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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Allie Family Office LlcBuy+2,800—2,800$200.20KQ2 2026Oct 02, 2026
Envestnet Asset Management IncBuy+52,962+8.5%675,909$48.33MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+3,493+8.1%46,736$3.34MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+502+5.6%9,468$676.94KQ2 2026Sep 23, 2026
Andra Ap-FondenBuy+46,359+4926.6%47,300$3.38MQ2 2026Sep 22, 2026
State Street CorpBuy+17,455+0.1%12,356,050$894.77MQ2 2026Sep 22, 2026
Cherry Tree Wealth Management, LlcSell-686-17.2%3,314$236.95KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-12,221-9.7%113,459$8.11MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+10,881+73.4%25,699$1.84MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-973,801-66.2%497,875$35.60MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-68,369-25.3%202,355$14.47MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+5,493+9.8%61,807$4.42MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-16-34.8%30$2.15KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-3,334-3.4%93,777$6.71MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+1,477+7.5%21,250$1.52MQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+8,196—8,196$586.01KQ2 2026Aug 25, 2026
California State Teachers Retirement SystemSell-3,693-0.9%388,247$27.76MQ2 2026Aug 24, 2026
First Eagle U.S. ValueBuy+212+359.3%271$19.38KQ2 2026Aug 24, 2026
Gill Capital Partners, LlcBuy+5+1.4%371$26.52KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+11,229+12.1%103,649$7.41MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-531-15.1%2,993$214.03KQ2 2026Aug 19, 2026
Archer Investment CorpSell-48-0.6%8,168$584.01KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+6,448—6,448$473.93KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+2,260+3.5%66,884$4.78MQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+1,677+15.3%12,618$927.42KQ2 2026Aug 18, 2026
Rb Capital Management, LlcSell-1,215-9.9%11,061$790.89KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Sell-263,813-91.8%23,437$1.68MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-3,387-32.9%6,902$493.50KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+3,011+0.9%321,328$22.97MQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+1,471+31.9%6,081$434.79KQ2 2026Aug 17, 2026
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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.