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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in W. P. Carey Inc. as of Jun 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

Institutional holders
905
+50 vs. Q1 2026
Shares held
179.1M
+8.15M (+4.8%) vs. Q1 2026
Total value
$12.8B
+$1.19B (+10.2%) vs. Q1 2026
New holders
109
346 more added
Sold out
59
301 more reduced

14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 905 institutions
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 heldQ2 2026: $12.8B
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, Q2 2026

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2026.

Institutions holding WPC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Kilter Group LLC0$280.00%0New
Silicon Valley Capital Partners1$720.00%00.0%Unchanged
Synergy Investment Management, LLC1$750.00%+1New
TFC Financial Management2$1430.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$1430.00%+2New
Beaird Harris Wealth Management, LLC3$2150.00%00.0%Unchanged
Activest Wealth Management3$2150.00%+1+50.0%Added
Cape Investment Advisory, Inc.5$3580.00%+5New
Prestige Wealth Management Group LLC5$3630.00%+3+150.0%Added
Glen Eagle Advisors, LLC6$4290.00%00.0%Unchanged
American Capital Advisory, LLC7$5010.00%00.0%Unchanged
JNBA Financial Advisors7$5010.00%+7New
Planning Strategies Inc.7$5010.00%+7New
Quaker Wealth Management, LLC8$5720.00%00.0%Unchanged
Morse Asset Management, Inc10$7150.00%+10New
Valued Wealth Advisors LLC11$7970.00%00.0%Unchanged
Dunhill Financial, LLC12$8730.00%00.0%Unchanged
Coston, McIsaac & Partners14$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$1.00K0.00%−41−74.5%Reduced
Financial Consulate, Inc14$1.00K0.00%00.0%Unchanged
Brooklyn FI, LLC14$1.06K0.00%+14New
Caitlin John, LLC16$1.13K0.00%−10−38.5%Reduced
NBT Bank N A16$1.14K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC18$1.29K0.00%+18New
Continuum Advisory, LLC19$1.36K0.00%+19New
Allied Private Wealth LLC20$1.43K0.00%+20New
Principia Wealth Advisory, LLC20$1.43K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$1.45K0.00%+20New
MV Capital Management, Inc.23$1.65K0.00%−3−11.5%Reduced
TIAA Wealth Investment Management LLC23$1.68K0.00%−197−89.5%Reduced
Retirement Wealth Solutions LLC24$1.72K0.00%00.0%Unchanged
CVA Family Office, LLC27$1.93K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC31$2.00K0.00%00.0%Unchanged
Bokf, NA29$2.07K0.00%+29New
Cornerstone Financial Management LLC30$2.15K0.00%−16−34.8%Reduced
Silver Grove Financial Group, Inc.32$2.29K0.00%+32New
Downshift Financial, LLC32$2.29K0.00%+32New
Sachetta, LLC34$2.43K0.00%00.0%Unchanged
Highline Wealth Partners LLC36$2.57K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC37$2.65K0.00%00.0%Unchanged
Hughes Financial Services, LLC38$2.72K0.00%+15+65.2%Added
Buck Wealth Strategies, LLC39$2.79K0.00%+39New
Bell Investment Advisors, Inc44$3.15K0.00%00.0%Unchanged
Manning & Napier Advisors LLC45$3.31K0.00%+34+309.1%Added
WealthCollab, LLC47$3.36K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.47$3.36K0.00%+5+11.9%Added
Insight Financial Services48$3.43K0.00%00.0%Unchanged
Southern Michigan Bank & Trust50$3.58K0.00%−66−56.9%Reduced
LifeSteps Financial, Inc.50$3.58K0.00%+50New
Hager Investment Management Services, LLC50$3.58K0.00%+50New
Kayne Anderson Rudnick Investment Management LLC50$3.64K0.00%+50New
Cromwell Holdings LLC51$3.69K0.00%+15+41.7%Added
Rialto Wealth Management, LLC57$4.08K0.00%+31+119.2%Added
McGuire Capital Advisors Inc58$4.15K0.00%00.0%Unchanged
Fortitude Family Office, LLC64$4.58K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC70$5.00K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.74$5.29K0.00%+74New
Birchbrook, Inc.80$5.72K0.00%00.0%Unchanged
Dogwood Wealth Management LLC85$6.08K0.00%−58−40.6%Reduced
High Note Wealth, LLC88$6.29K0.00%+2+2.3%Added
Signature Resources Capital Management, LLC91$6.51K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.93$6.65K0.00%+4+4.5%Added
Action Point Financial Planning, LLC99$6.87K0.00%+99New
HHM Wealth Advisors, LLC104$7.44K0.00%00.0%Unchanged
Bogart Wealth, LLC107$7.65K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC109$7.79K0.00%00.0%Unchanged
Atlas Capital Advisors LLC112$8.01K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.114$8.15K0.00%−196−63.2%Reduced
Private Wealth Management Group, LLC130$9.29K0.00%00.0%Unchanged
Blume Capital Management, Inc.134$9.58K0.00%00.0%Unchanged
Olistico Wealth, LLC135$9.65K0.00%−100−42.6%Reduced
Owl Creek Wealth Partners LLC135$9.65K0.00%+10+8.0%Added
SJS Investment Consulting Inc.142$10.2K0.00%00.0%Unchanged
Tidemark, LLC144$10.3K0.00%00.0%Unchanged
Byrne Asset Management LLC160$10.8K0.01%00.0%Unchanged
Key Financial Inc160$11.5K0.00%−824−83.7%Reduced
Zions Bancorporation, National Association164$11.7K0.00%+54+49.1%Added
McDonald Partners LLC164$11.7K0.00%+164New
Basecamp Wealth Advisors LLC167$11.9K0.00%00.0%Unchanged
ZRC Wealth Management, LLC169$12.1K0.00%+169New
Farmers & Merchants Investments Inc190$13.6K0.00%00.0%Unchanged
Davis Capital Management191$13.7K0.01%00.0%Unchanged
Smithfield Trust Co200$14.0K0.00%00.0%Unchanged
Piscataqua Savings Bank200$14.3K0.01%−75−27.3%Reduced
Virginia Estate & Retirement Planning Advisors Inc.200$14.3K0.02%00.0%Unchanged
Meeder Asset Management Inc200$14.3K0.00%+200New
Cornerstone Planning Group LLC201$15.2K0.00%+1+0.5%Added
TD Waterhouse Canada Inc.219$15.5K0.00%00.0%Unchanged
Paladin Advisory Group, LLC220$15.7K0.01%00.0%Unchanged
GoalVest Advisory LLC222$15.9K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC223$15.9K0.00%00.0%Unchanged
Westside Investment Management, Inc.224$16.0K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.227$16.2K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.230$16.4K0.00%00.0%Unchanged
TD Private Client Wealth LLC231$16.5K0.00%−73−24.0%Reduced
Ronald Blue Trust, Inc.244$17.4K0.00%−79−24.5%Reduced
Rosenberg Matthew Hamilton250$17.9K0.00%00.0%Unchanged
Brown Brothers Harriman & Co254$18.2K0.00%00.0%Unchanged
Tompkins Financial Corp270$19.3K0.00%−330−55.0%Reduced