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W.P. Carey
WPC

818 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $76.9M | Put options by funds: $31.7M

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $9.79B → $10.6B (+$808M)

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.11% less ownership

Funds ownership: 71.57% → 71.47% (-0.11%)

0% less funds holding

Funds holding: 819 → 818 (-1)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
80
Increased
298
Reduced
281
Closed
69
Calls
$76.9M
Puts
$31.7M
Net Calls
+$45.3M
Net Calls Change
-$7M

Top Buyers

1
Invesco
Invesco
Georgia
+$205M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$68.2M
3
Barclays
Barclays
United Kingdom
+$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$168M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51.4M
3
GA
GRS Advisors
Illinois
-$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
351
Founders Financial Alliance
North Carolina
$847K +$4.78K +73 +0.6%
SI
352
Stephens Inc
Arkansas
$846K -$90.9K -1,389 -10%
LOIM
353
Liberty One Investment Management
Illinois
$833K +$70K +1,070 +10%
MFG
354
Merit Financial Group
Georgia
$831K +$316K +4,821 +64%
EAM
355
Everstar Asset Management
North Carolina
$831K +$290K +4,433 +56%
FGAM
356
Financial Gravity Asset Management
Texas
$829K +$803K +12,271 New
SPIA
357
Steward Partners Investment Advisory
New York
$826K +$131K +2,006 +20%
CFG
358
Cooper Financial Group
California
$796K -$14.2K -217 -2%
Bank of Nova Scotia
359
Bank of Nova Scotia
Ontario, Canada
$793K +$234K +3,568 +44%
WANY
360
Wealthspire Advisors (New York)
New York
$792K -$14.9K -228 -2%
ASN
361
Advisory Services Network
Georgia
$770K -$22.6K -346 -3%
CIC
362
Cornercap Investment Counsel
Georgia
$762K -$12.4K -190 -2%
WA
363
Waverly Advisors
Alabama
$758K +$82.6K +1,262 +13%
C1AG
364
Client 1st Advisory Group
Florida
$757K – – –
LCWP
365
Legacy Capital Wealth Partners
Arkansas
$750K -$851 -13 -0.1%
I
366
INVST
Indiana
$749K -$14.2K -217 -2%
BBA
367
BLB&B Advisors
Pennsylvania
$746K +$65 +1 +0%
MSWM
368
McGlone Suttner Wealth Management
Wisconsin
$742K +$25.9K +395 +4%
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$742K +$916 +14 +0.1%
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$737K +$4.39K +67 +0.6%
MCM
371
MAI Capital Management
Ohio
$736K +$72.6K +1,109 +11%
GCM
372
Gallacher Capital Management
Colorado
$735K +$712K +10,882 New
DI
373
Diligent Investors
California
$734K +$4.65K +71 +0.7%
WIM
374
WealthPlan Investment Management
Nebraska
$732K -$47.7K -729 -6%
D.E. Shaw & Co
375
D.E. Shaw & Co
New York
$731K -$292K -4,467 -29%
13 14
15
16 17

WPC Hedge Fund Activity: Q3 2025 in Review

818 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2025, worth a combined $10.6B — up 8.3% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WPC positions and 69 closed out — a net gain of 11 holders — while 298 added to existing stakes and 281 trimmed.

The largest buyer was Invesco, adding an estimated $205M. The largest seller was UBS AM, cutting an estimated $168M.

  • 818 institutional investors held W.P. Carey (WPC) as of Q3 2025, down from 819 in Q2 2025.
  • Funds reported $10.6B of W.P. Carey stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 80 funds opened new W.P. Carey positions in Q3 2025 and 69 closed out, a net change of +11 holders.
  • The largest W.P. Carey buyer in Q3 2025 was Invesco, an estimated $205M added.
  • The largest W.P. Carey seller in Q3 2025 was UBS AM, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.