WPC icon

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
LA
576
LexAurum Advisors
Kansas
$243K
HAS
577
HBW Advisory Services
California
$242K
IA
578
Inspire Advisors
Idaho
$241K
KWM
579
Kingsview Wealth Management
Oregon
$240K
KA
580
Kovack Advisors
Florida
$239K
KWMG
581
King Wealth Management Group
Florida
$236K
CSP
582
Cary Street Partners
Virginia
$233K
SRC
583
Sage Rhino Capital
California
$233K
CC
584
Corton Capital
Ontario, Canada
$232K
Wolverine Trading
585
Wolverine Trading
Illinois
$232K
TC
586
TownSquare Capital
Utah
$231K
NAMNJ
587
NorthStar Asset Management (New Jersey)
New Jersey
$231K
PA
588
Procyon Advisors
Connecticut
$230K
ACA
589
Aptus Capital Advisors
Alabama
$230K
LA
590
LVW Advisors
New York
$230K
DA
591
Detalus Advisors
Missouri
$230K
FWM
592
Focused Wealth Management
New York
$230K
OIA
593
Optimum Investment Advisors
Illinois
$228K
VA
594
VestGen Advisors
Illinois
$228K
SF
595
SWP Financial
California
$226K
AWA
596
Aaron Wealth Advisors
Illinois
$226K
CWA
597
Clearview Wealth Advisors
Oregon
$223K
WSFS
598
Wilmington Savings Fund Society
Delaware
$223K
BCM
599
Bourgeon Capital Management
Connecticut
$223K
UB
600
UMB Bank
Missouri
$220K