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, Q1 2026
Institutional positions in W. P. Carey Inc. as of Mar 31, 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
- 869
- +28 vs. Q4 2025
- Shares held
- 171.8M
- +40.7M (+31.0%) vs. Q4 2025
- Total value
- $11.7B
- +$3.24B (+38.4%) vs. Q4 2025
- New holders
- 96
- 358 more added
- Sold out
- 68
- 259 more reduced
16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | $10.6B |
| Q3 2025 | 819 | $10.6B |
| Q2 2025 | 820 | $9.79B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.16B |
| Q3 2024 | 805 | $9.17B |
| Q2 2024 | 784 | $8.16B |
| Q1 2024 | 773 | $8.71B |
| Q4 2023 | 782 | $10.5B |
| Q3 2023 | 746 | $7.59B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.6B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.36B |
| Q2 2022 | 813 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 699 | $8.09B |
| Q1 2021 | 653 | $7.25B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30,109,089 | $2.05B | 0.04% | +1,752,163+6.2% | Added |
| Vanguard Portfolio Management LLC | 19,151,176 | $1.30B | 0.07% | +19,151,176 | New |
| State Street Corp | 12,338,595 | $849.7M | 0.03% | +87,371+0.7% | Added |
| Vanguard Capital Management LLC | 9,993,190 | $679.1M | 0.02% | +9,993,190 | New |
| Geode Capital Management, LLC | 4,913,911 | $333.2M | 0.02% | +118,307+2.5% | Added |
| Invesco Ltd. | 4,491,821 | $305.3M | 0.03% | +587,054+15.0% | Added |
| Massachusetts Financial Services Co | 4,190,933 | $289.8M | 0.10% | −22,080−0.5% | Reduced |
| JPMorgan Chase & Co | 3,358,875 | $228.1M | 0.02% | +60,362+1.8% | Added |
| Dimensional Fund Advisors LP | 3,348,132 | $227.5M | 0.05% | +155,857+4.9% | Added |
| Charles Schwab Investment Management Inc | 3,046,226 | $207.0M | 0.03% | +98,631+3.3% | Added |
| Legal & General Group Plc | 2,743,172 | $186.4M | 0.04% | +44,116+1.6% | Added |
| Northern Trust Corp | 2,659,540 | $180.7M | 0.02% | +49,404+1.9% | Added |
| Bank of New York Mellon Corp | 2,353,944 | $160.0M | 0.03% | +37,649+1.6% | Added |
| UBS Asset Management Americas Inc | 2,205,215 | $149.9M | 0.03% | +41,930+1.9% | Added |
| Nuveen, LLC | 2,126,145 | $144.5M | 0.04% | +1,557,050+273.6% | Added |
| Morgan Stanley | 1,991,357 | $135.3M | 0.01% | −5,988−0.3% | Reduced |
| UBS Group AG | 1,665,257 | $113.2M | 0.02% | +266,825+19.1% | Added |
| Equity Investment Corp | 1,582,830 | $107.6M | 2.11% | −43,281−2.7% | Reduced |
| Citadel Advisors LLC | 1,471,676 | $100.0M | 0.07% | +1,392,135+1,750.2% | Added |
| Wellington Management Group LLP | 1,425,993 | $96.9M | 0.02% | +206,452+16.9% | Added |
| Bank of America Corp | 1,365,724 | $92.8M | 0.01% | +31,476+2.4% | Added |
| Vanguard Fiduciary Trust Co | 1,361,945 | $92.6M | 0.02% | +1,361,945 | New |
| Captrust Financial Advisors | 1,095,162 | $74.4M | 0.13% | +64,797+6.3% | Added |
| Advisors Capital Management, LLC | 1,016,611 | $69.1M | 0.81% | +49,755+5.1% | Added |
| HSBC Holdings PLC | 928,438 | $63.1M | 0.04% | +5,898+0.6% | Added |
| Amundi | 900,194 | $61.2M | 0.02% | +103,884+13.0% | Added |
| Robeco Institutional Asset Management B.V. | 865,372 | $58.8M | 0.08% | +200,990+30.3% | Added |
| Ameriprise Financial Inc | 843,780 | $57.4M | 0.01% | +8,082+1.0% | Added |
| Marshall Wace, LLP | 810,727 | $55.1M | 0.06% | +126,742+18.5% | Added |
| LPL Financial LLC | 805,034 | $54.7M | 0.01% | −37,608−4.5% | Reduced |
| Two Sigma Investments, LP | 801,704 | $54.5M | 0.05% | +383,709+91.8% | Added |
| Commonwealth Equity Services, LLC | 792,947 | $53.9M | 0.08% | −42,984−5.1% | Reduced |
| American Century Companies Inc | 679,231 | $46.2M | 0.02% | +146,123+27.4% | Added |
| Barclays PLC | 676,739 | $46.0M | 0.02% | −85,263−11.2% | Reduced |
| Alyeska Investment Group, L.P. | 664,468 | $45.2M | 0.13% | +222,822+50.5% | Added |
| First Trust Advisors LP | 650,197 | $44.2M | 0.03% | +11,409+1.8% | Added |
| Swiss National Bank | 643,151 | $43.7M | 0.03% | +42,900+7.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 636,131 | $43.2M | 0.03% | −30,793−4.6% | Reduced |
| Rhumbline Advisers | 632,899 | $43.0M | 0.04% | +5,889+0.9% | Added |
| Envestnet Asset Management Inc | 622,947 | $42.3M | 0.01% | +21,312+3.5% | Added |
| Schroder Investment Management Group | 620,885 | $41.6M | 0.03% | −13,340−2.1% | Reduced |
| APG Asset Management US Inc. | 580,007 | $40.2M | 0.31% | −295,660−33.8% | Reduced |
| Goldman Sachs Group Inc | 577,782 | $39.3M | 0.01% | +270,763+88.2% | Added |
| Raymond James Financial Inc | 568,637 | $38.6M | 0.01% | −57,101−9.1% | Reduced |
| Zacks Investment Management | 568,019 | $38.6M | 0.31% | +8,693+1.6% | Added |
| California Public Employees Retirement System | 550,877 | $37.4M | 0.02% | −43,979−7.4% | Reduced |
| Victory Capital Management Inc | 545,123 | $37.0M | 0.02% | −211,499−28.0% | Reduced |
| Candriam Luxembourg S.C.A. | 537,187 | $36.5M | 0.19% | −4,036−0.7% | Reduced |
| Millennium Management LLC | 525,408 | $35.7M | 0.03% | +471,393+872.7% | Added |
| Virginia Retirement Systems Et Al | 523,909 | $35.6M | 0.26% | +265,219+102.5% | Added |
| D. E. Shaw & Co., Inc. | 518,754 | $35.3M | 0.03% | +513,957+10,714.1% | Added |
| Great West Life Assurance Co | 508,658 | $34.6M | 0.06% | −2350.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 505,240 | $34.3M | 0.08% | +4,253+0.8% | Added |
| Principal Financial Group Inc | 488,973 | $33.2M | 0.02% | +17,812+3.8% | Added |
| Caisse de Depot Et Placement du Quebec | 485,733 | $33.0M | 0.05% | −218,305−31.0% | Reduced |
| Gillson Capital LP | 470,700 | $32.0M | 2.62% | +470,700 | New |
| Deutsche Bank AG | 465,335 | $31.6M | 0.01% | +78,823+20.4% | Added |
| Citigroup Inc | 421,740 | $28.7M | 0.02% | +25,632+6.5% | Added |
| Asset Management One Co.,Ltd. | 419,021 | $28.5M | 0.08% | −24,987−5.6% | Reduced |
| Nomura Asset Management Co Ltd | 409,762 | $27.8M | 0.07% | +9,814+2.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 404,518 | $27.5M | 0.02% | +25,719+6.8% | Added |
| Wells Fargo & Company | 401,266 | $27.3M | 0.01% | +1,614+0.4% | Added |
| California State Teachers Retirement System | 391,940 | $26.6M | 0.03% | −2,478−0.6% | Reduced |
| Vanguard Asset Management, Ltd | 384,974 | $26.2M | 0.02% | +384,974 | New |
| Arbejdsmarkedets Tillaegspension | 375,914 | $25.5M | 0.64% | +18,304+5.1% | Added |
| Brown Advisory Inc | 363,294 | $24.7M | 0.04% | +1,166+0.3% | Added |
| KLP Kapitalforvaltning AS | 355,400 | $24.4M | 0.10% | 00.0% | Unchanged |
| FMR LLC | 358,176 | $24.3M | 0.00% | −592−0.2% | Reduced |
| Qube Research & Technologies Ltd | 346,578 | $23.6M | 0.03% | +247,182+248.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 345,828 | $23.5M | 0.05% | +27,240+8.6% | Added |
| CWM, LLC | 342,841 | $23.3M | 0.06% | −11,368−3.2% | Reduced |
| Cetera Investment Advisers | 335,880 | $22.8M | 0.02% | −14,034−4.0% | Reduced |
| Jain Global LLC | 332,363 | $22.6M | 0.29% | +89,336+36.8% | Added |
| Berkshire Asset Management LLC | 330,788 | $22.5M | 0.96% | +2,644+0.8% | Added |
| Private Management Group Inc | 327,259 | $22.2M | 0.64% | −35,924−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 318,317 | $21.6M | 0.07% | −51,631−14.0% | Reduced |
| TruWealth Advisors, LLC | 314,898 | $21.4M | 1.03% | +14,877+5.0% | Added |
| Treasurer of the State of North Carolina | 312,295 | $21.2M | 0.07% | +23,342+8.1% | Added |
| Alliancebernstein L.P. | 314,106 | $20.2M | 0.01% | −6,218−1.9% | Reduced |
| AQR Capital Management LLC | 289,067 | $19.5M | 0.01% | −35,655−11.0% | Reduced |
| Jefferies Financial Group Inc. | 287,250 | $19.5M | 0.24% | +282,617+6,100.1% | Added |
| Storebrand Asset Management AS | 282,148 | $19.2M | 0.06% | +146,350+107.8% | Added |
| Quantinno Capital Management LP | 280,897 | $19.1M | 0.03% | +106,456+61.0% | Added |
| SEB Asset Management AB | 277,169 | $18.8M | 0.08% | +277,169 | New |
| Allianz Asset Management GmbH | 270,724 | $18.4M | 0.02% | +725+0.3% | Added |
| Royal Bank of Canada | 270,488 | $18.4M | 0.00% | +36,090+15.4% | Added |
| Retirement Systems of Alabama | 268,661 | $18.3M | 0.06% | +5,651+2.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262,048 | $17.8M | 0.02% | −10,263−3.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 252,395 | $17.2M | 0.05% | +252,395 | New |
| Geneos Wealth Management Inc. | 245,228 | $16.7M | 0.39% | −22,276−8.3% | Reduced |
| SG Americas Securities, LLC | 233,158 | $15.8M | 0.02% | +122,903+111.5% | Added |
| Pictet Asset Management Holding SA | 229,879 | $15.6M | 0.02% | −56,454−19.7% | Reduced |
| Brookfield Asset Management Inc. | 220,014 | $15.0M | 0.02% | +220,014 | New |
| Carnegie Capital Asset Management, LLC | 215,152 | $14.6M | 0.28% | +7,578+3.7% | Added |
| Natixis | 214,754 | $14.6M | 0.06% | +214,754 | New |
| BNP Paribas Arbitrage, SA | 209,629 | $14.2M | 0.01% | −1,547−0.7% | Reduced |
| Colony Group, LLC | 208,143 | $14.1M | 0.02% | −11,792−5.4% | Reduced |
| Price T Rowe Associates Inc | 206,181 | $14.0M | 0.00% | +22,883+12.5% | Added |
| Franklin Resources Inc | 204,848 | $13.9M | 0.00% | −57,506−21.9% | Reduced |
| CSM Advisors, LLC | 201,206 | $13.7M | 0.34% | −77,573−27.8% | Reduced |