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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$323M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$111M
3
PMG
Private Management Group
California
$29.9M
4
State Street
State Street
Massachusetts
$797M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$55.1M

Top Sellers

1
PI
PGGM Investments
Netherlands
$1.46M
2
Citadel Advisors
Citadel Advisors
Florida
$4.33M
3
Millennium Management
Millennium Management
New York
$13.5M
4
UBS Group
UBS Group
Switzerland
$101M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
751
Nova Wealth Management
Florida
$13.3K – – –
ST
752
Smithfield Trust
Pennsylvania
$13K – – –
DCM
753
Davis Capital Management
Florida
$12.1K – – –
HC
754
Hoese & Co
Minnesota
$10.1K – – –
BAM
755
Byrne Asset Management
New Jersey
$9.78K – – –
CBT
756
Crews Bank & Trust
Florida
$9.47K – – –
IHWM
757
Iron Horse Wealth Management
Iowa
$9.47K – – –
SL
758
Salomon & Ludwin
Virginia
$9.21K – – –
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$9.15K +$5.05K +80 +123%
RWS
760
Retirement Wealth Solutions
Wisconsin
$8.89K +$63 +1 +0.7%
BCM
761
Blume Capital Management
California
$8.77K +$316 +5 +4%
BCMLT
762
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.27K +$126 +2 +2%
SO
763
Sierra Ocean
California
$8.27K – – –
PWMG
764
Private Wealth Management Group
New Jersey
$8.21K – – –
FCT
765
First Community Trust
Iowa
$7.57K – – –
MAS
766
MPWM Advisory Solutions
Georgia
$7.32K – – –
BIA
767
Bell Investment Advisors
California
$7.26K -$884 -14 -11%
PSFG
768
Park Square Financial Group
Georgia
$6.94K – – –
MHR
769
Matthew Hamilton Rosenberg
$6.82K – – –
FFO
770
Fortitude Family Office
Arizona
$6.5K -$34.6K -548 -84%
PWA
771
Provenance Wealth Advisors
Florida
$6.31K – – –
BWL
772
Bogart Wealth LLC
Virginia
$6.31K – – –
HNW
773
High Note Wealth
Minnesota
$5.81K +$3.41K +54 +142%
T
774
Transce3nd
Texas
$5.74K -$101K -1,595 -95%
SRCM
775
Signature Resources Capital Management
California
$5.74K – – –
29 30
31
32 33