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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 224,344 | $16.0M | 0.32% | +9,192+4.3% | Added |
| Price T Rowe Associates Inc | 221,265 | $15.8M | 0.00% | +15,084+7.3% | Added |
| Colony Group, LLC | 218,886 | $15.7M | 0.02% | +10,743+5.2% | Added |
| Gillson Capital LP | 211,582 | $15.1M | 0.89% | −259,118−55.0% | Reduced |
| Allianz Asset Management GmbH | 202,355 | $14.5M | 0.01% | −68,369−25.3% | Reduced |
| Verdence Capital Advisors LLC | 200,942 | $14.4M | 0.75% | +83,494+71.1% | Added |
| CSM Advisors, LLC | 199,368 | $14.3M | 0.30% | −1,838−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 197,419 | $14.1M | 0.02% | +38,443+24.2% | Added |
| Jane Street Group, LLC | 196,613 | $14.1M | 0.01% | +196,613 | New |
| Tectonic Advisors LLC | 193,656 | $13.8M | 0.67% | +9,682+5.3% | Added |
| New York State Teachers Retirement System | 191,396 | $13.7M | 0.03% | +39,369+25.9% | Added |
| Aviva PLC | 191,030 | $13.7M | 0.02% | +2,272+1.2% | Added |
| Mizuho Markets Americas LLC | 183,000 | $13.1M | 0.23% | +183,000 | New |
| Truist Financial Corp | 175,542 | $12.6M | 0.02% | −1,399−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 175,367 | $12.5M | 0.02% | −5,640−3.1% | Reduced |
| Macquarie Group Ltd | 172,418 | $12.3M | 0.05% | +7,660+4.6% | Added |
| Achmea Investment Management B.V. | 170,284 | $12.2M | 0.30% | 00.0% | Unchanged |
| Creative Planning | 169,979 | $12.2M | 0.01% | +31,250+22.5% | Added |
| SRS Capital Advisors, Inc. | 165,609 | $11.8M | 0.08% | +156,370+1,692.5% | Added |
| Illinois Municipal Retirement Fund | 164,754 | $11.8M | 0.13% | +39,812+31.9% | Added |
| Swedbank AB | 159,482 | $11.4M | 0.01% | −18,421−10.4% | Reduced |
| Nomura Holdings Inc | 153,883 | $11.0M | 0.05% | +10,613+7.4% | Added |
| Janney Montgomery Scott LLC | 146,492 | $10.5M | 0.02% | −199−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 143,138 | $10.2M | 0.10% | +5,471+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 141,837 | $10.1M | 0.02% | −1,640−1.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 139,528 | $9.98M | 0.50% | +107,358+333.7% | Added |
| Sequoia Financial Advisors, LLC | 139,129 | $9.95M | 0.05% | −14,331−9.3% | Reduced |
| Van Eck Associates Corp | 138,020 | $9.87M | 0.01% | −10,093−6.8% | Reduced |
| DekaBank Deutsche Girozentrale | 143,926 | $9.74M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 133,238 | $9.53M | 0.02% | −2,900−2.1% | Reduced |
| State of Alaska, Department of Revenue | 132,101 | $9.44M | 0.09% | +1,422+1.1% | Added |
| Resona Asset Management Co.,Ltd. | 127,691 | $9.33M | 0.04% | +263+0.2% | Added |
| APG Asset Management N.V. | 148,301 | $9.27M | 0.02% | +40,497+37.6% | Added |
| Allworth Financial LP | 126,552 | $9.05M | 0.04% | −2,915−2.3% | Reduced |
| Crawford Investment Counsel Inc | 125,257 | $8.96M | 0.15% | −505−0.4% | Reduced |
| Stony Point Wealth Management Inc. | 120,725 | $8.63M | 3.05% | +495+0.4% | Added |
| Ensign Peak Advisors, Inc | 119,181 | $8.52M | 0.01% | +35,627+42.6% | Added |
| Holocene Advisors, LP | 114,996 | $8.22M | 0.02% | +28,302+32.6% | Added |
| New York State Common Retirement Fund | 114,338 | $8.18M | 0.01% | −1,100−1.0% | Reduced |
| State of Wisconsin Investment Board | 113,671 | $8.13M | 0.02% | −591−0.5% | Reduced |
| MetLife Investment Management | 113,491 | $8.11M | 0.04% | −474−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 113,459 | $8.11M | 0.01% | −12,221−9.7% | Reduced |
| Mediolanum International Funds Ltd | 108,099 | $7.95M | 0.07% | +78,674+267.4% | Added |
| Rock Point Advisors, LLC | 110,733 | $7.92M | 1.94% | −660−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109,391 | $7.82M | 0.21% | −3,589−3.2% | Reduced |
| Daiwa Securities Group Inc. | 108,305 | $7.74M | 0.02% | −111−0.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 107,753 | $7.70M | 0.72% | −5,036−4.5% | Reduced |
| Kestra Advisory Services, LLC | 107,339 | $7.67M | 0.02% | −5,476−4.9% | Reduced |
| Prairiewood Capital, LLC | 107,254 | $7.67M | 1.99% | +4,201+4.1% | Added |
| Vanguard Global Advisers, LLC | 106,781 | $7.63M | 0.00% | −1,217−1.1% | Reduced |
| Davenport & Co LLC | 106,293 | $7.61M | 0.04% | −2,198−2.0% | Reduced |
| Westwood Holdings Group Inc. | 104,644 | $7.48M | 0.06% | +3,668+3.6% | Added |
| Standard Life Aberdeen plc | 104,021 | $7.44M | 0.01% | −34,829−25.1% | Reduced |
| Mercer Global Advisors Inc | 103,649 | $7.41M | 0.01% | +11,229+12.1% | Added |
| Thrivent Financial for Lutherans | 102,247 | $7.31M | 0.01% | +8,134+8.6% | Added |
| MML Investors Services, LLC | 101,894 | $7.29M | 0.01% | +27,986+37.9% | Added |
| Pacer Advisors, Inc. | 100,168 | $7.16M | 0.02% | −4,572−4.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100,084 | $7.16M | 0.03% | +19,800+24.7% | Added |
| Amalgamated Bank | 98,510 | $7.04M | 0.05% | −2,338−2.3% | Reduced |
| Advocate Group LLC | 96,060 | $6.87M | 1.03% | +4,415+4.8% | Added |
| IFM Investors Pty Ltd | 94,375 | $6.75M | 0.04% | +15,381+19.5% | Added |
| Royal London Asset Management Ltd | 94,289 | $6.74M | 0.01% | −4,979−5.0% | Reduced |
| CI Private Wealth, LLC | 93,777 | $6.71M | 0.01% | −3,334−3.4% | Reduced |
| Franklin Resources Inc | 93,184 | $6.66M | 0.00% | −111,664−54.5% | Reduced |
| Adams Asset Advisors, LLC | 90,882 | $6.50M | 0.74% | +8,494+10.3% | Added |
| SEI Investments Co | 88,139 | $6.30M | 0.01% | −54,216−38.1% | Reduced |
| State of Tennessee, Treasury Department | 85,763 | $6.13M | 0.02% | −1,544−1.8% | Reduced |
| Engineers Gate Manager LP | 84,861 | $6.07M | 0.08% | +80,210+1,724.6% | Added |
| Quantbot Technologies LP | 84,662 | $6.05M | 0.24% | +84,662 | New |
| Prudential PLC | 83,343 | $5.96M | 0.04% | +77,211+1,259.1% | Added |
| Sheets Smith Wealth Management | 83,010 | $5.94M | 0.59% | −1,000−1.2% | Reduced |
| Mutual of America Capital Management LLC | 82,669 | $5.91M | 0.06% | −1,313−1.6% | Reduced |
| Neuberger Berman Group LLC | 81,977 | $5.86M | 0.00% | −1,538−1.8% | Reduced |
| Wealthfront Advisers LLC | 80,736 | $5.77M | 0.01% | −2,445−2.9% | Reduced |
| Nykredit A/S | 80,333 | $5.74M | 0.02% | +80,333 | New |
| New Age Alpha Advisors, LLC | 79,783 | $5.70M | 0.24% | +14,108+21.5% | Added |
| Landscape Capital Management, L.L.C. | 77,339 | $5.53M | 0.36% | +77,339 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,209 | $5.52M | 0.04% | +3,136+4.2% | Added |
| National Bank of Canada | 76,911 | $5.50M | 0.00% | +72,633+1,697.8% | Added |
| Metis Global Partners, LLC | 76,695 | $5.48M | 0.12% | +17,189+28.9% | Added |
| Te Ahumairangi Investment Management Ltd | 71,217 | $5.09M | 0.82% | +1,900+2.7% | Added |
| Exchange Traded Concepts, LLC | 70,943 | $5.07M | 0.03% | +4,344+6.5% | Added |
| Yousif Capital Management, LLC | 70,006 | $5.01M | 0.06% | −3,332−4.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.87M | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 66,900 | $4.78M | 0.01% | +8,100+13.8% | Added |
| Beacon Pointe Advisors, LLC | 66,884 | $4.78M | 0.02% | +2,260+3.5% | Added |
| Louisiana State Employees Retirement System | 65,200 | $4.66M | 0.07% | +1,700+2.7% | Added |
| Nissay Asset Management Corp | 64,059 | $4.58M | 0.02% | +695+1.1% | Added |
| KBC Group NV | 63,811 | $4.56M | 0.01% | −26,996−29.7% | Reduced |
| Dupree Financial Group, LLC | 63,176 | $4.52M | 1.69% | +1,161+1.9% | Added |
| Arizona State Retirement System | 62,873 | $4.50M | 0.02% | +3,310+5.6% | Added |
| Ashton Thomas Private Wealth, LLC | 62,827 | $4.49M | 0.09% | +360+0.6% | Added |
| State of New Jersey Common Pension Fund D | 62,826 | $4.49M | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 62,229 | $4.45M | 0.00% | +42,293+212.1% | Added |
| Brown, Lisle/Cummings, Inc. | 61,807 | $4.42M | 0.99% | +5,493+9.8% | Added |
| State of Michigan Retirement System | 60,200 | $4.30M | 0.02% | −3,400−5.3% | Reduced |
| Cresset Asset Management, LLC | 58,912 | $4.27M | 0.02% | +2,319+4.1% | Added |
| Natixis Advisors, L.P. | 58,923 | $4.21M | 0.00% | +8,302+16.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 57,576 | $4.12M | 0.03% | +45,430+374.0% | Added |
| Baird Financial Group, Inc. | 55,290 | $3.95M | 0.01% | +5,864+11.9% | Added |