WP CAREY INC (WPC) Institutional Ownership Changes & 13F Activity
WP CAREY INC (WPC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Jefferies Financial Group Inc., Allianz Asset Management Gmbh, Envestnet Asset Management Inc, and Andra Ap-Fonden.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Allie Family Office Llc | Buy | +2,800 | — | 2,800 | $200.20K | Q2 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Buy | +52,962 | +8.5% | 675,909 | $48.33M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +3,493 | +8.1% | 46,736 | $3.34M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +502 | +5.6% | 9,468 | $676.94K | Q2 2026 | Sep 23, 2026 |
| Andra Ap-Fonden | Buy | +46,359 | +4926.6% | 47,300 | $3.38M | Q2 2026 | Sep 22, 2026 |
| State Street Corp | Buy | +17,455 | +0.1% | 12,356,050 | $894.77M | Q2 2026 | Sep 22, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -686 | -17.2% | 3,314 | $236.95K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -12,221 | -9.7% | 113,459 | $8.11M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +10,881 | +73.4% | 25,699 | $1.84M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -973,801 | -66.2% | 497,875 | $35.60M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -68,369 | -25.3% | 202,355 | $14.47M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +5,493 | +9.8% | 61,807 | $4.42M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -16 | -34.8% | 30 | $2.15K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -3,334 | -3.4% | 93,777 | $6.71M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +1,477 | +7.5% | 21,250 | $1.52M | Q2 2026 | Aug 26, 2026 |
| Groupe La Francaise | Buy | +8,196 | — | 8,196 | $586.01K | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Sell | -3,693 | -0.9% | 388,247 | $27.76M | Q2 2026 | Aug 24, 2026 |
| First Eagle U.S. Value | Buy | +212 | +359.3% | 271 | $19.38K | Q2 2026 | Aug 24, 2026 |
| Gill Capital Partners, Llc | Buy | +5 | +1.4% | 371 | $26.52K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +11,229 | +12.1% | 103,649 | $7.41M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -531 | -15.1% | 2,993 | $214.03K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -48 | -0.6% | 8,168 | $584.01K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +6,448 | — | 6,448 | $473.93K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,260 | +3.5% | 66,884 | $4.78M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +1,677 | +15.3% | 12,618 | $927.42K | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Sell | -1,215 | -9.9% | 11,061 | $790.89K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -263,813 | -91.8% | 23,437 | $1.68M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -3,387 | -32.9% | 6,902 | $493.50K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +3,011 | +0.9% | 321,328 | $22.97M | Q2 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Buy | +1,471 | +31.9% | 6,081 | $434.79K | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about WPC activity
Which institutional owners are buying WPC?
Institutional owners buying WPC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WPC activity?
"Buy" means an investor increased their reported position in WPC compared to the prior reporting period. This reflects growing exposure to WP CAREY INC (WPC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WPC increasing?
Institutional interest in WPC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related WPC Institutional Insights
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