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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
Empower Advisory Group
526
Empower Advisory Group
Colorado
$298K
AAS
527
Ameritas Advisory Services
Nebraska
$295K
ACM
528
Aster Capital Management
United Arab Emirates
$294K
S
529
SignatureFD
Georgia
$294K
SAG
530
SageView Advisory Group
California
$293K
SCA
531
Strathmore Capital Advisors
North Carolina
$292K
HIP
532
HUB Investment Partners
Texas
$291K
Squarepoint
533
Squarepoint
New York
$290K
GT
534
Greenleaf Trust
Michigan
$287K
SF
535
Symphony Financial
Texas
$286K
PIP
536
Peachtree Investment Partners
Florida
$285K
BWP
537
Barlow Wealth Partners
Kentucky
$285K
CAS
538
Coppell Advisory Solutions
Texas
$284K
CPIG
539
Chicago Partners Investment Group
Illinois
$284K
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$281K
Lazard Asset Management
541
Lazard Asset Management
New York
$280K
DBRC
542
D.B. Root & Company
Pennsylvania
$276K
MSFS
543
Main Street Financial Solutions
Pennsylvania
$275K
VF
544
Virtu Financial
New York
$275K
TW
545
TritonPoint Wealth
Maryland
$273K
GI
546
GAMMA Investing
California
$270K
CB
547
Cadence Bank
Mississippi
$270K
PTC
548
Philadelphia Trust Company
Pennsylvania
$270K
BHCM
549
Brevan Howard Capital Management
Jersey
$269K
SFG
550
Sovereign Financial Group
Connecticut
$269K