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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 %
OC
851
Oarsman Capital
Wisconsin
– – -3,075 Closed
Parallax Volatility Advisers
852
Parallax Volatility Advisers
California
– – -2,076 Closed
VHAM
853
Van Hulzen Asset Management
California
– – -1,624 Closed
Group One Trading
854
Group One Trading
Illinois
– – -1,564 Closed
AWM
855
Avior Wealth Management
Nebraska
– – -1,079 Closed
SIC
856
Salem Investment Counselors
North Carolina
– – -1,000 Closed
CSPIA
857
Cary Street Partners Investment Advisory
Virginia
– – -893 Closed
WWA
858
Wingate Wealth Advisors
Massachusetts
– – -673 Closed
HAS
859
HBW Advisory Services
California
– – -589 Closed
Belvedere Trading
860
Belvedere Trading
Illinois
– – -513 Closed
VWM
861
Venturi Wealth Management
Texas
– – -388 Closed
CIA
862
Cape Investment Advisory
Georgia
– – -192 Closed
PMFA
863
Plante Moran Financial Advisors
Michigan
– – -132 Closed
DAM
864
Delta Asset Management
Tennessee
– – -125 Closed
CAWM
865
Capital A Wealth Management
Pennsylvania
– – -100 Closed
PWM
866
Parkworth Wealth Management
California
– – -100 Closed
CIAM
867
Caitong International Asset Management
Hong Kong
– – -95 Closed
AGWCA
868
Annis Gardner Whiting Capital Advisors
Florida
– – -53 Closed
FP
869
Financial Perspectives
Minnesota
– – -49 Closed
SIM
870
Synergy Investment Management
Florida
– – -48 Closed
SIM
871
Studio Investment Management
Illinois
– – -35 Closed
CJ
872
Caitlin John
Michigan
– – -28 Closed
FWM
873
FLP Wealth Management
Arkansas
– – -25 Closed
SIS
874
Strategic Investment Solutions
Illinois
– – -20 Closed
CMP
875
Coston McIsaac & Partners
Maine
– – -14 Closed
32 33 34
35
36