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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 545 | $34.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $36.8K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 608 | $37.4K | 0.00% | +608 | New |
| Paladin Advisory Group, LLC | 598 | $37.7K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 600 | $37.9K | 0.02% | −150−20.0% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $38.0K | 0.03% | −1,500−71.4% | Reduced |
| Versant Capital Management, Inc | 603 | $38.1K | 0.01% | +110+22.3% | Added |
| McIlrath & Eck, LLC | 614 | $38.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 615 | $38.8K | 0.00% | −1,830−74.8% | Reduced |
| Skopos Labs, Inc. | 647 | $40.8K | 0.01% | +117+22.1% | Added |
| Massmutual Trust Co FSB | 651 | $41.1K | 0.00% | −98−13.1% | Reduced |
| Truvestments Capital LLC | 662 | $41.8K | 0.01% | −649−49.5% | Reduced |
| Quent Capital, LLC | 664 | $41.9K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 672 | $42.4K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 682 | $43.0K | 0.00% | −167−19.7% | Reduced |
| Financial Management Professionals, Inc. | 696 | $43.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $44.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 708 | $44.7K | 0.01% | −1−0.1% | Reduced |
| Ancora Advisors, LLC | 746 | $47.1K | 0.00% | +3+0.4% | Added |
| Fourth Dimension Wealth, LLC | 800 | $50.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 800 | $50.5K | 0.04% | +300+60.0% | Added |
| National Pension Service | 812 | $51.2K | 0.00% | +347+74.6% | Added |
| Bessemer Group Inc | 841 | $53.0K | 0.00% | +100+13.5% | Added |
| Bangor Savings Bank | 850 | $53.6K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $54.6K | 0.02% | 00.0% | Unchanged |
| Natixis | 878 | $55.3K | 0.00% | −140,675−99.4% | Reduced |
| Independence Bank of Kentucky | 880 | $55.5K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 877 | $55.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 887 | $56.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 895 | $56.5K | 0.01% | +895 | New |
| Smartleaf Asset Management LLC | 902 | $56.6K | 0.01% | −62−6.4% | Reduced |
| MCF Advisors LLC | 891 | $56.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 916 | $57.8K | 0.00% | −75−7.6% | Reduced |
| Boston Private Wealth LLC | 917 | $57.9K | 0.00% | +917 | New |
| Glass Jacobson Investment Advisors llc | 1,067 | $58.1K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 925 | $58.4K | 0.04% | +4+0.4% | Added |
| Central Pacific Bank - Trust Division | 961 | $60.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 965 | $60.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 957 | $61.0K | 0.00% | +7+0.7% | Added |
| National Bank of Canada | 978 | $61.7K | 0.00% | −12−1.2% | Reduced |
| Key Financial Inc | 991 | $62.6K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1,021 | $64.4K | 0.04% | +1,021 | New |
| Roxbury Financial LLC | 1,031 | $66.2K | 0.06% | +17+1.7% | Added |
| Hurley Capital, LLC | 1,051 | $66.3K | 0.05% | +1,051 | New |
| Proathlete Wealth Management LLC | 1,097 | $69.3K | 0.03% | +1,097 | New |
| Whittier Trust Co | 1,100 | $69.4K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,135 | $71.6K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,136 | $71.7K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,351 | $73.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $73.8K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,288 | $81.3K | 0.02% | +20+1.6% | Added |
| FSA Wealth Management LLC | 1,298 | $81.9K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,300 | $82.0K | 0.25% | −1,519−53.9% | Reduced |
| Logan Capital Management Inc | 1,300 | $82.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,317 | $83.1K | 0.01% | −62−4.5% | Reduced |
| Hanson & Doremus Investment Management | 1,350 | $85.0K | 0.01% | +1,350 | New |
| Sofos Investments, Inc. | 1,359 | $85.8K | 0.02% | +1,359 | New |
| Bruce G. Allen Investments, LLC | 1,437 | $90.7K | 0.07% | −34−2.3% | Reduced |
| South State Corp. | 1,439 | $90.8K | 0.00% | +195+15.7% | Added |
| CoreCap Advisors, LLC | 1,445 | $91.2K | 0.00% | +112+8.4% | Added |
| North Star Investment Management Corp. | 1,448 | $91.4K | 0.01% | +100+7.4% | Added |
| ORG Partners LLC | 1,487 | $93.9K | 0.02% | −68−4.4% | Reduced |
| Pillar Financial Advisors, LLC | 1,489 | $94.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,482 | $94.8K | 0.00% | +1,212+448.9% | Added |
| IFP Advisors, Inc | 1,510 | $95.3K | 0.00% | +56+3.9% | Added |
| Central Trust Co | 1,520 | $95.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,540 | $97.2K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,580 | $99.7K | 0.00% | +1,580 | New |
| Golden State Wealth Management, LLC | 1,622 | $102.4K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,600 | $102.4K | 0.09% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,698 | $107.2K | 0.05% | −187−9.9% | Reduced |
| Concord Wealth Partners | 1,789 | $112.9K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,879 | $118.6K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,942 | $122.6K | 0.01% | −6−0.3% | Reduced |
| Westend Capital Management, LLC | 2,000 | $126.2K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,070 | $130.6K | 0.00% | +786+61.2% | Added |
| Lindbrook Capital, LLC | 2,076 | $131.0K | 0.01% | +688+49.6% | Added |
| Wayfinding Financial, LLC | 2,177 | $139.0K | 0.06% | +2,177 | New |
| SOA Wealth Advisors, LLC. | 2,379 | $150.1K | 0.03% | +15+0.6% | Added |
| Siemens Fonds Invest GmbH | 2,384 | $150.5K | 0.01% | +2,384 | New |
| AllSquare Wealth Management LLC | 2,440 | $154.0K | 0.09% | −100−3.9% | Reduced |
| Sandy Spring Bank | 2,470 | $155.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,495 | $157.5K | 0.02% | +163+7.0% | Added |
| GAMMA Investing LLC | 2,570 | $162.2K | 0.01% | +681+36.1% | Added |
| St Germain D J Co Inc | 2,600 | $164.1K | 0.01% | +1,608+162.1% | Added |
| CIBC Private Wealth Group, LLC | 2,996 | $168.1K | 0.00% | −39−1.3% | Reduced |
| Trust Co of Vermont | 2,691 | $169.8K | 0.01% | −100−3.6% | Reduced |
| BFSG, LLC | 2,738 | $172.8K | 0.02% | +2,738 | New |
| Federation des caisses Desjardins du Quebec | 2,914 | $184.0K | 0.00% | −309−9.6% | Reduced |
| Motco | 2,952 | $186.3K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,962 | $187.0K | 0.01% | −539−15.4% | Reduced |
| Brown Brothers Harriman & Co | 2,971 | $187.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,983 | $188.3K | 0.00% | +1,053+54.6% | Added |
| HM Payson & Co | 2,990 | $188.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,052 | $192.6K | 0.01% | +997+48.5% | Added |
| Gen-Wealth Partners Inc | 3,058 | $193.0K | 0.08% | −118−3.7% | Reduced |
| Money Concepts Capital Corp | 3,218 | $203.1K | 0.02% | +3,218 | New |
| Family Wealth Partners, LLC | 3,222 | $203.3K | 0.09% | +3,222 | New |
| Bourgeon Capital Management LLC | 3,300 | $208.3K | 0.04% | +3,300 | New |
| Private Trust Co NA | 3,325 | $209.8K | 0.02% | +609+22.4% | Added |