WPC icon

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 %
WA
326
Wealthstar Advisors
Texas
$966K 15,301 -539 -3%
OC
327
Oppenheimer & Co
New York
$952K 15,090 +2,540 +20%
CGH
328
Crossmark Global Holdings
Texas
$950K 15,056 -23 -0.2%
LI
329
LRI Investments
Florida
$942K 14,918 +7 +0%
KRS
330
Kentucky Retirement Systems
Kentucky
$933K 14,791 +14,791 New
AAS
331
Ameritas Advisory Services
Nebraska
$926K 15,322 -504 -3%
GAM
332
Generali Asset Management
Italy
$919K 14,560 -38,075 -72%
SI
333
Stephens Inc
Arkansas
$919K 14,559 +1,167 +9%
SIC
334
Samalin Investment Counsel
New York
$918K 14,539 +2,242 +18%
RFM
335
Royal Fund Management
Florida
$917K 14,510 -12,670 -47%
USAA
336
United Services Automobile Association
Texas
$908K 14,483 – –
DAS
337
Dynamic Advisor Solutions
Arizona
$889K 14,088 +14,088 New
TYCC
338
Texas Yale Capital Corp
Florida
$885K 14,016 -595 -4%
SG Americas Securities
339
SG Americas Securities
New York
$877K 13,903 -18,104 -57%
VIM
340
Vista Investment Management
Pennsylvania
$870K 13,786 -1,258 -8%
Lazard Asset Management
341
Lazard Asset Management
New York
$867K 13,759 +4,286 +45%
BFM
342
Boothbay Fund Management
New York
$852K 13,498 +13,498 New
HR
343
Howe & Rusling
New York
$836K 13,254 +36 +0.3%
RCM
344
RB Capital Management
Nevada
$826K 13,087 -976 -7%
PWM
345
Perigon Wealth Management
California
$824K 13,063 +37 +0.3%
TRCT
346
Tower Research Capital (TRC)
New York
$821K 12,957 +1,299 +11%
GI
347
GAMCO Investors
Connecticut
$814K 12,899 -701 -5%
GIBU
348
Gulf International Bank (UK)
United Kingdom
$813K 12,885 -3,790 -23%
DEA
349
DoubleLine ETF Adviser
Florida
$803K 12,719 -2,995 -19%
FFA
350
Founders Financial Alliance
North Carolina
$794K 12,577 -750 -6%
12 13
14
15 16