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W.P. Carey

805 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
333
Reduced
256
Closed
71
Calls
$88.8M
Puts
$36.5M
Net Calls
+$52.3M
Net Calls Change
+$9.49M
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
701
New England Capital Financial Advisors
Connecticut
$36.3K
SAM
702
Smartleaf Asset Management
Massachusetts
$34.4K -$22.3K -355 -39%
SFCL
703
Strengthening Families & Communities LLC
Massachusetts
$34.3K +$499 +8 +1%
CSB
704
City State Bank
Iowa
$32.3K
HT
705
Headlands Technologies
Illinois
$29.8K +$29.8K +477 New
CAM
706
Creekmur Asset Management
Illinois
$29.5K +$7.85K +126 +36%
RFS
707
Richardson Financial Services
Massachusetts
$28.9K
MIM
708
MTM Investment Management
South Carolina
$28.4K +$28.4K +455 New
C
709
Covestor
United Kingdom
$26K -$1.15K -18 -4%
FUBT
710
First United Bank & Trust
Maryland
$25.9K
QL
711
Quarry LP
New York
$25.4K -$364K -5,840 -93%
HWA
712
Heritage Wealth Advisors
Virginia
$25.1K
ETS
713
ESL Trust Services
New York
$25K
NRG
714
Nemes Rush Group
Michigan
$24.1K +$312 +5 +1%
TWD
715
True Wealth Design
Ohio
$23.6K +$437 +7 +2%
AG
716
AmeriFlex Group
Nevada
$23.6K -$94.8K -1,504 -80%
MA
717
Montag & Associates
Georgia
$23.4K
CA
718
Clearstead Advisors
Ohio
$23.3K +$20.1K +322 +631%
FFO
719
Fortitude Family Office
Arizona
$22.7K +$16.3K +261 +253%
TIM
720
Thompson Investment Management
Wisconsin
$21.8K
RF
721
Rossby Financial
Florida
$21.7K
MYIA
722
Mount Yale Investment Advisors
Colorado
$21.7K +$21.7K +348 New
RF
723
Robbins Farley
New Hampshire
$21.5K
CT
724
Clearstead Trust
Maine
$20.8K
MMG
725
Monetary Management Group
Missouri
$19K +$19K +305 New