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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 16,677 | $918.1K | 0.04% | +2,172+15.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,530 | $910.0K | 0.05% | +16,530 | New |
| Maryland State Retirement & Pension System | 16,211 | $892.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15,991 | $880.3K | 0.09% | −984−5.8% | Reduced |
| MBB Public Markets I LLC | 15,875 | $873.9K | 0.02% | +15,875 | New |
| Alpha Omega Wealth Management LLC | 15,826 | $871.2K | 0.17% | −217−1.4% | Reduced |
| Founders Financial Alliance, LLC | 15,727 | $865.8K | 0.26% | −246−1.5% | Reduced |
| Bank of Nova Scotia | 15,718 | $865.3K | 0.00% | −429−2.7% | Reduced |
| Tudor Investment Corp Et Al | 15,613 | $859.5K | 0.01% | +15,613 | New |
| Arkadios Wealth Advisors | 15,483 | $852.3K | 0.06% | +5,151+49.9% | Added |
| Rockefeller Capital Management L.P. | 15,399 | $847.7K | 0.00% | −3,533−18.7% | Reduced |
| Atria Investments LLC | 15,308 | $842.7K | 0.01% | −4,141−21.3% | Reduced |
| Spirit of America Management Corp | 15,200 | $836.8K | 0.17% | −5,000−24.8% | Reduced |
| Warren Averett Asset Management, LLC | 15,069 | $829.6K | 0.02% | −293−1.9% | Reduced |
| HBK Sorce Advisory LLC | 14,763 | $812.7K | 0.03% | +85+0.6% | Added |
| Nordea Investment Management AB | 14,748 | $812.3K | 0.00% | +1,221+9.0% | Added |
| Principal Securities, Inc. | 14,676 | $807.9K | 0.02% | −492−3.2% | Reduced |
| Texas Yale Capital Corp. | 14,601 | $803.8K | 0.04% | +60.0% | Added |
| Vista Investment Management | 14,404 | $792.9K | 0.32% | +730+5.3% | Added |
| D. E. Shaw & Co., Inc. | 14,303 | $787.4K | 0.00% | +9,837+220.3% | Added |
| Crossmark Global Holdings, Inc. | 14,153 | $779.0K | 0.01% | −1,208−7.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,035 | $772.6K | 0.04% | +3,840+37.7% | Added |
| Client 1st Advisory Group, LLC | 13,721 | $755.3K | 0.33% | −13−0.1% | Reduced |
| RMB Capital Management, LLC | 13,667 | $752.4K | 0.02% | −20.0% | Reduced |
| Dynamic Advisor Solutions LLC | 13,550 | $745.9K | 0.02% | +1,114+9.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,468 | $741.4K | 0.00% | −691−4.9% | Reduced |
| Raymond James Trust N.A. | 13,327 | $733.7K | 0.02% | +1,422+11.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $729.5K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,213 | $727.4K | 0.01% | +4,198+46.6% | Added |
| Pearl River Capital, LLC | 13,110 | $721.7K | 0.11% | +13,110 | New |
| Scientech Research LLC | 12,958 | $713.3K | 0.15% | +6,320+95.2% | Added |
| Quest Partners LLC | 12,830 | $706.3K | 0.10% | +12,820+128,200.0% | Added |
| Baird Financial Group, Inc. | 12,735 | $701.1K | 0.00% | +2,791+28.1% | Added |
| Colonial Trust Co | 12,670 | $697.5K | 0.12% | −917−6.7% | Reduced |
| Mackenzie Financial Corp | 12,448 | $685.3K | 0.00% | −950−7.1% | Reduced |
| HB Wealth Management, LLC | 12,419 | $683.7K | 0.01% | +8,843+247.3% | Added |
| C2C Wealth Management, LLC | 12,363 | $672.3K | 0.66% | −100−0.8% | Reduced |
| Royal Fund Management, LLC | 12,099 | $667.2K | 0.09% | −1,957−13.9% | Reduced |
| Stephens Inc | 12,047 | $663.2K | 0.01% | +1,177+10.8% | Added |
| Independent Financial Group, LLC | 11,996 | $660.4K | 0.03% | +877+7.9% | Added |
| Janus Henderson Group PLC | 11,985 | $660.1K | 0.00% | −7,221−37.6% | Reduced |
| Advisory Services Network, LLC | 11,955 | $658.1K | 0.01% | +307+2.6% | Added |
| Howe & Rusling Inc | 11,913 | $655.8K | 0.06% | +27+0.2% | Added |
| CIBC World Markets Corp | 11,791 | $649.1K | 0.00% | −65,519−84.7% | Reduced |
| Stratos Wealth Partners, LTD. | 11,747 | $646.7K | 0.01% | −2,072−15.0% | Reduced |
| Boothbay Fund Management, LLC | 11,667 | $642.3K | 0.02% | −23,066−66.4% | Reduced |
| Achmea Investment Management B.V. | 11,619 | $640.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 11,609 | $639.0K | 0.56% | −971−7.7% | Reduced |
| Global Retirement Partners, LLC | 11,583 | $637.6K | 0.02% | +462+4.2% | Added |
| Liberty One Investment Management, LLC | 11,532 | $635.0K | 0.07% | −385−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,393 | $627.2K | 0.01% | −3,154−21.7% | Reduced |
| Ossiam | 11,256 | $619.6K | 0.01% | +939+9.1% | Added |
| Concurrent Investment Advisors, LLC | 11,153 | $614.0K | 0.02% | +428+4.0% | Added |
| Coldstream Capital Management Inc | 11,131 | $612.8K | 0.01% | −1,117−9.1% | Reduced |
| E. Ohman J:or Asset Management AB | 10,900 | $600.0K | 0.01% | +3,700+51.4% | Added |
| Cooper Financial Group | 10,881 | $599.0K | 0.09% | +224+2.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $599.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 10,833 | $596.4K | 0.02% | −879−7.5% | Reduced |
| Diligent Investors, LLC | 10,815 | $595.3K | 0.15% | +78+0.7% | Added |
| Ethic Inc. | 10,763 | $592.5K | 0.01% | −2,445−18.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $582.5K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 8,965 | $581.0K | 0.12% | −1,370−13.3% | Reduced |
| TownSquare Capital, LLC | 10,549 | $580.7K | 0.01% | +1,509+16.7% | Added |
| Oppenheimer & Co Inc | 10,483 | $577.1K | 0.01% | +136+1.3% | Added |
| Samalin Investment Counsel, LLC | 10,413 | $573.3K | 0.27% | −2,016−16.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $572.5K | 0.14% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,320 | $568.1K | 0.00% | −352−3.3% | Reduced |
| Sigma Planning Corp | 10,316 | $567.9K | 0.02% | −2,160−17.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $565.9K | 0.01% | +277+2.8% | Added |
| Beacon Investment Advisory Services, Inc. | 10,146 | $558.5K | 0.02% | −2,249−18.1% | Reduced |
| Norinchukin Bank, The | 10,083 | $555.1K | 0.02% | −388−3.7% | Reduced |
| Independent Advisor Alliance | 10,033 | $552.3K | 0.02% | +735+7.9% | Added |
| Accel Wealth Management | 10,007 | $550.9K | 0.22% | +155+1.6% | Added |
| Walden Wealth Partners LLC | 9,851 | $542.3K | 0.30% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 9,724 | $541.1K | 0.00% | −2,107−17.8% | Reduced |
| AE Wealth Management LLC | 9,778 | $538.3K | 0.01% | +1,631+20.0% | Added |
| Assetmark, Inc | 9,709 | $534.5K | 0.00% | +578+6.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,675 | $533.0K | 0.00% | +760+8.5% | Added |
| Demars Financial Group, LLC | 9,667 | $532.2K | 0.26% | +444+4.8% | Added |
| Pinnacle Financial Partners Inc | 9,650 | $531.2K | 0.01% | −7−0.1% | Reduced |
| First National Trust Co | 9,628 | $530.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 9,621 | $529.6K | 0.00% | +195+2.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 9,602 | $528.6K | 0.32% | +97+1.0% | Added |
| Cornercap Investment Counsel Inc | 9,525 | $524.4K | 0.09% | +9,525 | New |
| Mesirow Financial Investment Management, Inc. | 9,470 | $521.3K | 0.01% | −9−0.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,427 | $518.9K | 0.13% | −6,870−42.2% | Reduced |
| GWM Advisors LLC | 9,394 | $517.1K | 0.00% | +125+1.3% | Added |
| 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 |
| O'Shaughnessy Asset Management, LLC | 9,288 | $511.3K | 0.01% | −10,895−54.0% | Reduced |
| NBC Securities, Inc. | 9,291 | $511.0K | 0.05% | +421+4.7% | Added |
| Flagship Private Wealth, LLC | 9,279 | $510.8K | 0.30% | −1,158−11.1% | Reduced |
| Evergreen Capital Management LLC | 9,087 | $508.2K | 0.02% | +3,778+71.2% | Added |
| MKT Advisors LLC | 9,108 | $499.6K | 0.25% | −609−6.3% | Reduced |
| Gen-Wealth Partners Inc | 9,043 | $497.8K | 0.24% | +3,893+75.6% | Added |
| CIC Wealth, LLC | 9,023 | $496.7K | 0.14% | −1,105−10.9% | Reduced |
| Intech Investment Management LLC | 9,005 | $495.7K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 8,909 | $490.4K | 0.01% | −312−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 8,905 | $490.2K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 8,897 | $489.8K | 0.15% | −777−8.0% | Reduced |