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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
IMCOOI
376
Investment Management Corp of Ontario (IMCO)
Canada
$692K
AFG
377
Atomi Financial Group
New York
$692K
LSWP
378
Liberty Square Wealth Partners
Pennsylvania
$689K
DCM
379
Dudley Capital Management
Virginia
$688K
MSRPS
380
Maryland State Retirement & Pension System
Maryland
$684K
GRP
381
Global Retirement Partners
California
$681K
DFG
382
Demars Financial Group
Washington
$672K
WA
383
WESPAC Advisors
California
$669K
IWM
384
IHT Wealth Management
Illinois
$668K
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$667K
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$662K
TI
387
Tidal Investments
Wisconsin
$660K
CWM
388
C2C Wealth Management
Arizona
$657K
PFP
389
Pinnacle Financial Partners
Tennessee
$656K
MC
390
Machina Capital
France
$654K
Envestnet Portfolio Solutions
391
Envestnet Portfolio Solutions
Illinois
$649K
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$649K
OPA
393
Old Port Advisors
Maine
$640K
SAW
394
Signal Advisors Wealth
Michigan
$638K
HH
395
Hilltop Holdings
Texas
$634K
FTWA
396
Fifth Third Wealth Advisors
Ohio
$633K
ProShare Advisors
397
ProShare Advisors
Maryland
$629K
SOAMC
398
Spirit of America Management Corp
New York
$622K
IF
399
Intrua Financial
Texas
$621K
PCG
400
Prosperity Consulting Group
Maryland
$619K