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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 5,540 | $305.0K | 0.01% | +416+8.1% | Added |
| United Capital Financial Advisers, LLC | 5,521 | $303.9K | 0.00% | −1,202−17.9% | Reduced |
| HBW Advisory Services LLC | 5,462 | $300.7K | 0.05% | −27,921−83.6% | Reduced |
| Basepoint Wealth LLC | 5,415 | $298.1K | 0.24% | +82+1.5% | Added |
| GeoWealth Management, LLC | 5,403 | $297.4K | 0.01% | −2,703−33.3% | Reduced |
| Rafferty Asset Management, LLC | 5,392 | $296.8K | 0.00% | +5,392 | New |
| Valeo Financial Advisors, LLC | 5,386 | $296.5K | 0.01% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,049 | $295.4K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,359 | $295.0K | 0.01% | +5,359 | New |
| Equitable Holdings, Inc. | 5,346 | $294.3K | 0.00% | −891−14.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,327 | $293.3K | 0.01% | +881+19.8% | Added |
| Carret Asset Management, LLC | 5,282 | $290.8K | 0.03% | −41−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,230 | $287.9K | 0.01% | −179−3.3% | Reduced |
| EP Wealth Advisors, LLC | 5,220 | $287.3K | 0.00% | −254−4.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,149 | $283.5K | 0.00% | +2,789+118.2% | Added |
| Insight Wealth Partners, LLC | 5,121 | $281.9K | 0.18% | −3,056−37.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,073 | $279.3K | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 5,068 | $279.0K | 0.03% | +678+15.4% | Added |
| Summit Wealth Group, LLC | 5,047 | $278.0K | 0.08% | 00.0% | Unchanged |
| Colony Group, LLC | 5,053 | $278.0K | 0.00% | +195+4.0% | Added |
| Round Rock Advisors, LLC | 5,020 | $276.4K | 0.07% | +206+4.3% | Added |
| Fisher Asset Management, LLC | 4,990 | $274.7K | 0.00% | −1,984−28.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,791 | $274.2K | 0.15% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,929 | $271.3K | 0.01% | +4,929 | New |
| Guyasuta Investment Advisors Inc | 4,180 | $270.9K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,915 | $270.6K | 0.02% | −314−6.0% | Reduced |
| Kathmere Capital Management, LLC | 4,907 | $270.1K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,902 | $269.9K | 0.16% | −216−4.2% | Reduced |
| Two Sigma Securities, LLC | 4,901 | $269.8K | 0.01% | −379−7.2% | Reduced |
| Diversify Advisory Services, LLC | 4,914 | $269.5K | 0.01% | −19−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,890 | $269.2K | 0.02% | −284−5.5% | Reduced |
| Credit Agricole S A | 4,800 | $264.2K | 0.00% | +4,800 | New |
| AIA Group Ltd | 4,773 | $262.8K | 0.01% | +804+20.3% | Added |
| Cordatus Wealth Management LLC | 4,747 | $261.0K | 0.10% | +384+8.8% | Added |
| Veriti Management LLC | 4,739 | $260.9K | 0.02% | +4,739 | New |
| Columbia Asset Management | 4,725 | $260.0K | 0.05% | −400−7.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 4,707 | $259.1K | 0.07% | −480−9.3% | Reduced |
| Lido Advisors, LLC | 4,609 | $257.7K | 0.00% | +611+15.3% | Added |
| Willis Johnson & Associates, Inc. | 4,598 | $253.1K | 0.02% | +543+13.4% | Added |
| Jackson Wealth Management, LLC | 4,583 | $252.0K | 0.05% | −650−12.4% | Reduced |
| Virtue Capital Management, LLC | 4,243 | $250.4K | 0.04% | −321−7.0% | Reduced |
| Private Trust Co NA | 4,525 | $249.1K | 0.03% | −802−15.1% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $247.7K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,464 | $245.7K | 0.06% | −550−11.0% | Reduced |
| Vestcor Inc | 4,459 | $245.0K | 0.01% | −10,876−70.9% | Reduced |
| Ci Investments Inc. | 4,426 | $244.0K | 0.00% | −446−9.2% | Reduced |
| Alaska Permanent Fund Corp | 4,219 | $243.9K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,403 | $242.4K | 0.01% | −603−12.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,399 | $242.2K | 0.06% | +17+0.4% | Added |
| Berger Financial Group, Inc | 4,367 | $240.4K | 0.02% | −1,174−21.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,366 | $240.3K | 0.02% | −527−10.8% | Reduced |
| SWP Financial LLC | 4,355 | $239.7K | 0.16% | −1,719−28.3% | Reduced |
| Garrison Asset Management, LLC | 4,255 | $234.2K | 0.12% | +3+0.1% | Added |
| Teacher Retirement System of Texas | 4,252 | $234.0K | 0.00% | −1,307−23.5% | Reduced |
| Tritonpoint Wealth, LLC | 4,153 | $232.2K | 0.02% | −1,205−22.5% | Reduced |
| Daymark Wealth Partners, LLC | 4,187 | $230.5K | 0.01% | +20+0.5% | Added |
| Seeds Investor LLC | 4,165 | $229.3K | 0.12% | +4,165 | New |
| GPS Wealth Strategies Group, LLC | 4,164 | $229.2K | 0.03% | −11−0.3% | Reduced |
| BancorpSouth Bank | 4,132 | $227.5K | 0.02% | −501−10.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $227.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,123 | $227.0K | 0.01% | −968−19.0% | Reduced |
| Accurate Wealth Management, LLC | 3,898 | $226.9K | 0.05% | −15−0.4% | Reduced |
| Proequities, Inc. | 4,035 | $225.6K | 0.01% | −15−0.4% | Reduced |
| Coppell Advisory Solutions LLC | 4,090 | $225.2K | 0.04% | +4,090 | New |
| Larson Financial Group LLC | 4,037 | $222.2K | 0.02% | +165+4.3% | Added |
| Catalytic Wealth RIA, LLC | 4,033 | $222.0K | 0.04% | +198+5.2% | Added |
| KPP Advisory Services LLC | 4,024 | $221.5K | 0.06% | +4,024 | New |
| Peachtree Investment Partners, LLC | 4,022 | $221.4K | 0.09% | +4,022 | New |
| 360 Financial, Inc. | 4,017 | $221.1K | 0.08% | −2,263−36.0% | Reduced |
| Prosperitas Financial LLC | 4,001 | $220.2K | 0.13% | −897−18.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,982 | $219.2K | 0.09% | −100−2.4% | Reduced |
| Monterey Private Wealth, Inc. | 3,953 | $217.6K | 0.08% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,952 | $217.6K | 0.09% | −163−4.0% | Reduced |
| Adapt Wealth Advisors, LLC | 3,951 | $217.5K | 0.14% | +3,951 | New |
| Parsons Capital Management Inc | 3,950 | $217.4K | 0.01% | 00.0% | Unchanged |
| Napa Wealth Management | 3,938 | $216.8K | 0.15% | +3,938 | New |
| Buckingham Strategic Wealth, LLC | 3,928 | $216.3K | 0.00% | +80+2.1% | Added |
| Nomura Holdings Inc | 3,909 | $215.2K | 0.00% | +3,909 | New |
| Tradition Wealth Management, LLC | 3,880 | $213.6K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,659 | $213.2K | 0.04% | −108−2.9% | Reduced |
| iA Global Asset Management Inc. | 3,870 | $213.0K | 0.00% | +3,870 | New |
| Syntegra Private Wealth Group, LLC | 3,856 | $212.3K | 0.03% | −1,093−22.1% | Reduced |
| Mach-1 Financial Group, Inc. | 3,854 | $212.2K | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,805 | $209.0K | 0.01% | +3,805 | New |
| RFG Advisory, LLC | 3,788 | $208.5K | 0.01% | −364−8.8% | Reduced |
| Motco | 3,783 | $208.3K | 0.01% | +746+24.6% | Added |
| Keynote Financial Services LLC | 3,760 | $207.0K | 0.17% | −25−0.7% | Reduced |
| Tompkins Financial Corp | 3,720 | $204.8K | 0.02% | −242−6.1% | Reduced |
| Boston Private Wealth LLC | 3,716 | $204.6K | 0.01% | −79−2.1% | Reduced |
| Change Path, LLC | 3,713 | $204.0K | 0.01% | +3,713 | New |
| Clearview Wealth Advisors LLC | 3,695 | $203.4K | 0.18% | −178−4.6% | Reduced |
| Capital Planning Advisors, LLC | 3,657 | $201.3K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,520 | $193.8K | 0.01% | +3,520 | New |
| Harbour Investments, Inc. | 3,423 | $188.4K | 0.01% | −130−3.7% | Reduced |
| PEAK6 Investments LLC | 3,373 | $185.7K | 0.01% | +3,373 | New |
| Quadrant Capital Group LLC | 3,338 | $183.8K | 0.01% | +188+6.0% | Added |
| GoalVest Advisory LLC | 3,321 | $182.8K | 0.06% | +100+3.1% | Added |
| Rakuten Investment Management, Inc. | 3,008 | $167.4K | 0.00% | +1,116+59.0% | Added |
| HM Payson & Co | 2,990 | $164.6K | 0.00% | −1,096−26.8% | Reduced |
| FIL Ltd | 2,961 | $163.0K | 0.00% | +2,961 | New |