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 |
|---|---|---|---|---|---|
| Wealth Management Strategies, Inc. | 3,844 | $261.2K | 0.12% | +51+1.3% | Added |
| Mather Group, LLC. | 3,836 | $260.7K | 0.00% | +3,836 | New |
| Journey Strategic Wealth LLC | 3,833 | $260.5K | 0.01% | +3,833 | New |
| SageView Advisory Group, LLC | 3,817 | $259.4K | 0.01% | +2+0.1% | Added |
| Insigneo Advisory Services, LLC | 3,814 | $259.2K | 0.02% | +27+0.7% | Added |
| Lazard Asset Management LLC | 3,786 | $257.3K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,785 | $257.0K | 0.01% | +3,785 | New |
| High Net Worth Advisory Group LLC | 3,770 | $256.2K | 0.06% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,762 | $255.7K | 0.02% | +15+0.4% | Added |
| Syon Capital LLC | 3,732 | $253.6K | 0.01% | +494+15.3% | Added |
| Perennial Investment Advisors, LLC | 3,713 | $252.4K | 0.02% | −1,613−30.3% | Reduced |
| Keynote Financial Services LLC | 3,710 | $252.1K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,707 | $251.9K | 0.01% | −232−5.9% | Reduced |
| Battery Global Advisors, LLC | 3,655 | $251.8K | 0.14% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,692 | $250.9K | 0.03% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,683 | $250.3K | 0.04% | −3−0.1% | Reduced |
| HBW Advisory Services LLC | 3,647 | $247.9K | 0.03% | +3,647 | New |
| Keudell/Morrison Wealth Management | 3,639 | $247.3K | 0.05% | −511−12.3% | Reduced |
| NorthStar Asset Management LLC | 3,638 | $247.2K | 0.12% | +208+6.1% | Added |
| Umb Bank N A | 3,629 | $246.6K | 0.00% | +113+3.2% | Added |
| Fiera Capital Corp | 3,627 | $246.5K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,598 | $244.5K | 0.03% | +3,598 | New |
| TCW Group Inc | 3,591 | $244.0K | 0.00% | +174+5.1% | Added |
| Private Trust Co NA | 3,561 | $242.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 3,561 | $242.0K | 0.00% | +2,441+217.9% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,530 | $239.9K | 0.01% | −403−10.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,524 | $239.5K | 0.00% | +64+1.8% | Added |
| Kestra Investment Management, LLC | 3,519 | $239.1K | 0.00% | −1,194−25.3% | Reduced |
| D.B. Root & Company, LLC | 3,512 | $238.7K | 0.06% | −79−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 3,498 | $238.6K | 0.03% | +3,498 | New |
| Walleye Capital LLC | 3,503 | $238.1K | 0.00% | +3,407+3,549.0% | Added |
| King Wealth | 3,495 | $238.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,499 | $237.9K | 0.00% | −16−0.5% | Reduced |
| Callan Family Office, LLC | 3,487 | $237.0K | 0.01% | −250−6.7% | Reduced |
| Columbia Asset Management | 3,475 | $236.2K | 0.04% | −150−4.1% | Reduced |
| Sage Rhino Capital LLC | 3,464 | $235.4K | 0.04% | −54−1.5% | Reduced |
| LVW Advisors, LLC | 3,445 | $234.1K | 0.02% | +20+0.6% | Added |
| Sawyer & Company, Inc | 3,445 | $234.1K | 0.09% | −150−4.2% | Reduced |
| Portside Wealth Group, LLC | 3,426 | $232.8K | 0.03% | +3,426 | New |
| Titleist Asset Management, LLC | 3,410 | $231.8K | 0.02% | −113−3.2% | Reduced |
| Detalus Advisors, LLC | 3,400 | $231.1K | 0.05% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,394 | $230.7K | 0.01% | +3,394 | New |
| Cary Street Partners Financial LLC | 3,365 | $228.7K | 0.01% | −87−2.5% | Reduced |
| WealthPLAN Partners, LLC | 3,347 | $227.5K | 0.04% | −3,822−53.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,325 | $226.0K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,311 | $225.0K | 0.00% | −317−8.7% | Reduced |
| Motco | 3,308 | $224.8K | 0.02% | +232+7.5% | Added |
| EverSource Wealth Advisors, LLC | 3,303 | $224.5K | 0.01% | +626+23.4% | Added |
| Savvy Advisors, Inc. | 3,301 | $224.4K | 0.01% | −146−4.2% | Reduced |
| Bryn Mawr Trust Co | 3,300 | $224.3K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,300 | $224.3K | 0.04% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 3,281 | $223.0K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 3,281 | $223.0K | 0.01% | +3,281 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,244 | $220.5K | 0.01% | +3,244 | New |
| CX Institutional | 3,231 | $220.0K | 0.01% | −387−10.7% | Reduced |
| Salem Investment Counselors Inc | 3,181 | $219.1K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,213 | $218.3K | 0.01% | −800−19.9% | Reduced |
| Kraft, Davis & Associates, LLC | 2,977 | $217.4K | 0.05% | +2,977 | New |
| Gateway Investment Advisers LLC | 3,176 | $215.8K | 0.00% | −14−0.4% | Reduced |
| Principal Securities, Inc. | 3,175 | $215.8K | 0.00% | +3,175 | New |
| GW Henssler & Associates Ltd | 3,166 | $215.2K | 0.01% | 00.0% | Unchanged |
| Helium Advisors LLC | 3,166 | $215.2K | 0.21% | +3,166 | New |
| MONECO Advisors, LLC | 3,143 | $213.6K | 0.02% | +3,143 | New |
| Evolve Private Wealth, LLC | 3,111 | $211.4K | 0.01% | −326−9.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,060 | $210.8K | 0.02% | +1,515+98.1% | Added |
| Rafferty Asset Management, LLC | 3,087 | $209.8K | 0.00% | −596−16.2% | Reduced |
| Empower Advisory Group, LLC | 3,066 | $208.4K | 0.00% | +3,066 | New |
| Childress Capital Advisors, LLC | 3,052 | $207.4K | 0.04% | +3,052 | New |
| Adapt Wealth Advisors, LLC | 3,043 | $206.8K | 0.07% | +3,043 | New |
| DV Trading LLC | 3,000 | $203.9K | 0.02% | +2,300+328.6% | Added |
| Intelligence Driven Advisers, LLC | 3,000 | $203.9K | 0.04% | +3,000 | New |
| Sovereign Financial Group, Inc. | 2,993 | $203.4K | 0.04% | −223−6.9% | Reduced |
| Sound Income Strategies, LLC | 2,899 | $201.2K | 0.01% | −218−7.0% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 2,955 | $200.8K | 0.16% | +2,955 | New |
| Valmark Advisers, Inc. | 2,949 | $200.4K | 0.00% | +2,949 | New |
| HM Payson & Co | 2,890 | $196.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,877 | $195.5K | 0.07% | −21−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 2,720 | $184.9K | 0.00% | +250+10.1% | Added |
| ASR Vermogensbeheer N.V. | 2,688 | $182.7K | 0.00% | +63+2.4% | Added |
| Larson Financial Group LLC | 2,609 | $177.3K | 0.01% | +170+7.0% | Added |
| SOA Wealth Advisors, LLC. | 2,433 | $165.3K | 0.03% | +13+0.5% | Added |
| IAG Wealth Partners, LLC | 2,386 | $162.1K | 0.02% | +4+0.2% | Added |
| Bessemer Group Inc | 2,286 | $156.0K | 0.00% | −94−3.9% | Reduced |
| Horizon Investments, LLC | 2,238 | $152.1K | 0.00% | −955−29.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,203 | $149.7K | 0.02% | −43−1.9% | Reduced |
| BFSG, LLC | 2,097 | $142.5K | 0.01% | −296−12.4% | Reduced |
| St Germain D J Co Inc | 2,043 | $138.8K | 0.01% | −100−4.7% | Reduced |
| AdvisorNet Financial, Inc | 2,039 | $138.6K | 0.01% | +19+0.9% | Added |
| Los Angeles Capital Management LLC | 1,967 | $133.7K | 0.00% | +1,040+112.2% | Added |
| Whittier Trust Co | 1,885 | $131.8K | 0.00% | +415+28.2% | Added |
| Orion Capital Management LLC | 1,900 | $129.1K | 0.04% | −5,100−72.9% | Reduced |
| Hanson & Doremus Investment Management | 1,810 | $123.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,777 | $120.8K | 0.00% | −282−13.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,759 | $119.5K | 0.00% | +1,759 | New |
| Cassaday & Co Wealth Management LLC | 1,748 | $118.8K | 0.00% | +1,748 | New |
| IFP Advisors, Inc | 1,741 | $118.3K | 0.00% | +273+18.6% | Added |
| Westend Capital Management, LLC | 1,721 | $117.0K | 0.04% | −279−14.0% | Reduced |
| Ameriflex Group, Inc. | 1,698 | $115.4K | 0.06% | +335+24.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,637 | $111.3K | 0.03% | +211+14.8% | Added |
| Golden State Wealth Management, LLC | 1,622 | $110.3K | 0.01% | −14−0.9% | Reduced |