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 |
|---|---|---|---|---|---|
| Change Path, LLC | 3,859 | $275.9K | 0.01% | +578+17.6% | Added |
| Insight Wealth Partners, LLC | 3,878 | $277.3K | 0.04% | 00.0% | Unchanged |
| Wealth Management Strategies, Inc. | 3,894 | $278.4K | 0.11% | +50+1.3% | Added |
| AlphaCore Capital LLC | 3,924 | $280.6K | 0.01% | +3,924 | New |
| Greenleaf Trust | 3,973 | $284.1K | 0.00% | −111−2.7% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,791 | $285.2K | 0.08% | −536−12.4% | Reduced |
| Philadelphia Trust Co | 4,000 | $286.0K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,006 | $286.4K | 0.16% | +52+1.3% | Added |
| Bridgefront Capital, LLC | 4,009 | $286.6K | 0.08% | +4,009 | New |
| Parallel Advisors, LLC | 4,019 | $287.4K | 0.00% | −79−1.9% | Reduced |
| Main Street Financial Solutions, LLC | 4,023 | $287.6K | 0.02% | +26+0.7% | Added |
| Principal Securities, Inc. | 4,027 | $287.9K | 0.00% | +852+26.8% | Added |
| NorthStar Asset Management LLC | 4,038 | $288.7K | 0.12% | +400+11.0% | Added |
| OneAscent Financial Services LLC | 4,053 | $289.8K | 0.01% | +659+19.4% | Added |
| Meeder Advisory Services, Inc. | 4,069 | $290.9K | 0.01% | +856+26.6% | Added |
| Inceptionr LLC | 4,105 | $293.5K | 0.07% | −22,134−84.4% | Reduced |
| Two Sigma Securities, LLC | 4,142 | $296.2K | 0.03% | +4,142 | New |
| Barlow Wealth Partners, Inc. | 4,206 | $296.6K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,108 | $298.0K | 0.03% | +610+17.4% | Added |
| Syon Capital LLC | 4,216 | $301.4K | 0.01% | +484+13.0% | Added |
| Commerzbank Aktiengesellschaft | 4,219 | $302.0K | 0.01% | −2,810−40.0% | Reduced |
| Advocate Investing Services LLC | 4,260 | $304.6K | 0.23% | +10.0% | Added |
| Kingswood Wealth Advisors, LLC | 4,304 | $307.7K | 0.01% | +36+0.8% | Added |
| Ritholtz Wealth Management | 4,313 | $308.4K | 0.00% | +406+10.4% | Added |
| Daymark Wealth Partners, LLC | 4,421 | $316.1K | 0.01% | −343−7.2% | Reduced |
| Mystic Asset Management, Inc. | 4,426 | $316.5K | 0.07% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,447 | $318.0K | 0.02% | −1,304−22.7% | Reduced |
| MKT Advisors LLC | 4,494 | $320.2K | 0.10% | −1,771−28.3% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $321.8K | 0.06% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,505 | $322.1K | 0.02% | +454+11.2% | Added |
| Brookfield Asset Management Inc. | 4,588 | $328.0K | 0.00% | −215,426−97.9% | Reduced |
| Widmann Financial Services, Inc. | 4,618 | $330.2K | 0.18% | −367−7.4% | Reduced |
| Profund Advisors LLC | 4,634 | $331.3K | 0.01% | −146−3.1% | Reduced |
| Fisher Asset Management, LLC | 4,638 | $331.7K | 0.00% | −1,017−18.0% | Reduced |
| Clear Creek Financial Management, LLC | 4,667 | $333.7K | 0.02% | +905+24.1% | Added |
| Fifth Third Bancorp | 4,704 | $336.3K | 0.00% | −229−4.6% | Reduced |
| Burney Co | 4,728 | $338.1K | 0.01% | +10.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,737 | $338.7K | 0.00% | +30+0.6% | Added |
| Seeds Investor LLC | 4,805 | $343.5K | 0.04% | +54+1.1% | Added |
| Adapt Wealth Advisors, LLC | 4,809 | $343.9K | 0.11% | +1,766+58.0% | Added |
| Plato Investment Management Ltd | 4,853 | $345.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,840 | $346.1K | 0.01% | −146−2.9% | Reduced |
| Per Stirling Capital Management, LLC. | 4,841 | $346.1K | 0.03% | +61+1.3% | Added |
| KPP Advisory Services LLC | 4,897 | $350.1K | 0.04% | +15+0.3% | Added |
| Apollon Financial, LLC | 4,910 | $351.1K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,916 | $351.5K | 0.00% | −9,917−66.9% | Reduced |
| Miracle Mile Advisors, LLC | 4,937 | $353.0K | 0.00% | +156+3.3% | Added |
| Verity Asset Management, Inc. | 4,938 | $353.1K | 0.13% | +338+7.3% | Added |
| Ticino Wealth | 5,000 | $357.5K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,012 | $358.8K | 0.00% | −230−4.4% | Reduced |
| Old National Bancorp | 5,020 | $358.9K | 0.01% | +5,020 | New |
| Summit Wealth Group, LLC | 5,023 | $359.2K | 0.07% | +13+0.3% | Added |
| GAMMA Investing LLC | 5,059 | $361.7K | 0.01% | +457+9.9% | Added |
| Stratos Wealth Partners, LTD. | 5,097 | $364.5K | 0.00% | −210−4.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,112 | $365.5K | 0.09% | +7+0.1% | Added |
| Western Wealth Management, LLC | 5,118 | $365.9K | 0.01% | +12+0.2% | Added |
| Huntington National Bank | 5,154 | $368.5K | 0.00% | −26−0.5% | Reduced |
| Family Legacy, Inc. | 5,157 | $368.7K | 0.10% | +98+1.9% | Added |
| DRW Securities, LLC | 5,182 | $370.5K | 0.02% | −6,816−56.8% | Reduced |
| Flagship Private Wealth, LLC | 5,196 | $371.5K | 0.13% | 00.0% | Unchanged |
| Regions Financial Corp | 5,216 | $372.9K | 0.00% | +1,149+28.3% | Added |
| Herold Advisors, Inc. | 5,205 | $373.0K | 0.07% | −184−3.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,258 | $375.9K | 0.00% | +1,089+26.1% | Added |
| Clearstead Advisors, LLC | 5,261 | $376.2K | 0.00% | +5,192+7,524.6% | Added |
| Lazard Asset Management LLC | 5,268 | $376.7K | 0.00% | +1,482+39.1% | Added |
| Hilltop Holdings Inc. | 5,297 | $378.7K | 0.03% | −733−12.2% | Reduced |
| Aptus Capital Advisors, LLC | 5,306 | $379.7K | 0.00% | −648−10.9% | Reduced |
| TCG Advisory Services, LLC | 5,403 | $386.3K | 0.01% | +325+6.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,425 | $387.9K | 0.17% | −19−0.3% | Reduced |
| Quadcap Wealth Management, LLC | 5,449 | $389.6K | 0.04% | −38−0.7% | Reduced |
| DF Dent & Co Inc | 5,464 | $390.7K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,463 | $390.7K | 0.00% | +357+7.0% | Added |
| Advisortrust Partners, LLC | 5,486 | $392.2K | 0.13% | +237+4.5% | Added |
| True North Advisors, LLC | 5,497 | $393.0K | 0.04% | +5,497 | New |
| New Wave Wealth Advisors LLC | 5,433 | $393.3K | 0.11% | +1,504+38.3% | Added |
| Allen Capital Group, LLC | 5,526 | $395.1K | 0.03% | −174−3.1% | Reduced |
| Hanover Advisors Inc | 5,528 | $395.3K | 0.14% | +5,528 | New |
| DV Trading LLC | 5,618 | $401.7K | 0.03% | +2,618+87.3% | Added |
| Centaurus Financial, Inc. | 5,618 | $402.0K | 0.02% | +20.0% | Added |
| Gen-Wealth Partners Inc | 5,669 | $405.3K | 0.11% | −1,345−19.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,678 | $406.0K | 0.02% | −26−0.5% | Reduced |
| Gutierrez Wealth Advisory, LLC | 5,684 | $406.4K | 0.23% | +600+11.8% | Added |
| Woodward Diversified Capital, LLC | 5,722 | $409.1K | 0.18% | +314+5.8% | Added |
| Stronghold Wealth Management L.L.C. | 5,740 | $410.4K | 0.55% | +36+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 5,761 | $411.9K | 0.15% | −98−1.7% | Reduced |
| Tredje AP-fonden | 5,769 | $412.5K | 0.00% | −81,161−93.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,806 | $415.1K | 0.00% | +38+0.7% | Added |
| Chicago Partners Investment Group LLC | 5,605 | $421.5K | 0.01% | +597+11.9% | Added |
| Jacobi Capital Management LLC | 5,903 | $422.1K | 0.02% | +8+0.1% | Added |
| Monument Capital Management | 5,946 | $425.1K | 0.09% | +5,946 | New |
| Equitable Holdings, Inc. | 6,053 | $432.8K | 0.00% | −461−7.1% | Reduced |
| Grant Private Wealth Management Inc | 6,078 | $434.6K | 0.18% | +1,881+44.8% | Added |
| Jacobs Equity LLC | 6,081 | $434.8K | 0.30% | +1,471+31.9% | Added |
| Harbour Investments, Inc. | 6,081 | $434.8K | 0.01% | +699+13.0% | Added |
| Axis Wealth Partners, LLC | 6,093 | $435.6K | 0.21% | −105−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,138 | $438.9K | 0.00% | −3,196−34.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,165 | $440.8K | 0.01% | −184−2.9% | Reduced |
| International Assets Investment Management, LLC | 6,248 | $442.4K | 0.03% | +1,125+22.0% | Added |
| Buckingham Strategic Partners | 6,235 | $445.9K | 0.00% | −8,026−56.3% | Reduced |
| Essex Financial Services, Inc. | 6,249 | $446.8K | 0.02% | −335−5.1% | Reduced |