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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
Swedbank
176
Swedbank
Sweden
$4.09M
NAM
177
Nissay Asset Management
Japan
$4.08M
SOMRS
178
State of Michigan Retirement System
Michigan
$4.04M
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$3.97M
IC
180
IEQ Capital
California
$3.91M
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$3.91M
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.88M
Neuberger Berman Group
183
Neuberger Berman Group
New York
$3.71M
BLC
184
Brown, Lisle/Cummings
Rhode Island
$3.62M
AOWM
185
Alpha Omega Wealth Management
Virginia
$3.5M
MGP
186
Metis Global Partners
California
$3.5M
CNFG
187
Creegan & Nassoura Financial Group
New Hampshire
$3.49M
Fuller & Thaler Asset Management
188
Fuller & Thaler Asset Management
California
$3.44M
RBC
189
Romano Brothers & Co
Illinois
$3.39M
Baird Financial Group
190
Baird Financial Group
Wisconsin
$3.35M
NMIMC
191
Northwestern Mutual Investment Management Company
Wisconsin
$3.3M
Schroder Investment Management Group
192
Schroder Investment Management Group
United Kingdom
$3.24M
CCM
193
Coldstream Capital Management
Washington
$3.19M
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$3.17M
Corient Private Wealth
195
Corient Private Wealth
Florida
$3.17M
HighTower Advisors
196
HighTower Advisors
Illinois
$3.16M
UIC
197
Uniplan Investment Counsel
Wisconsin
$3.15M
OAM
198
Ostrum Asset Management
France
$3.1M
FFP
199
Freedom Financial Partners
Minnesota
$3.09M
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
$3.06M