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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
Cascadia Advisory Services, LLC3,779$282.0K0.06%00.0%Unchanged
Arrow Investment Advisors, LLC3,780$282.0K0.17%+3,780New
Spire Wealth Management3,755$280.0K0.01%00.0%Unchanged
Plancorp, LLC3,744$279.0K0.02%00.0%Unchanged
Sequoia Financial Advisors, LLC3,674$274.0K0.01%+4+0.1%Added
First Foundation Advisors3,673$274.0K0.01%+836+29.5%Added
Advisor Partners LLC3,655$273.0K0.02%00.0%Unchanged
PFG Advisors3,650$272.0K0.03%+5+0.1%Added
Capital Planning Advisors, LLC3,629$271.0K0.06%−1,440−28.4%Reduced
Creative Financial Designs Inc3,619$270.0K0.05%+82+2.3%Added
Banque Cantonale Vaudoise3,600$268.0K0.01%00.0%Unchanged
West Family Investments, Inc.3,572$267.0K0.07%+3,572New
Glassman Wealth Services3,564$266.0K0.06%00.0%Unchanged
Kingsview Wealth Management, LLC3,549$265.0K0.01%+69+2.0%Added
Clarity Financial LLC3,525$263.0K0.05%−4,639−56.8%Reduced
MA Private Wealth3,473$259.0K0.05%+19+0.6%Added
Van Hulzen Asset Management, LLC3,455$258.0K0.04%00.0%Unchanged
Mitchell Sinkler & Starr3,430$256.0K0.23%00.0%Unchanged
Wedbush Securities Inc3,433$256.0K0.01%+3,433New
Manufacturers Life Insurance Company, The3,402$254.0K0.00%−153−4.3%Reduced
Alpha Cubed Investments, LLC3,400$254.0K0.02%+15+0.4%Added
TownSquare Capital, LLC3,329$254.0K0.01%+158+5.0%Added
Longfellow Investment Management Co LLC3,390$253.0K0.04%−2,228−39.7%Reduced
AXA S.A.3,381$252.0K0.00%+3,381New
Maple Capital Management, Inc.3,200$252.0K0.03%+3,200New
BTC Capital Management, Inc.3,323$248.0K0.03%−2,435−42.3%Reduced
Main Street Financial Solutions, LLC3,324$248.0K0.04%+13+0.4%Added
Teamwork Financial Advisors, LLC3,282$245.0K0.05%+102+3.2%Added
Brookstone Capital Management3,162$245.0K0.00%+3,162New
Sovereign Financial Group, Inc.3,434$243.0K0.15%00.0%Unchanged
HBW Advisory Services LLC3,246$242.0K0.06%+3,246New
Brio Consultants, LLC3,231$241.0K0.06%−330−9.3%Reduced
Ritter Daniher Financial Advisory, LLC3,216$240.0K0.18%00.0%Unchanged
Perigon Wealth Management, LLC3,206$239.0K0.02%−194−5.7%Reduced
Campbell & CO Investment Adviser LLC3,200$239.0K0.10%+3,200New
D. E. Shaw & Co., Inc.3,190$238.0K0.00%−415,508−99.2%Reduced
Woodstock Corp3,176$237.0K0.03%00.0%Unchanged
Norinchukin Bank, The3,146$235.0K0.00%+249+8.6%Added
AlphaStar Capital Management, LLC3,106$235.0K0.03%+3,106New
Ameritas Investment Company, LLC2,629$231.0K0.01%+81+3.2%Added
Unigestion Holding SA3,038$229.0K0.01%−1,949−39.1%Reduced
FourThought Financial, LLC3,048$227.0K0.03%00.0%Unchanged
People's United Financial, Inc.3,010$225.0K0.01%+3,010New
Baldwin Investment Management, LLC3,000$224.0K0.04%+3,000New
David R. Rahn & Associates Inc.2,996$224.0K0.19%+2,996New
Keudell/Morrison Wealth Management2,969$222.0K0.12%+99+3.4%Added
Northwestern Mutual Wealth Management Co2,964$221.0K0.00%−1,916−39.3%Reduced
Hanson & Doremus Investment Management3,380$220.0K0.07%+644+23.5%Added
IndexIQ Advisors LLC2,882$215.0K0.01%+103+3.7%Added
Touchstone Capital, Inc.2,865$214.0K0.19%−98−3.3%Reduced
Mission Wealth Management, LP2,849$213.0K0.01%−4,978−63.6%Reduced
Conestoga Capital Advisors, LLC2,850$213.0K0.00%00.0%Unchanged
Inspire Advisors, LLC2,795$209.0K0.07%+2,795New
Prism Advisors, Inc.2,791$208.0K0.07%+2,791New
Synovus Financial Corp2,774$206.0K0.00%+2,774New
Fieldpoint Private Securities, LLC2,660$205.0K0.04%00.0%Unchanged
Sandy Spring Bank2,738$205.0K0.01%+598+27.9%Added
Crescent Grove Advisors, LLC2,690$204.0K0.02%+2,690New
Veritable, L.P.2,715$203.0K0.00%+2,715New
HM Payson & Co2,700$201.0K0.00%00.0%Unchanged
Lido Advisors, LLC2,655$201.0K0.00%+2,655New
Alhambra Investment Partners LLC2,695$201.0K0.15%+2,695New
Ellis Investment Partners, LLC2,483$185.0K0.05%+35+1.4%Added
IAG Wealth Partners, LLC2,445$183.0K0.07%−519−17.5%Reduced
IFP Advisors, Inc2,440$181.0K0.00%00.0%Unchanged
Signaturefd, LLC2,404$179.0K0.01%+757+46.0%Added
AllSquare Wealth Management LLC2,300$172.0K0.10%00.0%Unchanged
American International Group, Inc.2,206$165.0K0.00%−1,460−39.8%Reduced
Cutler Group LP2,025$151.0K0.01%+2,025New
Baldwin Brothers Inc2,000$149.0K0.02%00.0%Unchanged
Focused Wealth Management, Inc1,986$148.0K0.02%+15+0.8%Added
Advisors Asset Management, Inc.1,969$147.0K0.00%+969+96.9%Added
Patriot Financial Group Insurance Agency, LLC1,938$145.0K0.03%+88+4.8%Added
Salem Investment Counselors Inc1,926$144.0K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.1,918$143.0K0.05%+128+7.2%Added
Dark Forest Capital Management LP1,847$138.0K0.06%+1,847New
Clal Insurance Enterprises Holdings Ltd1,787$135.0K0.00%−688−27.8%Reduced
Cary Street Partner Investment Advisory LLC1,797$134.0K0.04%−112−5.9%Reduced
Parallel Advisors, LLC1,719$128.0K0.01%+146+9.3%Added
Harvest Fund Management Co., Ltd1,669$125.0K0.01%−1,624−49.3%Reduced
Tradition Wealth Management, LLC1,620$121.0K0.02%00.0%Unchanged
Logan Capital Management Inc1,600$119.0K0.01%00.0%Unchanged
Trust Co of Vermont1,575$118.0K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc1,500$112.0K0.11%00.0%Unchanged
Financial Management Professionals, Inc.1,483$111.0K0.03%00.0%Unchanged
Sound Income Strategies, LLC1,431$107.0K0.02%+105+7.9%Added
Key Financial Inc1,227$99.0K0.06%00.0%Unchanged
Institutional & Family Asset Management, LLC1,319$98.0K0.02%00.0%Unchanged
Strategic Blueprint, LLC1,293$96.0K0.02%+1,293New
Kings Point Capital Management1,218$91.0K0.01%00.0%Unchanged
Accel Wealth Management1,167$87.0K0.06%00.0%Unchanged
Charter Oak Capital Management, LLC1,146$86.0K0.01%+68+6.3%Added
Barnett & Company, Inc.1,130$84.0K0.06%−360−24.2%Reduced
Whittier Trust Co1,100$82.0K0.00%00.0%Unchanged
MCF Advisors LLC1,056$79.0K0.01%00.0%Unchanged
Horan Securities, Inc.1,049$78.0K0.06%+627+148.6%Added
Simon Quick Advisors, LLC1,040$77.0K0.02%+15+1.5%Added
Brown Brothers Harriman & Co1,000$75.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC974$73.0K0.02%00.0%Unchanged
Ironwood Financial, llc962$72.0K0.02%00.0%Unchanged