WPC icon

W.P. Carey

813 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, 295 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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 +$205M
2 +$68.2M
3 +$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1 -$168M
2 -$51.4M
3 -$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
401
Fifth Third Wealth Advisors
Ohio
$633K
ProShare Advisors
402
ProShare Advisors
Maryland
$629K
SOAMC
403
Spirit of America Management Corp
New York
$622K
IF
404
Intrua Financial
Texas
$621K
PCG
405
Prosperity Consulting Group
Maryland
$619K
WSC
406
Wellington Shields & Co
New York
$601K
MWM
407
Modern Wealth Management
Kansas
$596K
BIG
408
Brookwood Investment Group
Arizona
$594K
ECM
409
Evergreen Capital Management
Washington
$593K
FWP
410
Family Wealth Partners
North Carolina
$591K
REMPR
411
Roof Eidam Maycock Peralta (REMP)
California
$591K
MOS
412
MGO One Seven
Ohio
$589K
Mirae Asset Global Investments
413
Mirae Asset Global Investments
South Korea
$589K
CIAS
414
Capital Investment Advisory Services
North Carolina
$584K
AI
415
Atom Investors
Texas
$564K
CL
416
Choreo LLC
Illinois
$564K
CA
417
Commerzbank Aktiengesellschaft
Germany
$560K
TMAM
418
Tokio Marine Asset Management
Japan
$555K
NS
419
NBC Securities
Alabama
$555K
BFS
420
Bradley Foster & Sargent
Connecticut
$555K
AIC
421
Archer Investment Corporation
Indiana
$552K
HPM
422
Hudson Portfolio Management
New York
$552K
WIA
423
World Investment Advisors
California
$551K
QCG
424
Quadrant Capital Group
Ohio
$549K
CB
425
Commerce Bank
Missouri
$547K