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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
BC
526
Burney Company
Virginia
$317K
WFS
527
Widmann Financial Services
Maryland
$312K
AFCM
528
Applied Finance Capital Management
Puerto Rico
$305K
DAC
529
Dividend Assets Capital
South Carolina
$304K
AG
530
AIA Group
Hong Kong
$304K
ECM
531
Everence Capital Management
Indiana
$303K
GWMR
532
GC Wealth Management RIA
Massachusetts
$301K
Fidelity International
533
Fidelity International
Bermuda
$301K
VI
534
Vestcor Inc
New Brunswick, Canada
$300K
MAM
535
Mystic Asset Management
Rhode Island
$299K
AWM
536
Accurate Wealth Management
Florida
$298K
Empower Advisory Group
537
Empower Advisory Group
Colorado
$298K
AAS
538
Ameritas Advisory Services
Nebraska
$295K
ACM
539
Aster Capital Management
United Arab Emirates
$294K
S
540
SignatureFD
Georgia
$294K
SAG
541
SageView Advisory Group
California
$293K
SCA
542
Strathmore Capital Advisors
North Carolina
$292K
HIP
543
HUB Investment Partners
Texas
$291K
Squarepoint
544
Squarepoint
New York
$290K
GT
545
Greenleaf Trust
Michigan
$287K
SF
546
Symphony Financial
Texas
$286K
PIP
547
Peachtree Investment Partners
Florida
$285K
BWP
548
Barlow Wealth Partners
Kentucky
$285K
CAS
549
Coppell Advisory Solutions
Texas
$284K
CPIG
550
Chicago Partners Investment Group
Illinois
$284K