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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 32,620 | $2.43M | 0.03% | −1,502−4.4% | Reduced |
| British Columbia Investment Management Corp | 32,451 | $2.42M | 0.01% | +3,765+13.1% | Added |
| Robeco Institutional Asset Management B.V. | 31,790 | $2.37M | 0.01% | −14,007−30.6% | Reduced |
| AQR Capital Management LLC | 30,886 | $2.31M | 0.00% | +14,460+88.0% | Added |
| First Republic Investment Management, Inc. | 30,287 | $2.26M | 0.01% | +8,548+39.3% | Added |
| National Asset Management, Inc. | 29,915 | $2.23M | 0.07% | +3,199+12.0% | 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 |
| Voya Investment Management LLC | 28,640 | $2.14M | 0.00% | +3,553+14.2% | Added |
| V2 Financial group LLC | 28,638 | $2.14M | 1.81% | −348−1.2% | Reduced |
| Baird Financial Group, Inc. | 28,412 | $2.12M | 0.01% | +990+3.6% | Added |
| United Capital Financial Advisers, LLC | 28,319 | $2.11M | 0.01% | −1,648−5.5% | Reduced |
| AdvisorNet Financial, Inc | 28,252 | $2.11M | 0.14% | +2,762+10.8% | Added |
| XML Financial, LLC | 28,207 | $2.10M | 0.46% | +1,534+5.8% | Added |
| Lakeview Capital Partners, LLC | 27,798 | $2.07M | 0.91% | +2,192+8.6% | Added |
| US Bancorp | 27,756 | $2.07M | 0.00% | −63−0.2% | Reduced |
| Mercer Global Advisors Inc | 27,729 | $2.07M | 0.02% | +11,729+73.3% | Added |
| TFG Advisers LLC | 27,500 | $2.05M | 0.99% | +603+2.2% | Added |
| Laurion Capital Management LP | 27,384 | $2.04M | 0.03% | +27,384 | New |
| Wealthstar Advisors, LLC | 26,802 | $2.00M | 0.77% | +26,802 | New |
| DnB Asset Management AS | 26,842 | $2.00M | 0.01% | −1,105−4.0% | Reduced |
| DekaBank Deutsche Girozentrale | 26,589 | $1.99M | 0.01% | −12,378−31.8% | Reduced |
| ProShare Advisors LLC | 26,495 | $1.98M | 0.01% | +2,023+8.3% | Added |
| Teacher Retirement System of Texas | 26,381 | $1.97M | 0.01% | −15,950−37.7% | Reduced |
| Wellington Management Group LLP | 26,098 | $1.95M | 0.00% | +4,261+19.5% | Added |
| IFM Investors Pty Ltd | 25,618 | $1.91M | 0.04% | +7,481+41.2% | Added |
| Associated Banc-Corp | 24,800 | $1.85M | 0.07% | −2,000−7.5% | Reduced |
| Community Capital Management, Inc. | 24,500 | $1.83M | 1.85% | +1,000+4.3% | Added |
| Spirit of America Management Corp | 24,290 | $1.81M | 0.39% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,220 | $1.81M | 0.04% | +2,003+9.0% | Added |
| Moors & Cabot, Inc. | 24,096 | $1.80M | 0.13% | +825+3.5% | Added |
| Westpac Banking Corp | 23,912 | $1.78M | 0.02% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 23,765 | $1.77M | 0.80% | +693+3.0% | Added |
| Pensionfund Sabic | 23,704 | $1.77M | 0.38% | +1,300+5.8% | Added |
| Strategic Wealth Advisors Group, LLC | 22,946 | $1.71M | 0.08% | +1,181+5.4% | Added |
| RMB Capital Management, LLC | 22,861 | $1.71M | 0.06% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 22,217 | $1.66M | 0.00% | +22,217 | New |
| Cubist Systematic Strategies, LLC | 21,632 | $1.61M | 0.02% | −69,667−76.3% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.58M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 20,891 | $1.56M | 0.01% | −18,261−46.6% | Reduced |
| 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 |
| V Wealth Advisors LLC | 20,341 | $1.52M | 0.24% | +826+4.2% | Added |
| Wealthcare Advisory Partners LLC | 20,300 | $1.51M | 0.10% | +692+3.5% | Added |
| Brinker Capital Investments, LLC | 19,960 | $1.50M | 0.02% | +2,647+15.3% | Added |
| Centaurus Financial, Inc. | 19,643 | $1.47M | 0.12% | +4,665+31.1% | Added |
| CWM, LLC | 19,534 | $1.46M | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 19,255 | $1.44M | 0.01% | +8,030+71.5% | Added |
| Griffin Asset Management, Inc. | 19,225 | $1.44M | 0.17% | +46+0.2% | Added |
| Bennicas & Associates, Inc. | 19,200 | $1.43M | 0.79% | 00.0% | Unchanged |
| Independent Advisor Alliance | 18,942 | $1.41M | 0.08% | +1,223+6.9% | Added |
| Belpointe Asset Management LLC | 18,849 | $1.41M | 0.10% | +10,339+121.5% | Added |
| Arete Wealth Advisors, LLC | 18,644 | $1.40M | 0.20% | +12,090+184.5% | Added |
| Flagship Private Wealth, LLC | 18,248 | $1.40M | 1.07% | −2,135−10.5% | Reduced |
| Jag Capital Management, LLC | 18,752 | $1.40M | 0.11% | −724−3.7% | Reduced |
| Wellington Shields & Co., LLC | 18,734 | $1.40M | 0.46% | +40.0% | Added |
| Gamco Investors, Inc. Et Al | 18,600 | $1.39M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,558 | $1.39M | 0.00% | +6,848+58.5% | Added |
| Cornercap Investment Counsel Inc | 18,259 | $1.36M | 0.15% | −267−1.4% | Reduced |
| Sonora Investment Management, LLC | 18,235 | $1.36M | 0.18% | +335+1.9% | Added |
| Citadel Advisors LLC | 18,209 | $1.36M | 0.00% | −36,906−67.0% | Reduced |
| Panagora Asset Management Inc | 18,185 | $1.36M | 0.01% | −1,428−7.3% | Reduced |
| AE Wealth Management LLC | 17,951 | $1.34M | 0.01% | +702+4.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 17,861 | $1.33M | 0.53% | +722+4.2% | Added |
| Colony Group LLC | 17,718 | $1.32M | 0.03% | +1,428+8.8% | Added |
| Alpha Omega Wealth Management LLC | 17,703 | $1.32M | 0.22% | −300−1.7% | Reduced |
| Vident Investment Advisory, LLC | 17,419 | $1.30M | 0.04% | +838+5.1% | Added |
| AlphaCrest Capital Management LLC | 17,060 | $1.27M | 0.05% | +3,221+23.3% | Added |
| Oak Harvest Investment Services | 16,798 | $1.25M | 0.41% | −29−0.2% | Reduced |
| Texas Yale Capital Corp. | 16,498 | $1.23M | 0.07% | −96−0.6% | Reduced |
| FLC Capital Advisors | 16,391 | $1.22M | 0.36% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 16,296 | $1.22M | 0.01% | +3,487+27.2% | Added |
| Integrated Wealth Concepts LLC | 16,072 | $1.20M | 0.04% | +282+1.8% | Added |
| Mission Creek Capital Partners, Inc. | 15,969 | $1.19M | 0.19% | +861+5.7% | Added |
| Atria Investments LLC | 15,948 | $1.19M | 0.02% | −1,284−7.5% | Reduced |
| Jane Street Group, LLC | 15,752 | $1.18M | 0.00% | −206,880−92.9% | Reduced |
| M&T Bank Corp | 15,601 | $1.17M | 0.01% | +1,699+12.2% | Added |
| RB Capital Management, LLC | 15,505 | $1.16M | 0.45% | +1,679+12.1% | Added |
| Rodgers Brothers Inc. | 15,050 | $1.12M | 0.21% | −4,500−23.0% | 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 |
| Metropolitan Life Insurance Co | 14,986 | $1.12M | 0.02% | −6,520−30.3% | Reduced |
| BEAM Asset Management, LLC | 14,915 | $1.11M | 0.96% | −361−2.4% | Reduced |
| 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 |
| Seeyond | 14,886 | $1.11M | 0.10% | +67+0.5% | Added |
| Prelude Capital Management, LLC | 14,625 | $1.11M | 0.06% | +14,625 | New |
| Richard P Slaughter Associates Inc | 14,849 | $1.11M | 0.43% | +405+2.8% | Added |
| Lazard Asset Management LLC | 14,768 | $1.10M | 0.00% | +7,016+90.5% | Added |
| Stephens Inc | 14,652 | $1.09M | 0.02% | +301+2.1% | Added |
| Mountain Capital Investment Advisors, Inc | 14,019 | $1.08M | 0.50% | −2,184−13.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,375 | $1.07M | 0.68% | +14,375 | New |
| Steward Partners Investment Advisory, LLC | 14,323 | $1.07M | 0.02% | +220+1.6% | Added |
| Winton Group Ltd | 14,241 | $1.06M | 0.06% | +841+6.3% | Added |
| Versor Investments LP | 14,235 | $1.06M | 0.04% | +4,835+51.4% | Added |
| Schroder Investment Management Group | 14,169 | $1.06M | 0.00% | +5,604+65.4% | Added |
| Allstate Corp | 14,110 | $1.05M | 0.04% | −719−4.8% | Reduced |
| Rafferty Asset Management, LLC | 14,036 | $1.05M | 0.01% | +4,805+52.1% | Added |
| Madison Wealth Management | 14,000 | $1.04M | 0.23% | +14,000 | New |