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 |
|---|---|---|---|---|---|
| Gradient Capital Advisors, LLC | 27,925 | $1.90M | 0.49% | −72−0.3% | Reduced |
| Edgestream Partners, L.P. | 27,964 | $1.90M | 0.06% | −79,279−73.9% | Reduced |
| Erste Asset Management GmbH | 28,300 | $1.92M | 0.02% | +5,900+26.3% | Added |
| Apollon Wealth Management, LLC | 28,323 | $1.92M | 0.03% | −5,804−17.0% | Reduced |
| Brummer Multi-Strategy AB | 28,508 | $1.94M | 8.07% | +28,508 | New |
| Commerce Bank | 29,307 | $1.99M | 0.01% | +20,785+243.9% | Added |
| Mediolanum International Funds Ltd | 29,425 | $2.00M | 0.02% | +29,425 | New |
| TD Asset Management Inc | 29,421 | $2.00M | 0.00% | +2,559+9.5% | Added |
| The PNC Financial Services Group, Inc. | 29,460 | $2.00M | 0.00% | −1,298−4.2% | Reduced |
| British Columbia Investment Management Corp | 30,200 | $2.05M | 0.01% | −8,594−22.2% | Reduced |
| Toronto Dominion Bank | 30,286 | $2.06M | 0.00% | −222,041−88.0% | Reduced |
| Intech Investment Management LLC | 30,362 | $2.06M | 0.02% | +11,862+64.1% | Added |
| Wellington Shields Capital Management, LLC | 31,177 | $2.12M | 0.32% | +1,000+3.3% | Added |
| Sanctuary Advisors, LLC | 31,543 | $2.14M | 0.01% | +3,112+10.9% | Added |
| M&T Bank Corp | 31,580 | $2.15M | 0.01% | +1,453+4.8% | Added |
| Guggenheim Capital LLC | 31,741 | $2.16M | 0.02% | +8,789+38.3% | Added |
| Ostrum Asset Management | 32,104 | $2.18M | 0.12% | −2,403−7.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 32,170 | $2.19M | 0.12% | +8,184+34.1% | Added |
| Cerity Partners LLC | 32,941 | $2.24M | 0.00% | +6,786+25.9% | Added |
| SFMG, LLC | 33,078 | $2.25M | 0.15% | −3,670−10.0% | Reduced |
| Swiss Life Asset Management Ltd | 33,102 | $2.25M | 0.01% | +18,834+132.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,246 | $2.26M | 0.02% | +221+0.7% | Added |
| Federated Hermes, Inc. | 33,261 | $2.26M | 0.00% | +8,825+36.1% | Added |
| Mutual Advisors, LLC | 33,363 | $2.27M | 0.05% | +4,145+14.2% | Added |
| Weaver Consulting Group | 33,715 | $2.29M | 0.55% | −212−0.6% | Reduced |
| Arkadios Wealth Advisors | 33,801 | $2.30M | 0.04% | −4,153−10.9% | Reduced |
| Wealthcare Advisory Partners LLC | 33,997 | $2.31M | 0.04% | −384−1.1% | Reduced |
| JustInvest LLC | 34,661 | $2.36M | 0.02% | −476−1.4% | Reduced |
| Utah Retirement Systems | 35,184 | $2.39M | 0.02% | −519−1.5% | Reduced |
| Investmark Advisory Group LLC | 35,408 | $2.41M | 1.03% | +451+1.3% | Added |
| Nomura Asset Management International Inc. | 35,688 | $2.42M | 0.00% | −1,699−4.5% | Reduced |
| Ethic Inc. | 36,680 | $2.49M | 0.04% | +14,027+61.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 36,992 | $2.51M | 0.01% | +6,700+22.1% | Added |
| CWM Advisors, LLC | 36,985 | $2.51M | 0.15% | +10,687+40.6% | Added |
| Allstate Corp | 38,347 | $2.61M | 0.03% | +21,825+132.1% | Added |
| Rockefeller Capital Management L.P. | 38,687 | $2.63M | 0.00% | +702+1.8% | Added |
| OP Asset Management Ltd | 38,723 | $2.63M | 0.03% | +12,986+50.5% | Added |
| Private Advisor Group, LLC | 39,010 | $2.65M | 0.01% | −1,267−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 40,371 | $2.74M | 0.08% | +209+0.5% | Added |
| Capital Square, LLC | 37,920 | $2.77M | 1.28% | −273−0.7% | Reduced |
| Xponance, Inc. | 40,990 | $2.79M | 0.02% | +6,831+20.0% | Added |
| NEOS Investment Management LLC | 41,493 | $2.82M | 0.01% | +11,205+37.0% | Added |
| Coldstream Capital Management Inc | 41,997 | $2.85M | 0.04% | −1,122−2.6% | Reduced |
| CMH Wealth Management LLC | 41,780 | $2.88M | 0.49% | +41,780 | New |
| Meixler Investment Management, Ltd. | 40,973 | $2.88M | 1.55% | +3,129+8.3% | Added |
| Presima Inc. | 43,207 | $2.94M | 1.65% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 43,243 | $2.94M | 0.03% | +6,886+18.9% | Added |
| New Mexico Educational Retirement Board | 43,400 | $2.95M | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 43,622 | $2.96M | 0.00% | −167−0.4% | Reduced |
| Pensionfund DSM Netherlands | 44,300 | $3.01M | 1.74% | 00.0% | Unchanged |
| Bank of Montreal | 44,697 | $3.04M | 0.00% | +3,957+9.7% | Added |
| Oregon Public Employees Retirement Fund | 44,819 | $3.05M | 0.04% | +1,200+2.8% | Added |
| Freedom Financial Partners LLC | 45,839 | $3.12M | 1.11% | +1,551+3.5% | Added |
| DnB Asset Management AS | 46,211 | $3.14M | 0.01% | +7,224+18.5% | Added |
| Vestcor Inc | 47,585 | $3.23M | 0.09% | +14,974+45.9% | Added |
| Hantz Financial Services, Inc. | 48,171 | $3.27M | 0.05% | +7,328+17.9% | Added |
| NewSquare Capital LLC | 48,214 | $3.28M | 0.29% | −683−1.4% | Reduced |
| UniSuper Management Pty Ltd | 48,800 | $3.32M | 0.02% | +300+0.6% | Added |
| Romano Brothers and Company | 48,835 | $3.32M | 0.38% | −75−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 49,096 | $3.34M | 0.05% | +66+0.1% | Added |
| Baird Financial Group, Inc. | 49,426 | $3.36M | 0.01% | +291+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 49,513 | $3.36M | 0.01% | +314+0.6% | Added |
| Stifel Financial Corp | 49,824 | $3.39M | 0.00% | +5,810+13.2% | Added |
| Natixis Advisors, L.P. | 50,621 | $3.44M | 0.00% | +9,193+22.2% | Added |
| Alpha Omega Wealth Management LLC | 51,380 | $3.49M | 0.57% | −40−0.1% | Reduced |
| HighTower Advisors, LLC | 52,589 | $3.57M | 0.00% | +3,049+6.2% | Added |
| Brown, Lisle/Cummings, Inc. | 56,314 | $3.83M | 0.96% | +520+0.9% | Added |
| Teacher Retirement System of Texas | 56,704 | $3.85M | 0.02% | −31,905−36.0% | Reduced |
| Cresset Asset Management, LLC | 56,593 | $3.90M | 0.02% | +696+1.2% | Added |
| Acadian Asset Management LLC | 58,193 | $3.95M | 0.01% | +58,193 | New |
| Handelsbanken Fonder AB | 58,800 | $4.00M | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 58,767 | $4.00M | 0.01% | −6,777−10.3% | Reduced |
| Metis Global Partners, LLC | 59,506 | $4.04M | 0.10% | +5,430+10.0% | Added |
| Arizona State Retirement System | 59,563 | $4.05M | 0.02% | −608−1.0% | Reduced |
| Dupree Financial Group, LLC | 62,015 | $4.21M | 1.70% | −26,487−29.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 62,467 | $4.25M | 0.10% | +62,467 | New |
| State of New Jersey Common Pension Fund D | 62,826 | $4.27M | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 63,364 | $4.31M | 0.02% | +1,614+2.6% | Added |
| CIBC Bancorp USA Inc. | 63,491 | $4.31M | 0.01% | +63,491 | New |
| Louisiana State Employees Retirement System | 63,500 | $4.32M | 0.08% | +2,900+4.8% | Added |
| State of Michigan Retirement System | 63,600 | $4.32M | 0.02% | +900+1.4% | Added |
| Beacon Pointe Advisors, LLC | 64,624 | $4.39M | 0.02% | +5,053+8.5% | Added |
| Ontario Teachers Pension Plan Board | 65,618 | $4.46M | 0.13% | −44,870−40.6% | Reduced |
| New Age Alpha Advisors, LLC | 65,675 | $4.46M | 0.21% | +932+1.4% | Added |
| Exchange Traded Concepts, LLC | 66,599 | $4.53M | 0.03% | +1,124+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.63M | 0.04% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 69,189 | $4.70M | 0.73% | −952−1.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 69,317 | $4.71M | 0.79% | −9,980−12.6% | Reduced |
| Voloridge Investment Management, LLC | 69,721 | $4.74M | 0.02% | +69,721 | New |
| Renaissance Technologies LLC | 71,300 | $4.85M | 0.01% | −92,700−56.5% | Reduced |
| Yousif Capital Management, LLC | 73,338 | $4.98M | 0.06% | −3,373−4.4% | Reduced |
| MML Investors Services, LLC | 73,908 | $5.02M | 0.01% | −42,673−36.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,073 | $5.03M | 0.04% | +437+0.6% | Added |
| IFM Investors Pty Ltd | 78,994 | $5.37M | 0.04% | +458+0.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,284 | $5.46M | 0.03% | +33,350+71.1% | Added |
| Adams Asset Advisors, LLC | 82,388 | $5.60M | 0.63% | +9,070+12.4% | Added |
| Wealthfront Advisers LLC | 83,181 | $5.65M | 0.01% | −1,778−2.1% | Reduced |
| Neuberger Berman Group LLC | 83,515 | $5.68M | 0.00% | −13,672−14.1% | Reduced |
| Ensign Peak Advisors, Inc | 83,554 | $5.68M | 0.01% | +993+1.2% | Added |
| Mutual of America Capital Management LLC | 83,982 | $5.71M | 0.06% | −7,221−7.9% | Reduced |