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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 %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$13.4M +$252K +3,985 +2%
AIM
77
Achmea Investment Management
Netherlands
$13.3M +$2.51M +40,161 +23%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$12.7M +$39.9K +640 +0.3%
Barclays
79
Barclays
United Kingdom
$12.5M -$2.2M -35,271 -15%
WCP
80
Waterfront Capital Partners
New York
$12.2M -$4.66M -74,757 -28%
CIC
81
Carnegie Investment Counsel
Ohio
$11.9M +$1.74M +27,882 +17%
Axa
82
Axa
France
$11.4M +$748K +11,997 +7%
SIMG
83
Sonora Investment Management Group
Arizona
$11.4M +$300K +4,817 +3%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$11.3M +$5.14M +82,467 +83%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M -$246K -3,951 -2%
Pictet Asset Management
86
Pictet Asset Management
Switzerland
$10.7M +$1.3M +20,911 +14%
American Century Companies
87
American Century Companies
Missouri
$10.6M +$6.09M +97,622 +135%
Truist Financial
88
Truist Financial
North Carolina
$10.3M -$251K -4,018 -2%
Aviva
89
Aviva
United Kingdom
$10.2M +$760K +12,184 +8%
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.1M +$1.18M +18,888 +13%
AAF
91
Andra AP-fonden
Sweden
$10M +$2.19M +35,100 +28%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.96M -$32.8M -526,505 -77%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$9.95M -$4.02M -64,410 -29%
Osaic Holdings
94
Osaic Holdings
Arizona
$9.84M -$2.05M -35,690 -17%
DC
95
Davenport & Co
Virginia
$9.71M -$108K -1,729 -1%
MML Investors Services
96
MML Investors Services
Massachusetts
$9.5M -$568K -9,107 -6%
Two Sigma Investments
97
Two Sigma Investments
New York
$9.44M -$6.45M -103,466 -41%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$9.44M -$1.71M -27,399 -15%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$9.43M -$4.01M -64,240 -30%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$9.22M -$24.5K -393 -0.3%
2 3
4
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