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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 13,465 | $915.1K | 0.01% | +30.0% | Added |
| LRI Investments, LLC | 13,532 | $919.7K | 0.08% | −600−4.2% | Reduced |
| Abn Amro Investment Solutions | 13,543 | $920.4K | 0.01% | +355+2.7% | Added |
| Atria Investments LLC | 13,643 | $927.2K | 0.01% | −136−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 13,670 | $929.0K | 0.01% | −297−2.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 13,670 | $929.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 13,811 | $938.6K | 0.03% | +50.0% | Added |
| Cullen Capital Management LLC | 13,817 | $939.0K | 0.01% | −30−0.2% | Reduced |
| Bahl & Gaynor Inc | 13,843 | $940.8K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 13,883 | $943.5K | 0.22% | 00.0% | Unchanged |
| Applied Capital LLC | 14,057 | $955.3K | 0.70% | −92−0.7% | Reduced |
| EP Wealth Advisors, LLC | 14,090 | $957.6K | 0.00% | +941+7.2% | Added |
| Signal Advisors Wealth, LLC | 14,111 | $959.0K | 0.07% | +1,732+14.0% | Added |
| Farther Finance Advisors, LLC | 13,916 | $965.6K | 0.01% | −600−4.1% | Reduced |
| Buckingham Strategic Partners | 14,261 | $969.2K | 0.01% | +4,104+40.4% | Added |
| Modern Wealth Management, LLC | 13,991 | $970.8K | 0.02% | +426+3.1% | Added |
| Simplex Trading, LLC | 14,799 | $1.01M | 0.03% | +14,799 | New |
| Integrated Wealth Concepts LLC | 14,818 | $1.01M | 0.01% | +9,054+157.1% | Added |
| Verition Fund Management LLC | 14,833 | $1.01M | 0.01% | +14,833 | New |
| Vanderbilt University | 14,968 | $1.02M | 0.19% | +162+1.1% | Added |
| Summit Wealth Group LLC | 15,046 | $1.02M | 0.11% | +11,295+301.1% | Added |
| Kovack Advisors, Inc. | 15,037 | $1.03M | 0.05% | +8,658+135.7% | Added |
| Wealthstar Advisors, LLC | 15,445 | $1.05M | 0.62% | +52+0.3% | Added |
| IHT Wealth Management, LLC | 15,606 | $1.06M | 0.02% | +5,602+56.0% | Added |
| Investment Management Corp of Ontario | 15,718 | $1.07M | 0.01% | +900+6.1% | Added |
| Quadrant Capital Group LLC | 15,771 | $1.07M | 0.03% | −2,613−14.2% | Reduced |
| Nisa Investment Advisors, LLC | 15,552 | $1.08M | 0.00% | −8,130−34.3% | Reduced |
| RMB Capital Management, LLC | 16,081 | $1.09M | 0.02% | +26+0.2% | Added |
| Securian Asset Management, Inc | 16,153 | $1.10M | 0.04% | +183+1.1% | Added |
| Siemens Fonds Invest GmbH | 16,232 | $1.10M | 0.06% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 16,286 | $1.11M | 0.44% | −100−0.6% | Reduced |
| Oppenheimer & Co Inc | 16,339 | $1.11M | 0.01% | −52−0.3% | Reduced |
| Blair William & Co | 16,462 | $1.12M | 0.00% | +354+2.2% | Added |
| Crossmark Global Holdings, Inc. | 16,465 | $1.12M | 0.02% | +453+2.8% | Added |
| Associated Banc-Corp | 16,725 | $1.14M | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 16,789 | $1.14M | 0.04% | +9,592+133.3% | Added |
| Samalin Investment Counsel, LLC | 16,871 | $1.15M | 0.41% | +1,209+7.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,986 | $1.15M | 0.00% | −1,622−8.7% | Reduced |
| Harbor Investment Advisory, LLC | 17,064 | $1.16M | 0.09% | −90−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 17,153 | $1.17M | 0.03% | +6,763+65.1% | Added |
| Prudential Financial Inc | 17,181 | $1.17M | 0.00% | −17,107−49.9% | Reduced |
| Arete Wealth Advisors, LLC | 17,524 | $1.19M | 0.09% | +450+2.6% | Added |
| Colonial Trust Advisors | 17,639 | $1.20M | 0.09% | −27−0.2% | Reduced |
| Axq Capital, LP | 17,693 | $1.20M | 0.15% | +11,748+197.6% | Added |
| Independent Financial Group, LLC | 18,030 | $1.23M | 0.03% | +1,869+11.6% | Added |
| Naviter Wealth, LLC | 17,965 | $1.24M | 0.15% | +1,750+10.8% | Added |
| Sienna Gestion | 18,182 | $1.24M | 0.08% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 18,580 | $1.26M | 1.14% | −932−4.8% | Reduced |
| NewEdge Wealth, LLC | 18,794 | $1.28M | 0.02% | +3,182+20.4% | Added |
| Hancock Whitney Corp | 19,014 | $1.29M | 0.02% | −131−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 19,042 | $1.29M | 0.04% | −351−1.8% | Reduced |
| Bank of Nova Scotia | 19,173 | $1.30M | 0.00% | +3,659+23.6% | Added |
| Avanza Fonder AB | 19,199 | $1.30M | 0.04% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 19,403 | $1.32M | 0.13% | −17,859−47.9% | Reduced |
| Laurel Oak Wealth Management, LLC | 19,492 | $1.32M | 0.22% | −4,534−18.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,739 | $1.34M | 0.01% | +1,092+5.9% | Added |
| HORAN Wealth, LLC | 19,773 | $1.34M | 0.13% | +1,962+11.0% | Added |
| Moors & Cabot, Inc. | 19,865 | $1.35M | 0.06% | −300−1.5% | Reduced |
| Mackenzie Financial Corp | 19,936 | $1.35M | 0.00% | −334−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 20,336 | $1.38M | 0.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 20,412 | $1.39M | 0.16% | −8,861−30.3% | Reduced |
| Graham Capital Management, L.P. | 20,685 | $1.41M | 0.05% | +8,195+65.6% | Added |
| Janus Henderson Group PLC | 20,691 | $1.41M | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 20,986 | $1.43M | 0.07% | −1,154−5.2% | Reduced |
| Summit Financial, LLC | 20,738 | $1.43M | 0.02% | +297+1.5% | Added |
| Jones Financial Companies LLLP | 21,340 | $1.44M | 0.00% | +4,415+26.1% | Added |
| HB Wealth Management, LLC | 21,257 | $1.44M | 0.01% | +438+2.1% | Added |
| Kestra Private Wealth Services, LLC | 21,474 | $1.46M | 0.02% | +146+0.7% | Added |
| Jeppson Wealth Management, LLC | 21,490 | $1.46M | 0.46% | −166−0.8% | Reduced |
| Belpointe Asset Management LLC | 21,650 | $1.47M | 0.05% | −404−1.8% | Reduced |
| Diversify Wealth Management, LLC | 20,611 | $1.48M | 0.03% | +20,611 | New |
| New Insight Wealth Advisors | 21,867 | $1.49M | 0.53% | −3,723−14.5% | Reduced |
| Penserra Capital Management LLC | 21,896 | $1.49M | 0.02% | +611+2.9% | Added |
| Hilltop Partners LLC | 21,930 | $1.49M | 0.38% | −1,779−7.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 22,000 | $1.50M | 0.02% | 00.0% | Unchanged |
| Pensionfund Sabic | 22,304 | $1.52M | 1.83% | −20,500−47.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 22,283 | $1.52M | 0.00% | +22,283 | New |
| Frank, Rimerman Advisors LLC | 22,386 | $1.52M | 0.10% | +100.0% | Added |
| Inspirion Wealth Advisors, LLC | 22,599 | $1.54M | 0.19% | −742−3.2% | Reduced |
| Summit Trail Advisors, LLC | 22,659 | $1.54M | 0.02% | +7,055+45.2% | Added |
| Nordea Investment Management AB | 22,769 | $1.54M | 0.00% | +22+0.1% | Added |
| Voya Investment Management LLC | 24,587 | $1.67M | 0.00% | +4,911+25.0% | Added |
| US Bancorp | 24,793 | $1.68M | 0.00% | −7,161−22.4% | Reduced |
| Entropy Technologies, LP | 25,031 | $1.70M | 0.08% | +10,079+67.4% | Added |
| Picton Mahoney Asset Management | 25,075 | $1.70M | 0.02% | +12,941+106.7% | Added |
| Cozad Asset Management Inc | 25,265 | $1.72M | 0.13% | −260−1.0% | Reduced |
| Excalibur Management Corp | 25,574 | $1.74M | 0.62% | −299−1.2% | Reduced |
| Pathstone Holdings, LLC | 25,627 | $1.74M | 0.01% | +2,678+11.7% | Added |
| Gateway Wealth Partners, LLC | 25,676 | $1.74M | 0.07% | +25,676 | New |
| National Pension Service | 26,061 | $1.77M | 0.00% | +16,965+186.5% | Added |
| Stordahl Capital Management, Inc. | 26,113 | $1.77M | 0.37% | +26,113 | New |
| Assetmark, Inc | 26,159 | $1.78M | 0.00% | +661+2.6% | Added |
| NorthRock Partners, LLC | 26,195 | $1.78M | 0.03% | +3,298+14.4% | Added |
| Inceptionr LLC | 26,239 | $1.78M | 0.43% | +26,239 | New |
| Flputnam Investment Management Co | 26,302 | $1.79M | 0.03% | −232−0.9% | Reduced |
| TT Capital Management LLC | 26,594 | $1.81M | 1.49% | −21,620−44.8% | Reduced |
| Fiduciary Alliance LLC | 25,325 | $1.81M | 0.11% | −50.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 26,816 | $1.82M | 0.13% | +26,816 | New |
| New York Life Investment Management LLC | 27,324 | $1.86M | 0.02% | +7,533+38.1% | Added |
| BridgePort Financial Solutions, LLC | 27,764 | $1.89M | 0.53% | −508−1.8% | Reduced |