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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 %
MAS
576
Meeder Advisory Services
Ohio
$230K 3,686 +294 +9%
PWA
577
Physician Wealth Advisors
Utah
$229K 3,676 +17 +0.5%
CW
578
CreativeOne Wealth
Kansas
$229K 3,669 +143 +4%
CPA
579
Capital Planning Advisors
California
$228K 3,647 +2 +0.1%
Fiera Capital (Canada)
580
Fiera Capital (Canada)
Quebec, Canada
$226K 3,627 – –
CI Investments Inc
581
CI Investments Inc
Ontario, Canada
$225K 3,602 -1,049 -23%
LA
582
LexAurum Advisors
Kansas
$225K 3,602 – –
1C
583
111 Capital
France
$224K 3,598 +3,598 New
Fisher Asset Management
584
Fisher Asset Management
Washington
$224K 3,596 -901 -20%
IGAM
585
iA Global Asset Management
Quebec, Canada
$224K 3,584 +138 +4%
National Pension Service
586
National Pension Service
South Korea
$223K 3,576 +2,764 +340%
CIA
587
Capital Investment Advisors
Georgia
$222K 3,560 +83 +2%
KWM
588
Kingsview Wealth Management
Oregon
$221K 3,539 +44 +1%
VVP
589
Venture Visionary Partners
Ohio
$220K 3,520 -174 -5%
KWMG
590
King Wealth Management Group
Florida
$218K 3,495 – –
FCM
591
FJ Capital Management
Virginia
$217K 3,476 +3,476 New
OFS
592
OneAscent Financial Services
Alabama
$216K 3,423 +3,423 New
LA
593
LVW Advisors
New York
$212K 3,406 – –
PAG
594
Private Advisory Group
Washington
$212K 3,400 -1,919 -36%
DA
595
Detalus Advisors
Missouri
$212K 3,400 – –
CWA
596
Clearview Wealth Advisors
Oregon
$212K 3,399 -26 -0.8%
GWMR
597
GC Wealth Management RIA
Massachusetts
$211K 3,383 +3,383 New
PCP
598
Perbak Capital Partners
United Kingdom
$210K 3,370 +3,370 New
FWM
599
Focused Wealth Management
New York
$210K 3,366 +32 +1%
BRWA
600
B. Riley Wealth Advisors
Florida
$209K 3,355 +3,355 New
22 23
24
25 26