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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 346,578 | $23.6M | 0.03% | +247,182+248.7% | Added |
| FMR LLC | 358,176 | $24.3M | 0.00% | −592−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 355,400 | $24.4M | 0.10% | 00.0% | Unchanged |
| Brown Advisory Inc | 363,294 | $24.7M | 0.04% | +1,166+0.3% | Added |
| Arbejdsmarkedets Tillaegspension | 375,914 | $25.5M | 0.64% | +18,304+5.1% | Added |
| Vanguard Asset Management, Ltd | 384,974 | $26.2M | 0.02% | +384,974 | New |
| California State Teachers Retirement System | 391,940 | $26.6M | 0.03% | −2,478−0.6% | Reduced |
| Wells Fargo & Company | 401,266 | $27.3M | 0.01% | +1,614+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 404,518 | $27.5M | 0.02% | +25,719+6.8% | Added |
| Nomura Asset Management Co Ltd | 409,762 | $27.8M | 0.07% | +9,814+2.5% | Added |
| Asset Management One Co.,Ltd. | 419,021 | $28.5M | 0.08% | −24,987−5.6% | Reduced |
| Citigroup Inc | 421,740 | $28.7M | 0.02% | +25,632+6.5% | Added |
| Deutsche Bank AG | 465,335 | $31.6M | 0.01% | +78,823+20.4% | Added |
| Gillson Capital LP | 470,700 | $32.0M | 2.62% | +470,700 | New |
| Caisse de Depot Et Placement du Quebec | 485,733 | $33.0M | 0.05% | −218,305−31.0% | Reduced |
| Principal Financial Group Inc | 488,973 | $33.2M | 0.02% | +17,812+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 505,240 | $34.3M | 0.08% | +4,253+0.8% | Added |
| Great West Life Assurance Co | 508,658 | $34.6M | 0.06% | −2350.0% | Reduced |
| D. E. Shaw & Co., Inc. | 518,754 | $35.3M | 0.03% | +513,957+10,714.1% | Added |
| Virginia Retirement Systems Et Al | 523,909 | $35.6M | 0.26% | +265,219+102.5% | Added |
| Millennium Management LLC | 525,408 | $35.7M | 0.03% | +471,393+872.7% | Added |
| Candriam Luxembourg S.C.A. | 537,187 | $36.5M | 0.19% | −4,036−0.7% | Reduced |
| Victory Capital Management Inc | 545,123 | $37.0M | 0.02% | −211,499−28.0% | Reduced |
| California Public Employees Retirement System | 550,877 | $37.4M | 0.02% | −43,979−7.4% | Reduced |
| Zacks Investment Management | 568,019 | $38.6M | 0.31% | +8,693+1.6% | Added |
| Raymond James Financial Inc | 568,637 | $38.6M | 0.01% | −57,101−9.1% | Reduced |
| Goldman Sachs Group Inc | 577,782 | $39.3M | 0.01% | +270,763+88.2% | Added |
| APG Asset Management US Inc. | 580,007 | $40.2M | 0.31% | −295,660−33.8% | Reduced |
| Schroder Investment Management Group | 620,885 | $41.6M | 0.03% | −13,340−2.1% | Reduced |
| Envestnet Asset Management Inc | 622,947 | $42.3M | 0.01% | +21,312+3.5% | Added |
| Rhumbline Advisers | 632,899 | $43.0M | 0.04% | +5,889+0.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 636,131 | $43.2M | 0.03% | −30,793−4.6% | Reduced |
| Swiss National Bank | 643,151 | $43.7M | 0.03% | +42,900+7.1% | Added |
| First Trust Advisors LP | 650,197 | $44.2M | 0.03% | +11,409+1.8% | Added |
| Alyeska Investment Group, L.P. | 664,468 | $45.2M | 0.13% | +222,822+50.5% | Added |
| Barclays PLC | 676,739 | $46.0M | 0.02% | −85,263−11.2% | Reduced |
| American Century Companies Inc | 679,231 | $46.2M | 0.02% | +146,123+27.4% | Added |
| Commonwealth Equity Services, LLC | 792,947 | $53.9M | 0.08% | −42,984−5.1% | Reduced |
| Two Sigma Investments, LP | 801,704 | $54.5M | 0.05% | +383,709+91.8% | Added |
| LPL Financial LLC | 805,034 | $54.7M | 0.01% | −37,608−4.5% | Reduced |
| Marshall Wace, LLP | 810,727 | $55.1M | 0.06% | +126,742+18.5% | Added |
| Ameriprise Financial Inc | 843,780 | $57.4M | 0.01% | +8,082+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 865,372 | $58.8M | 0.08% | +200,990+30.3% | Added |
| Amundi | 900,194 | $61.2M | 0.02% | +103,884+13.0% | Added |
| HSBC Holdings PLC | 928,438 | $63.1M | 0.04% | +5,898+0.6% | Added |
| Advisors Capital Management, LLC | 1,016,611 | $69.1M | 0.81% | +49,755+5.1% | Added |
| Captrust Financial Advisors | 1,095,162 | $74.4M | 0.13% | +64,797+6.3% | Added |
| Vanguard Fiduciary Trust Co | 1,361,945 | $92.6M | 0.02% | +1,361,945 | New |
| Bank of America Corp | 1,365,724 | $92.8M | 0.01% | +31,476+2.4% | Added |
| Wellington Management Group LLP | 1,425,993 | $96.9M | 0.02% | +206,452+16.9% | Added |
| Citadel Advisors LLC | 1,471,676 | $100.0M | 0.07% | +1,392,135+1,750.2% | Added |
| Equity Investment Corp | 1,582,830 | $107.6M | 2.11% | −43,281−2.7% | Reduced |
| UBS Group AG | 1,665,257 | $113.2M | 0.02% | +266,825+19.1% | Added |
| Morgan Stanley | 1,991,357 | $135.3M | 0.01% | −5,988−0.3% | Reduced |
| Nuveen, LLC | 2,126,145 | $144.5M | 0.04% | +1,557,050+273.6% | Added |
| UBS Asset Management Americas Inc | 2,205,215 | $149.9M | 0.03% | +41,930+1.9% | Added |
| Bank of New York Mellon Corp | 2,353,944 | $160.0M | 0.03% | +37,649+1.6% | Added |
| Northern Trust Corp | 2,659,540 | $180.7M | 0.02% | +49,404+1.9% | Added |
| Legal & General Group Plc | 2,743,172 | $186.4M | 0.04% | +44,116+1.6% | Added |
| Charles Schwab Investment Management Inc | 3,046,226 | $207.0M | 0.03% | +98,631+3.3% | Added |
| Dimensional Fund Advisors LP | 3,348,132 | $227.5M | 0.05% | +155,857+4.9% | Added |
| JPMorgan Chase & Co | 3,358,875 | $228.1M | 0.02% | +60,362+1.8% | Added |
| Massachusetts Financial Services Co | 4,190,933 | $289.8M | 0.10% | −22,080−0.5% | Reduced |
| Invesco Ltd. | 4,491,821 | $305.3M | 0.03% | +587,054+15.0% | Added |
| Geode Capital Management, LLC | 4,913,911 | $333.2M | 0.02% | +118,307+2.5% | Added |
| Vanguard Capital Management LLC | 9,993,190 | $679.1M | 0.02% | +9,993,190 | New |
| State Street Corp | 12,338,595 | $849.7M | 0.03% | +87,371+0.7% | Added |
| Vanguard Portfolio Management LLC | 19,151,176 | $1.30B | 0.07% | +19,151,176 | New |
| BlackRock, Inc. | 30,109,089 | $2.05B | 0.04% | +1,752,163+6.2% | Added |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −646,950−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −218,700−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −127,571−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −53,017−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,707−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −32,027−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,947−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −28,339−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,086−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,022−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −14,504−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −13,608−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −9,329−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,754−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −8,452−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −7,091−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −6,258−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,102−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −5,528−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −5,271−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,709−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −4,446−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −4,234−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −4,136−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |