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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
CVM
701
Cheviot Value Management
California
$40.2K
NECFA
702
New England Capital Financial Advisors
Connecticut
$39.4K
AA
703
Ancora Advisors
Ohio
$38.4K
CSB
704
City State Bank
Iowa
$35K
LFA
705
LGT Financial Advisors
Texas
$33.8K
WWA
706
Wealth Watch Advisors
Colorado
$33.2K
SFCL
707
Strengthening Families & Communities LLC
Massachusetts
$33K
CAM
708
Creekmur Asset Management
Illinois
$31.9K
RFS
709
Richardson Financial Services
Massachusetts
$31.3K
MIM
710
MTM Investment Management
South Carolina
$31.1K
FUBT
711
First United Bank & Trust
Maryland
$28K
HWA
712
Heritage Wealth Advisors
Virginia
$27.2K
ETS
713
ESL Trust Services
New York
$27K
NRG
714
Nemes Rush Group
Michigan
$26.4K
RF
715
Rossby Financial
Florida
$26.2K
MA
716
Montag & Associates
Georgia
$25.3K
TIM
717
Thompson Investment Management
Wisconsin
$23.6K
RF
718
Robbins Farley
New Hampshire
$23.3K
C
719
Covestor
United Kingdom
$23K
CT
720
Clearstead Trust
Maine
$22.6K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$21.6K
CT
722
Caldwell Trust
Florida
$20.3K
SL
723
Salomon & Ludwin
Virginia
$19.7K
GIA
724
GHP Investment Advisors
Colorado
$19.3K
TPCW
725
TD Private Client Wealth
New York
$19K