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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 %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$13.4M 211,494 +3,985 +2%
AIM
77
Achmea Investment Management
Netherlands
$13.3M 213,363 +40,161 +23%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$12.7M 203,775 +640 +0.3%
Barclays
79
Barclays
United Kingdom
$12.5M 199,858 -35,271 -15%
WCP
80
Waterfront Capital Partners
New York
$12.2M 196,015 -74,757 -28%
CIC
81
Carnegie Investment Counsel
Ohio
$11.9M 190,795 +27,882 +17%
Axa
82
Axa
France
$11.4M 182,938 +11,997 +7%
SIMG
83
Sonora Investment Management Group
Arizona
$11.4M 182,822 +4,817 +3%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$11.3M 181,372 +82,467 +83%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M 175,378 -3,951 -2%
Pictet Asset Management
86
Pictet Asset Management
Switzerland
$10.7M 171,379 +20,911 +14%
American Century Companies
87
American Century Companies
Missouri
$10.6M 169,692 +97,622 +135%
Truist Financial
88
Truist Financial
North Carolina
$10.3M 164,739 -4,018 -2%
Aviva
89
Aviva
United Kingdom
$10.2M 162,924 +12,184 +8%
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.1M 162,207 +18,888 +13%
AAF
91
Andra AP-fonden
Sweden
$10M 160,700 +35,100 +28%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M 159,637 -526,505 -77%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$9.95M 159,423 -64,410 -29%
Osaic Holdings
94
Osaic Holdings
Arizona
$9.84M 171,655 -35,690 -17%
DC
95
Davenport & Co
Virginia
$9.71M 155,630 -1,729 -1%
MML Investors Services
96
MML Investors Services
Massachusetts
$9.5M 152,324 -9,107 -6%
Two Sigma Investments
97
Two Sigma Investments
New York
$9.44M 151,352 -103,466 -41%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$9.44M 151,301 -27,399 -15%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$9.43M 151,092 -64,240 -30%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$9.22M 147,833 -393 -0.3%
2 3
4
5 6