We are live on ! Find out more
WPC icon

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
EFS
501
Essex Financial Services
Connecticut
$447K -$24.6K -335 -5%
FPAS
502
Focus Partners Advisor Solutions
Missouri
$446K -$588K -8,026 -56%
IAIM
503
International Assets Investment Management
Florida
$442K +$82.4K +1,125 +22%
DAS
504
Dynamic Advisor Solutions
Arizona
$441K -$13.5K -184 -3%
Mirae Asset Global Investments
505
Mirae Asset Global Investments
South Korea
$439K -$234K -3,196 -34%
AWP
506
Axis Wealth Partners
Rhode Island
$436K -$7.7K -105 -2%
HI
507
Harbour Investments
Wisconsin
$435K +$51.2K +699 +13%
JE
508
Jacobs Equity
Utah
$435K +$108K +1,471 +32%
GPWM
509
Grant Private Wealth Management
California
$435K +$138K +1,881 +45%
EH
510
Equitable Holdings
New York
$433K -$33.8K -461 -7%
MCM
511
Monument Capital Management
Virginia
$425K +$436K +5,946 New
JCM
512
Jacobi Capital Management
Pennsylvania
$422K +$586 +8 +0.1%
CPIG
513
Chicago Partners Investment Group
Illinois
$422K +$43.8K +597 +12%
PCIA
514
Prime Capital Investment Advisors
Kansas
$415K +$2.79K +38 +0.7%
TAF
515
Tredje AP-fonden
Sweden
$412K -$5.95M -81,161 -93%
RPCONE
516
Retirement Planning Company of New England
Rhode Island
$412K -$7.18K -98 -2%
SWM
517
Stronghold Wealth Management
Florida
$410K +$2.64K +36 +0.6%
WDC
518
Woodward Diversified Capital
California
$409K +$23K +314 +6%
GWA
519
Gutierrez Wealth Advisory
Arkansas
$406K +$44K +600 +12%
KRSITF
520
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$406K -$1.91K -26 -0.5%
GWP
521
Gen-Wealth Partners
Michigan
$405K -$98.6K -1,345 -19%
CF
522
Centaurus Financial
California
$402K +$147 +2 +0%
DT
523
DV Trading
Illinois
$402K +$192K +2,618 +87%
HA
524
Hanover Advisors
South Carolina
$395K +$405K +5,528 New
ACG
525
Allen Capital Group
Nebraska
$395K -$12.8K -174 -3%

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.