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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2,436 | $174.2K | 0.01% | −867−26.2% | Reduced |
| Bessemer Group Inc | 2,432 | $174.0K | 0.00% | +146+6.4% | Added |
| IAG Wealth Partners, LLC | 2,389 | $170.8K | 0.02% | +3+0.1% | Added |
| Larson Financial Group LLC | 2,386 | $170.6K | 0.00% | −223−8.5% | Reduced |
| Abound Financial, LLC | 2,171 | $155.2K | 0.06% | +2,171 | New |
| MCF Advisors LLC | 2,126 | $153.6K | 0.01% | +1,042+96.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,144 | $153.3K | 0.01% | −59−2.7% | Reduced |
| BFSG, LLC | 2,097 | $149.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,043 | $146.1K | 0.01% | 00.0% | Unchanged |
| First National Bank | 1,978 | $141.4K | 0.06% | +1,978 | New |
| Markowski Investments | 1,863 | $133.2K | 0.03% | +1,863 | New |
| CoreCap Advisors, LLC | 1,809 | $129.3K | 0.00% | +32+1.8% | Added |
| Hanson & Doremus Investment Management | 1,810 | $129.0K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,793 | $128.2K | 0.03% | +72+4.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,770 | $126.6K | 0.03% | +133+8.1% | Added |
| Beacon Investment Advisory Services, Inc. | 1,757 | $125.6K | 0.00% | −2−0.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,748 | $125.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,702 | $121.7K | 0.05% | +4+0.2% | Added |
| CX Institutional | 1,617 | $116.0K | 0.00% | −1,614−50.0% | Reduced |
| Golden State Wealth Management, LLC | 1,622 | $116.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,600 | $115.9K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,596 | $114.1K | 0.00% | −145−8.3% | Reduced |
| Capital Analysts, LLC | 1,558 | $111.0K | 0.00% | −69−4.2% | Reduced |
| Asset Planning,Inc | 1,540 | $110.1K | 0.07% | 00.0% | Unchanged |
| PEAK6 LLC | 1,494 | $106.8K | 0.00% | −8,581−85.2% | Reduced |
| Pillar Financial Advisors, LLC | 1,489 | $106.5K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,470 | $103.7K | 0.00% | −415−22.0% | Reduced |
| Spire Wealth Management | 1,426 | $102.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,408 | $100.7K | 0.06% | −3−0.2% | Reduced |
| Winch Advisory Services, LLC | 1,379 | $98.6K | 0.02% | +17+1.2% | Added |
| Triumph Capital Management | 1,375 | $98.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,367 | $97.7K | 0.01% | +309+29.2% | Added |
| Bangor Savings Bank | 1,305 | $93.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,300 | $93.0K | 0.03% | +300+30.0% | Added |
| South State Corp. | 1,296 | $92.7K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 1,212 | $86.7K | 0.05% | +1,212 | New |
| Proathlete Wealth Management LLC | 1,175 | $84.0K | 0.02% | +15+1.3% | Added |
| Banque Cantonale Vaudoise | 1,138 | $81.0K | 0.00% | +1,138 | New |
| Key Capital Management, INC | 1,125 | $80.4K | 0.04% | +1,125 | New |
| IFG Advisory, LLC | 1,076 | $76.9K | 0.00% | +1,076 | New |
| North Star Investment Management Corp. | 1,073 | $76.7K | 0.00% | −192−15.2% | Reduced |
| REAP Financial Group, LLC | 1,058 | $75.7K | 0.01% | +10+1.0% | Added |
| Smartleaf Asset Management LLC | 1,022 | $75.2K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,008 | $72.1K | 0.01% | +400+65.8% | Added |
| Creative Financial Designs Inc | 992 | $70.9K | 0.00% | +992 | New |
| Oslo Pensjonsforsikring AS | 975 | $69.7K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $68.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 969 | $68.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 952 | $68.1K | 0.02% | +68+7.7% | Added |
| Armstrong Advisory Group, Inc | 951 | $68.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 948 | $67.8K | 0.03% | +112+13.4% | Added |
| Concord Wealth Partners | 907 | $64.9K | 0.01% | +907 | New |
| Hoey Investments, Inc | 887 | $63.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $62.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 862 | $62.4K | 0.00% | +96+12.5% | Added |
| Hurley Capital, LLC | 795 | $56.8K | 0.03% | +11+1.4% | Added |
| Essential Partners LLC | 730 | $52.2K | 0.02% | +500+217.4% | Added |
| Oakmont Advisory Group, LLC | 730 | $52.2K | 0.04% | +730 | New |
| TSFG, LLC | 733 | $52.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 724 | $51.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 696 | $50.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 694 | $49.6K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 693 | $49.5K | 0.00% | +51+7.9% | Added |
| Quent Capital, LLC | 684 | $48.9K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 672 | $48.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 664 | $47.5K | 0.01% | +53+8.7% | Added |
| Golden State Equity Partners | 643 | $46.0K | 0.12% | −3,885−85.8% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $43.0K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 593 | $42.4K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $41.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 578 | $41.4K | 0.00% | −76−11.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 567 | $40.5K | 0.00% | +567 | New |
| Duff & Phelps Investment Management Co | 532 | $38.0K | 0.00% | +532 | New |
| Caldwell Trust Co | 527 | $37.7K | 0.00% | +227+75.7% | Added |
| City State Bank | 518 | $37.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $35.8K | 0.00% | +500 | New |
| Investors Portfolio Services LLC | 481 | $34.8K | 0.03% | +5+1.1% | Added |
| SHP Wealth Management | 486 | $34.8K | 0.00% | +8+1.7% | Added |
| Loomis Sayles & Co L P | 478 | $34.2K | 0.00% | +478 | New |
| MTM Investment Management, LLC | 476 | $34.1K | 0.01% | +5+1.1% | Added |
| Massmutual Trust Co FSB | 463 | $33.1K | 0.00% | −58−11.1% | Reduced |
| Richardson Financial Services Inc. | 463 | $33.1K | 0.02% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 447 | $32.0K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 446 | $31.9K | 0.01% | −53−10.6% | Reduced |
| Quarry LP | 416 | $29.7K | 0.00% | +211+102.9% | Added |
| First United Bank Trust | 415 | $29.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 411 | $29.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $28.7K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 402 | $28.7K | 0.01% | −3−0.7% | Reduced |
| Commonwealth Retirement Investments LLC | 400 | $28.6K | 0.01% | +400 | New |
| Montag A & Associates Inc | 390 | $28.3K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 371 | $26.5K | 0.01% | +5+1.4% | Added |
| Nemes Rush Group LLC | 366 | $26.1K | 0.00% | +5+1.4% | Added |
| Thompson Investment Management, Inc. | 349 | $25.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $24.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 334 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 322 | $23.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 318 | $23.0K | 0.01% | −27−7.8% | Reduced |
| Rothschild Investment LLC | 320 | $22.9K | 0.00% | +44+15.9% | Added |
| Blueline Advisors LLC | 311 | $22.2K | 0.02% | 00.0% | Unchanged |