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 |
|---|---|---|---|---|---|
| Fideuram Asset Management (Ireland) dac | 52,559 | $3.89M | 0.08% | +52,559 | New |
| CIBC Bancorp USA Inc. | 54,364 | $3.88M | 0.00% | −9,127−14.4% | Reduced |
| Entropy Technologies, LP | 53,796 | $3.85M | 0.15% | +28,765+114.9% | Added |
| Alpha Omega Wealth Management LLC | 51,334 | $3.67M | 0.56% | −46−0.1% | Reduced |
| GSI Capital Advisors LLC | 50,570 | $3.62M | 1.71% | +50,570 | New |
| Northwestern Mutual Investment Management Company, LLC | 50,105 | $3.58M | 0.04% | +1,009+2.1% | Added |
| NewSquare Capital LLC | 50,073 | $3.58M | 0.27% | +1,859+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 49,131 | $3.51M | 0.07% | +37,633+327.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 49,108 | $3.51M | 0.02% | +49,108 | New |
| Federation des caisses Desjardins du Quebec | 48,929 | $3.50M | 0.01% | −9,838−16.7% | Reduced |
| Stifel Financial Corp | 48,418 | $3.46M | 0.00% | −1,406−2.8% | Reduced |
| Romano Brothers and Company | 47,885 | $3.42M | 0.34% | −950−1.9% | Reduced |
| Vestcor Inc | 47,585 | $3.40M | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 47,524 | $3.40M | 0.00% | −5,065−9.6% | Reduced |
| Hantz Financial Services, Inc. | 47,414 | $3.39M | 0.05% | −757−1.6% | Reduced |
| Andra AP-fonden | 47,300 | $3.38M | 0.04% | +46,359+4,926.6% | Added |
| NEOS Investment Management LLC | 46,985 | $3.36M | 0.01% | +5,492+13.2% | Added |
| QRG Capital Management, Inc. | 46,736 | $3.34M | 0.03% | +3,493+8.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 46,627 | $3.33M | 0.01% | −2,886−5.8% | Reduced |
| Oregon Public Employees Retirement Fund | 46,019 | $3.29M | 0.04% | +1,200+2.7% | Added |
| Pensionfund DSM Netherlands | 45,800 | $3.27M | 1.69% | +1,500+3.4% | Added |
| Guggenheim Capital LLC | 45,577 | $3.26M | 0.02% | +13,836+43.6% | Added |
| Freedom Financial Partners LLC | 45,121 | $3.23M | 1.05% | −718−1.6% | Reduced |
| Squarepoint Ops LLC | 45,110 | $3.23M | 0.01% | +45,110 | New |
| Private Advisor Group, LLC | 44,299 | $3.17M | 0.01% | +5,289+13.6% | Added |
| New Mexico Educational Retirement Board | 43,400 | $3.10M | 0.08% | 00.0% | Unchanged |
| CWM Advisors, LLC | 42,811 | $3.06M | 0.13% | +5,826+15.8% | Added |
| DnB Asset Management AS | 42,454 | $3.04M | 0.01% | −3,757−8.1% | Reduced |
| Allstate Corp | 41,515 | $2.97M | 0.03% | +3,168+8.3% | Added |
| Xponance, Inc. | 41,436 | $2.96M | 0.02% | +446+1.1% | Added |
| Ameritas Investment Partners, Inc. | 40,992 | $2.93M | 0.08% | +621+1.5% | Added |
| Meixler Investment Management, Ltd. | 40,804 | $2.92M | 1.61% | −169−0.4% | Reduced |
| SummitTX Capital, L.P. | 40,395 | $2.89M | 0.08% | +40,395 | New |
| Rockefeller Capital Management L.P. | 39,346 | $2.81M | 0.00% | +659+1.7% | Added |
| Hazelview Securities Inc. | 39,407 | $2.81M | 0.39% | +39,407 | New |
| Wiley Bros.-Aintree Capital, LLC | 39,177 | $2.80M | 0.01% | +2,185+5.9% | Added |
| J.W. Cole Advisors, Inc. | 38,201 | $2.73M | 0.05% | +19,159+100.6% | Added |
| Capital Square, LLC | 37,841 | $2.71M | 1.19% | −79−0.2% | Reduced |
| Coldstream Capital Management Inc | 37,582 | $2.69M | 0.03% | −4,415−10.5% | Reduced |
| Investmark Advisory Group LLC | 36,479 | $2.61M | 0.99% | +1,071+3.0% | Added |
| Cerity Partners LLC | 35,905 | $2.57M | 0.00% | +2,964+9.0% | Added |
| JustInvest LLC | 35,778 | $2.56M | 0.02% | +1,117+3.2% | Added |
| Nomura Asset Management International Inc. | 35,629 | $2.55M | 0.00% | −59−0.2% | Reduced |
| Tudor Investment Corp Et Al | 34,746 | $2.48M | 0.01% | +24,917+253.5% | Added |
| Arkadios Wealth Advisors | 34,239 | $2.45M | 0.04% | +438+1.3% | Added |
| Wealthcare Advisory Partners LLC | 33,982 | $2.43M | 0.05% | −150.0% | Reduced |
| Sanctuary Advisors, LLC | 33,649 | $2.41M | 0.01% | +2,106+6.7% | Added |
| Utah Retirement Systems | 33,481 | $2.39M | 0.02% | −1,703−4.8% | Reduced |
| Mutual Advisors, LLC | 33,457 | $2.39M | 0.05% | +94+0.3% | Added |
| Weaver Consulting Group | 33,450 | $2.39M | 0.49% | −265−0.8% | Reduced |
| Jump Financial, LLC | 32,800 | $2.35M | 0.02% | +32,800 | New |
| Police & Firemen's Retirement System of New Jersey | 32,688 | $2.34M | 0.02% | −558−1.7% | Reduced |
| British Columbia Investment Management Corp | 32,311 | $2.31M | 0.01% | +2,111+7.0% | Added |
| Farther Finance Advisors, LLC | 32,143 | $2.30M | 0.02% | +18,227+131.0% | Added |
| UniSuper Management Pty Ltd | 32,084 | $2.29M | 0.01% | −16,716−34.3% | Reduced |
| Teacher Retirement System of Texas | 31,682 | $2.27M | 0.01% | −25,022−44.1% | Reduced |
| The PNC Financial Services Group, Inc. | 31,322 | $2.24M | 0.00% | +1,862+6.3% | Added |
| M&T Bank Corp | 31,202 | $2.23M | 0.01% | −378−1.2% | Reduced |
| SG Americas Securities, LLC | 31,107 | $2.22M | 0.00% | −202,051−86.7% | Reduced |
| Toronto Dominion Bank | 31,079 | $2.22M | 0.00% | +793+2.6% | Added |
| Gsa Capital Partners LLP | 30,908 | $2.21M | 0.14% | +20,101+186.0% | Added |
| Federated Hermes, Inc. | 30,889 | $2.21M | 0.00% | −2,372−7.1% | Reduced |
| TD Asset Management Inc | 30,218 | $2.16M | 0.00% | +797+2.7% | Added |
| Erste Asset Management GmbH | 29,100 | $2.14M | 0.02% | +800+2.8% | Added |
| Jones Financial Companies LLLP | 28,672 | $2.12M | 0.00% | +7,332+34.4% | Added |
| Commerce Bank | 29,307 | $2.10M | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 29,127 | $2.08M | 0.26% | −2,050−6.6% | Reduced |
| Avanza Fonder AB | 29,121 | $2.08M | 0.05% | +9,922+51.7% | Added |
| New York Life Investment Management LLC | 28,811 | $2.06M | 0.01% | +1,487+5.4% | Added |
| Swiss Life Asset Management Ltd | 28,279 | $2.02M | 0.01% | −4,823−14.6% | Reduced |
| Gradient Capital Advisors, LLC | 27,790 | $1.99M | 0.46% | −135−0.5% | Reduced |
| Assetmark, Inc | 27,677 | $1.98M | 0.00% | +1,518+5.8% | Added |
| US Bancorp | 27,351 | $1.96M | 0.00% | +2,558+10.3% | Added |
| Evergreen Wealth Solutions, LLC | 27,097 | $1.94M | 0.10% | +281+1.0% | Added |
| BridgePort Financial Solutions, LLC | 26,650 | $1.91M | 0.49% | −1,114−4.0% | Reduced |
| SFMG, LLC | 26,362 | $1.88M | 0.11% | −6,716−20.3% | Reduced |
| Stordahl Capital Management, Inc. | 26,156 | $1.87M | 0.34% | +43+0.2% | Added |
| TT Capital Management LLC | 26,108 | $1.87M | 1.45% | −486−1.8% | Reduced |
| Excalibur Management Corp | 25,714 | $1.84M | 0.61% | +140+0.5% | Added |
| Integrated Wealth Concepts LLC | 25,699 | $1.84M | 0.01% | +10,881+73.4% | Added |
| Flputnam Investment Management Co | 25,684 | $1.84M | 0.02% | −618−2.3% | Reduced |
| Fiduciary Alliance LLC | 25,325 | $1.81M | 0.12% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 25,186 | $1.80M | 0.12% | −79−0.3% | Reduced |
| OP Asset Management Ltd | 25,152 | $1.80M | 0.02% | −13,571−35.0% | Reduced |
| Ethic Inc. | 24,294 | $1.74M | 0.02% | −12,386−33.8% | Reduced |
| Apollon Wealth Management, LLC | 24,191 | $1.73M | 0.02% | −4,132−14.6% | Reduced |
| Pathstone Holdings, LLC | 24,109 | $1.72M | 0.01% | −1,518−5.9% | Reduced |
| CMH Wealth Management LLC | 23,655 | $1.71M | 0.26% | −18,125−43.4% | Reduced |
| Vanderbilt University | 23,915 | $1.71M | 0.23% | +8,947+59.8% | Added |
| Voya Investment Management LLC | 23,709 | $1.70M | 0.00% | −878−3.6% | Reduced |
| Nordea Investment Management AB | 23,344 | $1.68M | 0.00% | +575+2.5% | Added |
| NorthRock Partners, LLC | 23,519 | $1.68M | 0.02% | −2,676−10.2% | Reduced |
| Jefferies Financial Group Inc. | 23,437 | $1.68M | 0.02% | −263,813−91.8% | Reduced |
| Demars Financial Group, LLC | 23,259 | $1.66M | 0.46% | +10,667+84.7% | 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 |
| Frank, Rimerman Advisors LLC | 22,451 | $1.61M | 0.09% | +65+0.3% | Added |
| Pensionfund Sabic | 22,304 | $1.59M | 1.71% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 22,432 | $1.59M | 0.18% | −167−0.7% | Reduced |
| Naviter Wealth, LLC | 21,749 | $1.58M | 0.14% | +3,784+21.1% | Added |