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.
Q2 2023 vs. Q1 2023
How the institutions holding W. P. Carey Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 838 | 6 | 820 | −12 |
| Shares | 138.9M | 49.2K | 136.4M | −2.38M (−1.7%) |
| Value | $10.6B | $3.77M | $9.21B | −$1.43B (−13.4%) |
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (75)
Institutions that held W. P. Carey Inc. at the end of Q2 2023 but not at the end of Q1 2023.
Sold out (87)
Institutions that held W. P. Carey Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
Not filed for Q2 2023 yet (6)
Institutions that held W. P. Carey Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Pathway Financial Advisers, LLC | 29,244 | $2.27M |
| Old Port Advisors | 10,982 | $809.3K |
| Coppell Advisory Solutions Corp. | 3,836 | $295.8K |
| CTC Capital Management, LLC | 3,000 | $232.3K |
| Householder Group Estate & Retirement Specialist, LLC | 1,207 | $93.0K |
| Ahrens Investment Partners LLC | 900 | $69.7K |