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, Q1 2025
Institutional positions in W. P. Carey Inc. as of Mar 31, 2025. 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
- 823
- +52 vs. Q4 2024
- Shares held
- 156.5M
- +6.49M (+4.3%) vs. Q4 2024
- Total value
- $9.82B
- +$1.69B (+20.7%) vs. Q4 2024
- New holders
- 114
- 311 more added
- Sold out
- 62
- 265 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 0 | $30 | 0.00% | 0 | New |
| Greenline Partners, LLC | 2 | $126 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $127 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $253 | 0.00% | +4 | New |
| Crewe Advisors LLC | 5 | $316 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $316 | 0.00% | +1+25.0% | Added |
| Glen Eagle Advisors, LLC | 6 | $379 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $468 | 0.00% | +6+300.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 7 | $471 | 0.00% | +7 | New |
| Binnacle Investments Inc | 8 | $505 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $631 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $704 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $768 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 14 | $884 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $912 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.14K | 0.00% | +18 | New |
| Continuum Advisory, LLC | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 19 | $1.20K | 0.00% | +19 | New |
| MV Capital Management, Inc. | 21 | $1.33K | 0.00% | −510−96.0% | Reduced |
| Bernard Wealth Management Corp. | 22 | $1.39K | 0.00% | +22 | New |
| Horizon Investments, LLC | 24 | $1.51K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | +8+25.8% | Added |
| Red Tortoise LLC | 32 | $2.02K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 34 | $2.14K | 0.00% | −25−42.4% | Reduced |
| Highline Wealth Partners LLC | 36 | $2.27K | 0.00% | +36 | New |
| Park Place Capital Corp | 47 | $2.97K | 0.00% | +47 | New |
| Insight Financial Services | 48 | $3.03K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 51 | $3.22K | 0.00% | −58−53.2% | Reduced |
| Sachetta, LLC | 51 | $3.22K | 0.00% | +17+50.0% | Added |
| Cohen & Steers, Inc. | 71 | $4.00K | 0.00% | −42−37.2% | Reduced |
| Painted Porch Advisors LLC | 65 | $4.10K | 0.00% | +65 | New |
| Bokf, NA | 68 | $4.29K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $4.46K | 0.00% | +1+1.4% | Added |
| ASR Vermogensbeheer N.V. | 79 | $4.99K | 0.00% | +79 | New |
| Birchbrook, Inc. | 80 | $5.05K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 82 | $5.17K | 0.00% | +82 | New |
| Meeder Asset Management Inc | 84 | $5.30K | 0.00% | −55−39.6% | Reduced |
| Saudi Central Bank | 86 | $5.43K | 0.03% | +86 | New |
| Wealth Preservation Advisors, LLC | 87 | $5.49K | 0.00% | +87 | New |
| Transce3nd, LLC | 91 | $5.74K | 0.00% | −1,595−94.6% | Reduced |
| Signature Resources Capital Management, LLC | 91 | $5.74K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 92 | $5.81K | 0.00% | +54+142.1% | Added |
| Bogart Wealth, LLC | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $6.50K | 0.00% | −548−84.2% | Reduced |
| Rosenberg Matthew Hamilton | 108 | $6.82K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 110 | $6.94K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $7.26K | 0.00% | −14−10.9% | Reduced |
| MPWM Advisory Solutions, LLC | 116 | $7.32K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $7.57K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $8.21K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 131 | $8.27K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 131 | $8.27K | 0.00% | +2+1.6% | Added |
| Blume Capital Management, Inc. | 139 | $8.77K | 0.00% | +5+3.7% | Added |
| Retirement Wealth Solutions LLC | 141 | $8.89K | 0.01% | +1+0.7% | Added |
| Farmers & Merchants Investments Inc | 145 | $9.15K | 0.00% | +80+123.1% | Added |
| Salomon & Ludwin, LLC | 146 | $9.21K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $9.47K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 150 | $9.47K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $9.78K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 160 | $10.1K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 191 | $12.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 210 | $13.3K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 215 | $13.6K | 0.02% | +3+1.4% | Added |
| TD Waterhouse Canada Inc. | 219 | $13.8K | 0.00% | +219 | New |
| GoalVest Advisory LLC | 222 | $14.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 230 | $14.5K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $15.5K | 0.00% | +37+17.8% | Added |
| TD Private Client Wealth LLC | 249 | $15.7K | 0.00% | +12+5.1% | Added |
| Parkside Financial Bank & Trust | 256 | $16.2K | 0.00% | +9+3.6% | Added |
| Demars Financial Group, LLC | 1,060,816 | $16.8K | 0.48% | +62,524+6.3% | Added |
| Greykasell Wealth Strategies, Inc. | 280 | $17.7K | 0.01% | +280 | New |
| Cornerstone Planning Group LLC | 292 | $17.8K | 0.00% | +134+84.8% | Added |
| GHP Investment Advisors, Inc. | 285 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 293 | $18.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $18.9K | 0.00% | +150+100.0% | Added |
| Atlantic Trust, LLC | 334 | $21.1K | 0.00% | +334 | New |
| Rossby Financial, LCC | 348 | $21.1K | 0.01% | +348 | New |
| Robbins Farley LLC | 345 | $21.8K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 347 | $21.9K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $22.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 372 | $23.5K | 0.01% | +19+5.4% | Added |
| Montag A & Associates Inc | 370 | $23.7K | 0.00% | −200−35.1% | Reduced |
| Nemes Rush Group LLC | 381 | $24.1K | 0.00% | +5+1.3% | Added |
| Laurel Wealth Advisors LLC | 396 | $25.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $25.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $25.4K | 0.00% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 421 | $26.0K | 0.01% | +421 | New |
| First United Bank Trust | 415 | $26.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 422 | $26.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 422 | $26.7K | 0.01% | +138+48.6% | Added |
| Covestor Ltd | 424 | $27.0K | 0.02% | +3+0.7% | Added |
| Richardson Financial Services Inc. | 463 | $29.2K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 482 | $30.4K | 0.00% | +242+100.8% | Added |
| Riverview Trust Co | 493 | $31.1K | 0.03% | 00.0% | Unchanged |
| City State Bank | 518 | $32.7K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 541 | $34.2K | 0.02% | −50−8.5% | Reduced |