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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
SAI
576
Savvy Advisors Inc
New York
$254K
CCFM
577
Clear Creek Financial Management
Washington
$253K
CAM
578
Columbia Asset Management
Michigan
$252K
KFS
579
Keynote Financial Services
Connecticut
$251K
BGA
580
Battery Global Advisors
Massachusetts
$250K
PWA
581
Physician Wealth Advisors
Utah
$250K
GFM
582
GF Fund Management
China
$248K
AUB
583
Atlantic Union Bankshares
Virginia
$248K
CPA
584
Capital Planning Advisors
California
$247K
MMA
585
Miracle Mile Advisors
California
$246K
Fiera Capital (Canada)
586
Fiera Capital (Canada)
Quebec, Canada
$245K
LA
587
LexAurum Advisors
Kansas
$243K
HAS
588
HBW Advisory Services
California
$242K
IA
589
Inspire Advisors
Idaho
$241K
KWM
590
Kingsview Wealth Management
Oregon
$240K
KA
591
Kovack Advisors
Florida
$239K
KWMG
592
King Wealth Management Group
Florida
$236K
CSP
593
Cary Street Partners
Virginia
$233K
SRC
594
Sage Rhino Capital
California
$233K
CC
595
Corton Capital
Ontario, Canada
$232K
Wolverine Trading
596
Wolverine Trading
Illinois
$232K
TC
597
TownSquare Capital
Utah
$231K
NAMNJ
598
NorthStar Asset Management (New Jersey)
New Jersey
$231K
PA
599
Procyon Advisors
Connecticut
$230K
ACA
600
Aptus Capital Advisors
Alabama
$230K