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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 6,168 | $419.2K | 0.05% | +108+1.8% | Added |
| Prudential PLC | 6,132 | $416.7K | 0.00% | −28,431−82.3% | Reduced |
| Virtus ETF Advisers LLC | 6,103 | $414.8K | 0.19% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 6,013 | $413.7K | 0.01% | −28,809−82.7% | Reduced |
| Hilltop Holdings Inc. | 6,030 | $409.8K | 0.04% | −3,171−34.5% | Reduced |
| Aptus Capital Advisors, LLC | 5,954 | $404.9K | 0.00% | +5,954 | New |
| Accurate Wealth Management, LLC | 5,607 | $401.6K | 0.05% | +819+17.1% | Added |
| Jacobi Capital Management LLC | 5,895 | $400.6K | 0.02% | +9+0.2% | Added |
| Woodward Diversified Capital, LLC | 5,408 | $400.1K | 0.18% | +165+3.1% | Added |
| Retirement Planning Co of New England, Inc. | 5,859 | $398.2K | 0.16% | +50+0.9% | Added |
| Sagewood Asset Management LP | 5,791 | $393.6K | 0.12% | +1,033+21.7% | Added |
| Oak Thistle LLC | 5,774 | $392.4K | 0.04% | −39,630−87.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,768 | $392.0K | 0.00% | +322+5.9% | Added |
| Stronghold Wealth Management L.L.C. | 5,704 | $387.6K | 0.59% | −35−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $387.6K | 0.03% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,700 | $387.4K | 0.03% | +7+0.1% | Added |
| Fisher Asset Management, LLC | 5,655 | $384.4K | 0.00% | +393+7.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $383.6K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,961 | $383.6K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,616 | $382.0K | 0.02% | +4+0.1% | Added |
| Quadcap Wealth Management, LLC | 5,487 | $372.9K | 0.04% | +18+0.3% | Added |
| DF Dent & Co Inc | 5,464 | $371.3K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 5,751 | $370.1K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 5,444 | $370.0K | 0.18% | +25+0.5% | Added |
| Herold Advisors, Inc. | 5,389 | $366.2K | 0.08% | +16+0.3% | Added |
| Harbour Investments, Inc. | 5,382 | $365.8K | 0.01% | +903+20.2% | Added |
| Chicago Partners Investment Group LLC | 5,008 | $364.9K | 0.01% | +512+11.4% | Added |
| RSM US Wealth Management LLC | 5,242 | $361.8K | 0.00% | −2,710−34.1% | Reduced |
| Stratos Wealth Partners, LTD. | 5,307 | $360.7K | 0.00% | −7,928−59.9% | Reduced |
| Ameritas Advisory Services, LLC | 5,275 | $358.5K | 0.01% | −793−13.1% | Reduced |
| Advisortrust Partners, LLC | 5,249 | $356.7K | 0.15% | +440+9.1% | Added |
| Jackson Wealth Management, LLC | 5,233 | $356.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,123 | $355.5K | 0.02% | −268−5.0% | Reduced |
| Flagship Private Wealth, LLC | 5,196 | $353.1K | 0.14% | +13+0.3% | Added |
| STRS Ohio | 5,184 | $352.3K | 0.00% | −8−0.2% | Reduced |
| Huntington National Bank | 5,180 | $352.0K | 0.00% | +4,148+401.9% | Added |
| Park Avenue Securities LLC | 5,183 | $352.0K | 0.00% | +346+7.2% | Added |
| Ticino Wealth | 5,000 | $351.3K | 0.12% | −5,000−50.0% | Reduced |
| Rodgers Brothers Inc. | 5,150 | $350.0K | 0.04% | +5,150 | New |
| Benjamin Edwards Inc | 5,106 | $347.0K | 0.00% | +110+2.2% | Added |
| Western Wealth Management, LLC | 5,106 | $347.0K | 0.01% | +12+0.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,105 | $346.9K | 0.09% | +7+0.1% | Added |
| Gutierrez Wealth Advisory, LLC | 5,084 | $345.5K | 0.21% | −522−9.3% | Reduced |
| TCG Advisory Services, LLC | 5,078 | $345.1K | 0.01% | +1,449+39.9% | Added |
| Family Legacy, Inc. | 5,059 | $343.8K | 0.10% | −4−0.1% | Reduced |
| Credit Agricole S A | 5,029 | $341.8K | 0.00% | +168+3.5% | Added |
| Abel Hall, LLC | 5,018 | $341.0K | 0.07% | +5,018 | New |
| Summit Wealth Group, LLC | 5,010 | $340.5K | 0.08% | +14+0.3% | Added |
| Seeds Investor LLC | 4,751 | $340.2K | 0.05% | −111−2.3% | Reduced |
| First Affirmative Financial Network | 5,006 | $340.2K | 0.13% | +5,006 | New |
| Signaturefd, LLC | 4,987 | $338.9K | 0.01% | +568+12.9% | Added |
| Sigma Planning Corp | 4,986 | $338.8K | 0.01% | −820−14.1% | Reduced |
| Widmann Financial Services, Inc. | 4,985 | $338.8K | 0.20% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,933 | $335.2K | 0.00% | +307+6.6% | Added |
| Apollon Financial, LLC | 4,910 | $333.7K | 0.05% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,882 | $331.8K | 0.05% | −10−0.2% | Reduced |
| Plato Investment Management Ltd | 4,853 | $330.0K | 0.02% | 00.0% | Unchanged |
| Claris Financial LLC | 4,810 | $326.9K | 0.18% | +26+0.5% | Added |
| Great Valley Advisor Group, Inc. | 4,787 | $325.5K | 0.01% | +4,787 | New |
| Miracle Mile Advisors, LLC | 4,781 | $324.9K | 0.00% | −34−0.7% | Reduced |
| Per Stirling Capital Management, LLC. | 4,780 | $324.9K | 0.04% | +110+2.4% | Added |
| Profund Advisors LLC | 4,780 | $324.8K | 0.01% | +96+2.0% | Added |
| Daymark Wealth Partners, LLC | 4,764 | $323.8K | 0.01% | +20.0% | Added |
| Burney Co | 4,727 | $321.2K | 0.01% | +217+4.8% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,707 | $319.9K | 0.00% | +4,707 | New |
| Inspire Advisors, LLC | 4,677 | $317.9K | 0.03% | +1,223+35.4% | Added |
| Octavia Wealth Advisors, LLC | 4,609 | $317.5K | 0.03% | +662+16.8% | Added |
| Strathmore Capital Advisors, Inc. | 4,327 | $316.4K | 0.09% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,651 | $316.1K | 0.00% | −51,403−91.7% | Reduced |
| Jacobs Equity LLC | 4,610 | $313.3K | 0.28% | −258−5.3% | Reduced |
| GAMMA Investing LLC | 4,602 | $312.8K | 0.01% | +735+19.0% | Added |
| Verity Asset Management, Inc. | 4,600 | $312.6K | 0.13% | +1,074+30.5% | Added |
| Barlow Wealth Partners, Inc. | 4,206 | $311.2K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,528 | $307.7K | 0.02% | +4,528 | New |
| Dividend Assets Capital, LLC | 4,500 | $305.8K | 0.06% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,426 | $300.8K | 0.07% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,332 | $294.4K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 4,278 | $291.2K | 0.00% | +1,015+31.1% | Added |
| Kingswood Wealth Advisors, LLC | 4,268 | $290.0K | 0.01% | −1,367−24.3% | Reduced |
| Advocate Investing Services LLC | 4,259 | $289.4K | 0.25% | +10.0% | Added |
| Havemeyer Place LP | 4,246 | $288.6K | 0.03% | +4,246 | New |
| Grant Private Wealth Management Inc | 4,197 | $285.2K | 0.15% | +4,197 | New |
| FIL Ltd | 4,191 | $284.8K | 0.00% | +1,487+55.0% | Added |
| Frec Markets, Inc. | 4,181 | $284.1K | 0.05% | +4,181 | New |
| Resources Investment Advisors, LLC. | 4,169 | $283.3K | 0.00% | −716−14.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,131 | $280.7K | 0.06% | −1,369−24.9% | Reduced |
| Parallel Advisors, LLC | 4,098 | $278.5K | 0.01% | −68−1.6% | Reduced |
| Greenleaf Trust | 4,084 | $277.5K | 0.00% | +174+4.5% | Added |
| Regions Financial Corp | 4,067 | $276.4K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,051 | $275.3K | 0.02% | +12+0.3% | Added |
| TritonPoint Partners, LLC | 3,990 | $274.9K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,022 | $273.3K | 0.00% | +185+4.8% | Added |
| Philadelphia Trust Co | 4,000 | $272.0K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4,000 | $271.8K | 0.06% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,997 | $271.6K | 0.02% | +444+12.5% | Added |
| New Wave Wealth Advisors LLC | 3,929 | $270.5K | 0.09% | +12+0.3% | Added |
| Basepoint Wealth LLC | 3,954 | $268.7K | 0.15% | +54+1.4% | Added |
| Ritholtz Wealth Management | 3,907 | $265.5K | 0.00% | +3,907 | New |
| Insight Wealth Partners, LLC | 3,878 | $263.5K | 0.11% | +8+0.2% | Added |
| Sunbelt Securities, Inc. | 3,864 | $262.6K | 0.02% | −482−11.1% | Reduced |