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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
API
651
Asset Planning Inc
California
$104K
OP
652
ORG Partners
Indiana
$103K
WT
653
Whittier Trust
California
$102K
PFA
654
Pillar Financial Advisors
Kentucky
$101K
National Bank of Canada
655
National Bank of Canada
Quebec, Canada
$99.3K
IA
656
IFP Advisors
Florida
$98.9K
BBHC
657
Brown Brothers Harriman & Co
New York
$97K
BGAI
658
Bruce G. Allen Investments
Colorado
$97K
TFIPS
659
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.9K
CSPIA
660
Cary Street Partners Investment Advisory
Virginia
$94.9K
WAS
661
Winch Advisory Services
Wisconsin
$89.6K
SC
662
SouthState Corp
Florida
$88.2K
BSB
663
Bangor Savings Bank
Maine
$88.2K
CCA
664
Catalyst Capital Advisors
New York
$88K
FWM
665
FSA Wealth Management
Massachusetts
$87.7K
NSIM
666
North Star Investment Management
Illinois
$84.4K
CWP
667
Concord Wealth Partners
Virginia
$83.2K
GWSG
668
GPS Wealth Strategies Group
Colorado
$82.2K
VFM
669
Vision Financial Markets
Connecticut
$81.1K
MTIC
670
Missouri Trust & Investment Company
Missouri
$76.7K
PWM
671
Proathlete Wealth Management
Florida
$76.3K
CTC
672
Central Trust Company
Missouri
$75.7K
AA
673
Addison Advisors
Vermont
$74.3K
Walleye Capital
674
Walleye Capital
New York
$74.3K
HC
675
Hurley Capital
New York
$73.1K