WPC icon

W.P. Carey

810 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, 279 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
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
BIG
851
Brooklyn Investment Group
New York
GC
852
Globeflex Capital
California
AWM
853
Avondale Wealth Management
Texas
RF
854
Roxbury Financial
New Jersey
KWM
855
Kiker Wealth Management
Georgia
OW
856
Olistico Wealth
Oklahoma
VSQM
857
V-Square Quantitative Management
Illinois
RI
858
Ridgewood Investments
New Jersey
HT
859
Headlands Technologies
Illinois
MYIA
860
Mount Yale Investment Advisors
Colorado
MMG
861
Monetary Management Group
Missouri
TSMHT
862
Thurston Springer Miller Herd & Titak
Indiana
HC
863
Hoese & Co
Minnesota
BCMLT
864
Beacon Capital Management LLC (Tennessee)
Tennessee
AWM
865
Atticus Wealth Management
Florida
T
866
Transce3nd
Texas
SO
867
Sierra Ocean
California
BFP
868
Briaud Financial Planning
Texas
PSFG
869
Park Square Financial Group
Georgia
PWA
870
Provenance Wealth Advisors
Florida
TPWA
871
Twin Peaks Wealth Advisors
California
BF
872
BOK Financial
Oklahoma
EWM
873
Evolution Wealth Management
Florida
HI
874
Horizon Investments
North Carolina
TIM
875
Total Investment Management
Arizona