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W.P. Carey
WPC

818 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $76.9M | Put options by funds: $31.7M

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $9.79B → $10.6B (+$808M)

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.11% less ownership

Funds ownership: 71.57% → 71.47% (-0.11%)

0% less funds holding

Funds holding: 819 → 818 (-1)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
10.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
80
Increased
298
Reduced
281
Closed
69
Calls
$76.9M
Puts
$31.7M
Net Calls
+$45.3M
Net Calls Change
-$7M

Top Buyers

1
Invesco
Invesco
Georgia
+$205M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$68.2M
3
Barclays
Barclays
United Kingdom
+$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$168M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$51.4M
3
GA
GRS Advisors
Illinois
-$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PDN
201
Pensionfund DSM Netherlands
Netherlands
$3.13M – – –
OAM
202
Ostrum Asset Management
France
$3.1M +$472K +7,208 +19%
FFP
203
Freedom Financial Partners
Minnesota
$3.09M +$8.51K +130 +0.3%
Balyasny Asset Management
204
Balyasny Asset Management
Illinois
$3.06M -$51.4M -785,190 -95%
HAG
205
HighPoint Advisor Group
Illinois
$3.05M +$341K +5,210 +13%
NAAA
206
New Age Alpha Advisors
New York
$3.03M -$100K -1,527 -3%
HFS
207
Hantz Financial Services
Michigan
$2.98M -$34.4K -526 -1%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$2.98M -$45.8K -700 -2%
PS
209
Pensionfund Sabic
Netherlands
$2.96M -$131K -2,000 -4%
CS
210
Capital Square
Tennessee
$2.96M -$96.2K -1,469 -3%
Stifel Financial
211
Stifel Financial
Missouri
$2.94M +$174K +2,652 +6%
NMERB
212
New Mexico Educational Retirement Board
New Mexico
$2.93M – – –
PS
213
Presima Securities
Quebec, Canada
$2.9M +$591K +9,028 +27%
PAG
214
Private Advisor Group
New Jersey
$2.89M -$191K -2,920 -6%
QCM
215
QRG Capital Management
Illinois
$2.85M -$6.24M -95,270 -69%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$2.8M +$155K +2,366 +6%
AIP
217
Ameritas Investment Partners
Nebraska
$2.77M -$96K -1,466 -3%
KOCAA
218
Knights of Columbus Asset Advisors
Connecticut
$2.71M +$621K +9,489 +31%
SFM
219
Signet Financial Management
New Jersey
$2.67M +$3.8K +58 +0.1%
DnB Asset Management
220
DnB Asset Management
Norway
$2.63M +$95.2K +1,454 +4%
SWA
221
SFMG Wealth Advisors
Texas
$2.6M +$16.4K +250 +0.7%
X
222
Xponance
Pennsylvania
$2.58M +$25.5K +389 +1%
MIM
223
Meixler Investment Management
Arizona
$2.48M -$52.9K -808 -2%
AWA
224
Arkadios Wealth Advisors
Georgia
$2.46M +$31.7K +485 +1%
URS
225
Utah Retirement Systems
Utah
$2.41M – – –
7 8
9
10 11

WPC Hedge Fund Activity: Q3 2025 in Review

818 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2025, worth a combined $10.6B — up 8.3% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WPC positions and 69 closed out — a net gain of 11 holders — while 298 added to existing stakes and 281 trimmed.

The largest buyer was Invesco, adding an estimated $205M. The largest seller was UBS AM, cutting an estimated $168M.

  • 818 institutional investors held W.P. Carey (WPC) as of Q3 2025, down from 819 in Q2 2025.
  • Funds reported $10.6B of W.P. Carey stock for Q3 2025, up 8.3% quarter-over-quarter.
  • 80 funds opened new W.P. Carey positions in Q3 2025 and 69 closed out, a net change of +11 holders.
  • The largest W.P. Carey buyer in Q3 2025 was Invesco, an estimated $205M added.
  • The largest W.P. Carey seller in Q3 2025 was UBS AM, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2025.