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W.P. Carey
WPC

Overview Fund Activity

805 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
-8
Holders Change %
-0.98%
% 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
84
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
CAPTRUST Financial Advisors
North Carolina
+$46.4M
2
GA
GRS Advisors
Illinois
+$37.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$37.1M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.3M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$103M
2
DFG
Demars Financial Group
Washington
-$65M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$32.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$31.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
551
Cadence Bank
Mississippi
$250K +$62 +1 +0%
SFG
552
Sovereign Financial Group
Connecticut
$249K +$749 +12 +0.3%
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$248K -$8.48K -136 -3%
GHA
554
GW Henssler & Associates
Georgia
$248K – – –
KCM
555
Kathmere Capital Management
Pennsylvania
$248K +$1.56K +25 +0.6%
UCFA
556
United Capital Financial Advisors
Texas
$245K +$2.5K +40 +1%
OIA
557
Optimum Investment Advisors
Illinois
$244K – – –
CAGAS
558
Capital Advisory Group Advisory Services
Minnesota
$244K +$17.2K +275 +8%
PTC
559
Private Trust Company
Ohio
$243K +$35.9K +575 +17%
SIS
560
Sound Income Strategies
Florida
$242K -$12.9K -206 -5%
GFM
561
GF Fund Management
China
$241K -$17.7K -283 -7%
IWP
562
Insight Wealth Partners
Texas
$241K – – –
TC
563
TownSquare Capital
Utah
$240K -$799K -12,805 -77%
HSA
564
HBK Sorce Advisory
Pennsylvania
$240K -$445K -7,136 -65%
ACM
565
Aster Capital Management
United Arab Emirates
$239K -$385K -6,167 -62%
Rafferty Asset Management
566
Rafferty Asset Management
New York
$238K +$4.37K +70 +2%
PA
567
Procyon Advisors
Connecticut
$238K -$6.11K -98 -3%
CPIG
568
Chicago Partners Investment Group
Illinois
$237K +$17K +268 +8%
IAS
569
Insigneo Advisory Services
Florida
$237K -$3.68K -59 -2%
HNWAG
570
High Net Worth Advisory Group
Florida
$235K – – –
TPA
571
Trivium Point Advisory
Connecticut
$235K +$1.12K +18 +0.5%
CCFM
572
Clear Creek Financial Management
Washington
$234K – – –
TF
573
Tompkins Financial
New York
$232K – – –
MMA
574
Miracle Mile Advisors
California
$232K +$232K +3,715 New
KFS
575
Keynote Financial Services
Connecticut
$231K – – –
21 22
23
24 25