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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
CFG
351
Cooper Financial Group
California
$796K
Bank of Nova Scotia
352
Bank of Nova Scotia
Ontario, Canada
$793K
WANY
353
Wealthspire Advisors (New York)
New York
$792K
ASN
354
Advisory Services Network
Georgia
$770K
CIC
355
Cornercap Investment Counsel
Georgia
$762K
WA
356
Waverly Advisors
Alabama
$758K
C1AG
357
Client 1st Advisory Group
Florida
$757K
LCWP
358
Legacy Capital Wealth Partners
Arkansas
$750K
BBA
359
BLB&B Advisors
Pennsylvania
$746K
MSWM
360
McGlone Suttner Wealth Management
Wisconsin
$742K
BAMF
361
BI Asset Management Fondsmaeglerselskab
Denmark
$742K
CIBC Asset Management
362
CIBC Asset Management
Ontario, Canada
$737K
MCM
363
MAI Capital Management
Ohio
$736K
GCM
364
Gallacher Capital Management
Colorado
$735K
DI
365
Diligent Investors
California
$734K
WIM
366
WealthPlan Investment Management
Nebraska
$732K
D.E. Shaw & Co
367
D.E. Shaw & Co
New York
$731K
ACL
368
Applied Capital LLC
Florida
$730K
OCM
369
Orion Capital Management
California
$722K
STA
370
Summit Trail Advisors
New York
$720K
AWM
371
AE Wealth Management
Kansas
$713K
NB
372
Norinchukin Bank
Japan
$706K
M&T Bank
373
M&T Bank
New York
$705K
GIBU
374
Gulf International Bank (UK)
United Kingdom
$702K
AWM
375
Accel Wealth Management
Iowa
$692K