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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
PMG
3
Private Management Group
California
$29.9M
4
State Street
4
State Street
Massachusetts
$797M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$55.1M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$1.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.33M
3
Millennium Management
3
Millennium Management
New York
$13.5M
4
UBS Group
4
UBS Group
Switzerland
$101M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.81M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
351
Landscape Capital Management
New Jersey
$792K 12,550 +12,550 New
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$792K 12,547 -2,246 -15%
PS
353
Principal Securities
Iowa
$773K 14,184 – –
AC
354
Allstate Corporation
Illinois
$769K 12,178 +5,453 +81%
BAMF
355
BI Asset Management Fondsmaeglerselskab
Denmark
$764K 12,100 +1,145 +10%
WANY
356
Wealthspire Advisors (New York)
New York
$762K 12,067 +150 +1%
SCM
357
Sterling Capital Management
North Carolina
$760K 12,047 -796 -6%
LOIM
358
Liberty One Investment Management
Illinois
$759K 12,025 -218 -2%
Mirae Asset Global Investments
359
Mirae Asset Global Investments
South Korea
$758K 12,087 +1,442 +14%
CFG
360
Cooper Financial Group
California
$746K 11,824 -81 -0.7%
AI
361
Atria Investments
North Carolina
$741K 11,743 -1,669 -12%
CIC
362
Cornercap Investment Counsel
Georgia
$741K 11,737 +5,510 +88%
C1AG
363
Client 1st Advisory Group
Florida
$738K 11,688 -642 -5%
I
364
INVST
Indiana
$734K 11,633 +11,633 New
SWP
365
Stratos Wealth Partners
Ohio
$726K 11,503 +802 +7%
APW
366
Aurora Private Wealth
New Jersey
$724K 11,477 +23 +0.2%
Nomura Holdings
367
Nomura Holdings
Japan
$717K 11,366 -41,440 -78%
NRD
368
Nebula Research & Development
New York
$715K 11,336 +11,336 New
LCWP
369
Legacy Capital Wealth Partners
Arkansas
$715K 11,327 +63 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
370
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$711K 11,271 +11,271 New
CWM
371
C2C Wealth Management
Arizona
$701K 11,113 -1,150 -9%
DI
372
Diligent Investors
California
$697K 11,046 -17 -0.2%
BBA
373
BLB&B Advisors
Pennsylvania
$697K 11,045 +11,045 New
SPIA
374
Steward Partners Investment Advisory
New York
$696K 11,026 -1,840 -14%
LSWP
375
Liberty Square Wealth Partners
Pennsylvania
$695K 11,009 -90 -0.8%
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15
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