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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
BP
426
Ballentine Partners
Massachusetts
$512K
DS
427
DRW Securities
Illinois
$508K
PSCM
428
Per Stirling Capital Management
Texas
$507K
MYAM
429
Meiji Yasuda Asset Management
Japan
$506K
GWP
430
Gen-Wealth Partners
Michigan
$502K
AFM
431
Armstrong Fleming & Moore
District of Columbia
$500K
AWP
432
Axis Wealth Partners
Rhode Island
$500K
AC
433
Apella Capital
Connecticut
$500K
FCA
434
FLC Capital Advisors
California
$497K
TFA
435
Teamwork Financial Advisors
Texas
$497K
GM
436
GeoWealth Management
Illinois
$496K
CAG
437
Crestwood Advisors Group
Massachusetts
$492K
EIA
438
Eldridge Investment Advisors
New Hampshire
$486K
DAS
439
Dynamic Advisor Solutions
Arizona
$486K
KOMWMG
440
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K
Fisher Asset Management
441
Fisher Asset Management
Washington
$476K
WP
442
WealthPLAN Partners
Nebraska
$471K
SAM
443
Shell Asset Management
Netherlands
$470K
SOS
444
Silver Oak Securities
Tennessee
$469K
Credit Agricole
445
Credit Agricole
France
$465K
MA
446
MKT Advisors
California
$462K
UBS AM
447
UBS AM
Illinois
$461K
PCA
448
Peddock Capital Advisors
Massachusetts
$453K
DADC
449
D.A. Davidson & Co
Montana
$452K
SC
450
Savant Capital
Illinois
$450K