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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
CB
551
Cadence Bank
Mississippi
$270K
PTC
552
Philadelphia Trust Company
Pennsylvania
$270K
BHCM
553
Brevan Howard Capital Management
Jersey
$269K
SFG
554
Sovereign Financial Group
Connecticut
$269K
UCFA
555
United Capital Financial Advisors
Texas
$267K
PA
556
Parallel Advisors
California
$267K
KCM
557
Kathmere Capital Management
Pennsylvania
$265K
CAGAS
558
Capital Advisory Group Advisory Services
Minnesota
$264K
PTC
559
Private Trust Company
Ohio
$264K
WMS
560
Wealth Management Strategies
Pennsylvania
$261K
IWP
561
Insight Wealth Partners
Texas
$261K
CIA
562
Capital Investment Advisors
Georgia
$259K
PFS
563
Prospera Financial Services
Texas
$258K
IAS
564
Insigneo Advisory Services
Florida
$256K
Rafferty Asset Management
565
Rafferty Asset Management
New York
$256K
TPA
566
Trivium Point Advisory
Connecticut
$255K
HNWAG
567
High Net Worth Advisory Group
Florida
$255K
NWWA
568
New Wave Wealth Advisors
Arkansas
$254K
SAI
569
Savvy Advisors Inc
New York
$254K
CCFM
570
Clear Creek Financial Management
Washington
$253K
CAM
571
Columbia Asset Management
Michigan
$252K
KFS
572
Keynote Financial Services
Connecticut
$251K
BGA
573
Battery Global Advisors
Massachusetts
$250K
PWA
574
Physician Wealth Advisors
Utah
$250K
GFM
575
GF Fund Management
China
$248K