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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
JWM
501
Jackson Wealth Management
Florida
$354K
FPW
502
Flagship Private Wealth
Massachusetts
$350K
BEI
503
Benjamin Edwards Inc
Missouri
$348K
RBWA
504
RFG - Bristol Wealth Advisors
Massachusetts
$344K
KIM
505
Kestra Investment Management
Texas
$344K
WDC
506
Woodward Diversified Capital
California
$341K
FLI
507
Family Legacy Inc
South Carolina
$340K
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$337K
SWG
509
Summit Wealth Group
Vermont
$337K
SI
510
Seeds Investor
New York
$336K
OIA
511
OneDigital Investment Advisors
Kansas
$336K
AF
512
Apollon Financial
South Carolina
$335K
KAS
513
KPP Advisory Services
Kentucky
$331K
PA
514
Profund Advisors
Maryland
$330K
Nomura Holdings
515
Nomura Holdings
Japan
$324K
DWP
516
Daymark Wealth Partners
Ohio
$322K
RFP
517
Root Financial Partners
California
$322K
CTWM
518
Cherry Tree Wealth Management
Minnesota
$318K
BC
519
Burney Company
Virginia
$317K
WFS
520
Widmann Financial Services
Maryland
$312K
AFCM
521
Applied Finance Capital Management
Puerto Rico
$305K
DAC
522
Dividend Assets Capital
South Carolina
$304K
AG
523
AIA Group
Hong Kong
$304K
ECM
524
Everence Capital Management
Indiana
$303K
GWMR
525
GC Wealth Management RIA
Massachusetts
$301K