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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 %
SFI
201
Susquehanna Fundamental Investments
Pennsylvania
$2.93M 46,473 -3,856 -8%
CS
202
Capital Square
Tennessee
$2.93M 46,365 -1,924 -4%
PAG
203
Private Advisor Group
New Jersey
$2.92M 46,330 -8,797 -16%
PDN
204
Pensionfund DSM Netherlands
Netherlands
$2.92M 46,300 -5,000 -10%
HFS
205
Hantz Financial Services
Michigan
$2.89M 45,712 -818 -2%
FFP
206
Freedom Financial Partners
Minnesota
$2.87M 45,499 -2,530 -5%
Acadian Asset Management
207
Acadian Asset Management
Massachusetts
$2.83M 44,851 +6,159 +16%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$2.81M 44,474 -110 -0.2%
PS
209
Pensionfund Sabic
Netherlands
$2.77M 43,804 -8,500 -16%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$2.74M 43,400 – –
HAG
211
HighPoint Advisor Group
Illinois
$2.74M 44,740 -3,330 -7%
DnB Asset Management
212
DnB Asset Management
Norway
$2.72M 43,089 +596 +1%
AIP
213
Ameritas Investment Partners
Nebraska
$2.72M 43,060 -774 -2%
TD Asset Management
214
TD Asset Management
Ontario, Canada
$2.68M 42,417 +796 +2%
Jane Street
215
Jane Street
New York
$2.68M 42,390 -70,813 -63%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$2.64M 41,844 -56 -0.1%
GIA
217
Gateway Investment Advisers
Ohio
$2.52M 39,945 -26,302 -40%
NIWA
218
New Insight Wealth Advisors
California
$2.51M 39,750 -10,268 -21%
SFM
219
Signet Financial Management
New Jersey
$2.5M 39,563 +3,919 +11%
SWA
220
SFMG Wealth Advisors
Texas
$2.43M 38,518 +38,518 New
Stifel Financial
221
Stifel Financial
Missouri
$2.43M 38,435 +3,296 +9%
OAM
222
Ostrum Asset Management
France
$2.42M 38,316 -548 -1%
CCIA
223
Campbell & Co Investment Adviser
Maryland
$2.37M 37,570 +8,176 +28%
X
224
Xponance
Pennsylvania
$2.37M 37,498 -211 -0.6%
XF
225
XML Financial
Maryland
$2.36M 37,361 +898 +2%
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