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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 %
FRAF
176
Första AP-fonden
Sweden
$3.94M 62,500 -28,800 -32%
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$3.93M 62,200 – –
LSERS
178
Louisiana State Employees Retirement System
Louisiana
$3.87M 61,300 +600 +1%
AAA
179
Adams Asset Advisors
Texas
$3.8M 60,203 +537 +0.9%
ETC
180
Exchange Traded Concepts
Oklahoma
$3.78M 59,941 -13,484 -18%
GCM
181
Greenland Capital Management
New York
$3.73M 59,024 +59,024 New
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$3.72M 59,884 -182 -0.3%
NAM
183
Nissay Asset Management
Japan
$3.69M 58,510 +60 +0.1%
CNFG
184
Creegan & Nassoura Financial Group
New Hampshire
$3.6M 57,085 – –
Renaissance Technologies
185
Renaissance Technologies
New York
$3.44M 54,500 +54,500 New
TCM
186
TT Capital Management
California
$3.44M 54,474 -1,850 -3%
AOWM
187
Alpha Omega Wealth Management
Virginia
$3.33M 52,833 -119 -0.2%
GWM
188
Geneos Wealth Management
Colorado
$3.32M 52,679 +35,552 +208%
SOMRS
189
State of Michigan Retirement System
Michigan
$3.31M 52,400 +600 +1%
Fuller & Thaler Asset Management
190
Fuller & Thaler Asset Management
California
$3.27M 51,764 +1,767 +4%
OTL
191
Oak Thistle LLC
New York
$3.25M 51,452 +51,452 New
CCM
192
Coldstream Capital Management
Washington
$3.2M 50,782 +2,024 +4%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$3.18M 50,337 -666 -1%
Corient Private Wealth
194
Corient Private Wealth
Florida
$3.17M 50,250 +4,349 +9%
RBC
195
Romano Brothers & Co
Illinois
$3.15M 49,960 -885 -2%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$3.14M 48,979 -7,596 -13%
KBC Group
197
KBC Group
Belgium
$3.12M 49,362 -19,050 -28%
NMIMC
198
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M 48,659 +21 +0%
BLC
199
Brown, Lisle/Cummings
Rhode Island
$3.03M 47,994 -647 -1%
HighTower Advisors
200
HighTower Advisors
Illinois
$3.02M 47,885 +3,504 +8%
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