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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 %
SCM
326
Sterling Capital Management
North Carolina
$900K +$148K +2,380 +20%
SIC
327
Samalin Investment Counsel
New York
$896K -$10.5K -168 -1%
AI
328
Atria Investments
North Carolina
$895K +$162K +2,597 +22%
BG
329
Bahl & Gaynor
Ohio
$885K -$79K -1,267 -8%
NHC
330
Nicholas Hoffman & Company
Georgia
$883K -$258K -4,133 -23%
Lazard Asset Management
331
Lazard Asset Management
New York
$877K +$19.3K +309 +2%
TYCC
332
Texas Yale Capital Corp
Florida
$875K +$312 +5 +0%
SI
333
Stephens Inc
Arkansas
$867K -$40.9K -655 -4%
KRS
334
Kentucky Retirement Systems
Kentucky
$866K -$56.7K -909 -6%
QCG
335
Quadrant Capital Group
Ohio
$858K +$418K +6,698 +95%
VIM
336
Vista Investment Management
Pennsylvania
$855K -$5.18K -83 -0.6%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$850K +$669K +10,717 +368%
SWP
338
Stratos Wealth Partners
Ohio
$838K +$121K +1,938 +17%
HR
339
Howe & Rusling
New York
$825K -$2.25K -36 -0.3%
Mirae Asset Global Investments
340
Mirae Asset Global Investments
South Korea
$815K +$60.9K +976 +8%
KIM
341
Kestra Investment Management
Texas
$812K +$309K +4,921 +62%
RCM
342
RB Capital Management
Nevada
$808K -$8.73K -140 -1%
GI
343
GAMCO Investors
Connecticut
$805K – – –
DEA
344
DoubleLine ETF Adviser
Florida
$803K +$9.36K +150 +1%
VA
345
Vident Advisory
Georgia
$801K -$219K -3,518 -22%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$792K +$9.11K +146 +1%
FPAS
347
Focus Partners Advisor Solutions
Missouri
$791K +$163K +2,612 +26%
FFA
348
Founders Financial Alliance
North Carolina
$778K -$6.8K -109 -0.9%
CRC
349
Curi RMB Capital
Illinois
$774K +$774K +12,227 New
PWM
350
Perigon Wealth Management
California
$757K -$58K -929 -7%
12 13
14
15 16