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: 10; 0 vs. Q2 2026
Shares held: 70.8K; −1.64K (−2.3%) vs. Q2 2026
Total value: $4.58M; −$604.8K (−11.7%) vs. Q2 2026
New holders: 1; 4 more added
Sold out: 1; 3 more reduced

895 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
Kera Capital Partners, Inc.	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Horizon Investments, LLC	–	–	–	–	Not filed
Walleye Trading LLC	–	–	–	–	Not filed
HM Payson & Co	–	–	–	–	Not filed
SOA Wealth Advisors, LLC.	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
IAG Wealth Partners, LLC	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Abound Financial, LLC	–	–	–	–	Not filed
MCF Advisors LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
BFSG, LLC	–	–	–	–	Not filed
St Germain D J Co Inc	–	–	–	–	Not filed
First National Bank	–	–	–	–	Not filed
Markowski Investments	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Hanson & Doremus Investment Management	–	–	–	–	Not filed
Westend Capital Management, LLC	–	–	–	–	Not filed
Cary Street Partner Investment Advisory LLC	–	–	–	–	Not filed
Beacon Investment Advisory Services, Inc.	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
Ameriflex Group, Inc.	–	–	–	–	Not filed
Golden State Wealth Management, LLC	–	–	–	–	Not filed
Fairscale Capital, LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Capital Analysts, LLC	–	–	–	–	Not filed
Asset Planning,Inc	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
Pillar Financial Advisors, LLC	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Winch Advisory Services, LLC	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Bangor Savings Bank	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
South State Corp.	–	–	–	–	Not filed
Tower Trust & Investment Co	–	–	–	–	Not filed
Proathlete Wealth Management LLC	–	–	–	–	Not filed
Banque Cantonale Vaudoise	–	–	–	–	Not filed
Key Capital Management, INC	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
REAP Financial Group, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Cheviot Value Management, LLC	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
Oslo Pensjonsforsikring AS	–	–	–	–	Not filed
Central Pacific Bank - Trust Division	–	–	–	–	Not filed
Oakworth Capital, Inc.	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
Armstrong Advisory Group, Inc	–	–	–	–	Not filed
Wolff Wiese Magana LLC	–	–	–	–	Not filed
Concord Wealth Partners	–	–	–	–	Not filed
Hoey Investments, Inc	–	–	–	–	Not filed
Independence Bank of Kentucky	–	–	–	–	Not filed
Johnson Financial Group, Inc.	–	–	–	–	Not filed
Hurley Capital, LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Oakmont Advisory Group, LLC	–	–	–	–	Not filed
TSFG, LLC	–	–	–	–	Not filed
Bank Julius Baer & Co. Ltd, Zurich	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Hilltop National Bank	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Millstone Evans Group, LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Golden State Equity Partners	–	–	–	–	Not filed
Pin Oak Investment Advisors Inc	–	–	–	–	Not filed
Frazier Financial Advisors, LLC	–	–	–	–	Not filed
New England Capital Financial Advisors LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Steigerwald, Gordon & Koch Inc.	–	–	–	–	Not filed
Duff & Phelps Investment Management Co	–	–	–	–	Not filed
Caldwell Trust Co	–	–	–	–	Not filed
City State Bank	–	–	–	–	Not filed
Avalon Trust Co	–	–	–	–	Not filed
Investors Portfolio Services LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Loomis Sayles & Co L P	–	–	–	–	Not filed
MTM Investment Management, LLC	–	–	–	–	Not filed
Richardson Financial Services Inc.	–	–	–	–	Not filed
Osbon Capital Management LLC	–	–	–	–	Not filed
Strengthening Families & Communities, LLC	–	–	–	–	Not filed
Quarry LP	–	–	–	–	Not filed
First United Bank Trust	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Heritage Wealth Advisors	–	–	–	–	Not filed
Fourth Dimension Wealth, LLC	–	–	–	–	Not filed
Commonwealth Retirement Investments LLC	–	–	–	–	Not filed
Montag A & Associates Inc	–	–	–	–	Not filed
Gill Capital Partners, LLC	–	–	–	–	Not filed
Nemes Rush Group LLC	–	–	–	–	Not filed
Thompson Investment Management, Inc.	–	–	–	–	Not filed