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W.P. Carey
WPC

Overview Fund Activity

804 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

Holders
804
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
333
Reduced
256
Closed
71
Calls
$88.8M
Puts
$36.5M
Net Calls
+$52.3M
Net Calls Change
+$9.49M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$48.1M
2
GA
2
GRS Advisors
Illinois
$37.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$45.9M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$32.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$51.8M

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 Holding Trade Value Shares
Change 		Shares
Change %
MIM
226
Meixler Investment Management
Arizona
$2.34M +$235K +3,765 +11%
SFI
227
Susquehanna Fundamental Investments
Pennsylvania
$2.33M -$572K -9,173 -20%
GCWM
228
Graham Capital Wealth Management
District of Columbia
$2.27M -$33.7K -540 -1%
AWA
229
Arkadios Wealth Advisors
Georgia
$2.24M +$31.4K +504 +1%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$2.23M +$81.5K +1,306 +4%
URS
231
Utah Retirement Systems
Utah
$2.23M -$10.8K -173 -0.5%
XF
232
XML Financial
Maryland
$2.19M -$139K -2,234 -6%
HKAM
233
Horizon Kinetics Asset Management
New York
$2.17M – – –
VPIM
234
Vanguard Personalized Indexing Management
California
$2.17M +$198K +3,178 +10%
IAG
235
Investmark Advisory Group
Connecticut
$2.16M -$16.7K -268 -0.8%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$2.15M -$462K -7,402 -18%
VOYA Investment Management
237
VOYA Investment Management
Georgia
$2.14M -$127K -2,030 -6%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$2.13M +$1.09M +17,450 +105%
TAF
239
Tredje AP-fonden
Sweden
$2.12M – – –
PS
240
Presima Securities
Quebec, Canada
$2.11M +$58.1K +932 +3%
WCG
241
Weaver Consulting Group
California
$2.11M -$48.9K -784 -2%
US Bancorp
242
US Bancorp
Minnesota
$2.09M +$128K +2,045 +6%
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
$2.07M +$78.7K +1,261 +4%
PFSRSONJ
244
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.04M +$84K +1,347 +4%
GAM
245
Griffin Asset Management
New York
$2.01M +$11.1K +178 +0.6%
WSCM
246
Wellington Shields Capital Management
New York
$1.98M -$172K -2,750 -8%
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
$1.98M -$14.7M -235,236 -88%
Cerity Partners
248
Cerity Partners
New York
$1.93M -$52.8K -847 -3%
KOCAA
249
Knights of Columbus Asset Advisors
Connecticut
$1.91M +$1.91M +30,551 New
WPW
250
Waldron Private Wealth
Pennsylvania
$1.9M – – –
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10
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