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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 39,865 | $2.19M | 0.47% | +3,253+8.9% | Added |
| Ontario Teachers Pension Plan Board | 39,433 | $2.17M | 0.02% | +39,433 | New |
| Voya Investment Management LLC | 39,286 | $2.16M | 0.00% | +6,056+18.2% | Added |
| CI Private Wealth, LLC | 38,788 | $2.14M | 0.00% | −1,966−4.8% | Reduced |
| Pinebridge Investments, L.P. | 36,537 | $2.01M | 0.02% | +36,537 | New |
| DnB Asset Management AS | 36,400 | $2.00M | 0.01% | +2,138+6.2% | Added |
| Inspirion Wealth Advisors, LLC | 36,387 | $2.00M | 0.31% | −974−2.6% | Reduced |
| Sowell Financial Services LLC | 35,720 | $2.00M | 0.10% | +38+0.1% | Added |
| Sanctuary Advisors, LLC | 36,167 | $1.99M | 0.01% | +36,167 | New |
| Utah Retirement Systems | 35,676 | $1.96M | 0.02% | −1,200−3.3% | Reduced |
| Xponance, Inc. | 34,433 | $1.90M | 0.02% | −2,900−7.8% | Reduced |
| Weaver Consulting Group | 34,336 | $1.89M | 0.66% | +415+1.2% | Added |
| Ostrum Asset Management | 34,047 | $1.87M | 0.16% | −2,646−7.2% | Reduced |
| Bank of Montreal | 33,811 | $1.87M | 0.00% | +2,659+8.5% | Added |
| Tredje AP-fonden | 33,977 | $1.87M | 0.02% | +33,977 | New |
| Colonial Trust Advisors | 33,621 | $1.85M | 0.18% | −4,036−10.7% | Reduced |
| TD Asset Management Inc | 33,413 | $1.84M | 0.00% | +171+0.5% | Added |
| Excalibur Management Corp | 33,255 | $1.83M | 0.75% | +930+2.9% | Added |
| Pathway Financial Advisers, LLC | 33,297 | $1.83M | 0.66% | −303−0.9% | Reduced |
| Investmark Advisory Group LLC | 33,171 | $1.83M | 0.97% | +348+1.1% | Added |
| XML Financial, LLC | 33,133 | $1.82M | 0.18% | +1,216+3.8% | Added |
| Gradient Capital Advisors, LLC | 32,656 | $1.80M | 0.64% | −238−0.7% | Reduced |
| US Bancorp | 31,980 | $1.76M | 0.00% | −3,223−9.2% | Reduced |
| Swedbank AB | 31,959 | $1.76M | 0.00% | 00.0% | Unchanged |
| Presima Inc. | 31,200 | $1.72M | 0.38% | +914+3.0% | Added |
| Vident Advisory, LLC | 31,195 | $1.72M | 0.05% | +225+0.7% | Added |
| Mutual Advisors, LLC | 28,171 | $1.72M | 0.05% | −1,508−5.1% | Reduced |
| Natixis Advisors, L.P. | 30,440 | $1.68M | 0.00% | +15,169+99.3% | Added |
| JustInvest LLC | 29,911 | $1.65M | 0.03% | +5,755+23.8% | Added |
| Stifel Financial Corp | 29,709 | $1.64M | 0.00% | +5,118+20.8% | Added |
| The PNC Financial Services Group, Inc. | 29,693 | $1.63M | 0.00% | +922+3.2% | Added |
| Griffin Asset Management, Inc. | 29,117 | $1.60M | 0.19% | +3,307+12.8% | Added |
| M&T Bank Corp | 29,105 | $1.60M | 0.01% | −1,703−5.5% | Reduced |
| Citadel Advisors LLC | 28,728 | $1.58M | 0.00% | +20,501+249.2% | Added |
| Wealthcare Advisory Partners LLC | 28,439 | $1.57M | 0.05% | +1,443+5.3% | Added |
| Point72 Asset Management, L.P. | 27,732 | $1.53M | 0.00% | +27,732 | New |
| Moors & Cabot, Inc. | 27,615 | $1.52M | 0.08% | +323+1.2% | Added |
| Lakeview Capital Partners, LLC | 26,847 | $1.52M | 0.25% | 00.0% | Unchanged |
| Hilltop Partners LLC | 26,987 | $1.49M | 0.55% | −481−1.8% | Reduced |
| AXS Investments LLC | 26,700 | $1.47M | 0.41% | +18,929+243.6% | Added |
| Bahl & Gaynor Inc | 26,607 | $1.46M | 0.01% | −2,516−8.6% | Reduced |
| Quantbot Technologies LP | 26,564 | $1.46M | 0.07% | +26,564 | New |
| Richard P Slaughter Associates Inc | 26,053 | $1.43M | 0.34% | +1,809+7.5% | Added |
| CWM Advisors, LLC | 25,852 | $1.42M | 0.16% | −5,975−18.8% | Reduced |
| Two Sigma Investments, LP | 25,602 | $1.41M | 0.00% | +18,489+259.9% | Added |
| Federated Hermes, Inc. | 25,543 | $1.41M | 0.00% | +3,987+18.5% | Added |
| Campbell & CO Investment Adviser LLC | 25,143 | $1.38M | 0.12% | +17,697+237.7% | Added |
| TFG Advisers LLC | 24,965 | $1.37M | 0.53% | −3,676−12.8% | Reduced |
| 1832 Asset Management L.P. | 24,950 | $1.37M | 0.00% | −5,484−18.0% | Reduced |
| APG Asset Management N.V. | 26,647 | $1.37M | 0.00% | +17,300+185.1% | Added |
| Simplex Trading, LLC | 24,865 | $1.37M | 0.04% | +24,865 | New |
| Engineers Gate Manager LP | 24,815 | $1.37M | 0.03% | +24,815 | New |
| Associated Banc-Corp | 24,800 | $1.37M | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 24,763 | $1.36M | 0.02% | +14+0.1% | Added |
| Blair William & Co | 24,036 | $1.32M | 0.00% | −2,823−10.5% | Reduced |
| EverSource Wealth Advisors, LLC | 22,819 | $1.32M | 0.09% | +9,353+69.5% | Added |
| Neuberger Berman Group LLC | 23,794 | $1.31M | 0.00% | −6,663−21.9% | Reduced |
| Pathstone Holdings, LLC | 22,648 | $1.25M | 0.01% | +6,432+39.7% | Added |
| Horan Capital Advisors, LLC. | 22,626 | $1.25M | 0.44% | −182−0.8% | Reduced |
| Gamco Investors, Inc. Et Al | 22,600 | $1.24M | 0.01% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 22,099 | $1.22M | 0.16% | −1,958−8.1% | Reduced |
| Public Sector Pension Investment Board | 21,960 | $1.21M | 0.01% | +924+4.4% | Added |
| Cornerstone Wealth Management, LLC | 21,947 | $1.21M | 0.09% | +3,417+18.4% | Added |
| Summit Financial, LLC | 21,387 | $1.20M | 0.05% | +11,537+117.1% | Added |
| Elo Mutual Pension Insurance Co | 21,681 | $1.19M | 0.03% | +1,701+8.5% | Added |
| Paradiem, LLC | 21,622 | $1.19M | 0.30% | −8,095−27.2% | Reduced |
| Jeppson Wealth Management, LLC | 21,605 | $1.19M | 0.45% | +3,269+17.8% | Added |
| Horizon Kinetics Asset Management LLC | 21,400 | $1.18M | 0.02% | −400−1.8% | Reduced |
| Quantinno Capital Management LP | 21,380 | $1.18M | 0.02% | +13,425+168.8% | Added |
| WealthPLAN Partners, LLC | 21,258 | $1.17M | 0.13% | −79,387−78.9% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.16M | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 20,965 | $1.15M | 0.00% | −1,919−8.4% | Reduced |
| WCG Wealth Advisors LLC | 20,849 | $1.15M | 0.09% | −301−1.4% | Reduced |
| Metis Global Partners, LLC | 20,756 | $1.14M | 0.04% | +2,267+12.3% | Added |
| AQR Capital Management LLC | 20,683 | $1.13M | 0.00% | −3,444−14.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,492 | $1.13M | 0.06% | +2,552+14.2% | Added |
| IMC-Chicago, LLC | 20,471 | $1.13M | 0.04% | +20,471 | New |
| Captrust Financial Advisors | 20,435 | $1.12M | 0.00% | −569−2.7% | Reduced |
| Erste Asset Management GmbH | 20,200 | $1.12M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,234 | $1.11M | 0.01% | +4,981+32.7% | Added |
| LRI Investments, LLC | 19,613 | $1.08M | 0.12% | +697+3.7% | Added |
| Naviter Wealth, LLC | 19,242 | $1.08M | 0.16% | +1,126+6.2% | Added |
| Belpointe Asset Management LLC | 19,143 | $1.05M | 0.07% | +2,540+15.3% | Added |
| Lazard Asset Management LLC | 18,860 | $1.04M | 0.00% | +166+0.9% | Added |
| Arete Wealth Advisors, LLC | 18,836 | $1.03M | 0.08% | −1,787−8.7% | Reduced |
| Penserra Capital Management LLC | 18,520 | $1.02M | 0.01% | +3,242+21.2% | Added |
| Centiva Capital, LP | 18,255 | $1.00M | 0.05% | −2,535−12.2% | Reduced |
| CWM, LLC | 17,902 | $986.0K | 0.00% | −3,951−18.1% | Reduced |
| Gulf International Bank (UK) Ltd | 17,738 | $976.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 17,696 | $974.0K | 0.00% | −5,932−25.1% | Reduced |
| WealthPlan Investment Management, LLC | 17,693 | $974.0K | 0.15% | −163,230−90.2% | Reduced |
| Geneos Wealth Management Inc. | 17,485 | $962.5K | 0.04% | +23+0.1% | Added |
| Apollon Wealth Management, LLC | 17,478 | $962.2K | 0.03% | +7,937+83.2% | Added |
| Securian Asset Management, Inc | 17,453 | $960.8K | 0.03% | −529−2.9% | Reduced |
| Harbor Investment Advisory, LLC | 17,159 | $944.6K | 0.10% | +70.0% | Added |
| Mediolanum International Funds Ltd | 18,133 | $942.0K | 0.02% | +723+4.2% | Added |
| Marex Group plc | 17,070 | $939.7K | 0.03% | +17,070 | New |
| United Services Automobile Association | 17,046 | $938.4K | 0.02% | +502+3.0% | Added |
| Frank, Rimerman Advisors LLC | 16,881 | $929.3K | 0.07% | +16,881 | New |
| RB Capital Management, LLC | 16,821 | $926.0K | 0.24% | −2,329−12.2% | Reduced |