Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 869 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ1 2026: $11.7B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Smithfield Trust Co200$14.0K0.00%00.0%Unchanged
Quarry LP205$13.9K0.00%−2,144−91.3%Reduced
Virginia Estate & Retirement Planning Advisors Inc.200$13.6K0.06%+200New
Davis Capital Management191$13.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc190$12.9K0.00%00.0%Unchanged
Abound Wealth Management175$11.9K0.00%+175New
Basecamp Wealth Advisors LLC167$11.3K0.00%00.0%Unchanged
Byrne Asset Management LLC160$10.3K0.01%00.0%Unchanged
Tidemark, LLC144$9.79K0.00%00.0%Unchanged
Dogwood Wealth Management LLC143$9.70K0.00%+27+23.3%Added
SJS Investment Consulting Inc.142$9.65K0.00%00.0%Unchanged
Blume Capital Management, Inc.134$9.11K0.00%00.0%Unchanged
Private Wealth Management Group, LLC130$8.84K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC125$8.49K0.00%+125New
Southern Michigan Bank & Trust116$7.88K0.00%+116New
Atlas Capital Advisors LLC112$7.61K0.00%00.0%Unchanged
Zions Bancorporation, National Association110$7.48K0.00%+110New
MPWM Advisory Solutions, LLC109$7.41K0.00%00.0%Unchanged
Bogart Wealth, LLC107$7.27K0.00%+7+7.0%Added
HHM Wealth Advisors, LLC104$7.07K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC91$6.18K0.00%−6−6.2%Reduced
Kemnay Advisory Services Inc.89$6.05K0.00%+89New
Wealth Preservation Advisors, LLC87$5.91K0.00%00.0%Unchanged
High Note Wealth, LLC86$5.84K0.00%00.0%Unchanged
Birchbrook, Inc.80$5.44K0.00%00.0%Unchanged
Webster Bank, N. A.75$5.10K0.00%+75New
Wilkerson Advisory Group LLC70$4.76K0.00%+30+75.0%Added
Clearstead Advisors, LLC69$4.69K0.00%−870−92.7%Reduced
Fortitude Family Office, LLC64$4.35K0.00%00.0%Unchanged
First Eagle Investment Management, LLC59$4.01K0.00%00.0%Unchanged
McGuire Capital Advisors Inc58$3.94K0.00%00.0%Unchanged
Raffa Wealth Management, LLC55$3.74K0.00%+41+292.9%Added
Insight Financial Services48$3.26K0.00%00.0%Unchanged
WealthCollab, LLC47$3.19K0.00%00.0%Unchanged
Cornerstone Financial Management LLC46$3.13K0.00%+21+84.0%Added
Bell Investment Advisors, Inc44$2.99K0.00%−5−10.2%Reduced
Keating Financial Advisory Services, Inc.42$2.85K0.00%+24+133.3%Added
Financial Network Wealth Advisors LLC37$2.52K0.00%00.0%Unchanged
Cromwell Holdings LLC36$2.48K0.00%00.0%Unchanged
Highline Wealth Partners LLC36$2.45K0.00%00.0%Unchanged
Red Tortoise LLC32$2.17K0.00%00.0%Unchanged
Sachetta, LLC34$2.03K0.00%−33−49.3%Reduced
Capital Advisors, Ltd. LLC31$2.00K0.00%00.0%Unchanged
CVA Family Office, LLC27$1.83K0.00%+7+35.0%Added
MV Capital Management, Inc.26$1.77K0.00%+4+18.2%Added
Rialto Wealth Management, LLC26$1.77K0.00%+18+225.0%Added
Caitlin John, LLC26$1.75K0.00%+1+4.0%Added
Aspect Partners, LLC25$1.70K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC24$1.61K0.00%+1+4.3%Added
Hughes Financial Services, LLC23$1.56K0.00%+2+9.5%Added
Principia Wealth Advisory, LLC20$1.36K0.00%+7+53.8%Added
Mountain Hill Investment Partners Corp.17$1.17K0.00%00.0%Unchanged
NBT Bank N A16$1.09K0.00%+16New
Coston, McIsaac & Partners14$1.00K0.00%00.0%Unchanged
Financial Consulate, Inc14$9520.00%00.0%Unchanged
Dunhill Financial, LLC12$8290.00%00.0%Unchanged
Valued Wealth Advisors LLC11$7580.00%00.0%Unchanged
Manning & Napier Advisors LLC11$7470.00%00.0%Unchanged
Quaker Wealth Management, LLC8$5440.00%00.0%Unchanged
American Capital Advisory, LLC7$4760.00%00.0%Unchanged
Glen Eagle Advisors, LLC6$4080.00%00.0%Unchanged
Intentional Wealth Strategies, LLC6$4080.00%+6New
Beaird Harris Wealth Management, LLC3$2040.00%−300−99.0%Reduced
MBM Wealth Consultants, LLC2$1590.00%+2New
Prestige Wealth Management Group LLC2$1380.00%+2New
Scarborough Advisors, LLC2$1360.00%00.0%Unchanged
TFC Financial Management2$1360.00%00.0%Unchanged
Activest Wealth Management2$1360.00%+2New
Silicon Valley Capital Partners1$680.00%+1New
Jupiter Asset Management Ltd0$00.00%−646,950−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−218,700−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−127,571−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−53,017−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−42,707−100.0%Sold out
XML Financial, LLC0$00.00%−32,027−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−29,947−100.0%Sold out
Quest Partners LLC0$00.00%−28,339−100.0%Sold out
XTX Topco Ltd0$00.00%−25,086−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−18,022−100.0%Sold out
Friedenthal Financial0$00.00%−14,504−100.0%Sold out
Kentucky Retirement Systems0$00.00%−13,608−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−9,329−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−8,754−100.0%Sold out
1832 Asset Management L.P.0$00.00%−8,452−100.0%Sold out
FJ Capital Management LLC0$00.00%−7,091−100.0%Sold out
RFG Advisory, LLC0$00.00%−6,258−100.0%Sold out
Machina Capital S.A.S.0$00.00%−6,102−100.0%Sold out
Occidental Asset Management, LLC0$00.00%−6,002−100.0%Sold out
True North Advisors, LLC0$00.00%−5,528−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−5,500−100.0%Sold out
NWF Advisory Services Inc.0$00.00%−5,271−100.0%Sold out
Tiaa Trust, National Association0$00.00%−4,709−100.0%Sold out
AlphaGrep UK Ltd0$00.00%−4,446−100.0%Sold out
Pathfinder Wealth Consulting, Inc.0$00.00%−4,313−100.0%Sold out
Aaron Wealth Advisors0$00.00%−4,234−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−4,136−100.0%Sold out
Belvedere Trading LLC0$00.00%−3,972−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−3,864−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−3,717−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−3,707−100.0%Sold out