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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 %
RPSA
826
Richard P. Slaughter Associates
Texas
– – -26,849 Closed
Squarepoint
827
Squarepoint
New York
– – -16,172 Closed
WWA
828
WCG Wealth Advisors
Nevada
– – -12,168 Closed
SCM
829
Stevens Capital Management
Pennsylvania
– – -11,036 Closed
AFM
830
Armstrong Fleming & Moore
District of Columbia
– – -9,254 Closed
CIM
831
Cambria Investment Management
California
– – -9,226 Closed
CRC
832
Curi RMB Capital
Illinois
– – -9,218 Closed
AI
833
AXS Investments
New York
– – -7,000 Closed
EC
834
EntryPoint Capital
New York
– – -6,488 Closed
PAS
835
Park Avenue Securities
New York
– – -6,443 Closed
RW
836
Rockport Wealth
Ohio
– – -6,271 Closed
BIAS
837
Beacon Investment Advisory Services
New Jersey
– – -6,070 Closed
CM
838
Crestline Management
Texas
– – -5,576 Closed
PEAK6
839
PEAK6
Illinois
– – -4,923 Closed
MW
840
Maia Wealth
Colorado
– – -4,887 Closed
TCG
841
Transcendent Capital Group
Oklahoma
– – -4,850 Closed
BWP
842
BlueStem Wealth Partners
Minnesota
– – -4,344 Closed
VI
843
Versor Investments
New York
– – -4,177 Closed
SSA
844
Schonfeld Strategic Advisors
New York
– – -4,099 Closed
CFGS
845
Concourse Financial Group Securities
Alabama
– – -3,991 Closed
SF
846
Symphony Financial
Texas
– – -3,929 Closed
PA
847
PharVision Advisers
Florida
– – -3,911 Closed
EF
848
Empowered Funds
Pennsylvania
– – -3,778 Closed
MWM
849
Modera Wealth Management
New Jersey
– – -3,700 Closed
CSP
850
Cary Street Partners
Virginia
– – -3,570 Closed
32 33
34
35 36