WPC icon

W.P. Carey

813 hedge funds and large institutions have $9.68B invested in W.P. Carey in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 63 closing their positions.

Holders
813
Holders Change
+38
Holders Change %
+4.9%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
113
Increased
307
Reduced
260
Closed
63
Calls
$87.6M
Puts
$44.8M
Net Calls
+$42.8M
Net Calls Change
+$32.9M
Name Market Value Shares Shares
Change
Shares
Change %
TIM
701
Tortoise Investment Management
New York
$44K 697
FMP
702
Financial Management Professionals
Texas
$43.9K 696
BTI
703
Blue Trust Inc
Georgia
$43K 682 -167 -20%
MEG
704
Millstone Evans Group
Colorado
$42.4K 672
QC
705
Quent Capital
New York
$41.9K 664
TC
706
Truvestments Capital
Florida
$41.8K 662 -649 -50%
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$41.1K 651 -98 -13%
BIG
708
Brooklyn Investment Group
New York
$40.8K 647 +117 +22%
WT
709
Washington Trust
Rhode Island
$38.8K 615 -1,830 -75%
ME
710
McIlrath & Eck
Washington
$38.8K 614
VCM
711
Versant Capital Management
Arizona
$38.1K 603 +110 +22%
POIA
712
Pin Oak Investment Advisors
Texas
$38K 600 -1,500 -71%
RI
713
Ridgewood Investments
New Jersey
$37.9K 600 -150 -20%
PAG
714
Paladin Advisory Group
Iowa
$37.7K 598
CVM
715
Cheviot Value Management
California
$37.4K 608 +608 New
NECFA
716
New England Capital Financial Advisors
Connecticut
$36.8K 583
HWA
717
HHM Wealth Advisors
Tennessee
$34.4K 545
SFCL
718
Strengthening Families & Communities LLC
Massachusetts
$34.2K 541 -50 -8%
CSB
719
City State Bank
Iowa
$32.7K 518
RTC
720
Riverview Trust Company
Washington
$31.1K 493
TH
721
TCTC Holdings
Texas
$30.4K 482 +242 +101%
RFS
722
Richardson Financial Services
Massachusetts
$29.2K 463
C
723
Covestor
United Kingdom
$27K 424 +3 +0.7%
RFG
724
REAP Financial Group
Texas
$26.7K 422 +138 +49%
HCP
725
Hexagon Capital Partners
Arkansas
$26.6K 422