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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.

Q2 2024 vs. Q1 2024

How the institutions holding W. P. Carey Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of WPC: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders77310784+21
Shares154.1M500.2K148.0M−5.56M (−3.6%)
Value$8.71B$28.2M$8.16B−$522.1M (−6.0%)

10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held W. P. Carey Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to WPC in Q2 2024
InstitutionSharesValue% of portfolio
Waterfront Capital Partners, LLC463,979$25.5M3.28%
Corebridge Financial, Inc.276,770$15.2M0.08%
Weiss Asset Management LP216,064$11.9M0.57%
Susquehanna Fundamental Investments, LLC166,656$9.17M0.21%
Mirae Asset Global ETFs Holdings Ltd.121,061$6.66M0.02%
Cubist Systematic Strategies, LLC88,388$4.87M0.08%
Millennium Management LLC73,435$4.04M0.00%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)70,434$3.88M0.04%
Neo Ivy Capital Management67,424$3.71M0.73%
Caisse de Depot Et Placement du Quebec66,802$3.68M0.01%
Employees Retirement System of Texas52,000$2.86M0.03%
Ontario Teachers Pension Plan Board39,433$2.17M0.02%
Pinebridge Investments, L.P.36,537$2.01M0.02%
Sanctuary Advisors, LLC36,167$1.99M0.01%
Tredje AP-fonden33,977$1.87M0.02%
Point72 Asset Management, L.P.27,732$1.53M0.00%
Quantbot Technologies LP26,564$1.46M0.07%
Simplex Trading, LLC24,865$1.37M0.04%
Engineers Gate Manager LP24,815$1.37M0.03%
IMC-Chicago, LLC20,471$1.13M0.04%
Marex Group plc17,070$939.7K0.03%
Frank, Rimerman Advisors LLC16,881$929.3K0.07%
Y-Intercept (Hong Kong) Ltd16,530$910.0K0.05%
MBB Public Markets I LLC15,875$873.9K0.02%
Tudor Investment Corp Et Al15,613$859.5K0.01%
Pearl River Capital, LLC13,110$721.7K0.11%
Cornercap Investment Counsel Inc9,525$524.4K0.09%
CacheTech Inc.9,311$512.6K0.12%
Point72 Asia (Singapore) Pte. Ltd.7,644$420.8K0.09%
RSM US Wealth Management LLC7,634$418.4K0.01%
Omers Administration Corp7,582$417.4K0.00%
Legacy Capital Wealth Partners, LLC7,549$415.6K0.11%
Wiley Bros.-Aintree Capital, LLC7,492$412.4K0.02%
MQS Management LLC6,501$357.9K0.22%
Fifth Third Wealth Advisors LLC6,284$345.9K0.03%
Gratus Capital LLC5,899$324.7K0.01%
Applied Finance Capital Management, LLC5,884$323.9K0.01%
Greenleaf Trust5,720$314.9K0.00%
Rafferty Asset Management, LLC5,392$296.8K0.00%
SageView Advisory Group, LLC5,359$295.0K0.01%
Investment Management Corp of Ontario4,929$271.3K0.01%
Credit Agricole S A4,800$264.2K0.00%
Veriti Management LLC4,739$260.9K0.02%
Seeds Investor LLC4,165$229.3K0.12%
Coppell Advisory Solutions LLC4,090$225.2K0.04%
KPP Advisory Services LLC4,024$221.5K0.06%
Peachtree Investment Partners, LLC4,022$221.4K0.09%
Adapt Wealth Advisors, LLC3,951$217.5K0.14%
Napa Wealth Management3,938$216.8K0.15%
Nomura Holdings Inc3,909$215.2K0.00%
iA Global Asset Management Inc.3,870$213.0K0.00%
Wedbush Securities Inc3,805$209.0K0.01%
Change Path, LLC3,713$204.0K0.01%
Group One Trading, L.P.3,520$193.8K0.01%
PEAK6 Investments LLC3,373$185.7K0.01%
FIL Ltd2,961$163.0K0.00%
Catalyst Funds Management Pty Ltd1,900$104.6K0.03%
ORG Partners LLC1,825$99.9K0.01%
Fairscale Capital, LLC1,600$93.2K0.08%
Unique Wealth Strategies, LLC1,443$81.4K0.04%
Jones Financial Companies LLLP1,129$62.2K0.00%
Flputnam Investment Management Co875$48.2K0.00%
Ridgewood Investments LLC750$41.3K0.02%
Ibex Wealth Advisors716$39.4K0.01%
EdgeRock Capital LLC715$39.4K0.03%
Lynx Investment Advisory622$34.2K0.03%
Parallax Volatility Advisers, L.P.613$33.7K0.00%
Advisors Asset Management, Inc.502$27.6K0.00%
Great Lakes Retirement, Inc.307$17.2K0.00%
Financial Network Wealth Advisors LLC298$16.4K0.01%
Johnson Financial Group, Inc.270$15.1K0.00%
Triad Wealth Partners, LLC274$15.1K0.01%
SWS Partners274$15.1K0.00%
Hobbs Group Advisors, LLC200$11.0K0.00%
Meeder Asset Management Inc129$7.10K0.00%
Wetzel Investment Advisors, Inc.100$5.64K0.00%
Fortitude Family Office, LLC64$3.52K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.58$3.19K0.00%
Red Tortoise LLC32$1.76K0.00%
CVA Family Office, LLC29$1.60K0.00%
Horizon Investments, LLC23$1.27K0.00%
Strategic Investment Solutions, Inc.4$2310.00%
Scarborough Advisors, LLC4$2200.00%
TFC Financial Management2$1110.00%

Sold out (63)

Institutions that held W. P. Carey Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of WPC in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Northwood Liquid Management LP1,235,166$69.7M
American International Group, Inc.289,443$16.3M
Texas Permanent School Fund191,379$10.8M
Janney Montgomery Scott LLC172,649$9.74M
Private Capital Advisors, Inc.67,386$3.80M
Wolverine Asset Management LLC31,836$1.80M
Wealthstar Advisors, LLC18,140$1.02M
Prelude Capital Management, LLC17,776$1.00M
DoubleLine ETF Adviser LP16,709$943.1K
HGI Capital Management, LLC13,818$779.9K
Virtu Financial LLC11,701$660.0K
Entropy Technologies, LP9,760$550.9K
LVW Advisors, LLC9,747$550.1K
Lincoln National Corp8,913$503.0K
Robertson Stephens Wealth Management, LLC7,518$430.9K
Metropolitan Life Insurance Co6,752$381.1K
First City Capital Management, Inc.6,730$379.8K
Impact Partnership Wealth, LLC6,707$378.5K
Oppenheimer Asset Management Inc.6,625$373.9K
BI Asset Management Fondsmaeglerselskab A/S6,566$371.0K
Kaizen Financial Strategies6,174$348.5K
Toroso Investments, LLC6,068$342.5K
Fiera Capital Corp5,831$329.1K
Alberta Investment Management Corp5,700$321.7K
Viawealth, LLC5,202$293.6K
Level Four Advisory Services, LLC4,503$291.9K
Truvestments Capital LLC5,134$289.7K
Verition Fund Management LLC5,038$284.3K
L.M. Kohn & Company4,361$246.1K
Redwood Financial Network Corp4,319$243.8K
Venture Visionary Partners LLC4,144$233.9K
San Luis Wealth Advisors LLC4,086$231.0K
Trust Point Inc.4,015$226.6K
Gsa Capital Partners LLP3,996$226.0K
Jefferies Financial Group Inc.4,000$225.8K
Evanson Asset Management, LLC3,960$223.5K
Fortitude Advisory Group L.L.C.3,888$219.4K
Insight 2811, Inc.3,878$218.9K
New York Life Investment Management LLC3,716$209.7K
Regions Financial Corp3,623$204.5K
Monument Capital Management3,618$204.2K
Brookstone Capital Management3,595$202.9K
Flagship Harbor Advisors, LLC3,590$202.6K
Systematic Portfolios LLC2,276$201.3K
First Manhattan Co2,700$152.4K
Westpac Banking Corp2,664$150.4K
Twin Tree Management, LP2,462$139.0K
Tobam1,928$109.0K
Groupama Asset Managment1,543$87.1K
First Horizon Advisors, Inc.835$47.1K
JFS Wealth Advisors, LLC831$46.9K
Newbridge Financial Services Group, Inc.431$24.3K
EntryPoint Capital, LLC351$19.8K
Semmax Financial Advisors Inc.316$18.5K
Financial Synergies Wealth Advisors, Inc.271$15.3K
Core Wealth Advisors, Inc.225$12.7K
Citizens National Bank Trust Department195$11.0K
Boyd Watterson Asset Management LLC70$3.95K
Financial Avengers, Inc.55$3.11K
Delos Wealth Advisors, LLC30$1.67K
Tidemark, LLC18$1.02K
Castleview Partners, LLC10$564
Global Assets Advisory, LLC18,391$328

Not filed for Q2 2024 yet (10)

Institutions that held W. P. Carey Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG332,666$18.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund130,534$7.37M
Highlander Capital Management, LLC10,825$611.0K
Benedetti & Gucer, Inc.5,726$323.0K
Shell Asset Management Co5,501$303.0K
Cutler Group LP4,824$272.0K
Degroof Petercam Asset Management4,800$270.9K
Coppell Advisory Solutions Corp.4,398$248.2K
Retirement Group, LLC842$47.5K
FSA Wealth Management LLC94$5.30K