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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.

Institutional holdersQ2 2026: 905 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ2 2026: $12.8B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC2$1430.00%+2New
Synergy Investment Management, LLC1$750.00%+1New
Silicon Valley Capital Partners1$720.00%00.0%Unchanged
Kilter Group LLC0$280.00%0New
Evolution Advisers, Inc.1$00.00%+1New
Alyeska Investment Group, L.P.0$00.00%−664,468−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−346,578−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−155,149−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−153,462−100.0%Sold out
Seven Grand Managers, LLC0$00.00%−150,000−100.0%Sold out
LMR Partners LLP0$00.00%−138,518−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−69,721−100.0%Sold out
Cohen Capital Management, Inc.0$00.00%−69,189−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−65,618−100.0%Sold out
Acadian Asset Management LLC0$00.00%−58,193−100.0%Sold out
Mariner, LLC0$00.00%−43,622−100.0%Sold out
Presima Inc.0$00.00%−43,207−100.0%Sold out
Brummer Multi-Strategy AB0$00.00%−28,508−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−27,964−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−20,685−100.0%Sold out
Sienna Gestion0$00.00%−18,182−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−16,986−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−15,771−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−14,111−100.0%Sold out
AIA Group Ltd0$00.00%−13,299−100.0%Sold out
Intrua Financial, LLC0$00.00%−8,032−100.0%Sold out
Bridgewater Associates, LP0$00.00%−7,392−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,374−100.0%Sold out
Jackson Wealth Management, LLC0$00.00%−5,233−100.0%Sold out
STRS Ohio0$00.00%−5,184−100.0%Sold out
Octavia Wealth Advisors, LLC0$00.00%−4,609−100.0%Sold out
Havemeyer Place LP0$00.00%−4,246−100.0%Sold out
TritonPoint Partners, LLC0$00.00%−3,990−100.0%Sold out
Fideuram - Intesa Sanpaolo Private Banking S.P.A.0$00.00%−3,530−100.0%Sold out
Walleye Capital LLC0$00.00%−3,503−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−3,244−100.0%Sold out
Kraft, Davis & Associates, LLC0$00.00%−2,977−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−3,176−100.0%Sold out
MONECO Advisors, LLC0$00.00%−3,143−100.0%Sold out
Evolve Private Wealth, LLC0$00.00%−3,111−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−3,052−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−2,899−100.0%Sold out
Split Rock Private Trading & Wealth Management, LLC0$00.00%−2,955−100.0%Sold out
Orion Capital Management LLC0$00.00%−1,900−100.0%Sold out
Ballast Advisors LLC0$00.00%−1,552−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−1,135−100.0%Sold out
Addison Advisors LLC0$00.00%−1,100−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−723−100.0%Sold out
Truvestments Capital LLC0$00.00%−549−100.0%Sold out
Networth Advisors, LLC0$00.00%−355−100.0%Sold out
Clear Street Markets LLC0$00.00%−300−100.0%Sold out
Root Financial Partners, LLC0$00.00%−272−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−264−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−253−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−256−100.0%Sold out
Raiffeisen Bank International AG0$00.00%−245−100.0%Sold out
Abound Wealth Management0$00.00%−175−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−87−100.0%Sold out
Webster Bank, N. A.0$00.00%−75−100.0%Sold out
Aspect Partners, LLC0$00.00%−25−100.0%Sold out
Mountain Hill Investment Partners Corp.0$00.00%−17−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−6−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−2−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−2−100.0%Sold out
CWM, LLC––––Not filed
TruWealth Advisors, LLC––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
Skopos Labs, Inc.––––Not filed
Sofos Investments, Inc.––––Not filed
My Portfolio Guide, LLC––––Not filed
First Affirmative Financial Network––––Not filed
Claris Financial LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Journey Strategic Wealth LLC––––Not filed
Capital Planning Advisors, LLC––––Not filed
McIlrath & Eck, LLC––––Not filed
Red Tortoise LLC––––Not filed