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W.P. Carey

813 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, 295 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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 +$205M
2 +$68.2M
3 +$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1 -$168M
2 -$51.4M
3 -$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
726
Robbins Farley
New Hampshire
$23.3K
C
727
Covestor
United Kingdom
$23K
CT
728
Clearstead Trust
Maine
$22.6K
PFBT
729
Parkside Financial Bank & Trust
Missouri
$21.6K
CT
730
Caldwell Trust
Florida
$20.3K
SL
731
Salomon & Ludwin
Virginia
$19.7K
GIA
732
GHP Investment Advisors
Colorado
$19.3K
TPCW
733
TD Private Client Wealth
New York
$19K
TF
734
Tompkins Financial
New York
$18.2K
MHR
735
Matthew Hamilton Rosenberg
$16.9K
RBI
736
Raiffeisen Bank International
Austria
$16.7K
RIL
737
Rothschild Investment LLC
Illinois
$15.7K
AWM
738
Ameliora Wealth Management
Switzerland
$15.5K
WIM
739
Westside Investment Management
California
$15.3K
DPW
740
DiNuzzo Private Wealth
Pennsylvania
$15.2K
BCMIO
741
Beacon Capital Management Inc (Ohio)
Ohio
$15.1K
RDFA
742
Ritter Daniher Financial Advisory
Ohio
$15.1K
GA
743
GoalVest Advisory
New York
$15K
TWC
744
TD Waterhouse Canada
Ontario, Canada
$15K
PAG
745
Paladin Advisory Group
Iowa
$14.9K
QL
746
Quarry LP
New York
$14.2K
NWM
747
Nova Wealth Management
Florida
$14.2K
ST
748
Smithfield Trust
Pennsylvania
$14K
DCM
749
Davis Capital Management
Florida
$12.9K
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$12.8K