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 2024
Institutional positions in W. P. Carey Inc. as of Jun 30, 2024. 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
- 784
- +21 vs. Q1 2024
- Shares held
- 148.0M
- −5.56M (−3.6%) vs. Q1 2024
- Total value
- $8.16B
- −$522.1M (−6.0%) vs. Q1 2024
- New holders
- 84
- 266 more added
- Sold out
- 63
- 301 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 2 | $111 | 0.00% | +2 | New |
| Scarborough Advisors, LLC | 4 | $220 | 0.00% | +4 | New |
| Strategic Investment Solutions, Inc. | 4 | $231 | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 6 | $330 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 10 | $551 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $730 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $771 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 23 | $1.27K | 0.00% | +23 | New |
| Caitlin John, LLC | 27 | $1.47K | 0.00% | +1+3.8% | Added |
| Abich Financial Wealth Management LLC | 27 | $1.51K | 0.00% | −1,456−98.2% | Reduced |
| Park Place Capital Corp | 28 | $1.54K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 29 | $1.60K | 0.00% | +29 | New |
| Eukles Asset Management | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $1.76K | 0.00% | +32 | New |
| Zions Bancorporation, N.A. | 33 | $1.82K | 0.00% | −4−10.8% | Reduced |
| Insight Financial Services | 48 | $2.64K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 49 | $2.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | +23+74.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 58 | $3.19K | 0.00% | +58 | New |
| Fortitude Family Office, LLC | 64 | $3.52K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 65 | $3.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 87 | $4.79K | 0.00% | +6+7.4% | Added |
| Signature Resources Capital Management, LLC | 91 | $5.01K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 92 | $5.07K | 0.00% | −86−48.3% | Reduced |
| Clearstead Advisors, LLC | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $5.50K | 0.00% | +22+28.2% | Added |
| Wetzel Investment Advisors, Inc. | 100 | $5.64K | 0.00% | +100 | New |
| Carmichael Hill & Associates, Inc. | 104 | $5.73K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $6.61K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $6.83K | 0.00% | −9−6.8% | Reduced |
| Rosenberg Matthew Hamilton | 129 | $7.05K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 129 | $7.10K | 0.00% | −336−72.3% | Reduced |
| Meeder Asset Management Inc | 129 | $7.10K | 0.00% | +129 | New |
| Mather Group, LLC. | 130 | $7.34K | 0.00% | +99+319.4% | Added |
| Blume Capital Management, Inc. | 134 | $7.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $8.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $8.26K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $8.59K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 164 | $9.03K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 166 | $9.15K | 0.00% | −16−8.8% | Reduced |
| Cornerstone Planning Group LLC | 178 | $9.92K | 0.00% | −11−5.8% | Reduced |
| M&R Capital Management Inc | 182 | $10.0K | 0.00% | +3+1.7% | Added |
| Cape Investment Advisory, Inc. | 187 | $10.3K | 0.00% | +3+1.6% | Added |
| Private Wealth Management Group, LLC | 189 | $10.4K | 0.00% | +170+894.7% | Added |
| Davis Capital Management | 191 | $10.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 200 | $11.0K | 0.00% | +200 | New |
| NCP Inc. | 206 | $11.3K | 0.01% | +3+1.5% | Added |
| Venturi Wealth Management, LLC | 207 | $11.4K | 0.00% | +88+73.9% | Added |
| Opal Wealth Advisors, LLC | 209 | $11.5K | 0.00% | −442−67.9% | Reduced |
| Matrix Trust Co | 222 | $12.0K | 0.00% | +7+3.3% | Added |
| DiNuzzo Private Wealth, Inc. | 227 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 230 | $12.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 231 | $12.7K | 0.00% | −735−76.1% | Reduced |
| Parkside Financial Bank & Trust | 233 | $12.8K | 0.00% | +46+24.6% | Added |
| TD Private Client Wealth LLC | 237 | $13.0K | 0.00% | +205+640.6% | Added |
| NewSquare Capital LLC | 256 | $14.1K | 0.00% | −38−12.9% | Reduced |
| VitalStone Financial, LLC | 263 | $14.5K | 0.01% | +4+1.5% | Added |
| SWS Partners | 274 | $15.1K | 0.00% | +274 | New |
| Triad Wealth Partners, LLC | 274 | $15.1K | 0.01% | +274 | New |
| Johnson Financial Group, Inc. | 270 | $15.1K | 0.00% | +270 | New |
| Bokf, NA | 283 | $15.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 285 | $15.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 298 | $16.4K | 0.01% | +298 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $16.5K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 307 | $17.2K | 0.00% | +307 | New |
| Nemes Rush Group LLC | 331 | $18.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 328 | $18.3K | 0.00% | +94+40.2% | Added |
| Coastal Investment Advisors, Inc. | 344 | $18.9K | 0.00% | +5+1.5% | Added |
| Robbins Farley LLC | 345 | $19.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 348 | $19.2K | 0.00% | −373−51.7% | Reduced |
| Thompson Investment Management, Inc. | 349 | $19.2K | 0.00% | −87−20.0% | Reduced |
| Richard W. Paul & Associates, LLC | 370 | $20.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 410 | $22.0K | 0.00% | +61+17.5% | Added |
| ESL Trust Services, LLC | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $22.1K | 0.00% | −198−33.0% | Reduced |
| First United Bank Trust | 415 | $22.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 422 | $23.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 463 | $25.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 478 | $26.3K | 0.01% | +99+26.1% | Added |
| Massmutual Trust Co FSB | 479 | $26.4K | 0.00% | +231+93.1% | Added |
| Allspring Global Investments Holdings, LLC | 483 | $26.6K | 0.00% | +453+1,510.0% | Added |
| Gradient Investments LLC | 489 | $26.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 493 | $27.1K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 502 | $27.6K | 0.00% | +502 | New |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 543 | $29.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 545 | $30.0K | 0.00% | −127−18.9% | Reduced |
| Wolff Wiese Magana LLC | 555 | $30.5K | 0.02% | +2+0.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 558 | $30.7K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 560 | $30.8K | 0.01% | +357+175.9% | Added |