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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
TFIPS
651
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.9K
CSPIA
652
Cary Street Partners Investment Advisory
Virginia
$94.9K
WAS
653
Winch Advisory Services
Wisconsin
$89.6K
SC
654
SouthState Corp
Florida
$88.2K
BSB
655
Bangor Savings Bank
Maine
$88.2K
CCA
656
Catalyst Capital Advisors
New York
$88K
FWM
657
FSA Wealth Management
Massachusetts
$87.7K
NSIM
658
North Star Investment Management
Illinois
$84.4K
CWP
659
Concord Wealth Partners
Virginia
$83.2K
GWSG
660
GPS Wealth Strategies Group
Colorado
$82.2K
VFM
661
Vision Financial Markets
Connecticut
$81.1K
MTIC
662
Missouri Trust & Investment Company
Missouri
$76.7K
PWM
663
Proathlete Wealth Management
Florida
$76.3K
CTC
664
Central Trust Company
Missouri
$75.7K
AA
665
Addison Advisors
Vermont
$74.3K
Walleye Capital
666
Walleye Capital
New York
$74.3K
HC
667
Hurley Capital
New York
$73.1K
CAL
668
Capital Analysts LLC
Pennsylvania
$73K
Bessemer Group
669
Bessemer Group
New Jersey
$71K
TFA
670
Transamerica Financial Advisors
Florida
$70.6K
HNB
671
Huntington National Bank
Ohio
$68.3K
KFI
672
Key Financial Inc
Pennsylvania
$67.4K
CPBTD
673
Central Pacific Bank - Trust Division
Hawaii
$64.9K
AAG
674
Armstrong Advisory Group
Massachusetts
$64.3K
SAM
675
Smartleaf Asset Management
Massachusetts
$62.1K