W. P. Carey Inc.
WPC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
No open-market purchases or sales by W. P. Carey Inc. insiders were filed in the last 90 days; 905 institutions reported holding it in 13F filings for Q2 2026, worth $12.8B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in W. P. Carey Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 905
- +50 vs. Q1 2026
- Shares held
- 179.2M
- +8.30M (+4.9%) vs. Q1 2026
- Total value
- $12.8B
- +$1.20B (+10.3%) vs. Q1 2026
- New holders
- 109
- 348 more added
- Sold out
- 59
- 299 more reduced
14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 905 | $12.8B |
| Q1 2026 | 869 | $11.7B |
| Q4 2025 | 857 | $10.7B |
| Q3 2025 | 819 | $10.9B |
| Q2 2025 | 820 | $9.81B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.17B |
| Q3 2024 | 805 | $9.26B |
| Q2 2024 | 784 | $8.23B |
| Q1 2024 | 773 | $9.09B |
| Q4 2023 | 782 | $10.8B |
| Q3 2023 | 746 | $7.61B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.7B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.37B |
| Q2 2022 | 811 | $10.4B |
| Q1 2022 | 785 | $9.39B |
| Q4 2021 | 768 | $9.46B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.10B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,172,035 | $2.37B | 0.04% | +3,062,946+10.2% | Added |
| Vanguard Portfolio Management LLC | 19,241,915 | $1.38B | 0.06% | +90,739+0.5% | Added |
| State Street Corp | 12,356,050 | $894.8M | 0.03% | +17,455+0.1% | Added |
| Vanguard Capital Management LLC | 10,026,079 | $716.9M | 0.02% | +32,889+0.3% | Added |
| Geode Capital Management, LLC | 5,029,277 | $358.8M | 0.02% | +115,366+2.3% | Added |
| Massachusetts Financial Services Co | 4,467,099 | $325.2M | 0.10% | +276,166+6.6% | Added |
| Invesco Ltd. | 4,535,606 | $324.3M | 0.03% | +43,785+1.0% | Added |
| Northern Trust Corp | 3,404,655 | $243.4M | 0.03% | +745,115+28.0% | Added |
| Dimensional Fund Advisors LP | 3,346,564 | $239.3M | 0.04% | −1,5680.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,262,016 | $233.2M | 0.03% | +215,790+7.1% | Added |
| Norges Bank | 2,847,221 | $203.6M | 0.02% | +2,847,221 | New |
| Legal & General Group Plc | 2,647,763 | $189.3M | 0.04% | −95,409−3.5% | Reduced |
| Bank of New York Mellon Corp | 2,305,639 | $164.9M | 0.03% | −48,305−2.1% | Reduced |
| UBS Asset Management Americas Inc | 2,270,499 | $162.3M | 0.03% | +65,284+3.0% | Added |
| Nuveen, LLC | 2,096,115 | $149.9M | 0.04% | −30,030−1.4% | Reduced |
| Morgan Stanley | 2,047,971 | $146.4M | 0.01% | +56,614+2.8% | Added |
| UBS Group AG | 2,019,951 | $144.4M | 0.02% | +354,694+21.3% | Added |
| Bank of America Corp | 1,790,679 | $128.0M | 0.01% | +424,955+31.1% | Added |
| Deutsche Bank AG | 1,787,749 | $127.8M | 0.04% | +1,322,414+284.2% | Added |
| JPMorgan Chase & Co | 1,481,307 | $108.9M | 0.01% | −1,877,568−55.9% | Reduced |
| Equity Investment Corp | 1,512,565 | $108.1M | 2.06% | −70,265−4.4% | Reduced |
| Vanguard Fiduciary Trust Co | 1,407,605 | $100.6M | 0.02% | +45,660+3.4% | Added |
| Wellington Management Group LLP | 1,260,182 | $90.1M | 0.02% | −165,811−11.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,075,671 | $76.9M | 0.11% | +589,938+121.5% | Added |
| Advisors Capital Management, LLC | 1,031,277 | $73.7M | 0.78% | +14,666+1.4% | Added |
| Captrust Financial Advisors | 941,268 | $67.3M | 0.10% | −153,894−14.1% | Reduced |
| HSBC Holdings PLC | 938,424 | $67.1M | 0.03% | +9,986+1.1% | Added |
| Amundi | 905,905 | $64.8M | 0.02% | +5,711+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 833,413 | $59.6M | 0.07% | −31,959−3.7% | Reduced |
| Ameriprise Financial Inc | 809,338 | $57.9M | 0.01% | −34,442−4.1% | Reduced |
| LPL Financial LLC | 793,572 | $56.7M | 0.01% | −11,462−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 775,610 | $55.5M | 0.07% | −17,337−2.2% | Reduced |
| Two Sigma Investments, LP | 771,150 | $55.1M | 0.04% | −30,554−3.8% | Reduced |
| Zacks Investment Management | 685,305 | $49.0M | 0.35% | +117,286+20.6% | Added |
| Raymond James Financial Inc | 683,922 | $48.9M | 0.01% | +115,285+20.3% | Added |
| Envestnet Asset Management Inc | 675,909 | $48.3M | 0.01% | +52,962+8.5% | Added |
| First Trust Advisors LP | 671,883 | $48.0M | 0.03% | +21,686+3.3% | Added |
| Rhumbline Advisers | 651,460 | $46.6M | 0.04% | +18,561+2.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 620,940 | $44.4M | 0.03% | −15,191−2.4% | Reduced |
| Swiss National Bank | 618,351 | $44.2M | 0.02% | −24,800−3.9% | Reduced |
| Russell Investments Group, Ltd. | 602,485 | $43.2M | 0.04% | +436,355+262.7% | Added |
| Bank of Montreal | 582,527 | $41.7M | 0.02% | +537,830+1,203.3% | Added |
| Virginia Retirement Systems Et Al | 581,377 | $41.6M | 0.25% | +57,468+11.0% | Added |
| Schroder Investment Management Group | 570,366 | $41.4M | 0.03% | −50,519−8.1% | Reduced |
| APG Asset Management US Inc. | 580,007 | $41.1M | 0.29% | 00.0% | Unchanged |
| Victory Capital Management Inc | 567,335 | $40.6M | 0.02% | +22,212+4.1% | Added |
| Great West Life Assurance Co | 519,702 | $37.2M | 0.06% | +11,044+2.2% | Added |
| Barclays PLC | 511,612 | $36.6M | 0.01% | −165,127−24.4% | Reduced |
| Principal Financial Group Inc | 505,692 | $36.2M | 0.02% | +16,719+3.4% | Added |
| Citadel Advisors LLC | 497,875 | $35.6M | 0.02% | −973,801−66.2% | Reduced |
| Marshall Wace, LLP | 487,289 | $34.8M | 0.03% | −323,438−39.9% | Reduced |
| Goldman Sachs Group Inc | 484,741 | $34.7M | 0.00% | −93,041−16.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 477,275 | $34.1M | 0.06% | −27,965−5.5% | Reduced |
| Citigroup Inc | 448,185 | $32.0M | 0.01% | +26,445+6.3% | Added |
| California Public Employees Retirement System | 444,792 | $31.8M | 0.02% | −106,085−19.3% | Reduced |
| American Century Companies Inc | 444,334 | $31.8M | 0.01% | −234,897−34.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 441,604 | $31.6M | 0.06% | +95,776+27.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 440,538 | $31.5M | 0.02% | +36,020+8.9% | Added |
| Asset Management One Co.,Ltd. | 436,123 | $31.2M | 0.08% | +17,102+4.1% | Added |
| Vanguard Asset Management, Ltd | 431,844 | $30.9M | 0.02% | +46,870+12.2% | Added |
| Nomura Asset Management Co Ltd | 431,432 | $30.8M | 0.07% | +21,670+5.3% | Added |
| Storebrand Asset Management AS | 427,394 | $30.6M | 0.08% | +145,246+51.5% | Added |
| Wells Fargo & Company | 420,900 | $30.1M | 0.01% | +19,634+4.9% | Added |
| BNP Paribas Arbitrage, SA | 401,495 | $28.7M | 0.01% | +191,866+91.5% | Added |
| SEB Asset Management AB | 394,267 | $28.2M | 0.11% | +117,098+42.2% | Added |
| California State Teachers Retirement System | 388,247 | $27.8M | 0.03% | −3,693−0.9% | Reduced |
| Jain Global LLC | 387,879 | $27.7M | 0.33% | +55,516+16.7% | Added |
| Arbejdsmarkedets Tillaegspension | 373,000 | $26.7M | 0.58% | −2,914−0.8% | Reduced |
| FMR LLC | 353,469 | $25.3M | 0.00% | −4,707−1.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 349,083 | $25.0M | 0.05% | +232,096+198.4% | Added |
| Royal Bank of Canada | 348,452 | $24.9M | 0.00% | +77,964+28.8% | Added |
| Quantinno Capital Management LP | 347,547 | $24.8M | 0.03% | +66,650+23.7% | Added |
| Cetera Investment Advisers | 344,828 | $24.7M | 0.02% | +8,948+2.7% | Added |
| Cbre Clarion Securities LLC | 339,978 | $24.3M | 0.34% | +339,978 | New |
| AQR Capital Management LLC | 337,163 | $24.1M | 0.01% | +48,096+16.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 335,248 | $24.0M | 0.04% | +190,929+132.3% | Added |
| Berkshire Asset Management LLC | 334,738 | $23.9M | 0.94% | +3,950+1.2% | Added |
| Warren Averett Asset Management, LLC | 332,200 | $23.8M | 0.14% | +318,735+2,367.1% | Added |
| KLP Kapitalforvaltning AS | 326,900 | $23.6M | 0.08% | −28,500−8.0% | Reduced |
| Public Employees Retirement System of Ohio | 321,328 | $23.0M | 0.07% | +3,011+0.9% | Added |
| Brown Advisory Inc | 318,319 | $22.8M | 0.04% | −44,975−12.4% | Reduced |
| Treasurer of the State of North Carolina | 315,515 | $22.6M | 0.06% | +3,220+1.0% | Added |
| Private Management Group Inc | 313,379 | $22.4M | 0.59% | −13,880−4.2% | Reduced |
| Korea Investment CORP | 307,843 | $22.0M | 0.04% | +128,293+71.5% | Added |
| Alliancebernstein L.P. | 315,408 | $21.4M | 0.01% | +1,302+0.4% | Added |
| Renaissance Technologies LLC | 292,200 | $20.9M | 0.03% | +220,900+309.8% | Added |
| D. E. Shaw & Co., Inc. | 291,651 | $20.9M | 0.01% | −227,103−43.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 284,847 | $20.4M | 0.32% | +186,706+190.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 283,674 | $20.3M | 0.02% | +140,197+97.7% | Added |
| Lighthouse Investment Partners, LLC | 276,126 | $19.7M | 0.61% | +76,126+38.1% | Added |
| Heitman Real Estate Securities LLC | 268,473 | $19.2M | 1.23% | +176,005+190.3% | Added |
| Millennium Management LLC | 266,214 | $19.0M | 0.01% | −259,194−49.3% | Reduced |
| Candriam Luxembourg S.C.A. | 264,066 | $18.9M | 0.08% | −273,121−50.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 257,150 | $18.4M | 0.03% | +102,664+66.5% | Added |
| Vanguard Investments Australia, Ltd. | 257,128 | $18.4M | 0.05% | +4,733+1.9% | Added |
| Los Angeles Capital Management LLC | 251,710 | $18.0M | 0.07% | +249,743+12,696.6% | Added |
| Geneos Wealth Management Inc. | 240,263 | $17.2M | 0.35% | −4,965−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 233,876 | $16.7M | 0.09% | +119,816+105.0% | Added |
| Retirement Systems of Alabama | 230,375 | $16.5M | 0.05% | −38,286−14.3% | Reduced |
| Pictet Asset Management Holding SA | 227,980 | $16.3M | 0.02% | −1,899−0.8% | Reduced |