WPC icon

W.P. Carey
WPC

Overview Fund Activity

800 hedge funds and large institutions have $9.75B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 255 reducing their positions, and 71 closing their positions.

Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
330
Reduced
255
Closed
71
Calls
$69.9M
Puts
$12.6M
Net Calls
+$57.4M
Net Calls Change
+$14.6M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$151M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$48.1M
3
GA
3
GRS Advisors
Illinois
$37.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$45.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$32.5M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
2
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B 30,779,041 +32,189 +0.1%
BlackRock
2
BlackRock
New York
$1.73B 27,744,376 +383,389 +1%
State Street
3
State Street
Massachusetts
$772M 12,209,342 -245,975 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$318M 5,101,061 -11,129 -0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$287M 4,606,018 +87,150 +2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$232M 3,716,050 -502,369 -12%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$195M 3,121,698 -52,267 -2%
Charles Schwab
8
Charles Schwab
California
$173M 2,769,189 +106,879 +4%
Northern Trust
9
Northern Trust
Illinois
$170M 2,723,181 +26,337 +1%
UBS AM
10
UBS AM
Illinois
$160M 2,567,832 +310,815 +14%
Legal & General Group
11
Legal & General Group
United Kingdom
$159M 2,551,251 +120,498 +5%
Norges Bank
12
Norges Bank
Norway
$151M 2,427,234 +2,427,234 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$140M 2,237,186 -10,833 -0.5%
Morgan Stanley
14
Morgan Stanley
New York
$115M 1,843,990 -180,910 -9%
EIC
15
Equity Investment Corp
Georgia
$113M 1,806,639 -142,756 -7%
UBS Group
16
UBS Group
Switzerland
$90.4M 1,449,368 -154,111 -10%
Bank of America
17
Bank of America
North Carolina
$70.4M 1,127,990 -9,569 -0.8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$61.4M 984,484 -75,688 -7%
ACM
19
Advisors Capital Management
New Jersey
$54.6M 875,988 +52,660 +6%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$53.6M 859,273 -136,227 -14%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$51.8M 830,543 +517,855 +166%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$51.4M 824,734 -47,762 -5%
AAMU
23
APG Asset Management US
New York
$51.2M 812,241 +52,222 +7%
Ameriprise
24
Ameriprise
Minnesota
$48.9M 784,333 +59,497 +8%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$48.1M 771,534 +744,097 +2,712%
1
2 3 4 5