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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
PWA
801
Principia Wealth Advisory
Texas
$878 +$327 +5 +63%
VWA
802
Valued Wealth Advisors
Utah
$754 – – –
GA
803
Guerra Advisors
Florida
$676 +$655 +10 New
LWMI
804
Legacy Wealth Management (Idaho)
Idaho
$584 +$589 +9 New
QWM
805
Quaker Wealth Management
New Jersey
$541 – – –
RWM
806
Rialto Wealth Management
New York
$541 – – –
BI
807
Binnacle Investments
Iowa
$541 +$524 +8 New
ACA
808
American Capital Advisory
Idaho
$473 +$196 +3 +75%
WW
809
Winnow Wealth
Texas
$408 +$393 +6 New
GEA
810
Glen Eagle Advisors
New Jersey
$405 – – –
PAM
811
Palisade Asset Management
Minnesota
$338 +$327 +5 New
SA
812
Scarborough Advisors
Maryland
$270 – – –
PWAM
813
Private Wealth Asset Management
Iowa
$203 – – –
BHWM
814
Beaird Harris Wealth Management
Texas
$203 +$196 +3 New
TFM
815
TFC Financial Management
Massachusetts
$136 – – –
AWM
816
Activest Wealth Management
Florida
$68 – – –
Norges Bank
817
Norges Bank
Norway
– -$151M -2,427,234 Closed
GA
818
GRS Advisors
Illinois
– -$37.7M -604,270 Closed
Axa
819
Axa
France
– -$11.4M -182,938 Closed
ERSOT
820
Employees Retirement System of Texas
Texas
– -$7.86M -126,000 Closed
ECM
821
Eisler Capital Management
United Kingdom
– -$7.61M -121,998 Closed
BFM
822
Boothbay Fund Management
New York
– -$6.26M -100,402 Closed
WHG
823
Westwood Holdings Group
Texas
– -$4.38M -70,176 Closed
ACM
824
AEW Capital Management
Massachusetts
– -$3.84M -61,560 Closed
FAF
825
Fjarde Ap-fonden
Sweden
– -$3.53M -56,534 Closed
31 32
33
34 35

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.