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W.P. Carey
WPC

818 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, 298 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $76.9M | Put options by funds: $31.7M

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $9.79B → $10.6B (+$808M)

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.11% less ownership

Funds ownership: 71.57% → 71.47% (-0.11%)

0% less funds holding

Funds holding: 819 → 818 (-1)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% 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
80
Increased
298
Reduced
281
Closed
69
Calls
$76.9M
Puts
$31.7M
Net Calls
+$45.3M
Net Calls Change
-$7M

Top Buyers

1
Invesco
Invesco
Georgia
+$205M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$68.2M
3
Barclays
Barclays
United Kingdom
+$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$168M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51.4M
3
GA
GRS Advisors
Illinois
-$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
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$2.4M -$270K -4,126 -10%
IAG
227
Investmark Advisory Group
Connecticut
$2.39M +$49.2K +751 +2%
VPIM
228
Vanguard Personalized Indexing Management
California
$2.36M +$15.3K +234 +0.7%
PFSRSONJ
229
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.36M +$149K +2,283 +7%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$2.36M +$298K +4,551 +15%
Cerity Partners
231
Cerity Partners
New York
$2.32M +$228K +3,487 +11%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$2.31M -$99.4K -1,518 -4%
WCG
233
Weaver Consulting Group
California
$2.31M +$25.5K +390 +1%
GCWM
234
Graham Capital Wealth Management
District of Columbia
$2.27M -$186K -2,840 -8%
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$2.26M -$406K -6,197 -16%
XF
236
XML Financial
Maryland
$2.23M -$143K -2,178 -6%
AWM
237
Apollon Wealth Management
South Carolina
$2.21M +$707K +10,804 +49%
US Bancorp
238
US Bancorp
Minnesota
$2.2M -$60.6K -926 -3%
WSCM
239
Wellington Shields Capital Management
New York
$2.15M – – –
IWA
240
Inspirion Wealth Advisors
Illinois
$2.13M +$674K +10,300 +43%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$2.13M -$194K -2,970 -9%
SLAM
242
Swiss Life Asset Management
$2.07M -$4.06M -62,034 -67%
WPW
243
Waldron Private Wealth
Pennsylvania
$2.06M – – –
SA
244
Sanctuary Advisors
Indiana
$2.04M -$339K -5,181 -15%
NIWA
245
New Insight Wealth Advisors
California
$2.01M -$559K -8,533 -22%
P
246
&Partners
Tennessee
$1.99M +$99.1K +1,514 +5%
CPRC
247
Consolidated Portfolio Review Corp
New York
$1.99M -$21.6K -330 -1%
Teacher Retirement System of Texas
248
Teacher Retirement System of Texas
Texas
$1.94M -$299K -4,562 -14%
BFS
249
BridgePort Financial Solutions
Iowa
$1.92M -$21.4K -327 -1%
GCA
250
Gradient Capital Advisors
California
$1.91M -$23K -352 -1%
8 9
10
11 12

WPC Hedge Fund Activity: Q3 2025 in Review

818 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2025, worth a combined $10.6B — up 8.3% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WPC positions and 69 closed out — a net gain of 11 holders — while 298 added to existing stakes and 281 trimmed.

The largest buyer was Invesco, adding an estimated $205M. The largest seller was UBS AM, cutting an estimated $168M.

  • 818 institutional investors held W.P. Carey (WPC) as of Q3 2025, down from 819 in Q2 2025.
  • Funds reported $10.6B of W.P. Carey stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 80 funds opened new W.P. Carey positions in Q3 2025 and 69 closed out, a net change of +11 holders.
  • The largest W.P. Carey buyer in Q3 2025 was Invesco, an estimated $205M added.
  • The largest W.P. Carey seller in Q3 2025 was UBS AM, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.