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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 %
CIAS
426
Capital Investment Advisory Services
North Carolina
$526K 8,330 -368 -4%
IF
427
Intrua Financial
Texas
$523K 8,285 +228 +3%
AFG
428
Atomi Financial Group
New York
$522K 8,276 +2,313 +39%
WSC
429
Wellington Shields & Co
New York
$519K 8,230 +350 +4%
HPM
430
Hudson Portfolio Management
New York
$515K 8,167
KWA
431
Kingswood Wealth Advisors
California
$513K 8,135 -1,526 -16%
KIM
432
Kestra Investment Management
Texas
$505K 7,999 +7,999 New
SCM
433
Shelton Capital Management
Colorado
$503K 7,964 -296 -4%
OAC
434
OMERS Administration Corp
Ontario, Canada
$495K 7,836 -1,294 -14%
FFN
435
Focus Financial Network
Minnesota
$488K 7,736 -259 -3%
FCA
436
FLC Capital Advisors
California
$487K 7,709 +486 +7%
AWP
437
Axis Wealth Partners
Rhode Island
$482K 7,645 -952 -11%
APW
438
Austin Private Wealth
Texas
$481K 7,621 +13 +0.2%
Bank of Nova Scotia
439
Bank of Nova Scotia
Ontario, Canada
$480K 7,609 -6,476 -46%
TFA
440
Teamwork Financial Advisors
Texas
$478K 7,581 +543 +8%
PTC
441
Philadelphia Trust Company
Pennsylvania
$473K 7,500 -290 -4%
RA
442
RFG Advisory
Alabama
$469K 7,430 +1,057 +17%
PSCM
443
Per Stirling Capital Management
Texas
$460K 7,292 +113 +2%
EI
444
Ethic Inc
New York
$460K 7,299 -809 -10%
EAM
445
Everstar Asset Management
North Carolina
$458K 7,252 +156 +2%
NA
446
NewEdge Advisors
Louisiana
$455K 7,204 -992 -12%
EIA
447
Eldridge Investment Advisors
New Hampshire
$454K 7,188 -775 -10%
ECM
448
Evergreen Capital Management
Washington
$451K 7,058 +345 +5%
HH
449
Hilltop Holdings
Texas
$449K 7,108 +1,832 +35%
CWM
450
CarsonAllaria Wealth Management
Illinois
$446K 7,069 -2,718 -28%