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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
ACM
526
Aster Capital Management
United Arab Emirates
$294K
S
527
SignatureFD
Georgia
$294K
SAG
528
SageView Advisory Group
California
$293K
SCA
529
Strathmore Capital Advisors
North Carolina
$292K
HIP
530
HUB Investment Partners
Texas
$291K
Squarepoint
531
Squarepoint
New York
$290K
GT
532
Greenleaf Trust
Michigan
$287K
SF
533
Symphony Financial
Texas
$286K
PIP
534
Peachtree Investment Partners
Florida
$285K
BWP
535
Barlow Wealth Partners
Kentucky
$285K
CAS
536
Coppell Advisory Solutions
Texas
$284K
CPIG
537
Chicago Partners Investment Group
Illinois
$284K
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
$281K
Lazard Asset Management
539
Lazard Asset Management
New York
$280K
DBRC
540
D.B. Root & Company
Pennsylvania
$276K
MSFS
541
Main Street Financial Solutions
Pennsylvania
$275K
VF
542
Virtu Financial
New York
$275K
TW
543
TritonPoint Wealth
Maryland
$273K
GI
544
GAMMA Investing
California
$270K
CB
545
Cadence Bank
Mississippi
$270K
PTC
546
Philadelphia Trust Company
Pennsylvania
$270K
BHCM
547
Brevan Howard Capital Management
Jersey
$269K
SFG
548
Sovereign Financial Group
Connecticut
$269K
UCFA
549
United Capital Financial Advisors
Texas
$267K
PA
550
Parallel Advisors
California
$267K