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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
Adapt Wealth Advisors, LLC3,043$206.8K0.07%+3,043New
Childress Capital Advisors, LLC3,052$207.4K0.04%+3,052New
Empower Advisory Group, LLC3,066$208.4K0.00%+3,066New
Rafferty Asset Management, LLC3,087$209.8K0.00%−596−16.2%Reduced
Transamerica Financial Advisors, Inc.3,060$210.8K0.02%+1,515+98.1%Added
Evolve Private Wealth, LLC3,111$211.4K0.01%−326−9.5%Reduced
MONECO Advisors, LLC3,143$213.6K0.02%+3,143New
Helium Advisors LLC3,166$215.2K0.21%+3,166New
GW Henssler & Associates Ltd3,166$215.2K0.01%00.0%Unchanged
Principal Securities, Inc.3,175$215.8K0.00%+3,175New
Gateway Investment Advisers LLC3,176$215.8K0.00%−14−0.4%Reduced
Kraft, Davis & Associates, LLC2,977$217.4K0.05%+2,977New
Meeder Advisory Services, Inc.3,213$218.3K0.01%−800−19.9%Reduced
Salem Investment Counselors Inc3,181$219.1K0.01%00.0%Unchanged
CX Institutional3,231$220.0K0.01%−387−10.7%Reduced
Patriot Financial Group Insurance Agency, LLC3,244$220.5K0.01%+3,244New
Change Path, LLC3,281$223.0K0.01%+3,281New
Allied Investment Advisors, LLC3,281$223.0K0.03%00.0%Unchanged
Bryn Mawr Trust Co3,300$224.3K0.01%00.0%Unchanged
Bourgeon Capital Management LLC3,300$224.3K0.04%00.0%Unchanged
Savvy Advisors, Inc.3,301$224.4K0.01%−146−4.2%Reduced
EverSource Wealth Advisors, LLC3,303$224.5K0.01%+626+23.4%Added
Motco3,308$224.8K0.02%+232+7.5%Added
GF Fund Management Co. Ltd.3,311$225.0K0.00%−317−8.7%Reduced
Procyon Private Wealth Partners, LLC3,325$226.0K0.01%00.0%Unchanged
WealthPLAN Partners, LLC3,347$227.5K0.04%−3,822−53.3%Reduced
Cary Street Partners Financial LLC3,365$228.7K0.01%−87−2.5%Reduced
OneAscent Financial Services LLC3,394$230.7K0.01%+3,394New
Detalus Advisors, LLC3,400$231.1K0.05%00.0%Unchanged
Titleist Asset Management, LLC3,410$231.8K0.02%−113−3.2%Reduced
Portside Wealth Group, LLC3,426$232.8K0.03%+3,426New
Sawyer & Company, Inc3,445$234.1K0.09%−150−4.2%Reduced
LVW Advisors, LLC3,445$234.1K0.02%+20+0.6%Added
Sage Rhino Capital LLC3,464$235.4K0.04%−54−1.5%Reduced
Columbia Asset Management3,475$236.2K0.04%−150−4.1%Reduced
Callan Family Office, LLC3,487$237.0K0.01%−250−6.7%Reduced
Prospera Financial Services Inc3,499$237.9K0.00%−16−0.5%Reduced
King Wealth3,495$238.0K0.03%00.0%Unchanged
Walleye Capital LLC3,503$238.1K0.00%+3,407+3,549.0%Added
Symphony Financial, Ltd. Co.3,498$238.6K0.03%+3,498New
D.B. Root & Company, LLC3,512$238.7K0.06%−79−2.2%Reduced
Kestra Investment Management, LLC3,519$239.1K0.00%−1,194−25.3%Reduced
Kingsview Wealth Management, LLC3,524$239.5K0.00%+64+1.8%Added
Fideuram - Intesa Sanpaolo Private Banking S.P.A.3,530$239.9K0.01%−403−10.2%Reduced
Private Trust Co NA3,561$242.0K0.02%00.0%Unchanged
Central Trust Co3,561$242.0K0.00%+2,441+217.9%Added
TCW Group Inc3,591$244.0K0.00%+174+5.1%Added
LexAurum Advisors, LLC3,598$244.5K0.03%+3,598New
Fiera Capital Corp3,627$246.5K0.00%00.0%Unchanged
Umb Bank N A3,629$246.6K0.00%+113+3.2%Added
NorthStar Asset Management LLC3,638$247.2K0.12%+208+6.1%Added
Keudell/Morrison Wealth Management3,639$247.3K0.05%−511−12.3%Reduced
HBW Advisory Services LLC3,647$247.9K0.03%+3,647New
Capital Planning Advisors, LLC3,683$250.3K0.04%−3−0.1%Reduced
UMA Financial Services, Inc.3,692$250.9K0.03%00.0%Unchanged
Battery Global Advisors, LLC3,655$251.8K0.14%00.0%Unchanged
Meridian Wealth Management, LLC3,707$251.9K0.01%−232−5.9%Reduced
Keynote Financial Services LLC3,710$252.1K0.13%00.0%Unchanged
Perennial Investment Advisors, LLC3,713$252.4K0.02%−1,613−30.3%Reduced
Syon Capital LLC3,732$253.6K0.01%+494+15.3%Added
Clear Creek Financial Management, LLC3,762$255.7K0.02%+15+0.4%Added
High Net Worth Advisory Group LLC3,770$256.2K0.06%00.0%Unchanged
Wedbush Securities Inc3,785$257.0K0.01%+3,785New
Lazard Asset Management LLC3,786$257.3K0.00%00.0%Unchanged
Insigneo Advisory Services, LLC3,814$259.2K0.02%+27+0.7%Added
SageView Advisory Group, LLC3,817$259.4K0.01%+2+0.1%Added
Journey Strategic Wealth LLC3,833$260.5K0.01%+3,833New
Mather Group, LLC.3,836$260.7K0.00%+3,836New
Wealth Management Strategies, Inc.3,844$261.2K0.12%+51+1.3%Added
Sunbelt Securities, Inc.3,864$262.6K0.02%−482−11.1%Reduced
Insight Wealth Partners, LLC3,878$263.5K0.11%+8+0.2%Added
Ritholtz Wealth Management3,907$265.5K0.00%+3,907New
Basepoint Wealth LLC3,954$268.7K0.15%+54+1.4%Added
New Wave Wealth Advisors LLC3,929$270.5K0.09%+12+0.3%Added
Main Street Financial Solutions, LLC3,997$271.6K0.02%+444+12.5%Added
Cherry Tree Wealth Management, LLC4,000$271.8K0.06%00.0%Unchanged
Philadelphia Trust Co4,000$272.0K0.02%00.0%Unchanged
Capital Investment Advisors, LLC4,022$273.3K0.00%+185+4.8%Added
TritonPoint Partners, LLC3,990$274.9K0.10%00.0%Unchanged
Kathmere Capital Management, LLC4,051$275.3K0.02%+12+0.3%Added
Regions Financial Corp4,067$276.4K0.00%00.0%Unchanged
Greenleaf Trust4,084$277.5K0.00%+174+4.5%Added
Parallel Advisors, LLC4,098$278.5K0.01%−68−1.6%Reduced
Mission Creek Capital Partners, Inc.4,131$280.7K0.06%−1,369−24.9%Reduced
Resources Investment Advisors, LLC.4,169$283.3K0.00%−716−14.7%Reduced
Frec Markets, Inc.4,181$284.1K0.05%+4,181New
FIL Ltd4,191$284.8K0.00%+1,487+55.0%Added
Grant Private Wealth Management Inc4,197$285.2K0.15%+4,197New
Havemeyer Place LP4,246$288.6K0.03%+4,246New
Advocate Investing Services LLC4,259$289.4K0.25%+10.0%Added
Kingswood Wealth Advisors, LLC4,268$290.0K0.01%−1,367−24.3%Reduced
National Bank of Canada4,278$291.2K0.00%+1,015+31.1%Added
Carret Asset Management, LLC4,332$294.4K0.03%00.0%Unchanged
Mystic Asset Management, Inc.4,426$300.8K0.07%00.0%Unchanged
Dividend Assets Capital, LLC4,500$305.8K0.06%00.0%Unchanged
Golden State Equity Partners4,528$307.7K0.02%+4,528New
Barlow Wealth Partners, Inc.4,206$311.2K0.03%00.0%Unchanged
Verity Asset Management, Inc.4,600$312.6K0.13%+1,074+30.5%Added
GAMMA Investing LLC4,602$312.8K0.01%+735+19.0%Added
Jacobs Equity LLC4,610$313.3K0.28%−258−5.3%Reduced