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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
1
CAPTRUST Financial Advisors
North Carolina
$48.1M
2
GA
2
GRS Advisors
Illinois
$37.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$45.9M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$32.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$51.8M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
2
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
351
Financial Gravity Companies
Texas
$756K +$756K +12,120 New
ASN
352
Advisory Services Network
Georgia
$754K +$49.1K +765 +7%
CFG
353
Cooper Financial Group
California
$749K +$11.3K +181 +2%
AssetMark Inc
354
AssetMark Inc
California
$746K +$73.3K +1,175 +11%
WANY
355
Wealthspire Advisors (New York)
New York
$746K -$7.11K -114 -0.9%
AAS
356
Ameritas Advisory Services
Nebraska
$727K -$229K -3,671 -24%
WIM
357
WealthPlan Investment Management
Nebraska
$721K +$136K +2,180 +23%
PI
358
PFG Investments
New York
$720K -$274K -4,387 -28%
TI
359
Tidal Investments
Wisconsin
$716K +$716K +11,478 New
CIC
360
Cornercap Investment Counsel
Georgia
$716K -$16.5K -264 -2%
LOIM
361
Liberty One Investment Management
Illinois
$702K -$47.8K -766 -6%
C1AG
362
Client 1st Advisory Group
Florida
$699K -$29.9K -480 -4%
CWM
363
C2C Wealth Management
Arizona
$696K +$3.12K +50 +0.4%
LSWP
364
Liberty Square Wealth Partners
Pennsylvania
$694K +$7.61K +122 +1%
LCWP
365
Legacy Capital Wealth Partners
Arkansas
$693K -$13.7K -220 -2%
BBA
366
BLB&B Advisors
Pennsylvania
$689K +$62 +1 +0%
HWM
367
HB Wealth Management
Georgia
$688K -$421K -6,749 -38%
BAMF
368
BI Asset Management Fondsmaeglerselskab
Denmark
$684K -$71.1K -1,140 -9%
CIBC Asset Management
369
CIBC Asset Management
Ontario, Canada
$676K +$98.8K +1,584 +17%
SAM
370
Shell Asset Management
Netherlands
$676K +$370K +5,936 +121%
DI
371
Diligent Investors
California
$673K -$15.8K -253 -2%
I
372
InceptionR
California
$670K -$472K -7,562 -41%
MSWM
373
McGlone Suttner Wealth Management
Wisconsin
$661K +$32.3K +518 +5%
AAP
374
Arax Advisory Partners
Colorado
$656K +$5.8K +93 +0.9%
NB
375
Norinchukin Bank
Japan
$656K +$19.8K +318 +3%
13 14
15
16 17