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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 9,492 | $641.0K | 0.06% | −5,484−36.6% | Reduced |
| Lincoln National Corp | 9,445 | $638.1K | 0.01% | −2,859−23.2% | Reduced |
| Campbell Wealth Management | 9,433 | $637.0K | 0.08% | +1,577+20.1% | Added |
| Eldridge Investment Advisors, Inc. | 9,300 | $628.0K | 0.21% | −500−5.1% | Reduced |
| Insight Wealth Partners, LLC | 9,242 | $624.4K | 0.52% | 00.0% | Unchanged |
| Prudential PLC | 9,229 | $623.5K | 0.01% | −2,267−19.7% | Reduced |
| Austin Private Wealth, LLC | 9,039 | $610.7K | 0.09% | −5,438−37.6% | Reduced |
| Manufacturers Life Insurance Company, The | 9,039 | $610.7K | 0.00% | −195−2.1% | Reduced |
| BFSG, LLC | 9,015 | $609.0K | 0.10% | +5,979+196.9% | Added |
| Capital Investment Advisory Services, LLC | 9,004 | $608.3K | 0.06% | +156+1.8% | Added |
| E. Ohman J:or Asset Management AB | 9,000 | $608.0K | 0.02% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 8,945 | $604.3K | 0.02% | −85−0.9% | Reduced |
| DFPG Investments, LLC | 8,524 | $602.5K | 0.05% | −13,691−61.6% | Reduced |
| Per Stirling Capital Management, LLC. | 8,796 | $594.3K | 0.12% | +114+1.3% | Added |
| Ayrshire Capital Management LLC | 8,408 | $585.9K | 0.37% | +260+3.2% | Added |
| We Are One Seven, LLC | 8,658 | $584.9K | 0.05% | +1,052+13.8% | Added |
| Penserra Capital Management LLC | 8,587 | $578.0K | 0.01% | +1,091+14.6% | Added |
| Concord Wealth Partners | 8,538 | $576.8K | 0.12% | +1,493+21.2% | Added |
| Family Legacy, Inc. | 8,500 | $574.3K | 0.23% | +161+1.9% | Added |
| Thoroughbred Financial Services, LLC | 8,437 | $570.0K | 0.07% | −1,664−16.5% | Reduced |
| Kovack Advisors, Inc. | 8,400 | $567.5K | 0.07% | +30.0% | Added |
| Triumph Capital Management | 8,247 | $566.0K | 0.26% | +8,247 | New |
| Empower Advisory Group, LLC | 8,326 | $562.5K | 0.00% | +995+13.6% | Added |
| Virtue Capital Management, LLC | 8,191 | $562.1K | 0.10% | +911+12.5% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $557.6K | 0.23% | 00.0% | Unchanged |
| Burney Co | 8,244 | $556.9K | 0.03% | +8,244 | New |
| TD Private Client Wealth LLC | 8,226 | $555.7K | 0.02% | −39−0.5% | Reduced |
| Glenmede Trust Co NA | 7,123 | $551.7K | 0.00% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 8,145 | $550.3K | 0.04% | −703−7.9% | Reduced |
| UMA Financial Services, Inc. | 7,977 | $546.7K | 0.14% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 8,085 | $546.0K | 0.25% | −2,625−24.5% | Reduced |
| Machina Capital S.A.S. | 8,072 | $545.3K | 0.31% | +5,043+166.5% | Added |
| Axxcess Wealth Management, LLC | 8,066 | $544.9K | 0.04% | −312−3.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,052 | $544.1K | 0.12% | −950−10.6% | Reduced |
| Intech Investment Management LLC | 7,975 | $538.8K | 0.01% | −9,257−53.7% | Reduced |
| Optimum Investment Advisors | 7,907 | $534.2K | 0.26% | 00.0% | Unchanged |
| First Manhattan Co | 7,900 | $533.7K | 0.00% | −800−9.2% | Reduced |
| 360 Financial, Inc. | 7,899 | $533.6K | 0.28% | −28−0.4% | Reduced |
| Lazard Asset Management LLC | 7,845 | $529.0K | 0.00% | +1,482+23.3% | Added |
| Columbia Asset Management | 7,805 | $527.0K | 0.11% | +150+2.0% | Added |
| Fisher Asset Management, LLC | 7,704 | $520.5K | 0.00% | +1,230+19.0% | Added |
| Berger Financial Group, Inc | 7,654 | $517.1K | 0.06% | −550−6.7% | Reduced |
| Resources Investment Advisors, LLC. | 7,651 | $516.9K | 0.01% | +137+1.8% | Added |
| Bridgefront Capital, LLC | 7,594 | $513.1K | 0.28% | +918+13.8% | Added |
| Assetmark, Inc | 7,502 | $506.8K | 0.00% | −809−9.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,438 | $502.5K | 0.40% | +12+0.2% | Added |
| Xponance, Inc. | 7,428 | $501.8K | 0.01% | +58+0.8% | Added |
| Sawtooth Solutions, LLC | 7,396 | $499.7K | 0.01% | −102−1.4% | Reduced |
| Bleakley Financial Group, LLC | 7,396 | $499.7K | 0.02% | −102−1.4% | Reduced |
| Dudley Capital Management, LLC | 7,375 | $498.3K | 0.33% | −1,225−14.2% | Reduced |
| Wetherby Asset Management Inc | 7,342 | $496.0K | 0.03% | −125−1.7% | Reduced |
| GWM Advisors LLC | 7,277 | $491.6K | 0.01% | −6,254−46.2% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $486.4K | 0.29% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 7,200 | $486.0K | 0.00% | −191,900−96.4% | Reduced |
| Gallacher Capital Management LLC | 7,158 | $483.6K | 0.28% | +641+9.8% | Added |
| Insight 2811, Inc. | 7,147 | $482.9K | 0.26% | −554−7.2% | Reduced |
| Ethic Inc. | 7,097 | $479.5K | 0.02% | +441+6.6% | Added |
| Jump Financial, LLC | 7,018 | $474.1K | 0.02% | −66,736−90.5% | Reduced |
| Philadelphia Trust Co | 7,000 | $473.0K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,993 | $472.4K | 0.01% | +8+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,930 | $468.0K | 0.02% | −34−0.5% | Reduced |
| Achmea Investment Management B.V. | 6,891 | $466.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,874 | $464.4K | 0.04% | −204−2.9% | Reduced |
| Boston Private Wealth LLC | 6,828 | $461.3K | 0.01% | −469−6.4% | Reduced |
| Kaizen Financial Strategies | 6,651 | $460.3K | 0.39% | +270+4.2% | Added |
| Madden Securities Corp | 6,790 | $458.7K | 0.23% | −210−3.0% | Reduced |
| Daymark Wealth Partners, LLC | 6,777 | $457.9K | 0.03% | −1,000−12.9% | Reduced |
| Symphony Financial, Ltd. Co. | 6,772 | $457.5K | 0.11% | −266−3.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,767 | $457.2K | 0.06% | +148+2.2% | Added |
| Mirador Capital Partners LP | 6,746 | $455.7K | 0.11% | +111+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 6,728 | $454.5K | 0.08% | −144−2.1% | Reduced |
| EP Wealth Advisors, LLC | 614,659 | $454.1K | 0.01% | +590,448+2,438.8% | Added |
| Highlander Capital Management, LLC | 6,725 | $454.0K | 0.21% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 6,707 | $453.1K | 0.15% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,658 | $449.8K | 0.02% | +1,180+21.5% | Added |
| Capital Investment Advisors, LLC | 6,646 | $449.0K | 0.01% | −113−1.7% | Reduced |
| Wealthspan Partners, LLC | 6,597 | $445.7K | 0.35% | −1,628−19.8% | Reduced |
| Intrua Financial, LLC | 6,582 | $444.7K | 0.08% | +1,806+37.8% | Added |
| Monument Capital Management | 6,581 | $444.6K | 0.14% | −8,051−55.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,546 | $442.2K | 0.12% | +486+8.0% | Added |
| Metropolitan Life Insurance Co | 6,534 | $441.4K | 0.02% | +40+0.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,507 | $440.0K | 0.43% | +162+2.6% | Added |
| Transatlantique Private Wealth LLC | 6,497 | $438.9K | 0.23% | +289+4.7% | Added |
| Harrell Investment Partners, LLC | 6,430 | $434.4K | 0.15% | +6,430 | New |
| Redwood Financial Network Corp | 6,403 | $432.6K | 0.41% | −21−0.3% | Reduced |
| Avion Wealth | 6,371 | $430.0K | 0.11% | +10.0% | Added |
| LexAurum Advisors, LLC | 6,358 | $429.5K | 0.13% | −348−5.2% | Reduced |
| Elequin Capital LP | 6,328 | $427.5K | 0.22% | +6,328 | New |
| Oppenheimer & Co Inc | 6,320 | $427.0K | 0.01% | +2,932+86.5% | Added |
| Allen Capital Group, LLC | 6,278 | $424.1K | 0.08% | −720−10.3% | Reduced |
| Archer Investment Corp | 6,268 | $423.5K | 0.15% | −1,285−17.0% | Reduced |
| M Holdings Securities, Inc. | 6,242 | $422.0K | 0.09% | −15,800−71.7% | Reduced |
| Desjardins Global Asset Management Inc. | 6,226 | $420.6K | 0.05% | +6,226 | New |
| Beverly Hills Private Wealth, LLC | 6,216 | $413.1K | 0.07% | +2,645+74.1% | Added |
| Kingswood Wealth Advisors, LLC | 6,105 | $412.5K | 0.13% | +6,105 | New |
| Bessemer Group Inc | 6,067 | $410.0K | 0.00% | −5,228−46.3% | Reduced |
| Benedetti & Gucer, Inc. | 6,074 | $410.0K | 0.21% | +50+0.8% | Added |
| Matisse Capital | 6,063 | $409.6K | 0.25% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 6,051 | $408.8K | 0.06% | −1,021−14.4% | Reduced |
| MAI Capital Management | 6,036 | $407.8K | 0.01% | +188+3.2% | Added |