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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 %
TSMHT
726
Thurston Springer Miller Herd & Titak
Indiana
$15.4K 246 +1 +0.4%
SL
727
Salomon & Ludwin
Virginia
$15.2K 241 +95 +65%
AWM
728
Ameliora Wealth Management
Switzerland
$14.3K 230
DPW
729
DiNuzzo Private Wealth
Pennsylvania
$14.2K 227
GA
730
GoalVest Advisory
New York
$13.8K 222
TWC
731
TD Waterhouse Canada
Ontario, Canada
$13.8K 219
PAG
732
Paladin Advisory Group
Iowa
$13.7K 220 -378 -63%
NWM
733
Nova Wealth Management
Florida
$13.1K 210
MAM
734
Meeder Asset Management
Ohio
$12.8K 205 +121 +144%
ACA
735
Atlas Capital Advisors
Wyoming
$12.5K 201 -694 -78%
ST
736
Smithfield Trust
Pennsylvania
$12K 200
FMII
737
Farmers & Merchants Investments Inc
Nebraska
$11.2K 180 +35 +24%
HC
738
Hoese & Co
Minnesota
$9.98K 160
BAM
739
Byrne Asset Management
New Jersey
$9.68K 160
IHWM
740
Iron Horse Wealth Management
Iowa
$9.36K 150
T
741
Tidemark
California
$8.98K 144 +144 New
RWS
742
Retirement Wealth Solutions
Wisconsin
$8.81K 141
BCM
743
Blume Capital Management
California
$8.36K 134 -5 -4%
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.3K 133 +2 +2%
CPG
745
Cornerstone Planning Group
New Jersey
$8.26K 125 -167 -57%
PWMG
746
Private Wealth Management Group
New Jersey
$8.11K 130
AWM
747
Atticus Wealth Management
Florida
$7.74K 124 +124 New
T
748
Transce3nd
Texas
$7.59K 122 +31 +34%
FCT
749
First Community Trust
Iowa
$7.49K 120
SO
750
Sierra Ocean
California
$7.17K 115 -16 -12%