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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
IA
576
Inspire Advisors
Idaho
$241K
KWM
577
Kingsview Wealth Management
Oregon
$240K
KA
578
Kovack Advisors
Florida
$239K
KWMG
579
King Wealth Management Group
Florida
$236K
CSP
580
Cary Street Partners
Virginia
$233K
SRC
581
Sage Rhino Capital
California
$233K
CC
582
Corton Capital
Ontario, Canada
$232K
Wolverine Trading
583
Wolverine Trading
Illinois
$232K
TC
584
TownSquare Capital
Utah
$231K
NAMNJ
585
NorthStar Asset Management (New Jersey)
New Jersey
$231K
PA
586
Procyon Advisors
Connecticut
$230K
ACA
587
Aptus Capital Advisors
Alabama
$230K
LA
588
LVW Advisors
New York
$230K
DA
589
Detalus Advisors
Missouri
$230K
FWM
590
Focused Wealth Management
New York
$230K
OIA
591
Optimum Investment Advisors
Illinois
$228K
VA
592
VestGen Advisors
Illinois
$228K
SF
593
SWP Financial
California
$226K
AWA
594
Aaron Wealth Advisors
Illinois
$226K
CWA
595
Clearview Wealth Advisors
Oregon
$223K
WSFS
596
Wilmington Savings Fund Society
Delaware
$223K
BCM
597
Bourgeon Capital Management
Connecticut
$223K
UB
598
UMB Bank
Missouri
$220K
CFO
599
Callan Family Office
Pennsylvania
$214K
GIA
600
Gateway Investment Advisers
Ohio
$212K