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WPC in the 13F filings

WP Carey Inc · CUSIP 92936U109

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 3 listed it in both
Shares listed
15,960,683
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,770,138.

Managers listing WPC in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Invesco Ltd4,491,821$305munder 0.1%Added+587,05412 May 2026 (the filing on sec.gov)
MFS Investment Management4,190,933$290m0.10%Trimmed-22,08014 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,471,676$100munder 0.1%Added+1,392,13515 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,425,993$97munder 0.1%Added+206,45215 May 2026 (the filing on sec.gov)
Marshall Wace LLP810,727$55m0.05%Added+126,74215 May 2026 (the filing on sec.gov)
Two Sigma Investments LP801,704$54munder 0.1%Added+383,70915 May 2026 (the filing on sec.gov)
Millennium Management LLC525,408$36munder 0.1%Added+471,39315 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.518,754$35munder 0.1%Added+513,95715 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)358,176$24munder 0.1%Trimmed-59215 May 2026 (the filing on sec.gov)
AllianceBernstein LP314,106$20munder 0.1%Trimmed-6,21815 May 2026 (the filing on sec.gov)
AQR Capital Management LLC289,067$20munder 0.1%Trimmed-35,65515 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc206,181$14munder 0.1%Added+22,88315 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC114,060$7.8m0.05%Newnew15 May 2026 (the filing on sec.gov)
Holocene Advisors LP86,694$5.9munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC83,515$5.7munder 0.1%Trimmed-13,67227 Oct 2026 (the filing on sec.gov)
Renaissance Technologies LLC71,300$4.8munder 0.1%Trimmed-92,70014 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC69,721$4.7munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC58,193$4.0munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd20,691$1.4munder 0.1%Held018 May 2026 (the filing on sec.gov)
Verition Fund Management LLC14,833$1.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Tudor Investment Corp9,829$668kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Woodline Partners LP8,578$583kunder 0.1%Added+4,54315 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP7,769$528kunder 0.1%Added+2,74715 May 2026 (the filing on sec.gov)
Bridgewater Associates LP7,392$502kunder 0.1%Trimmed-26,31115 May 2026 (the filing on sec.gov)
Walleye Capital LLC3,503$238kunder 0.1%Added+3,40713 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

024682014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WPC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$63mn.a.n.a.
Q3 20131$62mn.a.n.a.
Q4 20131$58mn.a.n.a.
Q1 20144$142mn.a.n.a.
Q2 20144$70mn.a.n.a.
Q3 20146$420mn.a.n.a.
Q4 20143$419mn.a.n.a.
Q1 20155$424mn.a.n.a.
Q2 20153$77mn.a.n.a.
Q3 20152$55mn.a.n.a.
Q4 20151$56mn.a.n.a.
Q1 20162$390mn.a.n.a.
Q2 20164$394mn.a.n.a.
Q3 20165$99mn.a.n.a.
Q4 20164$94mn.a.n.a.
Q1 20173$90mn.a.n.a.
Q2 20173$87mn.a.n.a.
Q3 20171$64mn.a.n.a.
Q4 20171$65mn.a.n.a.
Q1 20183$60mn.a.n.a.
Q2 20184$117mn.a.n.a.
Q3 20182$112mn.a.n.a.
Q4 20183$177mn.a.n.a.
Q1 20194$185mn.a.n.a.
Q2 20192$186mn.a.n.a.
Q3 20194$276mn.a.n.a.
Q4 20192$260mn.a.n.a.
Q1 20205$158mn.a.n.a.
Q2 20205$229mn.a.n.a.
Q3 20207$296mn.a.n.a.
Q4 20205$264mn.a.n.a.
Q1 20216$163mn.a.n.a.
Q2 20216$169mn.a.n.a.
Q3 20215$164mn.a.n.a.
Q4 20213$176mn.a.n.a.
Q1 20223$141mn.a.n.a.
Q2 20224$402mn.a.n.a.
Q3 20223$342mn.a.n.a.
Q4 20225$434mn.a.n.a.
Q1 20235$387mn.a.n.a.
Q2 20237$225mn.a.n.a.
Q3 20234$239mn.a.n.a.
Q4 20233$247m12
Q1 20243$240m30
Q2 20245$293m41
Q3 20245$290m23
Q4 20241$219m11
Q1 20254$307m40
Q2 20253$291m12
Q3 20253$320m30
Q4 20254$329m1713
Q1 20266$413m1710
Q2 20266$391m1715

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WPC and WELL →WPC and EQIX →WPC and PLD →Choose a stock to compare with WPC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WPC, latest filings →Back to the 13F Explorer →