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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 %
Victory Capital Management
26
Victory Capital Management
Texas
$43.6M 691,083 +27,766 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
27
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.3M 686,142 +114,853 +20%
LPL Financial
28
LPL Financial
California
$43M 680,868 -19,093 -3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$42.2M 668,987 -1,040 -0.2%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$41.9M 663,748 +1,635 +0.2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$39M 617,251 -1,000 -0.2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$38.3M 606,427 +26,665 +5%
Raymond James Financial
33
Raymond James Financial
Florida
$37M 585,621 +8,482 +1%
ZIM
34
Zacks Investment Management
Illinois
$35.5M 562,397 +47,499 +9%
Principal Financial Group
35
Principal Financial Group
Iowa
$31.8M 503,334 +1,768 +0.4%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$30.7M 486,674 +118,195 +32%
NL
37
Nuveen LLC
North Carolina
$30.2M 478,434 +478,434 New
Canada Life
38
Canada Life
Manitoba, Canada
$30M 475,475 +20,755 +5%
PMG
39
Private Management Group
California
$29.9M 474,144 +474,144 New
Asset Management One
40
Asset Management One
Japan
$27.7M 439,346 +6,105 +1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$26.7M 423,687 +2,111 +0.5%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$25.5M 404,702 +132,889 +49%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.9M 379,386 -9,934 -3%
Wells Fargo
44
Wells Fargo
California
$23.6M 374,707 +10,471 +3%
Nomura Asset Management
45
Nomura Asset Management
Japan
$23.2M 368,293 +12,960 +4%
Brown Advisory
46
Brown Advisory
Maryland
$23.2M 367,107 -19,236 -5%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$20.9M 331,548 +29,554 +10%
LIP
48
Lighthouse Investment Partners
Florida
$20.6M 326,100 +136,100 +72%
ECM
49
ExodusPoint Capital Management
New York
$20.2M 319,647 +319,647 New
BAM
50
Berkshire Asset Management
Pennsylvania
$19.9M 328,204 +5,433 +2%
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