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 |
|---|---|---|---|---|---|
| Weaver Consulting Group | 34,637 | $2.34M | 1.03% | +613+1.8% | Added |
| TFG Advisers LLC | 34,703 | $2.34M | 1.07% | +232+0.7% | Added |
| Gradient Capital Advisors, LLC | 35,296 | $2.38M | 0.96% | −487−1.4% | Reduced |
| Bensler, LLC | 35,977 | $2.43M | 0.46% | −861−2.3% | Reduced |
| Utah Retirement Systems | 36,276 | $2.45M | 0.03% | −600−1.6% | Reduced |
| D L Carlson Investment Group Inc | 37,758 | $2.55M | 0.49% | −211−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 38,232 | $2.58M | 0.00% | −1,962−4.9% | Reduced |
| Gateway Investment Advisers LLC | 39,064 | $2.64M | 0.03% | −66,668−63.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 39,410 | $2.66M | 0.02% | +3,777+10.6% | Added |
| Wealthfront Advisers LLC | 39,581 | $2.67M | 0.01% | +14,727+59.3% | Added |
| Thrivent Financial for Lutherans | 39,597 | $2.68M | 0.01% | −51,683−56.6% | Reduced |
| Bahl & Gaynor Inc | 39,794 | $2.69M | 0.02% | −350−0.9% | Reduced |
| Pensionfund DSM Netherlands | 40,000 | $2.70M | 1.76% | +3,200+8.7% | Added |
| Holocene Advisors, LP | 40,870 | $2.76M | 0.01% | +5,526+15.6% | Added |
| Presima Inc. | 41,850 | $2.83M | 0.78% | +300+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,557 | $2.88M | 0.03% | −3,194−7.0% | Reduced |
| Bramshill Investments, LLC | 42,854 | $2.90M | 0.26% | −670−1.5% | Reduced |
| IFM Investors Pty Ltd | 43,543 | $2.94M | 0.04% | +7,455+20.7% | Added |
| HRT Financial LP | 43,608 | $2.95M | 0.03% | +43,608 | New |
| AQR Capital Management LLC | 43,746 | $2.96M | 0.01% | +16,395+59.9% | Added |
| Prairiewood Capital, LLC | 43,989 | $2.97M | 1.99% | +1,784+4.2% | Added |
| Capital Square, LLC | 45,266 | $3.06M | 2.83% | +7,024+18.4% | Added |
| GSI Capital Advisors LLC | 45,407 | $3.07M | 1.88% | −4,104−8.3% | Reduced |
| First Republic Investment Management, Inc. | 45,626 | $3.08M | 0.02% | −54,190−54.3% | Reduced |
| CI Private Wealth, LLC | 46,411 | $3.14M | 0.01% | −4,466−8.8% | Reduced |
| Nissay Asset Management Corp | 46,989 | $3.17M | 0.03% | +2,227+5.0% | Added |
| 1832 Asset Management L.P. | 47,092 | $3.18M | 0.01% | +756+1.6% | Added |
| Rench Wealth Management, Inc. | 47,498 | $3.21M | 1.41% | +1,472+3.2% | Added |
| Simplex Trading, LLC | 47,714 | $3.22M | 0.14% | +47,714 | New |
| SG Americas Securities, LLC | 48,229 | $3.26M | 0.03% | +20,701+75.2% | Added |
| Jane Street Group, LLC | 49,033 | $3.31M | 0.00% | −3,931−7.4% | Reduced |
| Wellington Shields Capital Management, LLC | 49,584 | $3.35M | 0.41% | +120.0% | Added |
| Avantax Advisory Services, Inc. | 49,973 | $3.38M | 0.04% | +1,821+3.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 50,146 | $3.39M | 0.02% | +270+0.5% | Added |
| XML Financial, LLC | 50,404 | $3.41M | 0.39% | +3,420+7.3% | Added |
| Agf Management Ltd | 51,363 | $3.47M | 0.03% | +9,471+22.6% | Added |
| AE Wealth Management LLC | 53,080 | $3.59M | 0.02% | +2,359+4.7% | Added |
| USS Investment Management Ltd | 53,229 | $3.60M | 0.04% | +2,618+5.2% | Added |
| Atria Wealth Solutions, Inc. | 53,531 | $3.62M | 0.05% | +3,045+6.0% | Added |
| Tectonic Advisors LLC | 54,074 | $3.65M | 0.45% | +8,943+19.8% | Added |
| Janus Henderson Group PLC | 54,264 | $3.67M | 0.00% | −5,593−9.3% | Reduced |
| Romano Brothers and Company | 54,390 | $3.67M | 0.55% | −1,495−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,828 | $3.70M | 0.06% | +8,631+18.7% | Added |
| Westwood Holdings Group Inc. | 55,000 | $3.72M | 0.03% | +55,000 | New |
| Inspirion Wealth Advisors, LLC | 55,323 | $3.74M | 0.72% | −558−1.0% | Reduced |
| Blair William & Co | 55,516 | $3.75M | 0.01% | −17,383−23.8% | Reduced |
| Andra AP-fonden | 56,600 | $3.82M | 0.10% | −13,000−18.7% | Reduced |
| Beacon Pointe Advisors, LLC | 56,641 | $3.83M | 0.06% | −31,235−35.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 57,120 | $3.86M | 1.73% | +8,825+18.3% | Added |
| Cozad Asset Management Inc | 57,424 | $3.88M | 0.48% | +477+0.8% | Added |
| Hantz Financial Services, Inc. | 57,658 | $3.90M | 0.10% | +138+0.2% | Added |
| Meritage Portfolio Management | 58,192 | $3.93M | 0.28% | +2,028+3.6% | Added |
| Arizona State Retirement System | 58,373 | $3.94M | 0.03% | −2,108−3.5% | Reduced |
| Oak Harvest Investment Services | 58,512 | $3.95M | 0.89% | −22,330−27.6% | Reduced |
| Rock Point Advisors, LLC | 59,435 | $4.02M | 1.32% | +13,381+29.1% | Added |
| Quantbot Technologies LP | 59,469 | $4.02M | 0.26% | +52,989+817.7% | Added |
| AdvisorNet Financial, Inc | 60,228 | $4.07M | 0.35% | +2,086+3.6% | Added |
| UniSuper Management Pty Ltd | 61,200 | $4.13M | 0.05% | +61,200 | New |
| Colonial Trust Advisors | 63,204 | $4.27M | 0.47% | −905−1.4% | Reduced |
| Mercer Global Advisors Inc | 63,437 | $4.29M | 0.02% | −276−0.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 64,026 | $4.33M | 3.98% | +64,026 | New |
| Meiji Yasuda Asset Management Co Ltd. | 65,239 | $4.41M | 0.22% | +1,670+2.6% | Added |
| HighTower Advisors, LLC | 66,656 | $4.49M | 0.01% | −215,678−76.4% | Reduced |
| Demars Financial Group, LLC | 66,880 | $4.52M | 2.51% | +225+0.3% | Added |
| Creative Planning | 66,916 | $4.52M | 0.01% | −2,537−3.7% | Reduced |
| WealthPLAN Partners, LLC | 66,971 | $4.52M | 0.64% | −68,126−50.4% | Reduced |
| Karpas Strategies, LLC | 67,437 | $4.56M | 1.54% | +52+0.1% | Added |
| Mutual Advisors, LLC | 67,582 | $4.57M | 0.17% | −16,134−19.3% | Reduced |
| Van Eck Associates Corp | 68,194 | $4.61M | 0.01% | +3,996+6.2% | Added |
| Forsta Ap-Fonden | 69,300 | $4.68M | 0.05% | +14,200+25.8% | Added |
| Crawford Investment Counsel Inc | 70,707 | $4.78M | 0.10% | +22,362+46.3% | Added |
| Oxbow Advisors, LLC | 71,395 | $4.82M | 0.76% | +71,395 | New |
| Illinois Municipal Retirement Fund | 72,739 | $4.91M | 0.10% | −8,267−10.2% | Reduced |
| First Trust Advisors LP | 73,086 | $4.94M | 0.01% | −15,588−17.6% | Reduced |
| Korea Investment CORP | 73,740 | $4.98M | 0.01% | +10,288+16.2% | Added |
| Aviva PLC | 75,659 | $5.11M | 0.02% | +25,616+51.2% | Added |
| D. E. Shaw & Co., Inc. | 76,223 | $5.15M | 0.01% | −33,510−30.5% | Reduced |
| Neuberger Berman Group LLC | 76,282 | $5.15M | 0.00% | −50,551−39.9% | Reduced |
| Private Advisor Group, LLC | 76,496 | $5.17M | 0.04% | +3,725+5.1% | Added |
| Toronto Dominion Bank | 76,597 | $5.17M | 0.01% | −3,795−4.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 77,829 | $5.26M | 0.72% | +3,751+5.1% | Added |
| Standard Life Aberdeen plc | 78,988 | $5.34M | 0.01% | +4,676+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,426 | $5.43M | 0.02% | +2,629+3.4% | Added |
| Sheets Smith Wealth Management | 80,737 | $5.45M | 0.80% | +680+0.8% | Added |
| WealthPlan Investment Management, LLC | 80,954 | $5.47M | 1.63% | −72,433−47.2% | Reduced |
| Sequoia Financial Advisors, LLC | 81,132 | $5.48M | 0.09% | +1,432+1.8% | Added |
| Mariner, LLC | 81,680 | $5.52M | 0.01% | −4,086−4.8% | Reduced |
| Ensign Peak Advisors, Inc | 82,120 | $5.55M | 0.01% | −12,920−13.6% | Reduced |
| MML Investors Services, LLC | 83,304 | $5.63M | 0.03% | −47,263−36.2% | Reduced |
| Cubist Systematic Strategies, LLC | 83,633 | $5.65M | 0.06% | +76,968+1,154.8% | Added |
| Macquarie Group Ltd | 85,561 | $5.78M | 0.01% | +10,186+13.5% | Added |
| Cetera Advisor Networks LLC | 86,272 | $5.83M | 0.04% | +630+0.7% | Added |
| SOA Wealth Advisors, LLC. | 86,334 | $5.83M | 1.37% | −2,292−2.6% | Reduced |
| Nicholas Company, Inc. | 87,475 | $5.91M | 0.11% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 87,924 | $5.94M | 0.04% | +644+0.7% | Added |
| Worldquant Millennium Advisors LLC | 88,821 | $6.00M | 0.10% | +39,937+81.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 89,034 | $6.01M | 0.07% | +43,600+96.0% | Added |
| EWG Elevate Inc. | 89,999 | $6.08M | 2.52% | +10,597+13.3% | Added |
| Royal London Asset Management Ltd | 90,423 | $6.11M | 0.02% | +5,183+6.1% | Added |
| Squarepoint Ops LLC | 92,750 | $6.27M | 0.03% | +24,513+35.9% | Added |