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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 5,029,277 | $358.8M | 0.02% | +115,366+2.3% | Added |
| Vanguard Capital Management LLC | 10,026,079 | $716.9M | 0.02% | +32,889+0.3% | Added |
| State Street Corp | 12,356,050 | $894.8M | 0.03% | +17,455+0.1% | Added |
| Vanguard Portfolio Management LLC | 19,241,915 | $1.38B | 0.06% | +90,739+0.5% | Added |
| BlackRock, Inc. | 33,172,035 | $2.37B | 0.04% | +3,062,946+10.2% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −664,468−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −346,578−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −155,149−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −153,462−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −138,518−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −69,721−100.0% | Sold out |
| Cohen Capital Management, Inc. | 0 | $0 | 0.00% | −69,189−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −65,618−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −58,193−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −43,622−100.0% | Sold out |
| Presima Inc. | 0 | $0 | 0.00% | −43,207−100.0% | Sold out |
| Brummer Multi-Strategy AB | 0 | $0 | 0.00% | −28,508−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −27,964−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −20,685−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −18,182−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −16,986−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −15,771−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −14,111−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −13,299−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −8,032−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,392−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,374−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| TritonPoint Partners, LLC | 0 | $0 | 0.00% | −3,990−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,503−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,244−100.0% | Sold out |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −3,111−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2,899−100.0% | Sold out |
| Split Rock Private Trading & Wealth Management, LLC | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Networth Advisors, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| TruWealth Advisors, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| My Portfolio Guide, LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Claris Financial LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Capital Planning Advisors, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |