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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
AG
626
AmeriFlex Group
Nevada
$200K
RCM
627
Raleigh Capital Management
North Carolina
$198K
TCOV
628
Trust Company of Vermont
Vermont
$182K
HI
629
Harbour Investments
Wisconsin
$182K
BL
630
BFSG LLC
California
$181K
Group One Trading
631
Group One Trading
Illinois
$179K
EWA
632
EverSource Wealth Advisors
Alabama
$178K
PS
633
Principal Securities
Iowa
$171K
IWP
634
IAG Wealth Partners
Wisconsin
$165K
AWM
635
AllSquare Wealth Management
New York
$165K
SWA
636
SOA Wealth Advisors
New York
$164K
LFG
637
Larson Financial Group
Missouri
$164K
CI Investments Inc
638
CI Investments Inc
Ontario, Canada
$162K
TPBG
639
Turning Point Benefit Group
Maryland
$162K
SWM
640
Spire Wealth Management
Virginia
$156K
DJSG
641
D.J. St. Germain
Massachusetts
$155K
CA
642
CoreCap Advisors
Michigan
$140K
WCM
643
Westend Capital Management
California
$135K
AF
644
Advisornet Financial
Minnesota
$134K
JFGIW
645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
HDIM
646
Hanson & Doremus Investment Management
Vermont
$122K
RA
647
Rise Advisors
New York
$116K
GSWM
648
Golden State Wealth Management
California
$111K
FC
649
Fairscale Capital
New Hampshire
$110K
AAM
650
Advisors Asset Management
Colorado
$108K