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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
Balyasny Asset Management
201
Balyasny Asset Management
Illinois
$3.06M
HAG
202
HighPoint Advisor Group
Illinois
$3.05M
NAAA
203
New Age Alpha Advisors
New York
$3.03M
HFS
204
Hantz Financial Services
Michigan
$2.98M
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$2.98M
CS
206
Capital Square
Tennessee
$2.96M
Stifel Financial
207
Stifel Financial
Missouri
$2.94M
NMERB
208
New Mexico Educational Retirement Board
New Mexico
$2.93M
PS
209
Presima Securities
Quebec, Canada
$2.9M
PAG
210
Private Advisor Group
New Jersey
$2.89M
QCM
211
QRG Capital Management
Illinois
$2.85M
Natixis Advisors
212
Natixis Advisors
Massachusetts
$2.8M
AIP
213
Ameritas Investment Partners
Nebraska
$2.77M
KOCAA
214
Knights of Columbus Asset Advisors
Connecticut
$2.71M
SFM
215
Signet Financial Management
New Jersey
$2.67M
DnB Asset Management
216
DnB Asset Management
Norway
$2.63M
SWA
217
SFMG Wealth Advisors
Texas
$2.6M
X
218
Xponance
Pennsylvania
$2.58M
MIM
219
Meixler Investment Management
Arizona
$2.48M
AWA
220
Arkadios Wealth Advisors
Georgia
$2.46M
URS
221
Utah Retirement Systems
Utah
$2.41M
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$2.4M
IAG
223
Investmark Advisory Group
Connecticut
$2.39M
VPIM
224
Vanguard Personalized Indexing Management
California
$2.36M
PFSRSONJ
225
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.36M