WPC icon

W.P. Carey

802 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
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
FCT
751
First Community Trust
Iowa
$8.11K
SWP
752
Strategic Wealth Partners
Ohio
$7.57K
CPG
753
Cornerstone Planning Group
New Jersey
$7.42K
MAS
754
MPWM Advisory Solutions
Georgia
$7.37K
HWA
755
HHM Wealth Advisors
Tennessee
$7.03K
MAM
756
Meeder Asset Management
Ohio
$6.96K
BWL
757
Bogart Wealth LLC
Virginia
$6.76K
CTB
758
Country Trust Bank
Illinois
$6.42K
SRCM
759
Signature Resources Capital Management
California
$6.15K
HNW
760
High Note Wealth
Minnesota
$6.15K
BIA
761
Bell Investment Advisors
California
$6.08K
WPA
762
Wealth Preservation Advisors
Tennessee
$5.88K
B
763
Birchbrook
Maine
$5.41K
AV
764
ASR Vermogensbeheer
Netherlands
$5.34K
S
765
Sachetta
Massachusetts
$4.53K
FFO
766
Fortitude Family Office
Arizona
$4.32K
IA
767
IFS Advisors
Kansas
$3.24K
Cohen & Steers
768
Cohen & Steers
New York
$3K
MAM
769
Marquette Asset Management
Minnesota
$2.77K
FNWA
770
Financial Network Wealth Advisors
Utah
$2.5K
CH
771
Cromwell Holdings
Wyoming
$2.47K
HWP
772
Highline Wealth Partners
California
$2.43K
MG
773
Mather Group
Illinois
$2.29K
RWS
774
Retirement Wealth Solutions
Wisconsin
$2.26K
RTL
775
Red Tortoise LLC
Georgia
$2.16K