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Livermore
Livermore
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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 2023

Institutional positions in W. P. Carey Inc. as of Jun 30, 2023. 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
820
−12 vs. Q1 2023
Shares held
136.4M
−2.38M (−1.7%) vs. Q1 2023
Total value
$9.21B
−$1.43B (−13.4%) vs. Q1 2023
New holders
75
314 more added
Sold out
87
294 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 820 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 2023: $9.21B
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 2023

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2023.

Institutions holding WPC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bollard Group LLC5$00.00%+5New
Silicon Valley Capital Partners0$200.00%0Unchanged
Abound Wealth Management4$2710.00%+4New
Glen Eagle Advisors, LLC6$4060.00%00.0%Unchanged
TFC Financial Management6$4060.00%+6New
Raffa Wealth Management, LLC14$9460.00%00.0%Unchanged
Resources Management Corp20$1.00K0.00%−17,780−99.9%Reduced
Carolinas Wealth Consulting LLC16$1.10K0.00%+5+45.5%Added
Bogart Wealth, LLC17$1.15K0.00%00.0%Unchanged
Live Oak Investment Partners–$1.35K0.00%–New
Baker Avenue Asset Management, LP22$1.49K0.00%+22New
Northwest Capital Management Inc25$1.69K0.00%+25New
Delos Wealth Advisors, LLC28$1.91K0.00%00.0%Unchanged
Park Place Capital Corp29$1.96K0.00%00.0%Unchanged
Eukles Asset Management30$2.03K0.00%00.0%Unchanged
Bartlett & Co. LLC48$3.00K0.00%00.0%Unchanged
Bokf, NA47$3.17K0.00%00.0%Unchanged
Insight Financial Services48$3.24K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC48$3.29K0.00%00.0%Unchanged
Financial Avengers, Inc.53$3.57K0.00%+1+1.9%Added
Parkside Financial Bank & Trust71$4.80K0.00%+57+407.1%Added
Zions Bancorporation, N.A.89$6.01K0.00%+30+50.8%Added
Massmutual Trust Co FSB99$6.69K0.00%−62−38.5%Reduced
Piershale Financial Group, Inc.100$6.76K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.104$7.03K0.00%00.0%Unchanged
American State Bank (Iowa)109$7.36K0.01%00.0%Unchanged
Earnest Partners LLC114$7.70K0.00%00.0%Unchanged
First Community Trust NA120$8.11K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton129$8.71K0.00%00.0%Unchanged
Red Tortoise LLC132$8.92K0.01%+132New
Bell Investment Advisors, Inc133$8.99K0.00%+22+19.8%Added
Cutler Group LP147$9.00K0.00%−305−67.5%Reduced
Byrne Asset Management LLC150$10.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC150$10.1K0.00%00.0%Unchanged
Financial Perspectives, Inc158$10.7K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.160$11.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC168$11.4K0.00%−132−44.0%Reduced
Riverview Trust Co172$11.6K0.01%00.0%Unchanged
Private Ocean, LLC178$12.0K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.190$12.8K0.01%+190New
Covestor Ltd188$13.0K0.01%00.0%Unchanged
Citizens National Bank Trust Department195$13.2K0.00%00.0%Unchanged
Delta Asset Management LLC200$13.5K0.00%00.0%Unchanged
Sittner & Nelson, LLC200$13.5K0.01%00.0%Unchanged
First Command Bank200$13.5K0.00%+200New
First Command Financial Services, Inc.200$13.5K0.00%+200New
Thompson Siegel & Walmsley LLC203$14.0K0.00%00.0%Unchanged
Smithfield Trust Co200$14.0K0.00%00.0%Unchanged
Beacon Capital Management, Inc.224$15.1K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.225$15.2K0.01%00.0%Unchanged
RFP Financial Group LLC227$15.3K0.01%+179+372.9%Added
Ameliora Wealth Management Ltd.230$15.5K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC250$16.9K0.00%−14−5.3%Reduced
JNBA Financial Advisors250$16.9K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.258$17.4K0.00%+3+1.2%Added
AlphaMark Advisors, LLC270$18.0K0.01%+150+125.0%Added
Blume Capital Management, Inc.268$18.1K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.285$19.1K0.00%+285New
Trust Co of Vermont291$19.7K0.00%+291New
Harvest Fund Management Co., Ltd302$20.0K0.00%00.0%Unchanged
VitalStone Financial, LLC259$20.0K0.01%+259New
Fairfield, Bush & Co.325$22.0K0.01%+325New
Nemes Rush Group LLC331$22.4K0.00%+331New
Coastal Capital Group, Inc.345$23.3K0.01%00.0%Unchanged
Thompson Investment Management, Inc.349$23.6K0.00%00.0%Unchanged
State of Wyoming363$24.5K0.01%+91+33.5%Added
Versant Capital Management, Inc379$25.6K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC396$26.8K0.01%00.0%Unchanged
Tompkins Financial Corp406$27.4K0.00%00.0%Unchanged
Quarry LP420$28.4K0.02%+342+438.5%Added
Hexagon Capital Partners LLC422$28.5K0.01%00.0%Unchanged
Beacon Capital Management, LLC465$31.4K0.01%−166−26.3%Reduced
Gradient Investments LLC489$33.0K0.00%−271−35.7%Reduced
Resurgent Financial Advisors LLC509$34.4K0.02%00.0%Unchanged
Altshuler Shaham Ltd514$34.7K0.00%−2−0.4%Reduced
Sutton Wealth Advisors Inc.519$35.1K0.02%00.0%Unchanged
Perkins Coie Trust Co526$35.5K0.01%+526New
JJJ Advisors Inc.532$36.2K0.01%−469−46.9%Reduced
Ritter Daniher Financial Advisory LLC543$36.7K0.02%00.0%Unchanged
Fiduciary Alliance LLC546$36.9K0.01%+546New
Wolff Wiese Magana LLC550$37.2K0.03%+100+22.2%Added
Farther Finance Advisors, LLC556$37.6K0.01%−12−2.1%Reduced
PCA Investment Advisory Services Inc.570$38.5K0.02%+570New
Cornerstone Planning Group LLC574$38.8K0.02%+574New
Montag A & Associates Inc570$39.1K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC583$39.4K0.03%00.0%Unchanged
Paladin Advisory Group, LLC598$40.4K0.03%00.0%Unchanged
ICA Group Wealth Management, LLC600$40.5K0.01%−161−21.2%Reduced
Strengthening Families & Communities, LLC623$42.0K0.02%+9+1.5%Added
Retirement Group, LLC640$43.2K0.02%00.0%Unchanged
McIlrath & Eck, LLC641$43.3K0.01%+112+21.2%Added
McMillion Capital Management Inc653$44.1K0.04%+653New
Buck Wealth Strategies, LLC677$45.7K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC680$45.9K0.01%00.0%Unchanged
City State Bank682$46.0K0.02%00.0%Unchanged
Moser Wealth Advisors, LLC681$46.0K0.03%+681New
Tortoise Investment Management, LLC697$47.1K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.700$47.3K0.02%+216+44.6%Added
Alta Advisers Ltd700$47.3K0.03%+700New
Barrett & Company, Inc.702$47.4K0.03%00.0%Unchanged