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W.P. Carey

813 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, 295 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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 +$205M
2 +$68.2M
3 +$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1 -$168M
2 -$51.4M
3 -$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
701
Blue Trust Inc
Georgia
$44.3K
WWM
702
Wolff Wiese Magana
California
$43.8K
CA
703
Clearstead Advisors
Ohio
$43.7K
SIC
704
Salem Investment Counselors
North Carolina
$42K
CIAM
705
Caitong International Asset Management
Hong Kong
$41.9K
ME
706
McIlrath & Eck
Washington
$41.5K
POIA
707
Pin Oak Investment Advisors
Texas
$41.1K
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$41.1K
CVM
709
Cheviot Value Management
California
$40.2K
NECFA
710
New England Capital Financial Advisors
Connecticut
$39.4K
AA
711
Ancora Advisors
Ohio
$38.4K
CSB
712
City State Bank
Iowa
$35K
LFA
713
LGT Financial Advisors
Texas
$33.8K
WWA
714
Wealth Watch Advisors
Colorado
$33.2K
SFCL
715
Strengthening Families & Communities LLC
Massachusetts
$33K
CAM
716
Creekmur Asset Management
Illinois
$31.9K
RFS
717
Richardson Financial Services
Massachusetts
$31.3K
MIM
718
MTM Investment Management
South Carolina
$31.1K
FUBT
719
First United Bank & Trust
Maryland
$28K
HWA
720
Heritage Wealth Advisors
Virginia
$27.2K
ETS
721
ESL Trust Services
New York
$27K
NRG
722
Nemes Rush Group
Michigan
$26.4K
RF
723
Rossby Financial
Florida
$26.2K
MA
724
Montag & Associates
Georgia
$25.3K
TIM
725
Thompson Investment Management
Wisconsin
$23.6K