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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 11,545 | $798.3K | 0.01% | −853−6.9% | Reduced |
| AE Wealth Management LLC | 11,165 | $798.3K | 0.00% | −715−6.0% | Reduced |
| Stephens Inc | 11,158 | $797.8K | 0.01% | −428−3.7% | Reduced |
| RB Capital Management, LLC | 11,061 | $790.9K | 0.15% | −1,215−9.9% | Reduced |
| BLB&B Advisors, LLC | 11,050 | $790.0K | 0.03% | +10.0% | Added |
| Client 1st Advisory Group, LLC | 10,995 | $786.1K | 0.21% | −213−1.9% | Reduced |
| Family Wealth Partners, LLC | 10,884 | $778.2K | 0.24% | +575+5.6% | Added |
| Advisory Services Network, LLC | 10,856 | $776.2K | 0.01% | +762+7.5% | Added |
| Credit Agricole S A | 10,789 | $771.4K | 0.00% | +5,760+114.5% | Added |
| J. Safra Sarasin Holding AG | 11,324 | $769.6K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 10,715 | $766.1K | 0.00% | +10,715 | New |
| Perigon Wealth Management, LLC | 10,710 | $765.8K | 0.01% | −1,909−15.1% | Reduced |
| Modern Wealth Management, LLC | 10,561 | $755.1K | 0.01% | −3,430−24.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,502 | $750.9K | 0.00% | −97−0.9% | Reduced |
| Evergreen Capital Management LLC | 10,404 | $749.8K | 0.01% | −194−1.8% | Reduced |
| Atomi Financial Group, Inc. | 10,482 | $749.5K | 0.02% | +67+0.6% | Added |
| Wealthspire Advisors, LLC | 10,437 | $746.2K | 0.00% | −2,313−18.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $736.5K | 0.15% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 10,175 | $727.5K | 0.29% | 00.0% | Unchanged |
| MAI Capital Management | 10,161 | $726.5K | 0.00% | +44+0.4% | Added |
| Elo Mutual Pension Insurance Co | 10,080 | $720.7K | 0.01% | +10,080 | New |
| Liberty Square Wealth Partners LLC | 10,038 | $717.7K | 0.17% | +126+1.3% | Added |
| Centersquare Investment Management LLC | 10,004 | $715.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,003 | $715.2K | 0.02% | −4,796−32.4% | Reduced |
| Prosperity Consulting Group, LLC | 9,886 | $706.8K | 0.03% | +394+4.2% | Added |
| Accel Wealth Management | 9,831 | $702.9K | 0.16% | −166−1.7% | Reduced |
| Invst, LLC | 9,819 | $702.1K | 0.07% | −146−1.5% | Reduced |
| Norinchukin Bank, The | 9,818 | $702.0K | 0.01% | −35−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $697.6K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 9,689 | $692.8K | 0.29% | −1,668−14.7% | Reduced |
| C2C Wealth Management, LLC | 9,589 | $685.6K | 0.54% | +10+0.1% | Added |
| Pinnacle Financial Partners, Inc. | 9,571 | $684.3K | 0.00% | −501−5.0% | Reduced |
| Liberty One Investment Management, LLC | 9,519 | $680.6K | 0.07% | −198−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,473 | $677.3K | 0.00% | −385−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,468 | $676.9K | 0.00% | +502+5.6% | Added |
| Old Port Advisors | 9,330 | $667.1K | 0.13% | 00.0% | Unchanged |
| Laraway Financial Inc | 9,251 | $661.5K | 0.40% | 00.0% | Unchanged |
| We Are One Seven, LLC | 9,175 | $656.0K | 0.01% | −280−3.0% | Reduced |
| Frec Markets, Inc. | 8,958 | $640.5K | 0.06% | +4,777+114.3% | Added |
| Capital Investment Advisory Services, LLC | 8,933 | $638.7K | 0.04% | +30.0% | Added |
| Dynamic Technology Lab Private Ltd | 8,881 | $635.0K | 0.14% | +8,881 | New |
| ProShare Advisors LLC | 8,787 | $628.3K | 0.00% | +30.0% | Added |
| Wellington Shields & Co., LLC | 8,700 | $622.0K | 0.14% | +40+0.5% | Added |
| Ballentine Partners, LLC | 8,697 | $621.8K | 0.01% | −165−1.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,653 | $618.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 8,612 | $615.8K | 0.08% | +255+3.1% | Added |
| Winton Group Ltd | 8,600 | $614.9K | 0.02% | +8,600 | New |
| Tokio Marine Asset Management Co Ltd | 8,583 | $613.7K | 0.02% | −67−0.8% | Reduced |
| ASR Vermogensbeheer N.V. | 8,580 | $613.5K | 0.01% | +5,892+219.2% | Added |
| Venture Visionary Partners LLC | 8,499 | $607.7K | 0.02% | −3,476−29.0% | Reduced |
| Sagewood Asset Management LP | 8,497 | $607.5K | 0.14% | +2,706+46.7% | Added |
| Park Avenue Securities LLC | 8,440 | $603.0K | 0.00% | +3,257+62.8% | Added |
| Bradley Foster & Sargent Inc | 8,421 | $602.1K | 0.01% | +33+0.4% | Added |
| FIL Ltd | 8,297 | $593.2K | 0.00% | +4,106+98.0% | Added |
| NBC Securities, Inc. | 8,219 | $587.7K | 0.04% | +49+0.6% | Added |
| Groupe la Francaise | 8,196 | $586.0K | 0.01% | −562−6.4% | Reduced |
| Brookwood Investment Group LLC | 8,183 | $585.1K | 0.07% | −468−5.4% | Reduced |
| Archer Investment Corp | 8,168 | $584.0K | 0.11% | −48−0.6% | Reduced |
| GeoWealth Management, LLC | 7,952 | $568.8K | 0.02% | +1,441+22.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,944 | $568.0K | 0.00% | +2,299+40.7% | Added |
| AlphaGrep UK Ltd | 7,938 | $567.6K | 0.17% | +7,938 | New |
| Independent Advisor Alliance | 7,903 | $565.1K | 0.01% | −4,050−33.9% | Reduced |
| HighPoint Advisor Group LLC | 7,873 | $562.9K | 0.02% | +391+5.2% | Added |
| VestGen Advisors, LLC | 7,848 | $561.1K | 0.02% | −139−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,830 | $559.8K | 0.03% | +179+2.3% | Added |
| Hudson Portfolio Management LLC | 7,807 | $558.2K | 0.42% | −60−0.8% | Reduced |
| Global Retirement Partners, LLC | 7,780 | $556.3K | 0.01% | +7,780 | New |
| Glenmede Trust Co NA | 7,711 | $551.3K | 0.00% | +536+7.5% | Added |
| FLC Capital Advisors | 7,635 | $545.9K | 0.09% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 7,630 | $545.5K | 0.05% | +7,630 | New |
| Nisa Investment Advisors, LLC | 7,520 | $544.8K | 0.00% | −8,032−51.6% | Reduced |
| Ossiam | 7,591 | $542.8K | 0.01% | −2,060−21.3% | Reduced |
| Apella Capital, LLC | 7,570 | $539.3K | 0.01% | −107−1.4% | Reduced |
| Sterling Capital Management LLC | 7,533 | $538.6K | 0.01% | −693−8.4% | Reduced |
| Krane Funds Advisors LLC | 7,421 | $530.6K | 0.02% | −126−1.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 7,392 | $528.5K | 0.32% | +92+1.3% | Added |
| COFG Advisors, LLC | 7,356 | $526.0K | 0.09% | +7,356 | New |
| Armstrong, Fleming & Moore, Inc | 7,315 | $523.0K | 0.17% | −12−0.2% | Reduced |
| Diligent Investors, LLC | 7,298 | $521.8K | 0.12% | +24+0.3% | Added |
| Accurate Wealth Management, LLC | 7,091 | $508.1K | 0.05% | +1,484+26.5% | Added |
| Shelton Capital Management | 7,097 | $507.4K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,987 | $499.6K | 0.01% | +1,026+17.2% | Added |
| Signaturefd, LLC | 6,969 | $498.3K | 0.01% | +1,982+39.7% | Added |
| Ignite Planners, LLC | 6,935 | $495.9K | 0.07% | +488+7.6% | Added |
| Teamwork Financial Advisors, LLC | 6,931 | $495.6K | 0.05% | −280−3.9% | Reduced |
| Virtus ETF Advisers LLC | 6,906 | $493.8K | 0.19% | +803+13.2% | Added |
| United Capital Financial Advisers, LLC | 6,902 | $493.5K | 0.00% | −3,387−32.9% | Reduced |
| Silver Oak Securities, Inc | 6,875 | $491.6K | 0.03% | −80−1.2% | Reduced |
| Focus Financial Network, Inc. | 6,865 | $490.9K | 0.02% | +121+1.8% | Added |
| E. Ohman J:or Asset Management AB | 6,750 | $482.6K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,740 | $482.0K | 0.00% | −195−2.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,649 | $475.4K | 0.01% | +183+2.8% | Added |
| Fulcrum Asset Management LLP | 6,448 | $473.9K | 0.05% | +6,448 | New |
| MQS Management LLC | 6,628 | $473.9K | 0.58% | −90−1.3% | Reduced |
| Everence Capital Management Inc | 6,500 | $465.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,455 | $461.5K | 0.01% | +280+4.5% | Added |
| North Dakota State Investment Board | 6,445 | $460.8K | 0.02% | +108+1.7% | Added |
| Round Rock Advisors, LLC | 6,434 | $460.0K | 0.06% | −1,200−15.7% | Reduced |
| Avion Wealth | 6,433 | $459.0K | 0.09% | +7+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 6,413 | $458.5K | 0.09% | −775−10.8% | Reduced |