WPC icon

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 %
API
651
Asset Planning Inc
California
$97.2K – – –
CTC
652
Central Trust Company
Missouri
$95.9K – – –
IA
653
IFP Advisors
Florida
$95.3K +$3.53K +56 +4%
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94.8K +$77.6K +1,212 +449%
PFA
655
Pillar Financial Advisors
Kentucky
$94K – – –
OP
656
ORG Partners
Indiana
$93.9K -$4.3K -68 -4%
NSIM
657
North Star Investment Management
Illinois
$91.4K +$6.31K +100 +7%
CA
658
CoreCap Advisors
Michigan
$91.2K +$7.07K +112 +8%
SC
659
SouthState Corp
Florida
$90.8K +$12.3K +195 +16%
BGAI
660
Bruce G. Allen Investments
Colorado
$90.7K -$2.15K -34 -2%
FGAM
661
Financial Gravity Asset Management
Texas
$85.8K +$85.8K +1,359 New
HDIM
662
Hanson & Doremus Investment Management
Vermont
$85K +$85K +1,350 New
GWSG
663
GPS Wealth Strategies Group
Colorado
$83.1K -$3.91K -62 -4%
LFA
664
LGT Financial Advisors
Texas
$82K -$95.9K -1,519 -54%
LCM
665
Logan Capital Management
Pennsylvania
$82K – – –
FWM
666
FSA Wealth Management
Massachusetts
$81.9K – – –
WAS
667
Winch Advisory Services
Wisconsin
$81.3K +$1.26K +20 +2%
TFIPS
668
Towarzystwo Funduszy Inwestycyjnych PZU SA
$73.8K – – –
AAG
669
Armstrong Advisory Group
Massachusetts
$73.6K – – –
AA
670
Addison Advisors
Vermont
$71.7K – – –
MTIC
671
Missouri Trust & Investment Company
Missouri
$71.6K – – –
WT
672
Whittier Trust
California
$69.4K – – –
PWM
673
Proathlete Wealth Management
Florida
$69.3K +$69.3K +1,097 New
HC
674
Hurley Capital
New York
$66.3K +$66.3K +1,051 New
RF
675
Roxbury Financial
New Jersey
$66.2K +$1.09K +17 +2%
25 26
27
28 29