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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 %
AWA
301
Arete Wealth Advisors
Illinois
$1.14M +$22.1K +354 +2%
DFG
302
Demars Financial Group
Washington
$1.12M -$65M -1,042,788 -98%
HW
303
HORAN Wealth
Ohio
$1.12M +$1.12M +17,949 New
CTA
304
Colonial Trust Advisors
South Carolina
$1.12M -$121K -1,944 -10%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$58K -929 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
306
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.11M +$412K +6,600 +59%
NW
307
Naviter Wealth
Arkansas
$1.11M +$97.6K +1,543 +10%
EI
308
Ethic Inc
New York
$1.09M +$628K +9,993 +137%
A
309
AlphaQuest
New York
$1.08M -$270K -4,327 -20%
ET
310
Entropy Technologies
New York
$1.07M -$1.15M -18,444 -52%
HIA
311
Harbor Investment Advisory
Maryland
$1.07M -$8.8K -141 -0.8%
CIA
312
Concurrent Investment Advisors
Florida
$1.05M +$2.37K +38 +0.2%
SAM
313
Securian Asset Management
Minnesota
$1.04M +$8.23K +132 +0.8%
CLA
314
Carnegie Lake Advisors
New Jersey
$1.03M – – –
OC
315
Oppenheimer & Co
New York
$1.03M +$85.6K +1,373 +9%
RFM
316
Royal Fund Management
Florida
$1.02M +$112K +1,794 +12%
Nordea Investment Management
317
Nordea Investment Management
Sweden
$1.01M +$4.67K +76 +0.5%
FNBT
318
FineMark National Bank & Trust
Florida
$1.01M +$1.01M +16,196 New
IWC
319
Integrated Wealth Concepts
Massachusetts
$983K -$53.8K -862 -5%
AWS
320
Atria Wealth Solutions
New York
$971K -$5.6M -88,779 -85%
CGH
321
Crossmark Global Holdings
Texas
$956K +$16.5K +265 +2%
WA
322
Wealthstar Advisors
Texas
$954K -$686 -11 -0.1%
D.E. Shaw & Co
323
D.E. Shaw & Co
New York
$953K +$301K +4,820 +46%
EMPI
324
Elo Mutual Pension Insurance
Finland
$953K -$102K -1,639 -10%
LI
325
LRI Investments
Florida
$931K – – –
11 12
13
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