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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 %
IWP
626
IAG Wealth Partners
Wisconsin
$156K +$250 +4 +0.2%
LFG
627
Larson Financial Group
Missouri
$154K -$105K -1,680 -40%
AUB
628
Atlantic Union Bankshares
Virginia
$154K +$154K +2,470 New
BIG
629
Brooklyn Investment Group
New York
$152K +$112K +1,794 +277%
AWM
630
AllSquare Wealth Management
New York
$152K – – –
GC
631
Globeflex Capital
California
$152K +$152K +2,432 New
SWA
632
SOA Wealth Advisors
New York
$151K +$2.31K +37 +2%
AAM
633
Advisors Asset Management
Colorado
$136K +$6.61K +106 +5%
CWP
634
Concord Wealth Partners
Virginia
$128K +$16.6K +266 +15%
CTC
635
Central Trust Company
Missouri
$128K +$32.9K +527 +35%
WCM
636
Westend Capital Management
California
$125K – – –
AF
637
Advisornet Financial
Minnesota
$123K +$1.44K +23 +1%
CSP
638
Cary Street Partners
Virginia
$115K +$115K +1,843 New
CA
639
CoreCap Advisors
Michigan
$114K +$23.7K +380 +26%
CCA
640
Catalyst Capital Advisors
New York
$113K +$14.5K +233 +15%
HDIM
641
Hanson & Doremus Investment Management
Vermont
$113K +$28.7K +460 +34%
VFM
642
Vision Financial Markets
Connecticut
$112K +$112K +1,800 New
RA
643
Rise Advisors
New York
$107K +$1.06K +17 +1%
IA
644
IFP Advisors
Florida
$105K +$69 +1 +0.1%
FC
645
Fairscale Capital
New Hampshire
$103K – – –
GSWM
646
Golden State Wealth Management
California
$102K +$873 +14 +0.9%
API
647
Asset Planning Inc
California
$96.1K – – –
OP
648
ORG Partners
Indiana
$95.1K +$1.26K +20 +1%
AWM
649
Avondale Wealth Management
Texas
$93.6K +$93.6K +1,500 New
PFA
650
Pillar Financial Advisors
Kentucky
$92.9K – – –
24 25
26
27 28