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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
HA
501
Herold Advisors
New York
$362K
TIAA Trust, National Association
502
TIAA Trust, National Association
North Carolina
$360K
RFC
503
Regions Financial Corp
Alabama
$359K
PIA
504
Perennial Investment Advisors
California
$357K
CAM
505
Carret Asset Management
New York
$357K
NAS
506
NWF Advisory Services
California
$356K
JWM
507
Jackson Wealth Management
Florida
$354K
FPW
508
Flagship Private Wealth
Massachusetts
$350K
BEI
509
Benjamin Edwards Inc
Missouri
$348K
RBWA
510
RFG - Bristol Wealth Advisors
Massachusetts
$344K
KIM
511
Kestra Investment Management
Texas
$344K
WDC
512
Woodward Diversified Capital
California
$341K
FLI
513
Family Legacy Inc
South Carolina
$340K
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$337K
SWG
515
Summit Wealth Group
Vermont
$337K
SI
516
Seeds Investor
New York
$336K
OIA
517
OneDigital Investment Advisors
Kansas
$336K
AF
518
Apollon Financial
South Carolina
$335K
KAS
519
KPP Advisory Services
Kentucky
$331K
PA
520
Profund Advisors
Maryland
$330K
CF
521
Claris Financial
Virginia
$325K
Nomura Holdings
522
Nomura Holdings
Japan
$324K
DWP
523
Daymark Wealth Partners
Ohio
$322K
RFP
524
Root Financial Partners
California
$322K
CTWM
525
Cherry Tree Wealth Management
Minnesota
$318K