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W.P. Carey

896 hedge funds and large institutions have $12.7B invested in W.P. Carey in 2026 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 344 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $49M | Put options by funds: $13.2M

83% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 59

16% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 297

9% more capital invested

Capital invested by funds: $11.7B → $12.7B (+$1.09B)

3% more funds holding

Funds holding: 868896 (+28)

1.8% more ownership

Funds ownership: 78.1%79.9% (+1.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
896
Holders Change
+28
Holders Change %
+3.23%
% of All Funds
10.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
108
Increased
344
Reduced
297
Closed
59
Calls
$49M
Puts
$13.2M
Net Calls
+$35.8M
Net Calls Change
+$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
Shelton Capital Management
Colorado
$507K
VT
477
Vise Technologies
New York
$500K +$75.2K +1,026 +17%
S
478
SignatureFD
Georgia
$498K +$145K +1,982 +40%
IP
479
Ignite Planners
California
$496K +$35.8K +488 +8%
TFA
480
Teamwork Financial Advisors
Texas
$496K -$20.5K -280 -4%
VEA
481
Virtus ETF Advisers
New York
$494K +$58.8K +803 +13%
UCFA
482
United Capital Financial Advisors
Texas
$494K -$248K -3,387 -33%
SOS
483
Silver Oak Securities
Tennessee
$492K -$5.86K -80 -1%
FFN
484
Focus Financial Network
Minnesota
$491K +$8.87K +121 +2%
EOJOAM
485
E. Ohman J:or Asset Management
Sweden
$483K
DADC
486
D.A. Davidson & Co
Montana
$482K -$14.3K -195 -3%
FTWA
487
Fifth Third Wealth Advisors
Ohio
$475K +$13.4K +183 +3%
FAM
488
Fulcrum Asset Management
United Kingdom
$474K +$473K +6,448 New
MM
489
MQS Management
New York
$474K -$6.59K -90 -1%
ECM
490
Everence Capital Management
Indiana
$465K
VFA
491
Valeo Financial Advisors
Indiana
$462K +$20.5K +280 +5%
NDSIB
492
North Dakota State Investment Board
North Dakota
$461K +$7.91K +108 +2%
RRA
493
Round Rock Advisors
Connecticut
$460K -$87.9K -1,200 -16%
AW
494
Avion Wealth
Texas
$459K +$513 +7 +0.1%
EIA
495
Eldridge Investment Advisors
New Hampshire
$459K -$56.8K -775 -11%
PMAM
496
Picton Mahoney Asset Management
Ontario, Canada
$456K -$1.37M -18,691 -75%
PCA
497
Peddock Capital Advisors
Massachusetts
$454K
PWP
498
Precedent Wealth Partners
Texas
$451K +$462K +6,307 New
RW
499
Rockport Wealth
Ohio
$448K
GC
500
Gilbert & Cook
Iowa
$447K +$6.08K +83 +1%

WPC Hedge Fund Activity: Q2 2026 in Review

896 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2026, worth a combined $12.7B — up 9.4% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WPC positions and 59 closed out — a net gain of 49 holders — while 344 added to existing stakes and 297 trimmed.

The largest buyer was BlackRock, adding an estimated $224M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 896 institutional investors held W.P. Carey (WPC) as of Q2 2026, up from 868 in Q1 2026.
  • Funds reported $12.7B of W.P. Carey stock for Q2 2026, up 9.4% quarter-over-quarter.
  • 108 funds opened new W.P. Carey positions in Q2 2026 and 59 closed out, a net change of +49 holders.
  • The largest W.P. Carey buyer in Q2 2026 was BlackRock, an estimated $224M added.
  • The largest W.P. Carey seller in Q2 2026 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2026.