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W.P. Carey

802 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
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
TF
726
Tompkins Financial
New York
$18.2K
MHR
727
Matthew Hamilton Rosenberg
$16.9K
RBI
728
Raiffeisen Bank International
Austria
$16.7K
RIL
729
Rothschild Investment LLC
Illinois
$15.7K
AWM
730
Ameliora Wealth Management
Switzerland
$15.5K
WIM
731
Westside Investment Management
California
$15.3K
DPW
732
DiNuzzo Private Wealth
Pennsylvania
$15.2K
BCMIO
733
Beacon Capital Management Inc (Ohio)
Ohio
$15.1K
RDFA
734
Ritter Daniher Financial Advisory
Ohio
$15.1K
GA
735
GoalVest Advisory
New York
$15K
TWC
736
TD Waterhouse Canada
Ontario, Canada
$15K
PAG
737
Paladin Advisory Group
Iowa
$14.9K
QL
738
Quarry LP
New York
$14.2K
NWM
739
Nova Wealth Management
Florida
$14.2K
ST
740
Smithfield Trust
Pennsylvania
$14K
DCM
741
Davis Capital Management
Florida
$12.9K
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$12.8K
JWM
743
JPL Wealth Management
Colorado
$12.2K
PG
744
Proffitt & Goodson
Tennessee
$10.7K
BAM
745
Byrne Asset Management
New Jersey
$10.4K
T
746
Tidemark
California
$9.73K
SIC
747
SJS Investment Consulting
Ohio
$9.6K
DWM
748
Dogwood Wealth Management
Kansas
$9.58K
BCM
749
Blume Capital Management
California
$9.05K
PWMG
750
Private Wealth Management Group
New Jersey
$8.79K