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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
$48.1M
2
GA
GRS Advisors
Illinois
$37.7M
3
First Trust Advisors
First Trust Advisors
Illinois
$45.9M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$32.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.8M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
801
Scarborough Advisors
Maryland
$250 +$250 +4 New
PWAM
802
Private Wealth Asset Management
Iowa
$187 -$997 -16 -84%
TFM
803
TFC Financial Management
Massachusetts
$125 – – –
AWM
804
Activest Wealth Management
Florida
$62 +$62 +1 New
ECM
805
ExodusPoint Capital Management
New York
– -$20.2M -319,647 Closed
CF
806
Corebridge Financial
Texas
– -$15.3M -241,712 Closed
EP
807
Edgestream Partners
New Jersey
– -$6.61M -104,769 Closed
Verition Fund Management
808
Verition Fund Management
Connecticut
– -$5.45M -86,300 Closed
JF
809
Jump Financial
Illinois
– -$4.6M -72,966 Closed
OTL
810
Oak Thistle LLC
New York
– -$3.25M -51,452 Closed
Acadian Asset Management
811
Acadian Asset Management
Massachusetts
– -$2.83M -44,851 Closed
PD
812
Planning Directions
Pennsylvania
– -$2.35M -37,191 Closed
LAM
813
LECAP Asset Management
United Kingdom
– -$1.76M -27,871 Closed
PI
814
PGGM Investments
Netherlands
– -$1.46M -23,186 Closed
PP
815
Prudential plc
United Kingdom
– -$1.39M -21,990 Closed
PI
816
PineBridge Investments
New York
– -$1.34M -21,248 Closed
GCP
817
GSA Capital Partners
United Kingdom
– -$1.17M -18,609 Closed
MIF
818
Mediolanum International Funds
Ireland
– -$1.04M -16,550 Closed
GAM
819
Generali Asset Management
Italy
– -$919K -14,560 Closed
USAA
820
United Services Automobile Association
Texas
– -$908K -14,483 Closed
LCM
821
Landscape Capital Management
New Jersey
– -$792K -12,550 Closed
AC
822
Allstate Corporation
Illinois
– -$769K -12,178 Closed
Nomura Holdings
823
Nomura Holdings
Japan
– -$717K -11,366 Closed
OWP
824
Obermeyer Wealth Partners
Colorado
– -$687K -10,881 Closed
GCM
825
Gallacher Capital Management
Colorado
– -$682K -10,802 Closed
31 32
33
34 35