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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
10.79%
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 %
GCM
151
Greenland Capital Management
New York
$5.24M +$1.56M +25,008 +42%
DFG
152
Dupree Financial Group
Kentucky
$5.21M -$1.15M -18,367 -18%
YCM
153
Yousif Capital Management
Michigan
$5.19M -$83.3K -1,336 -2%
PC
154
Prairiewood Capital
North Dakota
$4.92M +$91.8K +1,471 +2%
TAIM
155
Te Ahumairangi Investment Management
New Zealand
$4.9M +$245K +3,920 +5%
II
156
IFM Investors
Australia
$4.87M -$395K -6,334 -8%
AG
157
Advocate Group
Minnesota
$4.85M +$9.36K +150 +0.2%
KAS
158
Kestra Advisory Services
Texas
$4.84M -$51.1K -819 -1%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$4.73M -$1.5M -24,021 -24%
MPM
160
Meritage Portfolio Management
Kansas
$4.68M -$131K -2,107 -3%
BPA
161
Beacon Pointe Advisors
California
$4.64M -$244K -3,915 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
162
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.62M – – –
AAA
163
Adams Asset Advisors
Texas
$4.49M +$734K +11,772 +20%
SMDAM
164
Sumitomo Mitsui DS Asset Management
Japan
$4.44M +$105K +1,687 +2%
WHG
165
Westwood Holdings Group
Texas
$4.38M +$4.38M +70,176 New
CCM
166
Cohen Capital Management
California
$4.38M – – –
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$4.32M +$306K +4,900 +8%
AAS
168
Avantax Advisory Services
Texas
$4.3M -$82.1K -1,316 -2%
NC
169
NewSquare Capital
Pennsylvania
$4.27M +$187K +3,005 +5%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$4.25M – – –
CWM
171
CIBC World Markets
New York
$4.21M -$229K -3,677 -5%
TCM
172
TT Capital Management
California
$4.14M +$744K +11,919 +22%
UM
173
UniSuper Management
Australia
$4.08M – – –
Mariner
174
Mariner
Kansas
$4.03M -$85.8K -1,375 -2%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$4.03M +$291K +4,668 +8%
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