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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 271 | $19.4K | 0.00% | +212+359.3% | Added |
| Salomon & Ludwin, LLC | 277 | $19.6K | 0.00% | −3−1.1% | Reduced |
| Compass Financial Management LLC | 277 | $20.0K | 0.00% | +277 | New |
| GHP Investment Advisors, Inc. | 287 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 302 | $21.9K | 0.02% | 00.0% | Unchanged |
| Blueline Advisors LLC | 311 | $22.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 320 | $22.9K | 0.00% | +44+15.9% | Added |
| Covestor Ltd | 318 | $23.0K | 0.01% | −27−7.8% | Reduced |
| Hilton Head Capital Partners, LLC | 322 | $23.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 334 | $23.9K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $24.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 366 | $26.1K | 0.00% | +5+1.4% | Added |
| Gill Capital Partners, LLC | 371 | $26.5K | 0.01% | +5+1.4% | Added |
| Montag A & Associates Inc | 390 | $28.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 400 | $28.6K | 0.01% | +400 | New |
| Fourth Dimension Wealth, LLC | 402 | $28.7K | 0.01% | −3−0.7% | Reduced |
| Heritage Wealth Advisors | 402 | $28.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 411 | $29.4K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $29.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 416 | $29.7K | 0.00% | +211+102.9% | Added |
| Strengthening Families & Communities, LLC | 446 | $31.9K | 0.01% | −53−10.6% | Reduced |
| Osbon Capital Management LLC | 447 | $32.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 463 | $33.1K | 0.00% | −58−11.1% | Reduced |
| Richardson Financial Services Inc. | 463 | $33.1K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 476 | $34.1K | 0.01% | +5+1.1% | Added |
| Loomis Sayles & Co L P | 478 | $34.2K | 0.00% | +478 | New |
| SHP Wealth Management | 486 | $34.8K | 0.00% | +8+1.7% | Added |
| Investors Portfolio Services LLC | 481 | $34.8K | 0.03% | +5+1.1% | Added |
| Avalon Trust Co | 500 | $35.8K | 0.00% | +500 | New |
| City State Bank | 518 | $37.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 527 | $37.7K | 0.00% | +227+75.7% | Added |
| Duff & Phelps Investment Management Co | 532 | $38.0K | 0.00% | +532 | New |
| Steigerwald, Gordon & Koch Inc. | 567 | $40.5K | 0.00% | +567 | New |
| Ancora Advisors, LLC | 578 | $41.4K | 0.00% | −76−11.6% | Reduced |
| New England Capital Financial Advisors LLC | 583 | $41.7K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 593 | $42.4K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $43.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 643 | $46.0K | 0.12% | −3,885−85.8% | Reduced |
| True Wealth Design, LLC | 664 | $47.5K | 0.01% | +53+8.7% | Added |
| Millstone Evans Group, LLC | 672 | $48.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 684 | $48.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 693 | $49.5K | 0.00% | +51+7.9% | Added |
| Hilltop National Bank | 694 | $49.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 696 | $50.4K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 724 | $51.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 733 | $52.0K | 0.01% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 730 | $52.2K | 0.04% | +730 | New |
| Essential Partners LLC | 730 | $52.2K | 0.02% | +500+217.4% | Added |
| Hurley Capital, LLC | 795 | $56.8K | 0.03% | +11+1.4% | Added |
| Johnson Financial Group, Inc. | 862 | $62.4K | 0.00% | +96+12.5% | Added |
| Independence Bank of Kentucky | 880 | $62.9K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 887 | $63.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 907 | $64.9K | 0.01% | +907 | New |
| Wolff Wiese Magana LLC | 948 | $67.8K | 0.03% | +112+13.4% | Added |
| Armstrong Advisory Group, Inc | 951 | $68.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 952 | $68.1K | 0.02% | +68+7.7% | Added |
| Oakworth Capital, Inc. | 969 | $68.6K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $68.7K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 975 | $69.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 992 | $70.9K | 0.00% | +992 | New |
| Cheviot Value Management, LLC | 1,008 | $72.1K | 0.01% | +400+65.8% | Added |
| Smartleaf Asset Management LLC | 1,022 | $75.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,058 | $75.7K | 0.01% | +10+1.0% | Added |
| North Star Investment Management Corp. | 1,073 | $76.7K | 0.00% | −192−15.2% | Reduced |
| IFG Advisory, LLC | 1,076 | $76.9K | 0.00% | +1,076 | New |
| Key Capital Management, INC | 1,125 | $80.4K | 0.04% | +1,125 | New |
| Banque Cantonale Vaudoise | 1,138 | $81.0K | 0.00% | +1,138 | New |
| Proathlete Wealth Management LLC | 1,175 | $84.0K | 0.02% | +15+1.3% | Added |
| Tower Trust & Investment Co | 1,212 | $86.7K | 0.05% | +1,212 | New |
| South State Corp. | 1,296 | $92.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,300 | $93.0K | 0.03% | +300+30.0% | Added |
| Bangor Savings Bank | 1,305 | $93.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,367 | $97.7K | 0.01% | +309+29.2% | Added |
| Triumph Capital Management | 1,375 | $98.3K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,379 | $98.6K | 0.02% | +17+1.2% | Added |
| Bruce G. Allen Investments, LLC | 1,408 | $100.7K | 0.06% | −3−0.2% | Reduced |
| Spire Wealth Management | 1,426 | $102.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,470 | $103.7K | 0.00% | −415−22.0% | Reduced |
| Pillar Financial Advisors, LLC | 1,489 | $106.5K | 0.06% | 00.0% | Unchanged |
| PEAK6 LLC | 1,494 | $106.8K | 0.00% | −8,581−85.2% | Reduced |
| Asset Planning,Inc | 1,540 | $110.1K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,558 | $111.0K | 0.00% | −69−4.2% | Reduced |
| IFP Advisors, Inc | 1,596 | $114.1K | 0.00% | −145−8.3% | Reduced |
| Fairscale Capital, LLC | 1,600 | $115.9K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,622 | $116.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,617 | $116.0K | 0.00% | −1,614−50.0% | Reduced |
| Ameriflex Group, Inc. | 1,702 | $121.7K | 0.05% | +4+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 1,748 | $125.0K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,757 | $125.6K | 0.00% | −2−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,770 | $126.6K | 0.03% | +133+8.1% | Added |
| Westend Capital Management, LLC | 1,793 | $128.2K | 0.03% | +72+4.2% | Added |
| Hanson & Doremus Investment Management | 1,810 | $129.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,809 | $129.3K | 0.00% | +32+1.8% | Added |
| Markowski Investments | 1,863 | $133.2K | 0.03% | +1,863 | New |
| First National Bank | 1,978 | $141.4K | 0.06% | +1,978 | New |
| St Germain D J Co Inc | 2,043 | $146.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 2,097 | $149.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,144 | $153.3K | 0.01% | −59−2.7% | Reduced |
| MCF Advisors LLC | 2,126 | $153.6K | 0.01% | +1,042+96.1% | Added |