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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.

New
Increased
Maintained
Reduced
Closed
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
PMG
3
Private Management Group
California
$29.9M
4
State Street
4
State Street
Massachusetts
$797M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$55.1M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$1.46M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.33M
3
Millennium Management
3
Millennium Management
New York
$13.5M
4
UBS Group
4
UBS Group
Switzerland
$101M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
451
Archer Investment Corporation
Indiana
$446K -$80.8K -1,280 -15%
QCG
452
Quadrant Capital Group
Ohio
$445K +$262K +4,157 +143%
CA
453
Commerzbank Aktiengesellschaft
Germany
$443K +$58.4K +923 +15%
WIA
454
World Investment Advisors
California
$436K +$17.9K +284 +4%
CAG
455
Crestwood Advisors Group
Massachusetts
$434K +$11.7K +185 +3%
KOMWMG
456
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$433K +$1.83K +29 +0.4%
IPW
457
Impact Partnership Wealth
Georgia
$433K -$90.9K -1,440 -17%
Credit Agricole
458
Credit Agricole
France
$433K +$379 +6 +0.1%
SPC
459
Sigma Planning Corp
Michigan
$429K -$15K -237 -3%
SS
460
Sunbelt Securities
Texas
$424K +$104K +1,642 +32%
PCA
461
Peddock Capital Advisors
Massachusetts
$423K -$63.4K -1,005 -13%
BP
462
Ballentine Partners
Massachusetts
$421K -$29K -460 -6%
GS
463
GWN Securities
Florida
$419K +$419K +6,876 New
TMAM
464
Tokio Marine Asset Management
Japan
$419K +$46K +729 +12%
OIA
465
OneDigital Investment Advisors
Kansas
$413K -$82.2K -1,303 -17%
MA
466
MKT Advisors
California
$407K – – –
IP
467
Ignite Planners
California
$406K +$70.8K +1,144 +21%
KRSITF
468
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$398K +$398K +6,300 New
PCIA
469
Prime Capital Investment Advisors
Kansas
$397K +$66.3K +1,051 +20%
MFG
470
Merit Financial Group
Georgia
$397K +$397K +6,288 New
JCM
471
Jacobi Capital Management
Pennsylvania
$395K +$14.2K +225 +4%
QL
472
Quarry LP
New York
$394K +$336K +5,323 +576%
AIP
473
Arrowpoint Investment Partners
Singapore
$394K +$394K +6,244 New
MOS
474
MGO One Seven
Ohio
$394K +$68.3K +1,082 +21%
IMCOOI
475
Investment Management Corp of Ontario (IMCO)
Canada
$393K +$6.31K +100 +2%
17 18
19
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