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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 %
IA
776
IFS Advisors
Kansas
$2.99K – – –
FNWA
777
Financial Network Wealth Advisors
Utah
$2.81K +$2.81K +45 New
CIAM
778
Caitong International Asset Management
Hong Kong
$2.5K +$2.5K +40 New
CH
779
Cromwell Holdings
Wyoming
$2.27K +$1.51K +24 +200%
HWP
780
Highline Wealth Partners
California
$2.25K – – –
CAL
781
Capital Advisors Ltd
Ohio
$2K -$516 -8 -21%
RTL
782
Red Tortoise LLC
Georgia
$2K – – –
EWM
783
Evolution Wealth Management
Florida
$1.93K +$1.93K +31 New
FLFS
784
Family Legacy Financial Solutions
North Carolina
$1.62K +$1.62K +26 New
HI
785
Horizon Investments
North Carolina
$1.5K – – –
MCM
786
MV Capital Management
Maryland
$1.37K +$62 +1 +5%
CFO
787
CVA Family Office
Colorado
$1.25K +$1.25K +20 New
HFS
788
Hughes Financial Services
Virginia
$1.17K +$1.17K +18 New
TIM
789
Total Investment Management
Arizona
$1.1K +$1.1K +18 New
MHIP
790
Mountain Hill Investment Partners
New Jersey
$1.03K +$61 +1 +6%
RIL
791
Rothschild Investment LLC
Illinois
$749 +$125 +2 +20%
VWA
792
Valued Wealth Advisors
Utah
$697 – – –
RWM
793
Rialto Wealth Management
New York
$500 -$625 -10 -56%
QWM
794
Quaker Wealth Management
New Jersey
$500 +$500 +8 New
PWA
795
Principia Wealth Advisory
Texas
$499 – – –
SC
796
Stephens Consulting
Michigan
$375 +$375 +6 New
GEA
797
Glen Eagle Advisors
New Jersey
$374 – – –
CA
798
Crewe Advisors
Utah
$312 – – –
ACA
799
American Capital Advisory
Idaho
$250 – – –
PWM
800
Parkworth Wealth Management
California
$250 +$250 +4 New
30 31
32
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