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W.P. Carey
WPC

Overview Fund Activity

804 hedge funds and large institutions have $9.76B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 333 increasing their positions, 256 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
-9
Holders Change %
-1.11%
% 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
83
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
1
CAPTRUST Financial Advisors
North Carolina
$48.1M
2
GA
2
GRS Advisors
Illinois
$37.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$45.9M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$32.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$51.8M

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 Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$4.01M -$374K -6,000 -9%
ASRS
177
Arizona State Retirement System
Arizona
$3.99M +$44.5K +714 +1%
HRES
178
Heitman Real Estate Securities
Illinois
$3.99M +$2.48M +39,815 +165%
ETC
179
Exchange Traded Concepts
Oklahoma
$3.99M +$249K +3,986 +7%
State of New Jersey Common Pension Fund D
180
State of New Jersey Common Pension Fund D
New Jersey
$3.98M – – –
LSERS
181
Louisiana State Employees Retirement System
Louisiana
$3.84M +$18.7K +300 +0.5%
ACM
182
AEW Capital Management
Massachusetts
$3.84M -$4.87M -78,080 -56%
NAM
183
Nissay Asset Management
Japan
$3.79M +$141K +2,258 +4%
SOMRS
184
State of Michigan Retirement System
Michigan
$3.77M +$499K +8,000 +15%
FRAF
185
Första AP-fonden
Sweden
$3.72M -$175K -2,800 -4%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$3.67M -$212K -3,400 -5%
CNFG
187
Creegan & Nassoura Financial Group
New Hampshire
$3.56M -$3.74K -60 -0.1%
FAF
188
Fjarde Ap-fonden
Sweden
$3.53M -$537K -8,600 -13%
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$3.49M +$3.49M +56,007 New
AOWM
190
Alpha Omega Wealth Management
Virginia
$3.29M -$4.37K -70 -0.1%
RBC
191
Romano Brothers & Co
Illinois
$3.24M +$123K +1,975 +4%
Fuller & Thaler Asset Management
192
Fuller & Thaler Asset Management
California
$3.22M -$10.6K -170 -0.3%
GIA
193
Gateway Investment Advisers
Ohio
$3.2M +$704K +11,290 +28%
CCM
194
Coldstream Capital Management
Washington
$3.19M +$23.4K +375 +0.7%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$3.06M -$83.2K -1,333 -3%
NMIMC
196
Northwestern Mutual Investment Management Company
Wisconsin
$3.05M +$14.5K +232 +0.5%
Swedbank
197
Swedbank
Sweden
$3.04M +$1.05M +16,816 +53%
BLC
198
Brown, Lisle/Cummings
Rhode Island
$3M +$9.54K +153 +0.3%
HighTower Advisors
199
HighTower Advisors
Illinois
$2.92M -$65.9K -1,056 -2%
NAAA
200
New Age Alpha Advisors
New York
$2.89M -$1.87M -29,965 -39%
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