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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 %
AWM
626
AllSquare Wealth Management
New York
$152K 2,440 – –
GC
627
Globeflex Capital
California
$152K 2,432 +2,432 New
SWA
628
SOA Wealth Advisors
New York
$151K 2,416 +37 +2%
AAM
629
Advisors Asset Management
Colorado
$136K 2,176 +106 +5%
CWP
630
Concord Wealth Partners
Virginia
$128K 2,055 +266 +15%
CTC
631
Central Trust Company
Missouri
$128K 2,047 +527 +35%
WCM
632
Westend Capital Management
California
$125K 2,000 – –
AF
633
Advisornet Financial
Minnesota
$123K 1,965 +23 +1%
CSP
634
Cary Street Partners
Virginia
$115K 1,843 +1,843 New
CA
635
CoreCap Advisors
Michigan
$114K 1,825 +380 +26%
CCA
636
Catalyst Capital Advisors
New York
$113K 1,813 +233 +15%
HDIM
637
Hanson & Doremus Investment Management
Vermont
$113K 1,810 +460 +34%
VFM
638
Vision Financial Markets
Connecticut
$112K 1,800 +1,800 New
RA
639
Rise Advisors
New York
$107K 1,715 +17 +1%
IA
640
IFP Advisors
Florida
$105K 1,511 +1 +0.1%
FC
641
Fairscale Capital
New Hampshire
$103K 1,600 – –
GSWM
642
Golden State Wealth Management
California
$102K 1,636 +14 +0.9%
API
643
Asset Planning Inc
California
$96.1K 1,540 – –
OP
644
ORG Partners
Indiana
$95.1K 1,507 +20 +1%
AWM
645
Avondale Wealth Management
Texas
$93.6K 1,500 +1,500 New
PFA
646
Pillar Financial Advisors
Kentucky
$92.9K 1,489 – –
WT
647
Whittier Trust
California
$91.7K 1,470 +370 +34%
BGAI
648
Bruce G. Allen Investments
Colorado
$89.5K 1,435 -2 -0.1%
SC
649
SouthState Corp
Florida
$89.3K 1,431 -8 -0.6%
CSPIA
650
Cary Street Partners Investment Advisory
Virginia
$87.6K 1,405 +1,405 New
24 25
26
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