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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 21,491 | $1.54M | 0.02% | −1,168−5.2% | Reduced |
| Hilltop Partners LLC | 21,509 | $1.54M | 0.37% | −421−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 21,589 | $1.54M | 0.02% | +115+0.5% | Added |
| Belpointe Asset Management LLC | 21,715 | $1.55M | 0.05% | +65+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 22,000 | $1.57M | 0.02% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 21,749 | $1.58M | 0.14% | +3,784+21.1% | Added |
| Inspirion Wealth Advisors, LLC | 22,432 | $1.59M | 0.18% | −167−0.7% | Reduced |
| Pensionfund Sabic | 22,304 | $1.59M | 1.71% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 22,451 | $1.61M | 0.09% | +65+0.3% | Added |
| Diversify Wealth Management, LLC | 21,678 | $1.65M | 0.03% | +1,067+5.2% | Added |
| Diversify Advisory Services, LLC | 21,678 | $1.65M | 0.03% | +14,121+186.9% | Added |
| Demars Financial Group, LLC | 23,259 | $1.66M | 0.46% | +10,667+84.7% | Added |
| Jefferies Financial Group Inc. | 23,437 | $1.68M | 0.02% | −263,813−91.8% | Reduced |
| NorthRock Partners, LLC | 23,519 | $1.68M | 0.02% | −2,676−10.2% | Reduced |
| Nordea Investment Management AB | 23,344 | $1.68M | 0.00% | +575+2.5% | Added |
| Voya Investment Management LLC | 23,709 | $1.70M | 0.00% | −878−3.6% | Reduced |
| Vanderbilt University | 23,915 | $1.71M | 0.23% | +8,947+59.8% | Added |
| CMH Wealth Management LLC | 23,655 | $1.71M | 0.26% | −18,125−43.4% | Reduced |
| Pathstone Holdings, LLC | 24,109 | $1.72M | 0.01% | −1,518−5.9% | Reduced |
| Apollon Wealth Management, LLC | 24,191 | $1.73M | 0.02% | −4,132−14.6% | Reduced |
| Ethic Inc. | 24,294 | $1.74M | 0.02% | −12,386−33.8% | Reduced |
| OP Asset Management Ltd | 25,152 | $1.80M | 0.02% | −13,571−35.0% | Reduced |
| Cozad Asset Management Inc | 25,186 | $1.80M | 0.12% | −79−0.3% | Reduced |
| Fiduciary Alliance LLC | 25,325 | $1.81M | 0.12% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,684 | $1.84M | 0.02% | −618−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 25,699 | $1.84M | 0.01% | +10,881+73.4% | Added |
| Excalibur Management Corp | 25,714 | $1.84M | 0.61% | +140+0.5% | Added |
| TT Capital Management LLC | 26,108 | $1.87M | 1.45% | −486−1.8% | Reduced |
| Stordahl Capital Management, Inc. | 26,156 | $1.87M | 0.34% | +43+0.2% | Added |
| SFMG, LLC | 26,362 | $1.88M | 0.11% | −6,716−20.3% | Reduced |
| BridgePort Financial Solutions, LLC | 26,650 | $1.91M | 0.49% | −1,114−4.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 27,097 | $1.94M | 0.10% | +281+1.0% | Added |
| US Bancorp | 27,351 | $1.96M | 0.00% | +2,558+10.3% | Added |
| Assetmark, Inc | 27,677 | $1.98M | 0.00% | +1,518+5.8% | Added |
| Gradient Capital Advisors, LLC | 27,790 | $1.99M | 0.46% | −135−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 28,279 | $2.02M | 0.01% | −4,823−14.6% | Reduced |
| New York Life Investment Management LLC | 28,811 | $2.06M | 0.01% | +1,487+5.4% | Added |
| Avanza Fonder AB | 29,121 | $2.08M | 0.05% | +9,922+51.7% | Added |
| Wellington Shields Capital Management, LLC | 29,127 | $2.08M | 0.26% | −2,050−6.6% | Reduced |
| Commerce Bank | 29,307 | $2.10M | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28,672 | $2.12M | 0.00% | +7,332+34.4% | Added |
| Erste Asset Management GmbH | 29,100 | $2.14M | 0.02% | +800+2.8% | Added |
| TD Asset Management Inc | 30,218 | $2.16M | 0.00% | +797+2.7% | Added |
| Federated Hermes, Inc. | 30,889 | $2.21M | 0.00% | −2,372−7.1% | Reduced |
| Gsa Capital Partners LLP | 30,908 | $2.21M | 0.14% | +20,101+186.0% | Added |
| Toronto Dominion Bank | 31,079 | $2.22M | 0.00% | +793+2.6% | Added |
| SG Americas Securities, LLC | 31,107 | $2.22M | 0.00% | −202,051−86.7% | Reduced |
| M&T Bank Corp | 31,202 | $2.23M | 0.01% | −378−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 31,322 | $2.24M | 0.00% | +1,862+6.3% | Added |
| Teacher Retirement System of Texas | 31,682 | $2.27M | 0.01% | −25,022−44.1% | Reduced |
| UniSuper Management Pty Ltd | 32,084 | $2.29M | 0.01% | −16,716−34.3% | Reduced |
| Farther Finance Advisors, LLC | 32,143 | $2.30M | 0.02% | +18,227+131.0% | Added |
| British Columbia Investment Management Corp | 32,311 | $2.31M | 0.01% | +2,111+7.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 32,688 | $2.34M | 0.02% | −558−1.7% | Reduced |
| Jump Financial, LLC | 32,800 | $2.35M | 0.02% | +32,800 | New |
| Weaver Consulting Group | 33,450 | $2.39M | 0.49% | −265−0.8% | Reduced |
| Mutual Advisors, LLC | 33,457 | $2.39M | 0.05% | +94+0.3% | Added |
| Utah Retirement Systems | 33,481 | $2.39M | 0.02% | −1,703−4.8% | Reduced |
| Sanctuary Advisors, LLC | 33,649 | $2.41M | 0.01% | +2,106+6.7% | Added |
| Wealthcare Advisory Partners LLC | 33,982 | $2.43M | 0.05% | −150.0% | Reduced |
| Arkadios Wealth Advisors | 34,239 | $2.45M | 0.04% | +438+1.3% | Added |
| Tudor Investment Corp Et Al | 34,746 | $2.48M | 0.01% | +24,917+253.5% | Added |
| Nomura Asset Management International Inc. | 35,629 | $2.55M | 0.00% | −59−0.2% | Reduced |
| JustInvest LLC | 35,778 | $2.56M | 0.02% | +1,117+3.2% | Added |
| Cerity Partners LLC | 35,905 | $2.57M | 0.00% | +2,964+9.0% | Added |
| Investmark Advisory Group LLC | 36,479 | $2.61M | 0.99% | +1,071+3.0% | Added |
| Coldstream Capital Management Inc | 37,582 | $2.69M | 0.03% | −4,415−10.5% | Reduced |
| Capital Square, LLC | 37,841 | $2.71M | 1.19% | −79−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 38,201 | $2.73M | 0.05% | +19,159+100.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 39,177 | $2.80M | 0.01% | +2,185+5.9% | Added |
| Hazelview Securities Inc. | 39,407 | $2.81M | 0.39% | +39,407 | New |
| Rockefeller Capital Management L.P. | 39,346 | $2.81M | 0.00% | +659+1.7% | Added |
| SummitTX Capital, L.P. | 40,395 | $2.89M | 0.08% | +40,395 | New |
| Meixler Investment Management, Ltd. | 40,804 | $2.92M | 1.61% | −169−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 40,992 | $2.93M | 0.08% | +621+1.5% | Added |
| Xponance, Inc. | 41,436 | $2.96M | 0.02% | +446+1.1% | Added |
| Allstate Corp | 41,515 | $2.97M | 0.03% | +3,168+8.3% | Added |
| DnB Asset Management AS | 42,454 | $3.04M | 0.01% | −3,757−8.1% | Reduced |
| CWM Advisors, LLC | 42,811 | $3.06M | 0.13% | +5,826+15.8% | Added |
| New Mexico Educational Retirement Board | 43,400 | $3.10M | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 44,299 | $3.17M | 0.01% | +5,289+13.6% | Added |
| Squarepoint Ops LLC | 45,110 | $3.23M | 0.01% | +45,110 | New |
| Freedom Financial Partners LLC | 45,121 | $3.23M | 1.05% | −718−1.6% | Reduced |
| Guggenheim Capital LLC | 45,577 | $3.26M | 0.02% | +13,836+43.6% | Added |
| Pensionfund DSM Netherlands | 45,800 | $3.27M | 1.69% | +1,500+3.4% | Added |
| Oregon Public Employees Retirement Fund | 46,019 | $3.29M | 0.04% | +1,200+2.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 46,627 | $3.33M | 0.01% | −2,886−5.8% | Reduced |
| QRG Capital Management, Inc. | 46,736 | $3.34M | 0.03% | +3,493+8.1% | Added |
| NEOS Investment Management LLC | 46,985 | $3.36M | 0.01% | +5,492+13.2% | Added |
| Andra AP-fonden | 47,300 | $3.38M | 0.04% | +46,359+4,926.6% | Added |
| Hantz Financial Services, Inc. | 47,414 | $3.39M | 0.05% | −757−1.6% | Reduced |
| HighTower Advisors, LLC | 47,524 | $3.40M | 0.00% | −5,065−9.6% | Reduced |
| Vestcor Inc | 47,585 | $3.40M | 0.08% | 00.0% | Unchanged |
| Romano Brothers and Company | 47,885 | $3.42M | 0.34% | −950−1.9% | Reduced |
| Stifel Financial Corp | 48,418 | $3.46M | 0.00% | −1,406−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 48,929 | $3.50M | 0.01% | −9,838−16.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 49,108 | $3.51M | 0.02% | +49,108 | New |
| Y-Intercept (Hong Kong) Ltd | 49,131 | $3.51M | 0.07% | +37,633+327.3% | Added |
| NewSquare Capital LLC | 50,073 | $3.58M | 0.27% | +1,859+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 50,105 | $3.58M | 0.04% | +1,009+2.1% | Added |