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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B 30,746,852 -73,813 -0.2%
BlackRock
2
BlackRock
New York
$1.73B 27,360,987 -164,981 -0.6%
State Street
3
State Street
Massachusetts
$797M 12,455,317 +368,281 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$323M 5,112,190 +3,747,898 +275%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$285M 4,518,868 -190,160 -4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$266M 4,218,419 +195,466 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$200M 3,173,965 +3,229 +0.1%
Northern Trust
8
Northern Trust
Illinois
$170M 2,696,844 +55,615 +2%
Charles Schwab
9
Charles Schwab
California
$168M 2,662,310 +20,495 +0.8%
Legal & General Group
10
Legal & General Group
United Kingdom
$153M 2,430,753 +83,396 +4%
UBS AM
11
UBS AM
Illinois
$142M 2,257,017 +68,414 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$142M 2,248,019 +10,114 +0.5%
Morgan Stanley
13
Morgan Stanley
New York
$128M 2,024,900 -63,870 -3%
EIC
14
Equity Investment Corp
Georgia
$123M 1,949,395 +78,661 +4%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$111M 1,751,921 +1,595,045 +1,017%
UBS Group
16
UBS Group
Switzerland
$101M 1,603,479 -310,396 -16%
Bank of America
17
Bank of America
North Carolina
$71.8M 1,137,559 +332,535 +41%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$68.3M 1,082,219 +23,868 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$66.9M 1,060,172 -6,324 -0.6%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$62.8M 995,500 -30,756 -3%
Robeco Institutional Asset Management
21
Robeco Institutional Asset Management
Netherlands
$55.1M 872,496 +372,433 +74%
ACM
22
Advisors Capital Management
New Jersey
$52M 823,328 +260,674 +46%
AAMU
23
APG Asset Management US
New York
$47.9M 760,019 – –
Invesco
24
Invesco
Georgia
$46.8M 741,561 -8,590 -1%
Ameriprise
25
Ameriprise
Minnesota
$45.8M 724,836 -5,442 -0.7%
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