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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 %
HT
701
Headlands Technologies
Illinois
$29.8K 477 +477 New
CAM
702
Creekmur Asset Management
Illinois
$29.5K 473 +126 +36%
RFS
703
Richardson Financial Services
Massachusetts
$28.9K 463
MIM
704
MTM Investment Management
South Carolina
$28.4K 455 +455 New
C
705
Covestor
United Kingdom
$26K 406 -18 -4%
FUBT
706
First United Bank & Trust
Maryland
$25.9K 415
QL
707
Quarry LP
New York
$25.4K 407 -5,840 -93%
HWA
708
Heritage Wealth Advisors
Virginia
$25.1K 402
ETS
709
ESL Trust Services
New York
$25K 400
NRG
710
Nemes Rush Group
Michigan
$24.1K 386 +5 +1%
TWD
711
True Wealth Design
Ohio
$23.6K 379 +7 +2%
AG
712
AmeriFlex Group
Nevada
$23.6K 375 -1,504 -80%
MA
713
Montag & Associates
Georgia
$23.4K 370
CA
714
Clearstead Advisors
Ohio
$23.3K 373 +322 +631%
FFO
715
Fortitude Family Office
Arizona
$22.7K 364 +261 +253%
TIM
716
Thompson Investment Management
Wisconsin
$21.8K 349
RF
717
Rossby Financial
Florida
$21.7K 348
MYIA
718
Mount Yale Investment Advisors
Colorado
$21.7K 348 +348 New
RF
719
Robbins Farley
New Hampshire
$21.5K 345
CT
720
Clearstead Trust
Maine
$20.8K 334
MMG
721
Monetary Management Group
Missouri
$19K 305 +305 New
TPCW
722
TD Private Client Wealth
New York
$18.5K 297 +48 +19%
RDFA
723
Ritter Daniher Financial Advisory
Ohio
$18.3K 293
PFBT
724
Parkside Financial Bank & Trust
Missouri
$18.2K 292 +36 +14%
GIA
725
GHP Investment Advisors
Colorado
$17.8K 285