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Which funds own WPC

WP Carey Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $331m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $331m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 1; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
MFS Investment Management Long-only · $315bn book	$325m	0.1%	4,467,099	+$35m+276,166	Added
Quantbot Technologies LP Quantitative · $2.5bn book	$6.1m	0.2%	84,662	opened84,662	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Acadian Asset Management LLC · Quantitative$4.0m held before

Ownership through time

At least 6 of the 95 managers whose filings are on file listed WPC in Q2 2026, against 1 in Q2 2013. The same number as in Q1 2026: 1 started a position; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Quantbot Technologies LP$6.1m

Largest increases, by shares

MFS Investment Management4,190,933 to 4,467,099 shares+$20m
Schonfeld Strategic Advisors LLC114,060 to 233,876 shares+$8.6m
Quantbot Technologies LPnew: 84,662 shares+$6.1m
Holocene Advisors LP86,694 to 114,996 shares+$2.0m
First Eagle Investment Management LLC59 to 271 shares+$15k

Largest decreases, by shares

Marshall Wace LLP810,727 to 487,289 shares-$23m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
MFS Investment Management	Q2 2018	$325m	$325m
Marshall Wace LLP	Q3 2014	$55m	$35m
Schonfeld Strategic Advisors LLC	Q1 2018	$31m	$17m
Holocene Advisors LP	Q1 2022	$8.2m	$8.2m
Quantbot Technologies LP	Q2 2014	$6.1m	$6.1m
First Eagle Investment Management LLC	Q4 2025	$19k	$19k
Fidelity (FMR LLC)	Q3 2014	$352m	last listed Q2 2016
Capital World Investors	Q2 2022	$263m	last listed Q1 2023
Balyasny Asset Management LLC	Q1 2020	$92m	last listed Q2 2025
Janus Henderson Group Ltd	Q3 2014	$68m	last listed Q4 2019
Markel Group Inc	Q2 2013	$67m	last listed Q2 2018
Millennium Management LLC	Q1 2014	$61m	last listed Q3 2020
Two Sigma Investments LP	Q1 2015	$54m	last listed Q1 2026
Two Sigma Advisers LP	Q1 2015	$38m	last listed Q4 2025
Tudor Investment Corp	Q3 2014	$20m	last listed Q3 2024
ExodusPoint Capital Management LP	Q1 2020	$20m	last listed Q1 2025

What WPC is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around WPC →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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