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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
CF
476
Centaurus Financial
California
$390K
OWA
477
Octavia Wealth Advisors
Ohio
$389K
JCM
478
Jacobi Capital Management
Pennsylvania
$388K
KRSITF
479
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$385K
ACG
480
Allen Capital Group
Nebraska
$385K
TNA
481
True North Advisors
Texas
$382K
VFA
482
Valeo Financial Advisors
Indiana
$382K
BMSSC
483
B. Metzler seel. Sohn & Co
Germany
$381K
BW
484
Basepoint Wealth
Iowa
$381K
AAIS
485
ABN AMRO Investment Solutions
$379K
GWA
486
Gutierrez Wealth Advisory
Arkansas
$377K
PCIA
487
Prime Capital Investment Advisors
Kansas
$377K
MCCP
488
Mission Creek Capital Partners
California
$376K
QWM
489
Quadcap Wealth Management
Texas
$375K
DDC
490
DF Dent & Co
Maryland
$369K
HHRDM
491
H&H Retirement Design & Management
Nevada
$367K
SC
492
Sawyer & Company
Massachusetts
$367K
WWM
493
Western Wealth Management
Colorado
$365K
CWM
494
CarsonAllaria Wealth Management
Illinois
$364K
HA
495
Herold Advisors
New York
$362K
TIAA Trust, National Association
496
TIAA Trust, National Association
North Carolina
$360K
RFC
497
Regions Financial Corp
Alabama
$359K
PIA
498
Perennial Investment Advisors
California
$357K
CAM
499
Carret Asset Management
New York
$357K
NAS
500
NWF Advisory Services
California
$356K