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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BBHC
626
Brown Brothers Harriman & Co
New York
$188K 2,971 – –
HI
627
Harbour Investments
Wisconsin
$187K 2,962 -539 -15%
M
628
MOTCO
Texas
$186K 2,952 – –
FDCDDQ
629
Federation des caisses Desjardins du Quebec
Quebec, Canada
$184K 2,914 -309 -10%
BL
630
BFSG LLC
California
$173K 2,738 +2,738 New
TCOV
631
Trust Company of Vermont
Vermont
$170K 2,691 -100 -4%
CIBC Private Wealth Group
632
CIBC Private Wealth Group
Georgia
$168K 2,996 -39 -1%
DJSG
633
D.J. St. Germain
Massachusetts
$164K 2,600 +1,608 +162%
GI
634
GAMMA Investing
California
$162K 2,570 +681 +36%
IWP
635
IAG Wealth Partners
Wisconsin
$157K 2,495 +163 +7%
SSB
636
Sandy Spring Bank
Maryland
$156K 2,470 – –
AWM
637
AllSquare Wealth Management
New York
$154K 2,440 -100 -4%
SFI
638
Siemens Fonds Invest
Germany
$150K 2,384 +2,384 New
SWA
639
SOA Wealth Advisors
New York
$150K 2,379 +15 +0.6%
WF
640
Wayfinding Financial
Washington
$139K 2,177 +2,177 New
LC
641
Lindbrook Capital
California
$131K 2,076 +688 +50%
AAM
642
Advisors Asset Management
Colorado
$131K 2,070 +786 +61%
WCM
643
Westend Capital Management
California
$126K 2,000 – –
AF
644
Advisornet Financial
Minnesota
$123K 1,942 -6 -0.3%
AG
645
AmeriFlex Group
Nevada
$119K 1,879 – –
CWP
646
Concord Wealth Partners
Virginia
$113K 1,789 – –
RA
647
Rise Advisors
New York
$107K 1,698 -187 -10%
FC
648
Fairscale Capital
New Hampshire
$102K 1,600 – –
GSWM
649
Golden State Wealth Management
California
$102K 1,622 – –
CCA
650
Catalyst Capital Advisors
New York
$99.7K 1,580 +1,580 New
24 25
26
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