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W.P. Carey

800 hedge funds and large institutions have $9.75B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 255 reducing their positions, and 71 closing their positions.

Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
83
Increased
330
Reduced
255
Closed
71
Calls
$69.9M
Puts
$12.6M
Net Calls
+$57.4M
Net Calls Change
+$14.6M
Name Market Value Shares Shares
Change
Shares
Change %
BIA
751
Bell Investment Advisors
California
$7.17K 115
DWM
752
Dogwood Wealth Management
Kansas
$7.08K 114 +43 +61%
WIM
753
Westside Investment Management
California
$7.05K 112 +112 New
BFP
754
Briaud Financial Planning
Texas
$7K 113 +113 New
PSFG
755
Park Square Financial Group
Georgia
$6.86K 110
MAS
756
MPWM Advisory Solutions
Georgia
$6.8K 109 -7 -6%
MHR
757
Matthew Hamilton Rosenberg
$6.74K 108
HWA
758
HHM Wealth Advisors
Tennessee
$6.49K 104 -441 -81%
PWA
759
Provenance Wealth Advisors
Florida
$6.24K 100
BWL
760
Bogart Wealth LLC
Virginia
$6.24K 100
TPWA
761
Twin Peaks Wealth Advisors
California
$5.7K 87 +87 New
SRCM
762
Signature Resources Capital Management
California
$5.68K 91
HNW
763
High Note Wealth
Minnesota
$5.61K 90 -2 -2%
WPA
764
Wealth Preservation Advisors
Tennessee
$5.43K 87
B
765
Birchbrook
Maine
$4.99K 80
AV
766
ASR Vermogensbeheer
Netherlands
$4.99K 80 +1 +1%
BF
767
BOK Financial
Oklahoma
$4.24K 68
Cohen & Steers
768
Cohen & Steers
New York
$4K 71
S
769
Sachetta
Massachusetts
$3.87K 62 +11 +22%
SIC
770
Salem Investment Counselors
North Carolina
$3.16K 50 +50 New
IA
771
IFS Advisors
Kansas
$2.99K 48
FNWA
772
Financial Network Wealth Advisors
Utah
$2.81K 45 +45 New
CIAM
773
Caitong International Asset Management
Hong Kong
$2.5K 40 +40 New
CH
774
Cromwell Holdings
Wyoming
$2.27K 36 +24 +200%
HWP
775
Highline Wealth Partners
California
$2.25K 36