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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 18,860 | $1.04M | 0.00% | +166+0.9% | Added |
| Belpointe Asset Management LLC | 19,143 | $1.05M | 0.07% | +2,540+15.3% | Added |
| Naviter Wealth, LLC | 19,242 | $1.08M | 0.16% | +1,126+6.2% | Added |
| LRI Investments, LLC | 19,613 | $1.08M | 0.12% | +697+3.7% | Added |
| Walleye Capital LLC | 20,234 | $1.11M | 0.01% | +4,981+32.7% | Added |
| Erste Asset Management GmbH | 20,200 | $1.12M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,435 | $1.12M | 0.00% | −569−2.7% | Reduced |
| IMC-Chicago, LLC | 20,471 | $1.13M | 0.04% | +20,471 | New |
| Ashton Thomas Private Wealth, LLC | 20,492 | $1.13M | 0.06% | +2,552+14.2% | Added |
| AQR Capital Management LLC | 20,683 | $1.13M | 0.00% | −3,444−14.3% | Reduced |
| Metis Global Partners, LLC | 20,756 | $1.14M | 0.04% | +2,267+12.3% | Added |
| WCG Wealth Advisors LLC | 20,849 | $1.15M | 0.09% | −301−1.4% | Reduced |
| Toronto Dominion Bank | 20,965 | $1.15M | 0.00% | −1,919−8.4% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.16M | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 21,258 | $1.17M | 0.13% | −79,387−78.9% | Reduced |
| Quantinno Capital Management LP | 21,380 | $1.18M | 0.02% | +13,425+168.8% | Added |
| Horizon Kinetics Asset Management LLC | 21,400 | $1.18M | 0.02% | −400−1.8% | Reduced |
| Jeppson Wealth Management, LLC | 21,605 | $1.19M | 0.45% | +3,269+17.8% | Added |
| Paradiem, LLC | 21,622 | $1.19M | 0.30% | −8,095−27.2% | Reduced |
| Elo Mutual Pension Insurance Co | 21,681 | $1.19M | 0.03% | +1,701+8.5% | Added |
| Summit Financial, LLC | 21,387 | $1.20M | 0.05% | +11,537+117.1% | Added |
| Cornerstone Wealth Management, LLC | 21,947 | $1.21M | 0.09% | +3,417+18.4% | Added |
| Public Sector Pension Investment Board | 21,960 | $1.21M | 0.01% | +924+4.4% | Added |
| Adams Asset Advisors, LLC | 22,099 | $1.22M | 0.16% | −1,958−8.1% | Reduced |
| Gamco Investors, Inc. Et Al | 22,600 | $1.24M | 0.01% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 22,626 | $1.25M | 0.44% | −182−0.8% | Reduced |
| Pathstone Holdings, LLC | 22,648 | $1.25M | 0.01% | +6,432+39.7% | Added |
| Neuberger Berman Group LLC | 23,794 | $1.31M | 0.00% | −6,663−21.9% | Reduced |
| EverSource Wealth Advisors, LLC | 22,819 | $1.32M | 0.09% | +9,353+69.5% | Added |
| Blair William & Co | 24,036 | $1.32M | 0.00% | −2,823−10.5% | Reduced |
| Integrated Wealth Concepts LLC | 24,763 | $1.36M | 0.02% | +14+0.1% | Added |
| Associated Banc-Corp | 24,800 | $1.37M | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 24,815 | $1.37M | 0.03% | +24,815 | New |
| Simplex Trading, LLC | 24,865 | $1.37M | 0.04% | +24,865 | New |
| APG Asset Management N.V. | 26,647 | $1.37M | 0.00% | +17,300+185.1% | Added |
| 1832 Asset Management L.P. | 24,950 | $1.37M | 0.00% | −5,484−18.0% | Reduced |
| TFG Advisers LLC | 24,965 | $1.37M | 0.53% | −3,676−12.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,143 | $1.38M | 0.12% | +17,697+237.7% | Added |
| Federated Hermes, Inc. | 25,543 | $1.41M | 0.00% | +3,987+18.5% | Added |
| Two Sigma Investments, LP | 25,602 | $1.41M | 0.00% | +18,489+259.9% | Added |
| CWM Advisors, LLC | 25,852 | $1.42M | 0.16% | −5,975−18.8% | Reduced |
| Richard P Slaughter Associates Inc | 26,053 | $1.43M | 0.34% | +1,809+7.5% | Added |
| Quantbot Technologies LP | 26,564 | $1.46M | 0.07% | +26,564 | New |
| Bahl & Gaynor Inc | 26,607 | $1.46M | 0.01% | −2,516−8.6% | Reduced |
| AXS Investments LLC | 26,700 | $1.47M | 0.41% | +18,929+243.6% | Added |
| Hilltop Partners LLC | 26,987 | $1.49M | 0.55% | −481−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 26,847 | $1.52M | 0.25% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,615 | $1.52M | 0.08% | +323+1.2% | Added |
| Point72 Asset Management, L.P. | 27,732 | $1.53M | 0.00% | +27,732 | New |
| Wealthcare Advisory Partners LLC | 28,439 | $1.57M | 0.05% | +1,443+5.3% | Added |
| Citadel Advisors LLC | 28,728 | $1.58M | 0.00% | +20,501+249.2% | Added |
| M&T Bank Corp | 29,105 | $1.60M | 0.01% | −1,703−5.5% | Reduced |
| Griffin Asset Management, Inc. | 29,117 | $1.60M | 0.19% | +3,307+12.8% | Added |
| The PNC Financial Services Group, Inc. | 29,693 | $1.63M | 0.00% | +922+3.2% | Added |
| Stifel Financial Corp | 29,709 | $1.64M | 0.00% | +5,118+20.8% | Added |
| JustInvest LLC | 29,911 | $1.65M | 0.03% | +5,755+23.8% | Added |
| Natixis Advisors, L.P. | 30,440 | $1.68M | 0.00% | +15,169+99.3% | Added |
| Mutual Advisors, LLC | 28,171 | $1.72M | 0.05% | −1,508−5.1% | Reduced |
| Vident Advisory, LLC | 31,195 | $1.72M | 0.05% | +225+0.7% | Added |
| Presima Inc. | 31,200 | $1.72M | 0.38% | +914+3.0% | Added |
| Swedbank AB | 31,959 | $1.76M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31,980 | $1.76M | 0.00% | −3,223−9.2% | Reduced |
| Gradient Capital Advisors, LLC | 32,656 | $1.80M | 0.64% | −238−0.7% | Reduced |
| XML Financial, LLC | 33,133 | $1.82M | 0.18% | +1,216+3.8% | Added |
| Investmark Advisory Group LLC | 33,171 | $1.83M | 0.97% | +348+1.1% | Added |
| Pathway Financial Advisers, LLC | 33,297 | $1.83M | 0.66% | −303−0.9% | Reduced |
| Excalibur Management Corp | 33,255 | $1.83M | 0.75% | +930+2.9% | Added |
| TD Asset Management Inc | 33,413 | $1.84M | 0.00% | +171+0.5% | Added |
| Colonial Trust Advisors | 33,621 | $1.85M | 0.18% | −4,036−10.7% | Reduced |
| Tredje AP-fonden | 33,977 | $1.87M | 0.02% | +33,977 | New |
| Bank of Montreal | 33,811 | $1.87M | 0.00% | +2,659+8.5% | Added |
| Ostrum Asset Management | 34,047 | $1.87M | 0.16% | −2,646−7.2% | Reduced |
| Weaver Consulting Group | 34,336 | $1.89M | 0.66% | +415+1.2% | Added |
| Xponance, Inc. | 34,433 | $1.90M | 0.02% | −2,900−7.8% | Reduced |
| Utah Retirement Systems | 35,676 | $1.96M | 0.02% | −1,200−3.3% | Reduced |
| Sanctuary Advisors, LLC | 36,167 | $1.99M | 0.01% | +36,167 | New |
| Sowell Financial Services LLC | 35,720 | $2.00M | 0.10% | +38+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 36,387 | $2.00M | 0.31% | −974−2.6% | Reduced |
| DnB Asset Management AS | 36,400 | $2.00M | 0.01% | +2,138+6.2% | Added |
| Pinebridge Investments, L.P. | 36,537 | $2.01M | 0.02% | +36,537 | New |
| CI Private Wealth, LLC | 38,788 | $2.14M | 0.00% | −1,966−4.8% | Reduced |
| Voya Investment Management LLC | 39,286 | $2.16M | 0.00% | +6,056+18.2% | Added |
| Ontario Teachers Pension Plan Board | 39,433 | $2.17M | 0.02% | +39,433 | New |
| Lecap Asset Management Ltd | 39,865 | $2.19M | 0.47% | +3,253+8.9% | Added |
| Agf Management Ltd | 41,320 | $2.27M | 0.01% | −144−0.3% | Reduced |
| Holocene Advisors, LP | 41,805 | $2.30M | 0.01% | −47,433−53.2% | Reduced |
| British Columbia Investment Management Corp | 41,879 | $2.31M | 0.01% | +15,771+60.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 42,545 | $2.34M | 0.01% | 00.0% | Unchanged |
| Pensionfund Sabic | 43,304 | $2.38M | 0.70% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 43,400 | $2.39M | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 43,800 | $2.41M | 0.01% | −104,835−70.5% | Reduced |
| Oregon Public Employees Retirement Fund | 45,424 | $2.50M | 0.05% | −8,596−15.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 45,962 | $2.53M | 0.82% | −5,540−10.8% | Reduced |
| HighTower Advisors, LLC | 46,046 | $2.53M | 0.00% | −359−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 46,314 | $2.55M | 0.46% | +116+0.3% | Added |
| Ameritas Investment Partners, Inc. | 46,544 | $2.56M | 0.09% | −1,739−3.6% | Reduced |
| Capital Square, LLC | 44,669 | $2.64M | 1.72% | −967−2.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,839 | $2.69M | 0.07% | +66+0.1% | Added |
| Hantz Financial Services, Inc. | 49,778 | $2.74M | 0.05% | −2,491−4.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 50,017 | $2.75M | 0.01% | +1,025+2.1% | Added |