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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 202,355 | $14.5M | 0.01% | −68,369−25.3% | Reduced |
| Gillson Capital LP | 211,582 | $15.1M | 0.89% | −259,118−55.0% | Reduced |
| Colony Group, LLC | 218,886 | $15.7M | 0.02% | +10,743+5.2% | Added |
| Price T Rowe Associates Inc | 221,265 | $15.8M | 0.00% | +15,084+7.3% | Added |
| Carnegie Capital Asset Management, LLC | 224,344 | $16.0M | 0.32% | +9,192+4.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 227,316 | $16.3M | 0.02% | −34,732−13.3% | Reduced |
| Pictet Asset Management Holding SA | 227,980 | $16.3M | 0.02% | −1,899−0.8% | Reduced |
| Retirement Systems of Alabama | 230,375 | $16.5M | 0.05% | −38,286−14.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 233,876 | $16.7M | 0.09% | +119,816+105.0% | Added |
| Geneos Wealth Management Inc. | 240,263 | $17.2M | 0.35% | −4,965−2.0% | Reduced |
| Los Angeles Capital Management LLC | 251,710 | $18.0M | 0.07% | +249,743+12,696.6% | Added |
| Vanguard Investments Australia, Ltd. | 257,128 | $18.4M | 0.05% | +4,733+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 257,150 | $18.4M | 0.03% | +102,664+66.5% | Added |
| Candriam Luxembourg S.C.A. | 264,066 | $18.9M | 0.08% | −273,121−50.8% | Reduced |
| Millennium Management LLC | 266,214 | $19.0M | 0.01% | −259,194−49.3% | Reduced |
| Heitman Real Estate Securities LLC | 268,473 | $19.2M | 1.23% | +176,005+190.3% | Added |
| Lighthouse Investment Partners, LLC | 276,126 | $19.7M | 0.61% | +76,126+38.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 284,847 | $20.4M | 0.32% | +186,706+190.2% | Added |
| D. E. Shaw & Co., Inc. | 291,651 | $20.9M | 0.01% | −227,103−43.8% | Reduced |
| Renaissance Technologies LLC | 292,200 | $20.9M | 0.03% | +220,900+309.8% | Added |
| Alliancebernstein L.P. | 315,408 | $21.4M | 0.01% | +1,302+0.4% | Added |
| Korea Investment CORP | 307,843 | $22.0M | 0.04% | +128,293+71.5% | Added |
| Private Management Group Inc | 313,379 | $22.4M | 0.59% | −13,880−4.2% | Reduced |
| Treasurer of the State of North Carolina | 315,515 | $22.6M | 0.06% | +3,220+1.0% | Added |
| Brown Advisory Inc | 318,319 | $22.8M | 0.04% | −44,975−12.4% | Reduced |
| Public Employees Retirement System of Ohio | 321,328 | $23.0M | 0.07% | +3,011+0.9% | Added |
| KLP Kapitalforvaltning AS | 326,900 | $23.6M | 0.08% | −28,500−8.0% | Reduced |
| Warren Averett Asset Management, LLC | 332,200 | $23.8M | 0.14% | +318,735+2,367.1% | Added |
| Berkshire Asset Management LLC | 334,738 | $23.9M | 0.94% | +3,950+1.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 335,248 | $24.0M | 0.04% | +190,929+132.3% | Added |
| AQR Capital Management LLC | 337,163 | $24.1M | 0.01% | +48,096+16.6% | Added |
| Cbre Clarion Securities LLC | 339,978 | $24.3M | 0.34% | +339,978 | New |
| Cetera Investment Advisers | 344,828 | $24.7M | 0.02% | +8,948+2.7% | Added |
| Quantinno Capital Management LP | 347,547 | $24.8M | 0.03% | +66,650+23.7% | Added |
| Royal Bank of Canada | 348,452 | $24.9M | 0.00% | +77,964+28.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 349,083 | $25.0M | 0.05% | +232,096+198.4% | Added |
| FMR LLC | 353,469 | $25.3M | 0.00% | −4,707−1.3% | Reduced |
| Arbejdsmarkedets Tillaegspension | 373,000 | $26.7M | 0.58% | −2,914−0.8% | Reduced |
| Jain Global LLC | 387,879 | $27.7M | 0.33% | +55,516+16.7% | Added |
| California State Teachers Retirement System | 388,247 | $27.8M | 0.03% | −3,693−0.9% | Reduced |
| SEB Asset Management AB | 394,267 | $28.2M | 0.11% | +117,098+42.2% | Added |
| BNP Paribas Arbitrage, SA | 401,495 | $28.7M | 0.01% | +191,866+91.5% | Added |
| Wells Fargo & Company | 420,900 | $30.1M | 0.01% | +19,634+4.9% | Added |
| Storebrand Asset Management AS | 427,394 | $30.6M | 0.08% | +145,246+51.5% | Added |
| Nomura Asset Management Co Ltd | 431,432 | $30.8M | 0.07% | +21,670+5.3% | Added |
| Vanguard Asset Management, Ltd | 431,844 | $30.9M | 0.02% | +46,870+12.2% | Added |
| Asset Management One Co.,Ltd. | 436,123 | $31.2M | 0.08% | +17,102+4.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 440,538 | $31.5M | 0.02% | +36,020+8.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 441,604 | $31.6M | 0.06% | +95,776+27.7% | Added |
| American Century Companies Inc | 444,334 | $31.8M | 0.01% | −234,897−34.6% | Reduced |
| California Public Employees Retirement System | 444,792 | $31.8M | 0.02% | −106,085−19.3% | Reduced |
| Citigroup Inc | 448,185 | $32.0M | 0.01% | +26,445+6.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 477,275 | $34.1M | 0.06% | −27,965−5.5% | Reduced |
| Goldman Sachs Group Inc | 484,741 | $34.7M | 0.00% | −93,041−16.1% | Reduced |
| Marshall Wace, LLP | 487,289 | $34.8M | 0.03% | −323,438−39.9% | Reduced |
| Citadel Advisors LLC | 497,875 | $35.6M | 0.02% | −973,801−66.2% | Reduced |
| Principal Financial Group Inc | 505,692 | $36.2M | 0.02% | +16,719+3.4% | Added |
| Barclays PLC | 511,612 | $36.6M | 0.01% | −165,127−24.4% | Reduced |
| Great West Life Assurance Co | 519,702 | $37.2M | 0.06% | +11,044+2.2% | Added |
| Victory Capital Management Inc | 567,335 | $40.6M | 0.02% | +22,212+4.1% | Added |
| APG Asset Management US Inc. | 580,007 | $41.1M | 0.29% | 00.0% | Unchanged |
| Schroder Investment Management Group | 570,366 | $41.4M | 0.03% | −50,519−8.1% | Reduced |
| Virginia Retirement Systems Et Al | 581,377 | $41.6M | 0.25% | +57,468+11.0% | Added |
| Bank of Montreal | 582,527 | $41.7M | 0.02% | +537,830+1,203.3% | Added |
| Russell Investments Group, Ltd. | 602,485 | $43.2M | 0.04% | +436,355+262.7% | Added |
| Swiss National Bank | 618,351 | $44.2M | 0.02% | −24,800−3.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 620,940 | $44.4M | 0.03% | −15,191−2.4% | Reduced |
| Rhumbline Advisers | 651,460 | $46.6M | 0.04% | +18,561+2.9% | Added |
| First Trust Advisors LP | 671,883 | $48.0M | 0.03% | +21,686+3.3% | Added |
| Envestnet Asset Management Inc | 675,909 | $48.3M | 0.01% | +52,962+8.5% | Added |
| Raymond James Financial Inc | 683,922 | $48.9M | 0.01% | +115,285+20.3% | Added |
| Zacks Investment Management | 685,305 | $49.0M | 0.35% | +117,286+20.6% | Added |
| Two Sigma Investments, LP | 771,150 | $55.1M | 0.04% | −30,554−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 775,610 | $55.5M | 0.07% | −17,337−2.2% | Reduced |
| LPL Financial LLC | 793,572 | $56.7M | 0.01% | −11,462−1.4% | Reduced |
| Ameriprise Financial Inc | 809,338 | $57.9M | 0.01% | −34,442−4.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 833,413 | $59.6M | 0.07% | −31,959−3.7% | Reduced |
| Amundi | 905,905 | $64.8M | 0.02% | +5,711+0.6% | Added |
| HSBC Holdings PLC | 938,424 | $67.1M | 0.03% | +9,986+1.1% | Added |
| Captrust Financial Advisors | 941,268 | $67.3M | 0.10% | −153,894−14.1% | Reduced |
| Advisors Capital Management, LLC | 1,031,277 | $73.7M | 0.78% | +14,666+1.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,075,671 | $76.9M | 0.11% | +589,938+121.5% | Added |
| Wellington Management Group LLP | 1,260,182 | $90.1M | 0.02% | −165,811−11.6% | Reduced |
| Vanguard Fiduciary Trust Co | 1,407,605 | $100.6M | 0.02% | +45,660+3.4% | Added |
| Equity Investment Corp | 1,512,565 | $108.1M | 2.06% | −70,265−4.4% | Reduced |
| JPMorgan Chase & Co | 1,481,307 | $108.9M | 0.01% | −1,877,568−55.9% | Reduced |
| Deutsche Bank AG | 1,787,749 | $127.8M | 0.04% | +1,322,414+284.2% | Added |
| Bank of America Corp | 1,790,679 | $128.0M | 0.01% | +424,955+31.1% | Added |
| UBS Group AG | 2,019,951 | $144.4M | 0.02% | +354,694+21.3% | Added |
| Morgan Stanley | 2,047,971 | $146.4M | 0.01% | +56,614+2.8% | Added |
| Nuveen, LLC | 2,096,115 | $149.9M | 0.04% | −30,030−1.4% | Reduced |
| UBS Asset Management Americas Inc | 2,270,499 | $162.3M | 0.03% | +65,284+3.0% | Added |
| Bank of New York Mellon Corp | 2,305,639 | $164.9M | 0.03% | −48,305−2.1% | Reduced |
| Legal & General Group Plc | 2,647,763 | $189.3M | 0.04% | −95,409−3.5% | Reduced |
| Norges Bank | 2,847,221 | $203.6M | 0.02% | +2,847,221 | New |
| Charles Schwab Investment Management Inc | 3,262,016 | $233.2M | 0.03% | +215,790+7.1% | Added |
| Dimensional Fund Advisors LP | 3,346,564 | $239.3M | 0.04% | −1,5680.0% | Reduced |
| Northern Trust Corp | 3,404,655 | $243.4M | 0.03% | +745,115+28.0% | Added |
| Invesco Ltd. | 4,535,606 | $324.3M | 0.03% | +43,785+1.0% | Added |
| Massachusetts Financial Services Co | 4,467,099 | $325.2M | 0.10% | +276,166+6.6% | Added |