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 |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 53 | $3.57K | 0.00% | +1+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 48 | $3.29K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $3.24K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 47 | $3.17K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 29 | $1.96K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $1.91K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 25 | $1.69K | 0.00% | +25 | New |
| Baker Avenue Asset Management, LP | 22 | $1.49K | 0.00% | +22 | New |
| Live Oak Investment Partners | – | $1.35K | 0.00% | – | New |
| Bogart Wealth, LLC | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.10K | 0.00% | +5+45.5% | Added |
| Resources Management Corp | 20 | $1.00K | 0.00% | −17,780−99.9% | Reduced |
| Raffa Wealth Management, LLC | 14 | $946 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $406 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $406 | 0.00% | +6 | New |
| Abound Wealth Management | 4 | $271 | 0.00% | +4 | New |
| Silicon Valley Capital Partners | 0 | $20 | 0.00% | 0 | Unchanged |
| Bollard Group LLC | 5 | $0 | 0.00% | +5 | New |
| Capital World Investors | 0 | $0 | 0.00% | −2,601,691−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −410,199−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −189,500−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −68,429−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −64,138−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −55,523−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −49,848−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −40,234−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −31,231−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −27,275−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −22,892−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −15,328−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,930−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −12,992−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,482−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,669−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −7,939−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Nvest Financial, LLC | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −6,578−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −6,158−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,651−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −5,058−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −4,064−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| Signature Wealth Management Partners, LLC | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| Long Run Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| Allied Investment Advisors, LLC | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Dominguez Wealth Management Solutions, Inc. | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Unionview, LLC | 0 | $0 | 0.00% | −2,853−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Allie Family Office LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Prism Advisors, Inc. | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| SignalPoint Asset Management, LLC | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −2,635−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| Touchstone Capital, Inc. | 0 | $0 | 0.00% | −2,584−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Dougherty Wealth Advisers LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |