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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 %
GJIA
851
Glass Jacobson Investment Advisors
Maryland
– -$58.1K -1,067 Closed
SW
852
SVB Wealth
Massachusetts
– -$57.9K -917 Closed
SSG
853
Summit Securities Group
New York
– -$50.5K -800 Closed
PA
854
PSI Advisors
Florida
– -$44.7K -708 Closed
QC
855
Quent Capital
New York
– -$41.9K -664 Closed
WT
856
Washington Trust
Rhode Island
– -$38.8K -615 Closed
RTC
857
Riverview Trust Company
Washington
– -$31.1K -493 Closed
TH
858
TCTC Holdings
Texas
– -$30.4K -482 Closed
HCP
859
Hexagon Capital Partners
Arkansas
– -$26.6K -422 Closed
VBA
860
von Borstel & Associates
Oregon
– -$26K -421 Closed
GWS
861
Greykasell Wealth Strategies
California
– -$17.7K -280 Closed
NI
862
NCP Inc
California
– -$13.6K -215 Closed
CBT
863
Crews Bank & Trust
Florida
– -$9.47K -150 Closed
SCB
864
Saudi Central Bank
Saudi Arabia
– -$5.43K -86 Closed
Optiver Holding
865
Optiver Holding
Netherlands
– -$5.18K -82 Closed
PPA
866
Painted Porch Advisors
California
– -$4.1K -65 Closed
PPC
867
Park Place Capital
Alabama
– -$2.97K -47 Closed
MG
868
Mather Group
Illinois
– -$2.14K -34 Closed
BWM
869
Bernard Wealth Management
Michigan
– -$1.39K -22 Closed
CA
870
Continuum Advisory
Idaho
– -$1.2K -19 Closed
DF
871
Dunhill Financial
United Kingdom
– -$912 -14 Closed
BI
872
Binnacle Investments
Iowa
– -$505 -8 Closed
HHGA
873
Halbert Hargrove Global Advisors
California
– -$471 -7 Closed
WW
874
Winnow Wealth
Texas
– -$316 -5 Closed
GP
875
Greenline Partners
New York
– -$126 -2 Closed
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