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.

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
NL
3
Nuveen LLC
North Carolina
$30.2M
4
PMG
4
Private Management Group
California
$29.9M
5
State Street
5
State Street
Massachusetts
$797M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$1.46M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.33M
4
Millennium Management
4
Millennium Management
New York
$13.5M
5
UBS Group
5
UBS Group
Switzerland
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
676
Kiker Wealth Management
Georgia
$64.4K 1,021 +1,021 New
KFI
677
Key Financial Inc
Pennsylvania
$62.6K 991 – –
National Bank of Canada
678
National Bank of Canada
Quebec, Canada
$61.7K 978 -12 -1%
CAL
679
Capital Analysts LLC
Pennsylvania
$61K 957 +7 +0.7%
EB
680
Eastern Bank
Massachusetts
$60.9K 965 – –
CPBTD
681
Central Pacific Bank - Trust Division
Hawaii
$60.6K 961 – –
WWM
682
Wolff Wiese Magana
California
$58.4K 925 +4 +0.4%
GJIA
683
Glass Jacobson Investment Advisors
Maryland
$58.1K 1,067 – –
SW
684
SVB Wealth
Massachusetts
$57.9K 917 +917 New
HNB
685
Huntington National Bank
Ohio
$57.8K 916 -75 -8%
MA
686
MCF Advisors
Kentucky
$56.7K 891 – –
SAM
687
Smartleaf Asset Management
Massachusetts
$56.6K 902 -62 -6%
ACA
688
Atlas Capital Advisors
Wyoming
$56.5K 895 +895 New
HI
689
Hoey Investments
Pennsylvania
$56K 887 – –
PIM
690
Plato Investment Management
Australia
$55.9K 877 – –
IBOK
691
Independence Bank of Kentucky
Kentucky
$55.5K 880 – –
N
692
Natixis
France
$55.3K 878 -140,675 -99%
BFS
693
Bare Financial Services
Pennsylvania
$54.6K 865 – –
BSB
694
Bangor Savings Bank
Maine
$53.6K 850 – –
Bessemer Group
695
Bessemer Group
New Jersey
$53K 841 +100 +13%
National Pension Service
696
National Pension Service
South Korea
$51.2K 812 +347 +75%
FDW
697
Fourth Dimension Wealth
Ohio
$50.5K 800 – –
SSG
698
Summit Securities Group
New York
$50.5K 800 +300 +60%
AA
699
Ancora Advisors
Ohio
$47.1K 746 +3 +0.4%
PA
700
PSI Advisors
Florida
$44.7K 708 -1 -0.1%
26 27
28
29 30