WPC icon

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 %
Wolverine Trading
826
Wolverine Trading
Illinois
– -$602K -9,597 Closed
SC
827
SummitTX Capital
Texas
– -$528K -8,361 Closed
IPW
828
Impact Partnership Wealth
Georgia
– -$433K -6,859 Closed
AIP
829
Arrowpoint Investment Partners
Singapore
– -$394K -6,244 Closed
BC
830
Bridgefront Capital
Texas
– -$369K -5,845 Closed
FIA
831
FNY Investment Advisers
New York
– -$359K -5,700 Closed
AFCM
832
Applied Finance Capital Management
Puerto Rico
– -$346K -5,490 Closed
CAI
833
Capital Advisors Inc
Oklahoma
– -$345K -5,473 Closed
JWM
834
Jackson Wealth Management
Florida
– -$330K -5,233 Closed
JIP
835
Jaffetilchin Investment Partners
Florida
– -$312K -4,939 Closed
PCM
836
Polymer Capital Management
New York
– -$285K -4,509 Closed
APF
837
Alaska Permanent Fund
Alaska
– -$263K -4,219 Closed
OWA
838
Octavia Wealth Advisors
Ohio
– -$253K -3,951 Closed
VCM
839
Virtue Capital Management
Tennessee
– -$247K -3,906 Closed
M1FG
840
Mach-1 Financial Group
Arkansas
– -$238K -3,765 Closed
VF
841
Virtu Financial
New York
– -$236K -3,740 Closed
MS
842
Madden Securities
Texas
– -$233K -3,690 Closed
PCM
843
Parsons Capital Management
Rhode Island
– -$218K -3,450 Closed
SWP
844
Sagespring Wealth Partners
Tennessee
– -$216K -3,428 Closed
DT
845
Diversified Trust
Tennessee
– -$214K -3,384 Closed
WA
846
Wambolt & Associates
Colorado
– -$212K -3,365 Closed
MCC
847
Money Concepts Capital
Florida
– -$203K -3,218 Closed
WF
848
Wayfinding Financial
Washington
– -$139K -2,177 Closed
LCM
849
Logan Capital Management
Pennsylvania
– -$82K -1,300 Closed
LFA
850
LGT Financial Advisors
Texas
– -$82K -1,300 Closed
32 33
34
35 36