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W.P. Carey
WPC

Overview Fund Activity

804 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
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 %
PCA
451
Peddock Capital Advisors
Massachusetts
$418K – – –
IAIM
452
International Assets Investment Management
Florida
$416K +$63.1K +1,012 +18%
SPC
453
Sigma Planning Corp
Michigan
$413K -$10.7K -171 -3%
SOS
454
Silver Oak Securities
Tennessee
$410K +$103K +1,649 +33%
KWA
455
Kingswood Wealth Advisors
California
$408K -$99.6K -1,597 -20%
DADC
456
D.A. Davidson & Co
Montana
$407K -$183K -2,929 -31%
IP
457
Ignite Planners
California
$407K +$1.85K +30 +0.5%
AW
458
Avion Wealth
Texas
$400K +$312 +5 +0.1%
RPCONE
459
Retirement Planning Company of New England
Rhode Island
$399K +$11.1K +178 +3%
LWANC
460
Laurel Wealth Advisors (North Carolina)
North Carolina
$396K +$390K +24,307 +6,138%
JCM
461
Jacobi Capital Management
Pennsylvania
$392K +$1.44K +23 +0.4%
RW
462
Rockport Wealth
Ohio
$391K +$391K +6,271 New
LNWWM
463
Laird Norton Wetherby Wealth Management
California
$386K +$386K +6,192 New
GIM
464
Glenmede Investment Management
Pennsylvania
$384K +$384K +6,149 New
NA
465
NewEdge Advisors
Louisiana
$383K -$66.2K -1,061 -15%
EFG
466
Ethos Financial Group
Pennsylvania
$383K +$15.3K +245 +4%
FFA
467
Farther Finance Advisors
California
$382K +$40.7K +653 +12%
LFA
468
Laraway Financial Advisors
Minnesota
$378K +$4.18K +67 +1%
MC
469
Machina Capital
France
$375K +$128K +2,047 +52%
FWP
470
Family Wealth Partners
North Carolina
$370K +$169K +2,706 +84%
SC
471
Savant Capital
Illinois
$370K -$17.4K -279 -4%
HA
472
Herold Advisors
New York
$369K +$1.12K +18 +0.3%
KRSITF
473
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$367K -$25.5K -409 -6%
SC
474
Sawyer & Company
Massachusetts
$367K – – –
TIAA Trust, National Association
475
TIAA Trust, National Association
North Carolina
$366K +$67.5K +1,082 +23%
17 18
19
20 21