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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 %
Prudential Financial
126
Prudential Financial
New Jersey
$7.15M 114,656 +78,165 +214%
RPA
127
Rock Point Advisors
Vermont
$7.09M 113,720 -805 -0.7%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$7.07M 113,290 +190 +0.2%
Mirae Asset Global ETFs Holdings
129
Mirae Asset Global ETFs Holdings
Hong Kong
$7.02M 112,562 -43,632 -28%
VanEck Associates
130
VanEck Associates
New York
$7.01M 112,329 +9,243 +9%
MOACM
131
Mutual of America Capital Management
New York
$6.79M 108,897 -3,740 -3%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$6.74M 107,993 +7,523 +7%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$6.74M 107,977 -5,225 -5%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$6.7M 107,430 -53,993 -33%
CIMLRA
135
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.57M 105,330 +105,330 New
APG Asset Management
136
APG Asset Management
Netherlands
$6.41M 120,700 +1,300 +1%
Wealthfront Advisers
137
Wealthfront Advisers
California
$6.28M 100,703 +1,809 +2%
BFM
138
Boothbay Fund Management
New York
$6.26M 100,402 +86,904 +644%
AB
139
Amalgamated Bank
New York
$6.26M 100,279 +17 +0%
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$6.22M 99,737 -1,652,184 -94%
OTPPB
141
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.2M 99,319 -3,479 -3%
SEI Investments
142
SEI Investments
Pennsylvania
$6.05M 96,983 +14,767 +18%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$6.05M 96,975 +1,435 +2%
Jane Street
144
Jane Street
New York
$5.88M 94,258 +51,868 +122%
Corient Private Wealth
145
Corient Private Wealth
Florida
$5.87M 94,062 +43,812 +87%
SSWM
146
Sheets Smith Wealth Management
North Carolina
$5.72M 91,718 -3,997 -4%
Wellington Management Group
147
Wellington Management Group
Massachusetts
$5.49M 88,068 -4,024 -4%
Creative Planning
148
Creative Planning
Kansas
$5.46M 87,565 +3,876 +5%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$5.44M 87,194 -22,963 -21%
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$5.32M 85,334 – –
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