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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
TNA
476
True North Advisors
Texas
$382K
VFA
477
Valeo Financial Advisors
Indiana
$382K
BMSSC
478
B. Metzler seel. Sohn & Co
Germany
$381K
BW
479
Basepoint Wealth
Iowa
$381K
AAIS
480
ABN AMRO Investment Solutions
$379K
GWA
481
Gutierrez Wealth Advisory
Arkansas
$377K
PCIA
482
Prime Capital Investment Advisors
Kansas
$377K
MCCP
483
Mission Creek Capital Partners
California
$376K
QWM
484
Quadcap Wealth Management
Texas
$375K
DDC
485
DF Dent & Co
Maryland
$369K
HHRDM
486
H&H Retirement Design & Management
Nevada
$367K
SC
487
Sawyer & Company
Massachusetts
$367K
WWM
488
Western Wealth Management
Colorado
$365K
CWM
489
CarsonAllaria Wealth Management
Illinois
$364K
HA
490
Herold Advisors
New York
$362K
TIAA Trust, National Association
491
TIAA Trust, National Association
North Carolina
$360K
RFC
492
Regions Financial Corp
Alabama
$359K
PIA
493
Perennial Investment Advisors
California
$357K
CAM
494
Carret Asset Management
New York
$357K
NAS
495
NWF Advisory Services
California
$356K
JWM
496
Jackson Wealth Management
Florida
$354K
FPW
497
Flagship Private Wealth
Massachusetts
$350K
BEI
498
Benjamin Edwards Inc
Missouri
$348K
RBWA
499
RFG - Bristol Wealth Advisors
Massachusetts
$344K
KIM
500
Kestra Investment Management
Texas
$344K