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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
EGM
826
Engineers Gate Manager
New York
JIC
827
Joel Isaacson & Co
New York
BA
828
Bridgewater Associates
Connecticut
HSA
829
HBK Sorce Advisory
Pennsylvania
XT
830
XTX Topco
Cayman Islands
MAS
831
Meeder Advisory Services
Ohio
1C
832
111 Capital
France
IGAM
833
iA Global Asset Management
Quebec, Canada
VVP
834
Venture Visionary Partners
Ohio
OFS
835
OneAscent Financial Services
Alabama
PAG
836
Private Advisory Group
Washington
PCP
837
Perbak Capital Partners
United Kingdom
BRWA
838
B. Riley Wealth Advisors
Florida
MAM
839
Martingale Asset Management
Massachusetts
APP
840
Avantax Planning Partners
Iowa
SWGC
841
Summit Wealth Group (Colorado)
Colorado
FC
842
Farringdon Capital
United Kingdom
ANBT
843
American National Bank & Trust
Texas
BIG
844
Brooklyn Investment Group
New York
GC
845
Globeflex Capital
California
AWM
846
Avondale Wealth Management
Texas
RF
847
Roxbury Financial
New Jersey
KWM
848
Kiker Wealth Management
Georgia
OW
849
Olistico Wealth
Oklahoma
VSQM
850
V-Square Quantitative Management
Illinois