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W.P. Carey

813 hedge funds and large institutions have $9.68B invested in W.P. Carey in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 63 closing their positions.

Holders
813
Holders Change
+38
Holders Change %
+4.9%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
113
Increased
307
Reduced
260
Closed
63
Calls
$87.6M
Puts
$44.8M
Net Calls
+$42.8M
Net Calls Change
+$32.9M
Name Market Value Shares Shares
Change
Shares
Change %
FUBT
726
First United Bank & Trust
Maryland
$26.2K 415
VBA
727
von Borstel & Associates
Oregon
$26K 421 +421 New
HWA
728
Heritage Wealth Advisors
Virginia
$25.4K 402
ETS
729
ESL Trust Services
New York
$25.2K 400
LWANC
730
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K 396
NRG
731
Nemes Rush Group
Michigan
$24.1K 381 +5 +1%
MA
732
Montag & Associates
Georgia
$23.7K 370 -200 -35%
TWD
733
True Wealth Design
Ohio
$23.5K 372 +19 +5%
TIM
734
Thompson Investment Management
Wisconsin
$22K 349
CAM
735
Creekmur Asset Management
Illinois
$21.9K 347
RF
736
Robbins Farley
New Hampshire
$21.8K 345
RF
737
Rossby Financial
Florida
$21.1K 348 +348 New
CT
738
Clearstead Trust
Maine
$21.1K 334 +334 New
RDFA
739
Ritter Daniher Financial Advisory
Ohio
$18.5K 293
GIA
740
GHP Investment Advisors
Colorado
$18K 285
CPG
741
Cornerstone Planning Group
New Jersey
$17.8K 292 +134 +85%
GWS
742
Greykasell Wealth Strategies
California
$17.7K 280 +280 New
PFBT
743
Parkside Financial Bank & Trust
Missouri
$16.2K 256 +9 +4%
TPCW
744
TD Private Client Wealth
New York
$15.7K 249 +12 +5%
TSMHT
745
Thurston Springer Miller Herd & Titak
Indiana
$15.5K 245 +37 +18%
AWM
746
Ameliora Wealth Management
Switzerland
$14.5K 230
DPW
747
DiNuzzo Private Wealth
Pennsylvania
$14.3K 227
GA
748
GoalVest Advisory
New York
$14K 222
TWC
749
TD Waterhouse Canada
Ontario, Canada
$13.8K 219 +219 New
NI
750
NCP Inc
California
$13.6K 215 +3 +1%