (UK)
United Kingdom
$813K
DEA
349
DoubleLine ETF Adviser
Florida
$803K
FFA
350
Founders Financial Alliance
North Carolina
$794K