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W.P. Carey

805 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
333
Reduced
256
Closed
71
Calls
$88.8M
Puts
$36.5M
Net Calls
+$52.3M
Net Calls Change
+$9.49M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
651
Whittier Trust
California
$91.7K +$23.1K +370 +34%
BGAI
652
Bruce G. Allen Investments
Colorado
$89.5K -$125 -2 -0.1%
SC
653
SouthState Corp
Florida
$89.3K -$499 -8 -0.6%
CSPIA
654
Cary Street Partners Investment Advisory
Virginia
$87.6K +$87.6K +1,405 New
National Bank of Canada
655
National Bank of Canada
Quebec, Canada
$86.1K +$25.1K +403 +41%
BBHC
656
Brown Brothers Harriman & Co
New York
$83.2K -$102K -1,637 -55%
WAS
657
Winch Advisory Services
Wisconsin
$81.5K +$1.19K +19 +1%
BSB
658
Bangor Savings Bank
Maine
$81.4K +$28.4K +455 +54%
FWM
659
FSA Wealth Management
Massachusetts
$81K
NSIM
660
North Star Investment Management
Illinois
$77.9K -$12.4K -199 -14%
GWSG
661
GPS Wealth Strategies Group
Colorado
$75.9K -$6.24K -100 -8%
TFIPS
662
Towarzystwo Funduszy Inwestycyjnych PZU SA
$73K
AA
663
Addison Advisors
Vermont
$70.9K
MTIC
664
Missouri Trust & Investment Company
Missouri
$70.8K
PWM
665
Proathlete Wealth Management
Florida
$69.5K +$999 +16 +1%
HC
666
Hurley Capital
New York
$66.5K +$998 +16 +2%
RF
667
Roxbury Financial
New Jersey
$64.3K
Bessemer Group
668
Bessemer Group
New Jersey
$64K +$11.9K +193 +23%
KWM
669
Kiker Wealth Management
Georgia
$63.7K
HNB
670
Huntington National Bank
Ohio
$62.2K +$5.11K +82 +9%
KFI
671
Key Financial Inc
Pennsylvania
$61.8K
CAL
672
Capital Analysts LLC
Pennsylvania
$60K +$436 +7 +0.7%
CPBTD
673
Central Pacific Bank - Trust Division
Hawaii
$59.9K
AAG
674
Armstrong Advisory Group
Massachusetts
$59.3K -$25K -400 -30%
EB
675
Eastern Bank
Massachusetts
$57.3K -$2.87K -46 -5%