WPC icon

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 %
SOS
526
Silver Oak Securities
Tennessee
$309K +$41.2K +657 +15%
BWP
527
Barlow Wealth Partners
Kentucky
$306K – – –
BC
528
Burney Company
Virginia
$302K -$568 -9 -0.2%
TIAA Trust, National Association
529
TIAA Trust, National Association
North Carolina
$302K -$316 -5 -0.1%
WFS
530
Widmann Financial Services
Maryland
$302K -$13.7K -217 -4%
RRA
531
Round Rock Advisors
Connecticut
$299K -$6.75K -107 -2%
PA
532
Profund Advisors
Maryland
$299K -$16.9K -267 -5%
CAM
533
Columbia Asset Management
Michigan
$298K – – –
NIM
534
NEOS Investment Management
Connecticut
$298K +$298K +4,721 New
CTWM
535
Cherry Tree Wealth Management
Minnesota
$297K – – –
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$294K +$4.61K +73 +2%
JIC
537
Joel Isaacson & Co
New York
$289K – – –
DWP
538
Daymark Wealth Partners
Ohio
$288K +$23.8K +377 +9%
SAG
539
SageView Advisory Group
California
$287K -$19.2K -304 -6%
CF
540
Claris Financial
Virginia
$286K – – –
RFC
541
Regions Financial Corp
Alabama
$286K +$1.89K +30 +0.7%
MAM
542
Mystic Asset Management
Rhode Island
$285K -$6.37K -101 -2%
PCM
543
Polymer Capital Management
New York
$285K +$285K +4,509 New
DAC
544
Dividend Assets Capital
South Carolina
$284K – – –
Fisher Asset Management
545
Fisher Asset Management
Washington
$284K +$29K +459 +11%
AG
546
AIA Group
Hong Kong
$283K – – –
ECM
547
Everence Capital Management
Indiana
$283K -$48.6K -770 -15%
VI
548
Vestcor Inc
New Brunswick, Canada
$282K -$4.11M -65,166 -94%
KMWM
549
Keudell/Morrison Wealth Management
Oregon
$281K +$23.2K +368 +9%
AWM
550
Accurate Wealth Management
Florida
$276K +$28.4K +490 +11%
20 21
22
23 24