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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.

Institutional holdersQ2 2021: 699 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ2 2021: $8.09B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Wealth Group, LLC6,249$487.0K0.10%00.0%Unchanged
Bridgewater Associates, LP6,608$493.0K0.00%−1,809−21.5%Reduced
Ahrens Investment Partners LLC6,626$494.0K0.23%+516+8.4%Added
Allen Capital Group, LLC6,629$495.0K0.10%−280−4.1%Reduced
CIBC Asset Management Inc6,650$496.0K0.00%+11+0.2%Added
Private Trust Co NA6,651$496.0K0.08%00.0%Unchanged
RFG Advisory, LLC6,706$500.0K0.04%−2,052−23.4%Reduced
Mirador Capital Partners LP6,774$505.0K0.11%+1,961+40.7%Added
Brown Advisory Securities, LLC6,794$507.0K0.08%−2,597−27.7%Reduced
Cullen Capital Management LLC6,885$514.0K0.00%00.0%Unchanged
Insight 2811, Inc.6,921$516.0K0.29%+200+3.0%Added
Philadelphia Trust Co7,000$522.0K0.04%00.0%Unchanged
Highlander Capital Management, LLC7,025$524.0K0.26%+6,125+680.6%Added
Advisory Services Network, LLC7,064$527.0K0.02%+226+3.3%Added
Madden Securities Corp7,100$530.0K0.28%00.0%Unchanged
BP PLC7,191$537.0K0.02%−4,791−40.0%Reduced
Lumature Wealth Partners, LLC7,200$537.0K0.22%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.7,340$548.0K0.03%00.0%Unchanged
Optimum Investment Advisors7,507$560.0K0.17%+2,337+45.2%Added
Assetmark, Inc7,591$566.0K0.00%+602+8.6%Added
Fifth Third Bancorp7,610$568.0K0.00%−678−8.2%Reduced
Ayrshire Capital Management LLC7,651$571.0K0.32%+184+2.5%Added
Stratos Wealth Partners, LTD.7,653$571.0K0.01%+505+7.1%Added
Sunbelt Securities, Inc.7,227$573.0K0.10%−335−4.4%Reduced
Coldstream Capital Management Inc7,806$582.0K0.02%−60−0.8%Reduced
Capital Investment Advisory Services, LLC7,979$595.0K0.07%+142+1.8%Added
Crestwood Advisors Group LLC8,005$597.0K0.02%00.0%Unchanged
Financial Engines Advisors L.L.C.8,035$608.0K0.00%00.0%Unchanged
IHT Wealth Management, LLC8,259$616.0K0.04%−391−4.5%Reduced
Landmark Financial Advisors, LLC8,253$616.0K0.29%00.0%Unchanged
JustInvest LLC8,257$616.0K0.06%+8,257New
ExodusPoint Capital Management, LP8,288$618.0K0.01%−23,637−74.0%Reduced
Kovack Advisors, Inc.8,363$624.0K0.07%+10.0%Added
Mid Atlantic Financial Management Inc8,377$625.0K0.04%+1,955+30.4%Added
First Heartland Consultants, Inc.8,394$626.0K0.09%−4,643−35.6%Reduced
Guyasuta Investment Advisors Inc8,693$649.0K0.05%+315+3.8%Added
QS Investors, LLC8,771$655.0K0.01%−2,600−22.9%Reduced
Point72 Hong Kong Ltd8,803$657.0K0.05%+8,803New
Concord Wealth Partners8,817$658.0K0.19%−618−6.6%Reduced
Worldquant Millennium Advisors LLC8,845$660.0K0.01%+8,845New
Warther Private Wealth, LLC8,952$669.0K0.65%+8,952New
First Manhattan Co9,000$671.0K0.00%−150−1.6%Reduced
Sheaff Brock Investment Advisors, LLC9,144$682.0K0.07%+98+1.1%Added
Rockefeller Capital Management L.P.9,265$691.0K0.00%+5,421+141.0%Added
Flagship Harbor Advisors, LLC9,525$711.0K0.08%+10.0%Added
First National Trust Co9,628$718.0K0.04%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,000$746.0K0.01%−29−0.3%Reduced
Insight Wealth Partners, LLC10,014$747.0K0.48%−672−6.3%Reduced
New England Investment & Retirement Group, Inc.10,070$751.0K0.16%−92−0.9%Reduced
Eldridge Investment Advisors, Inc.10,100$754.0K0.27%00.0%Unchanged
Sawyer & Company, Inc10,145$757.0K0.35%00.0%Unchanged
Alps Advisors Inc10,177$759.0K0.01%−191−1.8%Reduced
Patton Albertson Miller Group, LLC10,371$774.0K0.18%−770−6.9%Reduced
First National Bank of Mount Dora, Trust Investment Services10,400$776.0K0.26%00.0%Unchanged
Oppenheimer & Co Inc10,408$777.0K0.01%−66−0.6%Reduced
Vista Investment Management10,819$807.0K0.48%+271+2.6%Added
Hudson Portfolio Management LLC10,980$819.0K0.75%−150−1.3%Reduced
First City Capital Management, Inc.10,477$819.0K0.45%+450+4.5%Added
Total Clarity Wealth Management, Inc.11,231$838.0K0.47%+3,703+49.2%Added
Pinnacle Financial Partners Inc11,250$839.0K0.03%+1,600+16.6%Added
Pinnacle Wealth Advisors11,250$839.0K0.03%+11,250New
D.A. Davidson & Co.11,393$850.0K0.01%−652−5.4%Reduced
Horizon Kinetics Asset Management LLC11,650$869.0K0.02%−950−7.5%Reduced
Old Port Advisors11,081$870.0K0.31%−1,638−12.9%Reduced
Quadrature Capital Ltd11,801$881.0K0.03%−12,913−52.2%Reduced
Quantitative Investment Management, LLC11,823$882.0K0.08%+2,029+20.7%Added
Prudential Financial Inc11,865$885.0K0.00%−33,364−73.8%Reduced
Client 1st Advisory Group, LLC12,113$904.0K0.47%−340−2.7%Reduced
Adams Wealth Management12,121$904.0K0.39%−212−1.7%Reduced
Comerica Bank11,759$907.0K0.01%−268−2.2%Reduced
CWM Advisors, LLC12,182$909.0K0.12%+998+8.9%Added
Wambolt & Associates, LLC12,210$912.0K0.39%−1,387−10.2%Reduced
Mariner, LLC12,258$915.0K0.01%−1,147−8.6%Reduced
Equitable Holdings, Inc.12,265$915.0K0.02%+41+0.3%Added
Harbour Investments, Inc.12,290$917.0K0.03%−1,786−12.7%Reduced
Elo Mutual Pension Insurance Co12,451$929.0K0.03%−311−2.4%Reduced
Camden Capital, LLC12,516$934.0K0.22%+5,160+70.1%Added
Cipher Capital LP12,584$939.0K0.52%+12,584New
J.W. Cole Advisors, Inc.12,638$943.0K0.07%−681−5.1%Reduced
Bramshill Investments, LLC12,699$948.0K0.07%+12,699New
Cornerstone Wealth Management, LLC12,780$954.0K0.10%+2,015+18.7%Added
Founders Financial Alliance, LLC12,909$961.0K0.44%+1,546+13.6%Added
Teza Capital Management LLC12,949$966.0K0.16%+12,949New
Caption Management, LLC13,000$969.0K0.09%+13,000New
APG Asset Management N.V.15,457$973.0K0.00%−7,100−31.5%Reduced
Beacon Investment Advisory Services, Inc.13,041$973.0K0.04%−477−3.5%Reduced
Harbor Investment Advisory, LLC13,033$973.0K0.13%+402+3.2%Added
Mackenzie Financial Corp13,110$978.0K0.00%+133+1.0%Added
Impax Asset Management Group plc13,118$979.0K0.00%−1,064−7.5%Reduced
Cooper Financial Group13,232$987.0K0.20%+1,263+10.6%Added
Banco Bilbao Vizcaya Argentaria, S.A.13,365$997.0K0.02%+13,365New
Shell Asset Management Co13,489$1.01M0.02%−1,149−7.8%Reduced
SRS Capital Advisors, Inc.13,641$1.02M0.14%+13,641New
Maryland State Retirement & Pension System13,355$1.02M0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)13,693$1.02M0.03%−19,704−59.0%Reduced
DuPont Capital Management Corp13,767$1.03M0.02%−7,556−35.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.13,839$1.03M0.01%+13,839New
Bridgefront Capital, LLC13,898$1.04M0.39%+13,898New
Sigma Planning Corp13,977$1.04M0.03%+389+2.9%Added
Madison Wealth Management14,000$1.04M0.23%+14,000New