Skip to main content

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
Paloma Partners Management Co0$00.00%−35,663−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−28,101−100.0%Sold out
Squarepoint Ops LLC0$00.00%−26,939−100.0%Sold out
Wolverine Trading, LLC0$00.00%−20,816−100.0%Sold out
Aurora Private Wealth, Inc.0$00.00%−14,967−100.0%Sold out
Amica Mutual Insurance Co0$00.00%−13,163−100.0%Sold out
Columbia Asset Management0$00.00%−11,740−100.0%Sold out
Sowell Financial Services LLC0$00.00%−10,965−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−9,594−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−8,391−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,280−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−6,505−100.0%Sold out
Little House Capital LLC0$00.00%−6,430−100.0%Sold out
Weiss Asset Management LP0$00.00%−6,332−100.0%Sold out
Mackay Shields LLC0$00.00%−4,899−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,344−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−4,000−100.0%Sold out
TPG Financial Advisors, LLC0$00.00%−3,907−100.0%Sold out
Campbell Wealth Management0$00.00%−3,654−100.0%Sold out
Raub Brock Capital Management LP0$00.00%−3,640−100.0%Sold out
Poehling Capital Management, LLC0$00.00%−3,285−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−3,194−100.0%Sold out
M&G Investment Management Ltd0$00.00%−3,074−100.0%Sold out
BCS Wealth Management0$00.00%−3,040−100.0%Sold out
Valmark Advisers, Inc.0$00.00%−2,942−100.0%Sold out
Amica Retiree Medical Trust0$00.00%−2,726−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,106−100.0%Sold out
Column Capital Advisors, LLC0$00.00%−1,118−100.0%Sold out
RMR Wealth Builders0$00.00%−1,062−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−1,022−100.0%Sold out
Atlas Private Wealth Management0$00.00%−920−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−652−100.0%Sold out
Certified Advisory Corp0$00.00%−541−100.0%Sold out
Manchester Financial Inc0$00.00%−390−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−400−100.0%Sold out
Elmwood Wealth Management, Inc.0$00.00%−246−100.0%Sold out
Fiduciary Planning LLC0$00.00%−168−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−100−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Atlanta Financial Associates LLC––––Not filed
Kaizen Financial Strategies––––Not filed
OneAscent Wealth Management LLC––––Not filed
Sullivan, Bruyette, Speros & Blaney, LLC––––Not filed
Tompkins Financial Corp––––Not filed