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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.68B invested in W.P. Carey in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 63 closing their positions.

Holders
813
Holders Change
+38
Holders Change %
+4.9%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
113
Increased
307
Reduced
260
Closed
63
Calls
$87.6M
Puts
$44.8M
Net Calls
+$42.8M
Net Calls Change
+$32.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$323M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$111M
3
NL
3
Nuveen LLC
North Carolina
$30.2M
4
PMG
4
Private Management Group
California
$29.9M
5
State Street
5
State Street
Massachusetts
$797M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$1.46M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.33M
4
Millennium Management
4
Millennium Management
New York
$13.5M
5
UBS Group
5
UBS Group
Switzerland
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
PD
226
Planning Directions
Pennsylvania
$2.35M 37,191 +37,191 New
GCWM
227
Graham Capital Wealth Management
District of Columbia
$2.34M 37,004 -16,054 -30%
PFA
228
Pathway Financial Advisers
Indiana
$2.33M 36,904 +3,044 +9%
Prudential Financial
229
Prudential Financial
New Jersey
$2.3M 36,491 -10,565 -22%
VOYA Investment Management
230
VOYA Investment Management
Georgia
$2.29M 36,294 +8,339 +30%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$2.27M 35,942 +15 +0%
URS
232
Utah Retirement Systems
Utah
$2.26M 35,876 – –
ET
233
Entropy Technologies
New York
$2.25M 35,630 +35,630 New
AWA
234
Arkadios Wealth Advisors
Georgia
$2.24M 35,441 +5,050 +17%
IAG
235
Investmark Advisory Group
Connecticut
$2.2M 34,814 +1,849 +6%
HKAM
236
Horizon Kinetics Asset Management
New York
$2.19M 34,750 -400 -1%
WCG
237
Weaver Consulting Group
California
$2.18M 34,602 -175 -0.5%
WSCM
238
Wellington Shields Capital Management
New York
$2.18M 34,527 -1,383 -4%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$2.17M 34,458 +2,310 +7%
TAF
240
Tredje AP-fonden
Sweden
$2.14M 33,977 – –
MIM
241
Meixler Investment Management
Arizona
$2.13M 33,741 +15,256 +83%
PS
242
Presima Securities
Quebec, Canada
$2.08M 32,902 +602 +2%
Toronto Dominion Bank
243
Toronto Dominion Bank
Ontario, Canada
$2.07M 32,831 +3,417 +12%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$2.06M 32,701 +6,803 +26%
GAM
245
Griffin Asset Management
New York
$2.02M 32,058 +2,289 +8%
Teacher Retirement System of Texas
246
Teacher Retirement System of Texas
Texas
$2.02M 31,994 +31,994 New
Swedbank
247
Swedbank
Sweden
$2.02M 31,959 – –
Cerity Partners
248
Cerity Partners
New York
$2M 31,723 +5,049 +19%
MGP
249
Metis Global Partners
California
$2M 31,620 +3,561 +13%
VPIM
250
Vanguard Personalized Indexing Management
California
$1.99M 31,545 +3,163 +11%
8 9
10
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