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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
Fifth Third Bancorp
551
Fifth Third Bancorp
Ohio
$281K
Lazard Asset Management
552
Lazard Asset Management
New York
$280K
DBRC
553
D.B. Root & Company
Pennsylvania
$276K
MSFS
554
Main Street Financial Solutions
Pennsylvania
$275K
VF
555
Virtu Financial
New York
$275K
TW
556
TritonPoint Wealth
Maryland
$273K
GI
557
GAMMA Investing
California
$270K
CB
558
Cadence Bank
Mississippi
$270K
PTC
559
Philadelphia Trust Company
Pennsylvania
$270K
BHCM
560
Brevan Howard Capital Management
Jersey
$269K
SFG
561
Sovereign Financial Group
Connecticut
$269K
UCFA
562
United Capital Financial Advisors
Texas
$267K
PA
563
Parallel Advisors
California
$267K
KCM
564
Kathmere Capital Management
Pennsylvania
$265K
CAGAS
565
Capital Advisory Group Advisory Services
Minnesota
$264K
PTC
566
Private Trust Company
Ohio
$264K
WMS
567
Wealth Management Strategies
Pennsylvania
$261K
IWP
568
Insight Wealth Partners
Texas
$261K
CIA
569
Capital Investment Advisors
Georgia
$259K
PFS
570
Prospera Financial Services
Texas
$258K
IAS
571
Insigneo Advisory Services
Florida
$256K
Rafferty Asset Management
572
Rafferty Asset Management
New York
$256K
TPA
573
Trivium Point Advisory
Connecticut
$255K
HNWAG
574
High Net Worth Advisory Group
Florida
$255K
NWWA
575
New Wave Wealth Advisors
Arkansas
$254K