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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 11,324 | $769.6K | 0.01% | +11,324 | New |
| Client 1st Advisory Group, LLC | 11,208 | $761.7K | 0.23% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 11,182 | $759.9K | 0.16% | −185−1.6% | Reduced |
| Vident Advisory, LLC | 11,170 | $759.1K | 0.01% | −1,249−10.1% | Reduced |
| BLB&B Advisors, LLC | 11,049 | $750.9K | 0.03% | +10.0% | Added |
| Rakuten Investment Management, Inc. | 10,941 | $743.0K | 0.00% | +1,664+17.9% | Added |
| EFG International AG | 10,884 | $739.7K | 0.02% | +3,653+50.5% | Added |
| Gsa Capital Partners LLP | 10,807 | $734.0K | 0.05% | +10,807 | New |
| Evergreen Capital Management LLC | 10,598 | $727.3K | 0.02% | +4,697+79.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,599 | $720.3K | 0.00% | −115,443−91.6% | Reduced |
| Atomi Financial Group, Inc. | 10,415 | $707.8K | 0.02% | −112−1.1% | Reduced |
| Family Wealth Partners, LLC | 10,309 | $700.6K | 0.24% | +1,770+20.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $700.0K | 0.15% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,289 | $699.3K | 0.00% | +4,947+92.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $698.7K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 10,175 | $691.5K | 0.30% | 00.0% | Unchanged |
| MAI Capital Management | 10,117 | $687.5K | 0.00% | −27−0.3% | Reduced |
| Advisory Services Network, LLC | 10,094 | $686.0K | 0.01% | −1,849−15.5% | Reduced |
| Omers Administration Corp | 10,076 | $684.8K | 0.00% | +2,240+28.6% | Added |
| PEAK6 LLC | 10,075 | $684.7K | 0.02% | +10,075 | New |
| Pinnacle Financial Partners, Inc. | 10,072 | $684.5K | 0.01% | +46+0.5% | Added |
| Centersquare Investment Management LLC | 10,004 | $679.9K | 0.01% | +10,004 | New |
| Accel Wealth Management | 9,997 | $679.4K | 0.18% | +76+0.8% | Added |
| Invst, LLC | 9,965 | $677.2K | 0.08% | −414−4.0% | Reduced |
| Liberty Square Wealth Partners LLC | 9,912 | $673.6K | 0.19% | +11+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 9,858 | $669.9K | 0.00% | −99−1.0% | Reduced |
| Norinchukin Bank, The | 9,853 | $669.6K | 0.01% | −299−2.9% | Reduced |
| Tudor Investment Corp Et Al | 9,829 | $668.0K | 0.00% | +9,829 | New |
| Liberty One Investment Management, LLC | 9,717 | $660.4K | 0.07% | +1,070+12.4% | Added |
| Ossiam | 9,651 | $655.9K | 0.01% | +1,058+12.3% | Added |
| C2C Wealth Management, LLC | 9,579 | $651.0K | 0.55% | +9+0.1% | Added |
| Prosperity Consulting Group, LLC | 9,492 | $645.1K | 0.03% | +308+3.4% | Added |
| We Are One Seven, LLC | 9,455 | $642.6K | 0.01% | +840+9.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,334 | $634.3K | 0.00% | −3,774−28.8% | Reduced |
| Old Port Advisors | 9,330 | $634.1K | 0.15% | −6−0.1% | Reduced |
| Laraway Financial Inc | 9,251 | $628.7K | 0.44% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9,239 | $628.3K | 0.02% | −5,803−38.6% | Reduced |
| Cambria Investment Management, L.P. | 9,223 | $626.8K | 0.04% | +348+3.9% | Added |
| Spirit of America Management Corp | 9,200 | $625.2K | 0.12% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,966 | $609.3K | 0.00% | −352−3.8% | Reduced |
| Capital Investment Advisory Services, LLC | 8,930 | $606.9K | 0.04% | +101+1.1% | Added |
| Ballentine Partners, LLC | 8,862 | $602.3K | 0.01% | +661+8.1% | Added |
| ProShare Advisors LLC | 8,784 | $597.0K | 0.00% | −30.0% | Reduced |
| VestGen Advisors, LLC | 7,987 | $596.9K | 0.02% | +2,828+54.8% | Added |
| Groupe la Francaise | 8,758 | $595.2K | 0.01% | +8,758 | New |
| Wellington Shields & Co., LLC | 8,660 | $588.5K | 0.15% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 8,653 | $588.1K | 0.02% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 8,651 | $587.9K | 0.07% | −285−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,650 | $587.9K | 0.02% | −75−0.9% | Reduced |
| Savant Capital, LLC | 8,599 | $584.4K | 0.00% | +3,206+59.4% | Added |
| Woodline Partners LP | 8,578 | $583.0K | 0.00% | +4,543+112.6% | Added |
| GWM Advisors LLC | 8,413 | $571.7K | 0.00% | −659−7.3% | Reduced |
| Bradley Foster & Sargent Inc | 8,388 | $570.0K | 0.01% | −294−3.4% | Reduced |
| Colonial Trust Co | 8,357 | $567.9K | 0.08% | +285+3.5% | Added |
| Apella Capital, LLC | 7,677 | $567.9K | 0.01% | +74+1.0% | Added |
| Sterling Capital Management LLC | 8,226 | $559.0K | 0.01% | −4,624−36.0% | Reduced |
| Archer Investment Corp | 8,216 | $558.4K | 0.12% | +48+0.6% | Added |
| NBC Securities, Inc. | 8,170 | $555.3K | 0.04% | +67+0.8% | Added |
| Saudi Central Bank | 8,089 | $549.7K | 0.01% | +8,089 | New |
| Intrua Financial, LLC | 8,032 | $545.9K | 0.06% | −254−3.1% | Reduced |
| Diversify Advisory Services, LLC | 7,557 | $544.6K | 0.08% | −13,217−63.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,925 | $538.6K | 0.03% | −11,855−59.9% | Reduced |
| Hudson Portfolio Management LLC | 7,867 | $534.6K | 0.45% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,769 | $528.0K | 0.01% | +2,747+54.7% | Added |
| Krane Funds Advisors LLC | 7,547 | $526.1K | 0.02% | +1,573+26.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,651 | $520.0K | 0.03% | +27+0.4% | Added |
| FLC Capital Advisors | 7,635 | $518.9K | 0.09% | +273+3.7% | Added |
| Round Rock Advisors, LLC | 7,634 | $518.8K | 0.08% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 7,515 | $510.7K | 0.28% | +7,515 | New |
| HighPoint Advisor Group LLC | 7,482 | $508.5K | 0.02% | −42,756−85.1% | Reduced |
| Bridgewater Associates, LP | 7,392 | $502.4K | 0.00% | −26,311−78.1% | Reduced |
| Quadrature Capital Ltd | 7,374 | $501.1K | 0.01% | +7,374 | New |
| Armstrong, Fleming & Moore, Inc | 7,327 | $497.9K | 0.21% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 7,300 | $496.1K | 0.34% | +96+1.3% | Added |
| Diligent Investors, LLC | 7,274 | $494.3K | 0.12% | +24+0.3% | Added |
| Teamwork Financial Advisors, LLC | 7,211 | $490.1K | 0.05% | +262+3.8% | Added |
| Eldridge Investment Advisors, Inc. | 7,188 | $488.5K | 0.11% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,175 | $487.6K | 0.00% | −301−4.0% | Reduced |
| Shelton Capital Management | 7,097 | $482.3K | 0.01% | −313−4.2% | Reduced |
| Commerzbank Aktiengesellschaft | 7,029 | $478.0K | 0.01% | −1,251−15.1% | Reduced |
| Gen-Wealth Partners Inc | 7,014 | $476.7K | 0.15% | −558−7.4% | Reduced |
| Silver Oak Securities, Inc | 6,955 | $472.7K | 0.03% | +294+4.4% | Added |
| D.A. Davidson & Co. | 6,935 | $471.3K | 0.00% | +738+11.9% | Added |
| E. Ohman J:or Asset Management AB | 6,750 | $458.7K | 0.01% | −2,850−29.7% | Reduced |
| Focus Financial Network, Inc. | 6,744 | $458.4K | 0.02% | −1,036−13.3% | Reduced |
| MQS Management LLC | 6,718 | $456.6K | 0.31% | +2,608+63.5% | Added |
| Essex Financial Services, Inc. | 6,584 | $447.5K | 0.03% | +6,584 | New |
| MKT Advisors LLC | 6,265 | $444.3K | 0.15% | −400−6.0% | Reduced |
| GeoWealth Management, LLC | 6,511 | $442.5K | 0.02% | −436−6.3% | Reduced |
| Everence Capital Management Inc | 6,500 | $442.0K | 0.03% | +2,020+45.1% | Added |
| Fifth Third Wealth Advisors LLC | 6,466 | $439.4K | 0.01% | −1,360−17.4% | Reduced |
| Ignite Planners, LLC | 6,447 | $438.8K | 0.07% | −183−2.8% | Reduced |
| Avion Wealth | 6,426 | $436.0K | 0.09% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 6,356 | $432.0K | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,349 | $431.5K | 0.01% | +68+1.1% | Added |
| North Dakota State Investment Board | 6,337 | $430.7K | 0.02% | −1,279−16.8% | Reduced |
| Rockport Wealth LLC | 6,271 | $426.2K | 0.08% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 6,198 | $421.2K | 0.22% | −832−11.8% | Reduced |
| Equitable Holdings, Inc. | 6,514 | $420.5K | 0.00% | +456+7.5% | Added |
| Valeo Financial Advisors, LLC | 6,175 | $419.7K | 0.01% | +236+4.0% | Added |