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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
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 %
ASN
376
Advisory Services Network
Georgia
$693K 10,980 -246 -2%
HSA
377
HBK Sorce Advisory
Pennsylvania
$693K 10,979 -5,999 -35%
CI
378
CacheTech Inc
Utah
$691K 10,956 -719 -6%
AWM
379
Adams Wealth Management
Utah
$691K 10,956 -719 -6%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$689K 10,916 +5,032 +86%
OWP
381
Obermeyer Wealth Partners
Colorado
$687K 10,881 -167 -2%
GCM
382
Gallacher Capital Management
Colorado
$682K 10,802 +10,802 New
AssetMark Inc
383
AssetMark Inc
California
$681K 10,791 +931 +9%
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
$667K 10,565 -14,663 -58%
D.E. Shaw & Co
385
D.E. Shaw & Co
New York
$660K 10,465 +5,619 +116%
AAP
386
Arax Advisory Partners
Colorado
$658K 10,428 -850 -8%
AWM
387
Accel Wealth Management
Iowa
$653K 10,344 +154 +2%
IAA
388
Independent Advisor Alliance
North Carolina
$650K 10,301 -36 -0.3%
FNBOMD
389
First National Bank of Mount Dora
Florida
$650K 10,300 -100 -1%
MYAM
390
Meiji Yasuda Asset Management
Japan
$645K 10,214 -146 -1%
NB
391
Norinchukin Bank
Japan
$644K 10,201 +440 +5%
ACM
392
Aster Capital Management
United Arab Emirates
$642K 10,000 +10,000 New
MSRPS
393
Maryland State Retirement & Pension System
Maryland
$639K 10,127 -1,441 -12%
MSWM
394
McGlone Suttner Wealth Management
Wisconsin
$636K 10,071 +2,604 +35%
FPAS
395
Focus Partners Advisor Solutions
Missouri
$636K 10,069 +3,916 +64%
DCM
396
Dudley Capital Management
Virginia
$634K 10,050 -750 -7%
WA
397
Waverly Advisors
Alabama
$625K 9,900 +54 +0.5%
GWA
398
Gutierrez Wealth Advisory
Arkansas
$615K 9,746 +2,218 +29%
OPA
399
Old Port Advisors
Maine
$615K 9,743 +803 +9%
PFP
400
Pinnacle Financial Partners
Tennessee
$610K 9,670 +20 +0.2%
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16
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