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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
National Pension Service
476
National Pension Service
South Korea
$411K
LFA
477
Laraway Financial Advisors
Minnesota
$409K
VEA
478
Virtus ETF Advisers
New York
$405K
GC
479
Gilbert & Cook
Iowa
$404K
SPC
480
Sigma Planning Corp
Michigan
$391K
CF
481
Centaurus Financial
California
$390K
OWA
482
Octavia Wealth Advisors
Ohio
$389K
JCM
483
Jacobi Capital Management
Pennsylvania
$388K
KRSITF
484
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$385K
ACG
485
Allen Capital Group
Nebraska
$385K
TNA
486
True North Advisors
Texas
$382K
VFA
487
Valeo Financial Advisors
Indiana
$382K
BMSSC
488
B. Metzler seel. Sohn & Co
Germany
$381K
BW
489
Basepoint Wealth
Iowa
$381K
AAIS
490
ABN AMRO Investment Solutions
$379K
GWA
491
Gutierrez Wealth Advisory
Arkansas
$377K
PCIA
492
Prime Capital Investment Advisors
Kansas
$377K
MCCP
493
Mission Creek Capital Partners
California
$376K
QWM
494
Quadcap Wealth Management
Texas
$375K
DDC
495
DF Dent & Co
Maryland
$369K
HHRDM
496
H&H Retirement Design & Management
Nevada
$367K
SC
497
Sawyer & Company
Massachusetts
$367K
SC
498
Savant Capital
Illinois
$366K
WWM
499
Western Wealth Management
Colorado
$365K
CWM
500
CarsonAllaria Wealth Management
Illinois
$364K