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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
CWA
601
Clearview Wealth Advisors
Oregon
$223K
WSFS
602
Wilmington Savings Fund Society
Delaware
$223K
BCM
603
Bourgeon Capital Management
Connecticut
$223K
UB
604
UMB Bank
Missouri
$220K
CFO
605
Callan Family Office
Pennsylvania
$214K
GIA
606
Gateway Investment Advisers
Ohio
$212K
M
607
MOTCO
Texas
$212K
JSW
608
Journey Strategic Wealth
New Jersey
$211K
SIS
609
Sound Income Strategies
Florida
$210K
CW
610
CreativeOne Wealth
Kansas
$209K
SFI
611
Siemens Fonds Invest
Germany
$208K
EWA
612
Exencial Wealth Advisors
Oklahoma
$207K
JIP
613
Jaffetilchin Investment Partners
Florida
$206K
IDA
614
Intelligence Driven Advisers
California
$203K
AWA
615
Adapt Wealth Advisors
Georgia
$202K
VA
616
Valmark Advisers
Ohio
$202K
HPC
617
HM Payson & Co
Maine
$202K
AG
618
AmeriFlex Group
Nevada
$200K
RCM
619
Raleigh Capital Management
North Carolina
$198K
TCOV
620
Trust Company of Vermont
Vermont
$182K
HI
621
Harbour Investments
Wisconsin
$182K
BL
622
BFSG LLC
California
$181K
Group One Trading
623
Group One Trading
Illinois
$179K
EWA
624
EverSource Wealth Advisors
Alabama
$178K
PS
625
Principal Securities
Iowa
$171K