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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
MSRPS
376
Maryland State Retirement & Pension System
Maryland
$684K
GRP
377
Global Retirement Partners
California
$681K
DFG
378
Demars Financial Group
Washington
$672K
WA
379
WESPAC Advisors
California
$669K
IWM
380
IHT Wealth Management
Illinois
$668K
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$667K
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$662K
TI
383
Tidal Investments
Wisconsin
$660K
CWM
384
C2C Wealth Management
Arizona
$657K
PFP
385
Pinnacle Financial Partners
Tennessee
$656K
MC
386
Machina Capital
France
$654K
Envestnet Portfolio Solutions
387
Envestnet Portfolio Solutions
Illinois
$649K
EOJOAM
388
E. Ohman J:or Asset Management
Sweden
$649K
OPA
389
Old Port Advisors
Maine
$640K
SAW
390
Signal Advisors Wealth
Michigan
$638K
HH
391
Hilltop Holdings
Texas
$634K
FTWA
392
Fifth Third Wealth Advisors
Ohio
$633K
ProShare Advisors
393
ProShare Advisors
Maryland
$629K
SOAMC
394
Spirit of America Management Corp
New York
$622K
IF
395
Intrua Financial
Texas
$621K
PCG
396
Prosperity Consulting Group
Maryland
$619K
WSC
397
Wellington Shields & Co
New York
$601K
MWM
398
Modern Wealth Management
Kansas
$596K
BIG
399
Brookwood Investment Group
Arizona
$594K
ECM
400
Evergreen Capital Management
Washington
$593K