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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
Q1WB
776
Quest 10 Wealth Builders
Virginia
$1.15K
MHIP
777
Mountain Hill Investment Partners
New Jersey
$1.13K
HWM
778
Hemington Wealth Management
Virginia
$1K
FC
779
Financial Consulate
Maryland
$946
VWA
780
Valued Wealth Advisors
Utah
$754
GA
781
Guerra Advisors
Florida
$676
LWMI
782
Legacy Wealth Management (Idaho)
Idaho
$584
QWM
783
Quaker Wealth Management
New Jersey
$541
RWM
784
Rialto Wealth Management
New York
$541
BI
785
Binnacle Investments
Iowa
$541
ACA
786
American Capital Advisory
Idaho
$473
WW
787
Winnow Wealth
Texas
$408
GEA
788
Glen Eagle Advisors
New Jersey
$405
PAM
789
Palisade Asset Management
Minnesota
$338
PWAM
790
Private Wealth Asset Management
Iowa
$203
BHWM
791
Beaird Harris Wealth Management
Texas
$203
TFM
792
TFC Financial Management
Massachusetts
$136
AWM
793
Activest Wealth Management
Florida
$68
Norges Bank
794
Norges Bank
Norway
GA
795
GRS Advisors
Illinois
Axa
796
Axa
France
ERSOT
797
Employees Retirement System of Texas
Texas
ECM
798
Eisler Capital Management
United Kingdom
TPSF
799
Texas Permanent School Fund
Texas
BFM
800
Boothbay Fund Management
New York