WPC · Company research
W.P. Carey Inc. (REIT) (WPC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 2 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 366 | 26141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114996 | 8222214 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EQUITY INVESTMENT CORP | 1685771 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1512565 | 108148370 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143926 | 9738 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518 | 37037 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Osmosis Investment Management UK Ltd | 1780700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2943 | 210425 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4053 | 289790 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MQS Management LLC | 1759395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6628 | 473902 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15221 | 1088304 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 14 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49131 | 3512866 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39177 | 2801370 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1725296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10004 | 715286 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58912 | 4267323 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83010 | 5935215 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113491 | 8114607 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 714 | 51051 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 951 | 67997 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Summit Wealth Group, LLC | 1802865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5023 | 359163 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254 | 18161 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2808 | 200772 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Asset Planning,Inc | 2048547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1540 | 110110 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 1449 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7944 | 567996 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6384 | 456456 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6750 | 482625 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CMH Wealth Management LLC | 1657516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23655 | 1713569 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394267 | 28190077 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 696 | 50418 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427394 | 30558671 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6500 | 465 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33982 | 2429699 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Focus Financial Network, Inc. | 2010942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6865 | 490883 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Redhawk Wealth Advisors, Inc. | 1535811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12271 | 877377 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106781 | 7634842 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| C2C Wealth Management, LLC | 1868903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9589 | 685589 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3329 | 238024 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17700 | 1265550 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Teamwork Financial Advisors, LLC | 1629931 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6931 | 495602 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Archer Investment Corp | 1803804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8168 | 584012 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 215 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 7611 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MPWM ADVISORY SOLUTIONS, LLC | 2056693 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 7794 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46985 | 3359428 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Caldwell Trust Co | 2080218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 527 | 37681 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112310 | 8030165 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100168 | 7162 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169 | 12084 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Ameliora Wealth Management Ltd. | 1910168 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230 | 16445 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Dynamic Advisor Solutions LLC | 1599747 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6165 | 440798 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| INSPIRION WEALTH ADVISORS, LLC | 1633448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22432 | 1588376 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12324 | 891103 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pensionfund PDN | 1297731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45800 | 3275 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 48048 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Uniplan Investment Counsel, Inc. | 1520710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91234 | 7704358 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 553803 | 7169933 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14185 | 1014201 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jacobs Equity LLC | 2111761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6081 | 434792 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36237 | 2591004 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80333 | 5743809 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jacobi Capital Management LLC | 1689646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5903 | 422099 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17170 | 1227655 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101796 | 7278443 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 416 | 29744 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 1056823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22000 | 1573000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Plato Investment Management Ltd | 1984475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4853 | 344965 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 3146 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 2288 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DAYMARK WEALTH PARTNERS, LLC | 1956824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4421 | 316107 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21491 | 1536612 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3124314 | 223388455 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11383 | 813884 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Caisse de depot et placement du Quebec | 898286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1075671 | 76910477 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 735450 | 54055603 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 778156 | 55638154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 401495 | 28706892 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5182 | 370513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3561 | 254612 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 446 | 31862 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.