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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
GAM
251
Griffin Asset Management
New York
$1.9M -$270K -4,127 -13%
MA
252
Mutual Advisors
Nebraska
$1.89M +$335K +5,122 +22%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$1.83M +$188K +2,874 +12%
KBC Group
254
KBC Group
Belgium
$1.81M – – –
EM
255
Excalibur Management
Massachusetts
$1.79M -$1.96K -30 -0.1%
VOYA Investment Management
256
VOYA Investment Management
Georgia
$1.79M -$513K -7,836 -23%
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$1.78M -$33.2K -507 -2%
OAM
258
OP Asset Management
$1.74M – – –
CAM
259
Cozad Asset Management
Illinois
$1.73M -$6.81K -104 -0.4%
FA
260
Fiduciary Alliance
South Carolina
$1.72M +$33.9K +518 +2%
TD Asset Management
261
TD Asset Management
Ontario, Canada
$1.67M -$1.13M -17,308 -41%
II
262
Inspire Investing
Idaho
$1.67M -$44.8K -685 -3%
Federated Hermes
263
Federated Hermes
Pennsylvania
$1.67M +$64.7K +989 +4%
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$1.66M +$113K +1,730 +8%
DAS
265
Diversify Advisory Services
Utah
$1.64M -$110K -1,680 -6%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$1.63M +$161K +2,466 +11%
HP
267
Hilltop Partners
Indiana
$1.62M -$145K -2,221 -8%
FPAS
268
Focus Partners Advisor Solutions
Missouri
$1.62M +$755K +11,531 +91%
BAM
269
Belpointe Asset Management
Nevada
$1.61M +$2.75K +42 +0.2%
GC
270
Guggenheim Capital
Illinois
$1.57M +$11K +168 +0.7%
HKAM
271
Horizon Kinetics Asset Management
New York
$1.57M -$753K -11,500 -33%
PCM
272
Penserra Capital Management
California
$1.54M +$47.8K +730 +3%
CWM
273
Cornerstone Wealth Management
Missouri
$1.53M +$59.5K +909 +4%
TAF
274
Tredje AP-fonden
Sweden
$1.53M -$740K -11,299 -33%
I
275
InceptionR
California
$1.53M +$780K +11,920 +111%
9 10
11
12 13

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.