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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
Cohen & Steers
776
Cohen & Steers
New York
$3K
MAM
777
Marquette Asset Management
Minnesota
$2.77K
FNWA
778
Financial Network Wealth Advisors
Utah
$2.5K
CH
779
Cromwell Holdings
Wyoming
$2.47K
HWP
780
Highline Wealth Partners
California
$2.43K
MG
781
Mather Group
Illinois
$2.29K
RWS
782
Retirement Wealth Solutions
Wisconsin
$2.26K
RTL
783
Red Tortoise LLC
Georgia
$2.16K
CAL
784
Capital Advisors Ltd
Ohio
$2K
FLFS
785
Family Legacy Financial Solutions
North Carolina
$1.76K
CJ
786
Caitlin John
Michigan
$1.69K
AP
787
Aspect Partners
Virginia
$1.69K
MCM
788
MV Capital Management
Maryland
$1.49K
HWA
789
Heartwood Wealth Advisors
Virginia
$1.42K
CFO
790
CVA Family Office
Colorado
$1.35K
HFS
791
Hughes Financial Services
Virginia
$1.2K
Q1WB
792
Quest 10 Wealth Builders
Virginia
$1.15K
MHIP
793
Mountain Hill Investment Partners
New Jersey
$1.13K
HWM
794
Hemington Wealth Management
Virginia
$1K
FC
795
Financial Consulate
Maryland
$946
PWA
796
Principia Wealth Advisory
Texas
$878
VWA
797
Valued Wealth Advisors
Utah
$754
GA
798
Guerra Advisors
Florida
$676
LWMI
799
Legacy Wealth Management (Idaho)
Idaho
$584
RWM
800
Rialto Wealth Management
New York
$541