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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
LSERS
176
Louisiana State Employees Retirement System
Louisiana
$4.12M
Swedbank
177
Swedbank
Sweden
$4.09M
NAM
178
Nissay Asset Management
Japan
$4.08M
SOMRS
179
State of Michigan Retirement System
Michigan
$4.04M
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$3.97M
IC
181
IEQ Capital
California
$3.91M
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$3.91M
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.88M
Neuberger Berman Group
184
Neuberger Berman Group
New York
$3.71M
BLC
185
Brown, Lisle/Cummings
Rhode Island
$3.62M
AOWM
186
Alpha Omega Wealth Management
Virginia
$3.5M
MGP
187
Metis Global Partners
California
$3.5M
CNFG
188
Creegan & Nassoura Financial Group
New Hampshire
$3.49M
Fuller & Thaler Asset Management
189
Fuller & Thaler Asset Management
California
$3.44M
RBC
190
Romano Brothers & Co
Illinois
$3.39M
Baird Financial Group
191
Baird Financial Group
Wisconsin
$3.35M
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$3.3M
Schroder Investment Management Group
193
Schroder Investment Management Group
United Kingdom
$3.24M
CCM
194
Coldstream Capital Management
Washington
$3.19M
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$3.17M
Corient Private Wealth
196
Corient Private Wealth
Florida
$3.17M
HighTower Advisors
197
HighTower Advisors
Illinois
$3.16M
UIC
198
Uniplan Investment Counsel
Wisconsin
$3.15M
OAM
199
Ostrum Asset Management
France
$3.1M
FFP
200
Freedom Financial Partners
Minnesota
$3.09M