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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
LI
326
LRI Investments
Florida
$967K
Jones Financial Companies
327
Jones Financial Companies
Missouri
$965K
Jane Street
328
Jane Street
New York
$964K
IAA
329
Independent Advisor Alliance
North Carolina
$953K
NHC
330
Nicholas Hoffman & Company
Georgia
$948K
TYCC
331
Texas Yale Capital Corp
Florida
$948K
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
$943K
CCM
333
Cullen Capital Management
New York
$936K
BG
334
Bahl & Gaynor
Ohio
$935K
AI
335
Atria Investments
North Carolina
$933K
NW
336
NewEdge Wealth
Pennsylvania
$929K
VIM
337
Vista Investment Management
Pennsylvania
$926K
DEA
338
DoubleLine ETF Adviser
Florida
$923K
KRS
339
Kentucky Retirement Systems
Kentucky
$919K
SWP
340
Stratos Wealth Partners
Ohio
$913K
SCM
341
Sterling Capital Management
North Carolina
$906K
HR
342
Howe & Rusling
New York
$899K
VA
343
Vident Advisory
Georgia
$887K
RCM
344
RB Capital Management
Nevada
$883K
PWM
345
Perigon Wealth Management
California
$880K
AssetMark Inc
346
AssetMark Inc
California
$867K
PMAM
347
Picton Mahoney Asset Management
Ontario, Canada
$861K
FFA
348
Founders Financial Alliance
North Carolina
$847K
SI
349
Stephens Inc
Arkansas
$846K
LOIM
350
Liberty One Investment Management
Illinois
$833K