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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 %
DF
801
Dunhill Financial
United Kingdom
$912 14 – –
CH
802
Cromwell Holdings
Wyoming
$768 12 +12 New
VWA
803
Valued Wealth Advisors
Utah
$704 11 – –
RIL
804
Rothschild Investment LLC
Illinois
$631 10 – –
BI
805
Binnacle Investments
Iowa
$505 8 +8 New
HHGA
806
Halbert Hargrove Global Advisors
California
$471 7 +7 New
PWA
807
Principia Wealth Advisory
Texas
$468 8 +6 +300%
GEA
808
Glen Eagle Advisors
New Jersey
$379 6 – –
CA
809
Crewe Advisors
Utah
$316 5 – –
WW
810
Winnow Wealth
Texas
$316 5 +1 +25%
ACA
811
American Capital Advisory
Idaho
$253 4 +4 New
TFM
812
TFC Financial Management
Massachusetts
$127 2 – –
GP
813
Greenline Partners
New York
$126 2 +2 New
JWA
814
JFS Wealth Advisors
Pennsylvania
– – – –
Norges Bank
815
Norges Bank
Norway
– – -2,558,388 Closed
Alyeska Investment Group
816
Alyeska Investment Group
Illinois
– – -232,463 Closed
Tudor Investment Corp
817
Tudor Investment Corp
Connecticut
– – -99,378 Closed
Marshall Wace
818
Marshall Wace
United Kingdom
– – -96,981 Closed
Qube Research & Technologies (QRT)
819
Qube Research & Technologies (QRT)
United Kingdom
– – -92,470 Closed
Twin Tree Management
820
Twin Tree Management
Texas
– – -59,955 Closed
AM
821
AGF Management
Ontario, Canada
– – -45,204 Closed
Holocene Advisors
822
Holocene Advisors
New York
– – -43,462 Closed
MIC
823
Mubadala Investment Company
United Arab Emirates
– – -43,389 Closed
RB
824
Rodgers Brothers
Pennsylvania
– – -41,750 Closed
SIP
825
Stoneridge Investment Partners
Pennsylvania
– – -27,163 Closed
31 32
33
34 35