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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
UCFA
551
United Capital Financial Advisors
Texas
$267K
PA
552
Parallel Advisors
California
$267K
KCM
553
Kathmere Capital Management
Pennsylvania
$265K
CAGAS
554
Capital Advisory Group Advisory Services
Minnesota
$264K
PTC
555
Private Trust Company
Ohio
$264K
WMS
556
Wealth Management Strategies
Pennsylvania
$261K
IWP
557
Insight Wealth Partners
Texas
$261K
CIA
558
Capital Investment Advisors
Georgia
$259K
PFS
559
Prospera Financial Services
Texas
$258K
IAS
560
Insigneo Advisory Services
Florida
$256K
Rafferty Asset Management
561
Rafferty Asset Management
New York
$256K
TPA
562
Trivium Point Advisory
Connecticut
$255K
HNWAG
563
High Net Worth Advisory Group
Florida
$255K
NWWA
564
New Wave Wealth Advisors
Arkansas
$254K
SAI
565
Savvy Advisors Inc
New York
$254K
CCFM
566
Clear Creek Financial Management
Washington
$253K
CAM
567
Columbia Asset Management
Michigan
$252K
KFS
568
Keynote Financial Services
Connecticut
$251K
BGA
569
Battery Global Advisors
Massachusetts
$250K
PWA
570
Physician Wealth Advisors
Utah
$250K
GFM
571
GF Fund Management
China
$248K
AUB
572
Atlantic Union Bankshares
Virginia
$248K
CPA
573
Capital Planning Advisors
California
$247K
MMA
574
Miracle Mile Advisors
California
$246K
Fiera Capital (Canada)
575
Fiera Capital (Canada)
Quebec, Canada
$245K