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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
10.8%
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
$48.1M
2
GA
GRS Advisors
Illinois
$37.7M
3
First Trust Advisors
First Trust Advisors
Illinois
$45.9M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$32.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.8M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$23.5M +$3.81M +61,023 +19%
Nomura Asset Management
52
Nomura Asset Management
Japan
$23.4M +$446K +7,150 +2%
Brown Advisory
53
Brown Advisory
Maryland
$22.7M -$157K -2,517 -0.7%
JG
54
Jain Global
New York
$22M +$3.81M +61,055 +21%
Deutsche Bank
55
Deutsche Bank
Germany
$22M +$3.84M +61,545 +21%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$21M +$278K +4,459 +1%
BAM
57
Berkshire Asset Management
Pennsylvania
$20.5M +$6.36K +102 +0%
NL
58
Nuveen LLC
North Carolina
$20M -$9.85M -157,883 -33%
Allianz Asset Management
59
Allianz Asset Management
Germany
$19.4M +$1.07M +17,097 +6%
KK
60
KLP Kapitalforvaltning
Norway
$19.4M +$2.2M +34,800 +13%
Franklin Resources
61
Franklin Resources
California
$18.9M +$3.46M +55,518 +22%
Treasurer of the State of North Carolina
62
Treasurer of the State of North Carolina
North Carolina
$18.7M +$8.17M +130,906 +77%
Goldman Sachs
63
Goldman Sachs
New York
$18.7M -$607K -9,729 -3%
Citigroup
64
Citigroup
New York
$18.6M +$5.13M +82,179 +38%
GWM
65
Geneos Wealth Management
Colorado
$18.2M +$14.9M +239,149 +454%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$17.3M -$523K -8,383 -3%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$16.7M +$79.4K +1,273 +0.5%
LIP
68
Lighthouse Investment Partners
Florida
$16.5M -$3.81M -61,100 -19%
Skandinaviska Enskilda Banken (SEB)
69
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.5M -$1.5M -23,972 -8%
TA
70
TruWealth Advisors
Louisiana
$15.8M +$354K +5,676 +2%
VRS
71
Virginia Retirement Systems
Virginia
$15.7M +$206K +3,300 +1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$15.7M -$13.2K -211 -0.1%
AQR Capital Management
73
AQR Capital Management
Connecticut
$14.5M +$4.33M +70,413 +43%
CA
74
CSM Advisors
Pennsylvania
$14.5M +$14.5M +232,513 New
SO
75
STRS Ohio
Ohio
$14.4M +$6.96M +111,529 +93%
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