W. P. Carey Inc.: which funds bought and sold
Institutions that bought and sold W. P. Carey shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 443 institutions that filed 13F reports for both quarters added to or opened positions in W. P. Carey, and 354 cut or closed them. Together they added a net 5.3M shares, +3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.4M shares (−15.4%); index fund managers were net buyers of 4.3M shares (+5.2%). 97 opened a new position and 59 sold out entirely.
Bought, Q2 2026 443 institutions, 97 of them new holders Sold, Q2 2026 354 institutions, 59 of them sold out
Net change, all compared +5.3M shares (+3.1%)
Net change, active managers −2.4M shares (−15.4%), 26 bought, 29 sold
Buyers versus sellers
443 bought 145 354 sold
Active managers and hedge funds 26 bought · 29 sold · −2.4M
Index fund managers 12 bought · 0 sold · +4.3M
Other institutions 405 bought · 325 sold · +3.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +3.1M +10.2% | 33.2M | $2.4B |
| Deutsche Bank Ag\ | +1.3M +284.2% | 1.8M | $128M |
| Northern Trust Corp Index funds | +745K +28.0% | 3.4M | $243M |
| Caisse De Depot Et Placement Du Quebec | +590K +121.5% | 1.1M | $76.9M |
| Bank Of Montreal | +538K +1203.3% | 583K | $41.7M |
| Russell Investments Group, Ltd. | +436K +262.7% | 602K | $43.2M |
| Bank Of America Corp | +425K +31.1% | 1.8M | $128M |
| UBS Group AG | +355K +21.3% | 2.0M | $144M |
| Cbre Investment Management Listed Real Assets LLC | +340K New position | 340K | $24.3M |
| Waverly Advisors, LLC | +319K +2367.1% | 332K | $23.8M |
| Massachusetts Financial Services Co Active manager | +276K +6.6% | 4.5M | $325M |
| Los Angeles Capital Management LLC Active manager | +250K +12696.6% | 252K | $18M |
| Mitsubishi Ufj Trust & Banking Corp | +232K +198.4% | 349K | $25M |
| Renaissance Technologies LLC Hedge fund | +221K +309.8% | 292K | $20.9M |
| Charles Schwab Investment Management Inc Index funds | +216K +7.1% | 3.3M | $233M |
| Jane Street Group, LLC | +197K New position | 197K | $14.1M |
| BNP Paribas Financial Markets | +192K +91.5% | 401K | $28.7M |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | +191K +132.3% | 335K | $24M |
| Susquehanna Portfolio Strategies, LLC | +187K +190.2% | 285K | $20.4M |
| Mizuho Markets Americas LLC | +183K New position | 183K | $13.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | +276K +6.6% | 4.5M | $325M |
| Los Angeles Capital Management LLC Active manager | +250K +12696.6% | 252K | $18M |
| Renaissance Technologies LLC Hedge fund | +221K +309.8% | 292K | $20.9M |
| Schonfeld Strategic Advisors LLC Hedge fund | +120K +105.0% | 234K | $16.7M |
| Quantbot Technologies LP Hedge fund | +85K New position | 85K | $6.1M |
| Engineers Gate Manager LP Hedge fund | +80K +1724.6% | 85K | $6.1M |
| Lighthouse Investment Partners, LLC Hedge fund | +76K +38.1% | 276K | $19.7M |
| Jain Global LLC Hedge fund | +56K +16.7% | 388K | $27.7M |
| AQR Capital Management LLC Hedge fund | +48K +16.6% | 337K | $24.1M |
| Squarepoint Ops LLC Hedge fund | +45K New position | 45K | $3.2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | −1.9M −55.9% | 1.5M | $109M |
| Citadel Advisors LLC Hedge fund | −974K −66.2% | 498K | $35.6M |
| Alyeska Investment Group, L.P. Hedge fund | −664K Sold out | 0 | — |
| Qube Research & Technologies Ltd Hedge fund | −347K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −323K −39.9% | 487K | $34.8M |
| Candriam S.C.A. | −273K −50.8% | 264K | $18.9M |
| Jefferies Financial Group Inc. | −264K −91.8% | 23K | $1.7M |
| Millennium Management LLC Hedge fund | −259K −49.3% | 266K | $19M |
| Gillson Capital LP | −259K −55.0% | 212K | $15.1M |
| American Century Companies Inc Active manager | −235K −34.6% | 444K | $31.8M |
| D. E. Shaw & Co., Inc. Hedge fund | −227K −43.8% | 292K | $20.9M |
| Brookfield Corp | −215K −97.9% | 4,588 | $328,042 |
| Natixis | −212K −98.6% | 3,100 | $221,650 |
| SG Americas Securities, LLC | −202K −86.7% | 31K | $2.2M |
| Wellington Management Group LLP Active manager | −166K −11.6% | 1.3M | $90.1M |
| Barclays PLC | −165K −24.4% | 512K | $36.6M |
| Van Lanschot Kempen Investment Management N.V. | −155K Sold out | 0 | — |
| Captrust Financial Advisors | −154K −14.1% | 941K | $67.3M |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | −153K Sold out | 0 | — |
| Seven Grand Managers, LLC | −150K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −974K −66.2% | 498K | $35.6M |
| Alyeska Investment Group, L.P. Hedge fund | −664K Sold out | 0 | — |
| Qube Research & Technologies Ltd Hedge fund | −347K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −323K −39.9% | 487K | $34.8M |
| Millennium Management LLC Hedge fund | −259K −49.3% | 266K | $19M |
| American Century Companies Inc Active manager | −235K −34.6% | 444K | $31.8M |
| D. E. Shaw & Co., Inc. Hedge fund | −227K −43.8% | 292K | $20.9M |
| Wellington Management Group LLP Active manager | −166K −11.6% | 1.3M | $90.1M |
| LMR Partners LLP Hedge fund | −139K Sold out | 0 | — |
| Franklin Resources Inc Active manager | −112K −54.5% | 93K | $6.7M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Cbre Investment Management Listed Real Assets LLC | 340K | $24.3M |
| Jane Street Group, LLC | 197K | $14.1M |
| Mizuho Markets Americas LLC | 183K | $13.1M |
| Quantbot Technologies LPHedge fund | 85K | $6.1M |
| Landscape Capital Management, L.L.C. | 77K | $5.5M |
| Fideuram Asset Management (Ireland) Dac | 53K | $3.9M |
| Gsi Capital Advisors LLC | 51K | $3.6M |
| Lansforsakringar Fondforvaltning AB (Publ) | 49K | $3.5M |
| Squarepoint Ops LLCHedge fund | 45K | $3.2M |
| Summittx Capital, L.P. | 40K | $2.9M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Alyeska Investment Group, L.P.Hedge fund | 664K | $45.2M |
| Qube Research & Technologies LtdHedge fund | 347K | $23.6M |
| Van Lanschot Kempen Investment Management N.V. | 155K | $10.5M |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 153K | $10.4M |
| Seven Grand Managers, LLC | 150K | $10.2M |
| LMR Partners LLPHedge fund | 139K | $9.4M |
| Voloridge Investment Management, LLCHedge fund | 70K | $4.7M |
| Cohen Capital Management, Inc. | 69K | $4.7M |
| Ontario Teachers Pension Plan Board | 66K | $4.5M |
| Acadian Asset Management LLCActive manager | 58K | $4M |
Who holds the shares
- Institutions reporting
- 894
- Ten largest holders
- 55.3% of 13F-reported shares
- Index fund managers
- 49.6% of 13F-reported shares
- Active managers and hedge funds
- 7.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 26 | 29 | 7 | 11 | −2.4M | −15.4% |
| Index fund managers | 12 | 0 | 0 | 0 | +4.3M | +5.2% |
| Other institutions | 405 | 325 | 90 | 48 | +3.4M | +4.8% |