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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 %
TNA
476
True North Advisors
Texas
$365K – – –
GC
477
Gilbert & Cook
Iowa
$365K +$5.24K +84 +1%
EH
478
Equitable Holdings
New York
$362K +$115K +1,848 +47%
Group One Trading
479
Group One Trading
Illinois
$361K +$361K +5,791 New
KA
480
Kovack Advisors
Florida
$360K +$11.6K +186 +3%
ECM
481
Evergreen Capital Management
Washington
$360K -$86.4K -1,366 -19%
CF
482
Centaurus Financial
California
$360K -$2.93K -47 -0.8%
PCIA
483
Prime Capital Investment Advisors
Kansas
$357K -$36.1K -578 -9%
ACG
484
Allen Capital Group
Nebraska
$356K +$1.75K +28 +0.5%
RFC
485
Regions Financial Corp
Alabama
$356K +$73K +1,170 +26%
QWM
486
Quadcap Wealth Management
Texas
$355K +$3.87K +62 +1%
YIH
487
Y-Intercept (HK)
Hong Kong
$353K +$353K +5,666 New
MCCP
488
Mission Creek Capital Partners
California
$353K +$187 +3 +0.1%
BMSSC
489
B. Metzler seel. Sohn & Co
Germany
$352K – – –
VFA
490
Valeo Financial Advisors
Indiana
$348K -$8.8K -141 -2%
BHCM
491
Brevan Howard Capital Management
Jersey
$347K +$347K +5,564 New
WWM
492
Western Wealth Management
Colorado
$342K +$1.19K +19 +0.3%
DDC
493
DF Dent & Co
Maryland
$341K – – –
HHRDM
494
H&H Retirement Design & Management
Nevada
$340K – – –
PIA
495
Perennial Investment Advisors
California
$335K -$3.49K -56 -1%
IMCOOI
496
Investment Management Corp of Ontario (IMCO)
Canada
$332K -$56.1K -900 -14%
CFD
497
Creative Financial Designs
Indiana
$332K +$2.18K +35 +0.7%
DAS
498
Dynamic Advisor Solutions
Arizona
$331K -$547K -8,775 -62%
CAM
499
Carret Asset Management
New York
$329K – – –
SI
500
Seeds Investor
New York
$328K -$32.8K -526 -9%
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20
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