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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
Cassady Schiller Wealth Management, LLC740$50.0K0.03%+740New
Umb Bank N A740$50.0K0.00%00.0%Unchanged
Ridgewood Investments LLC750$50.7K0.03%00.0%Unchanged
Heritage Wealth Advisors752$50.8K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich788$53.0K0.00%−11−1.4%Reduced
Quent Capital, LLC796$53.8K0.01%00.0%Unchanged
Baldwin Brothers Inc800$54.0K0.00%00.0%Unchanged
Ci Investments Inc.839$57.0K0.00%−8−0.9%Reduced
Certified Advisory Corp869$58.7K0.01%−793−47.7%Reduced
Princeton Global Asset Management LLC869$58.7K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.756$59.0K0.00%−121−13.8%Reduced
Capital Analysts, LLC910$62.0K0.00%+6+0.7%Added
EverSource Wealth Advisors, LLC921$62.2K0.01%−51−5.2%Reduced
Chilton Capital Management LLC939$63.4K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC940$63.5K0.01%−34−3.5%Reduced
Key Financial Inc962$65.0K0.02%00.0%Unchanged
Hanson & Doremus Investment Management983$66.0K0.01%−474−32.5%Reduced
Independence Bank of Kentucky980$66.2K0.03%+980New
St Germain D J Co Inc992$67.0K0.00%+992New
Quadrant Capital Group LLC1,084$73.2K0.01%+328+43.4%Added
Whittier Trust Co1,100$74.3K0.00%00.0%Unchanged
Brown Brothers Harriman & Co1,126$76.1K0.00%00.0%Unchanged
MCF Advisors LLC1,135$77.2K0.01%00.0%Unchanged
Caldwell Trust Co1,150$77.7K0.01%00.0%Unchanged
Tyler-Stone Wealth Management1,200$81.0K0.05%+1,200New
Stonebridge Capital Advisors LLC1,208$81.6K0.01%+313+35.0%Added
Mark Sheptoff Financial Planning, LLC1,238$83.7K0.05%00.0%Unchanged
South State Corp.1,244$84.0K0.01%−320−20.5%Reduced
Richard W. Paul & Associates, LLC1,262$85.3K0.04%00.0%Unchanged
Logan Capital Management Inc1,300$87.8K0.00%00.0%Unchanged
Rise Advisors, LLC1,308$88.4K0.07%+2+0.2%Added
Institutional & Family Asset Management, LLC1,319$89.1K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.1,353$92.6K0.00%+753+125.5%Added
Bank of New Hampshire1,376$93.0K0.03%+231+20.2%Added
Addison Advisors LLC1,412$95.4K0.05%00.0%Unchanged
Financial Management Professionals, Inc.1,483$100.0K0.02%00.0%Unchanged
Cedar Wealth Management, LLC1,500$101.3K0.04%+700+87.5%Added
NewSquare Capital LLC1,600$108.1K0.01%−80,464−98.1%Reduced
Baystate Wealth Management LLC1,776$120.0K0.01%−414−18.9%Reduced
Westpac Banking Corp1,781$120.3K0.01%−19,782−91.7%Reduced
Kelly Financial Services LLC1,784$120.5K0.06%00.0%Unchanged
American International Group, Inc.1,889$127.6K0.00%−212−10.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,939$131.1K0.01%+432+28.7%Added
Salem Investment Counselors Inc1,926$132.2K0.00%00.0%Unchanged
Bangor Savings Bank2,000$135.1K0.02%00.0%Unchanged
Horan Securities, Inc.2,045$138.2K0.06%+57+2.9%Added
Spire Wealth Management2,124$143.5K0.01%+10.0%Added
Pin Oak Investment Advisors Inc2,100$144.0K0.16%00.0%Unchanged
Parallel Advisors, LLC2,132$144.1K0.00%+257+13.7%Added
Sandy Spring Bank2,140$144.6K0.01%−100−4.5%Reduced
Lindbrook Capital, LLC2,146$145.0K0.02%−22−1.0%Reduced
North Star Investment Management Corp.2,158$145.8K0.01%+310+16.8%Added
Glass Jacobson Investment Advisors llc2,283$154.2K0.07%+2,283New
IFP Advisors, Inc2,770$159.7K0.01%−447−13.9%Reduced
Tradition Wealth Management, LLC2,408$163.0K0.02%−74−3.0%Reduced
Creative Financial Designs Inc2,466$166.6K0.02%−29−1.2%Reduced
AllSquare Wealth Management LLC2,540$174.4K0.11%00.0%Unchanged
Central Trust Co2,609$176.3K0.00%+1,060+68.4%Added
PSI Advisors, LLC2,707$182.9K0.08%+1,081+66.5%Added
Sunbelt Securities, Inc.2,709$183.0K0.03%−133−4.7%Reduced
Signaturefd, LLC2,781$187.9K0.00%−441−13.7%Reduced
Bourgeon Capital Management LLC2,796$188.9K0.04%+2,796New
Missouri Trust & Investment Co2,800$189.2K0.11%+2,800New
Motco2,805$189.5K0.01%00.0%Unchanged
Harbour Investments, Inc.2,818$190.4K0.01%−1,993−41.4%Reduced
Benjamin Edwards Inc2,827$191.0K0.04%+8+0.3%Added
Washington Trust Co2,888$195.1K0.01%00.0%Unchanged
Register Financial Advisors LLC2,911$196.7K0.14%+3+0.1%Added
Focused Wealth Management, Inc2,944$198.9K0.04%+17+0.6%Added
Savant Capital, LLC2,961$200.0K0.00%+2,961New
Glassman Wealth Services2,962$200.1K0.03%−689−18.9%Reduced
IAG Wealth Partners, LLC2,964$200.2K0.05%−132−4.3%Reduced
M. Kulyk & Associates, LLC2,995$202.3K0.06%00.0%Unchanged
Roof Eidam & Maycock3,000$202.7K0.07%00.0%Unchanged
Intelligence Driven Advisers, LLC3,000$204.1K0.04%00.0%Unchanged
Buckingham Strategic Partners3,024$204.3K0.01%+3,024New
Tobam3,062$207.0K0.02%00.0%Unchanged
Schnieders Capital Management LLC3,082$208.2K0.04%00.0%Unchanged
Avidian Wealth Solutions, LLC3,105$209.8K0.01%−4,123−57.0%Reduced
Valmark Advisers, Inc.3,135$211.8K0.00%00.0%Unchanged
Maven Securities LTD3,154$213.1K0.03%+3,154New
Old National Bancorp3,162$213.6K0.01%−2,620−45.3%Reduced
Strategic Blueprint, LLC3,163$213.7K0.02%+80+2.6%Added
Morris Retirement Advisors, LLC3,182$215.0K0.15%+388+13.9%Added
Eaton Financial Holdings Company, LLC3,192$215.6K0.16%+41+1.3%Added
BOS Asset Management, LLC3,200$216.2K0.17%00.0%Unchanged
Pure Financial Advisors, Inc.3,209$216.8K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC3,251$219.7K0.04%+26+0.8%Added
Veritable, L.P.3,261$220.3K0.00%−10.0%Reduced
Archetype Wealth Partners3,276$221.0K0.04%00.0%Unchanged
Aptus Capital Advisors, LLC3,281$221.7K0.01%−368−10.1%Reduced
ORG Partners LLC3,262$223.4K0.04%+3,262New
Moneta Group Investment Advisors LLC3,417$230.9K0.01%−813−19.2%Reduced
Level Four Advisory Services, LLC3,450$233.1K0.01%+65+1.9%Added
L.M. Kohn & Company3,461$233.8K0.09%−2,000−36.6%Reduced
Accurate Wealth Management, LLC3,397$235.3K0.07%+162+5.0%Added
Armstrong Advisory Group, Inc3,539$239.1K0.03%+1,000+39.4%Added
Wilbanks Smith & Thomas Asset Management LLC3,544$239.4K0.01%−24,604−87.4%Reduced
Churchill Management Corp3,557$240.3K0.00%+3,557New
Fortitude Advisory Group L.L.C.3,560$240.5K0.18%−117−3.2%Reduced