Skip to main content
Livermore
Livermore
ZHEN

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
Achmea Investment Management B.V.6,480$484.0K0.02%00.0%Unchanged
International Assets Investment Management, LLC6,473$483.0K0.09%−5,629−46.5%Reduced
Harrell Investment Partners, LLC6,430$480.0K0.16%00.0%Unchanged
Glenmede Trust Co NA6,412$478.0K0.00%+6,412New
FORA Capital, LLC6,399$477.0K0.09%−893−12.2%Reduced
Gyon Technologies Capital Management, LP6,309$471.0K0.15%−325−4.9%Reduced
Archer Investment Corp6,300$470.1K0.19%−233−3.6%Reduced
B. Riley Wealth Management, Inc.6,277$468.0K0.05%+671+12.0%Added
Los Angeles Capital Management LLC6,261$467.0K0.00%−9,894−61.2%Reduced
Profund Advisors LLC6,267$467.0K0.02%+2,555+68.8%Added
Kalos Management, Inc.5,812$465.0K0.19%−433−6.9%Reduced
First Quadrant L P6,191$462.0K0.05%00.0%Unchanged
Detalus Advisors, LLC6,118$457.0K0.24%+20+0.3%Added
Legg Mason Asset Management (Japan) Co., Ltd.6,071$453.0K0.50%−691−10.2%Reduced
Demars Financial Group, LLC6,048$451.0K0.27%+220+3.8%Added
D.B. Root & Company, LLC6,020$449.0K0.17%−1,433−19.2%Reduced
Knott David M6,000$448.0K0.17%00.0%Unchanged
Capital Asset Advisory Services LLC5,860$443.0K0.05%+628+12.0%Added
Fiera Capital Corp5,906$441.0K0.00%+75+1.3%Added
Vestmark Advisory Solutions, Inc.5,913$441.0K0.03%+1,164+24.5%Added
Laurel Wealth Advisors, Inc.5,874$438.0K0.06%00.0%Unchanged
First Midwest Bank Trust Division5,860$437.0K0.06%+397+7.3%Added
Benedetti & Gucer, Inc.5,835$435.0K0.39%−30−0.5%Reduced
Boston Private Wealth LLC5,787$432.0K0.01%+5,787New
Carret Asset Management, LLC5,782$431.0K0.05%−400−6.5%Reduced
Covington Capital Management5,750$429.0K0.02%00.0%Unchanged
Raymond James Trust N.A.5,730$428.0K0.01%−19−0.3%Reduced
Fisher Asset Management, LLC5,720$427.0K0.00%−168−2.9%Reduced
Jacobi Capital Management LLC5,707$426.0K0.06%+3,437+151.4%Added
Morse Asset Management, Inc5,700$425.0K0.10%+1,000+21.3%Added
Jackson Wealth Management, LLC5,656$422.0K0.05%00.0%Unchanged
DF Dent & Co Inc5,625$420.0K0.00%00.0%Unchanged
Kathmere Capital Management, LLC5,542$414.0K0.08%−252−4.3%Reduced
LexAurum Advisors, LLC5,532$413.0K0.12%−839−13.2%Reduced
Jump Financial, LLC5,527$412.0K0.04%+5,527New
Arkadios Wealth Advisors5,519$411.0K0.05%+583+11.8%Added
Buckingham Strategic Wealth, LLC5,497$410.0K0.01%−536−8.9%Reduced
Boston Financial Mangement LLC5,500$410.0K0.02%00.0%Unchanged
Fairfield, Bush & Co.5,500$410.0K0.11%00.0%Unchanged
Diligent Investors, LLC5,464$408.0K0.14%+10+0.2%Added
Carnegie Capital Asset Management, LLC5,411$404.0K0.02%−4,178−43.6%Reduced
Oakworth Capital, Inc.5,401$403.0K0.04%00.0%Unchanged
Chesley Taft & Associates LLC5,345$399.0K0.02%00.0%Unchanged
H&H Retirement Design & Management INC5,059$399.0K0.24%+66+1.3%Added
Venture Visionary Partners LLC5,344$398.0K0.03%+5,344New
All Season Financial Advisors, Inc.5,287$394.0K0.28%+5,287New
XTX Topco Ltd5,220$390.0K0.13%+5,220New
Pearl River Capital, LLC5,201$388.0K0.11%+5,201New
NEXT Financial Group, Inc5,156$385.0K0.03%+144+2.9%Added
GPS Wealth Strategies Group, LLC5,147$384.0K0.10%+3+0.1%Added
UMA Financial Services, Inc.4,831$380.0K0.11%+100+2.1%Added
Naples Global Advisors, LLC5,080$379.0K0.05%00.0%Unchanged
Royal Fund Management, LLC5,084$379.0K0.06%+10.0%Added
MV Capital Management, Inc.5,083$379.0K0.06%+3,784+291.3%Added
Verdence Capital Advisors LLC5,044$376.0K0.05%+5,044New
TD Private Client Wealth LLC4,931$368.0K0.02%+2,464+99.9%Added
Lincoln National Corp4,894$366.0K0.01%+895+22.4%Added
IBM Retirement Fund4,863$363.0K0.03%−888−15.4%Reduced
Virtue Capital Management, LLC4,822$360.0K0.07%−1,910−28.4%Reduced
American Portfolios Advisors4,820$359.7K0.01%+1,033+27.3%Added
World Asset Management Inc4,813$359.0K0.03%−198−4.0%Reduced
Summit Wealth Group, LLC4,741$354.0K0.53%−599−11.2%Reduced
Parsons Capital Management Inc4,750$354.0K0.03%+200+4.4%Added
Argent Trust Co4,740$353.0K0.02%+4,740New
Quantitative Systematic Strategies LLC4,686$350.0K0.12%+4,686New
Clearview Wealth Advisors LLC4,674$349.0K0.22%−7−0.1%Reduced
Personal Capital Advisors Corp4,657$348.0K0.00%+543+13.2%Added
Meiji Yasuda Asset Management Co Ltd.4,590$343.0K0.02%−400−8.0%Reduced
Keybank National Association4,602$343.0K0.00%+4,602New
Apollon Wealth Management, LLC4,580$342.0K0.06%−198−4.1%Reduced
Kercheville Advisors, LLC4,550$340.0K0.16%−100−2.2%Reduced
Austin Private Wealth, LLC4,546$339.0K0.08%+33+0.7%Added
Independent Financial Group, LLC4,529$338.0K0.04%+455+11.2%Added
Paradigm Financial Partners, LLC4,498$336.0K0.08%−9,170−67.1%Reduced
Woodward Diversified Capital, LLC4,484$335.0K0.19%+381+9.3%Added
Fca Corp4,470$334.0K0.09%00.0%Unchanged
We Are One Seven, LLC4,431$331.0K0.05%+1,374+44.9%Added
Tectonic Advisors LLC4,386$327.0K0.07%+669+18.0%Added
Mark Sheptoff Financial Planning, LLC4,361$325.0K0.17%00.0%Unchanged
Meeder Asset Management Inc4,344$324.0K0.02%−429−9.0%Reduced
Northstar Investment Advisors LLC3,980$321.0K0.04%+102+2.6%Added
Procyon Private Wealth Partners, LLC4,300$321.0K0.09%+4,300New
Fox Run Management, L.L.C.4,288$320.0K0.29%+4,288New
Resources Investment Advisors, LLC.4,264$318.0K0.01%−406−8.7%Reduced
Joel Isaacson & Co., LLC4,258$318.0K0.02%00.0%Unchanged
Vishria Bird Financial Group, LLC4,240$316.0K0.16%−198−4.5%Reduced
ARGI Investment Services, LLC4,232$316.0K0.01%+23+0.5%Added
Ritholtz Wealth Management4,232$316.0K0.02%+4,232New
Garrison Asset Management, LLC4,223$315.0K0.19%+3+0.1%Added
Simplex Trading, LLC4,203$313.0K0.01%−4,623−52.4%Reduced
Doyle Wealth Management4,178$312.0K0.03%+4,178New
Symphony Financial, Ltd. Co.4,057$305.0K0.10%−237−5.5%Reduced
Proequities, Inc.4,037$305.0K0.02%+178+4.6%Added
Virtu Financial LLC3,962$296.0K0.03%−8,485−68.2%Reduced
Gilbert & Cook, Inc.3,968$296.0K0.05%+96+2.5%Added
Global Retirement Partners, LLC3,925$293.0K0.03%+899+29.7%Added
Monterey Private Wealth, Inc.3,870$289.0K0.17%00.0%Unchanged
Headinvest, LLC3,842$286.0K0.05%+107+2.9%Added
High Falls Advisors, Inc3,797$283.0K0.08%00.0%Unchanged
LVW Advisors, LLC3,797$283.0K0.05%00.0%Unchanged