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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
Norges Bank
1
Norges Bank
Norway
$151M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$48.1M
3
GA
3
GRS Advisors
Illinois
$37.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$45.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$32.5M

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 %
GHA
551
GW Henssler & Associates
Georgia
$248K 3,974 – –
KCM
552
Kathmere Capital Management
Pennsylvania
$248K 3,971 +25 +0.6%
UCFA
553
United Capital Financial Advisors
Texas
$245K 3,920 +40 +1%
OIA
554
Optimum Investment Advisors
Illinois
$244K 3,907 – –
CAGAS
555
Capital Advisory Group Advisory Services
Minnesota
$244K 3,907 +275 +8%
PTC
556
Private Trust Company
Ohio
$243K 3,900 +575 +17%
SIS
557
Sound Income Strategies
Florida
$242K 3,887 -206 -5%
GFM
558
GF Fund Management
China
$241K 3,862 -283 -7%
IWP
559
Insight Wealth Partners
Texas
$241K 3,856 – –
TC
560
TownSquare Capital
Utah
$240K 3,848 -12,805 -77%
HSA
561
HBK Sorce Advisory
Pennsylvania
$240K 3,843 -7,136 -65%
ACM
562
Aster Capital Management
United Arab Emirates
$239K 3,833 -6,167 -62%
Rafferty Asset Management
563
Rafferty Asset Management
New York
$238K 3,822 +70 +2%
PA
564
Procyon Advisors
Connecticut
$238K 3,810 -98 -3%
CPIG
565
Chicago Partners Investment Group
Illinois
$237K 3,737 +268 +8%
IAS
566
Insigneo Advisory Services
Florida
$237K 3,794 -59 -2%
HNWAG
567
High Net Worth Advisory Group
Florida
$235K 3,770 – –
TPA
568
Trivium Point Advisory
Connecticut
$235K 3,761 +18 +0.5%
CCFM
569
Clear Creek Financial Management
Washington
$234K 3,747 – –
TF
570
Tompkins Financial
New York
$232K 3,720 – –
MMA
571
Miracle Mile Advisors
California
$232K 3,715 +3,715 New
KFS
572
Keynote Financial Services
Connecticut
$231K 3,710 – –
BGA
573
Battery Global Advisors
Massachusetts
$231K 3,655 – –
PA
574
Parallel Advisors
California
$231K 3,705 -449 -11%
XT
575
XTX Topco
Cayman Islands
$230K 3,686 +3,686 New
21 22
23
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