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 |
|---|---|---|---|---|---|
| My Portfolio Guide, LLC | 7,515 | $510.7K | 0.28% | +7,515 | New |
| Round Rock Advisors, LLC | 7,634 | $518.8K | 0.08% | 00.0% | Unchanged |
| FLC Capital Advisors | 7,635 | $518.9K | 0.09% | +273+3.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,651 | $520.0K | 0.03% | +27+0.4% | Added |
| Krane Funds Advisors LLC | 7,547 | $526.1K | 0.02% | +1,573+26.3% | Added |
| Brevan Howard Capital Management LP | 7,769 | $528.0K | 0.01% | +2,747+54.7% | Added |
| Hudson Portfolio Management LLC | 7,867 | $534.6K | 0.45% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,925 | $538.6K | 0.03% | −11,855−59.9% | Reduced |
| Diversify Advisory Services, LLC | 7,557 | $544.6K | 0.08% | −13,217−63.6% | Reduced |
| Intrua Financial, LLC | 8,032 | $545.9K | 0.06% | −254−3.1% | Reduced |
| Saudi Central Bank | 8,089 | $549.7K | 0.01% | +8,089 | New |
| NBC Securities, Inc. | 8,170 | $555.3K | 0.04% | +67+0.8% | Added |
| Archer Investment Corp | 8,216 | $558.4K | 0.12% | +48+0.6% | Added |
| Sterling Capital Management LLC | 8,226 | $559.0K | 0.01% | −4,624−36.0% | Reduced |
| Apella Capital, LLC | 7,677 | $567.9K | 0.01% | +74+1.0% | Added |
| Colonial Trust Co | 8,357 | $567.9K | 0.08% | +285+3.5% | Added |
| Bradley Foster & Sargent Inc | 8,388 | $570.0K | 0.01% | −294−3.4% | Reduced |
| GWM Advisors LLC | 8,413 | $571.7K | 0.00% | −659−7.3% | Reduced |
| Woodline Partners LP | 8,578 | $583.0K | 0.00% | +4,543+112.6% | Added |
| Savant Capital, LLC | 8,599 | $584.4K | 0.00% | +3,206+59.4% | Added |
| Tokio Marine Asset Management Co Ltd | 8,650 | $587.9K | 0.02% | −75−0.9% | Reduced |
| Brookwood Investment Group LLC | 8,651 | $587.9K | 0.07% | −285−3.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,653 | $588.1K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 8,660 | $588.5K | 0.15% | 00.0% | Unchanged |
| Groupe la Francaise | 8,758 | $595.2K | 0.01% | +8,758 | New |
| VestGen Advisors, LLC | 7,987 | $596.9K | 0.02% | +2,828+54.8% | Added |
| ProShare Advisors LLC | 8,784 | $597.0K | 0.00% | −30.0% | Reduced |
| Ballentine Partners, LLC | 8,862 | $602.3K | 0.01% | +661+8.1% | Added |
| Capital Investment Advisory Services, LLC | 8,930 | $606.9K | 0.04% | +101+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,966 | $609.3K | 0.00% | −352−3.8% | Reduced |
| Spirit of America Management Corp | 9,200 | $625.2K | 0.12% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 9,223 | $626.8K | 0.04% | +348+3.9% | Added |
| SRS Capital Advisors, Inc. | 9,239 | $628.3K | 0.02% | −5,803−38.6% | Reduced |
| Laraway Financial Inc | 9,251 | $628.7K | 0.44% | 00.0% | Unchanged |
| Old Port Advisors | 9,330 | $634.1K | 0.15% | −6−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 9,334 | $634.3K | 0.00% | −3,774−28.8% | Reduced |
| We Are One Seven, LLC | 9,455 | $642.6K | 0.01% | +840+9.8% | Added |
| Prosperity Consulting Group, LLC | 9,492 | $645.1K | 0.03% | +308+3.4% | Added |
| C2C Wealth Management, LLC | 9,579 | $651.0K | 0.55% | +9+0.1% | Added |
| Ossiam | 9,651 | $655.9K | 0.01% | +1,058+12.3% | Added |
| Liberty One Investment Management, LLC | 9,717 | $660.4K | 0.07% | +1,070+12.4% | Added |
| Tudor Investment Corp Et Al | 9,829 | $668.0K | 0.00% | +9,829 | New |
| Norinchukin Bank, The | 9,853 | $669.6K | 0.01% | −299−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,858 | $669.9K | 0.00% | −99−1.0% | Reduced |
| Liberty Square Wealth Partners LLC | 9,912 | $673.6K | 0.19% | +11+0.1% | Added |
| Invst, LLC | 9,965 | $677.2K | 0.08% | −414−4.0% | Reduced |
| Accel Wealth Management | 9,997 | $679.4K | 0.18% | +76+0.8% | Added |
| Centersquare Investment Management LLC | 10,004 | $679.9K | 0.01% | +10,004 | New |
| Pinnacle Financial Partners, Inc. | 10,072 | $684.5K | 0.01% | +46+0.5% | Added |
| PEAK6 LLC | 10,075 | $684.7K | 0.02% | +10,075 | New |
| Omers Administration Corp | 10,076 | $684.8K | 0.00% | +2,240+28.6% | Added |
| Advisory Services Network, LLC | 10,094 | $686.0K | 0.01% | −1,849−15.5% | Reduced |
| MAI Capital Management | 10,117 | $687.5K | 0.00% | −27−0.3% | Reduced |
| Dudley Capital Management, LLC | 10,175 | $691.5K | 0.30% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $698.7K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,289 | $699.3K | 0.00% | +4,947+92.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $700.0K | 0.15% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 10,309 | $700.6K | 0.24% | +1,770+20.7% | Added |
| Atomi Financial Group, Inc. | 10,415 | $707.8K | 0.02% | −112−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,599 | $720.3K | 0.00% | −115,443−91.6% | Reduced |
| Evergreen Capital Management LLC | 10,598 | $727.3K | 0.02% | +4,697+79.6% | Added |
| Gsa Capital Partners LLP | 10,807 | $734.0K | 0.05% | +10,807 | New |
| EFG International AG | 10,884 | $739.7K | 0.02% | +3,653+50.5% | Added |
| Rakuten Investment Management, Inc. | 10,941 | $743.0K | 0.00% | +1,664+17.9% | Added |
| BLB&B Advisors, LLC | 11,049 | $750.9K | 0.03% | +10.0% | Added |
| Vident Advisory, LLC | 11,170 | $759.1K | 0.01% | −1,249−10.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 11,182 | $759.9K | 0.16% | −185−1.6% | Reduced |
| Client 1st Advisory Group, LLC | 11,208 | $761.7K | 0.23% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 11,324 | $769.6K | 0.01% | +11,324 | New |
| DoubleLine ETF Adviser LP | 11,357 | $771.8K | 0.29% | −2,797−19.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,375 | $773.0K | 0.00% | +1,538+15.6% | Added |
| Maryland State Retirement & Pension System | 11,398 | $774.6K | 0.02% | +1,271+12.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,498 | $781.4K | 0.01% | −26,197−69.5% | Reduced |
| Stephens Inc | 11,586 | $787.4K | 0.01% | +132+1.2% | Added |
| WealthPlan Investment Management, LLC | 11,777 | $800.4K | 0.04% | +3,177+36.9% | Added |
| Cooper Financial Group | 11,821 | $803.4K | 0.08% | +112+1.0% | Added |
| Toroso Investments, LLC | 11,850 | $804.7K | 0.00% | +1,289+12.2% | Added |
| Merit Financial Group, LLC | 11,867 | $806.5K | 0.01% | −468−3.8% | Reduced |
| Founders Financial Alliance, LLC | 11,873 | $806.8K | 0.15% | +54+0.5% | Added |
| AE Wealth Management LLC | 11,880 | $807.4K | 0.00% | +836+7.6% | Added |
| Independent Advisor Alliance | 11,953 | $812.3K | 0.01% | +27+0.2% | Added |
| Venture Visionary Partners LLC | 11,975 | $813.8K | 0.03% | +2,007+20.1% | Added |
| DRW Securities, LLC | 11,998 | $815.4K | 0.04% | +1,163+10.7% | Added |
| Waldron Private Wealth LLC | 12,041 | $818.3K | 0.03% | −18,033−60.0% | Reduced |
| PFG Investments, LLC | 12,051 | $819.0K | 0.04% | −1,385−10.3% | Reduced |
| Sofos Investments, Inc. | 12,112 | $823.1K | 0.15% | −159−1.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,146 | $825.0K | 0.01% | +1,550+14.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,183 | $828.0K | 0.01% | +514+4.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 12,212 | $830.0K | 0.11% | +520+4.4% | Added |
| RB Capital Management, LLC | 12,276 | $834.3K | 0.18% | −237−1.9% | Reduced |
| Pensionmark Financial Group, LLC | 12,398 | $842.6K | 0.01% | −71−0.6% | Reduced |
| Demars Financial Group, LLC | 12,592 | $855.8K | 0.28% | +2,657+26.7% | Added |
| Perigon Wealth Management, LLC | 12,619 | $857.6K | 0.02% | −104−0.8% | Reduced |
| Wealthspire Advisors, LLC | 12,750 | $866.5K | 0.01% | +692+5.7% | Added |
| Pasadena Private Wealth, LLC | 12,926 | $878.4K | 0.12% | +41+0.3% | Added |
| Howe & Rusling Inc | 13,049 | $886.8K | 0.06% | −104−0.8% | Reduced |
| Everstar Asset Management, LLC | 13,095 | $889.9K | 0.47% | +360+2.8% | Added |
| Vista Investment Management | 13,135 | $892.7K | 0.30% | −66−0.5% | Reduced |
| AIA Group Ltd | 13,299 | $903.8K | 0.01% | −535−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 13,397 | $910.5K | 0.02% | +1,106+9.0% | Added |