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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 9,525 | $524.4K | 0.09% | +9,525 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,602 | $528.6K | 0.32% | +97+1.0% | Added |
| Commerce Bank | 9,621 | $529.6K | 0.00% | +195+2.1% | Added |
| First National Trust Co | 9,628 | $530.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,650 | $531.2K | 0.01% | −7−0.1% | Reduced |
| Demars Financial Group, LLC | 9,667 | $532.2K | 0.26% | +444+4.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,675 | $533.0K | 0.00% | +760+8.5% | Added |
| Assetmark, Inc | 9,709 | $534.5K | 0.00% | +578+6.3% | Added |
| AE Wealth Management LLC | 9,778 | $538.3K | 0.01% | +1,631+20.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,724 | $541.1K | 0.00% | −2,107−17.8% | Reduced |
| Walden Wealth Partners LLC | 9,851 | $542.3K | 0.30% | 00.0% | Unchanged |
| Accel Wealth Management | 10,007 | $550.9K | 0.22% | +155+1.6% | Added |
| Independent Advisor Alliance | 10,033 | $552.3K | 0.02% | +735+7.9% | Added |
| Norinchukin Bank, The | 10,083 | $555.1K | 0.02% | −388−3.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,146 | $558.5K | 0.02% | −2,249−18.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $565.9K | 0.01% | +277+2.8% | Added |
| Sigma Planning Corp | 10,316 | $567.9K | 0.02% | −2,160−17.3% | Reduced |
| ProShare Advisors LLC | 10,320 | $568.1K | 0.00% | −352−3.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $572.5K | 0.14% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,413 | $573.3K | 0.27% | −2,016−16.2% | Reduced |
| Oppenheimer & Co Inc | 10,483 | $577.1K | 0.01% | +136+1.3% | Added |
| TownSquare Capital, LLC | 10,549 | $580.7K | 0.01% | +1,509+16.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,965 | $581.0K | 0.12% | −1,370−13.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $582.5K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 10,763 | $592.5K | 0.01% | −2,445−18.5% | Reduced |
| Diligent Investors, LLC | 10,815 | $595.3K | 0.15% | +78+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,833 | $596.4K | 0.02% | −879−7.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $599.0K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 10,881 | $599.0K | 0.09% | +224+2.1% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $600.0K | 0.01% | +3,700+51.4% | Added |
| Coldstream Capital Management Inc | 11,131 | $612.8K | 0.01% | −1,117−9.1% | Reduced |
| Concurrent Investment Advisors, LLC | 11,153 | $614.0K | 0.02% | +428+4.0% | Added |
| Ossiam | 11,256 | $619.6K | 0.01% | +939+9.1% | Added |
| Steward Partners Investment Advisory, LLC | 11,393 | $627.2K | 0.01% | −3,154−21.7% | Reduced |
| Liberty One Investment Management, LLC | 11,532 | $635.0K | 0.07% | −385−3.2% | Reduced |
| Global Retirement Partners, LLC | 11,583 | $637.6K | 0.02% | +462+4.2% | Added |
| Aurora Private Wealth, Inc. | 11,609 | $639.0K | 0.56% | −971−7.7% | Reduced |
| Achmea Investment Management B.V. | 11,619 | $640.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,667 | $642.3K | 0.02% | −23,066−66.4% | Reduced |
| Stratos Wealth Partners, LTD. | 11,747 | $646.7K | 0.01% | −2,072−15.0% | Reduced |
| CIBC World Markets Corp | 11,791 | $649.1K | 0.00% | −65,519−84.7% | Reduced |
| Howe & Rusling Inc | 11,913 | $655.8K | 0.06% | +27+0.2% | Added |
| Advisory Services Network, LLC | 11,955 | $658.1K | 0.01% | +307+2.6% | Added |
| Janus Henderson Group PLC | 11,985 | $660.1K | 0.00% | −7,221−37.6% | Reduced |
| Independent Financial Group, LLC | 11,996 | $660.4K | 0.03% | +877+7.9% | Added |
| Stephens Inc | 12,047 | $663.2K | 0.01% | +1,177+10.8% | Added |
| Royal Fund Management, LLC | 12,099 | $667.2K | 0.09% | −1,957−13.9% | Reduced |
| C2C Wealth Management, LLC | 12,363 | $672.3K | 0.66% | −100−0.8% | Reduced |
| HB Wealth Management, LLC | 12,419 | $683.7K | 0.01% | +8,843+247.3% | Added |
| Mackenzie Financial Corp | 12,448 | $685.3K | 0.00% | −950−7.1% | Reduced |
| Colonial Trust Co | 12,670 | $697.5K | 0.12% | −917−6.7% | Reduced |
| Baird Financial Group, Inc. | 12,735 | $701.1K | 0.00% | +2,791+28.1% | Added |
| Quest Partners LLC | 12,830 | $706.3K | 0.10% | +12,820+128,200.0% | Added |
| Scientech Research LLC | 12,958 | $713.3K | 0.15% | +6,320+95.2% | Added |
| Pearl River Capital, LLC | 13,110 | $721.7K | 0.11% | +13,110 | New |
| Wolverine Trading, LLC | 13,213 | $727.4K | 0.01% | +4,198+46.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $729.5K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,327 | $733.7K | 0.02% | +1,422+11.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,468 | $741.4K | 0.00% | −691−4.9% | Reduced |
| Dynamic Advisor Solutions LLC | 13,550 | $745.9K | 0.02% | +1,114+9.0% | Added |
| RMB Capital Management, LLC | 13,667 | $752.4K | 0.02% | −20.0% | Reduced |
| Client 1st Advisory Group, LLC | 13,721 | $755.3K | 0.33% | −13−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,035 | $772.6K | 0.04% | +3,840+37.7% | Added |
| Crossmark Global Holdings, Inc. | 14,153 | $779.0K | 0.01% | −1,208−7.9% | Reduced |
| D. E. Shaw & Co., Inc. | 14,303 | $787.4K | 0.00% | +9,837+220.3% | Added |
| Vista Investment Management | 14,404 | $792.9K | 0.32% | +730+5.3% | Added |
| Texas Yale Capital Corp. | 14,601 | $803.8K | 0.04% | +60.0% | Added |
| Principal Securities, Inc. | 14,676 | $807.9K | 0.02% | −492−3.2% | Reduced |
| Nordea Investment Management AB | 14,748 | $812.3K | 0.00% | +1,221+9.0% | Added |
| HBK Sorce Advisory LLC | 14,763 | $812.7K | 0.03% | +85+0.6% | Added |
| Warren Averett Asset Management, LLC | 15,069 | $829.6K | 0.02% | −293−1.9% | Reduced |
| Spirit of America Management Corp | 15,200 | $836.8K | 0.17% | −5,000−24.8% | Reduced |
| Atria Investments LLC | 15,308 | $842.7K | 0.01% | −4,141−21.3% | Reduced |
| Rockefeller Capital Management L.P. | 15,399 | $847.7K | 0.00% | −3,533−18.7% | Reduced |
| Arkadios Wealth Advisors | 15,483 | $852.3K | 0.06% | +5,151+49.9% | Added |
| Tudor Investment Corp Et Al | 15,613 | $859.5K | 0.01% | +15,613 | New |
| Bank of Nova Scotia | 15,718 | $865.3K | 0.00% | −429−2.7% | Reduced |
| Founders Financial Alliance, LLC | 15,727 | $865.8K | 0.26% | −246−1.5% | Reduced |
| Alpha Omega Wealth Management LLC | 15,826 | $871.2K | 0.17% | −217−1.4% | Reduced |
| MBB Public Markets I LLC | 15,875 | $873.9K | 0.02% | +15,875 | New |
| SRS Capital Advisors, Inc. | 15,991 | $880.3K | 0.09% | −984−5.8% | Reduced |
| Maryland State Retirement & Pension System | 16,211 | $892.4K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,530 | $910.0K | 0.05% | +16,530 | New |
| La Banque Postale Asset Management SA | 16,677 | $918.1K | 0.04% | +2,172+15.0% | Added |
| RB Capital Management, LLC | 16,821 | $926.0K | 0.24% | −2,329−12.2% | Reduced |
| Frank, Rimerman Advisors LLC | 16,881 | $929.3K | 0.07% | +16,881 | New |
| United Services Automobile Association | 17,046 | $938.4K | 0.02% | +502+3.0% | Added |
| Marex Group plc | 17,070 | $939.7K | 0.03% | +17,070 | New |
| Mediolanum International Funds Ltd | 18,133 | $942.0K | 0.02% | +723+4.2% | Added |
| Harbor Investment Advisory, LLC | 17,159 | $944.6K | 0.10% | +70.0% | Added |
| Securian Asset Management, Inc | 17,453 | $960.8K | 0.03% | −529−2.9% | Reduced |
| Apollon Wealth Management, LLC | 17,478 | $962.2K | 0.03% | +7,937+83.2% | Added |
| Geneos Wealth Management Inc. | 17,485 | $962.5K | 0.04% | +23+0.1% | Added |
| WealthPlan Investment Management, LLC | 17,693 | $974.0K | 0.15% | −163,230−90.2% | Reduced |
| KBC Group NV | 17,696 | $974.0K | 0.00% | −5,932−25.1% | Reduced |
| Gulf International Bank (UK) Ltd | 17,738 | $976.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 17,902 | $986.0K | 0.00% | −3,951−18.1% | Reduced |
| Centiva Capital, LP | 18,255 | $1.00M | 0.05% | −2,535−12.2% | Reduced |
| Penserra Capital Management LLC | 18,520 | $1.02M | 0.01% | +3,242+21.2% | Added |
| Arete Wealth Advisors, LLC | 18,836 | $1.03M | 0.08% | −1,787−8.7% | Reduced |