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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
IGAM
826
iA Global Asset Management
Quebec, Canada
VVP
827
Venture Visionary Partners
Ohio
OFS
828
OneAscent Financial Services
Alabama
PAG
829
Private Advisory Group
Washington
PCP
830
Perbak Capital Partners
United Kingdom
BRWA
831
B. Riley Wealth Advisors
Florida
MAM
832
Martingale Asset Management
Massachusetts
APP
833
Avantax Planning Partners
Iowa
SWGC
834
Summit Wealth Group (Colorado)
Colorado
FC
835
Farringdon Capital
United Kingdom
ANBT
836
American National Bank & Trust
Texas
BIG
837
Brooklyn Investment Group
New York
GC
838
Globeflex Capital
California
AWM
839
Avondale Wealth Management
Texas
RF
840
Roxbury Financial
New Jersey
KWM
841
Kiker Wealth Management
Georgia
OW
842
Olistico Wealth
Oklahoma
VSQM
843
V-Square Quantitative Management
Illinois
RI
844
Ridgewood Investments
New Jersey
HT
845
Headlands Technologies
Illinois
MYIA
846
Mount Yale Investment Advisors
Colorado
MMG
847
Monetary Management Group
Missouri
TSMHT
848
Thurston Springer Miller Herd & Titak
Indiana
HC
849
Hoese & Co
Minnesota
BCMLT
850
Beacon Capital Management LLC (Tennessee)
Tennessee