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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
HAG
201
HighPoint Advisor Group
Illinois
$3.05M
NAAA
202
New Age Alpha Advisors
New York
$3.03M
HFS
203
Hantz Financial Services
Michigan
$2.98M
OPERF
204
Oregon Public Employees Retirement Fund
Oregon
$2.98M
CS
205
Capital Square
Tennessee
$2.96M
Stifel Financial
206
Stifel Financial
Missouri
$2.94M
PS
207
Presima Securities
Quebec, Canada
$2.9M
PAG
208
Private Advisor Group
New Jersey
$2.89M
QCM
209
QRG Capital Management
Illinois
$2.85M
Natixis Advisors
210
Natixis Advisors
Massachusetts
$2.8M
AIP
211
Ameritas Investment Partners
Nebraska
$2.77M
KOCAA
212
Knights of Columbus Asset Advisors
Connecticut
$2.71M
SFM
213
Signet Financial Management
New Jersey
$2.67M
DnB Asset Management
214
DnB Asset Management
Norway
$2.63M
SWA
215
SFMG Wealth Advisors
Texas
$2.6M
X
216
Xponance
Pennsylvania
$2.58M
MIM
217
Meixler Investment Management
Arizona
$2.48M
AWA
218
Arkadios Wealth Advisors
Georgia
$2.46M
URS
219
Utah Retirement Systems
Utah
$2.41M
Toronto Dominion Bank
220
Toronto Dominion Bank
Ontario, Canada
$2.4M
IAG
221
Investmark Advisory Group
Connecticut
$2.39M
VPIM
222
Vanguard Personalized Indexing Management
California
$2.36M
PFSRSONJ
223
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.36M
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$2.36M
Cerity Partners
225
Cerity Partners
New York
$2.32M