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
Maryland State Retirement & Pension System	–	–	–	–	Not filed
Omers Administration Corp	–	–	–	–	Not filed
Banco Bilbao Vizcaya Argentaria, S.A.	–	–	–	–	Not filed
EFG International AG	–	–	–	–	Not filed
Legacy Capital Wealth Partners, LLC	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
RB Capital Management, LLC	–	–	–	–	Not filed
BLB&B Advisors, LLC	–	–	–	–	Not filed
Client 1st Advisory Group, LLC	–	–	–	–	Not filed
Family Wealth Partners, LLC	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
J. Safra Sarasin Holding AG	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
Wealthspire Advisors, LLC	–	–	–	–	Not filed
First National Bank of Mount Dora, Trust Investment Services	–	–	–	–	Not filed
Dudley Capital Management, LLC	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Elo Mutual Pension Insurance Co	–	–	–	–	Not filed
Liberty Square Wealth Partners LLC	–	–	–	–	Not filed
Centersquare Investment Management LLC	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
Prosperity Consulting Group, LLC	–	–	–	–	Not filed
Accel Wealth Management	–	–	–	–	Not filed
Invst, LLC	–	–	–	–	Not filed
Norinchukin Bank, The	–	–	–	–	Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP	–	–	–	–	Not filed
DoubleLine ETF Adviser LP	–	–	–	–	Not filed
C2C Wealth Management, LLC	–	–	–	–	Not filed
Pinnacle Financial Partners, Inc.	–	–	–	–	Not filed
Liberty One Investment Management, LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Envestnet Portfolio Solutions, Inc.	–	–	–	–	Not filed
Old Port Advisors	–	–	–	–	Not filed
Laraway Financial Inc	–	–	–	–	Not filed
We Are One Seven, LLC	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
Capital Investment Advisory Services, LLC	–	–	–	–	Not filed
Dynamic Technology Lab Private Ltd	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
Wellington Shields & Co., LLC	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Canada Post Corp Registered Pension Plan	–	–	–	–	Not filed
Colonial Trust Co	–	–	–	–	Not filed
Winton Group Ltd	–	–	–	–	Not filed
Tokio Marine Asset Management Co Ltd	–	–	–	–	Not filed
ASR Vermogensbeheer N.V.	–	–	–	–	Not filed
Venture Visionary Partners LLC	–	–	–	–	Not filed
Sagewood Asset Management LP	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Bradley Foster & Sargent Inc	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Groupe la Francaise	–	–	–	–	Not filed
Brookwood Investment Group LLC	–	–	–	–	Not filed
Archer Investment Corp	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. AG	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
Independent Advisor Alliance	–	–	–	–	Not filed
HighPoint Advisor Group LLC	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
Meiji Yasuda Asset Management Co Ltd.	–	–	–	–	Not filed
Hudson Portfolio Management LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
FLC Capital Advisors	–	–	–	–	Not filed
Synergy Financial Management, LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Apella Capital, LLC	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Krane Funds Advisors LLC	–	–	–	–	Not filed
Kerntke Otto McGlone Wealth Management Group	–	–	–	–	Not filed
COFG Advisors, LLC	–	–	–	–	Not filed
Armstrong, Fleming & Moore, Inc	–	–	–	–	Not filed
Diligent Investors, LLC	–	–	–	–	Not filed
Accurate Wealth Management, LLC	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Ignite Planners, LLC	–	–	–	–	Not filed
Teamwork Financial Advisors, LLC	–	–	–	–	Not filed
Virtus ETF Advisers LLC	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Silver Oak Securities, Inc	–	–	–	–	Not filed
Focus Financial Network, Inc.	–	–	–	–	Not filed
E. Ohman J:or Asset Management AB	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Fulcrum Asset Management LLP	–	–	–	–	Not filed
MQS Management LLC	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed