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W.P. Carey

795 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, 292 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
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
QC
676
Quent Capital
New York
$52K
RFG
677
REAP Financial Group
Texas
$48.7K
TIM
678
Tortoise Investment Management
New York
$48.3K
VCM
679
Versant Capital Management
Arizona
$48.2K
FMP
680
Financial Management Professionals
Texas
$47.7K
PFA
681
Pathway Financial Advisers
Indiana
$47.4K
HNB
682
Hilltop National Bank
Wyoming
$46.9K
MEG
683
Millstone Evans Group
Colorado
$45.4K
TC
684
Truvestments Capital
Florida
$44.7K
TWD
685
True Wealth Design
Ohio
$44.7K
BTI
686
Blue Trust Inc
Georgia
$44.3K
WWM
687
Wolff Wiese Magana
California
$43.8K
CA
688
Clearstead Advisors
Ohio
$43.7K
SIC
689
Salem Investment Counselors
North Carolina
$42K
CIAM
690
Caitong International Asset Management
Hong Kong
$41.9K
ME
691
McIlrath & Eck
Washington
$41.5K
POIA
692
Pin Oak Investment Advisors
Texas
$41.1K
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$41.1K
CVM
694
Cheviot Value Management
California
$40.2K
NECFA
695
New England Capital Financial Advisors
Connecticut
$39.4K
AA
696
Ancora Advisors
Ohio
$38.4K
CSB
697
City State Bank
Iowa
$35K
LFA
698
LGT Financial Advisors
Texas
$33.8K
WWA
699
Wealth Watch Advisors
Colorado
$33.2K
SFCL
700
Strengthening Families & Communities LLC
Massachusetts
$33K