W.P. Carey
865 hedge funds and large institutions have $11.7B invested in W.P. Carey in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 352 increasing their positions, 260 reducing their positions, and 69 closing their positions.
173% more call options, than puts
Call options by funds: $48.4M | Put options by funds: $17.7M
39% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 69
35% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 260
10% more capital invested
Capital invested by funds: $10.6B → $11.7B (+$1.04B)
2.83% more ownership
Funds ownership: 75.26% → 78.09% (+2.8%)
1% more funds holding
Funds holding: 856 → 865 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$123M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$109M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$97.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$41.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$41.6M |
| 2 |
AAMU
APG Asset Management US
New York
|
-$20.7M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$15.6M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$15.3M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$14.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LIA
926
Luken Investment Analytics
Brentwood,
Tennessee
| – | -$3.09K | -48 | Closed |
|
927
Cohen & Steers
New York
| – | -$3K | -40 | Closed |
|
928
Optiver Holding
Amsterdam,
Netherlands
| – | -$2.38K | -37 | Closed |
|
|
EW
929
Elyxium Wealth
San Mateo,
California
| – | -$1.09K | -17 | Closed |
|
|
OC
930
Optima Capital
Beaverton,
Oregon
| – | -$1.04K | -16 | Closed |
|
|
AWA
931
Acumen Wealth Advisors
Chattanooga,
Tennessee
| – | -$914 | -14 | Closed |
|
|
LWMI
932
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$564 | -9 | Closed |
|
|
NL
933
NorthAvenue LLC
Columbus,
Ohio
| – | -$194 | -3 | Closed |
|
|
PWAM
934
Private Wealth Asset Management
Cedar Rapids,
Iowa
| – | -$193 | -3 | Closed |
|
WPC Hedge Fund Activity: Q1 2026 in Review
865 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2026, worth a combined $11.7B — up 9.8% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new WPC positions and 69 closed out — a net gain of 27 holders — while 352 added to existing stakes and 260 trimmed.
The largest buyer was BlackRock, adding an estimated $123M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $41.6M sold.
- 865 institutional investors held W.P. Carey (WPC) as of Q1 2026, up from 856 in Q4 2025.
- Funds reported $11.7B of W.P. Carey stock for Q1 2026, up 9.8% quarter-over-quarter.
- 96 funds opened new W.P. Carey positions in Q1 2026 and 69 closed out, a net change of +27 holders.
- The largest W.P. Carey buyer in Q1 2026 was BlackRock, an estimated $123M added.
- The largest W.P. Carey seller in Q1 2026 was Jupiter Asset Management, an estimated $41.6M sold.
Based on aggregated 13F filings for Q1 2026.