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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
EB
676
Eastern Bank
Massachusetts
$62.1K
MA
677
MCF Advisors
Kentucky
$60.7K
HI
678
Hoey Investments
Pennsylvania
$59.9K
IBOK
679
Independence Bank of Kentucky
Kentucky
$59.5K
PIM
680
Plato Investment Management
Australia
$58.8K
BFS
681
Bare Financial Services
Pennsylvania
$58.4K
FDW
682
Fourth Dimension Wealth
Ohio
$54.1K
QC
683
Quent Capital
New York
$52K
RFG
684
REAP Financial Group
Texas
$48.7K
TIM
685
Tortoise Investment Management
New York
$48.3K
VCM
686
Versant Capital Management
Arizona
$48.2K
FMP
687
Financial Management Professionals
Texas
$47.7K
PFA
688
Pathway Financial Advisers
Indiana
$47.4K
HNB
689
Hilltop National Bank
Wyoming
$46.9K
MEG
690
Millstone Evans Group
Colorado
$45.4K
TC
691
Truvestments Capital
Florida
$44.7K
TWD
692
True Wealth Design
Ohio
$44.7K
BTI
693
Blue Trust Inc
Georgia
$44.3K
WWM
694
Wolff Wiese Magana
California
$43.8K
CA
695
Clearstead Advisors
Ohio
$43.7K
SIC
696
Salem Investment Counselors
North Carolina
$42K
CIAM
697
Caitong International Asset Management
Hong Kong
$41.9K
ME
698
McIlrath & Eck
Washington
$41.5K
POIA
699
Pin Oak Investment Advisors
Texas
$41.1K
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$41.1K