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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
NSIM
651
North Star Investment Management
Illinois
$84.4K
CWP
652
Concord Wealth Partners
Virginia
$83.2K
GWSG
653
GPS Wealth Strategies Group
Colorado
$82.2K
VFM
654
Vision Financial Markets
Connecticut
$81.1K
MTIC
655
Missouri Trust & Investment Company
Missouri
$76.7K
PWM
656
Proathlete Wealth Management
Florida
$76.3K
CTC
657
Central Trust Company
Missouri
$75.7K
AA
658
Addison Advisors
Vermont
$74.3K
Walleye Capital
659
Walleye Capital
New York
$74.3K
HC
660
Hurley Capital
New York
$73.1K
CAL
661
Capital Analysts LLC
Pennsylvania
$73K
Bessemer Group
662
Bessemer Group
New Jersey
$71K
TFA
663
Transamerica Financial Advisors
Florida
$70.6K
HNB
664
Huntington National Bank
Ohio
$68.3K
KFI
665
Key Financial Inc
Pennsylvania
$67.4K
CPBTD
666
Central Pacific Bank - Trust Division
Hawaii
$64.9K
AAG
667
Armstrong Advisory Group
Massachusetts
$64.3K
SAM
668
Smartleaf Asset Management
Massachusetts
$62.1K
EB
669
Eastern Bank
Massachusetts
$62.1K
MA
670
MCF Advisors
Kentucky
$60.7K
HI
671
Hoey Investments
Pennsylvania
$59.9K
IBOK
672
Independence Bank of Kentucky
Kentucky
$59.5K
PIM
673
Plato Investment Management
Australia
$58.8K
BFS
674
Bare Financial Services
Pennsylvania
$58.4K
FDW
675
Fourth Dimension Wealth
Ohio
$54.1K