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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
NA
426
NewEdge Advisors
Louisiana
$525K
CI
427
CX Institutional
Indiana
$521K
APW
428
Austin Private Wealth
Texas
$517K
RRA
429
Round Rock Advisors
Connecticut
$516K
BP
430
Ballentine Partners
Massachusetts
$512K
DS
431
DRW Securities
Illinois
$508K
PSCM
432
Per Stirling Capital Management
Texas
$507K
FIA
433
FNY Investment Advisers
New York
$506K
MYAM
434
Meiji Yasuda Asset Management
Japan
$506K
GWP
435
Gen-Wealth Partners
Michigan
$502K
AFM
436
Armstrong Fleming & Moore
District of Columbia
$500K
AWP
437
Axis Wealth Partners
Rhode Island
$500K
AC
438
Apella Capital
Connecticut
$500K
FCA
439
FLC Capital Advisors
California
$497K
TFA
440
Teamwork Financial Advisors
Texas
$497K
GM
441
GeoWealth Management
Illinois
$496K
CAG
442
Crestwood Advisors Group
Massachusetts
$492K
EIA
443
Eldridge Investment Advisors
New Hampshire
$486K
DAS
444
Dynamic Advisor Solutions
Arizona
$486K
KOMWMG
445
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K
Fisher Asset Management
446
Fisher Asset Management
Washington
$476K
WP
447
WealthPLAN Partners
Nebraska
$471K
SAM
448
Shell Asset Management
Netherlands
$470K
SOS
449
Silver Oak Securities
Tennessee
$469K
Credit Agricole
450
Credit Agricole
France
$465K