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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 84,010 | $5.71M | 0.64% | +590+0.7% | Added |
| Holocene Advisors, LP | 86,694 | $5.89M | 0.01% | +86,694 | New |
| Tredje AP-fonden | 86,930 | $5.91M | 0.03% | +64,252+283.3% | Added |
| State of Tennessee, Treasury Department | 87,307 | $5.93M | 0.02% | +5,478+6.7% | Added |
| KBC Group NV | 90,807 | $6.17M | 0.02% | −88,402−49.3% | Reduced |
| Advocate Group LLC | 91,645 | $6.23M | 0.97% | +4,262+4.9% | Added |
| Mercer Global Advisors Inc | 92,420 | $6.28M | 0.01% | −4,480−4.6% | Reduced |
| Heitman Real Estate Securities LLC | 92,468 | $6.28M | 0.45% | +55,481+150.0% | Added |
| APG Asset Management N.V. | 107,804 | $6.36M | 0.02% | −2,285−2.1% | Reduced |
| Thrivent Financial for Lutherans | 94,113 | $6.40M | 0.01% | +613+0.7% | Added |
| CI Private Wealth, LLC | 97,111 | $6.57M | 0.01% | +52,434+117.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 97,723 | $6.64M | 0.44% | −27,061−21.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 98,141 | $6.67M | 0.10% | +98,141 | New |
| Royal London Asset Management Ltd | 99,268 | $6.75M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 100,634 | $6.84M | 0.02% | −446−0.4% | Reduced |
| Amalgamated Bank | 100,848 | $6.85M | 0.05% | +4,411+4.6% | Added |
| Westwood Holdings Group Inc. | 100,976 | $6.86M | 0.05% | +30,250+42.8% | Added |
| Prairiewood Capital, LLC | 103,053 | $7.00M | 2.03% | +5,126+5.2% | Added |
| Pacer Advisors, Inc. | 104,740 | $7.12M | 0.02% | +851+0.8% | Added |
| Vanguard Global Advisers, LLC | 107,998 | $7.34M | 0.00% | +107,998 | New |
| Daiwa Securities Group Inc. | 108,416 | $7.37M | 0.02% | +4,360+4.2% | Added |
| Davenport & Co LLC | 108,491 | $7.37M | 0.04% | −43,227−28.5% | Reduced |
| Rock Point Advisors, LLC | 111,393 | $7.57M | 2.05% | −1,899−1.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 112,789 | $7.67M | 0.79% | +44,171+64.4% | Added |
| Kestra Advisory Services, LLC | 112,815 | $7.67M | 0.03% | −13,972−11.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,980 | $7.68M | 0.22% | +112,980 | New |
| MetLife Investment Management | 113,965 | $7.75M | 0.04% | +829+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 114,060 | $7.75M | 0.06% | +114,060 | New |
| State of Wisconsin Investment Board | 114,262 | $7.77M | 0.02% | −25,032−18.0% | Reduced |
| New York State Common Retirement Fund | 115,438 | $7.85M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 116,987 | $7.95M | 0.02% | −183,956−61.1% | Reduced |
| Verdence Capital Advisors LLC | 117,448 | $7.98M | 0.47% | +1,227+1.1% | Added |
| Stony Point Wealth Management Inc. | 120,230 | $8.17M | 3.25% | −3,253−2.6% | Reduced |
| Illinois Municipal Retirement Fund | 124,942 | $8.49M | 0.11% | −20,592−14.1% | Reduced |
| Manufacturers Life Insurance Company, The | 125,680 | $8.54M | 0.01% | −37,656−23.1% | Reduced |
| Crawford Investment Counsel Inc | 125,762 | $8.55M | 0.15% | +3,260+2.7% | Added |
| Resona Asset Management Co.,Ltd. | 127,428 | $8.66M | 0.04% | +3,363+2.7% | Added |
| Allworth Financial LP | 129,467 | $8.80M | 0.04% | −286−0.2% | Reduced |
| State of Alaska, Department of Revenue | 130,679 | $8.88M | 0.10% | +1,815+1.4% | Added |
| Danske Bank A/S | 136,138 | $9.25M | 0.02% | +1,100+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 137,667 | $9.36M | 0.11% | +5,185+3.9% | Added |
| LMR Partners LLP | 138,518 | $9.41M | 0.09% | +80,960+140.7% | Added |
| Creative Planning | 138,729 | $9.43M | 0.01% | +77+0.1% | Added |
| Standard Life Aberdeen plc | 138,850 | $9.44M | 0.02% | +2,225+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 141,374 | $9.61M | 0.24% | +4,208+3.1% | Added |
| SEI Investments Co | 142,355 | $9.67M | 0.01% | +33,060+30.2% | Added |
| Nomura Holdings Inc | 143,270 | $9.74M | 0.08% | −7,502−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 143,477 | $9.75M | 0.03% | −1,894−1.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 144,319 | $9.81M | 0.02% | +13,368+10.2% | Added |
| DekaBank Deutsche Girozentrale | 143,926 | $9.94M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 146,691 | $9.97M | 0.02% | +1,479+1.0% | Added |
| Van Eck Associates Corp | 148,113 | $10.1M | 0.01% | +17,015+13.0% | Added |
| Seven Grand Managers, LLC | 150,000 | $10.2M | 0.68% | +150,000 | New |
| New York State Teachers Retirement System | 152,027 | $10.3M | 0.02% | −26,138−14.7% | Reduced |
| Sequoia Financial Advisors, LLC | 153,460 | $10.4M | 0.06% | +2,941+2.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 153,462 | $10.4M | 0.05% | +27,734+22.1% | Added |
| Kempen Capital Management N.V. | 155,149 | $10.5M | 0.09% | −16,655−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 158,976 | $10.8M | 0.02% | −48,327−23.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 154,486 | $10.9M | 0.02% | −163,044−51.3% | Reduced |
| Macquarie Group Ltd | 164,758 | $11.2M | 0.07% | −2,337−1.4% | Reduced |
| Russell Investments Group, Ltd. | 166,130 | $11.3M | 0.01% | +59,096+55.2% | Added |
| Achmea Investment Management B.V. | 170,284 | $11.6M | 0.31% | −2,918−1.7% | Reduced |
| Truist Financial Corp | 176,941 | $12.0M | 0.02% | +1,789+1.0% | Added |
| Swedbank AB | 177,903 | $12.1M | 0.01% | +42,054+31.0% | Added |
| Korea Investment CORP | 179,550 | $12.2M | 0.03% | −46,084−20.4% | Reduced |
| State Board of Administration of Florida Retirement System | 181,007 | $12.3M | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 183,974 | $12.5M | 0.66% | +9,476+5.4% | Added |
| Aviva PLC | 188,758 | $12.8M | 0.02% | +4,842+2.6% | Added |
| Lighthouse Investment Partners, LLC | 200,000 | $13.6M | 0.51% | +40,000+25.0% | Added |
| CSM Advisors, LLC | 201,206 | $13.7M | 0.34% | −77,573−27.8% | Reduced |
| Franklin Resources Inc | 204,848 | $13.9M | 0.00% | −57,506−21.9% | Reduced |
| Price T Rowe Associates Inc | 206,181 | $14.0M | 0.00% | +22,883+12.5% | Added |
| Colony Group, LLC | 208,143 | $14.1M | 0.02% | −11,792−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 209,629 | $14.2M | 0.01% | −1,547−0.7% | Reduced |
| Natixis | 214,754 | $14.6M | 0.06% | +214,754 | New |
| Carnegie Capital Asset Management, LLC | 215,152 | $14.6M | 0.28% | +7,578+3.7% | Added |
| Brookfield Asset Management Inc. | 220,014 | $15.0M | 0.02% | +220,014 | New |
| Pictet Asset Management Holding SA | 229,879 | $15.6M | 0.02% | −56,454−19.7% | Reduced |
| SG Americas Securities, LLC | 233,158 | $15.8M | 0.02% | +122,903+111.5% | Added |
| Geneos Wealth Management Inc. | 245,228 | $16.7M | 0.39% | −22,276−8.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 252,395 | $17.2M | 0.05% | +252,395 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262,048 | $17.8M | 0.02% | −10,263−3.8% | Reduced |
| Retirement Systems of Alabama | 268,661 | $18.3M | 0.06% | +5,651+2.1% | Added |
| Royal Bank of Canada | 270,488 | $18.4M | 0.00% | +36,090+15.4% | Added |
| Allianz Asset Management GmbH | 270,724 | $18.4M | 0.02% | +725+0.3% | Added |
| SEB Asset Management AB | 277,169 | $18.8M | 0.08% | +277,169 | New |
| Quantinno Capital Management LP | 280,897 | $19.1M | 0.03% | +106,456+61.0% | Added |
| Storebrand Asset Management AS | 282,148 | $19.2M | 0.06% | +146,350+107.8% | Added |
| Jefferies Financial Group Inc. | 287,250 | $19.5M | 0.24% | +282,617+6,100.1% | Added |
| AQR Capital Management LLC | 289,067 | $19.5M | 0.01% | −35,655−11.0% | Reduced |
| Alliancebernstein L.P. | 314,106 | $20.2M | 0.01% | −6,218−1.9% | Reduced |
| Treasurer of the State of North Carolina | 312,295 | $21.2M | 0.07% | +23,342+8.1% | Added |
| TruWealth Advisors, LLC | 314,898 | $21.4M | 1.03% | +14,877+5.0% | Added |
| Public Employees Retirement System of Ohio | 318,317 | $21.6M | 0.07% | −51,631−14.0% | Reduced |
| Private Management Group Inc | 327,259 | $22.2M | 0.64% | −35,924−9.9% | Reduced |
| Berkshire Asset Management LLC | 330,788 | $22.5M | 0.96% | +2,644+0.8% | Added |
| Jain Global LLC | 332,363 | $22.6M | 0.29% | +89,336+36.8% | Added |
| Cetera Investment Advisers | 335,880 | $22.8M | 0.02% | −14,034−4.0% | Reduced |
| CWM, LLC | 342,841 | $23.3M | 0.06% | −11,368−3.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 345,828 | $23.5M | 0.05% | +27,240+8.6% | Added |