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W.P. Carey
WPC

818 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $76.9M | Put options by funds: $31.7M

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $9.79B → $10.6B (+$808M)

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.11% less ownership

Funds ownership: 71.57% → 71.47% (-0.11%)

0% less funds holding

Funds holding: 819 → 818 (-1)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% 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
80
Increased
298
Reduced
281
Closed
69
Calls
$76.9M
Puts
$31.7M
Net Calls
+$45.3M
Net Calls Change
-$7M

Top Buyers

1
Invesco
Invesco
Georgia
+$205M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$68.2M
3
Barclays
Barclays
United Kingdom
+$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$168M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51.4M
3
GA
GRS Advisors
Illinois
-$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
776
Birchbrook
Maine
$5.41K – – –
AV
777
ASR Vermogensbeheer
Netherlands
$5.34K -$65 -1 -1%
S
778
Sachetta
Massachusetts
$4.53K +$327 +5 +8%
FFO
779
Fortitude Family Office
Arizona
$4.32K -$19.6K -300 -82%
IA
780
IFS Advisors
Kansas
$3.24K – – –
Cohen & Steers
781
Cohen & Steers
New York
$3K -$2.03K -31 -44%
MAM
782
Marquette Asset Management
Minnesota
$2.77K +$2.68K +41 New
FNWA
783
Financial Network Wealth Advisors
Utah
$2.5K -$524 -8 -18%
CH
784
Cromwell Holdings
Wyoming
$2.47K – – –
HWP
785
Highline Wealth Partners
California
$2.43K – – –
MG
786
Mather Group
Illinois
$2.29K +$2.23K +34 New
RWS
787
Retirement Wealth Solutions
Wisconsin
$2.26K -$7.07K -108 -77%
RTL
788
Red Tortoise LLC
Georgia
$2.16K – – –
CAL
789
Capital Advisors Ltd
Ohio
$2K – – –
FLFS
790
Family Legacy Financial Solutions
North Carolina
$1.76K – – –
CJ
791
Caitlin John
Michigan
$1.69K +$1.64K +25 New
AP
792
Aspect Partners
Virginia
$1.69K +$1.64K +25 New
MCM
793
MV Capital Management
Maryland
$1.49K – – –
HWA
794
Heartwood Wealth Advisors
Virginia
$1.42K +$1.38K +21 New
CFO
795
CVA Family Office
Colorado
$1.35K – – –
HFS
796
Hughes Financial Services
Virginia
$1.2K – – –
Q1WB
797
Quest 10 Wealth Builders
Virginia
$1.15K +$1.11K +17 New
MHIP
798
Mountain Hill Investment Partners
New Jersey
$1.13K – – –
HWM
799
Hemington Wealth Management
Virginia
$1K +$1.38K +21 New
FC
800
Financial Consulate
Maryland
$946 +$916 +14 New
30 31
32
33 34

WPC Hedge Fund Activity: Q3 2025 in Review

818 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2025, worth a combined $10.6B — up 8.3% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WPC positions and 69 closed out — a net gain of 11 holders — while 298 added to existing stakes and 281 trimmed.

The largest buyer was Invesco, adding an estimated $205M. The largest seller was UBS AM, cutting an estimated $168M.

  • 818 institutional investors held W.P. Carey (WPC) as of Q3 2025, down from 819 in Q2 2025.
  • Funds reported $10.6B of W.P. Carey stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 80 funds opened new W.P. Carey positions in Q3 2025 and 69 closed out, a net change of +11 holders.
  • The largest W.P. Carey buyer in Q3 2025 was Invesco, an estimated $205M added.
  • The largest W.P. Carey seller in Q3 2025 was UBS AM, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.