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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
CIC
351
Cornercap Investment Counsel
Georgia
$762K
WA
352
Waverly Advisors
Alabama
$758K
C1AG
353
Client 1st Advisory Group
Florida
$757K
LCWP
354
Legacy Capital Wealth Partners
Arkansas
$750K
BBA
355
BLB&B Advisors
Pennsylvania
$746K
MSWM
356
McGlone Suttner Wealth Management
Wisconsin
$742K
BAMF
357
BI Asset Management Fondsmaeglerselskab
Denmark
$742K
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$737K
MCM
359
MAI Capital Management
Ohio
$736K
GCM
360
Gallacher Capital Management
Colorado
$735K
DI
361
Diligent Investors
California
$734K
WIM
362
WealthPlan Investment Management
Nebraska
$732K
D.E. Shaw & Co
363
D.E. Shaw & Co
New York
$731K
ACL
364
Applied Capital LLC
Florida
$730K
OCM
365
Orion Capital Management
California
$722K
STA
366
Summit Trail Advisors
New York
$720K
AWM
367
AE Wealth Management
Kansas
$713K
NB
368
Norinchukin Bank
Japan
$706K
M&T Bank
369
M&T Bank
New York
$705K
GIBU
370
Gulf International Bank (UK)
United Kingdom
$702K
AWM
371
Accel Wealth Management
Iowa
$692K
IMCOOI
372
Investment Management Corp of Ontario (IMCO)
Canada
$692K
AFG
373
Atomi Financial Group
New York
$692K
LSWP
374
Liberty Square Wealth Partners
Pennsylvania
$689K
DCM
375
Dudley Capital Management
Virginia
$688K