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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 8,437 | $570.0K | 0.07% | −1,664−16.5% | Reduced |
| Family Legacy, Inc. | 8,500 | $574.3K | 0.23% | +161+1.9% | Added |
| Concord Wealth Partners | 8,538 | $576.8K | 0.12% | +1,493+21.2% | Added |
| Penserra Capital Management LLC | 8,587 | $578.0K | 0.01% | +1,091+14.6% | Added |
| We Are One Seven, LLC | 8,658 | $584.9K | 0.05% | +1,052+13.8% | Added |
| Ayrshire Capital Management LLC | 8,408 | $585.9K | 0.37% | +260+3.2% | Added |
| Per Stirling Capital Management, LLC. | 8,796 | $594.3K | 0.12% | +114+1.3% | Added |
| DFPG Investments, LLC | 8,524 | $602.5K | 0.05% | −13,691−61.6% | Reduced |
| Boston Financial Mangement LLC | 8,945 | $604.3K | 0.02% | −85−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 9,000 | $608.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 9,004 | $608.3K | 0.06% | +156+1.8% | Added |
| BFSG, LLC | 9,015 | $609.0K | 0.10% | +5,979+196.9% | Added |
| Austin Private Wealth, LLC | 9,039 | $610.7K | 0.09% | −5,438−37.6% | Reduced |
| Manufacturers Life Insurance Company, The | 9,039 | $610.7K | 0.00% | −195−2.1% | Reduced |
| Prudential PLC | 9,229 | $623.5K | 0.01% | −2,267−19.7% | Reduced |
| Insight Wealth Partners, LLC | 9,242 | $624.4K | 0.52% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 9,300 | $628.0K | 0.21% | −500−5.1% | Reduced |
| Campbell Wealth Management | 9,433 | $637.0K | 0.08% | +1,577+20.1% | Added |
| Lincoln National Corp | 9,445 | $638.1K | 0.01% | −2,859−23.2% | Reduced |
| Centaurus Financial, Inc. | 9,492 | $641.0K | 0.06% | −5,484−36.6% | Reduced |
| Samalin Investment Counsel, LLC | 9,507 | $642.3K | 0.35% | +3,587+60.6% | Added |
| First City Capital Management, Inc. | 9,532 | $644.0K | 0.38% | −650−6.4% | Reduced |
| First National Trust Co | 9,628 | $650.5K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 9,679 | $653.9K | 0.02% | −59−0.6% | Reduced |
| SageView Advisory Group, LLC | 9,710 | $656.0K | 0.04% | +3,480+55.9% | Added |
| Arbor Capital Management Inc | 9,610 | $658.0K | 0.51% | +145+1.5% | Added |
| HBK Sorce Advisory LLC | 9,740 | $658.0K | 0.03% | +4,900+101.2% | Added |
| Bank of Nova Scotia | 9,836 | $664.6K | 0.00% | +1,070+12.2% | Added |
| Pinnacle Financial Partners Inc | 9,850 | $665.5K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 9,892 | $668.3K | 0.02% | +9,892 | New |
| EA Series Trust | 9,892 | $668.3K | 0.02% | +9,892 | New |
| Twin Tree Management, LP | 10,003 | $675.8K | 0.01% | +10,003 | New |
| Rainsberger Wealth Advisors, Inc. | 10,048 | $678.8K | 0.41% | +58+0.6% | Added |
| Norinchukin Bank, The | 10,116 | $683.4K | 0.01% | −11−0.1% | Reduced |
| Fox Run Management, L.L.C. | 10,140 | $685.1K | 0.19% | +1,286+14.5% | Added |
| Versor Investments LP | 10,292 | $695.3K | 0.12% | −995−8.8% | Reduced |
| Naviter Wealth, LLC | 10,158 | $696.9K | 0.18% | +925+10.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,323 | $697.4K | 0.07% | +466+4.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $699.2K | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 10,363 | $700.1K | 0.01% | −14,718−58.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,388 | $701.8K | 0.00% | −1,042−9.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $702.6K | 0.20% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 10,403 | $702.8K | 0.09% | −84−0.8% | Reduced |
| Prudent Man Advisors, LLC | 10,429 | $705.0K | 0.27% | −86−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,495 | $709.0K | 0.03% | +267+2.6% | Added |
| Hudson Portfolio Management LLC | 10,607 | $716.6K | 0.78% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 10,649 | $719.4K | 0.12% | +40.0% | Added |
| Yousif Capital Management, LLC | 10,652 | $719.6K | 0.01% | +185+1.8% | Added |
| Wambolt & Associates, LLC | 10,947 | $739.6K | 0.26% | −119−1.1% | Reduced |
| MKT Advisors LLC | 11,138 | $758.8K | 0.54% | −992−8.2% | Reduced |
| Cooper Financial Group | 11,301 | $763.5K | 0.19% | −160−1.4% | Reduced |
| Royal Fund Management, LLC | 11,445 | $773.3K | 0.11% | −448−3.8% | Reduced |
| Adams Wealth Management | 11,451 | $773.6K | 0.24% | +569+5.2% | Added |
| Peddock Capital Advisors, LLC | 11,460 | $774.2K | 0.25% | +442+4.0% | Added |
| Greenland Capital Management LP | 11,500 | $776.9K | 0.11% | +11,500 | New |
| Walleye Capital LLC | 11,551 | $780.4K | 0.01% | +11,551 | New |
| Two Sigma Securities, LLC | 11,610 | $784.4K | 0.06% | −13,374−53.5% | Reduced |
| Virtu Financial LLC | 11,684 | $789.0K | 0.06% | +2,014+20.8% | Added |
| Focus Financial Network, Inc. | 11,596 | $795.7K | 0.04% | −313−2.6% | Reduced |
| Twinbeech Capital LP | 11,825 | $798.9K | 0.02% | +11,825 | New |
| Howe & Rusling Inc | 11,899 | $803.9K | 0.09% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 11,973 | $808.9K | 0.43% | −33−0.3% | Reduced |
| Shell Asset Management Co | 12,151 | $821.0K | 0.03% | −1,988−14.1% | Reduced |
| Inceptionr LLC | 12,168 | $822.1K | 0.44% | +12,168 | New |
| Dark Forest Capital Management LP | 12,302 | $831.1K | 0.09% | +12,302 | New |
| Belpointe Asset Management LLC | 12,373 | $835.9K | 0.09% | −31,368−71.7% | Reduced |
| Gsa Capital Partners LLP | 12,424 | $839.0K | 0.08% | +12,424 | New |
| HAP Trading, LLC | 12,438 | $840.3K | 0.24% | +12,438 | New |
| Fiera Capital Corp | 12,531 | $846.6K | 0.00% | +900+7.7% | Added |
| Heirloom Wealth Management | 12,649 | $854.6K | 0.37% | +18+0.1% | Added |
| Perigon Wealth Management, LLC | 12,704 | $858.3K | 0.03% | −1,530−10.7% | Reduced |
| CIC Wealth, LLC | 12,710 | $858.7K | 0.30% | −1,376−9.8% | Reduced |
| Flagship Private Wealth, LLC | 12,774 | $863.0K | 0.71% | −1,722−11.9% | Reduced |
| D.A. Davidson & Co. | 12,825 | $866.5K | 0.01% | +146+1.2% | Added |
| GoalVest Advisory LLC | 12,924 | $873.1K | 0.45% | −2,545−16.5% | Reduced |
| J.W. Cole Advisors, Inc. | 12,935 | $873.9K | 0.06% | −221−1.7% | Reduced |
| Man Group plc | 13,003 | $878.5K | 0.00% | +13,003 | New |
| Advisory Services Network, LLC | 13,301 | $898.6K | 0.02% | +135+1.0% | Added |
| Horizon Kinetics Asset Management LLC | 13,350 | $901.9K | 0.02% | +150+1.1% | Added |
| Aurora Private Wealth, Inc. | 13,363 | $903.0K | 1.03% | +101+0.8% | Added |
| NEIRG Wealth Management, LLC | 13,381 | $904.0K | 0.17% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 13,398 | $905.2K | 0.21% | −1,633−10.9% | Reduced |
| United Capital Financial Advisers, LLC | 13,412 | $906.1K | 0.00% | −2,922−17.9% | Reduced |
| FLC Capital Advisors | 13,432 | $907.5K | 0.27% | −5,377−28.6% | Reduced |
| TownSquare Capital, LLC | 13,439 | $908.0K | 0.02% | −9,054−40.3% | Reduced |
| Private Trust Co NA | 13,630 | $920.8K | 0.12% | −516−3.6% | Reduced |
| Vista Investment Management | 13,699 | $925.5K | 0.47% | +1,732+14.5% | Added |
| Laraway Financial Inc | 13,735 | $927.9K | 0.92% | +18+0.1% | Added |
| Stephens Inc | 13,783 | $931.2K | 0.02% | +1,284+10.3% | Added |
| Natixis Advisors, L.P. | 13,816 | $933.0K | 0.00% | −2,593−15.8% | Reduced |
| Raymond James Trust N.A. | 13,884 | $938.0K | 0.03% | +26+0.2% | Added |
| Ostrum Asset Management | 13,887 | $938.2K | 0.08% | +25+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,984 | $944.8K | 0.00% | −27,022−65.9% | Reduced |
| Madison Wealth Management | 14,000 | $945.8K | 0.19% | 00.0% | Unchanged |
| Nordea Investment Management AB | 14,017 | $952.7K | 0.00% | +1,992+16.6% | Added |
| AXA S.A. | 14,117 | $953.7K | 0.00% | −225−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 14,218 | $960.6K | 0.00% | −380−2.6% | Reduced |
| Cornerstone Wealth Management, LLC | 14,257 | $963.2K | 0.09% | +1,192+9.1% | Added |
| RMB Capital Management, LLC | 14,363 | $970.4K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,397 | $972.7K | 0.01% | +12,374+611.7% | Added |