W.P. Carey
WPC
823 hedge funds and large institutions have $9.82B invested in W.P. Carey in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 311 increasing their positions, 266 reducing their positions, and 62 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
96% more call options, than puts
Call options by funds: $87.6M | Put options by funds: $44.8M
81% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 62
20% more capital invested
Capital invested by funds: $8.16B → $9.82B (+$1.66B)
17% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 266
5% more funds holding
Funds holding: 782 → 823 (+41)
2.71% more ownership
Funds ownership: 68.35% → 71.06% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$222M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$94.4M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
+$28.1M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$22M |
| 5 |
State Street
Boston,
Massachusetts
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$152M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$71.3M |
| 3 |
Millennium Management
New York
|
-$19.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.5M |
WPC Hedge Fund Activity: Q1 2025 in Review
823 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2025, worth a combined $9.82B — up 20% from $8.16B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new WPC positions and 62 closed out — a net gain of 50 holders — while 311 added to existing stakes and 266 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $222M. The largest seller was PGGM Investments, cutting an estimated $152M.
- 823 institutional investors held W.P. Carey (WPC) as of Q1 2025, up from 782 in Q4 2024.
- Funds reported $9.82B of W.P. Carey stock for Q1 2025, up 20% quarter-over-quarter.
- 112 funds opened new W.P. Carey positions in Q1 2025 and 62 closed out, a net change of +50 holders.
- The largest W.P. Carey buyer in Q1 2025 was JP Morgan Chase, an estimated $222M added.
- The largest W.P. Carey seller in Q1 2025 was PGGM Investments, an estimated $152M sold.
Based on aggregated 13F filings for Q1 2025.