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 2021
Institutional positions in W. P. Carey Inc. as of Jun 30, 2021. 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
- 699
- +52 vs. Q1 2021
- Shares held
- 108.5M
- +6.33M (+6.2%) vs. Q1 2021
- Total value
- $8.09B
- +$857.4M (+11.8%) vs. Q1 2021
- New holders
- 91
- 283 more added
- Sold out
- 39
- 193 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 20 | $1.00K | 0.00% | +20 | New |
| Neo Ivy Capital Management | 14 | $1.00K | 0.00% | +14 | New |
| Kelly Financial Services LLC | 133,109 | $1.78K | 0.07% | +131,325+7,361.3% | Added |
| Eukles Asset Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 29 | $2.16K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $4.00K | 0.00% | +35+140.0% | Added |
| Delta Asset Management LLC | 60 | $4.00K | 0.00% | +60 | New |
| Financial Avengers, Inc. | 69 | $5.00K | 0.00% | +1+1.5% | Added |
| FinTrust Capital Advisors, LLC | 61 | $5.00K | 0.00% | +61 | New |
| PEAK6 Investments LLC | 67 | $5.00K | 0.00% | +67 | New |
| Zions Bancorporation, N.A. | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 89 | $7.00K | 0.00% | −54−37.8% | Reduced |
| Cordasco Financial Network | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 90 | $7.00K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 110 | $8.00K | 0.00% | +2+1.9% | Added |
| Carmichael Hill & Associates, Inc. | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 112 | $8.00K | 0.00% | +112 | New |
| Monumental Financial Group Inc. | 106 | $8.00K | 0.01% | +106 | New |
| American State Bank (Iowa) | 109 | $8.13K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $9.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 152 | $11.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 175 | $13.0K | 0.00% | +175 | New |
| Wealth Quarterback LLC | 164 | $13.0K | 0.01% | +164 | New |
| Federated Hermes, Inc. | 184 | $14.0K | 0.00% | −344−65.2% | Reduced |
| Pacitti Group Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 200 | $15.0K | 0.01% | +100+100.0% | Added |
| Clearstead Advisors, LLC | 200 | $15.0K | 0.00% | +200 | New |
| Core Wealth Advisors, Inc. | 225 | $17.0K | 0.01% | +100+80.0% | Added |
| Ford Financial Group, LLC | 232 | $17.0K | 0.01% | +232 | New |
| Freedman Financial Associates, Inc. | 240 | $18.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 256 | $19.0K | 0.00% | −69−21.2% | Reduced |
| BerganKDV Wealth Management, LLC | 254 | $19.0K | 0.00% | +4+1.6% | Added |
| Lenox Wealth Advisors, LLC | 286 | $21.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 285 | $21.0K | 0.01% | +74+35.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $22.0K | 0.00% | −1,500−83.3% | Reduced |
| RPG Investment Advisory, LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 305 | $23.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 303 | $23.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 321 | $24.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $24.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 325 | $24.0K | 0.00% | +300+1,200.0% | Added |
| CoreFirst Bank & Trust | 330 | $25.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 347 | $26.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 368 | $27.0K | 0.00% | +5+1.4% | Added |
| Credit Agricole S A | 373 | $28.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 400 | $29.0K | 0.00% | −93−18.9% | Reduced |
| Baystate Wealth Management LLC | 405 | $30.0K | 0.00% | +6+1.5% | Added |
| Dougherty Wealth Advisers LLC | 400 | $30.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 416 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 424 | $32.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 436 | $33.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 456 | $34.0K | 0.02% | +456 | New |
| Carolinas Wealth Consulting LLC | 458 | $35.0K | 0.01% | +7+1.6% | Added |
| CenterStar Asset Management, LLC | – | $35.0K | 0.04% | – | New |
| Tortoise Investment Management, LLC | 477 | $36.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 500 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 500 | $37.0K | 0.03% | 00.0% | Unchanged |
| AGF Investments LLC | 492 | $37.0K | 0.00% | +33+7.2% | Added |
| Wagner Wealth Management, LLC | 495 | $37.0K | 0.03% | +195+65.0% | Added |
| Sargent Bickham Lagudis LLC | 507 | $38.0K | 0.00% | +7+1.4% | Added |
| HHM Wealth Advisors, LLC | 545 | $41.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 571 | $42.0K | 0.00% | +143+33.4% | Added |
| Montag A & Associates Inc | 570 | $43.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 573 | $43.0K | 0.01% | +16+2.9% | Added |
| Tobam | 587 | $44.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 621 | $46.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 635 | $47.0K | 0.00% | +280+78.9% | Added |
| Private Capital Group, LLC | 630 | $48.0K | 0.01% | −29−4.4% | Reduced |
| JNBA Financial Advisors | 643 | $48.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 654 | $48.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 668 | $49.8K | 0.00% | +558+507.3% | Added |
| Reilly Financial Advisors, LLC | 672 | $50.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 703 | $52.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 700 | $52.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 728 | $54.0K | 0.01% | +525+258.6% | Added |
| Hoover Financial Advisors, Inc. | 724 | $54.0K | 0.01% | +724 | New |
| North Star Investment Management Corp. | 750 | $56.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 750 | $56.0K | 0.01% | +750 | New |
| Ellevest, Inc. | 762 | $57.0K | 0.01% | −5−0.7% | Reduced |
| Addison Advisors LLC | 765 | $57.0K | 0.05% | +765 | New |
| Washington Trust Co | 768 | $58.0K | 0.00% | −1,431−65.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 800 | $60.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $60.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 825 | $62.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 864 | $64.0K | 0.01% | +40+4.9% | Added |
| Princeton Global Asset Management LLC | 869 | $65.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 911 | $68.0K | 0.00% | −2,498−73.3% | Reduced |
| Ironwood Financial, llc | 962 | $72.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 962 | $72.0K | 0.00% | +962 | New |