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W.P. Carey
WPC

818 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $76.9M | Put options by funds: $31.7M

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $9.79B → $10.6B (+$808M)

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.11% less ownership

Funds ownership: 71.57% → 71.47% (-0.11%)

0% less funds holding

Funds holding: 819 → 818 (-1)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% 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
80
Increased
298
Reduced
281
Closed
69
Calls
$76.9M
Puts
$31.7M
Net Calls
+$45.3M
Net Calls Change
-$7M

Top Buyers

1
Invesco
Invesco
Georgia
+$205M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$68.2M
3
Barclays
Barclays
United Kingdom
+$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$168M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51.4M
3
GA
GRS Advisors
Illinois
-$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$16.1M +$1.37M +20,993 +10%
JG
77
Jain Global
New York
$15.9M -$7.71M -117,809 -33%
Allianz Asset Management
78
Allianz Asset Management
Germany
$15.5M -$5.32M -81,234 -26%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$15.4M -$1.62M -24,809 -10%
AIM
80
Achmea Investment Management
Netherlands
$14.4M – – –
American Century Companies
81
American Century Companies
Missouri
$14.3M +$2.77M +42,294 +25%
CA
82
CSM Advisors
Pennsylvania
$14.3M -$1.4M -21,424 -9%
LIP
83
Lighthouse Investment Partners
Florida
$14.2M -$3.6M -55,000 -21%
CIC
84
Carnegie Investment Counsel
Ohio
$14.1M +$1.17M +17,843 +9%
Pictet Asset Management
85
Pictet Asset Management
Switzerland
$13.6M +$1.97M +30,051 +18%
Renaissance Technologies
86
Renaissance Technologies
New York
$12.6M +$4.11M +62,800 +51%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$12.3M +$77.9K +1,190 +0.7%
SIMG
88
Sonora Investment Management Group
Arizona
$12.3M -$35.3K -540 -0.3%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$12.2M -$1.49M -22,768 -11%
GCM
90
Greenland Capital Management
New York
$11.8M +$6.34M +96,783 +115%
Aviva
91
Aviva
United Kingdom
$11.8M +$742K +11,337 +7%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$11.7M +$4.34M +66,300 +62%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M -$532K -8,133 -5%
Truist Financial
94
Truist Financial
North Carolina
$11.2M +$35.3K +539 +0.3%
TA
95
Tectonic Advisors
Texas
$11M +$10.7M +163,031 New
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$11M +$191K +2,925 +2%
QCM
97
Quantinno Capital Management
New York
$10.9M +$1.65M +25,171 +18%
DC
98
Davenport & Co
Virginia
$10.5M -$2.62K -40 -0%
AIM
99
AXA Investment Managers
France
$10.3M +$9.94M +151,885 New
CS
100
Candriam SCA
Luxembourg
$10.2M +$246K +3,756 +3%
2 3
4
5 6

WPC Hedge Fund Activity: Q3 2025 in Review

818 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2025, worth a combined $10.6B — up 8.3% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WPC positions and 69 closed out — a net gain of 11 holders — while 298 added to existing stakes and 281 trimmed.

The largest buyer was Invesco, adding an estimated $205M. The largest seller was UBS AM, cutting an estimated $168M.

  • 818 institutional investors held W.P. Carey (WPC) as of Q3 2025, down from 819 in Q2 2025.
  • Funds reported $10.6B of W.P. Carey stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 80 funds opened new W.P. Carey positions in Q3 2025 and 69 closed out, a net change of +11 holders.
  • The largest W.P. Carey buyer in Q3 2025 was Invesco, an estimated $205M added.
  • The largest W.P. Carey seller in Q3 2025 was UBS AM, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.