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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 %
NRD
376
Nebula Research & Development
New York
$656K -$51.2K -821 -7%
NIM
377
NEOS Investment Management
Connecticut
$651K +$356K +5,714 +121%
ACL
378
Applied Capital LLC
Florida
$650K +$55.7K +893 +9%
GIBU
379
Gulf International Bank (UK)
United Kingdom
$648K -$156K -2,495 -19%
AWM
380
AE Wealth Management
Kansas
$646K +$87.7K +1,406 +16%
FNBOMD
381
First National Bank of Mount Dora
Florida
$643K – – –
IAA
382
Independent Advisor Alliance
North Carolina
$642K -$998 -16 -0.2%
SPIA
383
Steward Partners Investment Advisory
New York
$637K -$50.7K -812 -7%
DCM
384
Dudley Capital Management
Virginia
$635K +$7.8K +125 +1%
GRP
385
Global Retirement Partners
California
$634K +$634K +10,165 New
AWM
386
Accel Wealth Management
Iowa
$634K -$11.5K -184 -2%
APW
387
Aurora Private Wealth
New Jersey
$633K -$82.8K -1,328 -12%
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$632K – – –
EWA
389
EP Wealth Advisors
California
$629K +$36.2K +581 +6%
WA
390
Waverly Advisors
Alabama
$621K +$3.68K +59 +0.6%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$616K +$294K +4,678 +91%
GWA
392
Gutierrez Wealth Advisory
Arkansas
$614K +$5.93K +95 +1%
MCM
393
MAI Capital Management
Ohio
$610K +$35.9K +575 +6%
LWCFA
394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$609K – – –
ProShare Advisors
395
ProShare Advisors
Maryland
$606K +$24K +384 +4%
FNT
396
First National Trust
Pennsylvania
$601K – – –
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$599K – – –
CCIA
398
Campbell & Co Investment Adviser
Maryland
$596K -$1.75M -28,022 -75%
AFG
399
Atomi Financial Group
New York
$595K +$78.6K +1,260 +15%
OPA
400
Old Port Advisors
Maine
$591K -$16.6K -266 -3%
14 15
16
17 18