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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.

Q2 2026 vs. Q1 2026

How the institutions holding W. P. Carey Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of WPC: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders86914905+50
Shares171.8M878.1K179.1M+8.15M (+4.8%)
Value$11.7B$59.7M$12.8B+$1.19B (+10.2%)

14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (109)

Institutions that held W. P. Carey Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 109 by value.

Institutions new to WPC in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank2,847,221$203.6M0.02%
Cbre Clarion Securities LLC339,978$24.3M0.34%
Jane Street Group, LLC196,613$14.1M0.01%
Mizuho Markets Americas LLC183,000$13.1M0.23%
Quantbot Technologies LP84,662$6.05M0.24%
Nykredit A/S80,333$5.74M0.02%
Landscape Capital Management, L.L.C.77,339$5.53M0.36%
Fideuram Asset Management (Ireland) dac52,559$3.89M0.08%
GSI Capital Advisors LLC50,570$3.62M1.71%
Lansforsakringar Fondforvaltning AB (publ)49,108$3.51M0.02%
Squarepoint Ops LLC45,110$3.23M0.01%
SummitTX Capital, L.P.40,395$2.89M0.08%
Hazelview Securities Inc.39,407$2.81M0.39%
Jump Financial, LLC32,800$2.35M0.02%
Machina Capital S.A.S.20,843$1.49M0.24%
Dockside LLC19,838$1.42M0.33%
Jupiter Topco LLC16,652$1.19M0.00%
Kentucky Retirement Systems13,683$978.3K0.02%
Coppell Advisory Solutions LLC8,327$906.7K0.27%
Redhawk Wealth Advisors, Inc.12,271$877.4K0.09%
Financial Gravity Companies, Inc.12,112$866.0K0.14%
Susquehanna International Group, LLP11,537$824.9K0.00%
Banco Bilbao Vizcaya Argentaria, S.A.11,200$810.1K0.01%
Arrowstreet Capital, Limited Partnership10,715$766.1K0.00%
Elo Mutual Pension Insurance Co10,080$720.7K0.01%
Dynamic Technology Lab Private Ltd8,881$635.0K0.14%
Winton Group Ltd8,600$614.9K0.02%
AlphaGrep UK Ltd7,938$567.6K0.17%
Global Retirement Partners, LLC7,780$556.3K0.01%
Synergy Financial Management, LLC7,630$545.5K0.05%
COFG Advisors, LLC7,356$526.0K0.09%
Fulcrum Asset Management LLP6,448$473.9K0.05%
Precedent Wealth Partners, LLC6,307$451.0K0.07%
Monument Capital Management5,946$425.1K0.09%
Hanover Advisors Inc5,528$395.3K0.14%
True North Advisors, LLC5,497$393.0K0.04%
Old National Bancorp5,020$358.9K0.01%
Two Sigma Securities, LLC4,142$296.2K0.03%
Bridgefront Capital, LLC4,009$286.6K0.08%
AlphaCore Capital LLC3,924$280.6K0.01%
Mount Yale Investment Advisors, LLC3,838$275.5K0.01%
Boothbay Fund Management, LLC3,777$270.1K0.01%
Benin Management CORP3,520$251.7K0.05%
Sagespring Wealth Partners, LLC3,496$250.0K0.00%
Keystone Financial Services3,477$248.6K0.06%
Elevatus Welath Management3,447$246.4K0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,433$245.5K0.00%
Canada Pension Plan Investment Board3,400$243.1K0.00%
Revolve Wealth Partners, LLC3,398$243.0K0.03%
Focused Wealth Management, Inc3,393$242.6K0.02%
Advyzon Investment Management, LLC3,090$220.9K0.02%
Turning Point Benefit Group, Inc.2,996$214.0K0.09%
First Nebraska Trust Co2,950$210.9K0.02%
Modera Wealth Management, LLC2,931$209.6K0.00%
Oak Harvest Investment Services2,929$209.4K0.02%
SNS Financial Group, LLC2,874$205.5K0.00%
Virtue Capital Management, LLC2,854$204.1K0.03%
BCO Wealth Management LLC2,850$203.8K0.11%
Diesslin Group, Inc.2,846$203.5K0.08%
Pegasus Asset Management, Inc.2,838$202.9K0.06%
Vestmark Advisory Solutions, Inc.2,823$201.8K0.00%
Checchi Capital Advisers, LLC2,808$200.8K0.01%
Berger Financial Group, Inc2,804$200.5K0.01%
Allie Family Office LLC2,800$200.2K0.07%
Strategic Blueprint, LLC2,798$200.1K0.01%
Kera Capital Partners, Inc.2,798$200.1K0.02%
Trust Co of Vermont2,691$192.4K0.01%
Walleye Trading LLC2,545$182.0K0.00%
Abound Financial, LLC2,171$155.2K0.06%
First National Bank1,978$141.4K0.06%
Markowski Investments1,863$133.2K0.03%
Tower Trust & Investment Co1,212$86.7K0.05%
Banque Cantonale Vaudoise1,138$81.0K0.00%
Key Capital Management, INC1,125$80.4K0.04%
IFG Advisory, LLC1,076$76.9K0.00%
Creative Financial Designs Inc992$70.9K0.00%
Concord Wealth Partners907$64.9K0.01%
Oakmont Advisory Group, LLC730$52.2K0.04%
Steigerwald, Gordon & Koch Inc.567$40.5K0.00%
Duff & Phelps Investment Management Co532$38.0K0.00%
Avalon Trust Co500$35.8K0.00%
Loomis Sayles & Co L P478$34.2K0.00%
Commonwealth Retirement Investments LLC400$28.6K0.01%
Compass Financial Management LLC277$20.0K0.00%
Meeder Asset Management Inc200$14.3K0.00%
ZRC Wealth Management, LLC169$12.1K0.00%
McDonald Partners LLC164$11.7K0.00%
Action Point Financial Planning, LLC99$6.87K0.00%
Wealth Enhancement Trust Services, Inc.74$5.29K0.00%
Kayne Anderson Rudnick Investment Management LLC50$3.64K0.00%
LifeSteps Financial, Inc.50$3.58K0.00%
Hager Investment Management Services, LLC50$3.58K0.00%
Buck Wealth Strategies, LLC39$2.79K0.00%
Silver Grove Financial Group, Inc.32$2.29K0.00%
Downshift Financial, LLC32$2.29K0.00%
Bokf, NA29$2.07K0.00%
JFS Wealth Advisors, LLC20$1.45K0.00%
Allied Private Wealth LLC20$1.43K0.00%
Continuum Advisory, LLC19$1.36K0.00%
Tounjian Advisory Partners, LLC18$1.29K0.00%

Sold out (59)

Institutions that held W. P. Carey Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of WPC in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Alyeska Investment Group, L.P.664,468$45.2M
Qube Research & Technologies Ltd346,578$23.6M
Kempen Capital Management N.V.155,149$10.5M
Commonwealth of Pennsylvania Public School Empls Retrmt Sys153,462$10.4M
Seven Grand Managers, LLC150,000$10.2M
LMR Partners LLP138,518$9.41M
Voloridge Investment Management, LLC69,721$4.74M
Cohen Capital Management, Inc.69,189$4.70M
Ontario Teachers Pension Plan Board65,618$4.46M
Acadian Asset Management LLC58,193$3.95M
Mariner, LLC43,622$2.96M
Presima Inc.43,207$2.94M
Brummer Multi-Strategy AB28,508$1.94M
Edgestream Partners, L.P.27,964$1.90M
Graham Capital Management, L.P.20,685$1.41M
Sienna Gestion18,182$1.24M
Grantham, Mayo, Van Otterloo & Co. LLC16,986$1.15M
Quadrant Capital Group LLC15,771$1.07M
Signal Advisors Wealth, LLC14,111$959.0K
AIA Group Ltd13,299$903.8K
Intrua Financial, LLC8,032$545.9K
Bridgewater Associates, LP7,392$502.4K
Quadrature Capital Ltd7,374$501.1K
Jackson Wealth Management, LLC5,233$356.0K
STRS Ohio5,184$352.3K
Octavia Wealth Advisors, LLC4,609$317.5K
Havemeyer Place LP4,246$288.6K
TritonPoint Partners, LLC3,990$274.9K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.3,530$239.9K
Walleye Capital LLC3,503$238.1K
Patriot Financial Group Insurance Agency, LLC3,244$220.5K
Kraft, Davis & Associates, LLC2,977$217.4K
Gateway Investment Advisers LLC3,176$215.8K
MONECO Advisors, LLC3,143$213.6K
Evolve Private Wealth, LLC3,111$211.4K
Childress Capital Advisors, LLC3,052$207.4K
Sound Income Strategies, LLC2,899$201.2K
Split Rock Private Trading & Wealth Management, LLC2,955$200.8K
Orion Capital Management LLC1,900$129.1K
Ballast Advisors LLC1,552$105.5K
Missouri Trust & Investment Co1,135$77.1K
Addison Advisors LLC1,100$74.8K
Advisors Asset Management, Inc.723$49.1K
Truvestments Capital LLC549$37.3K
Networth Advisors, LLC355$24.1K
Clear Street Markets LLC300$20.4K
Root Financial Partners, LLC272$18.5K
Twin Peaks Wealth Advisors, LLC264$17.9K
Innovative Asset Advisors Group, LLC253$17.4K
Generali Asset Management SPA SGR256$17.4K
Raiffeisen Bank International AG245$16.6K
Abound Wealth Management175$11.9K
Wealth Preservation Advisors, LLC87$5.91K
Webster Bank, N. A.75$5.10K
Aspect Partners, LLC25$1.70K
Mountain Hill Investment Partners Corp.17$1.17K
Intentional Wealth Strategies, LLC6$408
MBM Wealth Consultants, LLC2$159
Scarborough Advisors, LLC2$136

Not filed for Q2 2026 yet (14)

Institutions that held W. P. Carey Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC342,841$23.3M
TruWealth Advisors, LLC314,898$21.4M
U.S. Capital Wealth Advisors, LLC141,374$9.61M
Janus Henderson Group PLC20,691$1.41M
Skopos Labs, Inc.16,789$1.14M
Sofos Investments, Inc.12,112$823.1K
My Portfolio Guide, LLC7,515$510.7K
First Affirmative Financial Network5,006$340.2K
Claris Financial LLC4,810$326.9K
Sunbelt Securities, Inc.3,864$262.6K
Journey Strategic Wealth LLC3,833$260.5K
Capital Planning Advisors, LLC3,683$250.3K
McIlrath & Eck, LLC614$41.7K
Red Tortoise LLC32$2.17K