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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 %
1832 Asset Management
301
1832 Asset Management
Ontario, Canada
$1.19M 18,887 -4,994 -21%
Fidelity International
302
Fidelity International
Bermuda
$1.19M 18,878 -12,849 -40%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$1.19M 18,830 +1,088 +6%
GCP
304
GSA Capital Partners
United Kingdom
$1.17M 18,609 +3,688 +25%
I
305
InceptionR
California
$1.16M 18,307 -18,142 -50%
NHC
306
Nicholas Hoffman & Company
Georgia
$1.15M 18,296 -21 -0.1%
JWCA
307
J.W. Cole Advisors
Florida
$1.14M 18,032 +11,200 +164%
AWA
308
Arete Wealth Advisors
Illinois
$1.14M 17,982 +554 +3%
HCA
309
Horan Capital Advisors
Ohio
$1.13M 17,855 -399 -2%
HWM
310
HB Wealth Management
Georgia
$1.12M 17,777 +2,511 +16%
HIA
311
Harbor Investment Advisory
Maryland
$1.09M 17,283 +109 +0.6%
EMPI
312
Elo Mutual Pension Insurance
Finland
$1.07M 16,916 -3,228 -16%
CIA
313
Concurrent Investment Advisors
Florida
$1.06M 16,853 +5,322 +46%
TC
314
TownSquare Capital
Utah
$1.05M 16,653 +3,231 +24%
IWC
315
Integrated Wealth Concepts
Massachusetts
$1.05M 16,620 -1,061 -6%
Janus Henderson Group
316
Janus Henderson Group
United Kingdom
$1.05M 16,685 -10,900 -40%
SAM
317
Securian Asset Management
Minnesota
$1.04M 16,544 – –
Nordea Investment Management
318
Nordea Investment Management
Sweden
$1.04M 16,400 +65 +0.4%
CLA
319
Carnegie Lake Advisors
New Jersey
$1.04M 16,525 -40 -0.2%
MIF
320
Mediolanum International Funds
Ireland
$1.04M 16,550 -1,928 -10%
VA
321
Vident Advisory
Georgia
$1.03M 16,356 -8,289 -34%
O
322
Ossiam
France
$1.01M 16,005 -3,349 -17%
PI
323
PFG Investments
New York
$1.01M 15,926 +3,514 +28%
NW
324
Naviter Wealth
Arkansas
$1M 15,993 +159 +1%
BG
325
Bahl & Gaynor
Ohio
$975K 15,449 -5,260 -25%
11 12
13
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