W.P. Carey
819 hedge funds and large institutions have $9.79B invested in W.P. Carey in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 342 increasing their positions, 258 reducing their positions, and 74 closing their positions.
143% more call options, than puts
Call options by funds: $88.8M | Put options by funds: $36.5M
33% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 258
15% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 74
0.02% more ownership
Funds ownership: 71.55% → 71.57% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less funds holding
Funds holding: 821 → 819 (-2)
1% less capital invested
Capital invested by funds: $9.84B → $9.79B (-$51.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$45.8M |
| 2 |
GA
GRS Advisors
Chicago,
Illinois
|
+$37.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$36.7M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$32M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$102M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$64.2M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$32.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$30.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$27.2M |
WPC Hedge Fund Activity: Q2 2025 in Review
819 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2025, worth a combined $9.79B — down 0.52% from $9.84B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new WPC positions and 74 closed out — a net gain of 11 holders — while 342 added to existing stakes and 258 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $45.8M. The largest seller was Pacer Advisors, cutting an estimated $102M.
- 819 institutional investors held W.P. Carey (WPC) as of Q2 2025, down from 821 in Q1 2025.
- Funds reported $9.79B of W.P. Carey stock for Q2 2025, down 0.52% quarter-over-quarter.
- 85 funds opened new W.P. Carey positions in Q2 2025 and 74 closed out, a net change of +11 holders.
- The largest W.P. Carey buyer in Q2 2025 was CAPTRUST Financial Advisors, an estimated $45.8M added.
- The largest W.P. Carey seller in Q2 2025 was Pacer Advisors, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2025.