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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
MFG
351
Merit Financial Group
Georgia
$831K
EAM
352
Everstar Asset Management
North Carolina
$831K
FGAM
353
Financial Gravity Asset Management
Texas
$829K
SPIA
354
Steward Partners Investment Advisory
New York
$826K
CFG
355
Cooper Financial Group
California
$796K
Bank of Nova Scotia
356
Bank of Nova Scotia
Ontario, Canada
$793K
WANY
357
Wealthspire Advisors (New York)
New York
$792K
ASN
358
Advisory Services Network
Georgia
$770K
CIC
359
Cornercap Investment Counsel
Georgia
$762K
WA
360
Waverly Advisors
Alabama
$758K
C1AG
361
Client 1st Advisory Group
Florida
$757K
LCWP
362
Legacy Capital Wealth Partners
Arkansas
$750K
I
363
INVST
Indiana
$749K
BBA
364
BLB&B Advisors
Pennsylvania
$746K
MSWM
365
McGlone Suttner Wealth Management
Wisconsin
$742K
BAMF
366
BI Asset Management Fondsmaeglerselskab
Denmark
$742K
CIBC Asset Management
367
CIBC Asset Management
Ontario, Canada
$737K
MCM
368
MAI Capital Management
Ohio
$736K
GCM
369
Gallacher Capital Management
Colorado
$735K
DI
370
Diligent Investors
California
$734K
WIM
371
WealthPlan Investment Management
Nebraska
$732K
D.E. Shaw & Co
372
D.E. Shaw & Co
New York
$731K
ACL
373
Applied Capital LLC
Florida
$730K
OCM
374
Orion Capital Management
California
$722K
STA
375
Summit Trail Advisors
New York
$720K