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W.P. Carey

798 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, 276 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
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
WANY
351
Wealthspire Advisors (New York)
New York
$792K
ASN
352
Advisory Services Network
Georgia
$770K
CIC
353
Cornercap Investment Counsel
Georgia
$762K
WA
354
Waverly Advisors
Alabama
$758K
C1AG
355
Client 1st Advisory Group
Florida
$757K
LCWP
356
Legacy Capital Wealth Partners
Arkansas
$750K
BBA
357
BLB&B Advisors
Pennsylvania
$746K
MSWM
358
McGlone Suttner Wealth Management
Wisconsin
$742K
BAMF
359
BI Asset Management Fondsmaeglerselskab
Denmark
$742K
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$737K
MCM
361
MAI Capital Management
Ohio
$736K
GCM
362
Gallacher Capital Management
Colorado
$735K
DI
363
Diligent Investors
California
$734K
WIM
364
WealthPlan Investment Management
Nebraska
$732K
D.E. Shaw & Co
365
D.E. Shaw & Co
New York
$731K
ACL
366
Applied Capital LLC
Florida
$730K
OCM
367
Orion Capital Management
California
$722K
STA
368
Summit Trail Advisors
New York
$720K
AWM
369
AE Wealth Management
Kansas
$713K
NB
370
Norinchukin Bank
Japan
$706K
M&T Bank
371
M&T Bank
New York
$705K
GIBU
372
Gulf International Bank (UK)
United Kingdom
$702K
AWM
373
Accel Wealth Management
Iowa
$692K
IMCOOI
374
Investment Management Corp of Ontario (IMCO)
Canada
$692K
AFG
375
Atomi Financial Group
New York
$692K