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W.P. Carey

795 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, 292 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
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
BCMIO
726
Beacon Capital Management Inc (Ohio)
Ohio
$15.1K
RDFA
727
Ritter Daniher Financial Advisory
Ohio
$15.1K
GA
728
GoalVest Advisory
New York
$15K
TWC
729
TD Waterhouse Canada
Ontario, Canada
$15K
PAG
730
Paladin Advisory Group
Iowa
$14.9K
QL
731
Quarry LP
New York
$14.2K
NWM
732
Nova Wealth Management
Florida
$14.2K
ST
733
Smithfield Trust
Pennsylvania
$14K
DCM
734
Davis Capital Management
Florida
$12.9K
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$12.8K
JWM
736
JPL Wealth Management
Colorado
$12.2K
PG
737
Proffitt & Goodson
Tennessee
$10.7K
BAM
738
Byrne Asset Management
New Jersey
$10.4K
T
739
Tidemark
California
$9.73K
SIC
740
SJS Investment Consulting
Ohio
$9.6K
DWM
741
Dogwood Wealth Management
Kansas
$9.58K
BCM
742
Blume Capital Management
California
$9.05K
PWMG
743
Private Wealth Management Group
New Jersey
$8.79K
FCT
744
First Community Trust
Iowa
$8.11K
SWP
745
Strategic Wealth Partners
Ohio
$7.57K
CPG
746
Cornerstone Planning Group
New Jersey
$7.42K
MAS
747
MPWM Advisory Solutions
Georgia
$7.37K
HWA
748
HHM Wealth Advisors
Tennessee
$7.03K
MAM
749
Meeder Asset Management
Ohio
$6.96K
BWL
750
Bogart Wealth LLC
Virginia
$6.76K