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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,797 | $283.0K | 0.05% | 00.0% | Unchanged |
| Headinvest, LLC | 3,842 | $286.0K | 0.05% | +107+2.9% | Added |
| Monterey Private Wealth, Inc. | 3,870 | $289.0K | 0.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,925 | $293.0K | 0.03% | +899+29.7% | Added |
| Virtu Financial LLC | 3,962 | $296.0K | 0.03% | −8,485−68.2% | Reduced |
| Gilbert & Cook, Inc. | 3,968 | $296.0K | 0.05% | +96+2.5% | Added |
| Symphony Financial, Ltd. Co. | 4,057 | $305.0K | 0.10% | −237−5.5% | Reduced |
| Proequities, Inc. | 4,037 | $305.0K | 0.02% | +178+4.6% | Added |
| Doyle Wealth Management | 4,178 | $312.0K | 0.03% | +4,178 | New |
| Simplex Trading, LLC | 4,203 | $313.0K | 0.01% | −4,623−52.4% | Reduced |
| Garrison Asset Management, LLC | 4,223 | $315.0K | 0.19% | +3+0.1% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $316.0K | 0.16% | −198−4.5% | Reduced |
| ARGI Investment Services, LLC | 4,232 | $316.0K | 0.01% | +23+0.5% | Added |
| Ritholtz Wealth Management | 4,232 | $316.0K | 0.02% | +4,232 | New |
| Resources Investment Advisors, LLC. | 4,264 | $318.0K | 0.01% | −406−8.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,258 | $318.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,288 | $320.0K | 0.29% | +4,288 | New |
| Northstar Investment Advisors LLC | 3,980 | $321.0K | 0.04% | +102+2.6% | Added |
| Procyon Private Wealth Partners, LLC | 4,300 | $321.0K | 0.09% | +4,300 | New |
| Meeder Asset Management Inc | 4,344 | $324.0K | 0.02% | −429−9.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,361 | $325.0K | 0.17% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,386 | $327.0K | 0.07% | +669+18.0% | Added |
| We Are One Seven, LLC | 4,431 | $331.0K | 0.05% | +1,374+44.9% | Added |
| Fca Corp | 4,470 | $334.0K | 0.09% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,484 | $335.0K | 0.19% | +381+9.3% | Added |
| Paradigm Financial Partners, LLC | 4,498 | $336.0K | 0.08% | −9,170−67.1% | Reduced |
| Independent Financial Group, LLC | 4,529 | $338.0K | 0.04% | +455+11.2% | Added |
| Austin Private Wealth, LLC | 4,546 | $339.0K | 0.08% | +33+0.7% | Added |
| Kercheville Advisors, LLC | 4,550 | $340.0K | 0.16% | −100−2.2% | Reduced |
| Apollon Wealth Management, LLC | 4,580 | $342.0K | 0.06% | −198−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,590 | $343.0K | 0.02% | −400−8.0% | Reduced |
| Keybank National Association | 4,602 | $343.0K | 0.00% | +4,602 | New |
| Personal Capital Advisors Corp | 4,657 | $348.0K | 0.00% | +543+13.2% | Added |
| Clearview Wealth Advisors LLC | 4,674 | $349.0K | 0.22% | −7−0.1% | Reduced |
| Quantitative Systematic Strategies LLC | 4,686 | $350.0K | 0.12% | +4,686 | New |
| Argent Trust Co | 4,740 | $353.0K | 0.02% | +4,740 | New |
| Summit Wealth Group, LLC | 4,741 | $354.0K | 0.53% | −599−11.2% | Reduced |
| Parsons Capital Management Inc | 4,750 | $354.0K | 0.03% | +200+4.4% | Added |
| World Asset Management Inc | 4,813 | $359.0K | 0.03% | −198−4.0% | Reduced |
| American Portfolios Advisors | 4,820 | $359.7K | 0.01% | +1,033+27.3% | Added |
| Virtue Capital Management, LLC | 4,822 | $360.0K | 0.07% | −1,910−28.4% | Reduced |
| IBM Retirement Fund | 4,863 | $363.0K | 0.03% | −888−15.4% | Reduced |
| Lincoln National Corp | 4,894 | $366.0K | 0.01% | +895+22.4% | Added |
| TD Private Client Wealth LLC | 4,931 | $368.0K | 0.02% | +2,464+99.9% | Added |
| Verdence Capital Advisors LLC | 5,044 | $376.0K | 0.05% | +5,044 | New |
| Naples Global Advisors, LLC | 5,080 | $379.0K | 0.05% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 5,084 | $379.0K | 0.06% | +10.0% | Added |
| MV Capital Management, Inc. | 5,083 | $379.0K | 0.06% | +3,784+291.3% | Added |
| UMA Financial Services, Inc. | 4,831 | $380.0K | 0.11% | +100+2.1% | Added |
| GPS Wealth Strategies Group, LLC | 5,147 | $384.0K | 0.10% | +3+0.1% | Added |
| NEXT Financial Group, Inc | 5,156 | $385.0K | 0.03% | +144+2.9% | Added |
| Pearl River Capital, LLC | 5,201 | $388.0K | 0.11% | +5,201 | New |
| XTX Topco Ltd | 5,220 | $390.0K | 0.13% | +5,220 | New |
| All Season Financial Advisors, Inc. | 5,287 | $394.0K | 0.28% | +5,287 | New |
| Venture Visionary Partners LLC | 5,344 | $398.0K | 0.03% | +5,344 | New |
| Chesley Taft & Associates LLC | 5,345 | $399.0K | 0.02% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,059 | $399.0K | 0.24% | +66+1.3% | Added |
| Oakworth Capital, Inc. | 5,401 | $403.0K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,411 | $404.0K | 0.02% | −4,178−43.6% | Reduced |
| Diligent Investors, LLC | 5,464 | $408.0K | 0.14% | +10+0.2% | Added |
| Buckingham Strategic Wealth, LLC | 5,497 | $410.0K | 0.01% | −536−8.9% | Reduced |
| Boston Financial Mangement LLC | 5,500 | $410.0K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,500 | $410.0K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,519 | $411.0K | 0.05% | +583+11.8% | Added |
| Jump Financial, LLC | 5,527 | $412.0K | 0.04% | +5,527 | New |
| LexAurum Advisors, LLC | 5,532 | $413.0K | 0.12% | −839−13.2% | Reduced |
| Kathmere Capital Management, LLC | 5,542 | $414.0K | 0.08% | −252−4.3% | Reduced |
| DF Dent & Co Inc | 5,625 | $420.0K | 0.00% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 5,656 | $422.0K | 0.05% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 5,700 | $425.0K | 0.10% | +1,000+21.3% | Added |
| Jacobi Capital Management LLC | 5,707 | $426.0K | 0.06% | +3,437+151.4% | Added |
| Fisher Asset Management, LLC | 5,720 | $427.0K | 0.00% | −168−2.9% | Reduced |
| Raymond James Trust N.A. | 5,730 | $428.0K | 0.01% | −19−0.3% | Reduced |
| Covington Capital Management | 5,750 | $429.0K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,782 | $431.0K | 0.05% | −400−6.5% | Reduced |
| Boston Private Wealth LLC | 5,787 | $432.0K | 0.01% | +5,787 | New |
| Benedetti & Gucer, Inc. | 5,835 | $435.0K | 0.39% | −30−0.5% | Reduced |
| First Midwest Bank Trust Division | 5,860 | $437.0K | 0.06% | +397+7.3% | Added |
| Laurel Wealth Advisors, Inc. | 5,874 | $438.0K | 0.06% | 00.0% | Unchanged |
| Fiera Capital Corp | 5,906 | $441.0K | 0.00% | +75+1.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,913 | $441.0K | 0.03% | +1,164+24.5% | Added |
| Capital Asset Advisory Services LLC | 5,860 | $443.0K | 0.05% | +628+12.0% | Added |
| Knott David M | 6,000 | $448.0K | 0.17% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 6,020 | $449.0K | 0.17% | −1,433−19.2% | Reduced |
| Demars Financial Group, LLC | 6,048 | $451.0K | 0.27% | +220+3.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,071 | $453.0K | 0.50% | −691−10.2% | Reduced |
| Detalus Advisors, LLC | 6,118 | $457.0K | 0.24% | +20+0.3% | Added |
| First Quadrant L P | 6,191 | $462.0K | 0.05% | 00.0% | Unchanged |
| Kalos Management, Inc. | 5,812 | $465.0K | 0.19% | −433−6.9% | Reduced |
| Los Angeles Capital Management LLC | 6,261 | $467.0K | 0.00% | −9,894−61.2% | Reduced |
| Profund Advisors LLC | 6,267 | $467.0K | 0.02% | +2,555+68.8% | Added |
| B. Riley Wealth Management, Inc. | 6,277 | $468.0K | 0.05% | +671+12.0% | Added |
| Archer Investment Corp | 6,300 | $470.1K | 0.19% | −233−3.6% | Reduced |
| Gyon Technologies Capital Management, LP | 6,309 | $471.0K | 0.15% | −325−4.9% | Reduced |
| FORA Capital, LLC | 6,399 | $477.0K | 0.09% | −893−12.2% | Reduced |
| Glenmede Trust Co NA | 6,412 | $478.0K | 0.00% | +6,412 | New |
| Harrell Investment Partners, LLC | 6,430 | $480.0K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,473 | $483.0K | 0.09% | −5,629−46.5% | Reduced |
| Achmea Investment Management B.V. | 6,480 | $484.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 6,514 | $486.0K | 0.02% | +6,514 | New |