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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
LA
601
LVW Advisors
New York
$230K
DA
602
Detalus Advisors
Missouri
$230K
FWM
603
Focused Wealth Management
New York
$230K
OIA
604
Optimum Investment Advisors
Illinois
$228K
VA
605
VestGen Advisors
Illinois
$228K
SF
606
SWP Financial
California
$226K
AWA
607
Aaron Wealth Advisors
Illinois
$226K
CWA
608
Clearview Wealth Advisors
Oregon
$223K
WSFS
609
Wilmington Savings Fund Society
Delaware
$223K
BCM
610
Bourgeon Capital Management
Connecticut
$223K
UB
611
UMB Bank
Missouri
$220K
CFO
612
Callan Family Office
Pennsylvania
$214K
GHA
613
GW Henssler & Associates
Georgia
$213K
GIA
614
Gateway Investment Advisers
Ohio
$212K
M
615
MOTCO
Texas
$212K
JSW
616
Journey Strategic Wealth
New Jersey
$211K
SIS
617
Sound Income Strategies
Florida
$210K
CW
618
CreativeOne Wealth
Kansas
$209K
SFI
619
Siemens Fonds Invest
Germany
$208K
EWA
620
Exencial Wealth Advisors
Oklahoma
$207K
JIP
621
Jaffetilchin Investment Partners
Florida
$206K
IDA
622
Intelligence Driven Advisers
California
$203K
AWA
623
Adapt Wealth Advisors
Georgia
$202K
VA
624
Valmark Advisers
Ohio
$202K
HPC
625
HM Payson & Co
Maine
$202K