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W.P. Carey

798 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, 276 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
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
APW
426
Austin Private Wealth
Texas
$517K
RRA
427
Round Rock Advisors
Connecticut
$516K
BP
428
Ballentine Partners
Massachusetts
$512K
DS
429
DRW Securities
Illinois
$508K
PSCM
430
Per Stirling Capital Management
Texas
$507K
MYAM
431
Meiji Yasuda Asset Management
Japan
$506K
GWP
432
Gen-Wealth Partners
Michigan
$502K
AFM
433
Armstrong Fleming & Moore
District of Columbia
$500K
AWP
434
Axis Wealth Partners
Rhode Island
$500K
AC
435
Apella Capital
Connecticut
$500K
FCA
436
FLC Capital Advisors
California
$497K
TFA
437
Teamwork Financial Advisors
Texas
$497K
GM
438
GeoWealth Management
Illinois
$496K
CAG
439
Crestwood Advisors Group
Massachusetts
$492K
EIA
440
Eldridge Investment Advisors
New Hampshire
$486K
DAS
441
Dynamic Advisor Solutions
Arizona
$486K
KOMWMG
442
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K
Fisher Asset Management
443
Fisher Asset Management
Washington
$476K
WP
444
WealthPLAN Partners
Nebraska
$471K
SAM
445
Shell Asset Management
Netherlands
$470K
SOS
446
Silver Oak Securities
Tennessee
$469K
Credit Agricole
447
Credit Agricole
France
$465K
MA
448
MKT Advisors
California
$462K
UBS AM
449
UBS AM
Illinois
$461K
PCA
450
Peddock Capital Advisors
Massachusetts
$453K