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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
AUB
576
Atlantic Union Bankshares
Virginia
$248K
CPA
577
Capital Planning Advisors
California
$247K
MMA
578
Miracle Mile Advisors
California
$246K
Fiera Capital (Canada)
579
Fiera Capital (Canada)
Quebec, Canada
$245K
LA
580
LexAurum Advisors
Kansas
$243K
HAS
581
HBW Advisory Services
California
$242K
IA
582
Inspire Advisors
Idaho
$241K
KWM
583
Kingsview Wealth Management
Oregon
$240K
KA
584
Kovack Advisors
Florida
$239K
KWMG
585
King Wealth Management Group
Florida
$236K
CSP
586
Cary Street Partners
Virginia
$233K
SRC
587
Sage Rhino Capital
California
$233K
CC
588
Corton Capital
Ontario, Canada
$232K
Wolverine Trading
589
Wolverine Trading
Illinois
$232K
TC
590
TownSquare Capital
Utah
$231K
NAMNJ
591
NorthStar Asset Management (New Jersey)
New Jersey
$231K
PA
592
Procyon Advisors
Connecticut
$230K
ACA
593
Aptus Capital Advisors
Alabama
$230K
LA
594
LVW Advisors
New York
$230K
DA
595
Detalus Advisors
Missouri
$230K
FWM
596
Focused Wealth Management
New York
$230K
OIA
597
Optimum Investment Advisors
Illinois
$228K
VA
598
VestGen Advisors
Illinois
$228K
SF
599
SWP Financial
California
$226K
AWA
600
Aaron Wealth Advisors
Illinois
$226K