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 |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 6,384 | $456.5K | 0.00% | −18,691−74.5% | Reduced |
| Peddock Capital Advisors, LLC | 6,356 | $454.5K | 0.09% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 6,307 | $451.0K | 0.07% | +6,307 | New |
| Rockport Wealth LLC | 6,271 | $448.4K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,251 | $446.9K | 0.05% | +83+1.3% | Added |
| Essex Financial Services, Inc. | 6,249 | $446.8K | 0.02% | −335−5.1% | Reduced |
| Buckingham Strategic Partners | 6,235 | $445.9K | 0.00% | −8,026−56.3% | Reduced |
| International Assets Investment Management, LLC | 6,248 | $442.4K | 0.03% | +1,125+22.0% | Added |
| Dynamic Advisor Solutions LLC | 6,165 | $440.8K | 0.01% | −184−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,138 | $438.9K | 0.00% | −3,196−34.2% | Reduced |
| Axis Wealth Partners, LLC | 6,093 | $435.6K | 0.21% | −105−1.7% | Reduced |
| Harbour Investments, Inc. | 6,081 | $434.8K | 0.01% | +699+13.0% | Added |
| Jacobs Equity LLC | 6,081 | $434.8K | 0.30% | +1,471+31.9% | Added |
| Grant Private Wealth Management Inc | 6,078 | $434.6K | 0.18% | +1,881+44.8% | Added |
| Equitable Holdings, Inc. | 6,053 | $432.8K | 0.00% | −461−7.1% | Reduced |
| Monument Capital Management | 5,946 | $425.1K | 0.09% | +5,946 | New |
| Jacobi Capital Management LLC | 5,903 | $422.1K | 0.02% | +8+0.1% | Added |
| Chicago Partners Investment Group LLC | 5,605 | $421.5K | 0.01% | +597+11.9% | Added |
| Prime Capital Investment Advisors, LLC | 5,806 | $415.1K | 0.00% | +38+0.7% | Added |
| Tredje AP-fonden | 5,769 | $412.5K | 0.00% | −81,161−93.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,761 | $411.9K | 0.15% | −98−1.7% | Reduced |
| Stronghold Wealth Management L.L.C. | 5,740 | $410.4K | 0.55% | +36+0.6% | Added |
| Woodward Diversified Capital, LLC | 5,722 | $409.1K | 0.18% | +314+5.8% | Added |
| Gutierrez Wealth Advisory, LLC | 5,684 | $406.4K | 0.23% | +600+11.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,678 | $406.0K | 0.02% | −26−0.5% | Reduced |
| Gen-Wealth Partners Inc | 5,669 | $405.3K | 0.11% | −1,345−19.2% | Reduced |
| Centaurus Financial, Inc. | 5,618 | $402.0K | 0.02% | +20.0% | Added |
| DV Trading LLC | 5,618 | $401.7K | 0.03% | +2,618+87.3% | Added |
| Hanover Advisors Inc | 5,528 | $395.3K | 0.14% | +5,528 | New |
| Allen Capital Group, LLC | 5,526 | $395.1K | 0.03% | −174−3.1% | Reduced |
| New Wave Wealth Advisors LLC | 5,433 | $393.3K | 0.11% | +1,504+38.3% | Added |
| True North Advisors, LLC | 5,497 | $393.0K | 0.04% | +5,497 | New |
| Advisortrust Partners, LLC | 5,486 | $392.2K | 0.13% | +237+4.5% | Added |
| Benjamin Edwards Inc | 5,463 | $390.7K | 0.00% | +357+7.0% | Added |
| DF Dent & Co Inc | 5,464 | $390.7K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,449 | $389.6K | 0.04% | −38−0.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,425 | $387.9K | 0.17% | −19−0.3% | Reduced |
| TCG Advisory Services, LLC | 5,403 | $386.3K | 0.01% | +325+6.4% | Added |
| Aptus Capital Advisors, LLC | 5,306 | $379.7K | 0.00% | −648−10.9% | Reduced |
| Hilltop Holdings Inc. | 5,297 | $378.7K | 0.03% | −733−12.2% | Reduced |
| Lazard Asset Management LLC | 5,268 | $376.7K | 0.00% | +1,482+39.1% | Added |
| Clearstead Advisors, LLC | 5,261 | $376.2K | 0.00% | +5,192+7,524.6% | Added |
| Resources Investment Advisors, LLC. | 5,258 | $375.9K | 0.00% | +1,089+26.1% | Added |
| Herold Advisors, Inc. | 5,205 | $373.0K | 0.07% | −184−3.4% | Reduced |
| Regions Financial Corp | 5,216 | $372.9K | 0.00% | +1,149+28.3% | Added |
| Flagship Private Wealth, LLC | 5,196 | $371.5K | 0.13% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,182 | $370.5K | 0.02% | −6,816−56.8% | Reduced |
| Family Legacy, Inc. | 5,157 | $368.7K | 0.10% | +98+1.9% | Added |
| Huntington National Bank | 5,154 | $368.5K | 0.00% | −26−0.5% | Reduced |
| Western Wealth Management, LLC | 5,118 | $365.9K | 0.01% | +12+0.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,112 | $365.5K | 0.09% | +7+0.1% | Added |
| Stratos Wealth Partners, LTD. | 5,097 | $364.5K | 0.00% | −210−4.0% | Reduced |
| GAMMA Investing LLC | 5,059 | $361.7K | 0.01% | +457+9.9% | Added |
| Summit Wealth Group, LLC | 5,023 | $359.2K | 0.07% | +13+0.3% | Added |
| Old National Bancorp | 5,020 | $358.9K | 0.01% | +5,020 | New |
| RSM US Wealth Management LLC | 5,012 | $358.8K | 0.00% | −230−4.4% | Reduced |
| Ticino Wealth | 5,000 | $357.5K | 0.11% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,938 | $353.1K | 0.13% | +338+7.3% | Added |
| Miracle Mile Advisors, LLC | 4,937 | $353.0K | 0.00% | +156+3.3% | Added |
| Verition Fund Management LLC | 4,916 | $351.5K | 0.00% | −9,917−66.9% | Reduced |
| Apollon Financial, LLC | 4,910 | $351.1K | 0.04% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,897 | $350.1K | 0.04% | +15+0.3% | Added |
| Per Stirling Capital Management, LLC. | 4,841 | $346.1K | 0.03% | +61+1.3% | Added |
| Sigma Planning Corp | 4,840 | $346.1K | 0.01% | −146−2.9% | Reduced |
| Plato Investment Management Ltd | 4,853 | $345.0K | 0.02% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 4,809 | $343.9K | 0.11% | +1,766+58.0% | Added |
| Seeds Investor LLC | 4,805 | $343.5K | 0.04% | +54+1.1% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,737 | $338.7K | 0.00% | +30+0.6% | Added |
| Burney Co | 4,728 | $338.1K | 0.01% | +10.0% | Added |
| Fifth Third Bancorp | 4,704 | $336.3K | 0.00% | −229−4.6% | Reduced |
| Clear Creek Financial Management, LLC | 4,667 | $333.7K | 0.02% | +905+24.1% | Added |
| Fisher Asset Management, LLC | 4,638 | $331.7K | 0.00% | −1,017−18.0% | Reduced |
| Profund Advisors LLC | 4,634 | $331.3K | 0.01% | −146−3.1% | Reduced |
| Widmann Financial Services, Inc. | 4,618 | $330.2K | 0.18% | −367−7.4% | Reduced |
| Brookfield Asset Management Inc. | 4,588 | $328.0K | 0.00% | −215,426−97.9% | Reduced |
| Kathmere Capital Management, LLC | 4,505 | $322.1K | 0.02% | +454+11.2% | Added |
| Dividend Assets Capital, LLC | 4,500 | $321.8K | 0.06% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,494 | $320.2K | 0.10% | −1,771−28.3% | Reduced |
| Ethos Financial Group, LLC | 4,447 | $318.0K | 0.02% | −1,304−22.7% | Reduced |
| Mystic Asset Management, Inc. | 4,426 | $316.5K | 0.07% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,421 | $316.1K | 0.01% | −343−7.2% | Reduced |
| Ritholtz Wealth Management | 4,313 | $308.4K | 0.00% | +406+10.4% | Added |
| Kingswood Wealth Advisors, LLC | 4,304 | $307.7K | 0.01% | +36+0.8% | Added |
| Advocate Investing Services LLC | 4,260 | $304.6K | 0.23% | +10.0% | Added |
| Commerzbank Aktiengesellschaft | 4,219 | $302.0K | 0.01% | −2,810−40.0% | Reduced |
| Syon Capital LLC | 4,216 | $301.4K | 0.01% | +484+13.0% | Added |
| Symphony Financial, Ltd. Co. | 4,108 | $298.0K | 0.03% | +610+17.4% | Added |
| Barlow Wealth Partners, Inc. | 4,206 | $296.6K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,142 | $296.2K | 0.03% | +4,142 | New |
| Inceptionr LLC | 4,105 | $293.5K | 0.07% | −22,134−84.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,069 | $290.9K | 0.01% | +856+26.6% | Added |
| OneAscent Financial Services LLC | 4,053 | $289.8K | 0.01% | +659+19.4% | Added |
| NorthStar Asset Management LLC | 4,038 | $288.7K | 0.12% | +400+11.0% | Added |
| Principal Securities, Inc. | 4,027 | $287.9K | 0.00% | +852+26.8% | Added |
| Main Street Financial Solutions, LLC | 4,023 | $287.6K | 0.02% | +26+0.7% | Added |
| Parallel Advisors, LLC | 4,019 | $287.4K | 0.00% | −79−1.9% | Reduced |
| Bridgefront Capital, LLC | 4,009 | $286.6K | 0.08% | +4,009 | New |
| Basepoint Wealth LLC | 4,006 | $286.4K | 0.16% | +52+1.3% | Added |
| Philadelphia Trust Co | 4,000 | $286.0K | 0.02% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 3,791 | $285.2K | 0.08% | −536−12.4% | Reduced |