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 |
|---|---|---|---|---|---|
| MAI Capital Management | 8,826 | $485.9K | 0.00% | +4,049+84.8% | Added |
| Peddock Capital Advisors, LLC | 8,771 | $482.8K | 0.12% | −2,303−20.8% | Reduced |
| FLC Capital Advisors | 8,661 | $476.8K | 0.12% | −150−1.7% | Reduced |
| PFG Investments, LLC | 8,427 | $463.9K | 0.03% | −293−3.4% | Reduced |
| Capital Investment Advisory Services, LLC | 8,374 | $461.0K | 0.05% | +1,157+16.0% | Added |
| Archer Investment Corp | 8,348 | $459.6K | 0.13% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 8,327 | $458.4K | 0.00% | −1,472−15.0% | Reduced |
| Inspire Advisors, LLC | 8,262 | $454.8K | 0.06% | −27−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,206 | $451.7K | 0.11% | +621+8.2% | Added |
| Austin Private Wealth, LLC | 8,166 | $449.5K | 0.05% | −655−7.4% | Reduced |
| Wellington Shields & Co., LLC | 8,156 | $449.0K | 0.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,048 | $443.1K | 0.01% | −226−2.7% | Reduced |
| FORA Capital, LLC | 8,011 | $441.0K | 0.05% | −27,895−77.7% | Reduced |
| Teamwork Financial Advisors, LLC | 7,941 | $437.1K | 0.06% | +1,136+16.7% | Added |
| Modern Wealth Management, LLC | 7,940 | $437.1K | 0.03% | +235+3.0% | Added |
| Campbell Wealth Management | 7,856 | $432.0K | 0.14% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 7,793 | $429.1K | 0.40% | +47+0.6% | Added |
| Philadelphia Trust Co | 7,790 | $429.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,707 | $424.2K | 0.02% | −1,201−13.5% | Reduced |
| J.W. Cole Advisors, Inc. | 7,702 | $424.0K | 0.02% | −3,538−31.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 7,644 | $420.8K | 0.09% | +7,644 | New |
| Buckingham Strategic Partners | 7,644 | $420.8K | 0.01% | +651+9.3% | Added |
| D.B. Root & Company, LLC | 7,631 | $420.1K | 0.14% | −848−10.0% | Reduced |
| Per Stirling Capital Management, LLC. | 7,600 | $418.4K | 0.07% | −1,123−12.9% | Reduced |
| RSM US Wealth Management LLC | 7,634 | $418.4K | 0.01% | +7,634 | New |
| Omers Administration Corp | 7,582 | $417.4K | 0.00% | +7,582 | New |
| National Asset Management, Inc. | 7,444 | $416.2K | 0.01% | −8,660−53.8% | Reduced |
| Perennial Investment Advisors, LLC | 7,556 | $416.0K | 0.06% | +741+10.9% | Added |
| Legacy Capital Wealth Partners, LLC | 7,549 | $415.6K | 0.11% | +7,549 | New |
| Wetherby Asset Management Inc | 7,511 | $413.5K | 0.02% | +280+3.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,492 | $412.4K | 0.02% | +7,492 | New |
| Focus Financial Network, Inc. | 6,816 | $409.2K | 0.02% | +134+2.0% | Added |
| Eldridge Investment Advisors, Inc. | 7,425 | $409.0K | 0.10% | −1,450−16.3% | Reduced |
| Candriam Luxembourg S.C.A. | 7,412 | $408.0K | 0.00% | −1,078−12.7% | Reduced |
| Fifth Third Bancorp | 7,360 | $405.2K | 0.00% | −208−2.7% | Reduced |
| CIBC Asset Management Inc | 7,353 | $404.8K | 0.00% | +234+3.3% | Added |
| Axxcess Wealth Management, LLC | 7,111 | $391.5K | 0.01% | −167−2.3% | Reduced |
| Burney Co | 7,088 | $390.2K | 0.01% | −140−1.9% | Reduced |
| Boston Financial Mangement LLC | 6,970 | $383.7K | 0.01% | −830−10.6% | Reduced |
| Family Legacy, Inc. | 6,949 | $382.6K | 0.14% | −189−2.6% | Reduced |
| XTX Topco Ltd | 6,945 | $382.3K | 0.03% | −1,634−19.0% | Reduced |
| Dudley Capital Management, LLC | 6,900 | $379.8K | 0.21% | 00.0% | Unchanged |
| Heirloom Wealth Management | 6,896 | $379.6K | 0.12% | −5,557−44.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,863 | $377.8K | 0.03% | −1,099−13.8% | Reduced |
| Signaturefd, LLC | 6,775 | $373.0K | 0.01% | −460−6.4% | Reduced |
| Sawyer & Company, Inc | 6,695 | $369.0K | 0.15% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,623 | $364.6K | 0.01% | −125−1.9% | Reduced |
| NewEdge Wealth, LLC | 6,592 | $362.9K | 0.01% | +923+16.3% | Added |
| D.A. Davidson & Co. | 6,579 | $362.2K | 0.00% | −688−9.5% | Reduced |
| Ballentine Partners, LLC | 6,538 | $359.9K | 0.01% | −351−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,533 | $359.6K | 0.01% | −1,534−19.0% | Reduced |
| International Assets Investment Management, LLC | 6,522 | $359.0K | 0.03% | +235+3.7% | Added |
| Empower Advisory Group, LLC | 6,521 | $359.0K | 0.00% | −601−8.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,415 | $358.7K | 0.01% | +107+1.7% | Added |
| Herold Advisors, Inc. | 6,511 | $358.5K | 0.08% | −2,584−28.4% | Reduced |
| MQS Management LLC | 6,501 | $357.9K | 0.22% | +6,501 | New |
| Kovack Advisors, Inc. | 6,416 | $353.2K | 0.04% | −1,185−15.6% | Reduced |
| Avion Wealth | 6,413 | $353.0K | 0.10% | +9+0.1% | Added |
| Centaurus Financial, Inc. | 6,387 | $352.0K | 0.02% | −1,115−14.9% | Reduced |
| Paradigm Financial Partners, LLC | 6,358 | $350.0K | 0.05% | −9,859−60.8% | Reduced |
| Park Avenue Securities LLC | 6,366 | $350.0K | 0.00% | +843+15.3% | Added |
| Fifth Third Wealth Advisors LLC | 6,284 | $345.9K | 0.03% | +6,284 | New |
| Madden Securities Corp | 6,280 | $345.7K | 0.15% | −500−7.4% | Reduced |
| Main Street Financial Solutions, LLC | 6,273 | $345.3K | 0.03% | +932+17.4% | Added |
| Avantax Planning Partners, Inc. | 6,261 | $344.7K | 0.01% | +437+7.5% | Added |
| LGT Financial Advisors LLC | 6,261 | $344.7K | 0.73% | −3,569−36.3% | Reduced |
| Atomi Financial Group, Inc. | 6,217 | $342.2K | 0.03% | +1,956+45.9% | Added |
| Optimum Investment Advisors | 6,207 | $341.7K | 0.15% | −700−10.1% | Reduced |
| Aspire Wealth Management Corp | 6,176 | $340.0K | 0.19% | +2,098+51.4% | Added |
| Northwestern Mutual Wealth Management Co | 6,158 | $339.0K | 0.00% | −3,719−37.7% | Reduced |
| Intrua Financial, LLC | 6,150 | $338.6K | 0.06% | +466+8.2% | Added |
| Prospera Financial Services Inc | 6,144 | $338.2K | 0.01% | +490+8.7% | Added |
| Wambolt & Associates, LLC | 6,190 | $338.2K | 0.10% | −1,026−14.2% | Reduced |
| Commerzbank Aktiengesellschaft | 6,084 | $335.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 6,070 | $334.2K | 0.07% | +199+3.4% | Added |
| Glenmede Trust Co NA | 5,994 | $330.0K | 0.00% | −101−1.7% | Reduced |
| Versor Investments LP | 5,992 | $329.9K | 0.06% | −3,300−35.5% | Reduced |
| Panagora Asset Management Inc | 5,990 | $329.8K | 0.00% | −9,218−60.6% | Reduced |
| True North Advisors, LLC | 5,939 | $326.9K | 0.09% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,914 | $325.6K | 0.06% | −103−1.7% | Reduced |
| Gratus Capital LLC | 5,899 | $324.7K | 0.01% | +5,899 | New |
| H&H Retirement Design & Management INC | 5,494 | $324.6K | 0.20% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,884 | $323.9K | 0.01% | +5,884 | New |
| We Are One Seven, LLC | 5,858 | $322.5K | 0.02% | −1,270−17.8% | Reduced |
| Western Wealth Management, LLC | 5,835 | $321.2K | 0.02% | −780−11.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,786 | $318.5K | 0.17% | −369−6.0% | Reduced |
| Rockport Wealth LLC | 5,782 | $318.3K | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,767 | $317.5K | 0.03% | +27+0.5% | Added |
| Widmann Financial Services, Inc. | 5,760 | $317.1K | 0.26% | −100−1.7% | Reduced |
| Allen Capital Group, LLC | 5,752 | $316.6K | 0.04% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 5,750 | $316.5K | 0.02% | −3,325−36.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,747 | $316.4K | 0.00% | −75−1.3% | Reduced |
| Ignite Planners, LLC | 5,736 | $315.7K | 0.08% | +41+0.7% | Added |
| Cullen Capital Management LLC | 5,723 | $315.1K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 5,720 | $314.9K | 0.00% | +5,720 | New |
| Profund Advisors LLC | 5,674 | $312.4K | 0.01% | −649−10.3% | Reduced |
| Symphony Financial, Ltd. Co. | 5,593 | $311.2K | 0.06% | +22+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,558 | $306.0K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,556 | $305.9K | 0.00% | +268+5.1% | Added |
| Gilbert & Cook, Inc. | 5,543 | $305.1K | 0.04% | −514−8.5% | Reduced |