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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
JWM
751
JPL Wealth Management
Colorado
$12.2K
PG
752
Proffitt & Goodson
Tennessee
$10.7K
BAM
753
Byrne Asset Management
New Jersey
$10.4K
T
754
Tidemark
California
$9.73K
SIC
755
SJS Investment Consulting
Ohio
$9.6K
DWM
756
Dogwood Wealth Management
Kansas
$9.58K
BCM
757
Blume Capital Management
California
$9.05K
PWMG
758
Private Wealth Management Group
New Jersey
$8.79K
FCT
759
First Community Trust
Iowa
$8.11K
SWP
760
Strategic Wealth Partners
Ohio
$7.57K
CPG
761
Cornerstone Planning Group
New Jersey
$7.42K
MAS
762
MPWM Advisory Solutions
Georgia
$7.37K
HWA
763
HHM Wealth Advisors
Tennessee
$7.03K
MAM
764
Meeder Asset Management
Ohio
$6.96K
BWL
765
Bogart Wealth LLC
Virginia
$6.76K
CTB
766
Country Trust Bank
Illinois
$6.42K
SRCM
767
Signature Resources Capital Management
California
$6.15K
HNW
768
High Note Wealth
Minnesota
$6.15K
BIA
769
Bell Investment Advisors
California
$6.08K
WPA
770
Wealth Preservation Advisors
Tennessee
$5.88K
B
771
Birchbrook
Maine
$5.41K
AV
772
ASR Vermogensbeheer
Netherlands
$5.34K
S
773
Sachetta
Massachusetts
$4.53K
FFO
774
Fortitude Family Office
Arizona
$4.32K
IA
775
IFS Advisors
Kansas
$3.24K