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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 14,602 | $986.5K | 1.05% | +90+0.6% | Added |
| Stratos Wealth Partners, LTD. | 14,615 | $987.4K | 0.02% | +1,573+12.1% | Added |
| PFG Advisors | 14,987 | $1.01M | 0.08% | −158−1.0% | Reduced |
| Sigma Planning Corp | 14,989 | $1.01M | 0.04% | −3,309−18.1% | Reduced |
| C2C Wealth Management, LLC | 14,613 | $1.02M | 0.13% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 15,075 | $1.02M | 0.06% | +1,600+11.9% | Added |
| Texas Yale Capital Corp. | 15,280 | $1.03M | 0.05% | −201−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,322 | $1.04M | 0.02% | +203+1.3% | Added |
| IHT Wealth Management, LLC | 15,404 | $1.04M | 0.05% | −746−4.6% | Reduced |
| Principal Financial Group Inc | 15,794 | $1.07M | 0.00% | −5,082−24.3% | Reduced |
| Jeppson Wealth Management, LLC | 15,801 | $1.07M | 0.46% | +2,859+22.1% | Added |
| Metis Global Partners, LLC | 15,881 | $1.07M | 0.06% | +12,196+331.0% | Added |
| Maryland State Retirement & Pension System | 16,211 | $1.10M | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 16,274 | $1.10M | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16,583 | $1.12M | 0.14% | −1,239−7.0% | Reduced |
| Harbor Investment Advisory, LLC | 16,659 | $1.13M | 0.16% | −178−1.1% | Reduced |
| Founders Financial Alliance, LLC | 16,979 | $1.15M | 0.45% | +708+4.4% | Added |
| Alpha Omega Wealth Management LLC | 16,989 | $1.15M | 0.19% | −226−1.3% | Reduced |
| Cerity Partners LLC | 17,143 | $1.16M | 0.00% | +4,675+37.5% | Added |
| Independent Financial Group, LLC | 17,546 | $1.19M | 0.08% | −8,744−33.3% | Reduced |
| Schroder Investment Management Group | 17,639 | $1.19M | 0.00% | −1,443−7.6% | Reduced |
| Elo Mutual Pension Insurance Co | 17,660 | $1.19M | 0.04% | +973+5.8% | Added |
| Paradigm Financial Partners, LLC | 17,681 | $1.19M | 0.32% | −1,097−5.8% | Reduced |
| Richard P Slaughter Associates Inc | 17,711 | $1.20M | 0.34% | +1,544+9.6% | Added |
| Beacon Investment Advisory Services, Inc. | 17,883 | $1.21M | 0.06% | +1,816+11.3% | Added |
| Argent Trust Co | 17,948 | $1.21M | 0.07% | +1,110+6.6% | Added |
| Community Capital Management, Inc. | 18,400 | $1.24M | 1.73% | −6,250−25.4% | Reduced |
| Independent Advisor Alliance | 18,512 | $1.25M | 0.06% | −603−3.2% | Reduced |
| National Bank of Canada | 18,296 | $1.25M | 0.00% | +17,409+1,962.7% | Added |
| HBW Advisory Services LLC | 18,651 | $1.26M | 0.27% | +1,107+6.3% | Added |
| Erste Asset Management GmbH | 18,600 | $1.26M | 0.02% | +2,300+14.1% | Added |
| Dynamic Advisor Solutions LLC | 18,868 | $1.27M | 0.07% | −277−1.4% | Reduced |
| Global Retirement Partners, LLC | 19,039 | $1.29M | 0.06% | +2,201+13.1% | Added |
| Ted Buchan & Co | 19,089 | $1.29M | 0.99% | +5,602+41.5% | Added |
| Jag Capital Management, LLC | 19,246 | $1.30M | 0.15% | −2,500−11.5% | Reduced |
| British Columbia Investment Management Corp | 19,277 | $1.30M | 0.01% | +753+4.1% | Added |
| Tower Research Capital LLC (TRC) | 19,558 | $1.32M | 0.04% | +6,662+51.7% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.32M | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 19,960 | $1.35M | 0.05% | +19,960 | New |
| Apollon Wealth Management, LLC | 19,993 | $1.35M | 0.07% | +3,422+20.7% | Added |
| Mountain Capital Investment Advisors, Inc | 18,650 | $1.36M | 0.51% | −5,653−23.3% | Reduced |
| Equitable Holdings, Inc. | 20,316 | $1.37M | 0.02% | −601−2.9% | Reduced |
| Amalgamated Bank | 20,341 | $1.37M | 0.01% | −816−3.9% | Reduced |
| D.B. Root & Company, LLC | 20,340 | $1.37M | 0.52% | −1,358−6.3% | Reduced |
| Public Sector Pension Investment Board | 20,611 | $1.39M | 0.01% | −4,900−19.2% | Reduced |
| V Wealth Advisors LLC | 20,630 | $1.39M | 0.24% | −784−3.7% | Reduced |
| Cipher Capital LP | 21,025 | $1.42M | 0.24% | +21,025 | New |
| Public Employees Retirement Association of Colorado | 21,116 | $1.43M | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 21,431 | $1.45M | 0.00% | −913,645−97.7% | Reduced |
| Gulf International Bank (UK) Ltd | 21,461 | $1.45M | 0.04% | −5,842−21.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,545 | $1.46M | 1.02% | +2,925+15.7% | Added |
| Colonial Trust Co | 21,699 | $1.47M | 0.35% | +225+1.0% | Added |
| Prudential Financial Inc | 17,836 | $1.49M | 0.00% | −185,622−91.2% | Reduced |
| RB Capital Management, LLC | 22,014 | $1.49M | 0.46% | +188+0.9% | Added |
| CWM, LLC | 22,415 | $1.51M | 0.01% | +4,050+22.1% | Added |
| Robertson Stephens Wealth Management, LLC | 22,303 | $1.53M | 0.11% | −4,035−15.3% | Reduced |
| Arete Wealth Advisors, LLC | 22,708 | $1.53M | 0.14% | +1,709+8.1% | Added |
| ExodusPoint Capital Management, LP | 23,473 | $1.59M | 0.02% | +23,473 | New |
| Atria Investments LLC | 23,642 | $1.60M | 0.03% | −971−3.9% | Reduced |
| Wolverine Asset Management LLC | 24,067 | $1.63M | 0.03% | +24,067 | New |
| South Dakota Investment Council | 24,234 | $1.64M | 0.03% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 24,679 | $1.67M | 0.65% | +261+1.1% | Added |
| Associated Banc-Corp | 24,800 | $1.68M | 0.06% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 25,000 | $1.69M | 0.00% | +25,000 | New |
| Mission Creek Capital Partners, Inc. | 25,076 | $1.69M | 0.55% | +4,821+23.8% | Added |
| Mackenzie Financial Corp | 24,902 | $1.71M | 0.00% | +1,059+4.4% | Added |
| Wealthstar Advisors, LLC | 25,369 | $1.71M | 0.72% | +116+0.5% | Added |
| Alaska Permanent Fund Corp | 25,571 | $1.73M | 0.03% | +25,571 | New |
| Moors & Cabot, Inc. | 26,566 | $1.79M | 0.12% | +112+0.4% | Added |
| Bridgewater Associates, LP | 26,711 | $1.80M | 0.01% | +19,294+260.1% | Added |
| Herold Advisors, Inc. | 26,764 | $1.81M | 0.55% | +85+0.3% | Added |
| KBC Group NV | 26,965 | $1.82M | 0.01% | −18,566−40.8% | Reduced |
| Griffin Asset Management, Inc. | 27,307 | $1.84M | 0.25% | +2,028+8.0% | Added |
| Excalibur Management Corp | 27,618 | $1.87M | 0.95% | +65+0.2% | Added |
| Stratos Wealth Advisors, LLC | 28,382 | $1.92M | 0.14% | −1,073−3.6% | Reduced |
| Integrated Wealth Concepts LLC | 28,427 | $1.92M | 0.03% | +458+1.6% | Added |
| Wealthcare Advisory Partners LLC | 28,502 | $1.93M | 0.09% | +426+1.5% | Added |
| US Bancorp | 28,646 | $1.94M | 0.00% | −302−1.0% | Reduced |
| Captrust Financial Advisors | 28,961 | $1.96M | 0.01% | +4,290+17.4% | Added |
| Lakeview Capital Partners, LLC | 29,514 | $1.99M | 0.37% | +1,312+4.7% | Added |
| Paradiem, LLC | 29,717 | $2.01M | 0.57% | −4,179−12.3% | Reduced |
| FORA Capital, LLC | 29,779 | $2.01M | 0.29% | +3,707+14.2% | Added |
| Spirit of America Management Corp | 29,950 | $2.02M | 0.46% | −500−1.6% | Reduced |
| CWM Advisors, LLC | 30,001 | $2.03M | 0.25% | −294−1.0% | Reduced |
| Truvestments Capital LLC | 30,268 | $2.04M | 1.02% | +1,320+4.6% | Added |
| Geneos Wealth Management Inc. | 30,583 | $2.07M | 0.11% | +6,584+27.4% | Added |
| SeaBridge Investment Advisors LLC | 30,696 | $2.07M | 0.68% | −469−1.5% | Reduced |
| Pictet & Cie (Europe) SA | 31,158 | $2.11M | 0.07% | +31,158 | New |
| Baird Financial Group, Inc. | 31,292 | $2.11M | 0.01% | −4,107−11.6% | Reduced |
| M&T Bank Corp | 31,447 | $2.13M | 0.01% | +851+2.8% | Added |
| Sowell Financial Services LLC | 31,104 | $2.13M | 0.12% | +28,101+935.8% | Added |
| National Asset Management, Inc. | 31,203 | $2.14M | 0.05% | −5,661−15.4% | Reduced |
| Hilltop Partners LLC | 31,711 | $2.14M | 0.89% | −4,680−12.9% | Reduced |
| Investmark Advisory Group LLC | 32,557 | $2.20M | 1.47% | +839+2.6% | Added |
| Vident Investment Advisory, LLC | 32,785 | $2.21M | 0.08% | +41+0.1% | Added |
| DnB Asset Management AS | 32,990 | $2.23M | 0.01% | +2,868+9.5% | Added |
| Pensionfund Sabic | 33,404 | $2.26M | 0.76% | +700+2.1% | Added |
| Cohen Capital Management, Inc. | 34,300 | $2.32M | 0.45% | +34,300 | New |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.32M | 1.71% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 34,574 | $2.34M | 0.03% | +24,031+227.9% | Added |