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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 43,746 | $2.96M | 0.01% | +16,395+59.9% | Added |
| HRT Financial LP | 43,608 | $2.95M | 0.03% | +43,608 | New |
| IFM Investors Pty Ltd | 43,543 | $2.94M | 0.04% | +7,455+20.7% | Added |
| Bramshill Investments, LLC | 42,854 | $2.90M | 0.26% | −670−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,557 | $2.88M | 0.03% | −3,194−7.0% | Reduced |
| Presima Inc. | 41,850 | $2.83M | 0.78% | +300+0.7% | Added |
| Holocene Advisors, LP | 40,870 | $2.76M | 0.01% | +5,526+15.6% | Added |
| Pensionfund DSM Netherlands | 40,000 | $2.70M | 1.76% | +3,200+8.7% | Added |
| Bahl & Gaynor Inc | 39,794 | $2.69M | 0.02% | −350−0.9% | Reduced |
| Thrivent Financial for Lutherans | 39,597 | $2.68M | 0.01% | −51,683−56.6% | Reduced |
| Wealthfront Advisers LLC | 39,581 | $2.67M | 0.01% | +14,727+59.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 39,410 | $2.66M | 0.02% | +3,777+10.6% | Added |
| Gateway Investment Advisers LLC | 39,064 | $2.64M | 0.03% | −66,668−63.1% | Reduced |
| The PNC Financial Services Group, Inc. | 38,232 | $2.58M | 0.00% | −1,962−4.9% | Reduced |
| D L Carlson Investment Group Inc | 37,758 | $2.55M | 0.49% | −211−0.6% | Reduced |
| Utah Retirement Systems | 36,276 | $2.45M | 0.03% | −600−1.6% | Reduced |
| Bensler, LLC | 35,977 | $2.43M | 0.46% | −861−2.3% | Reduced |
| Gradient Capital Advisors, LLC | 35,296 | $2.38M | 0.96% | −487−1.4% | Reduced |
| TFG Advisers LLC | 34,703 | $2.34M | 1.07% | +232+0.7% | Added |
| Weaver Consulting Group | 34,637 | $2.34M | 1.03% | +613+1.8% | Added |
| Wolverine Trading, LLC | 34,574 | $2.34M | 0.03% | +24,031+227.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.32M | 1.71% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 34,300 | $2.32M | 0.45% | +34,300 | New |
| Pensionfund Sabic | 33,404 | $2.26M | 0.76% | +700+2.1% | Added |
| DnB Asset Management AS | 32,990 | $2.23M | 0.01% | +2,868+9.5% | Added |
| Vident Investment Advisory, LLC | 32,785 | $2.21M | 0.08% | +41+0.1% | Added |
| Investmark Advisory Group LLC | 32,557 | $2.20M | 1.47% | +839+2.6% | Added |
| Hilltop Partners LLC | 31,711 | $2.14M | 0.89% | −4,680−12.9% | Reduced |
| National Asset Management, Inc. | 31,203 | $2.14M | 0.05% | −5,661−15.4% | Reduced |
| Sowell Financial Services LLC | 31,104 | $2.13M | 0.12% | +28,101+935.8% | Added |
| M&T Bank Corp | 31,447 | $2.13M | 0.01% | +851+2.8% | Added |
| Baird Financial Group, Inc. | 31,292 | $2.11M | 0.01% | −4,107−11.6% | Reduced |
| Pictet & Cie (Europe) SA | 31,158 | $2.11M | 0.07% | +31,158 | New |
| SeaBridge Investment Advisors LLC | 30,696 | $2.07M | 0.68% | −469−1.5% | Reduced |
| Geneos Wealth Management Inc. | 30,583 | $2.07M | 0.11% | +6,584+27.4% | Added |
| Truvestments Capital LLC | 30,268 | $2.04M | 1.02% | +1,320+4.6% | Added |
| CWM Advisors, LLC | 30,001 | $2.03M | 0.25% | −294−1.0% | Reduced |
| Spirit of America Management Corp | 29,950 | $2.02M | 0.46% | −500−1.6% | Reduced |
| FORA Capital, LLC | 29,779 | $2.01M | 0.29% | +3,707+14.2% | Added |
| Paradiem, LLC | 29,717 | $2.01M | 0.57% | −4,179−12.3% | Reduced |
| Lakeview Capital Partners, LLC | 29,514 | $1.99M | 0.37% | +1,312+4.7% | Added |
| Captrust Financial Advisors | 28,961 | $1.96M | 0.01% | +4,290+17.4% | Added |
| US Bancorp | 28,646 | $1.94M | 0.00% | −302−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 28,502 | $1.93M | 0.09% | +426+1.5% | Added |
| Integrated Wealth Concepts LLC | 28,427 | $1.92M | 0.03% | +458+1.6% | Added |
| Stratos Wealth Advisors, LLC | 28,382 | $1.92M | 0.14% | −1,073−3.6% | Reduced |
| Excalibur Management Corp | 27,618 | $1.87M | 0.95% | +65+0.2% | Added |
| Griffin Asset Management, Inc. | 27,307 | $1.84M | 0.25% | +2,028+8.0% | Added |
| KBC Group NV | 26,965 | $1.82M | 0.01% | −18,566−40.8% | Reduced |
| Herold Advisors, Inc. | 26,764 | $1.81M | 0.55% | +85+0.3% | Added |
| Bridgewater Associates, LP | 26,711 | $1.80M | 0.01% | +19,294+260.1% | Added |
| Moors & Cabot, Inc. | 26,566 | $1.79M | 0.12% | +112+0.4% | Added |
| Alaska Permanent Fund Corp | 25,571 | $1.73M | 0.03% | +25,571 | New |
| Wealthstar Advisors, LLC | 25,369 | $1.71M | 0.72% | +116+0.5% | Added |
| Mackenzie Financial Corp | 24,902 | $1.71M | 0.00% | +1,059+4.4% | Added |
| Mission Creek Capital Partners, Inc. | 25,076 | $1.69M | 0.55% | +4,821+23.8% | Added |
| Adage Capital Partners GP, L.L.C. | 25,000 | $1.69M | 0.00% | +25,000 | New |
| Associated Banc-Corp | 24,800 | $1.68M | 0.06% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 24,679 | $1.67M | 0.65% | +261+1.1% | Added |
| South Dakota Investment Council | 24,234 | $1.64M | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 24,067 | $1.63M | 0.03% | +24,067 | New |
| Atria Investments LLC | 23,642 | $1.60M | 0.03% | −971−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 23,473 | $1.59M | 0.02% | +23,473 | New |
| Arete Wealth Advisors, LLC | 22,708 | $1.53M | 0.14% | +1,709+8.1% | Added |
| Robertson Stephens Wealth Management, LLC | 22,303 | $1.53M | 0.11% | −4,035−15.3% | Reduced |
| CWM, LLC | 22,415 | $1.51M | 0.01% | +4,050+22.1% | Added |
| RB Capital Management, LLC | 22,014 | $1.49M | 0.46% | +188+0.9% | Added |
| Prudential Financial Inc | 17,836 | $1.49M | 0.00% | −185,622−91.2% | Reduced |
| Colonial Trust Co | 21,699 | $1.47M | 0.35% | +225+1.0% | Added |
| Brooks, Moore & Associates, Inc. | 21,545 | $1.46M | 1.02% | +2,925+15.7% | Added |
| Gulf International Bank (UK) Ltd | 21,461 | $1.45M | 0.04% | −5,842−21.4% | Reduced |
| Wellington Management Group LLP | 21,431 | $1.45M | 0.00% | −913,645−97.7% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.43M | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 21,025 | $1.42M | 0.24% | +21,025 | New |
| V Wealth Advisors LLC | 20,630 | $1.39M | 0.24% | −784−3.7% | Reduced |
| Public Sector Pension Investment Board | 20,611 | $1.39M | 0.01% | −4,900−19.2% | Reduced |
| D.B. Root & Company, LLC | 20,340 | $1.37M | 0.52% | −1,358−6.3% | Reduced |
| Amalgamated Bank | 20,341 | $1.37M | 0.01% | −816−3.9% | Reduced |
| Equitable Holdings, Inc. | 20,316 | $1.37M | 0.02% | −601−2.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 18,650 | $1.36M | 0.51% | −5,653−23.3% | Reduced |
| Apollon Wealth Management, LLC | 19,993 | $1.35M | 0.07% | +3,422+20.7% | Added |
| Parallax Volatility Advisers, L.P. | 19,960 | $1.35M | 0.05% | +19,960 | New |
| Gamco Investors, Inc. Et Al | 19,600 | $1.32M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,558 | $1.32M | 0.04% | +6,662+51.7% | Added |
| British Columbia Investment Management Corp | 19,277 | $1.30M | 0.01% | +753+4.1% | Added |
| Jag Capital Management, LLC | 19,246 | $1.30M | 0.15% | −2,500−11.5% | Reduced |
| Ted Buchan & Co | 19,089 | $1.29M | 0.99% | +5,602+41.5% | Added |
| Global Retirement Partners, LLC | 19,039 | $1.29M | 0.06% | +2,201+13.1% | Added |
| Dynamic Advisor Solutions LLC | 18,868 | $1.27M | 0.07% | −277−1.4% | Reduced |
| Erste Asset Management GmbH | 18,600 | $1.26M | 0.02% | +2,300+14.1% | Added |
| HBW Advisory Services LLC | 18,651 | $1.26M | 0.27% | +1,107+6.3% | Added |
| National Bank of Canada | 18,296 | $1.25M | 0.00% | +17,409+1,962.7% | Added |
| Independent Advisor Alliance | 18,512 | $1.25M | 0.06% | −603−3.2% | Reduced |
| Community Capital Management, Inc. | 18,400 | $1.24M | 1.73% | −6,250−25.4% | Reduced |
| Argent Trust Co | 17,948 | $1.21M | 0.07% | +1,110+6.6% | Added |
| Beacon Investment Advisory Services, Inc. | 17,883 | $1.21M | 0.06% | +1,816+11.3% | Added |
| Richard P Slaughter Associates Inc | 17,711 | $1.20M | 0.34% | +1,544+9.6% | Added |
| Paradigm Financial Partners, LLC | 17,681 | $1.19M | 0.32% | −1,097−5.8% | Reduced |
| Elo Mutual Pension Insurance Co | 17,660 | $1.19M | 0.04% | +973+5.8% | Added |
| Schroder Investment Management Group | 17,639 | $1.19M | 0.00% | −1,443−7.6% | Reduced |