WPC Institutional Ownership
Who owns W. P. Carey Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 904 funds reported holding WPC at Jun 30, 2026, together owning 77.8% of the company.
- ▲437 buying vs 352 selling
- ▲Held by funds +3.2 pts
- ▲Funds holding +31
- ▼Superinvestors: 1 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 904 | 873 | +3.6% |
| In funds' top 10 | 1 | 2 | −50.0% |
| 13F shares | 179M | 172M | +4.3% |
| Held by funds | 77.8% | 74.7% | +3.2 pts |
| New positions | 100 | 77 | +29.9% |
| Increased | 337 | 344 | −2.0% |
| Reduced | 293 | 258 | +13.6% |
| Sold out | 59 | 70 | −15.7% |
| Calls (shares) | 209K | 315K | −33.7% |
| Puts (shares) | 4,305 | 60K | −92.9% |
| Put/call ratio | 0.02 | 0.19 | −89.4% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WPC
All superinvestors →
Who owns WPC
share of fund held shares- Index and passive funds55.9%
- Active managers and hedge funds25.4%
- Banks and brokers14.3%
- Pensions, insurers and other4.4%
The top 10 holders own 55.2% of all WPC shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
301 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−136K sh
- Strs OhioNew+124K sh
- Robeco Institutional Asset Management B.V.Trimmed−96K sh
- Wealth Enhancement Advisory Services, LLCAdded+90K sh
- VIRGINIA RETIREMENT SYSTEMS ET AlTrimmed−67K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.42% | 33.2M | $2.4B | +3.1M |
| 2 | Vanguard Portfolio Management LLC | 8.36% | 19.2M | $1.4B | +91K |
| 3 | State Street Corp | 5.37% | 12.4M | $895M | +17K |
| 4 | Vanguard Capital Management LLC | 4.36% | 10M | $717M | +33K |
| 5 | Geode Capital Management, LLC | 2.19% | 5M | $359M | +115K |
| 6 | Invesco Ltd. | 1.97% | 4.5M | $324M | +44K |
| 7 | Massachusetts Financial Services Co /ma/ | 1.94% | 4.5M | $325M | +276K |
| 8 | Northern Trust Corp | 1.48% | 3.4M | $243M | +745K |
| 9 | Dimensional Fund Advisors LP | 1.45% | 3.3M | $239M | −1,568 |
| 10 | Charles Schwab Investment Management Inc | 1.42% | 3.3M | $233M | +216K |
- BlackRock, Inc.+3.1M sh+$219M
- Norges Bank+2.8M sh+$204M
- Deutsche Bank Ag\+1.3M sh+$94.6M
- Northern Trust Corp+745K sh+$53.3M
- Caisse de depot et placement du Quebec+590K sh+$42.2M
- Bank of Montreal /can/+538K sh+$38.5M
- Russell Investments Group, Ltd.+436K sh+$31.3M
- Bank of America Corp /de/+425K sh+$30.4M
- Jpmorgan Chase & Co−1.9M sh−$138M
- Citadel Advisors LLC−974K sh−$69.6M
- Alyeska Investment Group, L.P.−664K sh−$45.2M
- Qube Research & Technologies Ltd−347K sh−$23.6M
- Marshall Wace, LLP−323K sh−$23.1M
- Candriam S.C.A.−273K sh−$19.5M
- Jefferies Financial Group Inc.−264K sh−$18.9M
- Millennium Management LLC−259K sh−$18.5M
WPC institutional ownership FAQ
Who owns the most WPC stock?
In Q2 2026 13F filings the largest holder of WPC was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of WPC is owned by institutions?
Funds that file 13F reports held 77.8% of WPC's shares at Jun 30, 2026, compared with 74.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WPC?
In Q2 2026, 437 funds bought WPC (100 of them new positions) and 352 sold (59 sold out completely). Among well known investors, 1 added and 3 cut. Our fund sentiment for WPC is bullish.
What is WPC's institutional put/call ratio?
Funds reported $304K of WPC puts against $14.9M of calls, a put/call ratio of 0.02 (0.19 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this WPC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.