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W.P. Carey
WPC

Overview Fund Activity

800 hedge funds and large institutions have $9.75B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 255 reducing their positions, and 71 closing their positions.

Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
330
Reduced
255
Closed
71
Calls
$69.9M
Puts
$12.6M
Net Calls
+$57.4M
Net Calls Change
+$14.6M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$151M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$48.1M
3
GA
3
GRS Advisors
Illinois
$37.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$45.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$32.5M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
2
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$23.5M 376,908 +61,023 +19%
Nomura Asset Management
52
Nomura Asset Management
Japan
$23.4M 375,443 +7,150 +2%
Brown Advisory
53
Brown Advisory
Maryland
$22.7M 364,590 -2,517 -0.7%
JG
54
Jain Global
New York
$22M 353,240 +61,055 +21%
Deutsche Bank
55
Deutsche Bank
Germany
$22M 352,853 +61,545 +21%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$21M 336,007 +4,459 +1%
BAM
57
Berkshire Asset Management
Pennsylvania
$20.5M 328,306 +102 +0%
NL
58
Nuveen LLC
North Carolina
$20M 320,551 -157,883 -33%
Allianz Asset Management
59
Allianz Asset Management
Germany
$19.4M 311,346 +17,097 +6%
KK
60
KLP Kapitalforvaltning
Norway
$19.4M 307,300 +34,800 +13%
Franklin Resources
61
Franklin Resources
California
$18.9M 303,660 +55,518 +22%
Treasurer of the State of North Carolina
62
Treasurer of the State of North Carolina
North Carolina
$18.7M 299,915 +130,906 +77%
Goldman Sachs
63
Goldman Sachs
New York
$18.7M 299,000 -9,729 -3%
Citigroup
64
Citigroup
New York
$18.6M 298,701 +82,179 +38%
GWM
65
Geneos Wealth Management
Colorado
$18.2M 291,828 +239,149 +454%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$17.3M 277,660 -8,383 -3%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$16.7M 267,639 +1,273 +0.5%
LIP
68
Lighthouse Investment Partners
Florida
$16.5M 265,000 -61,100 -19%
Skandinaviska Enskilda Banken (SEB)
69
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.5M 263,873 -23,972 -8%
TA
70
TruWealth Advisors
Louisiana
$15.8M 253,957 +5,676 +2%
VRS
71
Virginia Retirement Systems
Virginia
$15.7M 252,290 +3,300 +1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$15.7M 252,053 -211 -0.1%
AQR Capital Management
73
AQR Capital Management
Connecticut
$14.5M 236,045 +70,413 +43%
CA
74
CSM Advisors
Pennsylvania
$14.5M 232,513 +232,513 New
SO
75
STRS Ohio
Ohio
$14.4M 231,337 +111,529 +93%
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