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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
KCM
551
Kathmere Capital Management
Pennsylvania
$265K
CAGAS
552
Capital Advisory Group Advisory Services
Minnesota
$264K
PTC
553
Private Trust Company
Ohio
$264K
WMS
554
Wealth Management Strategies
Pennsylvania
$261K
IWP
555
Insight Wealth Partners
Texas
$261K
CIA
556
Capital Investment Advisors
Georgia
$259K
PFS
557
Prospera Financial Services
Texas
$258K
IAS
558
Insigneo Advisory Services
Florida
$256K
Rafferty Asset Management
559
Rafferty Asset Management
New York
$256K
TPA
560
Trivium Point Advisory
Connecticut
$255K
HNWAG
561
High Net Worth Advisory Group
Florida
$255K
NWWA
562
New Wave Wealth Advisors
Arkansas
$254K
SAI
563
Savvy Advisors Inc
New York
$254K
CCFM
564
Clear Creek Financial Management
Washington
$253K
CAM
565
Columbia Asset Management
Michigan
$252K
KFS
566
Keynote Financial Services
Connecticut
$251K
BGA
567
Battery Global Advisors
Massachusetts
$250K
PWA
568
Physician Wealth Advisors
Utah
$250K
GFM
569
GF Fund Management
China
$248K
AUB
570
Atlantic Union Bankshares
Virginia
$248K
CPA
571
Capital Planning Advisors
California
$247K
MMA
572
Miracle Mile Advisors
California
$246K
Fiera Capital (Canada)
573
Fiera Capital (Canada)
Quebec, Canada
$245K
LA
574
LexAurum Advisors
Kansas
$243K
HAS
575
HBW Advisory Services
California
$242K