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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 5,858 | $322.5K | 0.02% | −1,270−17.8% | Reduced |
| Applied Finance Capital Management, LLC | 5,884 | $323.9K | 0.01% | +5,884 | New |
| H&H Retirement Design & Management INC | 5,494 | $324.6K | 0.20% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,899 | $324.7K | 0.01% | +5,899 | New |
| Quadcap Wealth Management, LLC | 5,914 | $325.6K | 0.06% | −103−1.7% | Reduced |
| True North Advisors, LLC | 5,939 | $326.9K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,990 | $329.8K | 0.00% | −9,218−60.6% | Reduced |
| Versor Investments LP | 5,992 | $329.9K | 0.06% | −3,300−35.5% | Reduced |
| Glenmede Trust Co NA | 5,994 | $330.0K | 0.00% | −101−1.7% | Reduced |
| Kowal Investment Group, LLC | 6,070 | $334.2K | 0.07% | +199+3.4% | Added |
| Commerzbank Aktiengesellschaft | 6,084 | $335.0K | 0.01% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,190 | $338.2K | 0.10% | −1,026−14.2% | Reduced |
| Prospera Financial Services Inc | 6,144 | $338.2K | 0.01% | +490+8.7% | Added |
| Intrua Financial, LLC | 6,150 | $338.6K | 0.06% | +466+8.2% | Added |
| Northwestern Mutual Wealth Management Co | 6,158 | $339.0K | 0.00% | −3,719−37.7% | Reduced |
| Aspire Wealth Management Corp | 6,176 | $340.0K | 0.19% | +2,098+51.4% | Added |
| Optimum Investment Advisors | 6,207 | $341.7K | 0.15% | −700−10.1% | Reduced |
| Atomi Financial Group, Inc. | 6,217 | $342.2K | 0.03% | +1,956+45.9% | Added |
| LGT Financial Advisors LLC | 6,261 | $344.7K | 0.73% | −3,569−36.3% | Reduced |
| Avantax Planning Partners, Inc. | 6,261 | $344.7K | 0.01% | +437+7.5% | Added |
| Main Street Financial Solutions, LLC | 6,273 | $345.3K | 0.03% | +932+17.4% | Added |
| Madden Securities Corp | 6,280 | $345.7K | 0.15% | −500−7.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,284 | $345.9K | 0.03% | +6,284 | New |
| Park Avenue Securities LLC | 6,366 | $350.0K | 0.00% | +843+15.3% | Added |
| Paradigm Financial Partners, LLC | 6,358 | $350.0K | 0.05% | −9,859−60.8% | Reduced |
| Centaurus Financial, Inc. | 6,387 | $352.0K | 0.02% | −1,115−14.9% | Reduced |
| Avion Wealth | 6,413 | $353.0K | 0.10% | +9+0.1% | Added |
| Kovack Advisors, Inc. | 6,416 | $353.2K | 0.04% | −1,185−15.6% | Reduced |
| MQS Management LLC | 6,501 | $357.9K | 0.22% | +6,501 | New |
| Herold Advisors, Inc. | 6,511 | $358.5K | 0.08% | −2,584−28.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,415 | $358.7K | 0.01% | +107+1.7% | Added |
| Empower Advisory Group, LLC | 6,521 | $359.0K | 0.00% | −601−8.4% | Reduced |
| International Assets Investment Management, LLC | 6,522 | $359.0K | 0.03% | +235+3.7% | Added |
| Tower Research Capital LLC (TRC) | 6,533 | $359.6K | 0.01% | −1,534−19.0% | Reduced |
| Ballentine Partners, LLC | 6,538 | $359.9K | 0.01% | −351−5.1% | Reduced |
| D.A. Davidson & Co. | 6,579 | $362.2K | 0.00% | −688−9.5% | Reduced |
| NewEdge Wealth, LLC | 6,592 | $362.9K | 0.01% | +923+16.3% | Added |
| Crestwood Advisors Group LLC | 6,623 | $364.6K | 0.01% | −125−1.9% | Reduced |
| Sawyer & Company, Inc | 6,695 | $369.0K | 0.15% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,775 | $373.0K | 0.01% | −460−6.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,863 | $377.8K | 0.03% | −1,099−13.8% | Reduced |
| Heirloom Wealth Management | 6,896 | $379.6K | 0.12% | −5,557−44.6% | Reduced |
| Dudley Capital Management, LLC | 6,900 | $379.8K | 0.21% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,945 | $382.3K | 0.03% | −1,634−19.0% | Reduced |
| Family Legacy, Inc. | 6,949 | $382.6K | 0.14% | −189−2.6% | Reduced |
| Boston Financial Mangement LLC | 6,970 | $383.7K | 0.01% | −830−10.6% | Reduced |
| Burney Co | 7,088 | $390.2K | 0.01% | −140−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 7,111 | $391.5K | 0.01% | −167−2.3% | Reduced |
| CIBC Asset Management Inc | 7,353 | $404.8K | 0.00% | +234+3.3% | Added |
| Fifth Third Bancorp | 7,360 | $405.2K | 0.00% | −208−2.7% | Reduced |
| Candriam Luxembourg S.C.A. | 7,412 | $408.0K | 0.00% | −1,078−12.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,425 | $409.0K | 0.10% | −1,450−16.3% | Reduced |
| Focus Financial Network, Inc. | 6,816 | $409.2K | 0.02% | +134+2.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,492 | $412.4K | 0.02% | +7,492 | New |
| Wetherby Asset Management Inc | 7,511 | $413.5K | 0.02% | +280+3.9% | Added |
| Legacy Capital Wealth Partners, LLC | 7,549 | $415.6K | 0.11% | +7,549 | New |
| Perennial Investment Advisors, LLC | 7,556 | $416.0K | 0.06% | +741+10.9% | Added |
| National Asset Management, Inc. | 7,444 | $416.2K | 0.01% | −8,660−53.8% | Reduced |
| Omers Administration Corp | 7,582 | $417.4K | 0.00% | +7,582 | New |
| RSM US Wealth Management LLC | 7,634 | $418.4K | 0.01% | +7,634 | New |
| Per Stirling Capital Management, LLC. | 7,600 | $418.4K | 0.07% | −1,123−12.9% | Reduced |
| D.B. Root & Company, LLC | 7,631 | $420.1K | 0.14% | −848−10.0% | Reduced |
| Buckingham Strategic Partners | 7,644 | $420.8K | 0.01% | +651+9.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,644 | $420.8K | 0.09% | +7,644 | New |
| J.W. Cole Advisors, Inc. | 7,702 | $424.0K | 0.02% | −3,538−31.5% | Reduced |
| IHT Wealth Management, LLC | 7,707 | $424.2K | 0.02% | −1,201−13.5% | Reduced |
| Philadelphia Trust Co | 7,790 | $429.0K | 0.03% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 7,793 | $429.1K | 0.40% | +47+0.6% | Added |
| Campbell Wealth Management | 7,856 | $432.0K | 0.14% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 7,940 | $437.1K | 0.03% | +235+3.0% | Added |
| Teamwork Financial Advisors, LLC | 7,941 | $437.1K | 0.06% | +1,136+16.7% | Added |
| FORA Capital, LLC | 8,011 | $441.0K | 0.05% | −27,895−77.7% | Reduced |
| Resources Investment Advisors, LLC. | 8,048 | $443.1K | 0.01% | −226−2.7% | Reduced |
| Wellington Shields & Co., LLC | 8,156 | $449.0K | 0.15% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 8,166 | $449.5K | 0.05% | −655−7.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,206 | $451.7K | 0.11% | +621+8.2% | Added |
| Inspire Advisors, LLC | 8,262 | $454.8K | 0.06% | −27−0.3% | Reduced |
| Centersquare Investment Management LLC | 8,327 | $458.4K | 0.00% | −1,472−15.0% | Reduced |
| Archer Investment Corp | 8,348 | $459.6K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 8,374 | $461.0K | 0.05% | +1,157+16.0% | Added |
| PFG Investments, LLC | 8,427 | $463.9K | 0.03% | −293−3.4% | Reduced |
| FLC Capital Advisors | 8,661 | $476.8K | 0.12% | −150−1.7% | Reduced |
| Peddock Capital Advisors, LLC | 8,771 | $482.8K | 0.12% | −2,303−20.8% | Reduced |
| MAI Capital Management | 8,826 | $485.9K | 0.00% | +4,049+84.8% | Added |
| Old Port Advisors | 8,897 | $489.8K | 0.15% | −777−8.0% | Reduced |
| Clear Creek Financial Management, LLC | 8,905 | $490.2K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 8,909 | $490.4K | 0.01% | −312−3.4% | Reduced |
| Intech Investment Management LLC | 9,005 | $495.7K | 0.01% | 00.0% | Unchanged |
| CIC Wealth, LLC | 9,023 | $496.7K | 0.14% | −1,105−10.9% | Reduced |
| Gen-Wealth Partners Inc | 9,043 | $497.8K | 0.24% | +3,893+75.6% | Added |
| MKT Advisors LLC | 9,108 | $499.6K | 0.25% | −609−6.3% | Reduced |
| Evergreen Capital Management LLC | 9,087 | $508.2K | 0.02% | +3,778+71.2% | Added |
| Flagship Private Wealth, LLC | 9,279 | $510.8K | 0.30% | −1,158−11.1% | Reduced |
| NBC Securities, Inc. | 9,291 | $511.0K | 0.05% | +421+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,288 | $511.3K | 0.01% | −10,895−54.0% | Reduced |
| Adams Wealth Management | 9,311 | $512.6K | 0.12% | −2,381−20.4% | Reduced |
| CacheTech Inc. | 9,311 | $512.6K | 0.12% | +9,311 | New |
| GWM Advisors LLC | 9,394 | $517.1K | 0.00% | +125+1.3% | Added |
| Mission Creek Capital Partners, Inc. | 9,427 | $518.9K | 0.13% | −6,870−42.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,470 | $521.3K | 0.01% | −9−0.1% | Reduced |