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 |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 1,600 | $110.2K | 0.08% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,627 | $110.0K | 0.00% | +481+42.0% | Added |
| Ballast Advisors LLC | 1,552 | $105.5K | 0.03% | +1,552 | New |
| Rossby Financial, LCC | 1,518 | $105.3K | 0.02% | +1,160+324.0% | Added |
| Asset Planning,Inc | 1,540 | $104.7K | 0.07% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 1,489 | $101.2K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 1,426 | $96.9K | 0.00% | −220−13.4% | Reduced |
| Bruce G. Allen Investments, LLC | 1,411 | $95.9K | 0.06% | −26−1.8% | Reduced |
| Triumph Capital Management | 1,375 | $94.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,362 | $92.5K | 0.02% | +18+1.3% | Added |
| Bangor Savings Bank | 1,305 | $88.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,296 | $88.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,265 | $86.0K | 0.01% | −4−0.3% | Reduced |
| Proathlete Wealth Management LLC | 1,160 | $78.8K | 0.02% | +16+1.4% | Added |
| Missouri Trust & Investment Co | 1,135 | $77.1K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,100 | $74.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,084 | $74.3K | 0.00% | −477−30.6% | Reduced |
| Versant Capital Management, Inc | 1,058 | $71.9K | 0.01% | +270+34.3% | Added |
| REAP Financial Group, LLC | 1,048 | $71.2K | 0.01% | +209+24.9% | Added |
| Smartleaf Asset Management LLC | 1,022 | $69.5K | 0.00% | +156+18.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $68.0K | 0.02% | −420−29.6% | Reduced |
| Key Financial Inc | 984 | $66.9K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 975 | $66.3K | 0.01% | +975 | New |
| Oakworth Capital, Inc. | 969 | $65.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $65.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 951 | $64.6K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 941 | $64.0K | 0.00% | −57,059−98.4% | Reduced |
| Hoey Investments, Inc | 887 | $60.3K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 884 | $60.1K | 0.02% | +19+2.2% | Added |
| Independence Bank of Kentucky | 880 | $59.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 836 | $56.8K | 0.03% | +187+28.8% | Added |
| Hurley Capital, LLC | 784 | $53.3K | 0.03% | +504+180.0% | Added |
| Johnson Financial Group, Inc. | 766 | $52.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 733 | $50.0K | 0.01% | +733 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 724 | $49.2K | 0.00% | +724 | New |
| Advisors Asset Management, Inc. | 723 | $49.1K | 0.00% | −845−53.9% | Reduced |
| Financial Management Professionals, Inc. | 696 | $47.9K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 694 | $47.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 684 | $46.5K | 0.00% | −116−14.5% | Reduced |
| Millstone Evans Group, LLC | 672 | $45.7K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 654 | $44.5K | 0.00% | +82+14.3% | Added |
| V-Square Quantitative Management LLC | 642 | $43.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 614 | $41.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 611 | $41.5K | 0.01% | −55−8.3% | Reduced |
| Cheviot Value Management, LLC | 608 | $41.3K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $41.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 600 | $40.8K | 0.00% | +330+122.2% | Added |
| Frazier Financial Advisors, LLC | 593 | $40.3K | 0.02% | +593 | New |
| New England Capital Financial Advisors LLC | 583 | $39.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 549 | $37.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 521 | $35.4K | 0.00% | −76−12.7% | Reduced |
| City State Bank | 518 | $35.2K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 499 | $33.9K | 0.01% | +6+1.2% | Added |
| Investors Portfolio Services LLC | 476 | $32.9K | 0.03% | +23+5.1% | Added |
| SHP Wealth Management | 478 | $32.5K | 0.00% | −251−34.4% | Reduced |
| MTM Investment Management, LLC | 471 | $32.0K | 0.01% | +5+1.1% | Added |
| Richardson Financial Services Inc. | 463 | $31.5K | 0.02% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 447 | $30.4K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $28.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 411 | $27.9K | 0.00% | +2+0.5% | Added |
| Fourth Dimension Wealth, LLC | 405 | $27.5K | 0.01% | −395−49.4% | Reduced |
| Heritage Wealth Advisors | 402 | $27.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 390 | $26.9K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 366 | $24.9K | 0.01% | +366 | New |
| Nemes Rush Group LLC | 361 | $24.5K | 0.00% | +5+1.4% | Added |
| Networth Advisors, LLC | 355 | $24.1K | 0.02% | +355 | New |
| Covestor Ltd | 345 | $24.0K | 0.02% | −18−5.0% | Reduced |
| Thompson Investment Management, Inc. | 349 | $23.7K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $23.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 334 | $22.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 323 | $22.0K | 0.00% | −213−39.7% | Reduced |
| Hilton Head Capital Partners, LLC | 322 | $21.9K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 311 | $21.1K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 310 | $21.0K | 0.00% | −35−10.1% | Reduced |
| Ankerstar Wealth, LLC | 302 | $20.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 304 | $20.7K | 0.00% | +11+3.8% | Added |
| Clear Street Markets LLC | 300 | $20.4K | 0.01% | −800−72.7% | Reduced |
| Caldwell Trust Co | 300 | $20.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 280 | $19.6K | 0.00% | −5−1.8% | Reduced |
| GHP Investment Advisors, Inc. | 287 | $19.5K | 0.00% | +2+0.7% | Added |
| Rothschild Investment LLC | 276 | $18.8K | 0.00% | −11−3.8% | Reduced |
| Piscataqua Savings Bank | 275 | $18.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 272 | $18.5K | 0.00% | −4,501−94.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 264 | $17.9K | 0.00% | +264 | New |
| Innovative Asset Advisors Group, LLC | 253 | $17.4K | 0.01% | +253 | New |
| Generali Asset Management SPA SGR | 256 | $17.4K | 0.00% | −29,268−99.1% | Reduced |
| Brown Brothers Harriman & Co | 254 | $17.3K | 0.00% | −80−24.0% | Reduced |
| Rosenberg Matthew Hamilton | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 245 | $16.6K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 235 | $16.0K | 0.01% | −200−46.0% | Reduced |
| Westside Investment Management, Inc. | 224 | $15.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 230 | $15.6K | 0.01% | −73−24.1% | Reduced |
| Ameliora Wealth Management Ltd. | 230 | $15.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $15.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 219 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 223 | $15.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 222 | $15.1K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 220 | $15.0K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 220 | $14.9K | 0.00% | +220 | New |
| Cornerstone Planning Group LLC | 200 | $14.6K | 0.00% | +8+4.2% | Added |