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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
WSC
401
Wellington Shields & Co
New York
$601K
MWM
402
Modern Wealth Management
Kansas
$596K
BIG
403
Brookwood Investment Group
Arizona
$594K
ECM
404
Evergreen Capital Management
Washington
$593K
FWP
405
Family Wealth Partners
North Carolina
$591K
REMPR
406
Roof Eidam Maycock Peralta (REMP)
California
$591K
MOS
407
MGO One Seven
Ohio
$589K
Mirae Asset Global Investments
408
Mirae Asset Global Investments
South Korea
$589K
CIAS
409
Capital Investment Advisory Services
North Carolina
$584K
AI
410
Atom Investors
Texas
$564K
CL
411
Choreo LLC
Illinois
$564K
CA
412
Commerzbank Aktiengesellschaft
Germany
$560K
TMAM
413
Tokio Marine Asset Management
Japan
$555K
NS
414
NBC Securities
Alabama
$555K
BFS
415
Bradley Foster & Sargent
Connecticut
$555K
AIC
416
Archer Investment Corporation
Indiana
$552K
HPM
417
Hudson Portfolio Management
New York
$552K
WIA
418
World Investment Advisors
California
$551K
QCG
419
Quadrant Capital Group
Ohio
$549K
CB
420
Commerce Bank
Missouri
$547K
Mackenzie Financial
421
Mackenzie Financial
Ontario, Canada
$543K
SCM
422
Shelton Capital Management
Colorado
$530K
OAC
423
OMERS Administration Corp
Ontario, Canada
$529K
AC
424
Allstate Corporation
Illinois
$527K
FFN
425
Focus Financial Network
Minnesota
$526K