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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
+$46.4M
2
GA
GRS Advisors
Illinois
+$37.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$37.1M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$32.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.3M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$103M
2
DFG
Demars Financial Group
Washington
-$65M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$32.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$31.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
126
Prudential Financial
New Jersey
$7.15M +$4.88M +78,165 +214%
RPA
127
Rock Point Advisors
Vermont
$7.09M -$50.2K -805 -0.7%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$7.07M +$11.9K +190 +0.2%
Mirae Asset Global ETFs Holdings
129
Mirae Asset Global ETFs Holdings
Hong Kong
$7.02M -$2.72M -43,632 -28%
VanEck Associates
130
VanEck Associates
New York
$7.01M +$577K +9,243 +9%
MOACM
131
Mutual of America Capital Management
New York
$6.79M -$233K -3,740 -3%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$6.74M +$469K +7,523 +7%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$6.74M -$326K -5,225 -5%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$6.7M -$3.37M -53,993 -33%
CIMLRA
135
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.57M +$6.57M +105,330 New
APG Asset Management
136
APG Asset Management
Netherlands
$6.41M +$69.1K +1,300 +1%
Wealthfront Advisers
137
Wealthfront Advisers
California
$6.28M +$113K +1,809 +2%
BFM
138
Boothbay Fund Management
New York
$6.26M +$5.42M +86,904 +644%
AB
139
Amalgamated Bank
New York
$6.26M +$1.06K +17 +0%
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$6.22M -$103M -1,652,184 -94%
OTPPB
141
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.2M -$217K -3,479 -3%
SEI Investments
142
SEI Investments
Pennsylvania
$6.05M +$921K +14,767 +18%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$6.05M +$89.5K +1,435 +2%
Jane Street
144
Jane Street
New York
$5.88M +$3.24M +51,868 +122%
Corient Private Wealth
145
Corient Private Wealth
Florida
$5.87M +$2.73M +43,812 +87%
SSWM
146
Sheets Smith Wealth Management
North Carolina
$5.72M -$249K -3,997 -4%
Wellington Management Group
147
Wellington Management Group
Massachusetts
$5.49M -$251K -4,024 -4%
Creative Planning
148
Creative Planning
Kansas
$5.46M +$242K +3,876 +5%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$5.44M -$1.43M -22,963 -21%
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$5.32M – – –
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