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W.P. Carey

810 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, 279 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
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
CH
776
Cromwell Holdings
Wyoming
$2.47K
HWP
777
Highline Wealth Partners
California
$2.43K
MG
778
Mather Group
Illinois
$2.29K
RWS
779
Retirement Wealth Solutions
Wisconsin
$2.26K
RTL
780
Red Tortoise LLC
Georgia
$2.16K
CAL
781
Capital Advisors Ltd
Ohio
$2K
FLFS
782
Family Legacy Financial Solutions
North Carolina
$1.76K
CJ
783
Caitlin John
Michigan
$1.69K
AP
784
Aspect Partners
Virginia
$1.69K
MCM
785
MV Capital Management
Maryland
$1.49K
HWA
786
Heartwood Wealth Advisors
Virginia
$1.42K
CFO
787
CVA Family Office
Colorado
$1.35K
HFS
788
Hughes Financial Services
Virginia
$1.2K
Q1WB
789
Quest 10 Wealth Builders
Virginia
$1.15K
MHIP
790
Mountain Hill Investment Partners
New Jersey
$1.13K
HWM
791
Hemington Wealth Management
Virginia
$1K
FC
792
Financial Consulate
Maryland
$946
PWA
793
Principia Wealth Advisory
Texas
$878
VWA
794
Valued Wealth Advisors
Utah
$754
GA
795
Guerra Advisors
Florida
$676
LWMI
796
Legacy Wealth Management (Idaho)
Idaho
$584
RWM
797
Rialto Wealth Management
New York
$541
QWM
798
Quaker Wealth Management
New Jersey
$541
BI
799
Binnacle Investments
Iowa
$541
ACA
800
American Capital Advisory
Idaho
$473