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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
CAM
701
Creekmur Asset Management
Illinois
$31.9K
RFS
702
Richardson Financial Services
Massachusetts
$31.3K
MIM
703
MTM Investment Management
South Carolina
$31.1K
FUBT
704
First United Bank & Trust
Maryland
$28K
HWA
705
Heritage Wealth Advisors
Virginia
$27.2K
ETS
706
ESL Trust Services
New York
$27K
NRG
707
Nemes Rush Group
Michigan
$26.4K
RF
708
Rossby Financial
Florida
$26.2K
MA
709
Montag & Associates
Georgia
$25.3K
TIM
710
Thompson Investment Management
Wisconsin
$23.6K
RF
711
Robbins Farley
New Hampshire
$23.3K
C
712
Covestor
United Kingdom
$23K
CT
713
Clearstead Trust
Maine
$22.6K
PFBT
714
Parkside Financial Bank & Trust
Missouri
$21.6K
CT
715
Caldwell Trust
Florida
$20.3K
SL
716
Salomon & Ludwin
Virginia
$19.7K
GIA
717
GHP Investment Advisors
Colorado
$19.3K
TPCW
718
TD Private Client Wealth
New York
$19K
TF
719
Tompkins Financial
New York
$18.2K
MHR
720
Matthew Hamilton Rosenberg
$16.9K
RBI
721
Raiffeisen Bank International
Austria
$16.7K
RIL
722
Rothschild Investment LLC
Illinois
$15.7K
AWM
723
Ameliora Wealth Management
Switzerland
$15.5K
WIM
724
Westside Investment Management
California
$15.3K
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$15.2K