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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
VCA
126
Verdence Capital Advisors
Maryland
$7.77M – – –
DB
127
Danske Bank
Denmark
$7.74M +$386K +5,900 +5%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$7.73M -$285K -4,347 -4%
WCP
129
Waterfront Capital Partners
New York
$7.7M -$5.37M -82,015 -42%
Pacer Advisors
130
Pacer Advisors
Pennsylvania
$7.69M +$923K +14,098 +14%
RPA
131
Rock Point Advisors
Vermont
$7.63M -$47.8K -730 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
132
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.56M -$3.12M -47,741 -30%
Creative Planning
133
Creative Planning
Kansas
$7.46M +$1.49M +22,785 +26%
SEI Investments
134
SEI Investments
Pennsylvania
$7.08M +$511K +7,803 +8%
Verition Fund Management
135
Verition Fund Management
Connecticut
$6.96M +$6.74M +102,977 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$6.94M +$1.02M +15,509 +18%
APG Asset Management
137
APG Asset Management
Netherlands
$6.94M – – –
MOACM
138
Mutual of America Capital Management
New York
$6.83M -$508K -7,761 -7%
AB
139
Amalgamated Bank
New York
$6.77M -$2.75K -42 -0%
Daiwa Securities Group
140
Daiwa Securities Group
Japan
$6.74M +$181K +2,761 +3%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$6.66M -$615K -9,403 -9%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$6.5M -$770K -11,761 -11%
Prudential Financial
143
Prudential Financial
New Jersey
$6.37M -$1.33M -20,324 -18%
Wealthfront Advisers
144
Wealthfront Advisers
California
$5.9M -$873K -13,341 -13%
DFG
145
Dupree Financial Group
Kentucky
$5.84M +$192K +2,933 +4%
SSWM
146
Sheets Smith Wealth Management
North Carolina
$5.78M -$406K -6,208 -7%
PC
147
Prairiewood Capital
North Dakota
$5.78M +$430K +6,567 +8%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$5.77M – – –
PP
149
Prudential plc
United Kingdom
$5.73M +$5.55M +84,748 New
AAF
150
Andra AP-fonden
Sweden
$5.62M -$5.07M -77,500 -48%
4 5
6
7 8

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.