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 |
|---|---|---|---|---|---|
| GSI Capital Advisors LLC | 50,570 | $3.62M | 1.71% | +50,570 | New |
| Alpha Omega Wealth Management LLC | 51,334 | $3.67M | 0.56% | −46−0.1% | Reduced |
| Entropy Technologies, LP | 53,796 | $3.85M | 0.15% | +28,765+114.9% | Added |
| CIBC Bancorp USA Inc. | 54,364 | $3.88M | 0.00% | −9,127−14.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 52,559 | $3.89M | 0.08% | +52,559 | New |
| Baird Financial Group, Inc. | 55,290 | $3.95M | 0.01% | +5,864+11.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 57,576 | $4.12M | 0.03% | +45,430+374.0% | Added |
| Natixis Advisors, L.P. | 58,923 | $4.21M | 0.00% | +8,302+16.4% | Added |
| Cresset Asset Management, LLC | 58,912 | $4.27M | 0.02% | +2,319+4.1% | Added |
| State of Michigan Retirement System | 60,200 | $4.30M | 0.02% | −3,400−5.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 61,807 | $4.42M | 0.99% | +5,493+9.8% | Added |
| Mackenzie Financial Corp | 62,229 | $4.45M | 0.00% | +42,293+212.1% | Added |
| State of New Jersey Common Pension Fund D | 62,826 | $4.49M | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 62,827 | $4.49M | 0.09% | +360+0.6% | Added |
| Arizona State Retirement System | 62,873 | $4.50M | 0.02% | +3,310+5.6% | Added |
| Dupree Financial Group, LLC | 63,176 | $4.52M | 1.69% | +1,161+1.9% | Added |
| KBC Group NV | 63,811 | $4.56M | 0.01% | −26,996−29.7% | Reduced |
| Nissay Asset Management Corp | 64,059 | $4.58M | 0.02% | +695+1.1% | Added |
| Louisiana State Employees Retirement System | 65,200 | $4.66M | 0.07% | +1,700+2.7% | Added |
| Beacon Pointe Advisors, LLC | 66,884 | $4.78M | 0.02% | +2,260+3.5% | Added |
| Handelsbanken Fonder AB | 66,900 | $4.78M | 0.01% | +8,100+13.8% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.87M | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 70,006 | $5.01M | 0.06% | −3,332−4.5% | Reduced |
| Exchange Traded Concepts, LLC | 70,943 | $5.07M | 0.03% | +4,344+6.5% | Added |
| Te Ahumairangi Investment Management Ltd | 71,217 | $5.09M | 0.82% | +1,900+2.7% | Added |
| Metis Global Partners, LLC | 76,695 | $5.48M | 0.12% | +17,189+28.9% | Added |
| National Bank of Canada | 76,911 | $5.50M | 0.00% | +72,633+1,697.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,209 | $5.52M | 0.04% | +3,136+4.2% | Added |
| Landscape Capital Management, L.L.C. | 77,339 | $5.53M | 0.36% | +77,339 | New |
| New Age Alpha Advisors, LLC | 79,783 | $5.70M | 0.24% | +14,108+21.5% | Added |
| Nykredit A/S | 80,333 | $5.74M | 0.02% | +80,333 | New |
| Wealthfront Advisers LLC | 80,736 | $5.77M | 0.01% | −2,445−2.9% | Reduced |
| Neuberger Berman Group LLC | 81,977 | $5.86M | 0.00% | −1,538−1.8% | Reduced |
| Mutual of America Capital Management LLC | 82,669 | $5.91M | 0.06% | −1,313−1.6% | Reduced |
| Sheets Smith Wealth Management | 83,010 | $5.94M | 0.59% | −1,000−1.2% | Reduced |
| Prudential PLC | 83,343 | $5.96M | 0.04% | +77,211+1,259.1% | Added |
| Quantbot Technologies LP | 84,662 | $6.05M | 0.24% | +84,662 | New |
| Engineers Gate Manager LP | 84,861 | $6.07M | 0.08% | +80,210+1,724.6% | Added |
| State of Tennessee, Treasury Department | 85,763 | $6.13M | 0.02% | −1,544−1.8% | Reduced |
| SEI Investments Co | 88,139 | $6.30M | 0.01% | −54,216−38.1% | Reduced |
| Adams Asset Advisors, LLC | 90,882 | $6.50M | 0.74% | +8,494+10.3% | Added |
| Franklin Resources Inc | 93,184 | $6.66M | 0.00% | −111,664−54.5% | Reduced |
| CI Private Wealth, LLC | 93,777 | $6.71M | 0.01% | −3,334−3.4% | Reduced |
| Royal London Asset Management Ltd | 94,289 | $6.74M | 0.01% | −4,979−5.0% | Reduced |
| IFM Investors Pty Ltd | 94,375 | $6.75M | 0.04% | +15,381+19.5% | Added |
| Advocate Group LLC | 96,060 | $6.87M | 1.03% | +4,415+4.8% | Added |
| Amalgamated Bank | 98,510 | $7.04M | 0.05% | −2,338−2.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100,084 | $7.16M | 0.03% | +19,800+24.7% | Added |
| Pacer Advisors, Inc. | 100,168 | $7.16M | 0.02% | −4,572−4.4% | Reduced |
| MML Investors Services, LLC | 101,894 | $7.29M | 0.01% | +27,986+37.9% | Added |
| Thrivent Financial for Lutherans | 102,247 | $7.31M | 0.01% | +8,134+8.6% | Added |
| Mercer Global Advisors Inc | 103,649 | $7.41M | 0.01% | +11,229+12.1% | Added |
| Standard Life Aberdeen plc | 104,021 | $7.44M | 0.01% | −34,829−25.1% | Reduced |
| Westwood Holdings Group Inc. | 104,644 | $7.48M | 0.06% | +3,668+3.6% | Added |
| Davenport & Co LLC | 106,293 | $7.61M | 0.04% | −2,198−2.0% | Reduced |
| Vanguard Global Advisers, LLC | 106,781 | $7.63M | 0.00% | −1,217−1.1% | Reduced |
| Prairiewood Capital, LLC | 107,254 | $7.67M | 1.99% | +4,201+4.1% | Added |
| Kestra Advisory Services, LLC | 107,339 | $7.67M | 0.02% | −5,476−4.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 107,753 | $7.70M | 0.72% | −5,036−4.5% | Reduced |
| Daiwa Securities Group Inc. | 108,305 | $7.74M | 0.02% | −111−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109,391 | $7.82M | 0.21% | −3,589−3.2% | Reduced |
| Rock Point Advisors, LLC | 110,733 | $7.92M | 1.94% | −660−0.6% | Reduced |
| Mediolanum International Funds Ltd | 108,099 | $7.95M | 0.07% | +78,674+267.4% | Added |
| Manufacturers Life Insurance Company, The | 113,459 | $8.11M | 0.01% | −12,221−9.7% | Reduced |
| MetLife Investment Management | 113,491 | $8.11M | 0.04% | −474−0.4% | Reduced |
| State of Wisconsin Investment Board | 113,671 | $8.13M | 0.02% | −591−0.5% | Reduced |
| New York State Common Retirement Fund | 114,338 | $8.18M | 0.01% | −1,100−1.0% | Reduced |
| Holocene Advisors, LP | 114,996 | $8.22M | 0.02% | +28,302+32.6% | Added |
| Ensign Peak Advisors, Inc | 119,181 | $8.52M | 0.01% | +35,627+42.6% | Added |
| Stony Point Wealth Management Inc. | 120,725 | $8.63M | 3.05% | +495+0.4% | Added |
| Crawford Investment Counsel Inc | 125,257 | $8.96M | 0.15% | −505−0.4% | Reduced |
| Allworth Financial LP | 126,552 | $9.05M | 0.04% | −2,915−2.3% | Reduced |
| APG Asset Management N.V. | 148,301 | $9.27M | 0.02% | +40,497+37.6% | Added |
| Resona Asset Management Co.,Ltd. | 127,691 | $9.33M | 0.04% | +263+0.2% | Added |
| State of Alaska, Department of Revenue | 132,101 | $9.44M | 0.09% | +1,422+1.1% | Added |
| Danske Bank A/S | 133,238 | $9.53M | 0.02% | −2,900−2.1% | Reduced |
| DekaBank Deutsche Girozentrale | 143,926 | $9.74M | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 138,020 | $9.87M | 0.01% | −10,093−6.8% | Reduced |
| Sequoia Financial Advisors, LLC | 139,129 | $9.95M | 0.05% | −14,331−9.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 139,528 | $9.98M | 0.50% | +107,358+333.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 141,837 | $10.1M | 0.02% | −1,640−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 143,138 | $10.2M | 0.10% | +5,471+4.0% | Added |
| Janney Montgomery Scott LLC | 146,492 | $10.5M | 0.02% | −199−0.1% | Reduced |
| Nomura Holdings Inc | 153,883 | $11.0M | 0.05% | +10,613+7.4% | Added |
| Swedbank AB | 159,482 | $11.4M | 0.01% | −18,421−10.4% | Reduced |
| Illinois Municipal Retirement Fund | 164,754 | $11.8M | 0.13% | +39,812+31.9% | Added |
| SRS Capital Advisors, Inc. | 165,609 | $11.8M | 0.08% | +156,370+1,692.5% | Added |
| Creative Planning | 169,979 | $12.2M | 0.01% | +31,250+22.5% | Added |
| Achmea Investment Management B.V. | 170,284 | $12.2M | 0.30% | 00.0% | Unchanged |
| Macquarie Group Ltd | 172,418 | $12.3M | 0.05% | +7,660+4.6% | Added |
| State Board of Administration of Florida Retirement System | 175,367 | $12.5M | 0.02% | −5,640−3.1% | Reduced |
| Truist Financial Corp | 175,542 | $12.6M | 0.02% | −1,399−0.8% | Reduced |
| Mizuho Markets Americas LLC | 183,000 | $13.1M | 0.23% | +183,000 | New |
| Aviva PLC | 191,030 | $13.7M | 0.02% | +2,272+1.2% | Added |
| New York State Teachers Retirement System | 191,396 | $13.7M | 0.03% | +39,369+25.9% | Added |
| Tectonic Advisors LLC | 193,656 | $13.8M | 0.67% | +9,682+5.3% | Added |
| Jane Street Group, LLC | 196,613 | $14.1M | 0.01% | +196,613 | New |
| Advisor Group Holdings, Inc. | 197,419 | $14.1M | 0.02% | +38,443+24.2% | Added |
| CSM Advisors, LLC | 199,368 | $14.3M | 0.30% | −1,838−0.9% | Reduced |
| Verdence Capital Advisors LLC | 200,942 | $14.4M | 0.75% | +83,494+71.1% | Added |