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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 %
CS
101
Candriam SCA
Luxembourg
$9.2M -$5.57M -89,326 -38%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$9.08M +$80.5K +1,277 +0.9%
SFA
103
Sequoia Financial Advisors
Ohio
$9.04M -$83.7K -1,341 -0.9%
Aberdeen Group
104
Aberdeen Group
United Kingdom
$8.77M +$1.04M +16,975 +13%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$8.7M -$872K -13,979 -9%
CFB
106
Cullen/Frost Bankers
Texas
$8.58M +$321K +5,150 +4%
QCM
107
QRG Capital Management
Illinois
$8.57M +$334K +5,356 +4%
QCM
108
Quantinno Capital Management
New York
$8.53M +$2.77M +44,391 +48%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$8.33M +$521K +8,350 +7%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$8.23M +$1.03M +16,458 +14%
AF
111
Allworth Financial
California
$8.21M -$1.75K -28 -0%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$8.15M -$52.6K -843 -0.6%
Macquarie Group
113
Macquarie Group
Australia
$8.03M -$56.4K -904 -0.7%
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.89M +$230K +3,683 +3%
ERSOT
115
Employees Retirement System of Texas
Texas
$7.86M -$624K -10,000 -7%
MIM
116
MetLife Investment Management
New Jersey
$7.74M -$228K -3,650 -3%
BNP Paribas Asset Management
117
BNP Paribas Asset Management
France
$7.69M +$648K +10,392 +9%
Renaissance Technologies
118
Renaissance Technologies
New York
$7.67M +$4.27M +68,500 +126%
ECM
119
Eisler Capital Management
United Kingdom
$7.61M -$1.69M -27,125 -18%
RAM
120
Resona Asset Management
Japan
$7.58M -$530K -8,451 -7%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$7.41M -$3.49M -56,005 -32%
SHA
122
Seneca House Advisors
Virginia
$7.38M +$283K +4,541 +4%
CIC
123
Crawford Investment Counsel
Georgia
$7.29M -$275K -4,402 -4%
VCA
124
Verdence Capital Advisors
Maryland
$7.25M -$42.8K -686 -0.6%
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$7.16M – – –
3 4
5
6 7