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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 4,651 | $316.1K | 0.00% | −51,403−91.7% | Reduced |
| Strathmore Capital Advisors, Inc. | 4,327 | $316.4K | 0.09% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,609 | $317.5K | 0.03% | +662+16.8% | Added |
| Inspire Advisors, LLC | 4,677 | $317.9K | 0.03% | +1,223+35.4% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,707 | $319.9K | 0.00% | +4,707 | New |
| Burney Co | 4,727 | $321.2K | 0.01% | +217+4.8% | Added |
| Daymark Wealth Partners, LLC | 4,764 | $323.8K | 0.01% | +20.0% | Added |
| Profund Advisors LLC | 4,780 | $324.8K | 0.01% | +96+2.0% | Added |
| Per Stirling Capital Management, LLC. | 4,780 | $324.9K | 0.04% | +110+2.4% | Added |
| Miracle Mile Advisors, LLC | 4,781 | $324.9K | 0.00% | −34−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 4,787 | $325.5K | 0.01% | +4,787 | New |
| Claris Financial LLC | 4,810 | $326.9K | 0.18% | +26+0.5% | Added |
| Plato Investment Management Ltd | 4,853 | $330.0K | 0.02% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,882 | $331.8K | 0.05% | −10−0.2% | Reduced |
| Apollon Financial, LLC | 4,910 | $333.7K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,933 | $335.2K | 0.00% | +307+6.6% | Added |
| Widmann Financial Services, Inc. | 4,985 | $338.8K | 0.20% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,986 | $338.8K | 0.01% | −820−14.1% | Reduced |
| Signaturefd, LLC | 4,987 | $338.9K | 0.01% | +568+12.9% | Added |
| First Affirmative Financial Network | 5,006 | $340.2K | 0.13% | +5,006 | New |
| Seeds Investor LLC | 4,751 | $340.2K | 0.05% | −111−2.3% | Reduced |
| Summit Wealth Group, LLC | 5,010 | $340.5K | 0.08% | +14+0.3% | Added |
| Abel Hall, LLC | 5,018 | $341.0K | 0.07% | +5,018 | New |
| Credit Agricole S A | 5,029 | $341.8K | 0.00% | +168+3.5% | Added |
| Family Legacy, Inc. | 5,059 | $343.8K | 0.10% | −4−0.1% | Reduced |
| TCG Advisory Services, LLC | 5,078 | $345.1K | 0.01% | +1,449+39.9% | Added |
| Gutierrez Wealth Advisory, LLC | 5,084 | $345.5K | 0.21% | −522−9.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,105 | $346.9K | 0.09% | +7+0.1% | Added |
| Western Wealth Management, LLC | 5,106 | $347.0K | 0.01% | +12+0.2% | Added |
| Benjamin Edwards Inc | 5,106 | $347.0K | 0.00% | +110+2.2% | Added |
| Rodgers Brothers Inc. | 5,150 | $350.0K | 0.04% | +5,150 | New |
| Ticino Wealth | 5,000 | $351.3K | 0.12% | −5,000−50.0% | Reduced |
| Park Avenue Securities LLC | 5,183 | $352.0K | 0.00% | +346+7.2% | Added |
| Huntington National Bank | 5,180 | $352.0K | 0.00% | +4,148+401.9% | Added |
| STRS Ohio | 5,184 | $352.3K | 0.00% | −8−0.2% | Reduced |
| Flagship Private Wealth, LLC | 5,196 | $353.1K | 0.14% | +13+0.3% | Added |
| International Assets Investment Management, LLC | 5,123 | $355.5K | 0.02% | −268−5.0% | Reduced |
| Jackson Wealth Management, LLC | 5,233 | $356.0K | 0.04% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 5,249 | $356.7K | 0.15% | +440+9.1% | Added |
| Ameritas Advisory Services, LLC | 5,275 | $358.5K | 0.01% | −793−13.1% | Reduced |
| Stratos Wealth Partners, LTD. | 5,307 | $360.7K | 0.00% | −7,928−59.9% | Reduced |
| RSM US Wealth Management LLC | 5,242 | $361.8K | 0.00% | −2,710−34.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,008 | $364.9K | 0.01% | +512+11.4% | Added |
| Harbour Investments, Inc. | 5,382 | $365.8K | 0.01% | +903+20.2% | Added |
| Herold Advisors, Inc. | 5,389 | $366.2K | 0.08% | +16+0.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,444 | $370.0K | 0.18% | +25+0.5% | Added |
| Ethos Financial Group, LLC | 5,751 | $370.1K | 0.03% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,464 | $371.3K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,487 | $372.9K | 0.04% | +18+0.3% | Added |
| Centaurus Financial, Inc. | 5,616 | $382.0K | 0.02% | +4+0.1% | Added |
| Vise Technologies, Inc. | 5,961 | $383.6K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $383.6K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,655 | $384.4K | 0.00% | +393+7.5% | Added |
| Allen Capital Group, LLC | 5,700 | $387.4K | 0.03% | +7+0.1% | Added |
| Stronghold Wealth Management L.L.C. | 5,704 | $387.6K | 0.59% | −35−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $387.6K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,768 | $392.0K | 0.00% | +322+5.9% | Added |
| Oak Thistle LLC | 5,774 | $392.4K | 0.04% | −39,630−87.3% | Reduced |
| Sagewood Asset Management LP | 5,791 | $393.6K | 0.12% | +1,033+21.7% | Added |
| Retirement Planning Co of New England, Inc. | 5,859 | $398.2K | 0.16% | +50+0.9% | Added |
| Woodward Diversified Capital, LLC | 5,408 | $400.1K | 0.18% | +165+3.1% | Added |
| Jacobi Capital Management LLC | 5,895 | $400.6K | 0.02% | +9+0.2% | Added |
| Accurate Wealth Management, LLC | 5,607 | $401.6K | 0.05% | +819+17.1% | Added |
| Aptus Capital Advisors, LLC | 5,954 | $404.9K | 0.00% | +5,954 | New |
| Hilltop Holdings Inc. | 6,030 | $409.8K | 0.04% | −3,171−34.5% | Reduced |
| Osmosis Investment Management UK Ltd | 6,013 | $413.7K | 0.01% | −28,809−82.7% | Reduced |
| Virtus ETF Advisers LLC | 6,103 | $414.8K | 0.19% | 00.0% | Unchanged |
| Prudential PLC | 6,132 | $416.7K | 0.00% | −28,431−82.3% | Reduced |
| Gilbert & Cook, Inc. | 6,168 | $419.2K | 0.05% | +108+1.8% | Added |
| Valeo Financial Advisors, LLC | 6,175 | $419.7K | 0.01% | +236+4.0% | Added |
| Equitable Holdings, Inc. | 6,514 | $420.5K | 0.00% | +456+7.5% | Added |
| Axis Wealth Partners, LLC | 6,198 | $421.2K | 0.22% | −832−11.8% | Reduced |
| Rockport Wealth LLC | 6,271 | $426.2K | 0.08% | 00.0% | Unchanged |
| North Dakota State Investment Board | 6,337 | $430.7K | 0.02% | −1,279−16.8% | Reduced |
| Dynamic Advisor Solutions LLC | 6,349 | $431.5K | 0.01% | +68+1.1% | Added |
| Peddock Capital Advisors, LLC | 6,356 | $432.0K | 0.10% | 00.0% | Unchanged |
| Avion Wealth | 6,426 | $436.0K | 0.09% | 00.0% | Unchanged |
| Ignite Planners, LLC | 6,447 | $438.8K | 0.07% | −183−2.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,466 | $439.4K | 0.01% | −1,360−17.4% | Reduced |
| Everence Capital Management Inc | 6,500 | $442.0K | 0.03% | +2,020+45.1% | Added |
| GeoWealth Management, LLC | 6,511 | $442.5K | 0.02% | −436−6.3% | Reduced |
| MKT Advisors LLC | 6,265 | $444.3K | 0.15% | −400−6.0% | Reduced |
| Essex Financial Services, Inc. | 6,584 | $447.5K | 0.03% | +6,584 | New |
| MQS Management LLC | 6,718 | $456.6K | 0.31% | +2,608+63.5% | Added |
| Focus Financial Network, Inc. | 6,744 | $458.4K | 0.02% | −1,036−13.3% | Reduced |
| E. Ohman J:or Asset Management AB | 6,750 | $458.7K | 0.01% | −2,850−29.7% | Reduced |
| D.A. Davidson & Co. | 6,935 | $471.3K | 0.00% | +738+11.9% | Added |
| Silver Oak Securities, Inc | 6,955 | $472.7K | 0.03% | +294+4.4% | Added |
| Gen-Wealth Partners Inc | 7,014 | $476.7K | 0.15% | −558−7.4% | Reduced |
| Commerzbank Aktiengesellschaft | 7,029 | $478.0K | 0.01% | −1,251−15.1% | Reduced |
| Shelton Capital Management | 7,097 | $482.3K | 0.01% | −313−4.2% | Reduced |
| Glenmede Trust Co NA | 7,175 | $487.6K | 0.00% | −301−4.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,188 | $488.5K | 0.11% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,211 | $490.1K | 0.05% | +262+3.8% | Added |
| Diligent Investors, LLC | 7,274 | $494.3K | 0.12% | +24+0.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,300 | $496.1K | 0.34% | +96+1.3% | Added |
| Armstrong, Fleming & Moore, Inc | 7,327 | $497.9K | 0.21% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,374 | $501.1K | 0.01% | +7,374 | New |
| Bridgewater Associates, LP | 7,392 | $502.4K | 0.00% | −26,311−78.1% | Reduced |
| HighPoint Advisor Group LLC | 7,482 | $508.5K | 0.02% | −42,756−85.1% | Reduced |