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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 17,546 | $1.19M | 0.08% | −8,744−33.3% | Reduced |
| Cerity Partners LLC | 17,143 | $1.16M | 0.00% | +4,675+37.5% | Added |
| Alpha Omega Wealth Management LLC | 16,989 | $1.15M | 0.19% | −226−1.3% | Reduced |
| Founders Financial Alliance, LLC | 16,979 | $1.15M | 0.45% | +708+4.4% | Added |
| Harbor Investment Advisory, LLC | 16,659 | $1.13M | 0.16% | −178−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 16,583 | $1.12M | 0.14% | −1,239−7.0% | Reduced |
| Panagora Asset Management Inc | 16,274 | $1.10M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,211 | $1.10M | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 15,881 | $1.07M | 0.06% | +12,196+331.0% | Added |
| Jeppson Wealth Management, LLC | 15,801 | $1.07M | 0.46% | +2,859+22.1% | Added |
| Principal Financial Group Inc | 15,794 | $1.07M | 0.00% | −5,082−24.3% | Reduced |
| IHT Wealth Management, LLC | 15,404 | $1.04M | 0.05% | −746−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,322 | $1.04M | 0.02% | +203+1.3% | Added |
| Texas Yale Capital Corp. | 15,280 | $1.03M | 0.05% | −201−1.3% | Reduced |
| Lockheed Martin Investment Management Co | 15,075 | $1.02M | 0.06% | +1,600+11.9% | Added |
| C2C Wealth Management, LLC | 14,613 | $1.02M | 0.13% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,989 | $1.01M | 0.04% | −3,309−18.1% | Reduced |
| PFG Advisors | 14,987 | $1.01M | 0.08% | −158−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 14,615 | $987.4K | 0.02% | +1,573+12.1% | Added |
| LGT Financial Advisors LLC | 14,602 | $986.5K | 1.05% | +90+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 14,397 | $972.7K | 0.01% | +12,374+611.7% | Added |
| RMB Capital Management, LLC | 14,363 | $970.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 14,257 | $963.2K | 0.09% | +1,192+9.1% | Added |
| Rockefeller Capital Management L.P. | 14,218 | $960.6K | 0.00% | −380−2.6% | Reduced |
| AXA S.A. | 14,117 | $953.7K | 0.00% | −225−1.6% | Reduced |
| Nordea Investment Management AB | 14,017 | $952.7K | 0.00% | +1,992+16.6% | Added |
| Madison Wealth Management | 14,000 | $945.8K | 0.19% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 13,984 | $944.8K | 0.00% | −27,022−65.9% | Reduced |
| Ostrum Asset Management | 13,887 | $938.2K | 0.08% | +25+0.2% | Added |
| Raymond James Trust N.A. | 13,884 | $938.0K | 0.03% | +26+0.2% | Added |
| Natixis Advisors, L.P. | 13,816 | $933.0K | 0.00% | −2,593−15.8% | Reduced |
| Stephens Inc | 13,783 | $931.2K | 0.02% | +1,284+10.3% | Added |
| Laraway Financial Inc | 13,735 | $927.9K | 0.92% | +18+0.1% | Added |
| Vista Investment Management | 13,699 | $925.5K | 0.47% | +1,732+14.5% | Added |
| Private Trust Co NA | 13,630 | $920.8K | 0.12% | −516−3.6% | Reduced |
| TownSquare Capital, LLC | 13,439 | $908.0K | 0.02% | −9,054−40.3% | Reduced |
| FLC Capital Advisors | 13,432 | $907.5K | 0.27% | −5,377−28.6% | Reduced |
| United Capital Financial Advisers, LLC | 13,412 | $906.1K | 0.00% | −2,922−17.9% | Reduced |
| Wellington Shields & Co., LLC | 13,398 | $905.2K | 0.21% | −1,633−10.9% | Reduced |
| NEIRG Wealth Management, LLC | 13,381 | $904.0K | 0.17% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 13,363 | $903.0K | 1.03% | +101+0.8% | Added |
| Horizon Kinetics Asset Management LLC | 13,350 | $901.9K | 0.02% | +150+1.1% | Added |
| Advisory Services Network, LLC | 13,301 | $898.6K | 0.02% | +135+1.0% | Added |
| Man Group plc | 13,003 | $878.5K | 0.00% | +13,003 | New |
| J.W. Cole Advisors, Inc. | 12,935 | $873.9K | 0.06% | −221−1.7% | Reduced |
| GoalVest Advisory LLC | 12,924 | $873.1K | 0.45% | −2,545−16.5% | Reduced |
| D.A. Davidson & Co. | 12,825 | $866.5K | 0.01% | +146+1.2% | Added |
| Flagship Private Wealth, LLC | 12,774 | $863.0K | 0.71% | −1,722−11.9% | Reduced |
| CIC Wealth, LLC | 12,710 | $858.7K | 0.30% | −1,376−9.8% | Reduced |
| Perigon Wealth Management, LLC | 12,704 | $858.3K | 0.03% | −1,530−10.7% | Reduced |
| Heirloom Wealth Management | 12,649 | $854.6K | 0.37% | +18+0.1% | Added |
| Fiera Capital Corp | 12,531 | $846.6K | 0.00% | +900+7.7% | Added |
| HAP Trading, LLC | 12,438 | $840.3K | 0.24% | +12,438 | New |
| Gsa Capital Partners LLP | 12,424 | $839.0K | 0.08% | +12,424 | New |
| Belpointe Asset Management LLC | 12,373 | $835.9K | 0.09% | −31,368−71.7% | Reduced |
| Dark Forest Capital Management LP | 12,302 | $831.1K | 0.09% | +12,302 | New |
| Inceptionr LLC | 12,168 | $822.1K | 0.44% | +12,168 | New |
| Shell Asset Management Co | 12,151 | $821.0K | 0.03% | −1,988−14.1% | Reduced |
| Client 1st Advisory Group, LLC | 11,973 | $808.9K | 0.43% | −33−0.3% | Reduced |
| Howe & Rusling Inc | 11,899 | $803.9K | 0.09% | 00.0% | Unchanged |
| Twinbeech Capital LP | 11,825 | $798.9K | 0.02% | +11,825 | New |
| Focus Financial Network, Inc. | 11,596 | $795.7K | 0.04% | −313−2.6% | Reduced |
| Virtu Financial LLC | 11,684 | $789.0K | 0.06% | +2,014+20.8% | Added |
| Two Sigma Securities, LLC | 11,610 | $784.4K | 0.06% | −13,374−53.5% | Reduced |
| Walleye Capital LLC | 11,551 | $780.4K | 0.01% | +11,551 | New |
| Greenland Capital Management LP | 11,500 | $776.9K | 0.11% | +11,500 | New |
| Peddock Capital Advisors, LLC | 11,460 | $774.2K | 0.25% | +442+4.0% | Added |
| Adams Wealth Management | 11,451 | $773.6K | 0.24% | +569+5.2% | Added |
| Royal Fund Management, LLC | 11,445 | $773.3K | 0.11% | −448−3.8% | Reduced |
| Cooper Financial Group | 11,301 | $763.5K | 0.19% | −160−1.4% | Reduced |
| MKT Advisors LLC | 11,138 | $758.8K | 0.54% | −992−8.2% | Reduced |
| Wambolt & Associates, LLC | 10,947 | $739.6K | 0.26% | −119−1.1% | Reduced |
| Yousif Capital Management, LLC | 10,652 | $719.6K | 0.01% | +185+1.8% | Added |
| Clear Creek Financial Management, LLC | 10,649 | $719.4K | 0.12% | +40.0% | Added |
| Hudson Portfolio Management LLC | 10,607 | $716.6K | 0.78% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,495 | $709.0K | 0.03% | +267+2.6% | Added |
| Prudent Man Advisors, LLC | 10,429 | $705.0K | 0.27% | −86−0.8% | Reduced |
| Liberty One Investment Management, LLC | 10,403 | $702.8K | 0.09% | −84−0.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $702.6K | 0.20% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,388 | $701.8K | 0.00% | −1,042−9.1% | Reduced |
| Candriam Luxembourg S.C.A. | 10,363 | $700.1K | 0.01% | −14,718−58.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $699.2K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,323 | $697.4K | 0.07% | +466+4.7% | Added |
| Naviter Wealth, LLC | 10,158 | $696.9K | 0.18% | +925+10.0% | Added |
| Versor Investments LP | 10,292 | $695.3K | 0.12% | −995−8.8% | Reduced |
| Fox Run Management, L.L.C. | 10,140 | $685.1K | 0.19% | +1,286+14.5% | Added |
| Norinchukin Bank, The | 10,116 | $683.4K | 0.01% | −11−0.1% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,048 | $678.8K | 0.41% | +58+0.6% | Added |
| Twin Tree Management, LP | 10,003 | $675.8K | 0.01% | +10,003 | New |
| Empowered Funds, LLC | 9,892 | $668.3K | 0.02% | +9,892 | New |
| EA Series Trust | 9,892 | $668.3K | 0.02% | +9,892 | New |
| Pinnacle Financial Partners Inc | 9,850 | $665.5K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 9,836 | $664.6K | 0.00% | +1,070+12.2% | Added |
| HBK Sorce Advisory LLC | 9,740 | $658.0K | 0.03% | +4,900+101.2% | Added |
| Arbor Capital Management Inc | 9,610 | $658.0K | 0.51% | +145+1.5% | Added |
| SageView Advisory Group, LLC | 9,710 | $656.0K | 0.04% | +3,480+55.9% | Added |
| JustInvest LLC | 9,679 | $653.9K | 0.02% | −59−0.6% | Reduced |
| First National Trust Co | 9,628 | $650.5K | 0.03% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 9,532 | $644.0K | 0.38% | −650−6.4% | Reduced |
| Samalin Investment Counsel, LLC | 9,507 | $642.3K | 0.35% | +3,587+60.6% | Added |