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Livermore
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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.

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.

Institutional holdersQ1 2026: 869 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ1 2026: $11.7B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Silicon Valley Capital Partners1$680.00%+1New
Scarborough Advisors, LLC2$1360.00%00.0%Unchanged
TFC Financial Management2$1360.00%00.0%Unchanged
Activest Wealth Management2$1360.00%+2New
Prestige Wealth Management Group LLC2$1380.00%+2New
MBM Wealth Consultants, LLC2$1590.00%+2New
Beaird Harris Wealth Management, LLC3$2040.00%−300−99.0%Reduced
Glen Eagle Advisors, LLC6$4080.00%00.0%Unchanged
Intentional Wealth Strategies, LLC6$4080.00%+6New
American Capital Advisory, LLC7$4760.00%00.0%Unchanged
Quaker Wealth Management, LLC8$5440.00%00.0%Unchanged
Manning & Napier Advisors LLC11$7470.00%00.0%Unchanged
Valued Wealth Advisors LLC11$7580.00%00.0%Unchanged
Dunhill Financial, LLC12$8290.00%00.0%Unchanged
Financial Consulate, Inc14$9520.00%00.0%Unchanged
Coston, McIsaac & Partners14$1.00K0.00%00.0%Unchanged
NBT Bank N A16$1.09K0.00%+16New
Mountain Hill Investment Partners Corp.17$1.17K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC20$1.36K0.00%+7+53.8%Added
Hughes Financial Services, LLC23$1.56K0.00%+2+9.5%Added
Retirement Wealth Solutions LLC24$1.61K0.00%+1+4.3%Added
Aspect Partners, LLC25$1.70K0.00%00.0%Unchanged
Caitlin John, LLC26$1.75K0.00%+1+4.0%Added
MV Capital Management, Inc.26$1.77K0.00%+4+18.2%Added
Rialto Wealth Management, LLC26$1.77K0.00%+18+225.0%Added
CVA Family Office, LLC27$1.83K0.00%+7+35.0%Added
Capital Advisors, Ltd. LLC31$2.00K0.00%00.0%Unchanged
Sachetta, LLC34$2.03K0.00%−33−49.3%Reduced
Red Tortoise LLC32$2.17K0.00%00.0%Unchanged
Highline Wealth Partners LLC36$2.45K0.00%00.0%Unchanged
Cromwell Holdings LLC36$2.48K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC37$2.52K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.42$2.85K0.00%+24+133.3%Added
Bell Investment Advisors, Inc44$2.99K0.00%−5−10.2%Reduced
Cornerstone Financial Management LLC46$3.13K0.00%+21+84.0%Added
WealthCollab, LLC47$3.19K0.00%00.0%Unchanged
Insight Financial Services48$3.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC55$3.74K0.00%+41+292.9%Added
McGuire Capital Advisors Inc58$3.94K0.00%00.0%Unchanged
First Eagle Investment Management, LLC59$4.01K0.00%00.0%Unchanged
Fortitude Family Office, LLC64$4.35K0.00%00.0%Unchanged
Clearstead Advisors, LLC69$4.69K0.00%−870−92.7%Reduced
Wilkerson Advisory Group LLC70$4.76K0.00%+30+75.0%Added
Webster Bank, N. A.75$5.10K0.00%+75New
Birchbrook, Inc.80$5.44K0.00%00.0%Unchanged
High Note Wealth, LLC86$5.84K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC87$5.91K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.89$6.05K0.00%+89New
Signature Resources Capital Management, LLC91$6.18K0.00%−6−6.2%Reduced
HHM Wealth Advisors, LLC104$7.07K0.00%00.0%Unchanged
Bogart Wealth, LLC107$7.27K0.00%+7+7.0%Added
MPWM Advisory Solutions, LLC109$7.41K0.00%00.0%Unchanged
Zions Bancorporation, National Association110$7.48K0.00%+110New
Atlas Capital Advisors LLC112$7.61K0.00%00.0%Unchanged
Southern Michigan Bank & Trust116$7.88K0.00%+116New
Owl Creek Wealth Partners LLC125$8.49K0.00%+125New
Private Wealth Management Group, LLC130$8.84K0.00%00.0%Unchanged
Blume Capital Management, Inc.134$9.11K0.00%00.0%Unchanged
SJS Investment Consulting Inc.142$9.65K0.00%00.0%Unchanged
Dogwood Wealth Management LLC143$9.70K0.00%+27+23.3%Added
Tidemark, LLC144$9.79K0.00%00.0%Unchanged
Byrne Asset Management LLC160$10.3K0.01%00.0%Unchanged
Basecamp Wealth Advisors LLC167$11.3K0.00%00.0%Unchanged
Abound Wealth Management175$11.9K0.00%+175New
Farmers & Merchants Investments Inc190$12.9K0.00%00.0%Unchanged
Davis Capital Management191$13.0K0.01%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.200$13.6K0.06%+200New
Quarry LP205$13.9K0.00%−2,144−91.3%Reduced
Smithfield Trust Co200$14.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC200$14.6K0.00%+8+4.2%Added
TIAA Wealth Investment Management LLC220$14.9K0.00%+220New
Paladin Advisory Group, LLC220$15.0K0.01%00.0%Unchanged
GoalVest Advisory LLC222$15.1K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC223$15.2K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.219$15.2K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.227$15.4K0.00%00.0%Unchanged
Essential Partners LLC230$15.6K0.01%−73−24.1%Reduced
Ameliora Wealth Management Ltd.230$15.6K0.00%00.0%Unchanged
Westside Investment Management, Inc.224$15.7K0.00%00.0%Unchanged
Olistico Wealth, LLC235$16.0K0.01%−200−46.0%Reduced
Raiffeisen Bank International AG245$16.6K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton250$17.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co254$17.3K0.00%−80−24.0%Reduced
Generali Asset Management SPA SGR256$17.4K0.00%−29,268−99.1%Reduced
Innovative Asset Advisors Group, LLC253$17.4K0.01%+253New
Twin Peaks Wealth Advisors, LLC264$17.9K0.00%+264New
Root Financial Partners, LLC272$18.5K0.00%−4,501−94.3%Reduced
Piscataqua Savings Bank275$18.7K0.01%00.0%Unchanged
Rothschild Investment LLC276$18.8K0.00%−11−3.8%Reduced
GHP Investment Advisors, Inc.287$19.5K0.00%+2+0.7%Added
Salomon & Ludwin, LLC280$19.6K0.00%−5−1.8%Reduced
Clear Street Markets LLC300$20.4K0.01%−800−72.7%Reduced
Caldwell Trust Co300$20.4K0.00%00.0%Unchanged
TD Private Client Wealth LLC304$20.7K0.00%+11+3.8%Added
Ankerstar Wealth, LLC302$20.8K0.02%00.0%Unchanged
Strategic Wealth Partners, Ltd.310$21.0K0.00%−35−10.1%Reduced
Blueline Advisors LLC311$21.1K0.02%00.0%Unchanged
Hilton Head Capital Partners, LLC322$21.9K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.323$22.0K0.00%−213−39.7%Reduced
Atlantic Trust, LLC334$22.7K0.00%00.0%Unchanged