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W.P. Carey

805 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
333
Reduced
256
Closed
71
Calls
$88.8M
Puts
$36.5M
Net Calls
+$52.3M
Net Calls Change
+$9.49M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
601
Perbak Capital Partners
United Kingdom
$210K +$210K +3,370 New
FWM
602
Focused Wealth Management
New York
$210K +$2K +32 +1%
BRWA
603
B. Riley Wealth Advisors
Florida
$209K +$209K +3,355 New
SF
604
SWP Financial
California
$209K -$7.24K -116 -3%
SRC
605
Sage Rhino Capital
California
$208K +$208K +3,342 New
ACA
606
Aptus Capital Advisors
Alabama
$208K +$208K +3,328 New
BCM
607
Bourgeon Capital Management
Connecticut
$206K
MAM
608
Martingale Asset Management
Massachusetts
$205K -$8.18M -131,172 -98%
GI
609
GAMMA Investing
California
$205K +$44.7K +717 +28%
SWGC
610
Summit Wealth Group (Colorado)
Colorado
$204K +$204K +3,219 New
APP
611
Avantax Planning Partners
Iowa
$203K -$59.1K -947 -23%
M
612
MOTCO
Texas
$201K +$12K +187 +6%
UB
613
UMB Bank
Missouri
$200K +$14.2K +228 +8%
FC
614
Farringdon Capital
United Kingdom
$200K +$200K +3,210 New
RCM
615
Raleigh Capital Management
North Carolina
$199K -$11.4K -183 -5%
SFI
616
Siemens Fonds Invest
Germany
$194K +$45.3K +726 +30%
ANBT
617
American National Bank & Trust
Texas
$193K +$193K +3,100 New
CIBC Private Wealth Group
618
CIBC Private Wealth Group
Georgia
$189K +$2.37K +38 +1%
SWM
619
Spire Wealth Management
Virginia
$187K -$3.43K -55 -2%
GWP
620
Gen-Wealth Partners
Michigan
$186K -$4.74K -76 -2%
BL
621
BFSG LLC
California
$175K +$4.06K +65 +2%
HI
622
Harbour Investments
Wisconsin
$173K -$12.1K -194 -7%
TCOV
623
Trust Company of Vermont
Vermont
$168K
EWA
624
EverSource Wealth Advisors
Alabama
$163K -$1.17M -18,815 -88%
DJSG
625
D.J. St. Germain
Massachusetts
$162K