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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
+$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 %
PWMG
751
Private Wealth Management Group
New Jersey
$8.11K – – –
AWM
752
Atticus Wealth Management
Florida
$7.74K +$7.74K +124 New
T
753
Transce3nd
Texas
$7.59K +$1.93K +31 +34%
FCT
754
First Community Trust
Iowa
$7.49K – – –
SO
755
Sierra Ocean
California
$7.17K -$998 -16 -12%
BIA
756
Bell Investment Advisors
California
$7.17K – – –
DWM
757
Dogwood Wealth Management
Kansas
$7.08K +$2.67K +43 +61%
WIM
758
Westside Investment Management
California
$7.05K +$7.05K +112 New
BFP
759
Briaud Financial Planning
Texas
$7K +$7K +113 New
PSFG
760
Park Square Financial Group
Georgia
$6.86K – – –
MAS
761
MPWM Advisory Solutions
Georgia
$6.8K -$437 -7 -6%
MHR
762
Matthew Hamilton Rosenberg
$6.74K – – –
HWA
763
HHM Wealth Advisors
Tennessee
$6.49K -$27.5K -441 -81%
PWA
764
Provenance Wealth Advisors
Florida
$6.24K – – –
BWL
765
Bogart Wealth LLC
Virginia
$6.24K – – –
TPWA
766
Twin Peaks Wealth Advisors
California
$5.7K +$5.7K +87 New
SRCM
767
Signature Resources Capital Management
California
$5.68K – – –
HNW
768
High Note Wealth
Minnesota
$5.61K -$125 -2 -2%
WPA
769
Wealth Preservation Advisors
Tennessee
$5.43K – – –
B
770
Birchbrook
Maine
$4.99K – – –
AV
771
ASR Vermogensbeheer
Netherlands
$4.99K +$62 +1 +1%
BF
772
BOK Financial
Oklahoma
$4.24K – – –
Cohen & Steers
773
Cohen & Steers
New York
$4K – – –
S
774
Sachetta
Massachusetts
$3.87K +$686 +11 +22%
SIC
775
Salem Investment Counselors
North Carolina
$3.16K +$3.16K +50 New
29 30
31
32 33