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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 %
IMRF
76
Illinois Municipal Retirement Fund
Illinois
$13.6M 215,332 – –
Millennium Management
77
Millennium Management
New York
$13.5M 213,194 -325,739 -60%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$13.1M 207,509 +6,000 +3%
Osaic Holdings
79
Osaic Holdings
Arizona
$13.1M 207,345 -65,806 -24%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$12.8M 203,135 – –
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M 179,329 -650 -0.4%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$11.3M 178,700 +170,300 +2,027%
SIMG
83
Sonora Investment Management Group
Arizona
$11.2M 178,005 +19,493 +12%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$11M 174,724 +4,389 +3%
AIM
85
Achmea Investment Management
Netherlands
$10.9M 173,202 +16,540 +11%
Axa
86
Axa
France
$10.8M 170,941 +118,419 +225%
Treasurer of the State of North Carolina
87
Treasurer of the State of North Carolina
North Carolina
$10.7M 169,009 +20,404 +14%
Truist Financial
88
Truist Financial
North Carolina
$10.7M 168,757 +10,027 +6%
AQR Capital Management
89
AQR Capital Management
Connecticut
$10.4M 165,632 +114,723 +225%
MML Investors Services
90
MML Investors Services
Massachusetts
$10.2M 161,431 +12,916 +9%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$10.2M 161,423 +95,900 +146%
DC
92
Davenport & Co
Virginia
$9.93M 157,359 +36,869 +31%
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$9.86M 156,194 +40,738 +35%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$9.69M 153,497 +1,288 +0.8%
Aviva
95
Aviva
United Kingdom
$9.51M 150,740 +16,892 +13%
Pictet Asset Management
96
Pictet Asset Management
Switzerland
$9.5M 150,468 +26,067 +21%
ECM
97
Eisler Capital Management
United Kingdom
$9.41M 149,123 +149,123 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$9.36M 148,226 -1,028 -0.7%
CIC
99
Carnegie Investment Counsel
Ohio
$9.28M 162,913 +1,725 +1%
SFA
100
Sequoia Financial Advisors
Ohio
$9.23M 146,276 -2,733 -2%
2 3
4
5 6