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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 22,000 | $1.57M | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 21,715 | $1.55M | 0.05% | +65+0.3% | Added |
| Kestra Private Wealth Services, LLC | 21,589 | $1.54M | 0.02% | +115+0.5% | Added |
| Hilltop Partners LLC | 21,509 | $1.54M | 0.37% | −421−1.9% | Reduced |
| Summit Trail Advisors, LLC | 21,491 | $1.54M | 0.02% | −1,168−5.2% | Reduced |
| Independent Financial Group, LLC | 21,303 | $1.52M | 0.03% | +3,273+18.2% | Added |
| HORAN Wealth, LLC | 21,250 | $1.52M | 0.19% | +1,477+7.5% | Added |
| Cornerstone Wealth Management, LLC | 21,240 | $1.52M | 0.07% | +254+1.2% | Added |
| HB Wealth Management, LLC | 21,211 | $1.52M | 0.01% | −46−0.2% | Reduced |
| Jeppson Wealth Management, LLC | 21,177 | $1.51M | 0.45% | −313−1.5% | Reduced |
| Machina Capital S.A.S. | 20,843 | $1.49M | 0.24% | +20,843 | New |
| Penserra Capital Management LLC | 20,636 | $1.48M | 0.01% | −1,260−5.8% | Reduced |
| Public Employees Retirement Association of Colorado | 20,336 | $1.45M | 0.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 20,198 | $1.44M | 0.15% | −214−1.0% | Reduced |
| Summit Financial, LLC | 19,812 | $1.44M | 0.02% | −926−4.5% | Reduced |
| Royal Fund Management, LLC | 19,949 | $1.43M | 0.12% | +546+2.8% | Added |
| Dockside LLC | 19,838 | $1.42M | 0.33% | +19,838 | New |
| Kepler Cheuvreux (Suisse) SA | 19,634 | $1.40M | 0.08% | −78,089−79.9% | Reduced |
| NewEdge Wealth, LLC | 19,618 | $1.40M | 0.01% | +824+4.4% | Added |
| Ostrum Asset Management | 19,209 | $1.37M | 0.07% | −12,895−40.2% | Reduced |
| Bank of Nova Scotia | 19,085 | $1.36M | 0.00% | −88−0.5% | Reduced |
| Hancock Whitney Corp | 19,014 | $1.36M | 0.02% | 00.0% | Unchanged |
| National Pension Service | 18,986 | $1.36M | 0.00% | −7,075−27.1% | Reduced |
| Moors & Cabot, Inc. | 18,965 | $1.36M | 0.05% | −900−4.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 18,831 | $1.35M | 0.00% | −3,452−15.5% | Reduced |
| Laurel Oak Wealth Management, LLC | 18,394 | $1.32M | 0.19% | −1,098−5.6% | Reduced |
| Clarion Wealth Managment Partners, LLC | 18,133 | $1.30M | 1.05% | −447−2.4% | Reduced |
| New Insight Wealth Advisors | 18,054 | $1.29M | 0.38% | −3,813−17.4% | Reduced |
| Arete Wealth Advisors, LLC | 18,025 | $1.29M | 0.09% | +501+2.9% | Added |
| Securian Asset Management, Inc | 16,426 | $1.25M | 0.04% | +273+1.7% | Added |
| Colonial Trust Advisors | 17,401 | $1.24M | 0.09% | −238−1.3% | Reduced |
| Samalin Investment Counsel, LLC | 17,225 | $1.23M | 0.39% | +354+2.1% | Added |
| O'Shaughnessy Asset Management, LLC | 17,170 | $1.23M | 0.01% | −2,569−13.0% | Reduced |
| Crossmark Global Holdings, Inc. | 17,105 | $1.22M | 0.02% | +640+3.9% | Added |
| Harbor Investment Advisory, LLC | 17,072 | $1.22M | 0.09% | +80.0% | Added |
| Ameritas Advisory Services, LLC | 16,933 | $1.21M | 0.02% | +11,658+221.0% | Added |
| Associated Banc-Corp | 16,725 | $1.20M | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 16,714 | $1.20M | 0.02% | −439−2.6% | Reduced |
| Jupiter Topco LLC | 16,652 | $1.19M | 0.00% | +16,652 | New |
| Carnegie Lake Advisors LLC | 16,286 | $1.16M | 0.43% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 16,074 | $1.16M | 0.02% | −70.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,255 | $1.16M | 0.01% | +4,880+42.9% | Added |
| Blair William & Co | 16,187 | $1.16M | 0.00% | −275−1.7% | Reduced |
| Oppenheimer & Co Inc | 16,110 | $1.15M | 0.01% | −229−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,599 | $1.12M | 0.06% | +7,674+96.8% | Added |
| Wealthstar Advisors, LLC | 15,496 | $1.11M | 0.55% | +51+0.3% | Added |
| Atria Investments LLC | 15,426 | $1.10M | 0.01% | +1,783+13.1% | Added |
| Savant Capital, LLC | 15,797 | $1.10M | 0.00% | +7,198+83.7% | Added |
| Saudi Central Bank | 15,350 | $1.10M | 0.01% | +7,261+89.8% | Added |
| IHT Wealth Management, LLC | 15,221 | $1.09M | 0.02% | −385−2.5% | Reduced |
| Axq Capital, LP | 15,051 | $1.08M | 0.12% | −2,642−14.9% | Reduced |
| Kovack Advisors, Inc. | 14,850 | $1.06M | 0.05% | −187−1.2% | Reduced |
| Toroso Investments, LLC | 14,635 | $1.05M | 0.00% | +2,785+23.5% | Added |
| Everstar Asset Management, LLC | 14,507 | $1.04M | 0.50% | +1,412+10.8% | Added |
| Summit Wealth Group LLC | 14,302 | $1.02M | 0.08% | −744−4.9% | Reduced |
| GWM Advisors LLC | 14,185 | $1.01M | 0.00% | +5,772+68.6% | Added |
| Prudential Financial Inc | 14,183 | $1.01M | 0.00% | −2,998−17.4% | Reduced |
| Cooper Financial Group | 14,127 | $1.01M | 0.08% | +2,306+19.5% | Added |
| Applied Capital LLC | 14,061 | $1.01M | 0.67% | +40.0% | Added |
| Investment Management Corp of Ontario | 14,018 | $1.00M | 0.01% | −1,700−10.8% | Reduced |
| Siemens Fonds Invest GmbH | 13,901 | $993.9K | 0.05% | −2,331−14.4% | Reduced |
| Roof Eidam & Maycock | 13,883 | $992.6K | 0.20% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,843 | $989.8K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,818 | $988.0K | 0.01% | +148+1.1% | Added |
| Cullen Capital Management LLC | 13,817 | $987.9K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 13,816 | $987.8K | 0.02% | +50.0% | Added |
| Kentucky Retirement Systems | 13,683 | $978.3K | 0.02% | +13,683 | New |
| Nicholas Hoffman & Company, LLC. | 13,221 | $945.3K | 0.02% | −449−3.3% | Reduced |
| Howe & Rusling Inc | 13,187 | $942.9K | 0.05% | +138+1.1% | Added |
| LRI Investments, LLC | 13,143 | $939.8K | 0.08% | −389−2.9% | Reduced |
| Rakuten Investment Management, Inc. | 12,618 | $927.4K | 0.00% | +1,677+15.3% | Added |
| Pasadena Private Wealth, LLC | 12,966 | $927.1K | 0.12% | +40+0.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 12,910 | $923.1K | 0.11% | +698+5.7% | Added |
| Founders Financial Alliance, LLC | 12,898 | $922.3K | 0.12% | +1,025+8.6% | Added |
| EP Wealth Advisors, LLC | 12,885 | $921.3K | 0.00% | −1,205−8.6% | Reduced |
| Vista Investment Management | 12,792 | $914.6K | 0.28% | −343−2.6% | Reduced |
| Gateway Wealth Partners, LLC | 12,701 | $908.1K | 0.05% | −12,975−50.5% | Reduced |
| Coppell Advisory Solutions LLC | 8,327 | $906.7K | 0.27% | +8,327 | New |
| Woodline Partners LP | 12,517 | $895.0K | 0.00% | +3,939+45.9% | Added |
| Merit Financial Group, LLC | 12,465 | $891.3K | 0.01% | +598+5.0% | Added |
| CIBC Asset Management Inc | 12,325 | $881.2K | 0.00% | −88,309−87.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,271 | $877.4K | 0.09% | +12,271 | New |
| Tower Research Capital LLC (TRC) | 12,188 | $871.4K | 0.02% | −1,209−9.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,183 | $871.1K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,138 | $867.9K | 0.03% | +87+0.7% | Added |
| Financial Gravity Companies, Inc. | 12,112 | $866.0K | 0.14% | +12,112 | New |
| Waldron Private Wealth LLC | 12,041 | $860.9K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 11,903 | $851.0K | 0.04% | +126+1.1% | Added |
| Intech Investment Management LLC | 11,862 | $848.1K | 0.01% | −18,500−60.9% | Reduced |
| Abn Amro Investment Solutions | 11,834 | $846.1K | 0.01% | −1,709−12.6% | Reduced |
| Oak Thistle LLC | 11,789 | $842.9K | 0.08% | +6,015+104.2% | Added |
| Vident Advisory, LLC | 11,660 | $833.7K | 0.01% | +490+4.4% | Added |
| Susquehanna International Group, LLP | 11,537 | $824.9K | 0.00% | +11,537 | New |
| Spirit of America Management Corp | 11,500 | $822.3K | 0.15% | +2,300+25.0% | Added |
| Cambria Investment Management, L.P. | 11,466 | $819.8K | 0.04% | +2,243+24.3% | Added |
| Maryland State Retirement & Pension System | 11,398 | $815.0K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 11,383 | $813.9K | 0.00% | +1,307+13.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,200 | $810.1K | 0.01% | +11,200 | New |
| EFG International AG | 11,300 | $808.0K | 0.01% | +416+3.8% | Added |
| Legacy Capital Wealth Partners, LLC | 11,166 | $798.4K | 0.15% | −16−0.1% | Reduced |