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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 %
WT
851
Washington Trust
Rhode Island
– – -615 Closed
RTC
852
Riverview Trust Company
Washington
– – -493 Closed
TH
853
TCTC Holdings
Texas
– – -482 Closed
HCP
854
Hexagon Capital Partners
Arkansas
– – -422 Closed
VBA
855
von Borstel & Associates
Oregon
– – -421 Closed
GWS
856
Greykasell Wealth Strategies
California
– – -280 Closed
NI
857
NCP Inc
California
– – -215 Closed
CBT
858
Crews Bank & Trust
Florida
– – -150 Closed
SCB
859
Saudi Central Bank
Saudi Arabia
– – -86 Closed
Optiver Holding
860
Optiver Holding
Netherlands
– – -82 Closed
PPA
861
Painted Porch Advisors
California
– – -65 Closed
PPC
862
Park Place Capital
Alabama
– – -47 Closed
MG
863
Mather Group
Illinois
– – -34 Closed
BWM
864
Bernard Wealth Management
Michigan
– – -22 Closed
CA
865
Continuum Advisory
Idaho
– – -19 Closed
DF
866
Dunhill Financial
United Kingdom
– – -14 Closed
BI
867
Binnacle Investments
Iowa
– – -8 Closed
HHGA
868
Halbert Hargrove Global Advisors
California
– – -7 Closed
WW
869
Winnow Wealth
Texas
– – -5 Closed
GP
870
Greenline Partners
New York
– – -2 Closed
PEAK6
871
PEAK6
Illinois
– – – –
Tudor Investment Corp
872
Tudor Investment Corp
Connecticut
– – – –
JWA
873
JFS Wealth Advisors
Pennsylvania
– – – –
LIP
874
Landmark Investment Partners
Florida
– – – –
Walleye Trading
875
Walleye Trading
New York
– – – –
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