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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 %
CAL
776
Capital Advisors Ltd
Ohio
$2K 31 -8 -21%
RTL
777
Red Tortoise LLC
Georgia
$2K 32 – –
EWMI
778
EVOLUTION WEALTH MANAGEMENT INC.
Florida
$1.93K 31 +31 New
FLFS
779
Family Legacy Financial Solutions
North Carolina
$1.62K 26 +26 New
HI
780
Horizon Investments
North Carolina
$1.5K 24 – –
MCM
781
MV Capital Management
Maryland
$1.37K 22 +1 +5%
CFO
782
CVA Family Office
Colorado
$1.25K 20 +20 New
HFS
783
Hughes Financial Services
Virginia
$1.17K 18 +18 New
TIM
784
Total Investment Management
Arizona
$1.1K 18 +18 New
MHIP
785
Mountain Hill Investment Partners
New Jersey
$1.03K 17 +1 +6%
RIL
786
Rothschild Investment LLC
Illinois
$749 12 +2 +20%
VWA
787
Valued Wealth Advisors
Utah
$697 11 – –
RWM
788
Rialto Wealth Management
New York
$500 8 -10 -56%
QWM
789
Quaker Wealth Management
New Jersey
$500 8 +8 New
PWA
790
Principia Wealth Advisory
Texas
$499 8 – –
SC
791
Stephens Consulting
Michigan
$375 6 +6 New
GEA
792
Glen Eagle Advisors
New Jersey
$374 6 – –
CA
793
Crewe Advisors
Utah
$312 5 – –
ACA
794
American Capital Advisory
Idaho
$250 4 – –
SA
795
Scarborough Advisors
Maryland
$250 4 +4 New
PWM
796
Parkworth Wealth Management
California
$250 4 +4 New
PWAM
797
Private Wealth Asset Management
Iowa
$187 3 -16 -84%
TFM
798
TFC Financial Management
Massachusetts
$125 2 – –
AWM
799
Activest Wealth Management
Florida
$62 1 +1 New
ECM
800
ExodusPoint Capital Management
New York
– – -319,647 Closed
30 31
32
33 34