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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
WDC
501
Woodward Diversified Capital
California
$341K
FLI
502
Family Legacy Inc
South Carolina
$340K
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$337K
SWG
504
Summit Wealth Group
Vermont
$337K
SI
505
Seeds Investor
New York
$336K
OIA
506
OneDigital Investment Advisors
Kansas
$336K
AF
507
Apollon Financial
South Carolina
$335K
KAS
508
KPP Advisory Services
Kentucky
$331K
PA
509
Profund Advisors
Maryland
$330K
Nomura Holdings
510
Nomura Holdings
Japan
$324K
DWP
511
Daymark Wealth Partners
Ohio
$322K
RFP
512
Root Financial Partners
California
$322K
CTWM
513
Cherry Tree Wealth Management
Minnesota
$318K
BC
514
Burney Company
Virginia
$317K
WFS
515
Widmann Financial Services
Maryland
$312K
AFCM
516
Applied Finance Capital Management
Puerto Rico
$305K
DAC
517
Dividend Assets Capital
South Carolina
$304K
ECM
518
Everence Capital Management
Indiana
$303K
GWMR
519
GC Wealth Management RIA
Massachusetts
$301K
Fidelity International
520
Fidelity International
Bermuda
$301K
VI
521
Vestcor Inc
New Brunswick, Canada
$300K
MAM
522
Mystic Asset Management
Rhode Island
$299K
AWM
523
Accurate Wealth Management
Florida
$298K
Empower Advisory Group
524
Empower Advisory Group
Colorado
$298K
AAS
525
Ameritas Advisory Services
Nebraska
$295K