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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 3,973 | $284.1K | 0.00% | −111−2.7% | Reduced |
| AlphaCore Capital LLC | 3,924 | $280.6K | 0.01% | +3,924 | New |
| Wealth Management Strategies, Inc. | 3,894 | $278.4K | 0.11% | +50+1.3% | Added |
| Insight Wealth Partners, LLC | 3,878 | $277.3K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 3,859 | $275.9K | 0.01% | +578+17.6% | Added |
| Mount Yale Investment Advisors, LLC | 3,838 | $275.5K | 0.01% | +3,838 | New |
| Insigneo Advisory Services, LLC | 3,846 | $275.0K | 0.01% | +32+0.8% | Added |
| Boothbay Fund Management, LLC | 3,777 | $270.1K | 0.01% | +3,777 | New |
| Wedbush Securities Inc | 3,775 | $270.0K | 0.01% | −10−0.3% | Reduced |
| Prospera Financial Services Inc | 3,771 | $269.7K | 0.00% | +272+7.8% | Added |
| High Net Worth Advisory Group LLC | 3,770 | $269.6K | 0.06% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,726 | $266.4K | 0.02% | +13+0.4% | Added |
| TCW Group Inc | 3,722 | $266.1K | 0.00% | +131+3.6% | Added |
| Keynote Financial Services LLC | 3,710 | $265.3K | 0.12% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,655 | $264.8K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,701 | $264.6K | 0.00% | −321−8.0% | Reduced |
| UMA Financial Services, Inc. | 3,691 | $263.9K | 0.03% | −10.0% | Reduced |
| Mather Group, LLC. | 3,644 | $260.6K | 0.00% | −192−5.0% | Reduced |
| Fiera Capital Corp | 3,627 | $259.3K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,609 | $258.1K | 0.03% | +183+5.3% | Added |
| LexAurum Advisors, LLC | 3,598 | $257.3K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,594 | $257.0K | 0.01% | −223−5.8% | Reduced |
| Meridian Wealth Management, LLC | 3,592 | $256.8K | 0.01% | −115−3.1% | Reduced |
| Central Trust Co | 3,561 | $254.6K | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,559 | $254.5K | 0.05% | −80−2.2% | Reduced |
| Umb Bank N A | 3,545 | $253.5K | 0.00% | −84−2.3% | Reduced |
| Savvy Advisors, Inc. | 3,523 | $251.9K | 0.01% | +222+6.7% | Added |
| Benin Management CORP | 3,520 | $251.7K | 0.05% | +3,520 | New |
| Inspire Advisors, LLC | 3,517 | $251.5K | 0.02% | −1,160−24.8% | Reduced |
| D.B. Root & Company, LLC | 3,514 | $251.2K | 0.05% | +2+0.1% | Added |
| Rafferty Asset Management, LLC | 3,509 | $250.9K | 0.00% | +422+13.7% | Added |
| King Wealth | 3,495 | $250.0K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,496 | $250.0K | 0.00% | +3,496 | New |
| Private Trust Co NA | 3,481 | $248.9K | 0.02% | −80−2.2% | Reduced |
| Keystone Financial Services | 3,477 | $248.6K | 0.06% | +3,477 | New |
| Sage Rhino Capital LLC | 3,474 | $248.4K | 0.04% | +10+0.3% | Added |
| HBW Advisory Services LLC | 3,451 | $246.8K | 0.02% | −196−5.4% | Reduced |
| Elevatus Welath Management | 3,447 | $246.4K | 0.06% | +3,447 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,433 | $245.5K | 0.00% | +3,433 | New |
| Detalus Advisors, LLC | 3,400 | $243.1K | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,400 | $243.1K | 0.00% | +3,400 | New |
| Revolve Wealth Partners, LLC | 3,398 | $243.0K | 0.03% | +3,398 | New |
| Focused Wealth Management, Inc | 3,393 | $242.6K | 0.02% | +3,393 | New |
| Carret Asset Management, LLC | 3,384 | $242.0K | 0.02% | −948−21.9% | Reduced |
| WealthPLAN Partners, LLC | 3,348 | $239.4K | 0.05% | +10.0% | Added |
| Cary Street Partners Financial LLC | 3,347 | $239.3K | 0.01% | −18−0.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,329 | $238.0K | 0.01% | +4+0.1% | Added |
| Cherry Tree Wealth Management, LLC | 3,314 | $237.0K | 0.04% | −686−17.2% | Reduced |
| Bryn Mawr Trust Co | 3,300 | $235.9K | 0.01% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 3,281 | $234.6K | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,244 | $231.9K | 0.00% | −243−7.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,208 | $229.1K | 0.00% | −1,579−33.0% | Reduced |
| Helium Advisors LLC | 3,170 | $226.7K | 0.19% | +4+0.1% | Added |
| Sawyer & Company, Inc | 3,170 | $226.7K | 0.08% | −275−8.0% | Reduced |
| Motco | 3,170 | $226.7K | 0.02% | −138−4.2% | Reduced |
| Rossby Financial, LCC | 3,169 | $226.6K | 0.04% | +1,651+108.8% | Added |
| GW Henssler & Associates Ltd | 3,161 | $226.0K | 0.01% | −5−0.2% | Reduced |
| Rodgers Brothers Inc. | 3,150 | $225.2K | 0.02% | −2,000−38.8% | Reduced |
| Salem Investment Counselors Inc | 3,093 | $224.1K | 0.01% | −88−2.8% | Reduced |
| Natixis | 3,100 | $221.7K | 0.00% | −211,654−98.6% | Reduced |
| Advyzon Investment Management, LLC | 3,090 | $220.9K | 0.02% | +3,090 | New |
| Empower Advisory Group, LLC | 3,066 | $219.2K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,018 | $215.8K | 0.02% | −427−12.4% | Reduced |
| Abel Hall, LLC | 3,016 | $215.6K | 0.04% | −2,002−39.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,000 | $214.5K | 0.04% | −1,131−27.4% | Reduced |
| Intelligence Driven Advisers, LLC | 3,000 | $214.5K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,995 | $214.1K | 0.00% | −4,774−61.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,993 | $214.0K | 0.00% | −531−15.1% | Reduced |
| Turning Point Benefit Group, Inc. | 2,996 | $214.0K | 0.09% | +2,996 | New |
| GF Fund Management Co. Ltd. | 2,965 | $212.0K | 0.00% | −346−10.5% | Reduced |
| First Nebraska Trust Co | 2,950 | $210.9K | 0.02% | +2,950 | New |
| Osmosis Investment Management UK Ltd | 2,943 | $210.4K | 0.01% | −3,070−51.1% | Reduced |
| Valmark Advisers, Inc. | 2,942 | $210.4K | 0.00% | −7−0.2% | Reduced |
| Modera Wealth Management, LLC | 2,931 | $209.6K | 0.00% | +2,931 | New |
| Oak Harvest Investment Services | 2,929 | $209.4K | 0.02% | +2,929 | New |
| Sovereign Financial Group, Inc. | 2,924 | $209.1K | 0.03% | −69−2.3% | Reduced |
| Titleist Asset Management, LLC | 2,923 | $209.0K | 0.01% | −487−14.3% | Reduced |
| Kestra Investment Management, LLC | 2,890 | $206.6K | 0.00% | −629−17.9% | Reduced |
| Columbia Asset Management | 2,890 | $206.6K | 0.04% | −585−16.8% | Reduced |
| SNS Financial Group, LLC | 2,874 | $205.5K | 0.00% | +2,874 | New |
| Virtue Capital Management, LLC | 2,854 | $204.1K | 0.03% | +2,854 | New |
| BCO Wealth Management LLC | 2,850 | $203.8K | 0.11% | +2,850 | New |
| Diesslin Group, Inc. | 2,846 | $203.5K | 0.08% | +2,846 | New |
| Pegasus Asset Management, Inc. | 2,838 | $202.9K | 0.06% | +2,838 | New |
| Raleigh Capital Management Inc. | 2,827 | $202.2K | 0.06% | −50−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,823 | $201.8K | 0.00% | +2,823 | New |
| Checchi Capital Advisers, LLC | 2,808 | $200.8K | 0.01% | +2,808 | New |
| Berger Financial Group, Inc | 2,804 | $200.5K | 0.01% | +2,804 | New |
| Bourgeon Capital Management LLC | 2,800 | $200.2K | 0.03% | −500−15.2% | Reduced |
| Allie Family Office LLC | 2,800 | $200.2K | 0.07% | +2,800 | New |
| Strategic Blueprint, LLC | 2,798 | $200.1K | 0.01% | +2,798 | New |
| Kera Capital Partners, Inc. | 2,798 | $200.1K | 0.02% | +2,798 | New |
| AdvisorNet Financial, Inc | 2,782 | $198.9K | 0.01% | +743+36.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,743 | $198.8K | 0.02% | −317−10.4% | Reduced |
| Atlantic Union Bankshares Corp | 2,720 | $194.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,691 | $192.4K | 0.01% | +2,691 | New |
| Horizon Investments, LLC | 2,637 | $188.5K | 0.00% | +399+17.8% | Added |
| Walleye Trading LLC | 2,545 | $182.0K | 0.00% | +2,545 | New |
| HM Payson & Co | 2,530 | $180.9K | 0.00% | −360−12.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,446 | $174.9K | 0.03% | +13+0.5% | Added |