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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
CAPTRUST Financial Advisors
North Carolina
$48.1M
2
GA
GRS Advisors
Illinois
$37.7M
3
First Trust Advisors
First Trust Advisors
Illinois
$45.9M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$32.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.8M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$47.2M +$4.71M +75,431 +11%
Invesco
27
Invesco
Georgia
$47M +$726K +11,635 +2%
Victory Capital Management
28
Victory Capital Management
Texas
$46.8M +$3.71M +59,507 +9%
First Trust Advisors
29
First Trust Advisors
Illinois
$45.9M +$37.1M +595,404 +422%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$42.1M +$657K +10,534 +2%
Millennium Management
31
Millennium Management
New York
$42M +$28.7M +459,488 +216%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$41.8M +$91K +1,458 +0.2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$41.3M +$2.84M +45,600 +7%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$40M -$27.6M -441,714 -41%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$38.4M +$615K +9,857 +2%
GA
36
GRS Advisors
Illinois
$37.7M +$37.7M +604,270 New
Raymond James Financial
37
Raymond James Financial
Florida
$37.6M +$1.03M +16,587 +3%
ZIM
38
Zacks Investment Management
Illinois
$35.5M +$452K +7,253 +1%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$34.9M +$9.65M +154,704 +38%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$34.4M +$4M +64,196 +13%
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$32.5M +$32.5M +520,293 New
Principal Financial Group
42
Principal Financial Group
Iowa
$31M -$432K -6,919 -1%
Canada Life
43
Canada Life
Manitoba, Canada
$30.8M +$1.17M +18,689 +4%
PMG
44
Private Management Group
California
$30.2M +$631K +10,121 +2%
Asset Management One
45
Asset Management One
Japan
$28.9M +$1.52M +24,368 +6%
GC
46
Gillson Capital
Illinois
$27.3M +$27.3M +437,945 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$24.6M -$1.79M -28,651 -7%
Amundi
48
Amundi
France
$24.5M +$6.96M +109,980 +40%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$24M +$308K +4,942 +1%
Wells Fargo
50
Wells Fargo
California
$23.8M +$440K +7,048 +2%
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