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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 %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$1.9M +$683K +10,944 +56%
M&T Bank
252
M&T Bank
New York
$1.89M +$149K +2,389 +9%
Walleye Capital
253
Walleye Capital
New York
$1.83M +$247K +3,960 +16%
CPRC
254
Consolidated Portfolio Review Corp
New York
$1.82M +$33.1K +531 +2%
BFS
255
BridgePort Financial Solutions
Iowa
$1.79M +$11.2K +180 +0.6%
GCA
256
Gradient Capital Advisors
California
$1.78M -$44.2K -709 -2%
P
257
&Partners
Tennessee
$1.78M +$400K +6,411 +29%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$1.76M +$1.1M +17,574 +166%
DAS
259
Diversify Advisory Services
Utah
$1.73M +$1.73M +26,489 New
SG Americas Securities
260
SG Americas Securities
New York
$1.71M +$840K +13,465 +97%
Citadel Advisors
261
Citadel Advisors
Florida
$1.69M -$2.58M -41,418 -60%
1832 Asset Management
262
1832 Asset Management
Ontario, Canada
$1.68M +$506K +8,112 +43%
FLPIM
263
F.L. Putnam Investment Management
Massachusetts
$1.67M +$1.67M +26,785 New
KBC Group
264
KBC Group
Belgium
$1.67M -$1.41M -22,632 -46%
EM
265
Excalibur Management
Massachusetts
$1.66M -$61.1K -980 -4%
HP
266
Hilltop Partners
Indiana
$1.64M -$24K -384 -1%
CAM
267
Cozad Asset Management
Illinois
$1.61M +$2.68K +43 +0.2%
II
268
Inspire Investing
Idaho
$1.58M +$57.6K +923 +4%
FA
269
Fiduciary Alliance
South Carolina
$1.56M -$17.8K -285 -1%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$1.51M -$115K -1,839 -7%
IWA
271
Inspirion Wealth Advisors
Illinois
$1.49M -$151K -2,421 -9%
BAM
272
Belpointe Asset Management
Nevada
$1.48M +$34.1K +547 +2%
Federated Hermes
273
Federated Hermes
Pennsylvania
$1.48M -$165K -2,643 -10%
MA
274
Mutual Advisors
Nebraska
$1.47M +$51.4K +795 +4%
N
275
Natixis
France
$1.47M +$1.41M +22,636 +2,578%
9 10
11
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