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
State of Michigan Retirement System	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
BI Asset Management Fondsmaeglerselskab A/S	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Entropy Technologies, LP	–	–	–	–	Not filed
Alpha Omega Wealth Management LLC	–	–	–	–	Not filed
GSI Capital Advisors LLC	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
NewSquare Capital LLC	–	–	–	–	Not filed
Y-Intercept (Hong Kong) Ltd	–	–	–	–	Not filed
Lansforsakringar Fondforvaltning AB (publ)	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Romano Brothers and Company	–	–	–	–	Not filed
Vestcor Inc	–	–	–	–	Not filed
HighTower Advisors, LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Andra AP-fonden	–	–	–	–	Not filed
NEOS Investment Management LLC	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Fuller & Thaler Asset Management, Inc.	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Pensionfund DSM Netherlands	–	–	–	–	Not filed
Guggenheim Capital LLC	–	–	–	–	Not filed
Freedom Financial Partners LLC	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
CWM Advisors, LLC	–	–	–	–	Not filed
DnB Asset Management AS	–	–	–	–	Not filed
Allstate Corp	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Meixler Investment Management, Ltd.	–	–	–	–	Not filed
SummitTX Capital, L.P.	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Hazelview Securities Inc.	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
Capital Square, LLC	–	–	–	–	Not filed
Coldstream Capital Management Inc	–	–	–	–	Not filed
Investmark Advisory Group LLC	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Nomura Asset Management International Inc.	–	–	–	–	Not filed
Tudor Investment Corp Et Al	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Wealthcare Advisory Partners LLC	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Weaver Consulting Group	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
British Columbia Investment Management Corp	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Toronto Dominion Bank	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Erste Asset Management GmbH	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
Wellington Shields Capital Management, LLC	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Gradient Capital Advisors, LLC	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Evergreen Wealth Solutions, LLC	–	–	–	–	Not filed
BridgePort Financial Solutions, LLC	–	–	–	–	Not filed
SFMG, LLC	–	–	–	–	Not filed
Stordahl Capital Management, Inc.	–	–	–	–	Not filed
TT Capital Management LLC	–	–	–	–	Not filed
Excalibur Management Corp	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
Flputnam Investment Management Co	–	–	–	–	Not filed
Fiduciary Alliance LLC	–	–	–	–	Not filed
Cozad Asset Management Inc	–	–	–	–	Not filed
OP Asset Management Ltd	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Apollon Wealth Management, LLC	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
CMH Wealth Management LLC	–	–	–	–	Not filed
Vanderbilt University	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
NorthRock Partners, LLC	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Demars Financial Group, LLC	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed