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 %
KCM
576
Kathmere Capital Management
Pennsylvania
$249K +$5.3K +84 +2%
PA
577
Procyon Advisors
Connecticut
$247K – – –
OIA
578
Optimum Investment Advisors
Illinois
$247K – – –
VCM
579
Virtue Capital Management
Tennessee
$247K +$247K +3,906 New
UCFA
580
United Capital Financial Advisors
Texas
$245K -$38K -602 -13%
IWP
581
Insight Wealth Partners
Texas
$243K – – –
IAS
582
Insigneo Advisory Services
Florida
$243K +$243K +3,853 New
WMS
583
Wealth Management Strategies
Pennsylvania
$241K -$30.9K -489 -11%
HNWAG
584
High Net Worth Advisory Group
Florida
$238K +$238K +3,770 New
M1FG
585
Mach-1 Financial Group
Arkansas
$238K +$238K +3,765 New
Rafferty Asset Management
586
Rafferty Asset Management
New York
$237K -$78.7K -1,247 -25%
CCFM
587
Clear Creek Financial Management
Washington
$236K -$309K -4,900 -57%
TPA
588
Trivium Point Advisory
Connecticut
$236K -$60.6K -960 -20%
VF
589
Virtu Financial
New York
$236K -$419K -6,635 -64%
TF
590
Tompkins Financial
New York
$235K – – –
KFS
591
Keynote Financial Services
Connecticut
$234K -$2.02K -32 -0.9%
BGA
592
Battery Global Advisors
Massachusetts
$234K – – –
VVP
593
Venture Visionary Partners
Ohio
$233K +$233K +3,694 New
MS
594
Madden Securities
Texas
$233K -$145K -2,300 -38%
CG
595
Caprock Group
Idaho
$232K +$232K +3,622 New
PWA
596
Physician Wealth Advisors
Utah
$231K – – –
CPA
597
Capital Planning Advisors
California
$230K +$230K +3,645 New
CAGAS
598
Capital Advisory Group Advisory Services
Minnesota
$229K +$229K +3,632 New
Fiera Capital (Canada)
599
Fiera Capital (Canada)
Quebec, Canada
$229K +$229K +3,627 New
LA
600
LexAurum Advisors
Kansas
$227K +$227K +3,602 New
22 23
24
25 26