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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 5,386 | $363.9K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,390 | $364.1K | 0.01% | +1,274+31.0% | Added |
| Raub Brock Capital Management LP | 5,390 | $364.1K | 0.07% | +1,750+48.1% | Added |
| NewEdge Wealth, LLC | 5,425 | $366.5K | 0.01% | −33−0.6% | Reduced |
| Change Path, LLC | 5,464 | $369.0K | 0.02% | +811+17.4% | Added |
| H&H Retirement Design & Management INC | 5,312 | $370.1K | 0.25% | −142−2.6% | Reduced |
| New England Research & Management, Inc. | 5,537 | $374.0K | 0.22% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5,557 | $375.5K | 0.19% | −17,623−76.0% | Reduced |
| DF Dent & Co Inc | 5,601 | $378.4K | 0.01% | +67+1.2% | Added |
| Jackson Wealth Management, LLC | 5,633 | $381.0K | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,655 | $382.1K | 0.00% | −1,160−17.0% | Reduced |
| Naples Global Advisors, LLC | 5,575 | $382.6K | 0.04% | −175−3.0% | Reduced |
| Alberta Investment Management Corp | 5,700 | $385.1K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,780 | $390.5K | 0.07% | +898+18.4% | Added |
| Jacobi Capital Management LLC | 5,826 | $393.6K | 0.04% | −147−2.5% | Reduced |
| Widmann Financial Services, Inc. | 5,860 | $395.9K | 0.38% | +142+2.5% | Added |
| RFG Advisory, LLC | 5,926 | $400.4K | 0.02% | −2,618−30.6% | Reduced |
| True North Advisors, LLC | 5,939 | $401.2K | 0.11% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,955 | $402.9K | 0.15% | −335−5.3% | Reduced |
| APG Asset Management N.V. | 6,557 | $406.0K | 0.00% | −100−1.5% | Reduced |
| MAI Capital Management | 6,036 | $407.8K | 0.01% | +188+3.2% | Added |
| Syntegra Private Wealth Group, LLC | 6,051 | $408.8K | 0.06% | −1,021−14.4% | Reduced |
| Matisse Capital | 6,063 | $409.6K | 0.25% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,067 | $410.0K | 0.00% | −5,228−46.3% | Reduced |
| Benedetti & Gucer, Inc. | 6,074 | $410.0K | 0.21% | +50+0.8% | Added |
| Kingswood Wealth Advisors, LLC | 6,105 | $412.5K | 0.13% | +6,105 | New |
| Beverly Hills Private Wealth, LLC | 6,216 | $413.1K | 0.07% | +2,645+74.1% | Added |
| Desjardins Global Asset Management Inc. | 6,226 | $420.6K | 0.05% | +6,226 | New |
| M Holdings Securities, Inc. | 6,242 | $422.0K | 0.09% | −15,800−71.7% | Reduced |
| Archer Investment Corp | 6,268 | $423.5K | 0.15% | −1,285−17.0% | Reduced |
| Allen Capital Group, LLC | 6,278 | $424.1K | 0.08% | −720−10.3% | Reduced |
| Oppenheimer & Co Inc | 6,320 | $427.0K | 0.01% | +2,932+86.5% | Added |
| Elequin Capital LP | 6,328 | $427.5K | 0.22% | +6,328 | New |
| LexAurum Advisors, LLC | 6,358 | $429.5K | 0.13% | −348−5.2% | Reduced |
| Avion Wealth | 6,371 | $430.0K | 0.11% | +10.0% | Added |
| Redwood Financial Network Corp | 6,403 | $432.6K | 0.41% | −21−0.3% | Reduced |
| Harrell Investment Partners, LLC | 6,430 | $434.4K | 0.15% | +6,430 | New |
| Transatlantique Private Wealth LLC | 6,497 | $438.9K | 0.23% | +289+4.7% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,507 | $440.0K | 0.43% | +162+2.6% | Added |
| Metropolitan Life Insurance Co | 6,534 | $441.4K | 0.02% | +40+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,546 | $442.2K | 0.12% | +486+8.0% | Added |
| Monument Capital Management | 6,581 | $444.6K | 0.14% | −8,051−55.0% | Reduced |
| Intrua Financial, LLC | 6,582 | $444.7K | 0.08% | +1,806+37.8% | Added |
| Wealthspan Partners, LLC | 6,597 | $445.7K | 0.35% | −1,628−19.8% | Reduced |
| Capital Investment Advisors, LLC | 6,646 | $449.0K | 0.01% | −113−1.7% | Reduced |
| Walleye Trading LLC | 6,658 | $449.8K | 0.02% | +1,180+21.5% | Added |
| Sovereign Financial Group, Inc. | 6,707 | $453.1K | 0.15% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 6,725 | $454.0K | 0.21% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 614,659 | $454.1K | 0.01% | +590,448+2,438.8% | Added |
| GPS Wealth Strategies Group, LLC | 6,728 | $454.5K | 0.08% | −144−2.1% | Reduced |
| Mirador Capital Partners LP | 6,746 | $455.7K | 0.11% | +111+1.7% | Added |
| Procyon Private Wealth Partners, LLC | 6,767 | $457.2K | 0.06% | +148+2.2% | Added |
| Symphony Financial, Ltd. Co. | 6,772 | $457.5K | 0.11% | −266−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 6,777 | $457.9K | 0.03% | −1,000−12.9% | Reduced |
| Madden Securities Corp | 6,790 | $458.7K | 0.23% | −210−3.0% | Reduced |
| Kaizen Financial Strategies | 6,651 | $460.3K | 0.39% | +270+4.2% | Added |
| Boston Private Wealth LLC | 6,828 | $461.3K | 0.01% | −469−6.4% | Reduced |
| Western Wealth Management, LLC | 6,874 | $464.4K | 0.04% | −204−2.9% | Reduced |
| Achmea Investment Management B.V. | 6,891 | $466.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,930 | $468.0K | 0.02% | −34−0.5% | Reduced |
| Crestwood Advisors Group LLC | 6,993 | $472.4K | 0.01% | +8+0.1% | Added |
| Philadelphia Trust Co | 7,000 | $473.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,018 | $474.1K | 0.02% | −66,736−90.5% | Reduced |
| Ethic Inc. | 7,097 | $479.5K | 0.02% | +441+6.6% | Added |
| Insight 2811, Inc. | 7,147 | $482.9K | 0.26% | −554−7.2% | Reduced |
| Gallacher Capital Management LLC | 7,158 | $483.6K | 0.28% | +641+9.8% | Added |
| Renaissance Technologies LLC | 7,200 | $486.0K | 0.00% | −191,900−96.4% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $486.4K | 0.29% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,277 | $491.6K | 0.01% | −6,254−46.2% | Reduced |
| Wetherby Asset Management Inc | 7,342 | $496.0K | 0.03% | −125−1.7% | Reduced |
| Dudley Capital Management, LLC | 7,375 | $498.3K | 0.33% | −1,225−14.2% | Reduced |
| Sawtooth Solutions, LLC | 7,396 | $499.7K | 0.01% | −102−1.4% | Reduced |
| Bleakley Financial Group, LLC | 7,396 | $499.7K | 0.02% | −102−1.4% | Reduced |
| Xponance, Inc. | 7,428 | $501.8K | 0.01% | +58+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,438 | $502.5K | 0.40% | +12+0.2% | Added |
| Assetmark, Inc | 7,502 | $506.8K | 0.00% | −809−9.7% | Reduced |
| Bridgefront Capital, LLC | 7,594 | $513.1K | 0.28% | +918+13.8% | Added |
| Resources Investment Advisors, LLC. | 7,651 | $516.9K | 0.01% | +137+1.8% | Added |
| Berger Financial Group, Inc | 7,654 | $517.1K | 0.06% | −550−6.7% | Reduced |
| Fisher Asset Management, LLC | 7,704 | $520.5K | 0.00% | +1,230+19.0% | Added |
| Columbia Asset Management | 7,805 | $527.0K | 0.11% | +150+2.0% | Added |
| Lazard Asset Management LLC | 7,845 | $529.0K | 0.00% | +1,482+23.3% | Added |
| 360 Financial, Inc. | 7,899 | $533.6K | 0.28% | −28−0.4% | Reduced |
| First Manhattan Co | 7,900 | $533.7K | 0.00% | −800−9.2% | Reduced |
| Optimum Investment Advisors | 7,907 | $534.2K | 0.26% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,975 | $538.8K | 0.01% | −9,257−53.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,052 | $544.1K | 0.12% | −950−10.6% | Reduced |
| Axxcess Wealth Management, LLC | 8,066 | $544.9K | 0.04% | −312−3.7% | Reduced |
| Machina Capital S.A.S. | 8,072 | $545.3K | 0.31% | +5,043+166.5% | Added |
| Sawyer & Company, Inc | 8,085 | $546.0K | 0.25% | −2,625−24.5% | Reduced |
| UMA Financial Services, Inc. | 7,977 | $546.7K | 0.14% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 8,145 | $550.3K | 0.04% | −703−7.9% | Reduced |
| Glenmede Trust Co NA | 7,123 | $551.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,226 | $555.7K | 0.02% | −39−0.5% | Reduced |
| Burney Co | 8,244 | $556.9K | 0.03% | +8,244 | New |
| Landmark Financial Advisors, LLC | 8,253 | $557.6K | 0.23% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 8,191 | $562.1K | 0.10% | +911+12.5% | Added |
| Empower Advisory Group, LLC | 8,326 | $562.5K | 0.00% | +995+13.6% | Added |
| Triumph Capital Management | 8,247 | $566.0K | 0.26% | +8,247 | New |
| Kovack Advisors, Inc. | 8,400 | $567.5K | 0.07% | +30.0% | Added |