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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 %
OAC
426
OMERS Administration Corp
Ontario, Canada
$489K – – –
TMAM
427
Tokio Marine Asset Management
Japan
$482K +$68.1K +1,092 +16%
AWP
428
Axis Wealth Partners
Rhode Island
$478K +$1.31K +21 +0.3%
Simplex Trading
429
Simplex Trading
Illinois
$477K -$58.4K -936 -11%
MYAM
430
Meiji Yasuda Asset Management
Japan
$477K -$161K -2,575 -25%
HH
431
Hilltop Holdings
Texas
$469K +$26K +417 +6%
RA
432
RFG Advisory
Alabama
$469K +$5.74K +92 +1%
PTC
433
Philadelphia Trust Company
Pennsylvania
$468K – – –
APW
434
Austin Private Wealth
Texas
$467K -$7.99K -128 -2%
MFG
435
Merit Financial Group
Georgia
$466K +$74.2K +1,190 +19%
BP
436
Ballentine Partners
Massachusetts
$465K +$48.7K +780 +12%
TFA
437
Teamwork Financial Advisors
Texas
$465K -$8.3K -133 -2%
RRA
438
Round Rock Advisors
Connecticut
$459K +$163K +2,618 +55%
EIA
439
Eldridge Investment Advisors
New Hampshire
$448K – – –
CT
440
Colonial Trust
South Carolina
$447K -$80.8K -1,295 -15%
MOS
441
MGO One Seven
Ohio
$447K +$57.8K +927 +15%
CAG
442
Crestwood Advisors Group
Massachusetts
$447K +$18K +288 +4%
CWM
443
CarsonAllaria Wealth Management
Illinois
$444K +$3.31K +53 +0.7%
AIC
444
Archer Investment Corporation
Indiana
$441K – – –
KOMWMG
445
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$438K +$9.11K +146 +2%
WP
446
WealthPLAN Partners
Nebraska
$435K -$168K -2,689 -28%
TRCT
447
Tower Research Capital (TRC)
New York
$431K -$377K -6,051 -47%
WIA
448
World Investment Advisors
California
$431K -$374 -6 -0.1%
CL
449
Choreo LLC
Illinois
$426K +$58.6K +926 +16%
MA
450
MKT Advisors
California
$425K -$25.2K -400 -6%
16 17
18
19 20