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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 116,539 | $7.87M | 0.91% | −552−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 114,160 | $7.72M | 0.02% | −22,451−16.4% | Reduced |
| Allworth Financial LP | 114,077 | $7.71M | 0.07% | −3,639−3.1% | Reduced |
| Treasurer of the State of North Carolina | 112,706 | $7.61M | 0.04% | −7,347−6.1% | Reduced |
| Victory Capital Management Inc | 112,298 | $7.59M | 0.01% | −2,935−2.5% | Reduced |
| State of Wisconsin Investment Board | 111,384 | $7.53M | 0.02% | +1,107+1.0% | Added |
| State of New Jersey Common Pension Fund D | 110,797 | $7.49M | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 108,410 | $7.32M | 0.61% | +14,267+15.2% | Added |
| Pictet Asset Management SA | 107,954 | $7.29M | 0.01% | −525−0.5% | Reduced |
| Aew Capital Management L P | 105,040 | $7.10M | 0.27% | −3,740−3.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 103,675 | $7.00M | 2.00% | −9,953−8.8% | Reduced |
| TD Asset Management Inc | 102,830 | $6.95M | 0.01% | −20,039−16.3% | Reduced |
| Stifel Financial Corp | 101,910 | $6.89M | 0.01% | +2,055+2.1% | Added |
| Exchange Traded Concepts, LLC | 100,623 | $6.80M | 0.17% | +1,686+1.7% | Added |
| Cetera Investment Advisers | 99,552 | $6.73M | 0.06% | −4,708−4.5% | Reduced |
| Hoylecohen, LLC | 99,177 | $6.70M | 0.59% | −7,364−6.9% | Reduced |
| CIBC Asset Management Inc | 97,793 | $6.61M | 0.03% | +90,526+1,245.7% | Added |
| Employees Retirement System of Texas | 95,500 | $6.45M | 0.09% | +19,000+24.8% | Added |
| Teacher Retirement System of Texas | 93,227 | $6.30M | 0.04% | −342−0.4% | Reduced |
| Advocate Group LLC | 92,943 | $6.28M | 1.38% | +873+0.9% | Added |
| Squarepoint Ops LLC | 92,750 | $6.27M | 0.03% | +24,513+35.9% | Added |
| Royal London Asset Management Ltd | 90,423 | $6.11M | 0.02% | +5,183+6.1% | Added |
| EWG Elevate Inc. | 89,999 | $6.08M | 2.52% | +10,597+13.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 89,034 | $6.01M | 0.07% | +43,600+96.0% | Added |
| Worldquant Millennium Advisors LLC | 88,821 | $6.00M | 0.10% | +39,937+81.7% | Added |
| Nisa Investment Advisors, LLC | 87,924 | $5.94M | 0.04% | +644+0.7% | Added |
| Nicholas Company, Inc. | 87,475 | $5.91M | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 86,334 | $5.83M | 1.37% | −2,292−2.6% | Reduced |
| Cetera Advisor Networks LLC | 86,272 | $5.83M | 0.04% | +630+0.7% | Added |
| Macquarie Group Ltd | 85,561 | $5.78M | 0.01% | +10,186+13.5% | Added |
| Cubist Systematic Strategies, LLC | 83,633 | $5.65M | 0.06% | +76,968+1,154.8% | Added |
| MML Investors Services, LLC | 83,304 | $5.63M | 0.03% | −47,263−36.2% | Reduced |
| Ensign Peak Advisors, Inc | 82,120 | $5.55M | 0.01% | −12,920−13.6% | Reduced |
| Mariner, LLC | 81,680 | $5.52M | 0.01% | −4,086−4.8% | Reduced |
| Sequoia Financial Advisors, LLC | 81,132 | $5.48M | 0.09% | +1,432+1.8% | Added |
| WealthPlan Investment Management, LLC | 80,954 | $5.47M | 1.63% | −72,433−47.2% | Reduced |
| Sheets Smith Wealth Management | 80,737 | $5.45M | 0.80% | +680+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,426 | $5.43M | 0.02% | +2,629+3.4% | Added |
| Standard Life Aberdeen plc | 78,988 | $5.34M | 0.01% | +4,676+6.3% | Added |
| Te Ahumairangi Investment Management Ltd | 77,829 | $5.26M | 0.72% | +3,751+5.1% | Added |
| Toronto Dominion Bank | 76,597 | $5.17M | 0.01% | −3,795−4.7% | Reduced |
| Private Advisor Group, LLC | 76,496 | $5.17M | 0.04% | +3,725+5.1% | Added |
| Neuberger Berman Group LLC | 76,282 | $5.15M | 0.00% | −50,551−39.9% | Reduced |
| D. E. Shaw & Co., Inc. | 76,223 | $5.15M | 0.01% | −33,510−30.5% | Reduced |
| Aviva PLC | 75,659 | $5.11M | 0.02% | +25,616+51.2% | Added |
| Korea Investment CORP | 73,740 | $4.98M | 0.01% | +10,288+16.2% | Added |
| First Trust Advisors LP | 73,086 | $4.94M | 0.01% | −15,588−17.6% | Reduced |
| Illinois Municipal Retirement Fund | 72,739 | $4.91M | 0.10% | −8,267−10.2% | Reduced |
| Oxbow Advisors, LLC | 71,395 | $4.82M | 0.76% | +71,395 | New |
| Crawford Investment Counsel Inc | 70,707 | $4.78M | 0.10% | +22,362+46.3% | Added |
| Forsta Ap-Fonden | 69,300 | $4.68M | 0.05% | +14,200+25.8% | Added |
| Van Eck Associates Corp | 68,194 | $4.61M | 0.01% | +3,996+6.2% | Added |
| Mutual Advisors, LLC | 67,582 | $4.57M | 0.17% | −16,134−19.3% | Reduced |
| Karpas Strategies, LLC | 67,437 | $4.56M | 1.54% | +52+0.1% | Added |
| WealthPLAN Partners, LLC | 66,971 | $4.52M | 0.64% | −68,126−50.4% | Reduced |
| Creative Planning | 66,916 | $4.52M | 0.01% | −2,537−3.7% | Reduced |
| Demars Financial Group, LLC | 66,880 | $4.52M | 2.51% | +225+0.3% | Added |
| HighTower Advisors, LLC | 66,656 | $4.49M | 0.01% | −215,678−76.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 65,239 | $4.41M | 0.22% | +1,670+2.6% | Added |
| Armstrong, Fleming & Moore, Inc | 64,026 | $4.33M | 3.98% | +64,026 | New |
| Mercer Global Advisors Inc | 63,437 | $4.29M | 0.02% | −276−0.4% | Reduced |
| Colonial Trust Advisors | 63,204 | $4.27M | 0.47% | −905−1.4% | Reduced |
| UniSuper Management Pty Ltd | 61,200 | $4.13M | 0.05% | +61,200 | New |
| AdvisorNet Financial, Inc | 60,228 | $4.07M | 0.35% | +2,086+3.6% | Added |
| Quantbot Technologies LP | 59,469 | $4.02M | 0.26% | +52,989+817.7% | Added |
| Rock Point Advisors, LLC | 59,435 | $4.02M | 1.32% | +13,381+29.1% | Added |
| Oak Harvest Investment Services | 58,512 | $3.95M | 0.89% | −22,330−27.6% | Reduced |
| Arizona State Retirement System | 58,373 | $3.94M | 0.03% | −2,108−3.5% | Reduced |
| Meritage Portfolio Management | 58,192 | $3.93M | 0.28% | +2,028+3.6% | Added |
| Hantz Financial Services, Inc. | 57,658 | $3.90M | 0.10% | +138+0.2% | Added |
| Cozad Asset Management Inc | 57,424 | $3.88M | 0.48% | +477+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 57,120 | $3.86M | 1.73% | +8,825+18.3% | Added |
| Beacon Pointe Advisors, LLC | 56,641 | $3.83M | 0.06% | −31,235−35.5% | Reduced |
| Andra AP-fonden | 56,600 | $3.82M | 0.10% | −13,000−18.7% | Reduced |
| Blair William & Co | 55,516 | $3.75M | 0.01% | −17,383−23.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 55,323 | $3.74M | 0.72% | −558−1.0% | Reduced |
| Westwood Holdings Group Inc. | 55,000 | $3.72M | 0.03% | +55,000 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,828 | $3.70M | 0.06% | +8,631+18.7% | Added |
| Romano Brothers and Company | 54,390 | $3.67M | 0.55% | −1,495−2.7% | Reduced |
| Janus Henderson Group PLC | 54,264 | $3.67M | 0.00% | −5,593−9.3% | Reduced |
| Tectonic Advisors LLC | 54,074 | $3.65M | 0.45% | +8,943+19.8% | Added |
| Atria Wealth Solutions, Inc. | 53,531 | $3.62M | 0.05% | +3,045+6.0% | Added |
| USS Investment Management Ltd | 53,229 | $3.60M | 0.04% | +2,618+5.2% | Added |
| AE Wealth Management LLC | 53,080 | $3.59M | 0.02% | +2,359+4.7% | Added |
| Agf Management Ltd | 51,363 | $3.47M | 0.03% | +9,471+22.6% | Added |
| XML Financial, LLC | 50,404 | $3.41M | 0.39% | +3,420+7.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 50,146 | $3.39M | 0.02% | +270+0.5% | Added |
| Avantax Advisory Services, Inc. | 49,973 | $3.38M | 0.04% | +1,821+3.8% | Added |
| Wellington Shields Capital Management, LLC | 49,584 | $3.35M | 0.41% | +120.0% | Added |
| Jane Street Group, LLC | 49,033 | $3.31M | 0.00% | −3,931−7.4% | Reduced |
| SG Americas Securities, LLC | 48,229 | $3.26M | 0.03% | +20,701+75.2% | Added |
| Simplex Trading, LLC | 47,714 | $3.22M | 0.14% | +47,714 | New |
| Rench Wealth Management, Inc. | 47,498 | $3.21M | 1.41% | +1,472+3.2% | Added |
| 1832 Asset Management L.P. | 47,092 | $3.18M | 0.01% | +756+1.6% | Added |
| Nissay Asset Management Corp | 46,989 | $3.17M | 0.03% | +2,227+5.0% | Added |
| CI Private Wealth, LLC | 46,411 | $3.14M | 0.01% | −4,466−8.8% | Reduced |
| First Republic Investment Management, Inc. | 45,626 | $3.08M | 0.02% | −54,190−54.3% | Reduced |
| GSI Capital Advisors LLC | 45,407 | $3.07M | 1.88% | −4,104−8.3% | Reduced |
| Capital Square, LLC | 45,266 | $3.06M | 2.83% | +7,024+18.4% | Added |
| Prairiewood Capital, LLC | 43,989 | $2.97M | 1.99% | +1,784+4.2% | Added |