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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.

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 %
PDN
201
Pensionfund DSM Netherlands
Netherlands
$2.89M – – –
PAG
202
Private Advisor Group
New Jersey
$2.85M -$41K -658 -1%
FFP
203
Freedom Financial Partners
Minnesota
$2.85M +$7.99K +128 +0.3%
CS
204
Capital Square
Tennessee
$2.84M -$70.7K -1,125 -2%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$2.8M +$21.5K +345 +0.8%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$2.79M +$546K +8,754 +24%
HFS
207
Hantz Financial Services
Michigan
$2.79M -$64K -1,026 -2%
NMERB
208
New Mexico Educational Retirement Board
New Mexico
$2.71M – – –
AIP
209
Ameritas Investment Partners
Nebraska
$2.65M -$33.9K -544 -1%
TD Asset Management
210
TD Asset Management
Ontario, Canada
$2.63M -$20.2K -324 -0.8%
Stifel Financial
211
Stifel Financial
Missouri
$2.55M +$152K +2,430 +6%
HAG
212
HighPoint Advisor Group
Illinois
$2.49M -$297K -4,762 -11%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$2.48M -$631K -9,933 -20%
Toronto Dominion Bank
214
Toronto Dominion Bank
Ontario, Canada
$2.48M +$429K +6,883 +21%
SFM
215
Signet Financial Management
New Jersey
$2.46M -$4.37K -70 -0.2%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$2.44M +$400K +6,411 +20%
DFCM
217
Dark Forest Capital Management
Puerto Rico
$2.44M +$691K +11,082 +40%
MGP
218
Metis Global Partners
California
$2.43M +$456K +7,312 +23%
OAM
219
Ostrum Asset Management
France
$2.42M +$25.8K +414 +1%
Neuberger Berman Group
220
Neuberger Berman Group
New York
$2.41M +$724K +11,612 +43%
NIWA
221
New Insight Wealth Advisors
California
$2.39M -$90.8K -1,455 -4%
SWA
222
SFMG Wealth Advisors
Texas
$2.39M -$16.8K -270 -0.7%
X
223
Xponance
Pennsylvania
$2.36M +$18.5K +296 +0.8%
PFA
224
Pathway Financial Advisers
Indiana
$2.34M +$41.7K +669 +2%
DnB Asset Management
225
DnB Asset Management
Norway
$2.34M -$347K -5,556 -13%
7 8
9
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