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W.P. Carey

813 hedge funds and large institutions have $9.68B invested in W.P. Carey in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 63 closing their positions.

Holders
813
Holders Change
+38
Holders Change %
+4.9%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
113
Increased
307
Reduced
260
Closed
63
Calls
$87.6M
Puts
$44.8M
Net Calls
+$42.8M
Net Calls Change
+$32.9M
Name Market Value Shares Shares
Change
Shares
Change %
WP
401
WealthPLAN Partners
Nebraska
$610K 9,661 +369 +4%
FNT
402
First National Trust
Pennsylvania
$608K 9,628
EOJOAM
403
E. Ohman J:or Asset Management
Sweden
$606K 9,600
ACL
404
Applied Capital LLC
Florida
$602K 9,535 +4,307 +82%
Wolverine Trading
405
Wolverine Trading
Illinois
$602K 9,597 -28,536 -75%
IC
406
IEQ Capital
California
$600K 9,508 +5,335 +128%
EWA
407
EP Wealth Advisors
California
$600K 9,499 -3,138 -25%
DADC
408
D.A. Davidson & Co
Montana
$596K 9,451 +2,996 +46%
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K 9,756 -244 -2%
WIM
410
WealthPlan Investment Management
Nebraska
$592K 9,378 -533 -5%
IWM
411
IHT Wealth Management
Illinois
$592K 9,375 +1,738 +23%
ProShare Advisors
412
ProShare Advisors
Maryland
$588K 9,324 -915 -9%
CIBC Asset Management
413
CIBC Asset Management
Ontario, Canada
$584K 9,255 +441 +5%
MCM
414
MAI Capital Management
Ohio
$581K 9,209 -4,791 -34%
SOAMC
415
Spirit of America Management Corp
New York
$581K 9,200
MWM
416
Modern Wealth Management
Kansas
$578K 9,167 +2,093 +30%
CB
417
Commerce Bank
Missouri
$571K 9,049 +587 +7%
CWM
418
Congress Wealth Management
Massachusetts
$564K 8,943 +8,943 New
AWM
419
AE Wealth Management
Kansas
$564K 8,943 +4,353 +95%
BIG
420
Brookwood Investment Group
Arizona
$558K 8,844 +8,844 New
NS
421
NBC Securities
Alabama
$548K 8,696 +8,688 +108,600%
Simplex Trading
422
Simplex Trading
Illinois
$541K 8,586 +8,586 New
CT
423
Colonial Trust
South Carolina
$534K 8,461 -326 -4%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$533K 8,451 +2,454 +41%
SC
425
SummitTX Capital
Texas
$528K 8,361 +8,361 New