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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 %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$7.14M 113,100 -6,736 -6%
BNP Paribas Asset Management
127
BNP Paribas Asset Management
France
$7.13M 112,901 +106,089 +1,557%
MOACM
128
Mutual of America Capital Management
New York
$7.11M 112,637 -2,968 -3%
APG Asset Management
129
APG Asset Management
Netherlands
$6.98M 119,400 -400 -0.3%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$6.95M 110,157 +26,663 +32%
TPSF
131
Texas Permanent School Fund
Texas
$6.94M 111,197 +111,197 New
EP
132
Edgestream Partners
New Jersey
$6.61M 104,769 +104,769 New
AWS
133
Atria Wealth Solutions
New York
$6.58M 104,160 +2,087 +2%
VanEck Associates
134
VanEck Associates
New York
$6.51M 103,086 +3,995 +4%
OTPPB
135
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.49M 102,798 +46,402 +82%
DFG
136
Dupree Financial Group
Kentucky
$6.43M 101,823 +995 +1%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$6.34M 100,470 +6,695 +7%
AB
138
Amalgamated Bank
New York
$6.33M 100,262 -4,276 -4%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$6.3M 99,841 -56,250 -36%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$6.24M 98,905 -63,463 -39%
Wealthfront Advisers
141
Wealthfront Advisers
California
$6.24M 98,894 +22,692 +30%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$6.04M 95,715 +67 +0.1%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$6.03M 95,540 +3,468 +4%
QCM
144
Quantinno Capital Management
New York
$5.83M 92,343 +41,961 +83%
Wellington Management Group
145
Wellington Management Group
Massachusetts
$5.81M 92,092 -227,646 -71%
Verition Fund Management
146
Verition Fund Management
Connecticut
$5.45M 86,300 +42,658 +98%
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$5.39M 85,334 +22,000 +35%
YCM
148
Yousif Capital Management
Michigan
$5.33M 84,502 -1,530 -2%
II
149
IFM Investors
Australia
$5.32M 84,365 -6,515 -7%
Creative Planning
150
Creative Planning
Kansas
$5.28M 83,689 +15,956 +24%
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