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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 %
WPA
776
Wealth Preservation Advisors
Tennessee
$5.49K 87 +87 New
SCB
777
Saudi Central Bank
Saudi Arabia
$5.43K 86 +86 New
MAM
778
Meeder Asset Management
Ohio
$5.3K 84 -55 -40%
Optiver Holding
779
Optiver Holding
Netherlands
$5.18K 82 +82 New
B
780
Birchbrook
Maine
$5.05K 80 – –
AV
781
ASR Vermogensbeheer
Netherlands
$4.99K 79 +79 New
DWM
782
Dogwood Wealth Management
Kansas
$4.46K 71 +1 +1%
BF
783
BOK Financial
Oklahoma
$4.29K 68 – –
PPA
784
Painted Porch Advisors
California
$4.1K 65 +65 New
Cohen & Steers
785
Cohen & Steers
New York
$4K 71 -42 -37%
CA
786
Clearstead Advisors
Ohio
$3.22K 51 -58 -53%
S
787
Sachetta
Massachusetts
$3.22K 51 +17 +50%
IA
788
IFS Advisors
Kansas
$3.03K 48 – –
PPC
789
Park Place Capital
Alabama
$2.97K 47 +47 New
HWP
790
Highline Wealth Partners
California
$2.27K 36 +36 New
MG
791
Mather Group
Illinois
$2.14K 34 -25 -42%
RTL
792
Red Tortoise LLC
Georgia
$2.02K 32 – –
CAL
793
Capital Advisors Ltd
Ohio
$2K 39 +8 +26%
HI
794
Horizon Investments
North Carolina
$1.52K 24 +24 New
BWM
795
Bernard Wealth Management
Michigan
$1.39K 22 +22 New
MCM
796
MV Capital Management
Maryland
$1.33K 21 -510 -96%
CA
797
Continuum Advisory
Idaho
$1.2K 19 – –
PWAM
798
Private Wealth Asset Management
Iowa
$1.2K 19 +19 New
RWM
799
Rialto Wealth Management
New York
$1.14K 18 +18 New
MHIP
800
Mountain Hill Investment Partners
New Jersey
$1.03K 16 – –
30 31
32
33 34