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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
IP
451
Ignite Planners
California
$447K
KWA
452
Kingswood Wealth Advisors
California
$439K
RA
453
RFG Advisory
Alabama
$435K
CT
454
Colonial Trust
South Carolina
$434K
AW
455
Avion Wealth
Texas
$433K
RPCONE
456
Retirement Planning Company of New England
Rhode Island
$432K
PAS
457
Park Avenue Securities
New York
$425K
BC
458
Bridgefront Capital
Texas
$425K
RW
459
Rockport Wealth
Ohio
$424K
FFA
460
Farther Finance Advisors
California
$420K
SS
461
Sunbelt Securities
Texas
$420K
IAIM
462
International Assets Investment Management
Florida
$420K
GIM
463
Glenmede Investment Management
Pennsylvania
$417K
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$415K
EFG
465
Ethos Financial Group
Pennsylvania
$415K
EH
466
Equitable Holdings
New York
$411K
National Pension Service
467
National Pension Service
South Korea
$411K
LFA
468
Laraway Financial Advisors
Minnesota
$409K
GC
469
Gilbert & Cook
Iowa
$404K
SPC
470
Sigma Planning Corp
Michigan
$391K
CF
471
Centaurus Financial
California
$390K
OWA
472
Octavia Wealth Advisors
Ohio
$389K
JCM
473
Jacobi Capital Management
Pennsylvania
$388K
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$385K
ACG
475
Allen Capital Group
Nebraska
$385K