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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 3,850 | $260.1K | 0.03% | +130+3.5% | Added |
| Van Hulzen Asset Management, LLC | 3,849 | $260.0K | 0.02% | −162−4.0% | Reduced |
| PFG Investments, LLC | 3,817 | $257.9K | 0.05% | −1,016−21.0% | Reduced |
| Snowden Capital Advisors LLC | 3,809 | $257.3K | 0.01% | −27−0.7% | Reduced |
| Plancorp, LLC | 3,797 | $256.5K | 0.01% | +2+0.1% | Added |
| Teamwork Financial Advisors, LLC | 3,779 | $255.3K | 0.04% | −1,772−31.9% | Reduced |
| Capital Planning Advisors, LLC | 3,746 | $253.1K | 0.05% | +50+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,714 | $250.9K | 0.01% | +3,714 | New |
| Fundamentun, LLC | 3,701 | $250.1K | 0.04% | −286−7.2% | Reduced |
| Arkadios Wealth Advisors | 3,698 | $249.9K | 0.03% | −1,013−21.5% | Reduced |
| BFT Financial Group, LLC | 3,697 | $249.8K | 0.03% | −117−3.1% | Reduced |
| Proequities, Inc. | 3,620 | $248.5K | 0.02% | −514−12.4% | Reduced |
| TTP Investments, Inc. | 3,678 | $248.5K | 0.17% | −79−2.1% | Reduced |
| Silverlake Wealth Management LLC | 3,660 | $247.2K | 0.14% | +2+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 3,640 | $245.9K | 0.02% | +617+20.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 3,613 | $244.1K | 0.12% | +328+10.0% | Added |
| New York Life Investment Management LLC | 3,603 | $243.4K | 0.00% | −137−3.7% | Reduced |
| Banque Cantonale Vaudoise | 3,600 | $243.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,565 | $240.9K | 0.01% | +960+36.9% | Added |
| Essex Savings Bank | 3,564 | $240.8K | 0.08% | +164+4.8% | Added |
| Fortitude Advisory Group L.L.C. | 3,560 | $240.5K | 0.18% | −117−3.2% | Reduced |
| Churchill Management Corp | 3,557 | $240.3K | 0.00% | +3,557 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,544 | $239.4K | 0.01% | −24,604−87.4% | Reduced |
| Armstrong Advisory Group, Inc | 3,539 | $239.1K | 0.03% | +1,000+39.4% | Added |
| Accurate Wealth Management, LLC | 3,397 | $235.3K | 0.07% | +162+5.0% | Added |
| L.M. Kohn & Company | 3,461 | $233.8K | 0.09% | −2,000−36.6% | Reduced |
| Level Four Advisory Services, LLC | 3,450 | $233.1K | 0.01% | +65+1.9% | Added |
| Moneta Group Investment Advisors LLC | 3,417 | $230.9K | 0.01% | −813−19.2% | Reduced |
| ORG Partners LLC | 3,262 | $223.4K | 0.04% | +3,262 | New |
| Aptus Capital Advisors, LLC | 3,281 | $221.7K | 0.01% | −368−10.1% | Reduced |
| Archetype Wealth Partners | 3,276 | $221.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 3,261 | $220.3K | 0.00% | −10.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,251 | $219.7K | 0.04% | +26+0.8% | Added |
| Pure Financial Advisors, Inc. | 3,209 | $216.8K | 0.01% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 3,200 | $216.2K | 0.17% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 3,192 | $215.6K | 0.16% | +41+1.3% | Added |
| Morris Retirement Advisors, LLC | 3,182 | $215.0K | 0.15% | +388+13.9% | Added |
| Strategic Blueprint, LLC | 3,163 | $213.7K | 0.02% | +80+2.6% | Added |
| Old National Bancorp | 3,162 | $213.6K | 0.01% | −2,620−45.3% | Reduced |
| Maven Securities LTD | 3,154 | $213.1K | 0.03% | +3,154 | New |
| Valmark Advisers, Inc. | 3,135 | $211.8K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,105 | $209.8K | 0.01% | −4,123−57.0% | Reduced |
| Schnieders Capital Management LLC | 3,082 | $208.2K | 0.04% | 00.0% | Unchanged |
| Tobam | 3,062 | $207.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,024 | $204.3K | 0.01% | +3,024 | New |
| Intelligence Driven Advisers, LLC | 3,000 | $204.1K | 0.04% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 3,000 | $202.7K | 0.07% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,995 | $202.3K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,964 | $200.2K | 0.05% | −132−4.3% | Reduced |
| Glassman Wealth Services | 2,962 | $200.1K | 0.03% | −689−18.9% | Reduced |
| Savant Capital, LLC | 2,961 | $200.0K | 0.00% | +2,961 | New |
| Focused Wealth Management, Inc | 2,944 | $198.9K | 0.04% | +17+0.6% | Added |
| Register Financial Advisors LLC | 2,911 | $196.7K | 0.14% | +3+0.1% | Added |
| Washington Trust Co | 2,888 | $195.1K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,827 | $191.0K | 0.04% | +8+0.3% | Added |
| Harbour Investments, Inc. | 2,818 | $190.4K | 0.01% | −1,993−41.4% | Reduced |
| Motco | 2,805 | $189.5K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,800 | $189.2K | 0.11% | +2,800 | New |
| Bourgeon Capital Management LLC | 2,796 | $188.9K | 0.04% | +2,796 | New |
| Signaturefd, LLC | 2,781 | $187.9K | 0.00% | −441−13.7% | Reduced |
| Sunbelt Securities, Inc. | 2,709 | $183.0K | 0.03% | −133−4.7% | Reduced |
| PSI Advisors, LLC | 2,707 | $182.9K | 0.08% | +1,081+66.5% | Added |
| Central Trust Co | 2,609 | $176.3K | 0.00% | +1,060+68.4% | Added |
| AllSquare Wealth Management LLC | 2,540 | $174.4K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,466 | $166.6K | 0.02% | −29−1.2% | Reduced |
| Tradition Wealth Management, LLC | 2,408 | $163.0K | 0.02% | −74−3.0% | Reduced |
| IFP Advisors, Inc | 2,770 | $159.7K | 0.01% | −447−13.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,283 | $154.2K | 0.07% | +2,283 | New |
| North Star Investment Management Corp. | 2,158 | $145.8K | 0.01% | +310+16.8% | Added |
| Lindbrook Capital, LLC | 2,146 | $145.0K | 0.02% | −22−1.0% | Reduced |
| Sandy Spring Bank | 2,140 | $144.6K | 0.01% | −100−4.5% | Reduced |
| Parallel Advisors, LLC | 2,132 | $144.1K | 0.00% | +257+13.7% | Added |
| Pin Oak Investment Advisors Inc | 2,100 | $144.0K | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 2,124 | $143.5K | 0.01% | +10.0% | Added |
| Horan Securities, Inc. | 2,045 | $138.2K | 0.06% | +57+2.9% | Added |
| Bangor Savings Bank | 2,000 | $135.1K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,926 | $132.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,939 | $131.1K | 0.01% | +432+28.7% | Added |
| American International Group, Inc. | 1,889 | $127.6K | 0.00% | −212−10.1% | Reduced |
| Kelly Financial Services LLC | 1,784 | $120.5K | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,781 | $120.3K | 0.01% | −19,782−91.7% | Reduced |
| Baystate Wealth Management LLC | 1,776 | $120.0K | 0.01% | −414−18.9% | Reduced |
| NewSquare Capital LLC | 1,600 | $108.1K | 0.01% | −80,464−98.1% | Reduced |
| Cedar Wealth Management, LLC | 1,500 | $101.3K | 0.04% | +700+87.5% | Added |
| Financial Management Professionals, Inc. | 1,483 | $100.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,412 | $95.4K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,376 | $93.0K | 0.03% | +231+20.2% | Added |
| TD Waterhouse Canada Inc. | 1,353 | $92.6K | 0.00% | +753+125.5% | Added |
| Institutional & Family Asset Management, LLC | 1,319 | $89.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,308 | $88.4K | 0.07% | +2+0.2% | Added |
| Logan Capital Management Inc | 1,300 | $87.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,262 | $85.3K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 1,244 | $84.0K | 0.01% | −320−20.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,238 | $83.7K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,208 | $81.6K | 0.01% | +313+35.0% | Added |
| Tyler-Stone Wealth Management | 1,200 | $81.0K | 0.05% | +1,200 | New |
| Caldwell Trust Co | 1,150 | $77.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,135 | $77.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,126 | $76.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,100 | $74.3K | 0.00% | 00.0% | Unchanged |