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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 %
BGA
576
Battery Global Advisors
Massachusetts
$231K – – –
PA
577
Parallel Advisors
California
$231K -$28K -449 -11%
XT
578
XTX Topco
Cayman Islands
$230K +$230K +3,686 New
MAS
579
Meeder Advisory Services
Ohio
$230K +$18.3K +294 +9%
PWA
580
Physician Wealth Advisors
Utah
$229K +$1.06K +17 +0.5%
CW
581
CreativeOne Wealth
Kansas
$229K +$8.92K +143 +4%
CPA
582
Capital Planning Advisors
California
$228K +$125 +2 +0.1%
Fiera Capital (Canada)
583
Fiera Capital (Canada)
Quebec, Canada
$226K – – –
CI Investments Inc
584
CI Investments Inc
Ontario, Canada
$225K -$65.5K -1,049 -23%
LA
585
LexAurum Advisors
Kansas
$225K – – –
1C
586
111 Capital
France
$224K +$224K +3,598 New
Fisher Asset Management
587
Fisher Asset Management
Washington
$224K -$56.2K -901 -20%
IGAM
588
iA Global Asset Management
Quebec, Canada
$224K +$8.63K +138 +4%
National Pension Service
589
National Pension Service
South Korea
$223K +$172K +2,764 +340%
CIA
590
Capital Investment Advisors
Georgia
$222K +$5.18K +83 +2%
KWM
591
Kingsview Wealth Management
Oregon
$221K +$2.75K +44 +1%
VVP
592
Venture Visionary Partners
Ohio
$220K -$10.9K -174 -5%
KWMG
593
King Wealth Management Group
Florida
$218K – – –
FCM
594
FJ Capital Management
Virginia
$217K +$217K +3,476 New
OFS
595
OneAscent Financial Services
Alabama
$216K +$216K +3,423 New
LA
596
LVW Advisors
New York
$212K – – –
PAG
597
Private Advisory Group
Washington
$212K -$120K -1,919 -36%
DA
598
Detalus Advisors
Missouri
$212K – – –
CWA
599
Clearview Wealth Advisors
Oregon
$212K -$1.62K -26 -0.8%
GWMR
600
GC Wealth Management RIA
Massachusetts
$211K +$211K +3,383 New
22 23
24
25 26