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 %
S
551
SignatureFD
Georgia
$272K +$4.23K +67 +2%
NWWA
552
New Wave Wealth Advisors
Arkansas
$267K -$28.4K -450 -10%
WSFS
553
Wilmington Savings Fund Society
Delaware
$266K – – –
TW
554
TritonPoint Wealth
Maryland
$266K -$19.2K -300 -7%
APP
555
Avantax Planning Partners
Iowa
$266K -$127K -2,012 -32%
CAS
556
Coppell Advisory Solutions
Texas
$264K -$52.5K -859 -17%
APF
557
Alaska Permanent Fund
Alaska
$263K – – –
MSFS
558
Main Street Financial Solutions
Pennsylvania
$263K -$65.4K -1,036 -20%
PA
559
Parallel Advisors
California
$262K +$71.9K +1,139 +38%
LFG
560
Larson Financial Group
Missouri
$262K -$126 -2 -0%
GFM
561
GF Fund Management
China
$262K +$10.6K +168 +4%
PIP
562
Peachtree Investment Partners
Florida
$261K +$2.65K +42 +1%
Fifth Third Bancorp
563
Fifth Third Bancorp
Ohio
$260K +$7.95K +126 +3%
PFS
564
Prospera Financial Services
Texas
$259K -$82.4K -1,305 -24%
SIS
565
Sound Income Strategies
Florida
$258K -$6.75K -107 -3%
DBRC
566
D.B. Root & Company
Pennsylvania
$258K -$4.92K -78 -2%
OWA
567
Octavia Wealth Advisors
Ohio
$253K +$253K +3,951 New
GT
568
Greenleaf Trust
Michigan
$253K +$253K +4,002 New
CB
569
Cadence Bank
Mississippi
$252K – – –
SFG
570
Sovereign Financial Group
Connecticut
$251K -$33.6K -532 -12%
GHA
571
GW Henssler & Associates
Georgia
$251K -$11.7K -185 -4%
MC
572
Machina Capital
France
$250K -$202K -3,193 -45%
EH
573
Equitable Holdings
New York
$250K -$87.6K -1,388 -26%
MPW
574
Monterey Private Wealth
California
$249K – – –
GM
575
GeoWealth Management
Illinois
$249K +$11.9K +189 +5%
21 22
23
24 25