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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.

Institutional holdersQ2 2024: 784 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ2 2024: $8.16B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First City Capital Management, Inc.0$00.00%−6,730−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−6,707−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−6,625−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−6,566−100.0%Sold out
Kaizen Financial Strategies0$00.00%−6,174−100.0%Sold out
Toroso Investments, LLC0$00.00%−6,068−100.0%Sold out
Fiera Capital Corp0$00.00%−5,831−100.0%Sold out
Alberta Investment Management Corp0$00.00%−5,700−100.0%Sold out
Viawealth, LLC0$00.00%−5,202−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−4,503−100.0%Sold out
Truvestments Capital LLC0$00.00%−5,134−100.0%Sold out
Verition Fund Management LLC0$00.00%−5,038−100.0%Sold out
L.M. Kohn & Company0$00.00%−4,361−100.0%Sold out
Redwood Financial Network Corp0$00.00%−4,319−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−4,144−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−4,086−100.0%Sold out
Trust Point Inc.0$00.00%−4,015−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,996−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−4,000−100.0%Sold out
Evanson Asset Management, LLC0$00.00%−3,960−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−3,888−100.0%Sold out
Insight 2811, Inc.0$00.00%−3,878−100.0%Sold out
New York Life Investment Management LLC0$00.00%−3,716−100.0%Sold out
Regions Financial Corp0$00.00%−3,623−100.0%Sold out
Monument Capital Management0$00.00%−3,618−100.0%Sold out
Brookstone Capital Management0$00.00%−3,595−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−3,590−100.0%Sold out
Systematic Portfolios LLC0$00.00%−2,276−100.0%Sold out
First Manhattan Co0$00.00%−2,700−100.0%Sold out
Westpac Banking Corp0$00.00%−2,664−100.0%Sold out
Twin Tree Management, LP0$00.00%−2,462−100.0%Sold out
Tobam0$00.00%−1,928−100.0%Sold out
Groupama Asset Managment0$00.00%−1,543−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−835−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−831−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−431−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−351−100.0%Sold out
Semmax Financial Advisors Inc.0$00.00%−316−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−271−100.0%Sold out
Core Wealth Advisors, Inc.0$00.00%−225−100.0%Sold out
Citizens National Bank Trust Department0$00.00%−195−100.0%Sold out
Boyd Watterson Asset Management LLC0$00.00%−70−100.0%Sold out
Financial Avengers, Inc.0$00.00%−55−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−30−100.0%Sold out
Tidemark, LLC0$00.00%−18−100.0%Sold out
Castleview Partners, LLC0$00.00%−10−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−18,391−100.0%Sold out
Credit Suisse AG––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Highlander Capital Management, LLC––––Not filed
Benedetti & Gucer, Inc.––––Not filed
Shell Asset Management Co––––Not filed
Cutler Group LP––––Not filed
Degroof Petercam Asset Management––––Not filed
Coppell Advisory Solutions Corp.––––Not filed
Retirement Group, LLC––––Not filed
FSA Wealth Management LLC––––Not filed