W.P. Carey
WPC
858 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 278 increasing their positions, 310 reducing their positions, and 64 closing their positions.
136% more call options, than puts
Call options by funds: $55.2M | Put options by funds: $23.4M
86% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 64
5% more funds holding
Funds holding: 820 → 858 (+38)
3.73% more ownership
Funds ownership: 71.47% → 75.19% (+3.7%)
0% more capital invested
Capital invested by funds: $10.6B → $10.6B (+$21.8M)
10% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 310
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$144M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$43.1M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$39.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$39M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$91.4M |
| 2 |
Millennium Management
New York
|
-$37.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.2M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$30.9M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
-$24.8M |
WPC Hedge Fund Activity: Q4 2025 in Review
858 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2025, worth a combined $10.6B — up 0.21% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new WPC positions and 64 closed out — a net gain of 55 holders — while 278 added to existing stakes and 310 trimmed.
The largest buyer was UBS AM, adding an estimated $144M. The largest seller was JP Morgan Chase, cutting an estimated $91.4M.
- 858 institutional investors held W.P. Carey (WPC) as of Q4 2025, up from 820 in Q3 2025.
- Funds reported $10.6B of W.P. Carey stock for Q4 2025, up 0.21% quarter-over-quarter.
- 119 funds opened new W.P. Carey positions in Q4 2025 and 64 closed out, a net change of +55 holders.
- The largest W.P. Carey buyer in Q4 2025 was UBS AM, an estimated $144M added.
- The largest W.P. Carey seller in Q4 2025 was JP Morgan Chase, an estimated $91.4M sold.
Based on aggregated 13F filings for Q4 2025.