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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
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
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
Robbins Farley LLC––––Not filed
Atlantic Trust, LLC––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
Covestor Ltd––––Not filed
Rothschild Investment LLC––––Not filed
Blueline Advisors LLC––––Not filed
Ankerstar Wealth, LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Compass Financial Management LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
First Eagle Investment Management, LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
Ronald Blue Trust, Inc.––––Not filed
TD Private Client Wealth LLC––––Not filed
Ameliora Wealth Management Ltd.––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Westside Investment Management, Inc.––––Not filed
Ritter Daniher Financial Advisory LLC––––Not filed
Paladin Advisory Group, LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Cornerstone Planning Group LLC––––Not filed
Meeder Asset Management Inc––––Not filed
Piscataqua Savings Bank––––Not filed
Virginia Estate & Retirement Planning Advisors Inc.––––Not filed
Smithfield Trust Co––––Not filed
Davis Capital Management––––Not filed
Farmers & Merchants Investments Inc––––Not filed
ZRC Wealth Management, LLC––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
McDonald Partners LLC––––Not filed
Key Financial Inc––––Not filed
Byrne Asset Management LLC––––Not filed
Tidemark, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Blume Capital Management, Inc.––––Not filed
Private Wealth Management Group, LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Atlas Capital Advisors LLC––––Not filed
MPWM Advisory Solutions, LLC––––Not filed
Bogart Wealth, LLC––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Signature Resources Capital Management, LLC––––Not filed
High Note Wealth, LLC––––Not filed
Dogwood Wealth Management LLC––––Not filed
Birchbrook, Inc.––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Wilkerson Advisory Group LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
McGuire Capital Advisors Inc––––Not filed
Rialto Wealth Management, LLC––––Not filed
Cromwell Holdings LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Southern Michigan Bank & Trust––––Not filed
LifeSteps Financial, Inc.––––Not filed
Hager Investment Management Services, LLC––––Not filed
Insight Financial Services––––Not filed
WealthCollab, LLC––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Manning & Napier Advisors LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Hughes Financial Services, LLC––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Highline Wealth Partners LLC––––Not filed
Sachetta, LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Downshift Financial, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Bokf, NA––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
CVA Family Office, LLC––––Not filed
Retirement Wealth Solutions LLC––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
MV Capital Management, Inc.––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Allied Private Wealth LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
NBT Bank N A––––Not filed
Caitlin John, LLC––––Not filed
Brooklyn FI, LLC––––Not filed
Financial Consulate, Inc––––Not filed
Raffa Wealth Management, LLC––––Not filed
Coston, McIsaac & Partners––––Not filed
Dunhill Financial, LLC––––Not filed
Valued Wealth Advisors LLC––––Not filed
Morse Asset Management, Inc––––Not filed
Quaker Wealth Management, LLC––––Not filed
JNBA Financial Advisors––––Not filed
American Capital Advisory, LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Activest Wealth Management––––Not filed
Beaird Harris Wealth Management, LLC––––Not filed