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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 %
PIM
676
Plato Investment Management
Australia
$54.5K 877
SWP
677
Strategic Wealth Partners
Ohio
$54.3K 870 +870 New
BFS
678
Bare Financial Services
Pennsylvania
$54K 865
FDW
679
Fourth Dimension Wealth
Ohio
$49.9K 800
JFGIW
680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.5K 766 -716 -48%
AA
681
Ancora Advisors
Ohio
$46.8K 750 +4 +0.5%
OW
682
Olistico Wealth
Oklahoma
$45.8K 735 +735 New
TIM
683
Tortoise Investment Management
New York
$44.2K 708 +11 +2%
FMP
684
Financial Management Professionals
Texas
$44K 696
HNB
685
Hilltop National Bank
Wyoming
$43.3K 694 +694 New
MEG
686
Millstone Evans Group
Colorado
$41.9K 672
TC
687
Truvestments Capital
Florida
$41.3K 662
RFG
688
REAP Financial Group
Texas
$41.2K 660 +238 +56%
VCM
689
Versant Capital Management
Arizona
$41K 658 +55 +9%
WWM
690
Wolff Wiese Magana
California
$40.2K 644 -281 -30%
CVM
691
Cheviot Value Management
California
$40.1K 608
VSQM
692
V-Square Quantitative Management
Illinois
$40K 642 +642 New
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$39.4K 632 -19 -3%
ME
694
McIlrath & Eck
Washington
$38.3K 614
RI
695
Ridgewood Investments
New Jersey
$37.4K 600
POIA
696
Pin Oak Investment Advisors
Texas
$37K 600
NECFA
697
New England Capital Financial Advisors
Connecticut
$36.3K 583
SAM
698
Smartleaf Asset Management
Massachusetts
$34.4K 547 -355 -39%
SFCL
699
Strengthening Families & Communities LLC
Massachusetts
$34.3K 549 +8 +1%
CSB
700
City State Bank
Iowa
$32.3K 518