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 |
|---|---|---|---|---|---|
| Robbins Farley LLC | 345 | $23.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $23.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 345 | $24.0K | 0.02% | −18−5.0% | Reduced |
| Networth Advisors, LLC | 355 | $24.1K | 0.02% | +355 | New |
| Nemes Rush Group LLC | 361 | $24.5K | 0.00% | +5+1.4% | Added |
| Gill Capital Partners, LLC | 366 | $24.9K | 0.01% | +366 | New |
| Montag A & Associates Inc | 390 | $26.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $27.3K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 405 | $27.5K | 0.01% | −395−49.4% | Reduced |
| Parkside Financial Bank & Trust | 411 | $27.9K | 0.00% | +2+0.5% | Added |
| First United Bank Trust | 415 | $28.2K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 447 | $30.4K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 463 | $31.5K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 471 | $32.0K | 0.01% | +5+1.1% | Added |
| SHP Wealth Management | 478 | $32.5K | 0.00% | −251−34.4% | Reduced |
| Investors Portfolio Services LLC | 476 | $32.9K | 0.03% | +23+5.1% | Added |
| Strengthening Families & Communities, LLC | 499 | $33.9K | 0.01% | +6+1.2% | Added |
| City State Bank | 518 | $35.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 521 | $35.4K | 0.00% | −76−12.7% | Reduced |
| Truvestments Capital LLC | 549 | $37.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $39.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 593 | $40.3K | 0.02% | +593 | New |
| Tompkins Financial Corp | 600 | $40.8K | 0.00% | +330+122.2% | Added |
| Pin Oak Investment Advisors Inc | 600 | $41.0K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 608 | $41.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 611 | $41.5K | 0.01% | −55−8.3% | Reduced |
| McIlrath & Eck, LLC | 614 | $41.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 642 | $43.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 654 | $44.5K | 0.00% | +82+14.3% | Added |
| Millstone Evans Group, LLC | 672 | $45.7K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 684 | $46.5K | 0.00% | −116−14.5% | Reduced |
| Hilltop National Bank | 694 | $47.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 696 | $47.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 723 | $49.1K | 0.00% | −845−53.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 724 | $49.2K | 0.00% | +724 | New |
| TSFG, LLC | 733 | $50.0K | 0.01% | +733 | New |
| Johnson Financial Group, Inc. | 766 | $52.8K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 784 | $53.3K | 0.03% | +504+180.0% | Added |
| Wolff Wiese Magana LLC | 836 | $56.8K | 0.03% | +187+28.8% | Added |
| Independence Bank of Kentucky | 880 | $59.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 884 | $60.1K | 0.02% | +19+2.2% | Added |
| Hoey Investments, Inc | 887 | $60.3K | 0.01% | 00.0% | Unchanged |
| Andra AP-fonden | 941 | $64.0K | 0.00% | −57,059−98.4% | Reduced |
| Armstrong Advisory Group, Inc | 951 | $64.6K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $65.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 969 | $65.9K | 0.00% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 975 | $66.3K | 0.01% | +975 | New |
| Key Financial Inc | 984 | $66.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $68.0K | 0.02% | −420−29.6% | Reduced |
| Smartleaf Asset Management LLC | 1,022 | $69.5K | 0.00% | +156+18.0% | Added |
| REAP Financial Group, LLC | 1,048 | $71.2K | 0.01% | +209+24.9% | Added |
| Versant Capital Management, Inc | 1,058 | $71.9K | 0.01% | +270+34.3% | Added |
| MCF Advisors LLC | 1,084 | $74.3K | 0.00% | −477−30.6% | Reduced |
| Addison Advisors LLC | 1,100 | $74.8K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,135 | $77.1K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,160 | $78.8K | 0.02% | +16+1.4% | Added |
| North Star Investment Management Corp. | 1,265 | $86.0K | 0.01% | −4−0.3% | Reduced |
| South State Corp. | 1,296 | $88.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,305 | $88.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,362 | $92.5K | 0.02% | +18+1.3% | Added |
| Triumph Capital Management | 1,375 | $94.7K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,411 | $95.9K | 0.06% | −26−1.8% | Reduced |
| Spire Wealth Management | 1,426 | $96.9K | 0.00% | −220−13.4% | Reduced |
| Pillar Financial Advisors, LLC | 1,489 | $101.2K | 0.06% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,540 | $104.7K | 0.07% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,518 | $105.3K | 0.02% | +1,160+324.0% | Added |
| Ballast Advisors LLC | 1,552 | $105.5K | 0.03% | +1,552 | New |
| Capital Analysts, LLC | 1,627 | $110.0K | 0.00% | +481+42.0% | Added |
| Fairscale Capital, LLC | 1,600 | $110.2K | 0.08% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,622 | $110.3K | 0.01% | −14−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,637 | $111.3K | 0.03% | +211+14.8% | Added |
| Ameriflex Group, Inc. | 1,698 | $115.4K | 0.06% | +335+24.6% | Added |
| Westend Capital Management, LLC | 1,721 | $117.0K | 0.04% | −279−14.0% | Reduced |
| IFP Advisors, Inc | 1,741 | $118.3K | 0.00% | +273+18.6% | Added |
| Cassaday & Co Wealth Management LLC | 1,748 | $118.8K | 0.00% | +1,748 | New |
| Beacon Investment Advisory Services, Inc. | 1,759 | $119.5K | 0.00% | +1,759 | New |
| CoreCap Advisors, LLC | 1,777 | $120.8K | 0.00% | −282−13.7% | Reduced |
| Hanson & Doremus Investment Management | 1,810 | $123.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,900 | $129.1K | 0.04% | −5,100−72.9% | Reduced |
| Whittier Trust Co | 1,885 | $131.8K | 0.00% | +415+28.2% | Added |
| Los Angeles Capital Management LLC | 1,967 | $133.7K | 0.00% | +1,040+112.2% | Added |
| AdvisorNet Financial, Inc | 2,039 | $138.6K | 0.01% | +19+0.9% | Added |
| St Germain D J Co Inc | 2,043 | $138.8K | 0.01% | −100−4.7% | Reduced |
| BFSG, LLC | 2,097 | $142.5K | 0.01% | −296−12.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,203 | $149.7K | 0.02% | −43−1.9% | Reduced |
| Horizon Investments, LLC | 2,238 | $152.1K | 0.00% | −955−29.9% | Reduced |
| Bessemer Group Inc | 2,286 | $156.0K | 0.00% | −94−3.9% | Reduced |
| IAG Wealth Partners, LLC | 2,386 | $162.1K | 0.02% | +4+0.2% | Added |
| SOA Wealth Advisors, LLC. | 2,433 | $165.3K | 0.03% | +13+0.5% | Added |
| Larson Financial Group LLC | 2,609 | $177.3K | 0.01% | +170+7.0% | Added |
| ASR Vermogensbeheer N.V. | 2,688 | $182.7K | 0.00% | +63+2.4% | Added |
| Atlantic Union Bankshares Corp | 2,720 | $184.9K | 0.00% | +250+10.1% | Added |
| Raleigh Capital Management Inc. | 2,877 | $195.5K | 0.07% | −21−0.7% | Reduced |
| HM Payson & Co | 2,890 | $196.4K | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,949 | $200.4K | 0.00% | +2,949 | New |
| Split Rock Private Trading & Wealth Management, LLC | 2,955 | $200.8K | 0.16% | +2,955 | New |
| Sound Income Strategies, LLC | 2,899 | $201.2K | 0.01% | −218−7.0% | Reduced |
| Sovereign Financial Group, Inc. | 2,993 | $203.4K | 0.04% | −223−6.9% | Reduced |
| DV Trading LLC | 3,000 | $203.9K | 0.02% | +2,300+328.6% | Added |
| Intelligence Driven Advisers, LLC | 3,000 | $203.9K | 0.04% | +3,000 | New |