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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 %
US Bancorp
251
US Bancorp
Minnesota
$1.99M 31,483 -1,281 -4%
PFSRSONJ
252
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.98M 31,307 – –
WPW
253
Waldron Private Wealth
Pennsylvania
$1.92M 30,074 +30,074 New
GCA
254
Gradient Capital Advisors
California
$1.85M 29,261 -551 -2%
CPRC
255
Consolidated Portfolio Review Corp
New York
$1.81M 28,698 +13,546 +89%
BFS
256
BridgePort Financial Solutions
Iowa
$1.8M 28,501 +979 +4%
DFCM
257
Dark Forest Capital Management
Puerto Rico
$1.77M 28,020 +28,020 New
M&T Bank
258
M&T Bank
New York
$1.77M 27,979 -389 -1%
LAM
259
LECAP Asset Management
United Kingdom
$1.76M 27,871 +27,871 New
EM
260
Excalibur Management
Massachusetts
$1.74M 27,551 +3 +0%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$1.73M 27,437 +8,095 +42%
Neuberger Berman Group
262
Neuberger Berman Group
New York
$1.71M 27,090 +1,065 +4%
HP
263
Hilltop Partners
Indiana
$1.68M 26,631 +21 +0.1%
Federated Hermes
264
Federated Hermes
Pennsylvania
$1.66M 26,352 -1,142 -4%
IWA
265
Inspirion Wealth Advisors
Illinois
$1.66M 26,300 -3,783 -13%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$1.64M 26,009 +772 +3%
CAM
267
Cozad Asset Management
Illinois
$1.62M 25,698 -23,315 -48%
PCM
268
Penserra Capital Management
California
$1.61M 25,571 +4,287 +20%
Walleye Capital
269
Walleye Capital
New York
$1.61M 25,443 +3,824 +18%
FA
270
Fiduciary Alliance
South Carolina
$1.59M 25,222 -812 -3%
II
271
Inspire Investing
Idaho
$1.55M 24,482 +547 +2%
HRES
272
Heitman Real Estate Securities
Illinois
$1.52M 24,119 +24,119 New
KPWS
273
Kestra Private Wealth Services
Texas
$1.52M 24,034 -974 -4%
NYLIM
274
New York Life Investment Management
New York
$1.5M 23,729 +23,729 New
IIM
275
INTECH Investment Management
Florida
$1.48M 23,374 -42,045 -64%
9 10
11
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