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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 %
BAM
276
Belpointe Asset Management
Nevada
$1.47M 23,221 +4,278 +23%
PI
277
PGGM Investments
Netherlands
$1.46M 23,186 -2,575,260 -99%
GC
278
Guggenheim Capital
Illinois
$1.44M 22,817 +1,693 +8%
TA
279
TFG Advisers
Michigan
$1.4M 22,262 -379 -2%
CWM
280
Cornerstone Wealth Management
Missouri
$1.4M 22,121 -1,916 -8%
AWM
281
Apollon Wealth Management
South Carolina
$1.39M 22,080 -1,174 -5%
ABC
282
Associated Banc-Corp
Wisconsin
$1.39M 22,007 – –
PP
283
Prudential plc
United Kingdom
$1.39M 21,990 +8,592 +64%
P
284
&Partners
Tennessee
$1.38M 22,037 +2,990 +16%
JWM
285
Jeppson Wealth Management
California
$1.37M 21,713 -343 -2%
A
286
AlphaQuest
New York
$1.37M 21,684 +217 +1%
EWA
287
EverSource Wealth Advisors
Alabama
$1.35M 21,427 -2,820 -12%
PI
288
PineBridge Investments
New York
$1.34M 21,248 -62,377 -75%
MA
289
Mutual Advisors
Nebraska
$1.33M 21,983 +3,090 +16%
MC
290
Moors & Cabot
Massachusetts
$1.33M 21,065 -275 -1%
Mackenzie Financial
291
Mackenzie Financial
Ontario, Canada
$1.31M 20,787 +1,763 +9%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$1.28M 20,336 – –
Pathstone Holdings
293
Pathstone Holdings
New Jersey
$1.28M 20,304 +525 +3%
EAM
294
Erste Asset Management
Austria
$1.27M 20,200 – –
CTA
295
Colonial Trust Advisors
South Carolina
$1.26M 19,893 -2,360 -11%
William Blair & Company
296
William Blair & Company
Illinois
$1.24M 19,722 -1,916 -9%
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$1.23M 19,438 +3,700 +24%
FRA
298
Frank Rimerman Advisors
California
$1.22M 19,309 +11,905 +161%
SF
299
Summit Financial
New Jersey
$1.22M 19,294 +1,837 +11%
ST
300
Sabal Trust
Florida
$1.19M 18,922 – –
10 11
12
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