WPC icon

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