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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 56,593 | $3.90M | 0.02% | +696+1.2% | Added |
| Teacher Retirement System of Texas | 56,704 | $3.85M | 0.02% | −31,905−36.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 56,314 | $3.83M | 0.96% | +520+0.9% | Added |
| HighTower Advisors, LLC | 52,589 | $3.57M | 0.00% | +3,049+6.2% | Added |
| Alpha Omega Wealth Management LLC | 51,380 | $3.49M | 0.57% | −40−0.1% | Reduced |
| Natixis Advisors, L.P. | 50,621 | $3.44M | 0.00% | +9,193+22.2% | Added |
| Stifel Financial Corp | 49,824 | $3.39M | 0.00% | +5,810+13.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 49,513 | $3.36M | 0.01% | +314+0.6% | Added |
| Baird Financial Group, Inc. | 49,426 | $3.36M | 0.01% | +291+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 49,096 | $3.34M | 0.05% | +66+0.1% | Added |
| Romano Brothers and Company | 48,835 | $3.32M | 0.38% | −75−0.2% | Reduced |
| UniSuper Management Pty Ltd | 48,800 | $3.32M | 0.02% | +300+0.6% | Added |
| NewSquare Capital LLC | 48,214 | $3.28M | 0.29% | −683−1.4% | Reduced |
| Hantz Financial Services, Inc. | 48,171 | $3.27M | 0.05% | +7,328+17.9% | Added |
| Vestcor Inc | 47,585 | $3.23M | 0.09% | +14,974+45.9% | Added |
| DnB Asset Management AS | 46,211 | $3.14M | 0.01% | +7,224+18.5% | Added |
| Freedom Financial Partners LLC | 45,839 | $3.12M | 1.11% | +1,551+3.5% | Added |
| Oregon Public Employees Retirement Fund | 44,819 | $3.05M | 0.04% | +1,200+2.8% | Added |
| Bank of Montreal | 44,697 | $3.04M | 0.00% | +3,957+9.7% | Added |
| Pensionfund DSM Netherlands | 44,300 | $3.01M | 1.74% | 00.0% | Unchanged |
| Mariner, LLC | 43,622 | $2.96M | 0.00% | −167−0.4% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.95M | 0.09% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 43,243 | $2.94M | 0.03% | +6,886+18.9% | Added |
| Presima Inc. | 43,207 | $2.94M | 1.65% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 40,973 | $2.88M | 1.55% | +3,129+8.3% | Added |
| CMH Wealth Management LLC | 41,780 | $2.88M | 0.49% | +41,780 | New |
| Coldstream Capital Management Inc | 41,997 | $2.85M | 0.04% | −1,122−2.6% | Reduced |
| NEOS Investment Management LLC | 41,493 | $2.82M | 0.01% | +11,205+37.0% | Added |
| Xponance, Inc. | 40,990 | $2.79M | 0.02% | +6,831+20.0% | Added |
| Capital Square, LLC | 37,920 | $2.77M | 1.28% | −273−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 40,371 | $2.74M | 0.08% | +209+0.5% | Added |
| Private Advisor Group, LLC | 39,010 | $2.65M | 0.01% | −1,267−3.1% | Reduced |
| OP Asset Management Ltd | 38,723 | $2.63M | 0.03% | +12,986+50.5% | Added |
| Rockefeller Capital Management L.P. | 38,687 | $2.63M | 0.00% | +702+1.8% | Added |
| Allstate Corp | 38,347 | $2.61M | 0.03% | +21,825+132.1% | Added |
| CWM Advisors, LLC | 36,985 | $2.51M | 0.15% | +10,687+40.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 36,992 | $2.51M | 0.01% | +6,700+22.1% | Added |
| Ethic Inc. | 36,680 | $2.49M | 0.04% | +14,027+61.9% | Added |
| Nomura Asset Management International Inc. | 35,688 | $2.42M | 0.00% | −1,699−4.5% | Reduced |
| Investmark Advisory Group LLC | 35,408 | $2.41M | 1.03% | +451+1.3% | Added |
| Utah Retirement Systems | 35,184 | $2.39M | 0.02% | −519−1.5% | Reduced |
| JustInvest LLC | 34,661 | $2.36M | 0.02% | −476−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 33,997 | $2.31M | 0.04% | −384−1.1% | Reduced |
| Arkadios Wealth Advisors | 33,801 | $2.30M | 0.04% | −4,153−10.9% | Reduced |
| Weaver Consulting Group | 33,715 | $2.29M | 0.55% | −212−0.6% | Reduced |
| Mutual Advisors, LLC | 33,363 | $2.27M | 0.05% | +4,145+14.2% | Added |
| Federated Hermes, Inc. | 33,261 | $2.26M | 0.00% | +8,825+36.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,246 | $2.26M | 0.02% | +221+0.7% | Added |
| Swiss Life Asset Management Ltd | 33,102 | $2.25M | 0.01% | +18,834+132.0% | Added |
| SFMG, LLC | 33,078 | $2.25M | 0.15% | −3,670−10.0% | Reduced |
| Cerity Partners LLC | 32,941 | $2.24M | 0.00% | +6,786+25.9% | Added |
| Knights of Columbus Asset Advisors LLC | 32,170 | $2.19M | 0.12% | +8,184+34.1% | Added |
| Ostrum Asset Management | 32,104 | $2.18M | 0.12% | −2,403−7.0% | Reduced |
| Guggenheim Capital LLC | 31,741 | $2.16M | 0.02% | +8,789+38.3% | Added |
| M&T Bank Corp | 31,580 | $2.15M | 0.01% | +1,453+4.8% | Added |
| Sanctuary Advisors, LLC | 31,543 | $2.14M | 0.01% | +3,112+10.9% | Added |
| Wellington Shields Capital Management, LLC | 31,177 | $2.12M | 0.32% | +1,000+3.3% | Added |
| Intech Investment Management LLC | 30,362 | $2.06M | 0.02% | +11,862+64.1% | Added |
| Toronto Dominion Bank | 30,286 | $2.06M | 0.00% | −222,041−88.0% | Reduced |
| British Columbia Investment Management Corp | 30,200 | $2.05M | 0.01% | −8,594−22.2% | Reduced |
| The PNC Financial Services Group, Inc. | 29,460 | $2.00M | 0.00% | −1,298−4.2% | Reduced |
| TD Asset Management Inc | 29,421 | $2.00M | 0.00% | +2,559+9.5% | Added |
| Mediolanum International Funds Ltd | 29,425 | $2.00M | 0.02% | +29,425 | New |
| Commerce Bank | 29,307 | $1.99M | 0.01% | +20,785+243.9% | Added |
| Brummer Multi-Strategy AB | 28,508 | $1.94M | 8.07% | +28,508 | New |
| Apollon Wealth Management, LLC | 28,323 | $1.92M | 0.03% | −5,804−17.0% | Reduced |
| Erste Asset Management GmbH | 28,300 | $1.92M | 0.02% | +5,900+26.3% | Added |
| Edgestream Partners, L.P. | 27,964 | $1.90M | 0.06% | −79,279−73.9% | Reduced |
| Gradient Capital Advisors, LLC | 27,925 | $1.90M | 0.49% | −72−0.3% | Reduced |
| BridgePort Financial Solutions, LLC | 27,764 | $1.89M | 0.53% | −508−1.8% | Reduced |
| New York Life Investment Management LLC | 27,324 | $1.86M | 0.02% | +7,533+38.1% | Added |
| Evergreen Wealth Solutions, LLC | 26,816 | $1.82M | 0.13% | +26,816 | New |
| Fiduciary Alliance LLC | 25,325 | $1.81M | 0.11% | −50.0% | Reduced |
| TT Capital Management LLC | 26,594 | $1.81M | 1.49% | −21,620−44.8% | Reduced |
| Flputnam Investment Management Co | 26,302 | $1.79M | 0.03% | −232−0.9% | Reduced |
| Inceptionr LLC | 26,239 | $1.78M | 0.43% | +26,239 | New |
| NorthRock Partners, LLC | 26,195 | $1.78M | 0.03% | +3,298+14.4% | Added |
| Assetmark, Inc | 26,159 | $1.78M | 0.00% | +661+2.6% | Added |
| Stordahl Capital Management, Inc. | 26,113 | $1.77M | 0.37% | +26,113 | New |
| National Pension Service | 26,061 | $1.77M | 0.00% | +16,965+186.5% | Added |
| Gateway Wealth Partners, LLC | 25,676 | $1.74M | 0.07% | +25,676 | New |
| Pathstone Holdings, LLC | 25,627 | $1.74M | 0.01% | +2,678+11.7% | Added |
| Excalibur Management Corp | 25,574 | $1.74M | 0.62% | −299−1.2% | Reduced |
| Cozad Asset Management Inc | 25,265 | $1.72M | 0.13% | −260−1.0% | Reduced |
| Picton Mahoney Asset Management | 25,075 | $1.70M | 0.02% | +12,941+106.7% | Added |
| Entropy Technologies, LP | 25,031 | $1.70M | 0.08% | +10,079+67.4% | Added |
| US Bancorp | 24,793 | $1.68M | 0.00% | −7,161−22.4% | Reduced |
| Voya Investment Management LLC | 24,587 | $1.67M | 0.00% | +4,911+25.0% | Added |
| Nordea Investment Management AB | 22,769 | $1.54M | 0.00% | +22+0.1% | Added |
| Summit Trail Advisors, LLC | 22,659 | $1.54M | 0.02% | +7,055+45.2% | Added |
| Inspirion Wealth Advisors, LLC | 22,599 | $1.54M | 0.19% | −742−3.2% | Reduced |
| Frank, Rimerman Advisors LLC | 22,386 | $1.52M | 0.10% | +100.0% | Added |
| Eurizon Capital SGR S.p.A. | 22,283 | $1.52M | 0.00% | +22,283 | New |
| Pensionfund Sabic | 22,304 | $1.52M | 1.83% | −20,500−47.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 22,000 | $1.50M | 0.02% | 00.0% | Unchanged |
| Hilltop Partners LLC | 21,930 | $1.49M | 0.38% | −1,779−7.5% | Reduced |
| Penserra Capital Management LLC | 21,896 | $1.49M | 0.02% | +611+2.9% | Added |
| New Insight Wealth Advisors | 21,867 | $1.49M | 0.53% | −3,723−14.5% | Reduced |
| Diversify Wealth Management, LLC | 20,611 | $1.48M | 0.03% | +20,611 | New |
| Belpointe Asset Management LLC | 21,650 | $1.47M | 0.05% | −404−1.8% | Reduced |