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W.P. Carey
WPC

Overview Fund Activity

800 hedge funds and large institutions have $9.75B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 255 reducing their positions, and 71 closing their positions.

Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
330
Reduced
255
Closed
71
Calls
$69.9M
Puts
$12.6M
Net Calls
+$57.4M
Net Calls Change
+$14.6M

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 Market Value Shares Shares
Change 		Shares
Change %
AG
526
AIA Group
Hong Kong
$280K 4,492 – –
ECM
527
Everence Capital Management
Indiana
$279K 4,480 – –
VI
528
Vestcor Inc
New Brunswick, Canada
$277K 4,437 -37 -0.8%
SS
529
Sunbelt Securities
Texas
$277K 5,079 -1,642 -24%
BA
530
Bridgewater Associates
Connecticut
$276K 4,429 +4,429 New
STA
531
Summit Trail Advisors
New York
$275K 4,308 -953 -18%
PA
532
Profund Advisors
Maryland
$275K 4,408 -329 -7%
SAG
533
SageView Advisory Group
California
$274K 4,279 -264 -6%
GM
534
GeoWealth Management
Illinois
$274K 4,389 +436 +11%
S
535
SignatureFD
Georgia
$268K 4,292 -17 -0.4%
SCA
536
Strathmore Capital Advisors
North Carolina
$267K 4,327 +4,327 New
MSFS
537
Main Street Financial Solutions
Pennsylvania
$267K 4,281 +116 +3%
SF
538
Symphony Financial
Texas
$267K 4,282 +4,282 New
BWP
539
Barlow Wealth Partners
Kentucky
$266K 4,206 -843 -17%
CAS
540
Coppell Advisory Solutions
Texas
$266K 4,227 -99 -2%
PS
541
Principal Securities
Iowa
$264K 4,233 -9,951 -70%
WSFS
542
Wilmington Savings Fund Society
Delaware
$263K 4,213 – –
NWWA
543
New Wave Wealth Advisors
Arkansas
$263K 4,212 -19 -0.4%
GT
544
Greenleaf Trust
Michigan
$262K 4,207 +205 +5%
DWP
545
Daymark Wealth Partners
Ohio
$262K 4,203 -353 -8%
PIP
546
Peachtree Investment Partners
Florida
$261K 4,179 +39 +0.9%
KMWM
547
Keudell/Morrison Wealth Management
Oregon
$258K 4,128 -332 -7%
DBRC
548
D.B. Root & Company
Pennsylvania
$255K 4,089 +1 +0%
TW
549
TritonPoint Wealth
Maryland
$253K 3,992 -161 -4%
CAM
550
Columbia Asset Management
Michigan
$251K 4,025 -700 -15%
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