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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
IWP
626
IAG Wealth Partners
Wisconsin
$165K
AWM
627
AllSquare Wealth Management
New York
$165K
SWA
628
SOA Wealth Advisors
New York
$164K
LFG
629
Larson Financial Group
Missouri
$164K
CI Investments Inc
630
CI Investments Inc
Ontario, Canada
$162K
TPBG
631
Turning Point Benefit Group
Maryland
$162K
SWM
632
Spire Wealth Management
Virginia
$156K
DJSG
633
D.J. St. Germain
Massachusetts
$155K
CA
634
CoreCap Advisors
Michigan
$140K
WCM
635
Westend Capital Management
California
$135K
AF
636
Advisornet Financial
Minnesota
$134K
JFGIW
637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K
HDIM
638
Hanson & Doremus Investment Management
Vermont
$122K
RA
639
Rise Advisors
New York
$116K
GSWM
640
Golden State Wealth Management
California
$111K
FC
641
Fairscale Capital
New Hampshire
$110K
AAM
642
Advisors Asset Management
Colorado
$108K
API
643
Asset Planning Inc
California
$104K
OP
644
ORG Partners
Indiana
$103K
WT
645
Whittier Trust
California
$102K
IA
646
IFP Advisors
Florida
$101K
PFA
647
Pillar Financial Advisors
Kentucky
$101K
National Bank of Canada
648
National Bank of Canada
Quebec, Canada
$99.3K
BBHC
649
Brown Brothers Harriman & Co
New York
$97K
BGAI
650
Bruce G. Allen Investments
Colorado
$97K