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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 200,000 | $13.6M | 0.51% | +40,000+25.0% | Added |
| Aviva PLC | 188,758 | $12.8M | 0.02% | +4,842+2.6% | Added |
| Tectonic Advisors LLC | 183,974 | $12.5M | 0.66% | +9,476+5.4% | Added |
| State Board of Administration of Florida Retirement System | 181,007 | $12.3M | 0.02% | 00.0% | Unchanged |
| Korea Investment CORP | 179,550 | $12.2M | 0.03% | −46,084−20.4% | Reduced |
| Swedbank AB | 177,903 | $12.1M | 0.01% | +42,054+31.0% | Added |
| Truist Financial Corp | 176,941 | $12.0M | 0.02% | +1,789+1.0% | Added |
| Achmea Investment Management B.V. | 170,284 | $11.6M | 0.31% | −2,918−1.7% | Reduced |
| Russell Investments Group, Ltd. | 166,130 | $11.3M | 0.01% | +59,096+55.2% | Added |
| Macquarie Group Ltd | 164,758 | $11.2M | 0.07% | −2,337−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 154,486 | $10.9M | 0.02% | −163,044−51.3% | Reduced |
| Advisor Group Holdings, Inc. | 158,976 | $10.8M | 0.02% | −48,327−23.3% | Reduced |
| Kempen Capital Management N.V. | 155,149 | $10.5M | 0.09% | −16,655−9.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 153,462 | $10.4M | 0.05% | +27,734+22.1% | Added |
| Sequoia Financial Advisors, LLC | 153,460 | $10.4M | 0.06% | +2,941+2.0% | Added |
| New York State Teachers Retirement System | 152,027 | $10.3M | 0.02% | −26,138−14.7% | Reduced |
| Seven Grand Managers, LLC | 150,000 | $10.2M | 0.68% | +150,000 | New |
| Van Eck Associates Corp | 148,113 | $10.1M | 0.01% | +17,015+13.0% | Added |
| Janney Montgomery Scott LLC | 146,691 | $9.97M | 0.02% | +1,479+1.0% | Added |
| DekaBank Deutsche Girozentrale | 143,926 | $9.94M | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 144,319 | $9.81M | 0.02% | +13,368+10.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,477 | $9.75M | 0.03% | −1,894−1.3% | Reduced |
| Nomura Holdings Inc | 143,270 | $9.74M | 0.08% | −7,502−5.0% | Reduced |
| SEI Investments Co | 142,355 | $9.67M | 0.01% | +33,060+30.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 141,374 | $9.61M | 0.24% | +4,208+3.1% | Added |
| Standard Life Aberdeen plc | 138,850 | $9.44M | 0.02% | +2,225+1.6% | Added |
| Creative Planning | 138,729 | $9.43M | 0.01% | +77+0.1% | Added |
| LMR Partners LLP | 138,518 | $9.41M | 0.09% | +80,960+140.7% | Added |
| Cullen/Frost Bankers, Inc. | 137,667 | $9.36M | 0.11% | +5,185+3.9% | Added |
| Danske Bank A/S | 136,138 | $9.25M | 0.02% | +1,100+0.8% | Added |
| State of Alaska, Department of Revenue | 130,679 | $8.88M | 0.10% | +1,815+1.4% | Added |
| Allworth Financial LP | 129,467 | $8.80M | 0.04% | −286−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 127,428 | $8.66M | 0.04% | +3,363+2.7% | Added |
| Crawford Investment Counsel Inc | 125,762 | $8.55M | 0.15% | +3,260+2.7% | Added |
| Manufacturers Life Insurance Company, The | 125,680 | $8.54M | 0.01% | −37,656−23.1% | Reduced |
| Illinois Municipal Retirement Fund | 124,942 | $8.49M | 0.11% | −20,592−14.1% | Reduced |
| Stony Point Wealth Management Inc. | 120,230 | $8.17M | 3.25% | −3,253−2.6% | Reduced |
| Verdence Capital Advisors LLC | 117,448 | $7.98M | 0.47% | +1,227+1.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 116,987 | $7.95M | 0.02% | −183,956−61.1% | Reduced |
| New York State Common Retirement Fund | 115,438 | $7.85M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 114,262 | $7.77M | 0.02% | −25,032−18.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 114,060 | $7.75M | 0.06% | +114,060 | New |
| MetLife Investment Management | 113,965 | $7.75M | 0.04% | +829+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112,980 | $7.68M | 0.22% | +112,980 | New |
| Kestra Advisory Services, LLC | 112,815 | $7.67M | 0.03% | −13,972−11.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 112,789 | $7.67M | 0.79% | +44,171+64.4% | Added |
| Rock Point Advisors, LLC | 111,393 | $7.57M | 2.05% | −1,899−1.7% | Reduced |
| Davenport & Co LLC | 108,491 | $7.37M | 0.04% | −43,227−28.5% | Reduced |
| Daiwa Securities Group Inc. | 108,416 | $7.37M | 0.02% | +4,360+4.2% | Added |
| Vanguard Global Advisers, LLC | 107,998 | $7.34M | 0.00% | +107,998 | New |
| Pacer Advisors, Inc. | 104,740 | $7.12M | 0.02% | +851+0.8% | Added |
| Prairiewood Capital, LLC | 103,053 | $7.00M | 2.03% | +5,126+5.2% | Added |
| Westwood Holdings Group Inc. | 100,976 | $6.86M | 0.05% | +30,250+42.8% | Added |
| Amalgamated Bank | 100,848 | $6.85M | 0.05% | +4,411+4.6% | Added |
| CIBC Asset Management Inc | 100,634 | $6.84M | 0.02% | −446−0.4% | Reduced |
| Royal London Asset Management Ltd | 99,268 | $6.75M | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 98,141 | $6.67M | 0.10% | +98,141 | New |
| Kepler Cheuvreux (Suisse) SA | 97,723 | $6.64M | 0.44% | −27,061−21.7% | Reduced |
| CI Private Wealth, LLC | 97,111 | $6.57M | 0.01% | +52,434+117.4% | Added |
| Thrivent Financial for Lutherans | 94,113 | $6.40M | 0.01% | +613+0.7% | Added |
| APG Asset Management N.V. | 107,804 | $6.36M | 0.02% | −2,285−2.1% | Reduced |
| Heitman Real Estate Securities LLC | 92,468 | $6.28M | 0.45% | +55,481+150.0% | Added |
| Mercer Global Advisors Inc | 92,420 | $6.28M | 0.01% | −4,480−4.6% | Reduced |
| Advocate Group LLC | 91,645 | $6.23M | 0.97% | +4,262+4.9% | Added |
| KBC Group NV | 90,807 | $6.17M | 0.02% | −88,402−49.3% | Reduced |
| State of Tennessee, Treasury Department | 87,307 | $5.93M | 0.02% | +5,478+6.7% | Added |
| Tredje AP-fonden | 86,930 | $5.91M | 0.03% | +64,252+283.3% | Added |
| Holocene Advisors, LP | 86,694 | $5.89M | 0.01% | +86,694 | New |
| Sheets Smith Wealth Management | 84,010 | $5.71M | 0.64% | +590+0.7% | Added |
| Mutual of America Capital Management LLC | 83,982 | $5.71M | 0.06% | −7,221−7.9% | Reduced |
| Ensign Peak Advisors, Inc | 83,554 | $5.68M | 0.01% | +993+1.2% | Added |
| Neuberger Berman Group LLC | 83,515 | $5.68M | 0.00% | −13,672−14.1% | Reduced |
| Wealthfront Advisers LLC | 83,181 | $5.65M | 0.01% | −1,778−2.1% | Reduced |
| Adams Asset Advisors, LLC | 82,388 | $5.60M | 0.63% | +9,070+12.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,284 | $5.46M | 0.03% | +33,350+71.1% | Added |
| IFM Investors Pty Ltd | 78,994 | $5.37M | 0.04% | +458+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,073 | $5.03M | 0.04% | +437+0.6% | Added |
| MML Investors Services, LLC | 73,908 | $5.02M | 0.01% | −42,673−36.6% | Reduced |
| Yousif Capital Management, LLC | 73,338 | $4.98M | 0.06% | −3,373−4.4% | Reduced |
| Renaissance Technologies LLC | 71,300 | $4.85M | 0.01% | −92,700−56.5% | Reduced |
| Voloridge Investment Management, LLC | 69,721 | $4.74M | 0.02% | +69,721 | New |
| Te Ahumairangi Investment Management Ltd | 69,317 | $4.71M | 0.79% | −9,980−12.6% | Reduced |
| Cohen Capital Management, Inc. | 69,189 | $4.70M | 0.73% | −952−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.63M | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 66,599 | $4.53M | 0.03% | +1,124+1.7% | Added |
| New Age Alpha Advisors, LLC | 65,675 | $4.46M | 0.21% | +932+1.4% | Added |
| Ontario Teachers Pension Plan Board | 65,618 | $4.46M | 0.13% | −44,870−40.6% | Reduced |
| Beacon Pointe Advisors, LLC | 64,624 | $4.39M | 0.02% | +5,053+8.5% | Added |
| State of Michigan Retirement System | 63,600 | $4.32M | 0.02% | +900+1.4% | Added |
| Louisiana State Employees Retirement System | 63,500 | $4.32M | 0.08% | +2,900+4.8% | Added |
| CIBC Bancorp USA Inc. | 63,491 | $4.31M | 0.01% | +63,491 | New |
| Nissay Asset Management Corp | 63,364 | $4.31M | 0.02% | +1,614+2.6% | Added |
| State of New Jersey Common Pension Fund D | 62,826 | $4.27M | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 62,467 | $4.25M | 0.10% | +62,467 | New |
| Dupree Financial Group, LLC | 62,015 | $4.21M | 1.70% | −26,487−29.9% | Reduced |
| Arizona State Retirement System | 59,563 | $4.05M | 0.02% | −608−1.0% | Reduced |
| Metis Global Partners, LLC | 59,506 | $4.04M | 0.10% | +5,430+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 58,767 | $4.00M | 0.01% | −6,777−10.3% | Reduced |
| Handelsbanken Fonder AB | 58,800 | $4.00M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 58,193 | $3.95M | 0.01% | +58,193 | New |