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 |
|---|---|---|---|---|---|
| Transcendent Capital Group LLC | 578 | $31.8K | 0.02% | +9+1.6% | Added |
| Montag A & Associates Inc | 570 | $31.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $32.1K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $32.7K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 608 | $33.0K | 0.01% | +9+1.5% | Added |
| Parallax Volatility Advisers, L.P. | 613 | $33.7K | 0.00% | +613 | New |
| Lynx Investment Advisory | 622 | $34.2K | 0.03% | +622 | New |
| Farther Finance Advisors, LLC | 682 | $37.2K | 0.00% | −195−22.2% | Reduced |
| Moser Wealth Advisors, LLC | 681 | $37.5K | 0.02% | 00.0% | Unchanged |
| City State Bank | 682 | $37.5K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 683 | $37.6K | 0.01% | +121+21.5% | Added |
| State of Wyoming | 688 | $37.9K | 0.01% | −31−4.3% | Reduced |
| Tortoise Investment Management, LLC | 697 | $38.4K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $38.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 700 | $38.5K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 709 | $39.0K | 0.01% | −1,136−61.6% | Reduced |
| EdgeRock Capital LLC | 715 | $39.4K | 0.03% | +715 | New |
| Ibex Wealth Advisors | 716 | $39.4K | 0.01% | +716 | New |
| Register Financial Advisors LLC | 718 | $39.5K | 0.02% | −1,574−68.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 740 | $40.7K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 750 | $41.3K | 0.02% | +750 | New |
| AdvisorNet Financial, Inc | 831 | $45.7K | 0.00% | +44+5.6% | Added |
| Bangor Savings Bank | 850 | $46.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 859 | $47.3K | 0.00% | +29+3.5% | Added |
| Princeton Global Asset Management LLC | 869 | $47.8K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 875 | $48.2K | 0.00% | +875 | New |
| Independence Bank of Kentucky | 880 | $48.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 891 | $49.5K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 914 | $50.0K | 0.01% | −5−0.5% | Reduced |
| Bare Financial Services, Inc | 865 | $50.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 927 | $51.0K | 0.01% | +41+4.6% | Added |
| Umb Bank N A | 939 | $51.7K | 0.00% | +108+13.0% | Added |
| Capital Analysts, LLC | 937 | $52.0K | 0.00% | +7+0.8% | Added |
| Central Pacific Bank - Trust Division | 961 | $52.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 962 | $53.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 946 | $53.4K | 0.00% | +675+249.1% | Added |
| St Germain D J Co Inc | 992 | $54.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $55.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,078 | $59.3K | 0.01% | +254+30.8% | Added |
| Whittier Trust Co | 1,100 | $60.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,126 | $62.0K | 0.00% | −76−6.3% | Reduced |
| Covestor Ltd | 1,127 | $62.0K | 0.04% | −316−21.9% | Reduced |
| Jones Financial Companies LLLP | 1,129 | $62.2K | 0.00% | +1,129 | New |
| Missouri Trust & Investment Co | 1,135 | $62.5K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,136 | $62.5K | 0.02% | −18−1.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,142 | $62.9K | 0.05% | +336+41.7% | Added |
| Tyler-Stone Wealth Management | 1,200 | $66.1K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,201 | $66.1K | 0.01% | +69+6.1% | Added |
| South State Corp. | 1,244 | $68.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,289 | $70.9K | 0.00% | −138−9.7% | Reduced |
| Logan Capital Management Inc | 1,300 | $71.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,319 | $72.6K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,359 | $74.8K | 0.02% | −1,359−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,365 | $75.2K | 0.00% | −333−19.6% | Reduced |
| JJJ Advisors Inc. | 1,370 | $75.9K | 0.02% | +107+8.5% | Added |
| Ancora Advisors, LLC | 1,388 | $76.4K | 0.00% | +356+34.5% | Added |
| Unique Wealth Strategies, LLC | 1,443 | $81.4K | 0.04% | +1,443 | New |
| Glass Jacobson Investment Advisors llc | 1,500 | $82.6K | 0.03% | −183−10.9% | Reduced |
| Financial Management Professionals, Inc. | 1,500 | $83.0K | 0.01% | +17+1.1% | Added |
| Central Trust Co | 1,520 | $83.7K | 0.00% | −901−37.2% | Reduced |
| Fairscale Capital, LLC | 1,600 | $93.2K | 0.08% | +1,600 | New |
| Kelly Financial Services LLC | 1,784 | $98.2K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 1,825 | $99.9K | 0.01% | +1,825 | New |
| Main Street Group, LTD | 1,836 | $100.3K | 0.04% | +102+5.9% | Added |
| Rise Advisors, LLC | 1,863 | $102.6K | 0.05% | +11+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,900 | $104.6K | 0.03% | +1,900 | New |
| Westend Capital Management, LLC | 2,000 | $109.3K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,014 | $110.9K | 0.01% | −1,776−46.9% | Reduced |
| Spire Wealth Management | 2,055 | $113.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,100 | $116.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,169 | $119.4K | 0.00% | −54−2.4% | Reduced |
| GAMMA Investing LLC | 2,232 | $122.9K | 0.02% | +950+74.1% | Added |
| Armstrong Advisory Group, Inc | 2,282 | $125.6K | 0.01% | −892−28.1% | Reduced |
| SOA Wealth Advisors, LLC. | 2,337 | $128.7K | 0.03% | −617−20.9% | Reduced |
| Concord Wealth Partners | 2,432 | $133.9K | 0.02% | −2,475−50.4% | Reduced |
| Washington Trust Co | 2,463 | $135.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,470 | $136.0K | 0.01% | +330+15.4% | Added |
| Creative Financial Designs Inc | 2,522 | $138.9K | 0.01% | +79+3.2% | Added |
| AllSquare Wealth Management LLC | 2,540 | $139.8K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,579 | $142.4K | 0.00% | −658−20.3% | Reduced |
| North Star Investment Management Corp. | 2,688 | $148.0K | 0.01% | +13+0.5% | Added |
| Trust Co of Vermont | 2,791 | $153.6K | 0.01% | +2,500+859.1% | Added |
| IAG Wealth Partners, LLC | 2,845 | $156.6K | 0.03% | +156+5.8% | Added |
| Sunbelt Securities, Inc. | 2,939 | $161.8K | 0.02% | +116+4.1% | Added |
| FIL Ltd | 2,961 | $163.0K | 0.00% | +2,961 | New |
| HM Payson & Co | 2,990 | $164.6K | 0.00% | −1,096−26.8% | Reduced |
| Rakuten Investment Management, Inc. | 3,008 | $167.4K | 0.00% | +1,116+59.0% | Added |
| GoalVest Advisory LLC | 3,321 | $182.8K | 0.06% | +100+3.1% | Added |
| Quadrant Capital Group LLC | 3,338 | $183.8K | 0.01% | +188+6.0% | Added |
| PEAK6 Investments LLC | 3,373 | $185.7K | 0.01% | +3,373 | New |
| Harbour Investments, Inc. | 3,423 | $188.4K | 0.01% | −130−3.7% | Reduced |
| Group One Trading, L.P. | 3,520 | $193.8K | 0.01% | +3,520 | New |
| Capital Planning Advisors, LLC | 3,657 | $201.3K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,695 | $203.4K | 0.18% | −178−4.6% | Reduced |
| Change Path, LLC | 3,713 | $204.0K | 0.01% | +3,713 | New |
| Boston Private Wealth LLC | 3,716 | $204.6K | 0.01% | −79−2.1% | Reduced |
| Tompkins Financial Corp | 3,720 | $204.8K | 0.02% | −242−6.1% | Reduced |
| Keynote Financial Services LLC | 3,760 | $207.0K | 0.17% | −25−0.7% | Reduced |
| Motco | 3,783 | $208.3K | 0.01% | +746+24.6% | Added |
| RFG Advisory, LLC | 3,788 | $208.5K | 0.01% | −364−8.8% | Reduced |