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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 14,036 | $1.05M | 0.01% | +4,805+52.1% | Added |
| Allstate Corp | 14,110 | $1.05M | 0.04% | −719−4.8% | Reduced |
| Schroder Investment Management Group | 14,169 | $1.06M | 0.00% | +5,604+65.4% | Added |
| Versor Investments LP | 14,235 | $1.06M | 0.04% | +4,835+51.4% | Added |
| Winton Group Ltd | 14,241 | $1.06M | 0.06% | +841+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 14,323 | $1.07M | 0.02% | +220+1.6% | Added |
| Brooks, Moore & Associates, Inc. | 14,375 | $1.07M | 0.68% | +14,375 | New |
| Mountain Capital Investment Advisors, Inc | 14,019 | $1.08M | 0.50% | −2,184−13.5% | Reduced |
| Stephens Inc | 14,652 | $1.09M | 0.02% | +301+2.1% | Added |
| Lazard Asset Management LLC | 14,768 | $1.10M | 0.00% | +7,016+90.5% | Added |
| Richard P Slaughter Associates Inc | 14,849 | $1.11M | 0.43% | +405+2.8% | Added |
| Prelude Capital Management, LLC | 14,625 | $1.11M | 0.06% | +14,625 | New |
| Seeyond | 14,886 | $1.11M | 0.10% | +67+0.5% | Added |
| National Pension Service | 14,907 | $1.11M | 0.00% | +1,780+13.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14,907 | $1.11M | 0.04% | +2,285+18.1% | Added |
| BEAM Asset Management, LLC | 14,915 | $1.11M | 0.96% | −361−2.4% | Reduced |
| Metropolitan Life Insurance Co | 14,986 | $1.12M | 0.02% | −6,520−30.3% | Reduced |
| Clear Street Markets LLC | 15,000 | $1.12M | 0.24% | −2,500−14.3% | Reduced |
| New York State Teachers Retirement System | 15,000 | $1.12M | 0.00% | +200+1.4% | Added |
| Rodgers Brothers Inc. | 15,050 | $1.12M | 0.21% | −4,500−23.0% | Reduced |
| RB Capital Management, LLC | 15,505 | $1.16M | 0.45% | +1,679+12.1% | Added |
| M&T Bank Corp | 15,601 | $1.17M | 0.01% | +1,699+12.2% | Added |
| Jane Street Group, LLC | 15,752 | $1.18M | 0.00% | −206,880−92.9% | Reduced |
| Atria Investments LLC | 15,948 | $1.19M | 0.02% | −1,284−7.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 15,969 | $1.19M | 0.19% | +861+5.7% | Added |
| Integrated Wealth Concepts LLC | 16,072 | $1.20M | 0.04% | +282+1.8% | Added |
| Candriam Luxembourg S.C.A. | 16,296 | $1.22M | 0.01% | +3,487+27.2% | Added |
| FLC Capital Advisors | 16,391 | $1.22M | 0.36% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 16,498 | $1.23M | 0.07% | −96−0.6% | Reduced |
| Oak Harvest Investment Services | 16,798 | $1.25M | 0.41% | −29−0.2% | Reduced |
| AlphaCrest Capital Management LLC | 17,060 | $1.27M | 0.05% | +3,221+23.3% | Added |
| Vident Investment Advisory, LLC | 17,419 | $1.30M | 0.04% | +838+5.1% | Added |
| Alpha Omega Wealth Management LLC | 17,703 | $1.32M | 0.22% | −300−1.7% | Reduced |
| Colony Group LLC | 17,718 | $1.32M | 0.03% | +1,428+8.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 17,861 | $1.33M | 0.53% | +722+4.2% | Added |
| AE Wealth Management LLC | 17,951 | $1.34M | 0.01% | +702+4.1% | Added |
| Panagora Asset Management Inc | 18,185 | $1.36M | 0.01% | −1,428−7.3% | Reduced |
| Citadel Advisors LLC | 18,209 | $1.36M | 0.00% | −36,906−67.0% | Reduced |
| Sonora Investment Management, LLC | 18,235 | $1.36M | 0.18% | +335+1.9% | Added |
| Cornercap Investment Counsel Inc | 18,259 | $1.36M | 0.15% | −267−1.4% | Reduced |
| Principal Financial Group Inc | 18,558 | $1.39M | 0.00% | +6,848+58.5% | Added |
| Gamco Investors, Inc. Et Al | 18,600 | $1.39M | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 18,734 | $1.40M | 0.46% | +40.0% | Added |
| Jag Capital Management, LLC | 18,752 | $1.40M | 0.11% | −724−3.7% | Reduced |
| Flagship Private Wealth, LLC | 18,248 | $1.40M | 1.07% | −2,135−10.5% | Reduced |
| Arete Wealth Advisors, LLC | 18,644 | $1.40M | 0.20% | +12,090+184.5% | Added |
| Belpointe Asset Management LLC | 18,849 | $1.41M | 0.10% | +10,339+121.5% | Added |
| Independent Advisor Alliance | 18,942 | $1.41M | 0.08% | +1,223+6.9% | Added |
| Bennicas & Associates, Inc. | 19,200 | $1.43M | 0.79% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 19,225 | $1.44M | 0.17% | +46+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 19,255 | $1.44M | 0.01% | +8,030+71.5% | Added |
| CWM, LLC | 19,534 | $1.46M | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 19,643 | $1.47M | 0.12% | +4,665+31.1% | Added |
| Brinker Capital Investments, LLC | 19,960 | $1.50M | 0.02% | +2,647+15.3% | Added |
| Wealthcare Advisory Partners LLC | 20,300 | $1.51M | 0.10% | +692+3.5% | Added |
| V Wealth Advisors LLC | 20,341 | $1.52M | 0.24% | +826+4.2% | Added |
| Redpoint Investment Management Pty Ltd | 20,376 | $1.52M | 0.12% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20,365 | $1.52M | 0.83% | +5,106+33.5% | Added |
| Amalgamated Bank | 20,370 | $1.52M | 0.01% | +12,993+176.1% | Added |
| KBC Group NV | 20,891 | $1.56M | 0.01% | −18,261−46.6% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.58M | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 21,632 | $1.61M | 0.02% | −69,667−76.3% | Reduced |
| Allianz Asset Management GmbH | 22,217 | $1.66M | 0.00% | +22,217 | New |
| RMB Capital Management, LLC | 22,861 | $1.71M | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 22,946 | $1.71M | 0.08% | +1,181+5.4% | Added |
| Pensionfund Sabic | 23,704 | $1.77M | 0.38% | +1,300+5.8% | Added |
| Horan Capital Advisors, LLC. | 23,765 | $1.77M | 0.80% | +693+3.0% | Added |
| Westpac Banking Corp | 23,912 | $1.78M | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 24,096 | $1.80M | 0.13% | +825+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,220 | $1.81M | 0.04% | +2,003+9.0% | Added |
| Spirit of America Management Corp | 24,290 | $1.81M | 0.39% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 24,500 | $1.83M | 1.85% | +1,000+4.3% | Added |
| Associated Banc-Corp | 24,800 | $1.85M | 0.07% | −2,000−7.5% | Reduced |
| IFM Investors Pty Ltd | 25,618 | $1.91M | 0.04% | +7,481+41.2% | Added |
| Wellington Management Group LLP | 26,098 | $1.95M | 0.00% | +4,261+19.5% | Added |
| Teacher Retirement System of Texas | 26,381 | $1.97M | 0.01% | −15,950−37.7% | Reduced |
| ProShare Advisors LLC | 26,495 | $1.98M | 0.01% | +2,023+8.3% | Added |
| DekaBank Deutsche Girozentrale | 26,589 | $1.99M | 0.01% | −12,378−31.8% | Reduced |
| DnB Asset Management AS | 26,842 | $2.00M | 0.01% | −1,105−4.0% | Reduced |
| Wealthstar Advisors, LLC | 26,802 | $2.00M | 0.77% | +26,802 | New |
| Laurion Capital Management LP | 27,384 | $2.04M | 0.03% | +27,384 | New |
| TFG Advisers LLC | 27,500 | $2.05M | 0.99% | +603+2.2% | Added |
| Mercer Global Advisors Inc | 27,729 | $2.07M | 0.02% | +11,729+73.3% | Added |
| US Bancorp | 27,756 | $2.07M | 0.00% | −63−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 27,798 | $2.07M | 0.91% | +2,192+8.6% | Added |
| XML Financial, LLC | 28,207 | $2.10M | 0.46% | +1,534+5.8% | Added |
| AdvisorNet Financial, Inc | 28,252 | $2.11M | 0.14% | +2,762+10.8% | Added |
| United Capital Financial Advisers, LLC | 28,319 | $2.11M | 0.01% | −1,648−5.5% | Reduced |
| Baird Financial Group, Inc. | 28,412 | $2.12M | 0.01% | +990+3.6% | Added |
| V2 Financial group LLC | 28,638 | $2.14M | 1.81% | −348−1.2% | Reduced |
| Voya Investment Management LLC | 28,640 | $2.14M | 0.00% | +3,553+14.2% | Added |
| Gradient Capital Advisors, LLC | 29,181 | $2.18M | 1.02% | +2,354+8.8% | Added |
| Beacon Pointe Advisors, LLC | 29,175 | $2.18M | 0.08% | +6,164+26.8% | Added |
| National Asset Management, Inc. | 29,915 | $2.23M | 0.07% | +3,199+12.0% | Added |
| First Republic Investment Management, Inc. | 30,287 | $2.26M | 0.01% | +8,548+39.3% | Added |
| AQR Capital Management LLC | 30,886 | $2.31M | 0.00% | +14,460+88.0% | Added |
| Robeco Institutional Asset Management B.V. | 31,790 | $2.37M | 0.01% | −14,007−30.6% | Reduced |
| British Columbia Investment Management Corp | 32,451 | $2.42M | 0.01% | +3,765+13.1% | Added |
| Gulf International Bank (UK) Ltd | 32,620 | $2.43M | 0.03% | −1,502−4.4% | Reduced |
| Colonial Trust Advisors | 33,315 | $2.49M | 0.30% | +7,470+28.9% | Added |