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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
FWP
401
Family Wealth Partners
North Carolina
$591K
REMPR
402
Roof Eidam Maycock Peralta (REMP)
California
$591K
MOS
403
MGO One Seven
Ohio
$589K
Mirae Asset Global Investments
404
Mirae Asset Global Investments
South Korea
$589K
CIAS
405
Capital Investment Advisory Services
North Carolina
$584K
AI
406
Atom Investors
Texas
$564K
CL
407
Choreo LLC
Illinois
$564K
CA
408
Commerzbank Aktiengesellschaft
Germany
$560K
TMAM
409
Tokio Marine Asset Management
Japan
$555K
NS
410
NBC Securities
Alabama
$555K
BFS
411
Bradley Foster & Sargent
Connecticut
$555K
AIC
412
Archer Investment Corporation
Indiana
$552K
HPM
413
Hudson Portfolio Management
New York
$552K
WIA
414
World Investment Advisors
California
$551K
QCG
415
Quadrant Capital Group
Ohio
$549K
CB
416
Commerce Bank
Missouri
$547K
Mackenzie Financial
417
Mackenzie Financial
Ontario, Canada
$543K
SCM
418
Shelton Capital Management
Colorado
$530K
OAC
419
OMERS Administration Corp
Ontario, Canada
$529K
AC
420
Allstate Corporation
Illinois
$527K
FFN
421
Focus Financial Network
Minnesota
$526K
NA
422
NewEdge Advisors
Louisiana
$525K
CI
423
CX Institutional
Indiana
$521K
APW
424
Austin Private Wealth
Texas
$517K
RRA
425
Round Rock Advisors
Connecticut
$516K