WPC icon

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
Fidelity International
526
Fidelity International
Bermuda
$301K
VI
527
Vestcor Inc
New Brunswick, Canada
$300K
MAM
528
Mystic Asset Management
Rhode Island
$299K
AWM
529
Accurate Wealth Management
Florida
$298K
Empower Advisory Group
530
Empower Advisory Group
Colorado
$298K
AAS
531
Ameritas Advisory Services
Nebraska
$295K
ACM
532
Aster Capital Management
United Arab Emirates
$294K
S
533
SignatureFD
Georgia
$294K
SAG
534
SageView Advisory Group
California
$293K
SCA
535
Strathmore Capital Advisors
North Carolina
$292K
HIP
536
HUB Investment Partners
Texas
$291K
Squarepoint
537
Squarepoint
New York
$290K
GT
538
Greenleaf Trust
Michigan
$287K
SF
539
Symphony Financial
Texas
$286K
PIP
540
Peachtree Investment Partners
Florida
$285K
BWP
541
Barlow Wealth Partners
Kentucky
$285K
CAS
542
Coppell Advisory Solutions
Texas
$284K
CPIG
543
Chicago Partners Investment Group
Illinois
$284K
Fifth Third Bancorp
544
Fifth Third Bancorp
Ohio
$281K
Lazard Asset Management
545
Lazard Asset Management
New York
$280K
DBRC
546
D.B. Root & Company
Pennsylvania
$276K
MSFS
547
Main Street Financial Solutions
Pennsylvania
$275K
VF
548
Virtu Financial
New York
$275K
TW
549
TritonPoint Wealth
Maryland
$273K
GI
550
GAMMA Investing
California
$270K