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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
SWGC
851
Summit Wealth Group (Colorado)
Colorado
FC
852
Farringdon Capital
United Kingdom
ANBT
853
American National Bank & Trust
Texas
BIG
854
Brooklyn Investment Group
New York
GC
855
Globeflex Capital
California
AWM
856
Avondale Wealth Management
Texas
RF
857
Roxbury Financial
New Jersey
KWM
858
Kiker Wealth Management
Georgia
OW
859
Olistico Wealth
Oklahoma
VSQM
860
V-Square Quantitative Management
Illinois
RI
861
Ridgewood Investments
New Jersey
HT
862
Headlands Technologies
Illinois
MYIA
863
Mount Yale Investment Advisors
Colorado
MMG
864
Monetary Management Group
Missouri
TSMHT
865
Thurston Springer Miller Herd & Titak
Indiana
HC
866
Hoese & Co
Minnesota
BCMLT
867
Beacon Capital Management LLC (Tennessee)
Tennessee
AWM
868
Atticus Wealth Management
Florida
T
869
Transce3nd
Texas
SO
870
Sierra Ocean
California
BFP
871
Briaud Financial Planning
Texas
PSFG
872
Park Square Financial Group
Georgia
PWA
873
Provenance Wealth Advisors
Florida
TPWA
874
Twin Peaks Wealth Advisors
California
BF
875
BOK Financial
Oklahoma