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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,084 | $73.2K | 0.01% | +328+43.4% | Added |
| St Germain D J Co Inc | 992 | $67.0K | 0.00% | +992 | New |
| Independence Bank of Kentucky | 980 | $66.2K | 0.03% | +980 | New |
| Hanson & Doremus Investment Management | 983 | $66.0K | 0.01% | −474−32.5% | Reduced |
| Key Financial Inc | 962 | $65.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 940 | $63.5K | 0.01% | −34−3.5% | Reduced |
| Chilton Capital Management LLC | 939 | $63.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 921 | $62.2K | 0.01% | −51−5.2% | Reduced |
| Capital Analysts, LLC | 910 | $62.0K | 0.00% | +6+0.7% | Added |
| Ronald Blue Trust, Inc. | 756 | $59.0K | 0.00% | −121−13.8% | Reduced |
| Princeton Global Asset Management LLC | 869 | $58.7K | 0.02% | 00.0% | Unchanged |
| Certified Advisory Corp | 869 | $58.7K | 0.01% | −793−47.7% | Reduced |
| Ci Investments Inc. | 839 | $57.0K | 0.00% | −8−0.9% | Reduced |
| Baldwin Brothers Inc | 800 | $54.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 796 | $53.8K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 788 | $53.0K | 0.00% | −11−1.4% | Reduced |
| Heritage Wealth Advisors | 752 | $50.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 750 | $50.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 740 | $50.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 740 | $50.0K | 0.03% | +740 | New |
| Barrett & Company, Inc. | 702 | $47.4K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $47.3K | 0.02% | +216+44.6% | Added |
| Alta Advisers Ltd | 700 | $47.3K | 0.03% | +700 | New |
| Tortoise Investment Management, LLC | 697 | $47.1K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 681 | $46.0K | 0.03% | +681 | New |
| City State Bank | 682 | $46.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $45.9K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 677 | $45.7K | 0.02% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 653 | $44.1K | 0.04% | +653 | New |
| McIlrath & Eck, LLC | 641 | $43.3K | 0.01% | +112+21.2% | Added |
| Retirement Group, LLC | 640 | $43.2K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 623 | $42.0K | 0.02% | +9+1.5% | Added |
| ICA Group Wealth Management, LLC | 600 | $40.5K | 0.01% | −161−21.2% | Reduced |
| Paladin Advisory Group, LLC | 598 | $40.4K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $39.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $39.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 574 | $38.8K | 0.02% | +574 | New |
| PCA Investment Advisory Services Inc. | 570 | $38.5K | 0.02% | +570 | New |
| Farther Finance Advisors, LLC | 556 | $37.6K | 0.01% | −12−2.1% | Reduced |
| Wolff Wiese Magana LLC | 550 | $37.2K | 0.03% | +100+22.2% | Added |
| Fiduciary Alliance LLC | 546 | $36.9K | 0.01% | +546 | New |
| Ritter Daniher Financial Advisory LLC | 543 | $36.7K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 532 | $36.2K | 0.01% | −469−46.9% | Reduced |
| Perkins Coie Trust Co | 526 | $35.5K | 0.01% | +526 | New |
| Sutton Wealth Advisors Inc. | 519 | $35.1K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 514 | $34.7K | 0.00% | −2−0.4% | Reduced |
| Resurgent Financial Advisors LLC | 509 | $34.4K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 489 | $33.0K | 0.00% | −271−35.7% | Reduced |
| Beacon Capital Management, LLC | 465 | $31.4K | 0.01% | −166−26.3% | Reduced |
| Hexagon Capital Partners LLC | 422 | $28.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 420 | $28.4K | 0.02% | +342+438.5% | Added |
| Tompkins Financial Corp | 406 | $27.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $26.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 379 | $25.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 363 | $24.5K | 0.01% | +91+33.5% | Added |
| Thompson Investment Management, Inc. | 349 | $23.6K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 345 | $23.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 331 | $22.4K | 0.00% | +331 | New |
| Fairfield, Bush & Co. | 325 | $22.0K | 0.01% | +325 | New |
| Harvest Fund Management Co., Ltd | 302 | $20.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 259 | $20.0K | 0.01% | +259 | New |
| Trust Co of Vermont | 291 | $19.7K | 0.00% | +291 | New |
| GHP Investment Advisors, Inc. | 285 | $19.1K | 0.00% | +285 | New |
| Blume Capital Management, Inc. | 268 | $18.1K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 270 | $18.0K | 0.01% | +150+125.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 258 | $17.4K | 0.00% | +3+1.2% | Added |
| JNBA Financial Advisors | 250 | $16.9K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 250 | $16.9K | 0.00% | −14−5.3% | Reduced |
| Ameliora Wealth Management Ltd. | 230 | $15.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 227 | $15.3K | 0.01% | +179+372.9% | Added |
| Core Wealth Advisors, Inc. | 225 | $15.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 224 | $15.1K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 200 | $13.5K | 0.00% | +200 | New |
| First Command Financial Services, Inc. | 200 | $13.5K | 0.00% | +200 | New |
| Citizens National Bank Trust Department | 195 | $13.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 188 | $13.0K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 190 | $12.8K | 0.01% | +190 | New |
| Private Ocean, LLC | 178 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 172 | $11.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 168 | $11.4K | 0.00% | −132−44.0% | Reduced |
| Endurance Wealth Management, Inc. | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 158 | $10.7K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 147 | $9.00K | 0.00% | −305−67.5% | Reduced |
| Bell Investment Advisors, Inc | 133 | $8.99K | 0.00% | +22+19.8% | Added |
| Red Tortoise LLC | 132 | $8.92K | 0.01% | +132 | New |
| Rosenberg Matthew Hamilton | 129 | $8.71K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $8.11K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $7.70K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $7.36K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $7.03K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $6.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $6.69K | 0.00% | −62−38.5% | Reduced |
| Zions Bancorporation, N.A. | 89 | $6.01K | 0.00% | +30+50.8% | Added |
| Parkside Financial Bank & Trust | 71 | $4.80K | 0.00% | +57+407.1% | Added |