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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
NHC
326
Nicholas Hoffman & Company
Georgia
$948K
TYCC
327
Texas Yale Capital Corp
Florida
$948K
Susquehanna International Group
328
Susquehanna International Group
Pennsylvania
$943K
CCM
329
Cullen Capital Management
New York
$936K
BG
330
Bahl & Gaynor
Ohio
$935K
AI
331
Atria Investments
North Carolina
$933K
NW
332
NewEdge Wealth
Pennsylvania
$929K
VIM
333
Vista Investment Management
Pennsylvania
$926K
DEA
334
DoubleLine ETF Adviser
Florida
$923K
KRS
335
Kentucky Retirement Systems
Kentucky
$919K
SWP
336
Stratos Wealth Partners
Ohio
$913K
SCM
337
Sterling Capital Management
North Carolina
$906K
HR
338
Howe & Rusling
New York
$899K
VA
339
Vident Advisory
Georgia
$887K
RCM
340
RB Capital Management
Nevada
$883K
PWM
341
Perigon Wealth Management
California
$880K
AssetMark Inc
342
AssetMark Inc
California
$867K
PMAM
343
Picton Mahoney Asset Management
Ontario, Canada
$861K
FFA
344
Founders Financial Alliance
North Carolina
$847K
SI
345
Stephens Inc
Arkansas
$846K
LOIM
346
Liberty One Investment Management
Illinois
$833K
MFG
347
Merit Financial Group
Georgia
$831K
EAM
348
Everstar Asset Management
North Carolina
$831K
FGAM
349
Financial Gravity Asset Management
Texas
$829K
SPIA
350
Steward Partners Investment Advisory
New York
$826K