WPC icon

W.P. Carey

805 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
84
Increased
333
Reduced
256
Closed
71
Calls
$88.8M
Puts
$36.5M
Net Calls
+$52.3M
Net Calls Change
+$9.49M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
726
TD Private Client Wealth
New York
$18.5K +$2.99K +48 +19%
RDFA
727
Ritter Daniher Financial Advisory
Ohio
$18.3K
PFBT
728
Parkside Financial Bank & Trust
Missouri
$18.2K +$2.25K +36 +14%
GIA
729
GHP Investment Advisors
Colorado
$17.8K
TSMHT
730
Thurston Springer Miller Herd & Titak
Indiana
$15.4K +$62 +1 +0.4%
SL
731
Salomon & Ludwin
Virginia
$15.2K +$6.01K +95 +65%
AWM
732
Ameliora Wealth Management
Switzerland
$14.3K
DPW
733
DiNuzzo Private Wealth
Pennsylvania
$14.2K
BCMIO
734
Beacon Capital Management Inc (Ohio)
Ohio
$14K +$14K +224 New
GA
735
GoalVest Advisory
New York
$13.8K
TWC
736
TD Waterhouse Canada
Ontario, Canada
$13.8K
PAG
737
Paladin Advisory Group
Iowa
$13.7K -$23.6K -378 -63%
NWM
738
Nova Wealth Management
Florida
$13.1K
MAM
739
Meeder Asset Management
Ohio
$12.8K +$7.55K +121 +144%
ACA
740
Atlas Capital Advisors
Wyoming
$12.5K -$43.3K -694 -78%
ST
741
Smithfield Trust
Pennsylvania
$12K
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$11.2K +$2.18K +35 +24%
HC
743
Hoese & Co
Minnesota
$9.98K
BAM
744
Byrne Asset Management
New Jersey
$9.68K
IHWM
745
Iron Horse Wealth Management
Iowa
$9.36K
T
746
Tidemark
California
$8.98K +$8.98K +144 New
RWS
747
Retirement Wealth Solutions
Wisconsin
$8.81K
BCM
748
Blume Capital Management
California
$8.36K -$312 -5 -4%
BCMLT
749
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.3K +$125 +2 +2%
CPG
750
Cornerstone Planning Group
New Jersey
$8.26K -$11K -167 -57%