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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 %
CW
601
CreativeOne Wealth
Kansas
$223K -$45.5K -721 -17%
KWMG
602
King Wealth Management Group
Florida
$221K +$221K +3,495 New
KWM
603
Kingsview Wealth Management
Oregon
$221K -$51.4K -814 -19%
CIA
604
Capital Investment Advisors
Georgia
$219K +$219K +3,477 New
SF
605
SWP Financial
California
$219K +$219K +3,468 New
PCM
606
Parsons Capital Management
Rhode Island
$218K -$31.6K -500 -13%
IGAM
607
iA Global Asset Management
Quebec, Canada
$217K -$58.2K -924 -21%
SWP
608
Sagespring Wealth Partners
Tennessee
$216K +$216K +3,428 New
CWA
609
Clearview Wealth Advisors
Oregon
$216K +$216K +3,425 New
LA
610
LVW Advisors
New York
$215K +$215K +3,406 New
DA
611
Detalus Advisors
Missouri
$215K +$215K +3,400 New
MAS
612
Meeder Advisory Services
Ohio
$214K +$214K +3,392 New
CPIG
613
Chicago Partners Investment Group
Illinois
$214K +$214K +3,469 New
DT
614
Diversified Trust
Tennessee
$214K -$405K -6,415 -65%
RCM
615
Raleigh Capital Management
North Carolina
$213K -$9.97K -158 -4%
WA
616
Wambolt & Associates
Colorado
$212K -$62.8K -997 -23%
FWM
617
Focused Wealth Management
New York
$210K +$210K +3,334 New
PTC
618
Private Trust Company
Ohio
$210K +$38.4K +609 +22%
BCM
619
Bourgeon Capital Management
Connecticut
$208K +$208K +3,300 New
FWP
620
Family Wealth Partners
North Carolina
$203K +$203K +3,222 New
MCC
621
Money Concepts Capital
Florida
$203K +$203K +3,218 New
GWP
622
Gen-Wealth Partners
Michigan
$193K -$7.45K -118 -4%
SWM
623
Spire Wealth Management
Virginia
$193K +$62.9K +997 +49%
HPC
624
HM Payson & Co
Maine
$189K – – –
UB
625
UMB Bank
Missouri
$188K +$66.5K +1,053 +55%
23 24
25
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