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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 %
GCM
151
Greenland Capital Management
New York
$5.24M 84,032 +25,008 +42%
DFG
152
Dupree Financial Group
Kentucky
$5.21M 83,456 -18,367 -18%
YCM
153
Yousif Capital Management
Michigan
$5.19M 83,166 -1,336 -2%
PC
154
Prairiewood Capital
North Dakota
$4.92M 78,928 +1,471 +2%
TAIM
155
Te Ahumairangi Investment Management
New Zealand
$4.9M 78,547 +3,920 +5%
II
156
IFM Investors
Australia
$4.87M 78,031 -6,334 -8%
AG
157
Advocate Group
Minnesota
$4.85M 77,679 +150 +0.2%
KAS
158
Kestra Advisory Services
Texas
$4.84M 77,568 -819 -1%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$4.73M 75,820 -24,021 -24%
MPM
160
Meritage Portfolio Management
Kansas
$4.68M 75,037 -2,107 -3%
BPA
161
Beacon Pointe Advisors
California
$4.64M 74,404 -3,915 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
162
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.62M 74,000 – –
AAA
163
Adams Asset Advisors
Texas
$4.49M 71,975 +11,772 +20%
SMDAM
164
Sumitomo Mitsui DS Asset Management
Japan
$4.44M 71,126 +1,687 +2%
WHG
165
Westwood Holdings Group
Texas
$4.38M 70,176 +70,176 New
CCM
166
Cohen Capital Management
California
$4.38M 70,140 – –
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$4.32M 69,276 +4,900 +8%
AAS
168
Avantax Advisory Services
Texas
$4.3M 68,981 -1,316 -2%
NC
169
NewSquare Capital
Pennsylvania
$4.27M 68,393 +3,005 +5%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$4.25M 68,120 – –
CWM
171
CIBC World Markets
New York
$4.21M 67,417 -3,677 -5%
TCM
172
TT Capital Management
California
$4.14M 66,393 +11,919 +22%
UM
173
UniSuper Management
Australia
$4.08M 65,400 – –
Mariner
174
Mariner
Kansas
$4.03M 64,638 -1,375 -2%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$4.03M 64,552 +4,668 +8%
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