W. P. Carey Inc.

WPC

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001025378

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in W. P. Carey Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 5; +1 vs. Q2 2026
Shares held: 5.53K; +2.31K (+72.0%) vs. Q2 2026
Total value: $357.4K; +$127.3K (+55.3%) vs. Q2 2026
New holders: 1; 3 more added
Sold out: 0; 0 more reduced

901 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders

Value held

Institutions holding WPC and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2026.

Institutions holding WPC in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Versant Capital Management, Inc	2,351	$151.9K	0.01%	+984+72.0%	Added
CX Institutional	1,961	$127.0K	0.00%	+344+21.3%	Added
Miller Global Investments, LLC	758	$49.0K	0.04%	+758	New
GoalVest Advisory LLC	449	$29.0K	0.01%	+227+102.3%	Added
Planning Strategies Inc.	7	$452	0.00%	00.0%	Unchanged
BlackRock, Inc.	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Equity Investment Corp	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Caisse de Depot Et Placement du Quebec	–	–	–	–	Not filed
Advisors Capital Management, LLC	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Robeco Institutional Asset Management B.V.	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
Zacks Investment Management	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
Sumitomo Mitsui Trust Holdings, Inc.	–	–	–	–	Not filed
Swiss National Bank	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
APG Asset Management US Inc.	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Great West Life Assurance Co	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Citadel Advisors LLC	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Connor, Clark & Lunn Investment Management Ltd.	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Nomura Asset Management Co Ltd	–	–	–	–	Not filed
Storebrand Asset Management AS	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Jain Global LLC	–	–	–	–	Not filed
Arbejdsmarkedets Tillaegspension	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Cbre Clarion Securities LLC	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
Berkshire Asset Management LLC	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Brown Advisory Inc	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Private Management Group Inc	–	–	–	–	Not filed
Korea Investment CORP	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Renaissance Technologies LLC	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Susquehanna Portfolio Strategies, LLC	–	–	–	–	Not filed
Lighthouse Investment Partners, LLC	–	–	–	–	Not filed
Heitman Real Estate Securities LLC	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Candriam Luxembourg S.C.A.	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed