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 |
|---|---|---|---|---|---|
| Abound Financial, LLC | 2,171 | $155.2K | 0.06% | +2,171 | New |
| Larson Financial Group LLC | 2,386 | $170.6K | 0.00% | −223−8.5% | Reduced |
| IAG Wealth Partners, LLC | 2,389 | $170.8K | 0.02% | +3+0.1% | Added |
| Bessemer Group Inc | 2,432 | $174.0K | 0.00% | +146+6.4% | Added |
| EverSource Wealth Advisors, LLC | 2,436 | $174.2K | 0.01% | −867−26.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,446 | $174.9K | 0.03% | +13+0.5% | Added |
| HM Payson & Co | 2,530 | $180.9K | 0.00% | −360−12.5% | Reduced |
| Walleye Trading LLC | 2,545 | $182.0K | 0.00% | +2,545 | New |
| Horizon Investments, LLC | 2,637 | $188.5K | 0.00% | +399+17.8% | Added |
| Trust Co of Vermont | 2,691 | $192.4K | 0.01% | +2,691 | New |
| Atlantic Union Bankshares Corp | 2,720 | $194.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,743 | $198.8K | 0.02% | −317−10.4% | Reduced |
| AdvisorNet Financial, Inc | 2,782 | $198.9K | 0.01% | +743+36.4% | Added |
| Kera Capital Partners, Inc. | 2,798 | $200.1K | 0.02% | +2,798 | New |
| Strategic Blueprint, LLC | 2,798 | $200.1K | 0.01% | +2,798 | New |
| Bourgeon Capital Management LLC | 2,800 | $200.2K | 0.03% | −500−15.2% | Reduced |
| Allie Family Office LLC | 2,800 | $200.2K | 0.07% | +2,800 | New |
| Berger Financial Group, Inc | 2,804 | $200.5K | 0.01% | +2,804 | New |
| Checchi Capital Advisers, LLC | 2,808 | $200.8K | 0.01% | +2,808 | New |
| Vestmark Advisory Solutions, Inc. | 2,823 | $201.8K | 0.00% | +2,823 | New |
| Raleigh Capital Management Inc. | 2,827 | $202.2K | 0.06% | −50−1.7% | Reduced |
| Pegasus Asset Management, Inc. | 2,838 | $202.9K | 0.06% | +2,838 | New |
| Diesslin Group, Inc. | 2,846 | $203.5K | 0.08% | +2,846 | New |
| BCO Wealth Management LLC | 2,850 | $203.8K | 0.11% | +2,850 | New |
| Virtue Capital Management, LLC | 2,854 | $204.1K | 0.03% | +2,854 | New |
| SNS Financial Group, LLC | 2,874 | $205.5K | 0.00% | +2,874 | New |
| Columbia Asset Management | 2,890 | $206.6K | 0.04% | −585−16.8% | Reduced |
| Kestra Investment Management, LLC | 2,890 | $206.6K | 0.00% | −629−17.9% | Reduced |
| Titleist Asset Management, LLC | 2,923 | $209.0K | 0.01% | −487−14.3% | Reduced |
| Sovereign Financial Group, Inc. | 2,924 | $209.1K | 0.03% | −69−2.3% | Reduced |
| Oak Harvest Investment Services | 2,929 | $209.4K | 0.02% | +2,929 | New |
| Modera Wealth Management, LLC | 2,931 | $209.6K | 0.00% | +2,931 | New |
| Valmark Advisers, Inc. | 2,942 | $210.4K | 0.00% | −7−0.2% | Reduced |
| Osmosis Investment Management UK Ltd | 2,943 | $210.4K | 0.01% | −3,070−51.1% | Reduced |
| First Nebraska Trust Co | 2,950 | $210.9K | 0.02% | +2,950 | New |
| GF Fund Management Co. Ltd. | 2,965 | $212.0K | 0.00% | −346−10.5% | Reduced |
| Turning Point Benefit Group, Inc. | 2,996 | $214.0K | 0.09% | +2,996 | New |
| Kingsview Wealth Management, LLC | 2,993 | $214.0K | 0.00% | −531−15.1% | Reduced |
| Brevan Howard Capital Management LP | 2,995 | $214.1K | 0.00% | −4,774−61.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,000 | $214.5K | 0.04% | −1,131−27.4% | Reduced |
| Intelligence Driven Advisers, LLC | 3,000 | $214.5K | 0.03% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,016 | $215.6K | 0.04% | −2,002−39.9% | Reduced |
| LVW Advisors, LLC | 3,018 | $215.8K | 0.02% | −427−12.4% | Reduced |
| Empower Advisory Group, LLC | 3,066 | $219.2K | 0.00% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,090 | $220.9K | 0.02% | +3,090 | New |
| Natixis | 3,100 | $221.7K | 0.00% | −211,654−98.6% | Reduced |
| Salem Investment Counselors Inc | 3,093 | $224.1K | 0.01% | −88−2.8% | Reduced |
| Rodgers Brothers Inc. | 3,150 | $225.2K | 0.02% | −2,000−38.8% | Reduced |
| GW Henssler & Associates Ltd | 3,161 | $226.0K | 0.01% | −5−0.2% | Reduced |
| Rossby Financial, LCC | 3,169 | $226.6K | 0.04% | +1,651+108.8% | Added |
| Sawyer & Company, Inc | 3,170 | $226.7K | 0.08% | −275−8.0% | Reduced |
| Motco | 3,170 | $226.7K | 0.02% | −138−4.2% | Reduced |
| Helium Advisors LLC | 3,170 | $226.7K | 0.19% | +4+0.1% | Added |
| Great Valley Advisor Group, Inc. | 3,208 | $229.1K | 0.00% | −1,579−33.0% | Reduced |
| Callan Family Office, LLC | 3,244 | $231.9K | 0.00% | −243−7.0% | Reduced |
| Allied Investment Advisors, LLC | 3,281 | $234.6K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,300 | $235.9K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,314 | $237.0K | 0.04% | −686−17.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,329 | $238.0K | 0.01% | +4+0.1% | Added |
| Cary Street Partners Financial LLC | 3,347 | $239.3K | 0.01% | −18−0.5% | Reduced |
| WealthPLAN Partners, LLC | 3,348 | $239.4K | 0.05% | +10.0% | Added |
| Carret Asset Management, LLC | 3,384 | $242.0K | 0.02% | −948−21.9% | Reduced |
| Focused Wealth Management, Inc | 3,393 | $242.6K | 0.02% | +3,393 | New |
| Revolve Wealth Partners, LLC | 3,398 | $243.0K | 0.03% | +3,398 | New |
| Detalus Advisors, LLC | 3,400 | $243.1K | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,400 | $243.1K | 0.00% | +3,400 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,433 | $245.5K | 0.00% | +3,433 | New |
| Elevatus Welath Management | 3,447 | $246.4K | 0.06% | +3,447 | New |
| HBW Advisory Services LLC | 3,451 | $246.8K | 0.02% | −196−5.4% | Reduced |
| Sage Rhino Capital LLC | 3,474 | $248.4K | 0.04% | +10+0.3% | Added |
| Keystone Financial Services | 3,477 | $248.6K | 0.06% | +3,477 | New |
| Private Trust Co NA | 3,481 | $248.9K | 0.02% | −80−2.2% | Reduced |
| Sagespring Wealth Partners, LLC | 3,496 | $250.0K | 0.00% | +3,496 | New |
| King Wealth | 3,495 | $250.0K | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 3,509 | $250.9K | 0.00% | +422+13.7% | Added |
| D.B. Root & Company, LLC | 3,514 | $251.2K | 0.05% | +2+0.1% | Added |
| Inspire Advisors, LLC | 3,517 | $251.5K | 0.02% | −1,160−24.8% | Reduced |
| Benin Management CORP | 3,520 | $251.7K | 0.05% | +3,520 | New |
| Savvy Advisors, Inc. | 3,523 | $251.9K | 0.01% | +222+6.7% | Added |
| Umb Bank N A | 3,545 | $253.5K | 0.00% | −84−2.3% | Reduced |
| Keudell/Morrison Wealth Management | 3,559 | $254.5K | 0.05% | −80−2.2% | Reduced |
| Central Trust Co | 3,561 | $254.6K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,592 | $256.8K | 0.01% | −115−3.1% | Reduced |
| SageView Advisory Group, LLC | 3,594 | $257.0K | 0.01% | −223−5.8% | Reduced |
| LexAurum Advisors, LLC | 3,598 | $257.3K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,609 | $258.1K | 0.03% | +183+5.3% | Added |
| Fiera Capital Corp | 3,627 | $259.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,644 | $260.6K | 0.00% | −192−5.0% | Reduced |
| UMA Financial Services, Inc. | 3,691 | $263.9K | 0.03% | −10.0% | Reduced |
| Capital Investment Advisors, LLC | 3,701 | $264.6K | 0.00% | −321−8.0% | Reduced |
| Battery Global Advisors, LLC | 3,655 | $264.8K | 0.13% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,710 | $265.3K | 0.12% | 00.0% | Unchanged |
| TCW Group Inc | 3,722 | $266.1K | 0.00% | +131+3.6% | Added |
| Perennial Investment Advisors, LLC | 3,726 | $266.4K | 0.02% | +13+0.4% | Added |
| High Net Worth Advisory Group LLC | 3,770 | $269.6K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,771 | $269.7K | 0.00% | +272+7.8% | Added |
| Wedbush Securities Inc | 3,775 | $270.0K | 0.01% | −10−0.3% | Reduced |
| Boothbay Fund Management, LLC | 3,777 | $270.1K | 0.01% | +3,777 | New |
| Insigneo Advisory Services, LLC | 3,846 | $275.0K | 0.01% | +32+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,838 | $275.5K | 0.01% | +3,838 | New |