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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2,939 | $161.8K | 0.02% | +116+4.1% | Added |
| IAG Wealth Partners, LLC | 2,845 | $156.6K | 0.03% | +156+5.8% | Added |
| Trust Co of Vermont | 2,791 | $153.6K | 0.01% | +2,500+859.1% | Added |
| North Star Investment Management Corp. | 2,688 | $148.0K | 0.01% | +13+0.5% | Added |
| CIBC Private Wealth Group, LLC | 2,579 | $142.4K | 0.00% | −658−20.3% | Reduced |
| AllSquare Wealth Management LLC | 2,540 | $139.8K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,522 | $138.9K | 0.01% | +79+3.2% | Added |
| Sandy Spring Bank | 2,470 | $136.0K | 0.01% | +330+15.4% | Added |
| Washington Trust Co | 2,463 | $135.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,432 | $133.9K | 0.02% | −2,475−50.4% | Reduced |
| SOA Wealth Advisors, LLC. | 2,337 | $128.7K | 0.03% | −617−20.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,282 | $125.6K | 0.01% | −892−28.1% | Reduced |
| GAMMA Investing LLC | 2,232 | $122.9K | 0.02% | +950+74.1% | Added |
| Parallel Advisors, LLC | 2,169 | $119.4K | 0.00% | −54−2.4% | Reduced |
| Pin Oak Investment Advisors Inc | 2,100 | $116.0K | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 2,055 | $113.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,014 | $110.9K | 0.01% | −1,776−46.9% | Reduced |
| Westend Capital Management, LLC | 2,000 | $109.3K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,900 | $104.6K | 0.03% | +1,900 | New |
| Rise Advisors, LLC | 1,863 | $102.6K | 0.05% | +11+0.6% | Added |
| Main Street Group, LTD | 1,836 | $100.3K | 0.04% | +102+5.9% | Added |
| ORG Partners LLC | 1,825 | $99.9K | 0.01% | +1,825 | New |
| Kelly Financial Services LLC | 1,784 | $98.2K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,600 | $93.2K | 0.08% | +1,600 | New |
| Central Trust Co | 1,520 | $83.7K | 0.00% | −901−37.2% | Reduced |
| Financial Management Professionals, Inc. | 1,500 | $83.0K | 0.01% | +17+1.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $82.6K | 0.03% | −183−10.9% | Reduced |
| Unique Wealth Strategies, LLC | 1,443 | $81.4K | 0.04% | +1,443 | New |
| Ancora Advisors, LLC | 1,388 | $76.4K | 0.00% | +356+34.5% | Added |
| JJJ Advisors Inc. | 1,370 | $75.9K | 0.02% | +107+8.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,365 | $75.2K | 0.00% | −333−19.6% | Reduced |
| Sofos Investments, Inc. | 1,359 | $74.8K | 0.02% | −1,359−50.0% | Reduced |
| Institutional & Family Asset Management, LLC | 1,319 | $72.6K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,300 | $71.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,289 | $70.9K | 0.00% | −138−9.7% | Reduced |
| South State Corp. | 1,244 | $68.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,201 | $66.1K | 0.01% | +69+6.1% | Added |
| Tyler-Stone Wealth Management | 1,200 | $66.1K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,142 | $62.9K | 0.05% | +336+41.7% | Added |
| Addison Advisors LLC | 1,136 | $62.5K | 0.02% | −18−1.6% | Reduced |
| Missouri Trust & Investment Co | 1,135 | $62.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,129 | $62.2K | 0.00% | +1,129 | New |
| Covestor Ltd | 1,127 | $62.0K | 0.04% | −316−21.9% | Reduced |
| Brown Brothers Harriman & Co | 1,126 | $62.0K | 0.00% | −76−6.3% | Reduced |
| Whittier Trust Co | 1,100 | $60.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,078 | $59.3K | 0.01% | +254+30.8% | Added |
| Salem Investment Counselors Inc | 1,000 | $55.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 992 | $54.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 946 | $53.4K | 0.00% | +675+249.1% | Added |
| Key Financial Inc | 962 | $53.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $52.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 937 | $52.0K | 0.00% | +7+0.8% | Added |
| Umb Bank N A | 939 | $51.7K | 0.00% | +108+13.0% | Added |
| Quent Capital, LLC | 927 | $51.0K | 0.01% | +41+4.6% | Added |
| Bare Financial Services, Inc | 865 | $50.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 914 | $50.0K | 0.01% | −5−0.5% | Reduced |
| MCF Advisors LLC | 891 | $49.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $48.4K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 875 | $48.2K | 0.00% | +875 | New |
| Princeton Global Asset Management LLC | 869 | $47.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 859 | $47.3K | 0.00% | +29+3.5% | Added |
| Bangor Savings Bank | 850 | $46.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 831 | $45.7K | 0.00% | +44+5.6% | Added |
| Ridgewood Investments LLC | 750 | $41.3K | 0.02% | +750 | New |
| Cassady Schiller Wealth Management, LLC | 740 | $40.7K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 718 | $39.5K | 0.02% | −1,574−68.7% | Reduced |
| Ibex Wealth Advisors | 716 | $39.4K | 0.01% | +716 | New |
| EdgeRock Capital LLC | 715 | $39.4K | 0.03% | +715 | New |
| PSI Advisors, LLC | 709 | $39.0K | 0.01% | −1,136−61.6% | Reduced |
| Alta Advisers Ltd | 700 | $38.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 700 | $38.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $38.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 688 | $37.9K | 0.01% | −31−4.3% | Reduced |
| McIlrath & Eck, LLC | 683 | $37.6K | 0.01% | +121+21.5% | Added |
| City State Bank | 682 | $37.5K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 681 | $37.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 682 | $37.2K | 0.00% | −195−22.2% | Reduced |
| Lynx Investment Advisory | 622 | $34.2K | 0.03% | +622 | New |
| Parallax Volatility Advisers, L.P. | 613 | $33.7K | 0.00% | +613 | New |
| Strengthening Families & Communities, LLC | 608 | $33.0K | 0.01% | +9+1.5% | Added |
| Paladin Advisory Group, LLC | 598 | $32.7K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $32.1K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $31.9K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 578 | $31.8K | 0.02% | +9+1.6% | Added |
| Quarry LP | 560 | $30.8K | 0.01% | +357+175.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 558 | $30.7K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 555 | $30.5K | 0.02% | +2+0.4% | Added |
| HHM Wealth Advisors, LLC | 545 | $30.0K | 0.00% | −127−18.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 543 | $29.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $29.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 502 | $27.6K | 0.00% | +502 | New |
| Riverview Trust Co | 493 | $27.1K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 489 | $26.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 483 | $26.6K | 0.00% | +453+1,510.0% | Added |
| Massmutual Trust Co FSB | 479 | $26.4K | 0.00% | +231+93.1% | Added |
| Versant Capital Management, Inc | 478 | $26.3K | 0.01% | +99+26.1% | Added |
| Richardson Financial Services Inc. | 463 | $25.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 422 | $23.2K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $22.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $22.1K | 0.00% | −198−33.0% | Reduced |