Security record · archived quarter
WPC
W. P. Carey Inc. · Real Estate · REIT - Diversified
3Tracked holders
+1Δ holders
356.25KShares held
$21.96MReported value
+1New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 356.25K | $21.96M | +1 | n/a |
| Q2 2026 | 145 | +2 | 132.35M | $9.48B | +9 | −9 |
| Q1 2026 | 148 | 0 | 127.34M | $8.67B | +7 | −8 |
| Q4 2025 | 147 | +3 | 142.63M | $9.18B | +4 | n/a |
| Q3 2025 | 17 | -2 | 91.40M | $6.19B | +1 | −4 |
| Q2 2025 | 17 | +1 | 80.29M | $5.02B | +1 | n/a |
| Q1 2025 | 13 | 0 | 21.31M | $1.35B | +1 | −1 |
| Q4 2024 | 13 | 0 | 22.76M | $1.25B | n/a | n/a |
| Q3 2024 | 12 | 0 | 9.80M | $609.88M | +1 | −1 |
| Q2 2024 | 12 | n/a | 7.46M | $410.23M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 347.14K | +35.0% | $21.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Ninety One UK Ltd | 8.87K | New | $572,946 | 0.0% | New | 1 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 244 | +11.4% | $15,575 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Ninety One UK Ltd | $572,946 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 861 holders, 167.86M shares, $11.16B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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