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
Valeo Financial Advisors, LLC	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Round Rock Advisors, LLC	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Eldridge Investment Advisors, Inc.	–	–	–	–	Not filed
Picton Mahoney Asset Management	–	–	–	–	Not filed
Peddock Capital Advisors, LLC	–	–	–	–	Not filed
Precedent Wealth Partners, LLC	–	–	–	–	Not filed
Rockport Wealth LLC	–	–	–	–	Not filed
Gilbert & Cook, Inc.	–	–	–	–	Not filed
Essex Financial Services, Inc.	–	–	–	–	Not filed
Buckingham Strategic Partners	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
Axis Wealth Partners, LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Jacobs Equity LLC	–	–	–	–	Not filed
Grant Private Wealth Management Inc	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Monument Capital Management	–	–	–	–	Not filed
Jacobi Capital Management LLC	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Tredje AP-fonden	–	–	–	–	Not filed
Retirement Planning Co of New England, Inc.	–	–	–	–	Not filed
Stronghold Wealth Management L.L.C.	–	–	–	–	Not filed
Woodward Diversified Capital, LLC	–	–	–	–	Not filed
Gutierrez Wealth Advisory, LLC	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
Gen-Wealth Partners Inc	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
DV Trading LLC	–	–	–	–	Not filed
Hanover Advisors Inc	–	–	–	–	Not filed
Allen Capital Group, LLC	–	–	–	–	Not filed
New Wave Wealth Advisors LLC	–	–	–	–	Not filed
True North Advisors, LLC	–	–	–	–	Not filed
Advisortrust Partners, LLC	–	–	–	–	Not filed
Benjamin Edwards Inc	–	–	–	–	Not filed
DF Dent & Co Inc	–	–	–	–	Not filed
Quadcap Wealth Management, LLC	–	–	–	–	Not filed
CarsonAllaria Wealth Management, Ltd.	–	–	–	–	Not filed
TCG Advisory Services, LLC	–	–	–	–	Not filed
Aptus Capital Advisors, LLC	–	–	–	–	Not filed
Hilltop Holdings Inc.	–	–	–	–	Not filed
Lazard Asset Management LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Resources Investment Advisors, LLC.	–	–	–	–	Not filed
Herold Advisors, Inc.	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
Flagship Private Wealth, LLC	–	–	–	–	Not filed
DRW Securities, LLC	–	–	–	–	Not filed
Family Legacy, Inc.	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Western Wealth Management, LLC	–	–	–	–	Not filed
RFG - Bristol Wealth Advisors, LLC	–	–	–	–	Not filed
Stratos Wealth Partners, LTD.	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Summit Wealth Group, LLC	–	–	–	–	Not filed
Old National Bancorp	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Ticino Wealth	–	–	–	–	Not filed
Verity Asset Management, Inc.	–	–	–	–	Not filed
Miracle Mile Advisors, LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
Apollon Financial, LLC	–	–	–	–	Not filed
KPP Advisory Services LLC	–	–	–	–	Not filed
Per Stirling Capital Management, LLC.	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Plato Investment Management Ltd	–	–	–	–	Not filed
Adapt Wealth Advisors, LLC	–	–	–	–	Not filed
Seeds Investor LLC	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Burney Co	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Clear Creek Financial Management, LLC	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
Widmann Financial Services, Inc.	–	–	–	–	Not filed
Brookfield Asset Management Inc.	–	–	–	–	Not filed
Kathmere Capital Management, LLC	–	–	–	–	Not filed
Dividend Assets Capital, LLC	–	–	–	–	Not filed
MKT Advisors LLC	–	–	–	–	Not filed
Ethos Financial Group, LLC	–	–	–	–	Not filed
Mystic Asset Management, Inc.	–	–	–	–	Not filed
Daymark Wealth Partners, LLC	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
Advocate Investing Services LLC	–	–	–	–	Not filed
Commerzbank Aktiengesellschaft	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
Symphony Financial, Ltd. Co.	–	–	–	–	Not filed
Barlow Wealth Partners, Inc.	–	–	–	–	Not filed
Two Sigma Securities, LLC	–	–	–	–	Not filed
Inceptionr LLC	–	–	–	–	Not filed
Meeder Advisory Services, Inc.	–	–	–	–	Not filed
OneAscent Financial Services LLC	–	–	–	–	Not filed
NorthStar Asset Management LLC	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
Main Street Financial Solutions, LLC	–	–	–	–	Not filed