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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 21,490 | $1.46M | 0.46% | −166−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 21,474 | $1.46M | 0.02% | +146+0.7% | Added |
| HB Wealth Management, LLC | 21,257 | $1.44M | 0.01% | +438+2.1% | Added |
| Jones Financial Companies LLLP | 21,340 | $1.44M | 0.00% | +4,415+26.1% | Added |
| Summit Financial, LLC | 20,738 | $1.43M | 0.02% | +297+1.5% | Added |
| Cornerstone Wealth Management, LLC | 20,986 | $1.43M | 0.07% | −1,154−5.2% | Reduced |
| Janus Henderson Group PLC | 20,691 | $1.41M | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 20,685 | $1.41M | 0.05% | +8,195+65.6% | Added |
| Griffin Asset Management, Inc. | 20,412 | $1.39M | 0.16% | −8,861−30.3% | Reduced |
| Public Employees Retirement Association of Colorado | 20,336 | $1.38M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 19,936 | $1.35M | 0.00% | −334−1.6% | Reduced |
| Moors & Cabot, Inc. | 19,865 | $1.35M | 0.06% | −300−1.5% | Reduced |
| HORAN Wealth, LLC | 19,773 | $1.34M | 0.13% | +1,962+11.0% | Added |
| O'Shaughnessy Asset Management, LLC | 19,739 | $1.34M | 0.01% | +1,092+5.9% | Added |
| Laurel Oak Wealth Management, LLC | 19,492 | $1.32M | 0.22% | −4,534−18.9% | Reduced |
| Royal Fund Management, LLC | 19,403 | $1.32M | 0.13% | −17,859−47.9% | Reduced |
| Avanza Fonder AB | 19,199 | $1.30M | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 19,173 | $1.30M | 0.00% | +3,659+23.6% | Added |
| J.W. Cole Advisors, Inc. | 19,042 | $1.29M | 0.04% | −351−1.8% | Reduced |
| Hancock Whitney Corp | 19,014 | $1.29M | 0.02% | −131−0.7% | Reduced |
| NewEdge Wealth, LLC | 18,794 | $1.28M | 0.02% | +3,182+20.4% | Added |
| Clarion Wealth Managment Partners, LLC | 18,580 | $1.26M | 1.14% | −932−4.8% | Reduced |
| Sienna Gestion | 18,182 | $1.24M | 0.08% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 17,965 | $1.24M | 0.15% | +1,750+10.8% | Added |
| Independent Financial Group, LLC | 18,030 | $1.23M | 0.03% | +1,869+11.6% | Added |
| Axq Capital, LP | 17,693 | $1.20M | 0.15% | +11,748+197.6% | Added |
| Colonial Trust Advisors | 17,639 | $1.20M | 0.09% | −27−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 17,524 | $1.19M | 0.09% | +450+2.6% | Added |
| Prudential Financial Inc | 17,181 | $1.17M | 0.00% | −17,107−49.9% | Reduced |
| Gulf International Bank (UK) Ltd | 17,153 | $1.17M | 0.03% | +6,763+65.1% | Added |
| Harbor Investment Advisory, LLC | 17,064 | $1.16M | 0.09% | −90−0.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,986 | $1.15M | 0.00% | −1,622−8.7% | Reduced |
| Samalin Investment Counsel, LLC | 16,871 | $1.15M | 0.41% | +1,209+7.7% | Added |
| Skopos Labs, Inc. | 16,789 | $1.14M | 0.04% | +9,592+133.3% | Added |
| Associated Banc-Corp | 16,725 | $1.14M | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,465 | $1.12M | 0.02% | +453+2.8% | Added |
| Blair William & Co | 16,462 | $1.12M | 0.00% | +354+2.2% | Added |
| Oppenheimer & Co Inc | 16,339 | $1.11M | 0.01% | −52−0.3% | Reduced |
| Carnegie Lake Advisors LLC | 16,286 | $1.11M | 0.44% | −100−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 16,232 | $1.10M | 0.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 16,153 | $1.10M | 0.04% | +183+1.1% | Added |
| RMB Capital Management, LLC | 16,081 | $1.09M | 0.02% | +26+0.2% | Added |
| Nisa Investment Advisors, LLC | 15,552 | $1.08M | 0.00% | −8,130−34.3% | Reduced |
| Quadrant Capital Group LLC | 15,771 | $1.07M | 0.03% | −2,613−14.2% | Reduced |
| Investment Management Corp of Ontario | 15,718 | $1.07M | 0.01% | +900+6.1% | Added |
| IHT Wealth Management, LLC | 15,606 | $1.06M | 0.02% | +5,602+56.0% | Added |
| Wealthstar Advisors, LLC | 15,445 | $1.05M | 0.62% | +52+0.3% | Added |
| Kovack Advisors, Inc. | 15,037 | $1.03M | 0.05% | +8,658+135.7% | Added |
| Summit Wealth Group LLC | 15,046 | $1.02M | 0.11% | +11,295+301.1% | Added |
| Vanderbilt University | 14,968 | $1.02M | 0.19% | +162+1.1% | Added |
| Verition Fund Management LLC | 14,833 | $1.01M | 0.01% | +14,833 | New |
| Integrated Wealth Concepts LLC | 14,818 | $1.01M | 0.01% | +9,054+157.1% | Added |
| Simplex Trading, LLC | 14,799 | $1.01M | 0.03% | +14,799 | New |
| Modern Wealth Management, LLC | 13,991 | $970.8K | 0.02% | +426+3.1% | Added |
| Buckingham Strategic Partners | 14,261 | $969.2K | 0.01% | +4,104+40.4% | Added |
| Farther Finance Advisors, LLC | 13,916 | $965.6K | 0.01% | −600−4.1% | Reduced |
| Signal Advisors Wealth, LLC | 14,111 | $959.0K | 0.07% | +1,732+14.0% | Added |
| EP Wealth Advisors, LLC | 14,090 | $957.6K | 0.00% | +941+7.2% | Added |
| Applied Capital LLC | 14,057 | $955.3K | 0.70% | −92−0.7% | Reduced |
| Roof Eidam & Maycock | 13,883 | $943.5K | 0.22% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,843 | $940.8K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 13,817 | $939.0K | 0.01% | −30−0.2% | Reduced |
| Texas Yale Capital Corp. | 13,811 | $938.6K | 0.03% | +50.0% | Added |
| Nicholas Hoffman & Company, LLC. | 13,670 | $929.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,670 | $929.0K | 0.01% | −297−2.1% | Reduced |
| Atria Investments LLC | 13,643 | $927.2K | 0.01% | −136−1.0% | Reduced |
| Abn Amro Investment Solutions | 13,543 | $920.4K | 0.01% | +355+2.7% | Added |
| LRI Investments, LLC | 13,532 | $919.7K | 0.08% | −600−4.2% | Reduced |
| Warren Averett Asset Management, LLC | 13,465 | $915.1K | 0.01% | +30.0% | Added |
| Tower Research Capital LLC (TRC) | 13,397 | $910.5K | 0.02% | +1,106+9.0% | Added |
| AIA Group Ltd | 13,299 | $903.8K | 0.01% | −535−3.9% | Reduced |
| Vista Investment Management | 13,135 | $892.7K | 0.30% | −66−0.5% | Reduced |
| Everstar Asset Management, LLC | 13,095 | $889.9K | 0.47% | +360+2.8% | Added |
| Howe & Rusling Inc | 13,049 | $886.8K | 0.06% | −104−0.8% | Reduced |
| Pasadena Private Wealth, LLC | 12,926 | $878.4K | 0.12% | +41+0.3% | Added |
| Wealthspire Advisors, LLC | 12,750 | $866.5K | 0.01% | +692+5.7% | Added |
| Perigon Wealth Management, LLC | 12,619 | $857.6K | 0.02% | −104−0.8% | Reduced |
| Demars Financial Group, LLC | 12,592 | $855.8K | 0.28% | +2,657+26.7% | Added |
| Pensionmark Financial Group, LLC | 12,398 | $842.6K | 0.01% | −71−0.6% | Reduced |
| RB Capital Management, LLC | 12,276 | $834.3K | 0.18% | −237−1.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 12,212 | $830.0K | 0.11% | +520+4.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,183 | $828.0K | 0.01% | +514+4.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,146 | $825.0K | 0.01% | +1,550+14.6% | Added |
| Sofos Investments, Inc. | 12,112 | $823.1K | 0.15% | −159−1.3% | Reduced |
| PFG Investments, LLC | 12,051 | $819.0K | 0.04% | −1,385−10.3% | Reduced |
| Waldron Private Wealth LLC | 12,041 | $818.3K | 0.03% | −18,033−60.0% | Reduced |
| DRW Securities, LLC | 11,998 | $815.4K | 0.04% | +1,163+10.7% | Added |
| Venture Visionary Partners LLC | 11,975 | $813.8K | 0.03% | +2,007+20.1% | Added |
| Independent Advisor Alliance | 11,953 | $812.3K | 0.01% | +27+0.2% | Added |
| AE Wealth Management LLC | 11,880 | $807.4K | 0.00% | +836+7.6% | Added |
| Founders Financial Alliance, LLC | 11,873 | $806.8K | 0.15% | +54+0.5% | Added |
| Merit Financial Group, LLC | 11,867 | $806.5K | 0.01% | −468−3.8% | Reduced |
| Toroso Investments, LLC | 11,850 | $804.7K | 0.00% | +1,289+12.2% | Added |
| Cooper Financial Group | 11,821 | $803.4K | 0.08% | +112+1.0% | Added |
| WealthPlan Investment Management, LLC | 11,777 | $800.4K | 0.04% | +3,177+36.9% | Added |
| Stephens Inc | 11,586 | $787.4K | 0.01% | +132+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,498 | $781.4K | 0.01% | −26,197−69.5% | Reduced |
| Maryland State Retirement & Pension System | 11,398 | $774.6K | 0.02% | +1,271+12.6% | Added |
| Steward Partners Investment Advisory, LLC | 11,375 | $773.0K | 0.00% | +1,538+15.6% | Added |
| DoubleLine ETF Adviser LP | 11,357 | $771.8K | 0.29% | −2,797−19.8% | Reduced |