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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 6,557 | $406.0K | 0.00% | −100−1.5% | Reduced |
| Ignite Planners, LLC | 5,955 | $402.9K | 0.15% | −335−5.3% | Reduced |
| True North Advisors, LLC | 5,939 | $401.2K | 0.11% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,926 | $400.4K | 0.02% | −2,618−30.6% | Reduced |
| Widmann Financial Services, Inc. | 5,860 | $395.9K | 0.38% | +142+2.5% | Added |
| Jacobi Capital Management LLC | 5,826 | $393.6K | 0.04% | −147−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,780 | $390.5K | 0.07% | +898+18.4% | Added |
| Alberta Investment Management Corp | 5,700 | $385.1K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,575 | $382.6K | 0.04% | −175−3.0% | Reduced |
| Cullen Capital Management LLC | 5,655 | $382.1K | 0.00% | −1,160−17.0% | Reduced |
| Jackson Wealth Management, LLC | 5,633 | $381.0K | 0.06% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,601 | $378.4K | 0.01% | +67+1.2% | Added |
| Total Clarity Wealth Management, Inc. | 5,557 | $375.5K | 0.19% | −17,623−76.0% | Reduced |
| New England Research & Management, Inc. | 5,537 | $374.0K | 0.22% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,312 | $370.1K | 0.25% | −142−2.6% | Reduced |
| Change Path, LLC | 5,464 | $369.0K | 0.02% | +811+17.4% | Added |
| NewEdge Wealth, LLC | 5,425 | $366.5K | 0.01% | −33−0.6% | Reduced |
| Raub Brock Capital Management LP | 5,390 | $364.1K | 0.07% | +1,750+48.1% | Added |
| Prime Capital Investment Advisors, LLC | 5,390 | $364.1K | 0.01% | +1,274+31.0% | Added |
| Valeo Financial Advisors, LLC | 5,386 | $363.9K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,343 | $361.1K | 0.00% | +51+1.0% | Added |
| PEAK6 Investments LLC | 5,337 | $360.6K | 0.03% | −8,743−62.1% | Reduced |
| Carret Asset Management, LLC | 5,324 | $359.7K | 0.05% | −500−8.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,314 | $359.0K | 0.01% | −611−10.3% | Reduced |
| David R. Rahn & Associates Inc. | 5,289 | $357.3K | 0.17% | +66+1.3% | Added |
| Woodward Diversified Capital, LLC | 5,279 | $356.6K | 0.27% | −78−1.5% | Reduced |
| Gilbert & Cook, Inc. | 5,224 | $352.9K | 0.06% | +341+7.0% | Added |
| Cherry Tree Wealth Management, LLC | 5,187 | $350.4K | 0.10% | +5,187 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,183 | $350.0K | 0.01% | +3,102+149.1% | Added |
| International Assets Investment Management, LLC | 5,160 | $348.6K | 0.05% | −899−14.8% | Reduced |
| Advisor Partners II, LLC | 5,152 | $348.1K | 0.02% | +1,084+26.6% | Added |
| Fifth Third Bancorp | 5,131 | $346.6K | 0.00% | +403+8.5% | Added |
| Colony Group LLC | 5,113 | $345.0K | 0.00% | −180−3.4% | Reduced |
| Kowal Investment Group, LLC | 5,104 | $344.8K | 0.09% | +4+0.1% | Added |
| Basepoint Wealth LLC | 5,084 | $343.5K | 0.28% | +73+1.5% | Added |
| MV Capital Management, Inc. | 5,083 | $343.4K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 5,075 | $342.8K | 0.00% | +3,411+205.0% | Added |
| Brookstone Capital Management | 5,053 | $341.9K | 0.01% | −1,673−24.9% | Reduced |
| Summit Wealth Group, LLC | 5,047 | $341.0K | 0.14% | −378,563−98.7% | Reduced |
| Adams Asset Advisors, LLC | 5,045 | $340.8K | 0.05% | +1,181+30.6% | Added |
| Cornerstone Wealth Group, LLC | 5,029 | $339.8K | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,017 | $338.9K | 0.02% | −50−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,955 | $334.8K | 0.00% | +3,352+209.1% | Added |
| Chase Investment Counsel Corp | 4,958 | $334.0K | 0.17% | +1,845+59.3% | Added |
| Octavia Wealth Advisors, LLC | 4,836 | $331.9K | 0.07% | +4,836 | New |
| Kathmere Capital Management, LLC | 4,907 | $331.5K | 0.05% | −1,286−20.8% | Reduced |
| Joel Isaacson & Co., LLC | 4,885 | $330.0K | 0.02% | +150+3.2% | Added |
| Raleigh Capital Management Inc. | 4,862 | $328.4K | 0.16% | −192−3.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,834 | $326.6K | 0.04% | +24+0.5% | Added |
| Diligent Investors, LLC | 4,791 | $323.6K | 0.10% | +12+0.3% | Added |
| Vestcor Inc | 4,745 | $321.0K | 0.01% | −26,395−84.8% | Reduced |
| BancorpSouth Bank | 4,701 | $317.6K | 0.03% | +4,701 | New |
| Retirement Planning Co of New England, Inc. | 4,660 | $314.8K | 0.18% | +98+2.1% | Added |
| Keudell/Morrison Wealth Management | 4,657 | $314.6K | 0.09% | +263+6.0% | Added |
| Evergreen Capital Management LLC | 4,617 | $313.3K | 0.01% | −3,663−44.2% | Reduced |
| Mitchell Sinkler & Starr | 4,625 | $312.5K | 0.09% | −125−2.6% | Reduced |
| Clear Street Markets LLC | 4,600 | $311.0K | 0.13% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,596 | $310.5K | 0.02% | −1,475−24.3% | Reduced |
| Wedbush Securities Inc | 4,564 | $308.0K | 0.01% | +56+1.2% | Added |
| First Heartland Consultants, Inc. | 4,546 | $307.1K | 0.04% | −767−14.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,523 | $305.6K | 0.03% | −703−13.5% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $304.0K | 0.06% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,493 | $303.5K | 0.21% | +4,493 | New |
| Patton Albertson Miller Group, LLC | 4,492 | $303.5K | 0.06% | −1,872−29.4% | Reduced |
| BTC Capital Management, Inc. | 4,480 | $302.7K | 0.03% | +181+4.2% | Added |
| Mach-1 Financial Group, Inc. | 4,480 | $302.7K | 0.12% | −420−8.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,479 | $302.6K | 0.02% | +1,226+37.7% | Added |
| Regions Financial Corp | 4,457 | $301.1K | 0.00% | −686−13.3% | Reduced |
| Ossiam | 4,391 | $296.7K | 0.01% | +2,521+134.8% | Added |
| Verition Fund Management LLC | 4,387 | $296.4K | 0.00% | +4,387 | New |
| Kingsview Wealth Management, LLC | 4,385 | $296.2K | 0.01% | −1,003−18.6% | Reduced |
| Ancora Advisors, LLC | 4,329 | $292.5K | 0.01% | +210+5.1% | Added |
| Sound Income Strategies, LLC | 4,328 | $292.4K | 0.03% | +1,401+47.9% | Added |
| Alpha Cubed Investments, LLC | 4,300 | $290.5K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,272 | $288.6K | 0.10% | −2,107−33.0% | Reduced |
| Garrison Asset Management, LLC | 4,243 | $286.7K | 0.17% | +3+0.1% | Added |
| Bridgewealth Advisory Group, LLC | 4,238 | $286.3K | 0.47% | −260−5.8% | Reduced |
| Vishria Bird Financial Group, LLC | 4,240 | $286.0K | 0.17% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,220 | $285.1K | 0.10% | −214−4.8% | Reduced |
| MetLife Investment Management | 4,199 | $283.7K | 0.00% | −125−2.9% | Reduced |
| Clearview Wealth Advisors LLC | 4,182 | $282.5K | 0.29% | −65−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $281.3K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,143 | $279.9K | 0.05% | +400+10.7% | Added |
| Avantax Planning Partners, Inc. | 4,139 | $279.6K | 0.01% | +312+8.2% | Added |
| Cambria Investment Management, L.P. | 4,123 | $278.6K | 0.02% | −434−9.5% | Reduced |
| Parsons Capital Management Inc | 4,100 | $277.0K | 0.02% | −200−4.7% | Reduced |
| HM Payson & Co | 4,086 | $276.1K | 0.01% | +700+20.7% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $276.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,054 | $274.3K | 0.04% | −3,175−43.9% | Reduced |
| Pathstone Family Office, LLC | 3,877 | $270.9K | 0.00% | +673+21.0% | Added |
| Monterey Private Wealth, Inc. | 3,983 | $269.1K | 0.13% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 3,971 | $268.3K | 0.20% | +32+0.8% | Added |
| Herbst Group, LLC | 3,950 | $266.9K | 0.18% | −7,650−65.9% | Reduced |
| Evanson Asset Management, LLC | 3,942 | $266.3K | 0.03% | +75+1.9% | Added |
| Coppell Advisory Solutions LLC | 3,940 | $266.1K | 0.08% | +104+2.7% | Added |
| Viawealth, LLC | 3,928 | $265.4K | 0.20% | +3,928 | New |
| LVW Advisors, LLC | 3,905 | $263.8K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,893 | $263.0K | 0.07% | −718−15.6% | Reduced |
| Inspire Advisors, LLC | 3,890 | $262.8K | 0.05% | −780−16.7% | Reduced |
| Detalus Advisors, LLC | 3,889 | $262.7K | 0.12% | −694−15.1% | Reduced |