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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
Mackenzie Financial
426
Mackenzie Financial
Ontario, Canada
$543K
SCM
427
Shelton Capital Management
Colorado
$530K
OAC
428
OMERS Administration Corp
Ontario, Canada
$529K
AC
429
Allstate Corporation
Illinois
$527K
FFN
430
Focus Financial Network
Minnesota
$526K
NA
431
NewEdge Advisors
Louisiana
$525K
CI
432
CX Institutional
Indiana
$521K
APW
433
Austin Private Wealth
Texas
$517K
RRA
434
Round Rock Advisors
Connecticut
$516K
BP
435
Ballentine Partners
Massachusetts
$512K
DS
436
DRW Securities
Illinois
$508K
PSCM
437
Per Stirling Capital Management
Texas
$507K
FIA
438
FNY Investment Advisers
New York
$506K
MYAM
439
Meiji Yasuda Asset Management
Japan
$506K
GWP
440
Gen-Wealth Partners
Michigan
$502K
AFM
441
Armstrong Fleming & Moore
District of Columbia
$500K
AWP
442
Axis Wealth Partners
Rhode Island
$500K
AC
443
Apella Capital
Connecticut
$500K
FCA
444
FLC Capital Advisors
California
$497K
TFA
445
Teamwork Financial Advisors
Texas
$497K
GM
446
GeoWealth Management
Illinois
$496K
CAG
447
Crestwood Advisors Group
Massachusetts
$492K
EIA
448
Eldridge Investment Advisors
New Hampshire
$486K
DAS
449
Dynamic Advisor Solutions
Arizona
$486K
KOMWMG
450
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K