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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
DADC
451
D.A. Davidson & Co
Montana
$452K
SC
452
Savant Capital
Illinois
$450K
IP
453
Ignite Planners
California
$447K
KWA
454
Kingswood Wealth Advisors
California
$439K
RA
455
RFG Advisory
Alabama
$435K
CT
456
Colonial Trust
South Carolina
$434K
AW
457
Avion Wealth
Texas
$433K
RPCONE
458
Retirement Planning Company of New England
Rhode Island
$432K
PAS
459
Park Avenue Securities
New York
$425K
BC
460
Bridgefront Capital
Texas
$425K
RW
461
Rockport Wealth
Ohio
$424K
FFA
462
Farther Finance Advisors
California
$420K
SS
463
Sunbelt Securities
Texas
$420K
IAIM
464
International Assets Investment Management
Florida
$420K
GIM
465
Glenmede Investment Management
Pennsylvania
$417K
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$415K
EFG
467
Ethos Financial Group
Pennsylvania
$415K
EH
468
Equitable Holdings
New York
$411K
National Pension Service
469
National Pension Service
South Korea
$411K
LFA
470
Laraway Financial Advisors
Minnesota
$409K
GC
471
Gilbert & Cook
Iowa
$404K
SPC
472
Sigma Planning Corp
Michigan
$391K
CF
473
Centaurus Financial
California
$390K
OWA
474
Octavia Wealth Advisors
Ohio
$389K
JCM
475
Jacobi Capital Management
Pennsylvania
$388K