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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 11,050 | $790.0K | 0.03% | +10.0% | Added |
| RB Capital Management, LLC | 11,061 | $790.9K | 0.15% | −1,215−9.9% | Reduced |
| Stephens Inc | 11,158 | $797.8K | 0.01% | −428−3.7% | Reduced |
| AE Wealth Management LLC | 11,165 | $798.3K | 0.00% | −715−6.0% | Reduced |
| Pensionmark Financial Group, LLC | 11,545 | $798.3K | 0.01% | −853−6.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 11,166 | $798.4K | 0.15% | −16−0.1% | Reduced |
| EFG International AG | 11,300 | $808.0K | 0.01% | +416+3.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,200 | $810.1K | 0.01% | +11,200 | New |
| Omers Administration Corp | 11,383 | $813.9K | 0.00% | +1,307+13.0% | Added |
| Maryland State Retirement & Pension System | 11,398 | $815.0K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 11,466 | $819.8K | 0.04% | +2,243+24.3% | Added |
| Spirit of America Management Corp | 11,500 | $822.3K | 0.15% | +2,300+25.0% | Added |
| Susquehanna International Group, LLP | 11,537 | $824.9K | 0.00% | +11,537 | New |
| Vident Advisory, LLC | 11,660 | $833.7K | 0.01% | +490+4.4% | Added |
| Oak Thistle LLC | 11,789 | $842.9K | 0.08% | +6,015+104.2% | Added |
| Abn Amro Investment Solutions | 11,834 | $846.1K | 0.01% | −1,709−12.6% | Reduced |
| Intech Investment Management LLC | 11,862 | $848.1K | 0.01% | −18,500−60.9% | Reduced |
| WealthPlan Investment Management, LLC | 11,903 | $851.0K | 0.04% | +126+1.1% | Added |
| Waldron Private Wealth LLC | 12,041 | $860.9K | 0.03% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 12,112 | $866.0K | 0.14% | +12,112 | New |
| PFG Investments, LLC | 12,138 | $867.9K | 0.03% | +87+0.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,183 | $871.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,188 | $871.4K | 0.02% | −1,209−9.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,271 | $877.4K | 0.09% | +12,271 | New |
| CIBC Asset Management Inc | 12,325 | $881.2K | 0.00% | −88,309−87.8% | Reduced |
| Merit Financial Group, LLC | 12,465 | $891.3K | 0.01% | +598+5.0% | Added |
| Woodline Partners LP | 12,517 | $895.0K | 0.00% | +3,939+45.9% | Added |
| Coppell Advisory Solutions LLC | 8,327 | $906.7K | 0.27% | +8,327 | New |
| Gateway Wealth Partners, LLC | 12,701 | $908.1K | 0.05% | −12,975−50.5% | Reduced |
| Vista Investment Management | 12,792 | $914.6K | 0.28% | −343−2.6% | Reduced |
| EP Wealth Advisors, LLC | 12,885 | $921.3K | 0.00% | −1,205−8.6% | Reduced |
| Founders Financial Alliance, LLC | 12,898 | $922.3K | 0.12% | +1,025+8.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 12,910 | $923.1K | 0.11% | +698+5.7% | Added |
| Pasadena Private Wealth, LLC | 12,966 | $927.1K | 0.12% | +40+0.3% | Added |
| Rakuten Investment Management, Inc. | 12,618 | $927.4K | 0.00% | +1,677+15.3% | Added |
| LRI Investments, LLC | 13,143 | $939.8K | 0.08% | −389−2.9% | Reduced |
| Howe & Rusling Inc | 13,187 | $942.9K | 0.05% | +138+1.1% | Added |
| Nicholas Hoffman & Company, LLC. | 13,221 | $945.3K | 0.02% | −449−3.3% | Reduced |
| Kentucky Retirement Systems | 13,683 | $978.3K | 0.02% | +13,683 | New |
| Texas Yale Capital Corp. | 13,816 | $987.8K | 0.02% | +50.0% | Added |
| Cullen Capital Management LLC | 13,817 | $987.9K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,818 | $988.0K | 0.01% | +148+1.1% | Added |
| Bahl & Gaynor Inc | 13,843 | $989.8K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 13,883 | $992.6K | 0.20% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 13,901 | $993.9K | 0.05% | −2,331−14.4% | Reduced |
| Investment Management Corp of Ontario | 14,018 | $1.00M | 0.01% | −1,700−10.8% | Reduced |
| Applied Capital LLC | 14,061 | $1.01M | 0.67% | +40.0% | Added |
| Cooper Financial Group | 14,127 | $1.01M | 0.08% | +2,306+19.5% | Added |
| Prudential Financial Inc | 14,183 | $1.01M | 0.00% | −2,998−17.4% | Reduced |
| GWM Advisors LLC | 14,185 | $1.01M | 0.00% | +5,772+68.6% | Added |
| Summit Wealth Group LLC | 14,302 | $1.02M | 0.08% | −744−4.9% | Reduced |
| Everstar Asset Management, LLC | 14,507 | $1.04M | 0.50% | +1,412+10.8% | Added |
| Toroso Investments, LLC | 14,635 | $1.05M | 0.00% | +2,785+23.5% | Added |
| Kovack Advisors, Inc. | 14,850 | $1.06M | 0.05% | −187−1.2% | Reduced |
| Axq Capital, LP | 15,051 | $1.08M | 0.12% | −2,642−14.9% | Reduced |
| IHT Wealth Management, LLC | 15,221 | $1.09M | 0.02% | −385−2.5% | Reduced |
| Saudi Central Bank | 15,350 | $1.10M | 0.01% | +7,261+89.8% | Added |
| Savant Capital, LLC | 15,797 | $1.10M | 0.00% | +7,198+83.7% | Added |
| Atria Investments LLC | 15,426 | $1.10M | 0.01% | +1,783+13.1% | Added |
| Wealthstar Advisors, LLC | 15,496 | $1.11M | 0.55% | +51+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 15,599 | $1.12M | 0.06% | +7,674+96.8% | Added |
| Oppenheimer & Co Inc | 16,110 | $1.15M | 0.01% | −229−1.4% | Reduced |
| Blair William & Co | 16,187 | $1.16M | 0.00% | −275−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,255 | $1.16M | 0.01% | +4,880+42.9% | Added |
| RMB Capital Management, LLC | 16,074 | $1.16M | 0.02% | −70.0% | Reduced |
| Carnegie Lake Advisors LLC | 16,286 | $1.16M | 0.43% | 00.0% | Unchanged |
| Jupiter Topco LLC | 16,652 | $1.19M | 0.00% | +16,652 | New |
| Gulf International Bank (UK) Ltd | 16,714 | $1.20M | 0.02% | −439−2.6% | Reduced |
| Associated Banc-Corp | 16,725 | $1.20M | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16,933 | $1.21M | 0.02% | +11,658+221.0% | Added |
| Harbor Investment Advisory, LLC | 17,072 | $1.22M | 0.09% | +80.0% | Added |
| Crossmark Global Holdings, Inc. | 17,105 | $1.22M | 0.02% | +640+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 17,170 | $1.23M | 0.01% | −2,569−13.0% | Reduced |
| Samalin Investment Counsel, LLC | 17,225 | $1.23M | 0.39% | +354+2.1% | Added |
| Colonial Trust Advisors | 17,401 | $1.24M | 0.09% | −238−1.3% | Reduced |
| Securian Asset Management, Inc | 16,426 | $1.25M | 0.04% | +273+1.7% | Added |
| Arete Wealth Advisors, LLC | 18,025 | $1.29M | 0.09% | +501+2.9% | Added |
| New Insight Wealth Advisors | 18,054 | $1.29M | 0.38% | −3,813−17.4% | Reduced |
| Clarion Wealth Managment Partners, LLC | 18,133 | $1.30M | 1.05% | −447−2.4% | Reduced |
| Laurel Oak Wealth Management, LLC | 18,394 | $1.32M | 0.19% | −1,098−5.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 18,831 | $1.35M | 0.00% | −3,452−15.5% | Reduced |
| Moors & Cabot, Inc. | 18,965 | $1.36M | 0.05% | −900−4.5% | Reduced |
| National Pension Service | 18,986 | $1.36M | 0.00% | −7,075−27.1% | Reduced |
| Hancock Whitney Corp | 19,014 | $1.36M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 19,085 | $1.36M | 0.00% | −88−0.5% | Reduced |
| Ostrum Asset Management | 19,209 | $1.37M | 0.07% | −12,895−40.2% | Reduced |
| NewEdge Wealth, LLC | 19,618 | $1.40M | 0.01% | +824+4.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 19,634 | $1.40M | 0.08% | −78,089−79.9% | Reduced |
| Dockside LLC | 19,838 | $1.42M | 0.33% | +19,838 | New |
| Royal Fund Management, LLC | 19,949 | $1.43M | 0.12% | +546+2.8% | Added |
| Summit Financial, LLC | 19,812 | $1.44M | 0.02% | −926−4.5% | Reduced |
| Griffin Asset Management, Inc. | 20,198 | $1.44M | 0.15% | −214−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 20,336 | $1.45M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 20,636 | $1.48M | 0.01% | −1,260−5.8% | Reduced |
| Machina Capital S.A.S. | 20,843 | $1.49M | 0.24% | +20,843 | New |
| Jeppson Wealth Management, LLC | 21,177 | $1.51M | 0.45% | −313−1.5% | Reduced |
| HB Wealth Management, LLC | 21,211 | $1.52M | 0.01% | −46−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 21,240 | $1.52M | 0.07% | +254+1.2% | Added |
| HORAN Wealth, LLC | 21,250 | $1.52M | 0.19% | +1,477+7.5% | Added |
| Independent Financial Group, LLC | 21,303 | $1.52M | 0.03% | +3,273+18.2% | Added |