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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 %
SEI Investments
151
SEI Investments
Pennsylvania
$5.19M 82,216 +26,131 +47%
KAS
152
Kestra Advisory Services
Texas
$4.95M 78,387 +38 +0%
BPA
153
Beacon Pointe Advisors
California
$4.94M 78,319 -4,373 -5%
AG
154
Advocate Group
Minnesota
$4.89M 77,529 +2,073 +3%
PC
155
Prairiewood Capital
North Dakota
$4.89M 77,457 +6,845 +10%
MPM
156
Meritage Portfolio Management
Kansas
$4.87M 77,144 -2,179 -3%
NAAA
157
New Age Alpha Advisors
New York
$4.82M 76,348 +14,702 +24%
TAIM
158
Te Ahumairangi Investment Management
New Zealand
$4.71M 74,627 -9,400 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
159
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.67M 74,000 +74,000 New
JF
160
Jump Financial
Illinois
$4.6M 72,966 +72,966 New
American Century Companies
161
American Century Companies
Missouri
$4.55M 72,070 +6,685 +10%
CWM
162
CIBC World Markets
New York
$4.49M 71,094 -2,450 -3%
AAS
163
Avantax Advisory Services
Texas
$4.44M 70,297 +6,673 +10%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$4.44M 70,285 – –
CCM
165
Cohen Capital Management
California
$4.43M 70,140 +901 +1%
SMDAM
166
Sumitomo Mitsui DS Asset Management
Japan
$4.38M 69,439 +8,832 +15%
Citadel Advisors
167
Citadel Advisors
Florida
$4.33M 68,574 -1,204,156 -95%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$4.3M 68,120 – –
Mariner
169
Mariner
Kansas
$4.17M 66,013 -2,385 -3%
UM
170
UniSuper Management
Australia
$4.13M 65,400 +300 +0.5%
NC
171
NewSquare Capital
Pennsylvania
$4.13M 65,388 -341 -0.5%
FAF
172
Fjarde Ap-fonden
Sweden
$4.11M 65,134 -4,800 -7%
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$4.07M 64,376 -19,862 -24%
State of New Jersey Common Pension Fund D
174
State of New Jersey Common Pension Fund D
New Jersey
$4.02M 63,738 -2,080 -3%
ASRS
175
Arizona State Retirement System
Arizona
$3.99M 63,288 -254 -0.4%
5 6
7
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