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W.P. Carey

800 hedge funds and large institutions have $9.75B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 255 reducing their positions, and 71 closing their positions.

Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
83
Increased
330
Reduced
255
Closed
71
Calls
$69.9M
Puts
$12.6M
Net Calls
+$57.4M
Net Calls Change
+$14.6M
Name Market Value Shares Shares
Change
Shares
Change %
SF
601
SWP Financial
California
$209K 3,352 -116 -3%
SRC
602
Sage Rhino Capital
California
$208K 3,342 +3,342 New
ACA
603
Aptus Capital Advisors
Alabama
$208K 3,328 +3,328 New
BCM
604
Bourgeon Capital Management
Connecticut
$206K 3,300
MAM
605
Martingale Asset Management
Massachusetts
$205K 3,291 -131,172 -98%
GI
606
GAMMA Investing
California
$205K 3,287 +717 +28%
SWGC
607
Summit Wealth Group (Colorado)
Colorado
$204K 3,219 +3,219 New
APP
608
Avantax Planning Partners
Iowa
$203K 3,260 -947 -23%
M
609
MOTCO
Texas
$201K 3,139 +187 +6%
UB
610
UMB Bank
Missouri
$200K 3,211 +228 +8%
FC
611
Farringdon Capital
United Kingdom
$200K 3,210 +3,210 New
RCM
612
Raleigh Capital Management
North Carolina
$199K 3,187 -183 -5%
SFI
613
Siemens Fonds Invest
Germany
$194K 3,110 +726 +30%
ANBT
614
American National Bank & Trust
Texas
$193K 3,100 +3,100 New
SWM
615
Spire Wealth Management
Virginia
$187K 2,997 -55 -2%
GWP
616
Gen-Wealth Partners
Michigan
$186K 2,982 -76 -2%
BL
617
BFSG LLC
California
$175K 2,803 +65 +2%
HI
618
Harbour Investments
Wisconsin
$173K 2,768 -194 -7%
TCOV
619
Trust Company of Vermont
Vermont
$168K 2,691
EWA
620
EverSource Wealth Advisors
Alabama
$163K 2,612 -18,815 -88%
DJSG
621
D.J. St. Germain
Massachusetts
$162K 2,600
IWP
622
IAG Wealth Partners
Wisconsin
$156K 2,499 +4 +0.2%
LFG
623
Larson Financial Group
Missouri
$154K 2,473 -1,680 -40%
AUB
624
Atlantic Union Bankshares
Virginia
$154K 2,470 +2,470 New
BIG
625
Brooklyn Investment Group
New York
$152K 2,441 +1,794 +277%