W. P. Carey Inc. hedge fund holdings
WPCNYSE$63.93-0.59 (-0.91%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
WPC · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-6.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 226 | 196 | $548M | $450M | 770 | Aug 14, 2025 |
| Q3 2025 | 217 | 196 | $1B | $568M | 780 | Nov 14, 2025 |
| Q4 2025 | 191 | 196 | $655M | $726M | 805 | Feb 14, 2026 |
| Q1 2026 | 247 | 186 | $882M | $298M | 826 | May 15, 2026 |
| Q2 2026 | 272 | 192 | $1.05B | $643M | 843 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
843 filersNew position
91$98.4M+1.38M sh
Increased
181$954M+13.3M sh
Reduced
144-$519M-7.26M sh
Out / sold
48-$124M-1.74M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Caisse de depot et placement du Quebec | Added 121.45% | +$42.2M | $76.9M | 0.11% | Aug 14, 2026 |
| Cbre Investment Management Listed Real Assets LLC | New Buy | +$24.3M | $24.3M | 0.34% | Aug 14, 2026 |
| Massachusetts Financial Services Co | Added 6.59% | +$20.1M | $325M | 0.10% | Aug 3, 2026 |
| Jefferies Financial Group Inc. | Reduce 91.84% | -$18.9M | $1.68M | 0.01% | Aug 17, 2026 |
| Gillson Capital LP | Reduce 55.05% | -$18.5M | $15.1M | 0.89% | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Added 198.39% | +$16.6M | $25M | 0.05% | Aug 6, 2026 |
| Brookfield Corp | Reduce 97.91% | -$15.4M | $328K | 0.00% | Aug 14, 2026 |
| Natixis | Reduce 98.56% | -$15.1M | $222K | 0.00% | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | Added 190.24% | +$13.3M | $20.4M | 0.32% | Aug 14, 2026 |
| Mizuho Markets Americas LLC | New Buy | +$13.1M | $13.1M | 0.21% | Jul 24, 2026 |
| Heitman Real Estate Securities LLC | Added 190.34% | +$12.6M | $19.2M | 1.23% | Aug 14, 2026 |
| Wellington Management Group LLP | Reduce 11.63% | -$11.9M | $90.1M | 0.02% | Aug 14, 2026 |
| Storebrand Asset Management As | Added 51.48% | +$10.4M | $30.6M | 0.08% | Aug 12, 2026 |
| Seven Grand Managers, LLC | Sell 100% | -$10.2M | $0 | 0.00% | Aug 14, 2026 |
| Korea Investment CORP | Added 71.45% | +$9.17M | $22M | 0.04% | Aug 12, 2026 |
| Zacks Investment Management | Added 20.65% | +$8.39M | $49M | 0.35% | Aug 13, 2026 |
| SEB Asset Management AB | Added 42.25% | +$8.37M | $28.2M | 0.11% | Aug 4, 2026 |
| Knights of Columbus Asset Advisors LLC | Added 333.72% | +$7.68M | $9.98M | 0.50% | Jul 31, 2026 |
| CIBC Asset Management Inc | Reduce 87.75% | -$6.31M | $881K | 0.00% | Aug 3, 2026 |
| Verdence Capital Advisors LLC | Added 71.09% | +$5.97M | $14.4M | 0.75% | Jul 29, 2026 |
| Tredje AP-fonden | Reduce 93.36% | -$5.8M | $412K | 0.00% | Aug 10, 2026 |
| Mediolanum International Funds Ltd | Added 267.37% | +$5.78M | $7.95M | 0.07% | Jul 23, 2026 |
| Kepler Cheuvreux (Suisse) SA | Reduce 79.91% | -$5.58M | $1.4M | 0.08% | Jul 15, 2026 |
| Prudential PLC | Added 1259.15% | +$5.52M | $5.96M | 0.03% | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | Added 38.06% | +$5.44M | $19.7M | 0.54% | Aug 14, 2026 |
| Equity Investment Corp | Reduce 4.44% | -$5.02M | $108M | 2.06% | Aug 7, 2026 |
| Quantinno Capital Management LP | Added 23.73% | +$4.77M | $24.8M | 0.03% | Aug 13, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$4.74M | $0 | 0.00% | Aug 14, 2026 |
| Cohen Capital Management, Inc. | Sell 100% | -$4.7M | $0 | 0.00% | Jul 8, 2026 |
| Ontario Teachers Pension Plan Board | Sell 100% | -$4.46M | $0 | 0.00% | Aug 7, 2026 |
| Jain Global LLC | Added 16.70% | +$3.97M | $27.7M | 0.11% | Aug 14, 2026 |
| Fideuram Asset Management (Ireland) dac | New Buy | +$3.89M | $3.89M | 0.07% | Jul 23, 2026 |
| Schroder Investment Management Group | Reduce 8.14% | -$3.67M | $41.4M | 0.03% | Aug 13, 2026 |
| GSI Capital Advisors LLC | New Buy | +$3.62M | $3.62M | 1.71% | Aug 7, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | New Buy | +$3.51M | $3.51M | 0.02% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 12.17% | +$3.35M | $30.9M | 0.02% | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | Added 374.03% | +$3.25M | $4.12M | 0.03% | Aug 10, 2026 |
| SummitTX Capital, L.P. | New Buy | +$2.89M | $2.89M | 0.07% | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | Added 31.86% | +$2.85M | $11.8M | 0.13% | Aug 12, 2026 |
| Hazelview Securities Inc. | New Buy | +$2.81M | $2.81M | 0.39% | Aug 14, 2026 |
| Retirement Systems of Alabama | Reduce 14.25% | -$2.74M | $16.5M | 0.05% | Jul 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 8.90% | +$2.58M | $31.5M | 0.02% | Aug 7, 2026 |
| Ensign Peak Advisors, Inc | Added 42.64% | +$2.55M | $8.52M | 0.01% | Aug 14, 2026 |
| APG Asset Management N.V. | Added 37.57% | +$2.53M | $9.27M | 0.02% | Aug 12, 2026 |
| Aberdeen Group plc | Reduce 25.08% | -$2.49M | $7.44M | 0.01% | Jul 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 13.25% | -$2.48M | $16.3M | 0.02% | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | Reduce 3.69% | -$2.29M | $59.6M | 0.07% | Jul 21, 2026 |
| KLP Kapitalforvaltning As | Reduce 8.02% | -$2.06M | $23.6M | 0.08% | Aug 12, 2026 |
| Holocene Advisors, LP | Added 32.65% | +$2.02M | $8.22M | 0.02% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 37.87% | +$2M | $7.29M | 0.01% | Aug 7, 2026 |
| KBC Group NV | Reduce 29.73% | -$1.93M | $4.56M | 0.01% | Aug 5, 2026 |
| Edgestream Partners, L.P. | Sell 100% | -$1.9M | $0 | 0.00% | Aug 11, 2026 |
| Inceptionr LLC | Reduce 84.36% | -$1.58M | $294K | 0.07% | Aug 11, 2026 |
| First Trust Advisors LP | Added 3.34% | +$1.55M | $48M | 0.03% | Aug 11, 2026 |
| Nomura Asset Management Co Ltd | Added 5.29% | +$1.55M | $30.8M | 0.07% | Aug 13, 2026 |
| Machina Capital S.A.S. | New Buy | +$1.49M | $1.49M | 0.24% | Aug 10, 2026 |
| Dockside LLC | New Buy | +$1.42M | $1.42M | 0.33% | Aug 3, 2026 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Added 24.66% | +$1.42M | $7.16M | 0.03% | Jul 29, 2026 |
| Graham Capital Management, L.P. | Sell 100% | -$1.41M | $0 | 0.00% | Aug 14, 2026 |
| Picton Mahoney Asset Management | Reduce 74.54% | -$1.34M | $456K | 0.00% | Aug 13, 2026 |
| Swedbank AB | Reduce 10.35% | -$1.32M | $11.4M | 0.01% | Jul 15, 2026 |
| CMH Wealth Management LLC | Reduce 43.38% | -$1.31M | $1.71M | 0.26% | Jul 9, 2026 |
| Sienna Gestion | Sell 100% | -$1.24M | $0 | 0.00% | Aug 13, 2026 |
| Metis Global Partners, LLC | Added 28.89% | +$1.23M | $5.48M | 0.12% | Aug 10, 2026 |
| Asset Management One Co., Ltd. | Added 4.08% | +$1.22M | $31.2M | 0.08% | Jul 28, 2026 |
| UniSuper Management Pty Ltd | Reduce 34.25% | -$1.2M | $2.29M | 0.01% | Aug 14, 2026 |
| IFM Investors Pty Ltd | Added 19.47% | +$1.1M | $6.75M | 0.04% | Jul 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Reduce 2.39% | -$1.09M | $44.4M | 0.03% | Jul 30, 2026 |
| Diversify Advisory Services, LLC | Added 186.86% | +$1.08M | $1.65M | 0.03% | Aug 10, 2026 |
| Advisors Capital Management, LLC | Added 1.44% | +$1.05M | $73.7M | 0.78% | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 9.34% | -$1.02M | $9.95M | 0.05% | Jul 17, 2026 |
| New Age Alpha Advisors, LLC | Added 21.48% | +$1.01M | $5.7M | 0.24% | Aug 13, 2026 |
| Private Management Group Inc | Reduce 4.24% | -$992K | $22.4M | 0.59% | Jul 31, 2026 |
| Guggenheim Capital LLC | Added 43.59% | +$989K | $3.26M | 0.02% | Aug 12, 2026 |
| OP Asset Management Ltd | Reduce 35.05% | -$970K | $1.8M | 0.02% | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | Sell 100% | -$959K | $0 | 0.00% | Aug 4, 2026 |
| Gateway Wealth Partners, LLC | Reduce 50.53% | -$928K | $908K | 0.05% | Aug 4, 2026 |
| Ostrum Asset Management | Reduce 40.17% | -$922K | $1.37M | 0.07% | Aug 13, 2026 |
| AIA Group Ltd | Sell 100% | -$904K | $0 | 0.00% | Aug 13, 2026 |
| Ethic Inc. | Reduce 33.77% | -$886K | $1.74M | 0.02% | Jul 29, 2026 |
| Redhawk Wealth Advisors, Inc. | New Buy | +$877K | $877K | 0.09% | Jul 9, 2026 |
| Banco Bilbao Vizcaya Argentaria, S.A. | New Buy | +$810K | $810K | 0.01% | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | Added 2.17% | +$790K | $37.2M | 0.06% | Aug 13, 2026 |
| Nomura Holdings Inc | Added 7.41% | +$759K | $11M | 0.01% | Aug 14, 2026 |
| Van Eck Associates Corp | Reduce 6.81% | -$722K | $9.87M | 0.01% | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$721K | $721K | 0.01% | Aug 13, 2026 |
| Avanza Fonder AB | Added 51.68% | +$709K | $2.08M | 0.05% | Jul 17, 2026 |
| Tectonic Advisors LLC | Added 5.26% | +$692K | $13.8M | 0.67% | Jul 15, 2026 |
| Carnegie Investment Counsel | Added 4.27% | +$657K | $16M | 0.32% | Jul 30, 2026 |
| Vanderbilt University | Added 59.77% | +$640K | $1.71M | 0.23% | Jul 22, 2026 |
| Natixis Advisors, LLC | Added 16.40% | +$594K | $4.21M | 0.00% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Added 8.64% | +$582K | $7.31M | 0.01% | Aug 14, 2026 |
| Archer Investment Corp | Added 98.83% | +$581K | $1.17M | 0.11% | Aug 19, 2026 |
| Handelsbanken Fonder AB | Added 13.78% | +$579K | $4.78M | 0.01% | Jul 10, 2026 |
| Focus Partners Advisor Solutions, LLC | Reduce 56.28% | -$574K | $446K | 0.00% | Aug 6, 2026 |
| AlphaGrep UK Ltd | New Buy | +$568K | $568K | 0.17% | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | Added 96.83% | +$549K | $1.12M | 0.06% | Aug 3, 2026 |
| Macquarie Group Ltd | Added 4.65% | +$548K | $12.3M | 0.05% | Aug 14, 2026 |
| Intrua Financial, LLC | Sell 100% | -$546K | $0 | 0.00% | Jul 24, 2026 |
| Synergy Asset Management, LLC | New Buy | +$546K | $546K | 0.05% | Jul 22, 2026 |