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W.P. Carey

805 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
333
Reduced
256
Closed
71
Calls
$88.8M
Puts
$36.5M
Net Calls
+$52.3M
Net Calls Change
+$9.49M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
501
NewEdge Wealth
Pennsylvania
$326K -$57.9K -880 -15%
FPW
502
Flagship Private Wealth
Massachusetts
$323K
BEI
503
Benjamin Edwards Inc
Missouri
$321K +$4.62K +74 +1%
WDC
504
Woodward Diversified Capital
California
$318K +$318K +5,094 New
OIA
505
OneDigital Investment Advisors
Kansas
$317K -$91.2K -1,462 -22%
RBWA
506
RFG - Bristol Wealth Advisors
Massachusetts
$317K +$499 +8 +0.2%
FLI
507
Family Legacy Inc
South Carolina
$312K +$4.87K +78 +2%
SWG
508
Summit Wealth Group
Vermont
$310K +$936 +15 +0.3%
AF
509
Apollon Financial
South Carolina
$310K +$3.37K +54 +1%
GS
510
GWN Securities
Florida
$309K -$123K -1,956 -28%
KAS
511
KPP Advisory Services
Kentucky
$306K -$3.12K -50 -1%
IA
512
Inspire Advisors
Idaho
$300K -$39.7K -637 -12%
EGM
513
Engineers Gate Manager
New York
$299K +$299K +4,800 New
AWM
514
Accurate Wealth Management
Florida
$299K +$1.25K +20 +0.4%
CF
515
Claris Financial
Virginia
$295K -$32.6K -522 -10%
Empower Advisory Group
516
Empower Advisory Group
Colorado
$294K -$69.1K -1,108 -19%
CTWM
517
Cherry Tree Wealth Management
Minnesota
$294K
BC
518
Burney Company
Virginia
$293K -$6.18K -99 -2%
WFS
519
Widmann Financial Services
Maryland
$288K -$10.3K -165 -3%
PFS
520
Prospera Financial Services
Texas
$288K +$31.9K +511 +12%
Fidelity International
521
Fidelity International
Bermuda
$286K -$892K -14,294 -76%
JIC
522
Joel Isaacson & Co
New York
$285K
IC
523
IEQ Capital
California
$283K -$310K -4,972 -52%
MAM
524
Mystic Asset Management
Rhode Island
$281K
DAC
525
Dividend Assets Capital
South Carolina
$281K