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W.P. Carey

800 hedge funds and large institutions have $9.75B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 255 reducing their positions, and 71 closing their positions.

Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
83
Increased
330
Reduced
255
Closed
71
Calls
$69.9M
Puts
$12.6M
Net Calls
+$57.4M
Net Calls Change
+$14.6M
Name Market Value Shares Shares
Change
Shares
Change %
National Bank of Canada
651
National Bank of Canada
Quebec, Canada
$86.1K 1,381 +403 +41%
BBHC
652
Brown Brothers Harriman & Co
New York
$83.2K 1,334 -1,637 -55%
WAS
653
Winch Advisory Services
Wisconsin
$81.5K 1,307 +19 +1%
BSB
654
Bangor Savings Bank
Maine
$81.4K 1,305 +455 +54%
FWM
655
FSA Wealth Management
Massachusetts
$81K 1,298
NSIM
656
North Star Investment Management
Illinois
$77.9K 1,249 -199 -14%
GWSG
657
GPS Wealth Strategies Group
Colorado
$75.9K 1,217 -100 -8%
TFIPS
658
Towarzystwo Funduszy Inwestycyjnych PZU SA
$73K 1,170
AA
659
Addison Advisors
Vermont
$70.9K 1,136
MTIC
660
Missouri Trust & Investment Company
Missouri
$70.8K 1,135
PWM
661
Proathlete Wealth Management
Florida
$69.5K 1,113 +16 +1%
HC
662
Hurley Capital
New York
$66.5K 1,067 +16 +2%
RF
663
Roxbury Financial
New Jersey
$64.3K 1,031
Bessemer Group
664
Bessemer Group
New Jersey
$64K 1,034 +193 +23%
KWM
665
Kiker Wealth Management
Georgia
$63.7K 1,021
HNB
666
Huntington National Bank
Ohio
$62.2K 998 +82 +9%
KFI
667
Key Financial Inc
Pennsylvania
$61.8K 991
CAL
668
Capital Analysts LLC
Pennsylvania
$60K 964 +7 +0.7%
CPBTD
669
Central Pacific Bank - Trust Division
Hawaii
$59.9K 961
AAG
670
Armstrong Advisory Group
Massachusetts
$59.3K 951 -400 -30%
EB
671
Eastern Bank
Massachusetts
$57.3K 919 -46 -5%
BTI
672
Blue Trust Inc
Georgia
$57.3K 919 +237 +35%
MA
673
MCF Advisors
Kentucky
$56K 891
HI
674
Hoey Investments
Pennsylvania
$55.3K 887
IBOK
675
Independence Bank of Kentucky
Kentucky
$54.9K 880