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 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 6,251 | $446.9K | 0.05% | +83+1.3% | Added |
| Rockport Wealth LLC | 6,271 | $448.4K | 0.08% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 6,307 | $451.0K | 0.07% | +6,307 | New |
| Peddock Capital Advisors, LLC | 6,356 | $454.5K | 0.09% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 6,384 | $456.5K | 0.00% | −18,691−74.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,413 | $458.5K | 0.09% | −775−10.8% | Reduced |
| Avion Wealth | 6,433 | $459.0K | 0.09% | +7+0.1% | Added |
| Round Rock Advisors, LLC | 6,434 | $460.0K | 0.06% | −1,200−15.7% | Reduced |
| North Dakota State Investment Board | 6,445 | $460.8K | 0.02% | +108+1.7% | Added |
| Valeo Financial Advisors, LLC | 6,455 | $461.5K | 0.01% | +280+4.5% | Added |
| Everence Capital Management Inc | 6,500 | $465.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 6,628 | $473.9K | 0.58% | −90−1.3% | Reduced |
| Fulcrum Asset Management LLP | 6,448 | $473.9K | 0.05% | +6,448 | New |
| Fifth Third Wealth Advisors LLC | 6,649 | $475.4K | 0.01% | +183+2.8% | Added |
| D.A. Davidson & Co. | 6,740 | $482.0K | 0.00% | −195−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 6,750 | $482.6K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,865 | $490.9K | 0.02% | +121+1.8% | Added |
| Silver Oak Securities, Inc | 6,875 | $491.6K | 0.03% | −80−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 6,902 | $493.5K | 0.00% | −3,387−32.9% | Reduced |
| Virtus ETF Advisers LLC | 6,906 | $493.8K | 0.19% | +803+13.2% | Added |
| Teamwork Financial Advisors, LLC | 6,931 | $495.6K | 0.05% | −280−3.9% | Reduced |
| Ignite Planners, LLC | 6,935 | $495.9K | 0.07% | +488+7.6% | Added |
| Signaturefd, LLC | 6,969 | $498.3K | 0.01% | +1,982+39.7% | Added |
| Vise Technologies, Inc. | 6,987 | $499.6K | 0.01% | +1,026+17.2% | Added |
| Shelton Capital Management | 7,097 | $507.4K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,091 | $508.1K | 0.05% | +1,484+26.5% | Added |
| Diligent Investors, LLC | 7,298 | $521.8K | 0.12% | +24+0.3% | Added |
| Armstrong, Fleming & Moore, Inc | 7,315 | $523.0K | 0.17% | −12−0.2% | Reduced |
| COFG Advisors, LLC | 7,356 | $526.0K | 0.09% | +7,356 | New |
| Kerntke Otto McGlone Wealth Management Group | 7,392 | $528.5K | 0.32% | +92+1.3% | Added |
| Krane Funds Advisors LLC | 7,421 | $530.6K | 0.02% | −126−1.7% | Reduced |
| Sterling Capital Management LLC | 7,533 | $538.6K | 0.01% | −693−8.4% | Reduced |
| Apella Capital, LLC | 7,570 | $539.3K | 0.01% | −107−1.4% | Reduced |
| Ossiam | 7,591 | $542.8K | 0.01% | −2,060−21.3% | Reduced |
| Nisa Investment Advisors, LLC | 7,520 | $544.8K | 0.00% | −8,032−51.6% | Reduced |
| Synergy Financial Management, LLC | 7,630 | $545.5K | 0.05% | +7,630 | New |
| FLC Capital Advisors | 7,635 | $545.9K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,711 | $551.3K | 0.00% | +536+7.5% | Added |
| Global Retirement Partners, LLC | 7,780 | $556.3K | 0.01% | +7,780 | New |
| Hudson Portfolio Management LLC | 7,807 | $558.2K | 0.42% | −60−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,830 | $559.8K | 0.03% | +179+2.3% | Added |
| VestGen Advisors, LLC | 7,848 | $561.1K | 0.02% | −139−1.7% | Reduced |
| HighPoint Advisor Group LLC | 7,873 | $562.9K | 0.02% | +391+5.2% | Added |
| Independent Advisor Alliance | 7,903 | $565.1K | 0.01% | −4,050−33.9% | Reduced |
| AlphaGrep UK Ltd | 7,938 | $567.6K | 0.17% | +7,938 | New |
| B. Metzler seel. Sohn & Co. AG | 7,944 | $568.0K | 0.00% | +2,299+40.7% | Added |
| GeoWealth Management, LLC | 7,952 | $568.8K | 0.02% | +1,441+22.1% | Added |
| Archer Investment Corp | 8,168 | $584.0K | 0.11% | −48−0.6% | Reduced |
| Brookwood Investment Group LLC | 8,183 | $585.1K | 0.07% | −468−5.4% | Reduced |
| Groupe la Francaise | 8,196 | $586.0K | 0.01% | −562−6.4% | Reduced |
| NBC Securities, Inc. | 8,219 | $587.7K | 0.04% | +49+0.6% | Added |
| FIL Ltd | 8,297 | $593.2K | 0.00% | +4,106+98.0% | Added |
| Bradley Foster & Sargent Inc | 8,421 | $602.1K | 0.01% | +33+0.4% | Added |
| Park Avenue Securities LLC | 8,440 | $603.0K | 0.00% | +3,257+62.8% | Added |
| Sagewood Asset Management LP | 8,497 | $607.5K | 0.14% | +2,706+46.7% | Added |
| Venture Visionary Partners LLC | 8,499 | $607.7K | 0.02% | −3,476−29.0% | Reduced |
| ASR Vermogensbeheer N.V. | 8,580 | $613.5K | 0.01% | +5,892+219.2% | Added |
| Tokio Marine Asset Management Co Ltd | 8,583 | $613.7K | 0.02% | −67−0.8% | Reduced |
| Winton Group Ltd | 8,600 | $614.9K | 0.02% | +8,600 | New |
| Colonial Trust Co | 8,612 | $615.8K | 0.08% | +255+3.1% | Added |
| Canada Post Corp Registered Pension Plan | 8,653 | $618.7K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,697 | $621.8K | 0.01% | −165−1.9% | Reduced |
| Wellington Shields & Co., LLC | 8,700 | $622.0K | 0.14% | +40+0.5% | Added |
| ProShare Advisors LLC | 8,787 | $628.3K | 0.00% | +30.0% | Added |
| Dynamic Technology Lab Private Ltd | 8,881 | $635.0K | 0.14% | +8,881 | New |
| Capital Investment Advisory Services, LLC | 8,933 | $638.7K | 0.04% | +30.0% | Added |
| Frec Markets, Inc. | 8,958 | $640.5K | 0.06% | +4,777+114.3% | Added |
| We Are One Seven, LLC | 9,175 | $656.0K | 0.01% | −280−3.0% | Reduced |
| Laraway Financial Inc | 9,251 | $661.5K | 0.40% | 00.0% | Unchanged |
| Old Port Advisors | 9,330 | $667.1K | 0.13% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,468 | $676.9K | 0.00% | +502+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 9,473 | $677.3K | 0.00% | −385−3.9% | Reduced |
| Liberty One Investment Management, LLC | 9,519 | $680.6K | 0.07% | −198−2.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 9,571 | $684.3K | 0.00% | −501−5.0% | Reduced |
| C2C Wealth Management, LLC | 9,589 | $685.6K | 0.54% | +10+0.1% | Added |
| DoubleLine ETF Adviser LP | 9,689 | $692.8K | 0.29% | −1,668−14.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $697.6K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 9,818 | $702.0K | 0.01% | −35−0.4% | Reduced |
| Invst, LLC | 9,819 | $702.1K | 0.07% | −146−1.5% | Reduced |
| Accel Wealth Management | 9,831 | $702.9K | 0.16% | −166−1.7% | Reduced |
| Prosperity Consulting Group, LLC | 9,886 | $706.8K | 0.03% | +394+4.2% | Added |
| Simplex Trading, LLC | 10,003 | $715.2K | 0.02% | −4,796−32.4% | Reduced |
| Centersquare Investment Management LLC | 10,004 | $715.3K | 0.01% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 10,038 | $717.7K | 0.17% | +126+1.3% | Added |
| Elo Mutual Pension Insurance Co | 10,080 | $720.7K | 0.01% | +10,080 | New |
| MAI Capital Management | 10,161 | $726.5K | 0.00% | +44+0.4% | Added |
| Dudley Capital Management, LLC | 10,175 | $727.5K | 0.29% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $736.5K | 0.15% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,437 | $746.2K | 0.00% | −2,313−18.1% | Reduced |
| Atomi Financial Group, Inc. | 10,482 | $749.5K | 0.02% | +67+0.6% | Added |
| Evergreen Capital Management LLC | 10,404 | $749.8K | 0.01% | −194−1.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,502 | $750.9K | 0.00% | −97−0.9% | Reduced |
| Modern Wealth Management, LLC | 10,561 | $755.1K | 0.01% | −3,430−24.5% | Reduced |
| Perigon Wealth Management, LLC | 10,710 | $765.8K | 0.01% | −1,909−15.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,715 | $766.1K | 0.00% | +10,715 | New |
| J. Safra Sarasin Holding AG | 11,324 | $769.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 10,789 | $771.4K | 0.00% | +5,760+114.5% | Added |
| Advisory Services Network, LLC | 10,856 | $776.2K | 0.01% | +762+7.5% | Added |
| Family Wealth Partners, LLC | 10,884 | $778.2K | 0.24% | +575+5.6% | Added |
| Client 1st Advisory Group, LLC | 10,995 | $786.1K | 0.21% | −213−1.9% | Reduced |