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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 %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$19.9M 315,885 +2,433 +0.8%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$19.7M 312,688 +312,688 New
Goldman Sachs
53
Goldman Sachs
New York
$19.5M 308,729 -155,011 -33%
Allianz Asset Management
54
Allianz Asset Management
Germany
$18.6M 294,249 +123,053 +72%
JG
55
Jain Global
New York
$18.4M 292,185 +292,185 New
Deutsche Bank
56
Deutsche Bank
Germany
$18.4M 291,308 +5,701 +2%
Skandinaviska Enskilda Banken (SEB)
57
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.2M 287,845 +75,500 +36%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$18.1M 286,043 +32,564 +13%
KK
59
KLP Kapitalforvaltning
Norway
$17.4M 272,500 +159,200 +141%
WCP
60
Waterfront Capital Partners
New York
$17.1M 270,772 +270,772 New
Amundi
61
Amundi
France
$17M 276,671 +4,968 +2%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$16.8M 266,366 +265 +0.1%
DFG
63
Demars Financial Group
Washington
$16.8M 1,060,816 +62,524 +6%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$16.5M 266,958 -15,410 -5%
Two Sigma Investments
65
Two Sigma Investments
New York
$16.1M 254,818 +207,021 +433%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$15.9M 252,264 +4,125 +2%
VRS
67
Virginia Retirement Systems
Virginia
$15.7M 248,990 +248,990 New
TA
68
TruWealth Advisors
Louisiana
$15.7M 248,281 +6,004 +2%
Franklin Resources
69
Franklin Resources
California
$15.7M 248,142 +63,089 +34%
CF
70
Corebridge Financial
Texas
$15.3M 241,712 -5,906 -2%
CS
71
Candriam SCA
Luxembourg
$14.9M 236,875 +236,875 New
Barclays
72
Barclays
United Kingdom
$14.8M 235,129 -152,710 -39%
FP
73
Foundry Partners
Minnesota
$14.8M 234,344 +23,964 +11%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$14.1M 223,833 +361 +0.2%
Citigroup
75
Citigroup
New York
$13.7M 216,522 -42,262 -16%
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