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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 %
FTWA
401
Fifth Third Wealth Advisors
Ohio
$584K +$197K +3,155 +51%
MWM
402
Modern Wealth Management
Kansas
$578K +$6.55K +105 +1%
WSC
403
Wellington Shields & Co
New York
$576K +$62.4K +1,000 +12%
SOAMC
404
Spirit of America Management Corp
New York
$574K – – –
BIG
405
Brookwood Investment Group
Arizona
$572K +$20.5K +329 +4%
CWM
406
Congress Wealth Management
Massachusetts
$570K +$12.5K +201 +2%
REMPR
407
Roof Eidam Maycock Peralta (REMP)
California
$569K +$569K +9,120 New
IWM
408
IHT Wealth Management
Illinois
$564K -$21K -336 -4%
VI
409
Versor Investments
New York
$563K +$563K +9,023 New
PSCM
410
Per Stirling Capital Management
Texas
$560K +$105K +1,684 +23%
BFS
411
Bradley Foster & Sargent
Connecticut
$548K +$548K +8,790 New
NS
412
NBC Securities
Alabama
$546K +$3.74K +60 +0.7%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$531K +$3.43K +55 +0.7%
CIAS
414
Capital Investment Advisory Services
North Carolina
$520K +$187 +3 +0%
PAS
415
Park Avenue Securities
New York
$519K +$519K +8,323 New
CA
416
Commerzbank Aktiengesellschaft
Germany
$517K +$79.5K +1,273 +18%
IF
417
Intrua Financial
Texas
$510K -$6.74K -108 -1%
HPM
418
Hudson Portfolio Management
New York
$509K – – –
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
$509K +$34.6K +555 +7%
AFM
420
Armstrong Fleming & Moore
District of Columbia
$506K +$506K +8,115 New
CB
421
Commerce Bank
Missouri
$505K -$59.4K -952 -11%
FFN
422
Focus Financial Network
Minnesota
$495K +$12.4K +198 +3%
EAM
423
Everstar Asset Management
North Carolina
$491K +$38.2K +613 +8%
FCA
424
FLC Capital Advisors
California
$490K +$9.54K +153 +2%
SCM
425
Shelton Capital Management
Colorado
$489K -$7.74K -124 -2%
15 16
17
18 19