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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.

Q1 2026 vs. Q4 2025

How the institutions holding W. P. Carey Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WPC: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders85716869+28
Shares164.8M33.7M171.8M+40.7M (+31.0%)
Value$10.6B$2.17B$11.7B+$3.24B (+38.4%)

16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (96)

Institutions that held W. P. Carey Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WPC in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC19,151,176$1.30B0.07%
Vanguard Capital Management LLC9,993,190$679.1M0.02%
Vanguard Fiduciary Trust Co1,361,945$92.6M0.02%
Gillson Capital LP470,700$32.0M2.62%
Vanguard Asset Management, Ltd384,974$26.2M0.02%
SEB Asset Management AB277,169$18.8M0.08%
Vanguard Investments Australia, Ltd.252,395$17.2M0.05%
Brookfield Asset Management Inc.220,014$15.0M0.02%
Natixis214,754$14.6M0.06%
Seven Grand Managers, LLC150,000$10.2M0.68%
Schonfeld Strategic Advisors LLC114,060$7.75M0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC112,980$7.68M0.22%
Vanguard Global Advisers, LLC107,998$7.34M0.00%
Susquehanna Portfolio Strategies, LLC98,141$6.67M0.10%
Holocene Advisors, LP86,694$5.89M0.01%
Voloridge Investment Management, LLC69,721$4.74M0.02%
CIBC Bancorp USA Inc.63,491$4.31M0.01%
Ashton Thomas Private Wealth, LLC62,467$4.25M0.10%
Acadian Asset Management LLC58,193$3.95M0.01%
CMH Wealth Management LLC41,780$2.88M0.49%
Mediolanum International Funds Ltd29,425$2.00M0.02%
Brummer Multi-Strategy AB28,508$1.94M8.07%
Evergreen Wealth Solutions, LLC26,816$1.82M0.13%
Inceptionr LLC26,239$1.78M0.43%
Stordahl Capital Management, Inc.26,113$1.77M0.37%
Gateway Wealth Partners, LLC25,676$1.74M0.07%
Eurizon Capital SGR S.p.A.22,283$1.52M0.00%
Diversify Wealth Management, LLC20,611$1.48M0.03%
Verition Fund Management LLC14,833$1.01M0.01%
Simplex Trading, LLC14,799$1.01M0.03%
J. Safra Sarasin Holding AG11,324$769.6K0.01%
Gsa Capital Partners LLP10,807$734.0K0.05%
PEAK6 LLC10,075$684.7K0.02%
Centersquare Investment Management LLC10,004$679.9K0.01%
Tudor Investment Corp Et Al9,829$668.0K0.00%
Groupe la Francaise8,758$595.2K0.01%
Saudi Central Bank8,089$549.7K0.01%
My Portfolio Guide, LLC7,515$510.7K0.28%
Quadrature Capital Ltd7,374$501.1K0.01%
Essex Financial Services, Inc.6,584$447.5K0.03%
Aptus Capital Advisors, LLC5,954$404.9K0.00%
Rodgers Brothers Inc.5,150$350.0K0.04%
Abel Hall, LLC5,018$341.0K0.07%
First Affirmative Financial Network5,006$340.2K0.13%
Great Valley Advisor Group, Inc.4,787$325.5K0.01%
Tiaa-Cref Individual & Institutional Services, LLC4,707$319.9K0.00%
Golden State Equity Partners4,528$307.7K0.02%
Havemeyer Place LP4,246$288.6K0.03%
Grant Private Wealth Management Inc4,197$285.2K0.15%
Frec Markets, Inc.4,181$284.1K0.05%
Ritholtz Wealth Management3,907$265.5K0.00%
Mather Group, LLC.3,836$260.7K0.00%
Journey Strategic Wealth LLC3,833$260.5K0.01%
Wedbush Securities Inc3,785$257.0K0.01%
HBW Advisory Services LLC3,647$247.9K0.03%
LexAurum Advisors, LLC3,598$244.5K0.03%
Symphony Financial, Ltd. Co.3,498$238.6K0.03%
Portside Wealth Group, LLC3,426$232.8K0.03%
OneAscent Financial Services LLC3,394$230.7K0.01%
Change Path, LLC3,281$223.0K0.01%
Patriot Financial Group Insurance Agency, LLC3,244$220.5K0.01%
Kraft, Davis & Associates, LLC2,977$217.4K0.05%
Principal Securities, Inc.3,175$215.8K0.00%
Helium Advisors LLC3,166$215.2K0.21%
MONECO Advisors, LLC3,143$213.6K0.02%
Empower Advisory Group, LLC3,066$208.4K0.00%
Childress Capital Advisors, LLC3,052$207.4K0.04%
Adapt Wealth Advisors, LLC3,043$206.8K0.07%
Intelligence Driven Advisers, LLC3,000$203.9K0.04%
Split Rock Private Trading & Wealth Management, LLC2,955$200.8K0.16%
Valmark Advisers, Inc.2,949$200.4K0.00%
Beacon Investment Advisory Services, Inc.1,759$119.5K0.00%
Cassaday & Co Wealth Management LLC1,748$118.8K0.00%
Ballast Advisors LLC1,552$105.5K0.03%
Oslo Pensjonsforsikring AS975$66.3K0.01%
TSFG, LLC733$50.0K0.01%
Bank Julius Baer & Co. Ltd, Zurich724$49.2K0.00%
Frazier Financial Advisors, LLC593$40.3K0.02%
Gill Capital Partners, LLC366$24.9K0.01%
Networth Advisors, LLC355$24.1K0.02%
Twin Peaks Wealth Advisors, LLC264$17.9K0.00%
Innovative Asset Advisors Group, LLC253$17.4K0.01%
TIAA Wealth Investment Management LLC220$14.9K0.00%
Virginia Estate & Retirement Planning Advisors Inc.200$13.6K0.06%
Abound Wealth Management175$11.9K0.00%
Owl Creek Wealth Partners LLC125$8.49K0.00%
Southern Michigan Bank & Trust116$7.88K0.00%
Zions Bancorporation, National Association110$7.48K0.00%
Kemnay Advisory Services Inc.89$6.05K0.00%
Webster Bank, N. A.75$5.10K0.00%
NBT Bank N A16$1.09K0.00%
Intentional Wealth Strategies, LLC6$4080.00%
MBM Wealth Consultants, LLC2$1590.00%
Prestige Wealth Management Group LLC2$1380.00%
Activest Wealth Management2$1360.00%
Silicon Valley Capital Partners1$680.00%

Sold out (68)

Institutions that held W. P. Carey Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WPC in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Jupiter Asset Management Ltd646,950$41.6M
Two Sigma Advisers, LP218,700$14.1M
Skandinaviska Enskilda Banken AB (publ)127,571$8.21M
Point72 Asset Management, L.P.53,017$3.41M
Dark Forest Capital Management LP42,707$2.75M
XML Financial, LLC32,027$2.06M
ExodusPoint Capital Management, LP29,947$1.93M
Quest Partners LLC28,339$1.82M
XTX Topco Ltd25,086$1.61M
Susquehanna International Group, LLP18,022$1.16M
Friedenthal Financial14,504$933.5K
Kentucky Retirement Systems13,608$875.8K
Gallacher Capital Management LLC9,329$600.4K
Boothbay Fund Management, LLC8,754$563.4K
1832 Asset Management L.P.8,452$544.0K
FJ Capital Management LLC7,091$456.4K
RFG Advisory, LLC6,258$402.8K
Machina Capital S.A.S.6,102$392.7K
Occidental Asset Management, LLC6,002$386.3K
True North Advisors, LLC5,528$355.8K
Canada Pension Plan Investment Board5,500$354.0K
NWF Advisory Services Inc.5,271$339.2K
Tiaa Trust, National Association4,709$303.1K
AlphaGrep UK Ltd4,446$286.1K
Pathfinder Wealth Consulting, Inc.4,313$277.6K
Aaron Wealth Advisors4,234$272.5K
Coppell Advisory Solutions LLC4,136$270.0K
Belvedere Trading LLC3,972$255.6K
Aster Capital Management (DIFC) Ltd3,864$248.7K
Mach-1 Financial Group, Inc.3,717$239.3K
Capital Advisory Group Advisory Services, LLC3,707$238.6K
GTS Securities LLC3,509$225.8K
Focused Wealth Management, Inc3,428$220.6K
SWP Financial LLC3,352$215.7K
Mount Yale Investment Advisors, LLC3,298$215.3K
Virtu Financial LLC3,284$211.0K
Vestmark Advisory Solutions, Inc.3,272$210.6K
BCS Wealth Management3,200$206.0K
Group One Trading, L.P.2,578$165.9K
Flagship Harbor Advisors, LLC2,519$162.1K
Turning Point Benefit Group, Inc.2,511$161.6K
Concord Wealth Partners1,232$79.3K
Joseph Group Capital Management1,117$71.9K
Navalign, LLC947$60.9K
Eastern Bank918$59.1K
LGT Financial Advisors LLC500$32.2K
Roble, Belko & Company, Inc476$31.0K
Commonwealth Retirement Investments LLC400$25.7K
Laurel Wealth Advisors LLC396$25.5K
IFC & Insurance Marketing, Inc.354$23.0K
First Command Advisory Services, Inc.300$19.3K
FNY Investment Advisers, LLC300$19.0K
Garton & Associates Financial Advisors LLC207$13.3K
Kohmann Bosshard Financial Services, LLC189$12.2K
Fideuram Asset Management (Ireland) dac187$9.98K
Country Trust Bank95$6.11K
ZRC Wealth Management, LLC70$4.51K
Wealth Enhancement Trust Services, Inc.68$4.38K
MidFirst Bank58$3.73K
Luken Investment Analytics, LLC48$3.09K
Cohen & Steers, Inc.40$3.00K
Optiver Holding B.V.37$2.38K
Elyxium Wealth, LLC17$1.09K
Optima Capital LLC16$1.04K
Acumen Wealth Advisors, LLC14$914
Legacy Wealth Managment, LLC9$564
NorthAvenue LLC3$194
Private Wealth Asset Management, LLC3$193

Not filed for Q1 2026 yet (16)

Institutions that held W. P. Carey Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc30,437,061$1.96B
Norges Bank2,859,460$184.0M
CIBC World Markets Corp124,517$8.01M
Meritage Portfolio Management73,770$4.75M
Forsta Ap-Fonden64,500$4.15M
Creegan & Nassoura Financial Group, LLC49,630$3.19M
FineMark National Bank & Trust16,196$1.04M
Cornercap Investment Counsel Inc11,131$716.4K
Global Retirement Partners, LLC9,981$642.4K
CIBC Private Wealth Group, LLC6,474$416.6K
Austin Private Wealth, LLC6,287$404.6K
BancorpSouth Bank4,001$257.5K
ORG Partners LLC3,771$242.9K
Clearview Wealth Advisors LLC3,154$203.0K
Trust Co of Vermont2,691$173.2K
GPS Wealth Strategies Group, LLC545$35.1K