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W.P. Carey
WPC

Overview Fund Activity

800 hedge funds and large institutions have $9.75B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 330 increasing their positions, 255 reducing their positions, and 71 closing their positions.

Holders
800
Holders Change
-13
Holders Change %
-1.6%
% 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
83
Increased
330
Reduced
255
Closed
71
Calls
$69.9M
Puts
$12.6M
Net Calls
+$57.4M
Net Calls Change
+$14.6M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$151M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$48.1M
3
GA
3
GRS Advisors
Illinois
$37.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$45.9M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$32.5M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$6.22M
2
DFG
2
Demars Financial Group
Washington
$1.12M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$232M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
826
FNY Investment Advisers
New York
– – -5,700 Closed
AFCM
827
Applied Finance Capital Management
Puerto Rico
– – -5,490 Closed
CAI
828
Capital Advisors Inc
Oklahoma
– – -5,473 Closed
JWM
829
Jackson Wealth Management
Florida
– – -5,233 Closed
JIP
830
Jaffetilchin Investment Partners
Florida
– – -4,939 Closed
PCM
831
Polymer Capital Management
New York
– – -4,509 Closed
APF
832
Alaska Permanent Fund
Alaska
– – -4,219 Closed
OWA
833
Octavia Wealth Advisors
Ohio
– – -3,951 Closed
VCM
834
Virtue Capital Management
Tennessee
– – -3,906 Closed
M1FG
835
Mach-1 Financial Group
Arkansas
– – -3,765 Closed
VF
836
Virtu Financial
New York
– – -3,740 Closed
MS
837
Madden Securities
Texas
– – -3,690 Closed
PCM
838
Parsons Capital Management
Rhode Island
– – -3,450 Closed
SWP
839
Sagespring Wealth Partners
Tennessee
– – -3,428 Closed
DT
840
Diversified Trust
Tennessee
– – -3,384 Closed
WA
841
Wambolt & Associates
Colorado
– – -3,365 Closed
MCC
842
Money Concepts Capital
Florida
– – -3,218 Closed
WF
843
Wayfinding Financial
Washington
– – -2,177 Closed
LCM
844
Logan Capital Management
Pennsylvania
– – -1,300 Closed
LFA
845
LGT Financial Advisors
Texas
– – -1,300 Closed
GJIA
846
Glass Jacobson Investment Advisors
Maryland
– – -1,067 Closed
SW
847
SVB Wealth
Massachusetts
– – -917 Closed
SSG
848
Summit Securities Group
New York
– – -800 Closed
PA
849
PSI Advisors
Florida
– – -708 Closed
QC
850
Quent Capital
New York
– – -664 Closed
32 33
34
35 36