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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
CAL
776
Capital Advisors Ltd
Ohio
$2K
FLFS
777
Family Legacy Financial Solutions
North Carolina
$1.76K
CJ
778
Caitlin John
Michigan
$1.69K
AP
779
Aspect Partners
Virginia
$1.69K
HWA
780
Heartwood Wealth Advisors
Virginia
$1.42K
CFO
781
CVA Family Office
Colorado
$1.35K
HFS
782
Hughes Financial Services
Virginia
$1.2K
Q1WB
783
Quest 10 Wealth Builders
Virginia
$1.15K
MHIP
784
Mountain Hill Investment Partners
New Jersey
$1.13K
HWM
785
Hemington Wealth Management
Virginia
$1K
FC
786
Financial Consulate
Maryland
$946
VWA
787
Valued Wealth Advisors
Utah
$754
GA
788
Guerra Advisors
Florida
$676
LWMI
789
Legacy Wealth Management (Idaho)
Idaho
$584
QWM
790
Quaker Wealth Management
New Jersey
$541
RWM
791
Rialto Wealth Management
New York
$541
BI
792
Binnacle Investments
Iowa
$541
ACA
793
American Capital Advisory
Idaho
$473
WW
794
Winnow Wealth
Texas
$408
GEA
795
Glen Eagle Advisors
New Jersey
$405
PAM
796
Palisade Asset Management
Minnesota
$338
PWAM
797
Private Wealth Asset Management
Iowa
$203
BHWM
798
Beaird Harris Wealth Management
Texas
$203
TFM
799
TFC Financial Management
Massachusetts
$136
AWM
800
Activest Wealth Management
Florida
$68