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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.

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
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 held
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Diversify Wealth Management, LLC––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Pensionfund Sabic––––Not filed
Inspirion Wealth Advisors, LLC––––Not filed
Naviter Wealth, LLC––––Not filed
Horizon Kinetics Asset Management LLC––––Not filed
Belpointe Asset Management LLC––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Hilltop Partners LLC––––Not filed
Summit Trail Advisors, LLC––––Not filed
Independent Financial Group, LLC––––Not filed
HORAN Wealth, LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
HB Wealth Management, LLC––––Not filed
Jeppson Wealth Management, LLC––––Not filed
Machina Capital S.A.S.––––Not filed
Penserra Capital Management LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Griffin Asset Management, Inc.––––Not filed
Summit Financial, LLC––––Not filed
Royal Fund Management, LLC––––Not filed
Dockside LLC––––Not filed
Kepler Cheuvreux (Suisse) SA––––Not filed
NewEdge Wealth, LLC––––Not filed
Ostrum Asset Management––––Not filed
Bank of Nova Scotia––––Not filed
Hancock Whitney Corp––––Not filed
National Pension Service––––Not filed
Moors & Cabot, Inc.––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Laurel Oak Wealth Management, LLC––––Not filed
Clarion Wealth Managment Partners, LLC––––Not filed
New Insight Wealth Advisors––––Not filed
Arete Wealth Advisors, LLC––––Not filed
Securian Asset Management, Inc––––Not filed
Colonial Trust Advisors––––Not filed
Samalin Investment Counsel, LLC––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Harbor Investment Advisory, LLC––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Associated Banc-Corp––––Not filed
Gulf International Bank (UK) Ltd––––Not filed
Jupiter Topco LLC––––Not filed
Carnegie Lake Advisors LLC––––Not filed
RMB Capital Management, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Blair William & Co––––Not filed
Oppenheimer & Co Inc––––Not filed
Campbell & CO Investment Adviser LLC––––Not filed
Wealthstar Advisors, LLC––––Not filed
Atria Investments LLC––––Not filed
Savant Capital, LLC––––Not filed
Saudi Central Bank––––Not filed
IHT Wealth Management, LLC––––Not filed
Axq Capital, LP––––Not filed
Kovack Advisors, Inc.––––Not filed
Toroso Investments, LLC––––Not filed
Everstar Asset Management, LLC––––Not filed
Summit Wealth Group LLC––––Not filed
GWM Advisors LLC––––Not filed
Prudential Financial Inc––––Not filed
Cooper Financial Group––––Not filed
Applied Capital LLC––––Not filed
Investment Management Corp of Ontario––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Roof Eidam & Maycock––––Not filed
Bahl & Gaynor Inc––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Cullen Capital Management LLC––––Not filed
Texas Yale Capital Corp.––––Not filed
Kentucky Retirement Systems––––Not filed
Nicholas Hoffman & Company, LLC.––––Not filed
Howe & Rusling Inc––––Not filed
LRI Investments, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Pasadena Private Wealth, LLC––––Not filed
McGlone Suttner Wealth Management, Inc.––––Not filed
Founders Financial Alliance, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Vista Investment Management––––Not filed
Gateway Wealth Partners, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Woodline Partners LP––––Not filed
Merit Financial Group, LLC––––Not filed
CIBC Asset Management Inc––––Not filed
Redhawk Wealth Advisors, Inc.––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
PFG Investments, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Waldron Private Wealth LLC––––Not filed
WealthPlan Investment Management, LLC––––Not filed
Intech Investment Management LLC––––Not filed
Abn Amro Investment Solutions––––Not filed
Oak Thistle LLC––––Not filed
Vident Advisory, LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
Spirit of America Management Corp––––Not filed
Cambria Investment Management, L.P.––––Not filed