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W.P. Carey

795 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, 292 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
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
DJSG
626
D.J. St. Germain
Massachusetts
$155K
CA
627
CoreCap Advisors
Michigan
$140K
WCM
628
Westend Capital Management
California
$135K
AF
629
Advisornet Financial
Minnesota
$134K
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
HDIM
631
Hanson & Doremus Investment Management
Vermont
$122K
RA
632
Rise Advisors
New York
$116K
GSWM
633
Golden State Wealth Management
California
$111K
FC
634
Fairscale Capital
New Hampshire
$110K
AAM
635
Advisors Asset Management
Colorado
$108K
API
636
Asset Planning Inc
California
$104K
OP
637
ORG Partners
Indiana
$103K
WT
638
Whittier Trust
California
$102K
PFA
639
Pillar Financial Advisors
Kentucky
$101K
National Bank of Canada
640
National Bank of Canada
Quebec, Canada
$99.3K
BBHC
641
Brown Brothers Harriman & Co
New York
$97K
BGAI
642
Bruce G. Allen Investments
Colorado
$97K
TFIPS
643
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.9K
CSPIA
644
Cary Street Partners Investment Advisory
Virginia
$94.9K
TCM
645
Triumph Capital Management
Colorado
$92.9K
WAS
646
Winch Advisory Services
Wisconsin
$89.6K
SC
647
SouthState Corp
Florida
$88.2K
BSB
648
Bangor Savings Bank
Maine
$88.2K
CCA
649
Catalyst Capital Advisors
New York
$88K
FWM
650
FSA Wealth Management
Massachusetts
$87.7K