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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
Fisher Asset Management
451
Fisher Asset Management
Washington
$476K
WP
452
WealthPLAN Partners
Nebraska
$471K
SAM
453
Shell Asset Management
Netherlands
$470K
SOS
454
Silver Oak Securities
Tennessee
$469K
Credit Agricole
455
Credit Agricole
France
$465K
MA
456
MKT Advisors
California
$462K
UBS AM
457
UBS AM
Illinois
$461K
PCA
458
Peddock Capital Advisors
Massachusetts
$453K
DADC
459
D.A. Davidson & Co
Montana
$452K
IP
460
Ignite Planners
California
$447K
KWA
461
Kingswood Wealth Advisors
California
$439K
RA
462
RFG Advisory
Alabama
$435K
CT
463
Colonial Trust
South Carolina
$434K
AW
464
Avion Wealth
Texas
$433K
RPCONE
465
Retirement Planning Company of New England
Rhode Island
$432K
PAS
466
Park Avenue Securities
New York
$425K
BC
467
Bridgefront Capital
Texas
$425K
RW
468
Rockport Wealth
Ohio
$424K
FFA
469
Farther Finance Advisors
California
$420K
SS
470
Sunbelt Securities
Texas
$420K
IAIM
471
International Assets Investment Management
Florida
$420K
GIM
472
Glenmede Investment Management
Pennsylvania
$417K
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$415K
EFG
474
Ethos Financial Group
Pennsylvania
$415K
EH
475
Equitable Holdings
New York
$411K