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W.P. Carey

798 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, 276 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
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
RBWA
501
RFG - Bristol Wealth Advisors
Massachusetts
$344K
KIM
502
Kestra Investment Management
Texas
$344K
WDC
503
Woodward Diversified Capital
California
$341K
FLI
504
Family Legacy Inc
South Carolina
$340K
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$337K
SWG
506
Summit Wealth Group
Vermont
$337K
SI
507
Seeds Investor
New York
$336K
OIA
508
OneDigital Investment Advisors
Kansas
$336K
AF
509
Apollon Financial
South Carolina
$335K
KAS
510
KPP Advisory Services
Kentucky
$331K
PA
511
Profund Advisors
Maryland
$330K
Nomura Holdings
512
Nomura Holdings
Japan
$324K
DWP
513
Daymark Wealth Partners
Ohio
$322K
RFP
514
Root Financial Partners
California
$322K
CTWM
515
Cherry Tree Wealth Management
Minnesota
$318K
BC
516
Burney Company
Virginia
$317K
WFS
517
Widmann Financial Services
Maryland
$312K
AFCM
518
Applied Finance Capital Management
Puerto Rico
$305K
DAC
519
Dividend Assets Capital
South Carolina
$304K
ECM
520
Everence Capital Management
Indiana
$303K
GWMR
521
GC Wealth Management RIA
Massachusetts
$301K
Fidelity International
522
Fidelity International
Bermuda
$301K
VI
523
Vestcor Inc
New Brunswick, Canada
$300K
MAM
524
Mystic Asset Management
Rhode Island
$299K
AWM
525
Accurate Wealth Management
Florida
$298K