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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
FFP
201
Freedom Financial Partners
Minnesota
$3.09M
Balyasny Asset Management
202
Balyasny Asset Management
Illinois
$3.06M
HAG
203
HighPoint Advisor Group
Illinois
$3.05M
NAAA
204
New Age Alpha Advisors
New York
$3.03M
HFS
205
Hantz Financial Services
Michigan
$2.98M
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$2.98M
CS
207
Capital Square
Tennessee
$2.96M
Stifel Financial
208
Stifel Financial
Missouri
$2.94M
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$2.93M
PS
210
Presima Securities
Quebec, Canada
$2.9M
PAG
211
Private Advisor Group
New Jersey
$2.89M
QCM
212
QRG Capital Management
Illinois
$2.85M
Natixis Advisors
213
Natixis Advisors
Massachusetts
$2.8M
AIP
214
Ameritas Investment Partners
Nebraska
$2.77M
KOCAA
215
Knights of Columbus Asset Advisors
Connecticut
$2.71M
SFM
216
Signet Financial Management
New Jersey
$2.67M
DnB Asset Management
217
DnB Asset Management
Norway
$2.63M
SWA
218
SFMG Wealth Advisors
Texas
$2.6M
X
219
Xponance
Pennsylvania
$2.58M
MIM
220
Meixler Investment Management
Arizona
$2.48M
AWA
221
Arkadios Wealth Advisors
Georgia
$2.46M
URS
222
Utah Retirement Systems
Utah
$2.41M
Toronto Dominion Bank
223
Toronto Dominion Bank
Ontario, Canada
$2.4M
IAG
224
Investmark Advisory Group
Connecticut
$2.39M
VPIM
225
Vanguard Personalized Indexing Management
California
$2.36M