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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 905 | $12.8B |
| Q1 2026 | 869 | $11.7B |
| Q4 2025 | 857 | $10.6B |
| Q3 2025 | 819 | $10.6B |
| Q2 2025 | 820 | $9.79B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.16B |
| Q3 2024 | 805 | $9.17B |
| Q2 2024 | 784 | $8.16B |
| Q1 2024 | 773 | $8.71B |
| Q4 2023 | 782 | $10.5B |
| Q3 2023 | 746 | $7.59B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.6B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.36B |
| Q2 2022 | 813 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 699 | $8.09B |
| Q1 2021 | 653 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essex Savings Bank | 3,564 | $240.8K | 0.08% | +164+4.8% | Added |
| Ritholtz Wealth Management | 3,565 | $240.9K | 0.01% | +960+36.9% | Added |
| Banque Cantonale Vaudoise | 3,600 | $243.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,603 | $243.4K | 0.00% | −137−3.7% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 3,613 | $244.1K | 0.12% | +328+10.0% | Added |
| Tokio Marine Asset Management Co Ltd | 3,640 | $245.9K | 0.02% | +617+20.4% | Added |
| Silverlake Wealth Management LLC | 3,660 | $247.2K | 0.14% | +2+0.1% | Added |
| TTP Investments, Inc. | 3,678 | $248.5K | 0.17% | −79−2.1% | Reduced |
| Proequities, Inc. | 3,620 | $248.5K | 0.02% | −514−12.4% | Reduced |
| BFT Financial Group, LLC | 3,697 | $249.8K | 0.03% | −117−3.1% | Reduced |
| Arkadios Wealth Advisors | 3,698 | $249.9K | 0.03% | −1,013−21.5% | Reduced |
| Fundamentun, LLC | 3,701 | $250.1K | 0.04% | −286−7.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,714 | $250.9K | 0.01% | +3,714 | New |
| Capital Planning Advisors, LLC | 3,746 | $253.1K | 0.05% | +50+1.4% | Added |
| Teamwork Financial Advisors, LLC | 3,779 | $255.3K | 0.04% | −1,772−31.9% | Reduced |
| Plancorp, LLC | 3,797 | $256.5K | 0.01% | +2+0.1% | Added |
| Snowden Capital Advisors LLC | 3,809 | $257.3K | 0.01% | −27−0.7% | Reduced |
| PFG Investments, LLC | 3,817 | $257.9K | 0.05% | −1,016−21.0% | Reduced |
| Van Hulzen Asset Management, LLC | 3,849 | $260.0K | 0.02% | −162−4.0% | Reduced |
| Larson Financial Group LLC | 3,850 | $260.1K | 0.03% | +130+3.5% | Added |
| Detalus Advisors, LLC | 3,889 | $262.7K | 0.12% | −694−15.1% | Reduced |
| Inspire Advisors, LLC | 3,890 | $262.8K | 0.05% | −780−16.7% | Reduced |
| Thrive Wealth Management, LLC | 3,893 | $263.0K | 0.07% | −718−15.6% | Reduced |
| LVW Advisors, LLC | 3,905 | $263.8K | 0.05% | 00.0% | Unchanged |
| Viawealth, LLC | 3,928 | $265.4K | 0.20% | +3,928 | New |
| Coppell Advisory Solutions LLC | 3,940 | $266.1K | 0.08% | +104+2.7% | Added |
| Evanson Asset Management, LLC | 3,942 | $266.3K | 0.03% | +75+1.9% | Added |
| Herbst Group, LLC | 3,950 | $266.9K | 0.18% | −7,650−65.9% | Reduced |
| Aspire Wealth Management Corp | 3,971 | $268.3K | 0.20% | +32+0.8% | Added |
| Monterey Private Wealth, Inc. | 3,983 | $269.1K | 0.13% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,877 | $270.9K | 0.00% | +673+21.0% | Added |
| Ameritas Advisory Services, LLC | 4,054 | $274.3K | 0.04% | −3,175−43.9% | Reduced |
| San Luis Wealth Advisors LLC | 4,086 | $276.0K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 4,086 | $276.1K | 0.01% | +700+20.7% | Added |
| Parsons Capital Management Inc | 4,100 | $277.0K | 0.02% | −200−4.7% | Reduced |
| Cambria Investment Management, L.P. | 4,123 | $278.6K | 0.02% | −434−9.5% | Reduced |
| Avantax Planning Partners, Inc. | 4,139 | $279.6K | 0.01% | +312+8.2% | Added |
| Perennial Investment Advisors, LLC | 4,143 | $279.9K | 0.05% | +400+10.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $281.3K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,182 | $282.5K | 0.29% | −65−1.5% | Reduced |
| MetLife Investment Management | 4,199 | $283.7K | 0.00% | −125−2.9% | Reduced |
| Concord Asset Management, LLC | 4,220 | $285.1K | 0.10% | −214−4.8% | Reduced |
| Vishria Bird Financial Group, LLC | 4,240 | $286.0K | 0.17% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 4,238 | $286.3K | 0.47% | −260−5.8% | Reduced |
| Garrison Asset Management, LLC | 4,243 | $286.7K | 0.17% | +3+0.1% | Added |
| Round Rock Advisors, LLC | 4,272 | $288.6K | 0.10% | −2,107−33.0% | Reduced |
| Alpha Cubed Investments, LLC | 4,300 | $290.5K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,328 | $292.4K | 0.03% | +1,401+47.9% | Added |
| Ancora Advisors, LLC | 4,329 | $292.5K | 0.01% | +210+5.1% | Added |
| Kingsview Wealth Management, LLC | 4,385 | $296.2K | 0.01% | −1,003−18.6% | Reduced |
| Verition Fund Management LLC | 4,387 | $296.4K | 0.00% | +4,387 | New |
| Ossiam | 4,391 | $296.7K | 0.01% | +2,521+134.8% | Added |
| Regions Financial Corp | 4,457 | $301.1K | 0.00% | −686−13.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,479 | $302.6K | 0.02% | +1,226+37.7% | Added |
| Mach-1 Financial Group, Inc. | 4,480 | $302.7K | 0.12% | −420−8.6% | Reduced |
| BTC Capital Management, Inc. | 4,480 | $302.7K | 0.03% | +181+4.2% | Added |
| Patton Albertson Miller Group, LLC | 4,492 | $303.5K | 0.06% | −1,872−29.4% | Reduced |
| KC Investment Advisors, LLC | 4,493 | $303.5K | 0.21% | +4,493 | New |
| Dividend Assets Capital, LLC | 4,500 | $304.0K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,523 | $305.6K | 0.03% | −703−13.5% | Reduced |
| First Heartland Consultants, Inc. | 4,546 | $307.1K | 0.04% | −767−14.4% | Reduced |
| Wedbush Securities Inc | 4,564 | $308.0K | 0.01% | +56+1.2% | Added |
| DuPont Capital Management Corp | 4,596 | $310.5K | 0.02% | −1,475−24.3% | Reduced |
| Clear Street Markets LLC | 4,600 | $311.0K | 0.13% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,625 | $312.5K | 0.09% | −125−2.6% | Reduced |
| Evergreen Capital Management LLC | 4,617 | $313.3K | 0.01% | −3,663−44.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,657 | $314.6K | 0.09% | +263+6.0% | Added |
| Retirement Planning Co of New England, Inc. | 4,660 | $314.8K | 0.18% | +98+2.1% | Added |
| BancorpSouth Bank | 4,701 | $317.6K | 0.03% | +4,701 | New |
| Vestcor Inc | 4,745 | $321.0K | 0.01% | −26,395−84.8% | Reduced |
| Diligent Investors, LLC | 4,791 | $323.6K | 0.10% | +12+0.3% | Added |
| Main Street Financial Solutions, LLC | 4,834 | $326.6K | 0.04% | +24+0.5% | Added |
| Raleigh Capital Management Inc. | 4,862 | $328.4K | 0.16% | −192−3.8% | Reduced |
| Joel Isaacson & Co., LLC | 4,885 | $330.0K | 0.02% | +150+3.2% | Added |
| Kathmere Capital Management, LLC | 4,907 | $331.5K | 0.05% | −1,286−20.8% | Reduced |
| Octavia Wealth Advisors, LLC | 4,836 | $331.9K | 0.07% | +4,836 | New |
| Chase Investment Counsel Corp | 4,958 | $334.0K | 0.17% | +1,845+59.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,955 | $334.8K | 0.00% | +3,352+209.1% | Added |
| Chesley Taft & Associates LLC | 5,017 | $338.9K | 0.02% | −50−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 5,029 | $339.8K | 0.06% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 5,045 | $340.8K | 0.05% | +1,181+30.6% | Added |
| Summit Wealth Group, LLC | 5,047 | $341.0K | 0.14% | −378,563−98.7% | Reduced |
| Brookstone Capital Management | 5,053 | $341.9K | 0.01% | −1,673−24.9% | Reduced |
| Huntington National Bank | 5,075 | $342.8K | 0.00% | +3,411+205.0% | Added |
| MV Capital Management, Inc. | 5,083 | $343.4K | 0.05% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,084 | $343.5K | 0.28% | +73+1.5% | Added |
| Kowal Investment Group, LLC | 5,104 | $344.8K | 0.09% | +4+0.1% | Added |
| Colony Group LLC | 5,113 | $345.0K | 0.00% | −180−3.4% | Reduced |
| Fifth Third Bancorp | 5,131 | $346.6K | 0.00% | +403+8.5% | Added |
| Advisor Partners II, LLC | 5,152 | $348.1K | 0.02% | +1,084+26.6% | Added |
| International Assets Investment Management, LLC | 5,160 | $348.6K | 0.05% | −899−14.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,183 | $350.0K | 0.01% | +3,102+149.1% | Added |
| Cherry Tree Wealth Management, LLC | 5,187 | $350.4K | 0.10% | +5,187 | New |
| Gilbert & Cook, Inc. | 5,224 | $352.9K | 0.06% | +341+7.0% | Added |
| Woodward Diversified Capital, LLC | 5,279 | $356.6K | 0.27% | −78−1.5% | Reduced |
| David R. Rahn & Associates Inc. | 5,289 | $357.3K | 0.17% | +66+1.3% | Added |
| Buckingham Strategic Wealth, LLC | 5,314 | $359.0K | 0.01% | −611−10.3% | Reduced |
| Carret Asset Management, LLC | 5,324 | $359.7K | 0.05% | −500−8.6% | Reduced |
| PEAK6 Investments LLC | 5,337 | $360.6K | 0.03% | −8,743−62.1% | Reduced |
| Lido Advisors, LLC | 5,343 | $361.1K | 0.00% | +51+1.0% | Added |