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 |
|---|---|---|---|---|---|
| ESL Trust Services, LLC | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 410 | $22.0K | 0.00% | +61+17.5% | Added |
| Laurel Wealth Advisors LLC | 396 | $21.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 370 | $20.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $19.2K | 0.00% | −87−20.0% | Reduced |
| Creekmur Asset Management LLC | 348 | $19.2K | 0.00% | −373−51.7% | Reduced |
| Robbins Farley LLC | 345 | $19.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 344 | $18.9K | 0.00% | +5+1.5% | Added |
| Smartleaf Asset Management LLC | 328 | $18.3K | 0.00% | +94+40.2% | Added |
| Nemes Rush Group LLC | 331 | $18.2K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 307 | $17.2K | 0.00% | +307 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $16.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 298 | $16.4K | 0.01% | +298 | New |
| GHP Investment Advisors, Inc. | 285 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 283 | $15.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 270 | $15.1K | 0.00% | +270 | New |
| Triad Wealth Partners, LLC | 274 | $15.1K | 0.01% | +274 | New |
| SWS Partners | 274 | $15.1K | 0.00% | +274 | New |
| VitalStone Financial, LLC | 263 | $14.5K | 0.01% | +4+1.5% | Added |
| NewSquare Capital LLC | 256 | $14.1K | 0.00% | −38−12.9% | Reduced |
| TD Private Client Wealth LLC | 237 | $13.0K | 0.00% | +205+640.6% | Added |
| Parkside Financial Bank & Trust | 233 | $12.8K | 0.00% | +46+24.6% | Added |
| Bank of New Hampshire | 231 | $12.7K | 0.00% | −735−76.1% | Reduced |
| Ameliora Wealth Management Ltd. | 230 | $12.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $12.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 222 | $12.0K | 0.00% | +7+3.3% | Added |
| Opal Wealth Advisors, LLC | 209 | $11.5K | 0.00% | −442−67.9% | Reduced |
| Venturi Wealth Management, LLC | 207 | $11.4K | 0.00% | +88+73.9% | Added |
| NCP Inc. | 206 | $11.3K | 0.01% | +3+1.5% | Added |
| Delta Asset Management LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 200 | $11.0K | 0.00% | +200 | New |
| Smithfield Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 191 | $10.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 189 | $10.4K | 0.00% | +170+894.7% | Added |
| Cape Investment Advisory, Inc. | 187 | $10.3K | 0.00% | +3+1.6% | Added |
| M&R Capital Management Inc | 182 | $10.0K | 0.00% | +3+1.7% | Added |
| Cornerstone Planning Group LLC | 178 | $9.92K | 0.00% | −11−5.8% | Reduced |
| REAP Financial Group, LLC | 166 | $9.15K | 0.00% | −16−8.8% | Reduced |
| Salomon & Ludwin, LLC | 164 | $9.03K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $8.59K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $8.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $8.26K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 134 | $7.38K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 130 | $7.34K | 0.00% | +99+319.4% | Added |
| Beacon Capital Management, LLC | 129 | $7.10K | 0.00% | −336−72.3% | Reduced |
| Meeder Asset Management Inc | 129 | $7.10K | 0.00% | +129 | New |
| Rosenberg Matthew Hamilton | 129 | $7.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $6.83K | 0.00% | −9−6.8% | Reduced |
| First Community Trust NA | 120 | $6.61K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $5.73K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $5.64K | 0.00% | +100 | New |
| Clearstead Advisors, LLC | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $5.50K | 0.00% | +22+28.2% | Added |
| Private Ocean, LLC | 92 | $5.07K | 0.00% | −86−48.3% | Reduced |
| Signature Resources Capital Management, LLC | 91 | $5.01K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 87 | $4.79K | 0.00% | +6+7.4% | Added |
| Farmers & Merchants Investments Inc | 65 | $3.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 64 | $3.52K | 0.00% | +64 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 58 | $3.19K | 0.00% | +58 | New |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | +23+74.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.96K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 49 | $2.70K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $2.64K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $1.82K | 0.00% | −4−10.8% | Reduced |
| Red Tortoise LLC | 32 | $1.76K | 0.00% | +32 | New |
| Eukles Asset Management | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 29 | $1.60K | 0.00% | +29 | New |
| Park Place Capital Corp | 28 | $1.54K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 27 | $1.51K | 0.00% | −1,456−98.2% | Reduced |
| Caitlin John, LLC | 27 | $1.47K | 0.00% | +1+3.8% | Added |
| Horizon Investments, LLC | 23 | $1.27K | 0.00% | +23 | New |
| Continuum Advisory, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $771 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $730 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 10 | $551 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $330 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $231 | 0.00% | +4 | New |
| Scarborough Advisors, LLC | 4 | $220 | 0.00% | +4 | New |
| TFC Financial Management | 2 | $111 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −1,235,166−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −289,443−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −191,379−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −172,649−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −67,386−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −31,836−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −18,140−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,776−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −16,709−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −13,818−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,701−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,760−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −9,747−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −7,518−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,752−100.0% | Sold out |