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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 %
BTI
676
Blue Trust Inc
Georgia
$57.3K +$14.8K +237 +35%
MA
677
MCF Advisors
Kentucky
$56K – – –
HI
678
Hoey Investments
Pennsylvania
$55.3K – – –
IBOK
679
Independence Bank of Kentucky
Kentucky
$54.9K – – –
PIM
680
Plato Investment Management
Australia
$54.5K – – –
SWP
681
Strategic Wealth Partners
Ohio
$54.3K +$54.3K +870 New
BFS
682
Bare Financial Services
Pennsylvania
$54K – – –
FDW
683
Fourth Dimension Wealth
Ohio
$49.9K – – –
JFGIW
684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.5K -$45.3K -716 -48%
AA
685
Ancora Advisors
Ohio
$46.8K +$250 +4 +0.5%
OW
686
Olistico Wealth
Oklahoma
$45.8K +$45.8K +735 New
TIM
687
Tortoise Investment Management
New York
$44.2K +$686 +11 +2%
FMP
688
Financial Management Professionals
Texas
$44K – – –
HNB
689
Hilltop National Bank
Wyoming
$43.3K +$43.3K +694 New
MEG
690
Millstone Evans Group
Colorado
$41.9K – – –
TC
691
Truvestments Capital
Florida
$41.3K – – –
RFG
692
REAP Financial Group
Texas
$41.2K +$14.9K +238 +56%
VCM
693
Versant Capital Management
Arizona
$41K +$3.43K +55 +9%
WWM
694
Wolff Wiese Magana
California
$40.2K -$17.5K -281 -30%
CVM
695
Cheviot Value Management
California
$40.1K – – –
VSQM
696
V-Square Quantitative Management
Illinois
$40K +$40K +642 New
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$39.4K -$1.19K -19 -3%
ME
698
McIlrath & Eck
Washington
$38.3K – – –
RI
699
Ridgewood Investments
New Jersey
$37.4K – – –
POIA
700
Pin Oak Investment Advisors
Texas
$37K – – –
26 27
28
29 30