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W.P. Carey

795 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, 292 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
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
CTB
751
Country Trust Bank
Illinois
$6.42K
SRCM
752
Signature Resources Capital Management
California
$6.15K
HNW
753
High Note Wealth
Minnesota
$6.15K
BIA
754
Bell Investment Advisors
California
$6.08K
WPA
755
Wealth Preservation Advisors
Tennessee
$5.88K
B
756
Birchbrook
Maine
$5.41K
AV
757
ASR Vermogensbeheer
Netherlands
$5.34K
S
758
Sachetta
Massachusetts
$4.53K
FFO
759
Fortitude Family Office
Arizona
$4.32K
IA
760
IFS Advisors
Kansas
$3.24K
Cohen & Steers
761
Cohen & Steers
New York
$3K
MAM
762
Marquette Asset Management
Minnesota
$2.77K
FNWA
763
Financial Network Wealth Advisors
Utah
$2.5K
CH
764
Cromwell Holdings
Wyoming
$2.47K
HWP
765
Highline Wealth Partners
California
$2.43K
MG
766
Mather Group
Illinois
$2.29K
RWS
767
Retirement Wealth Solutions
Wisconsin
$2.26K
RTL
768
Red Tortoise LLC
Georgia
$2.16K
CAL
769
Capital Advisors Ltd
Ohio
$2K
FLFS
770
Family Legacy Financial Solutions
North Carolina
$1.76K
CJ
771
Caitlin John
Michigan
$1.69K
AP
772
Aspect Partners
Virginia
$1.69K
HWA
773
Heartwood Wealth Advisors
Virginia
$1.42K
CFO
774
CVA Family Office
Colorado
$1.35K
HFS
775
Hughes Financial Services
Virginia
$1.2K