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W.P. Carey
WPC

Overview Fund Activity

805 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
10.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
84
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
CAPTRUST Financial Advisors
North Carolina
$48.1M
2
GA
GRS Advisors
Illinois
$37.7M
3
First Trust Advisors
First Trust Advisors
Illinois
$45.9M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$32.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.8M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
276
Kestra Private Wealth Services
Texas
$1.45M -$47.1K -755 -3%
NYLIM
277
New York Life Investment Management
New York
$1.45M -$30.9K -496 -2%
GC
278
Guggenheim Capital
Illinois
$1.44M +$17.2K +275 +1%
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$1.43M +$159K +2,543 +13%
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$1.42M +$127K +2,035 +10%
TA
281
TFG Advisers
Michigan
$1.4M +$16.3K +261 +1%
FRA
282
Frank Rimerman Advisors
California
$1.4M +$195K +3,122 +16%
PCM
283
Penserra Capital Management
California
$1.38M -$218K -3,501 -14%
JWM
284
Jeppson Wealth Management
California
$1.37M +$20.4K +327 +2%
ABC
285
Associated Banc-Corp
Wisconsin
$1.37M – – –
AWM
286
Apollon Wealth Management
South Carolina
$1.36M -$13.2K -211 -1%
CWM
287
Cornerstone Wealth Management
Missouri
$1.36M -$19.7K -316 -1%
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$1.35M +$673K +10,781 +99%
SF
289
Summit Financial
New Jersey
$1.33M +$106K +1,683 +9%
CWMP
290
Clarion Wealth Managment Partners
Virginia
$1.32M +$1.32M +21,084 New
MC
291
Moors & Cabot
Massachusetts
$1.31M – – –
EAM
292
Erste Asset Management
Austria
$1.27M – – –
Public Employees Retirement Association of Colorado
293
Public Employees Retirement Association of Colorado
Colorado
$1.27M – – –
William Blair & Company
294
William Blair & Company
Illinois
$1.23M +$1.87K +30 +0.2%
AF
295
Avanza Fonder
Sweden
$1.2M +$1.2M +19,199 New
HW
296
Hancock Whitney
Mississippi
$1.19M +$1.19M +19,072 New
SSA
297
Schonfeld Strategic Advisors
New York
$1.16M +$1.16M +18,545 New
JWCA
298
J.W. Cole Advisors
Florida
$1.16M +$31.2K +500 +3%
IIM
299
INTECH Investment Management
Florida
$1.15M -$308K -4,935 -21%
O
300
Ossiam
France
$1.14M +$146K +2,348 +15%
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12
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