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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 3,334 | $210.4K | 0.03% | +3,334 | New |
| Wambolt & Associates, LLC | 3,365 | $212.1K | 0.07% | −997−22.9% | Reduced |
| Raleigh Capital Management Inc. | 3,370 | $212.7K | 0.10% | −158−4.5% | Reduced |
| Diversified Trust Co | 3,384 | $213.6K | 0.01% | −6,415−65.5% | Reduced |
| Chicago Partners Investment Group LLC | 3,469 | $213.7K | 0.01% | +3,469 | New |
| Meeder Advisory Services, Inc. | 3,392 | $214.1K | 0.01% | +3,392 | New |
| Detalus Advisors, LLC | 3,400 | $214.6K | 0.07% | +3,400 | New |
| LVW Advisors, LLC | 3,406 | $215.0K | 0.03% | +3,406 | New |
| Clearview Wealth Advisors LLC | 3,425 | $216.2K | 0.16% | +3,425 | New |
| Sagespring Wealth Partners, LLC | 3,428 | $216.4K | 0.01% | +3,428 | New |
| iA Global Asset Management Inc. | 3,446 | $217.0K | 0.00% | −924−21.1% | Reduced |
| Parsons Capital Management Inc | 3,450 | $217.7K | 0.01% | −500−12.7% | Reduced |
| SWP Financial LLC | 3,468 | $218.9K | 0.13% | +3,468 | New |
| Capital Investment Advisors, LLC | 3,477 | $219.5K | 0.00% | +3,477 | New |
| Kingsview Wealth Management, LLC | 3,495 | $220.6K | 0.00% | −814−18.9% | Reduced |
| King Wealth | 3,495 | $221.0K | 0.03% | +3,495 | New |
| Change Path, LLC | 3,526 | $222.5K | 0.01% | −721−17.0% | Reduced |
| LexAurum Advisors, LLC | 3,602 | $227.3K | 0.04% | +3,602 | New |
| Fiera Capital Corp | 3,627 | $228.9K | 0.00% | +3,627 | New |
| Capital Advisory Group Advisory Services, LLC | 3,632 | $229.2K | 0.09% | +3,632 | New |
| Capital Planning Advisors, LLC | 3,645 | $230.0K | 0.04% | +3,645 | New |
| UMA Financial Services, Inc. | 3,659 | $230.9K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,622 | $232.1K | 0.01% | +3,622 | New |
| Madden Securities Corp | 3,690 | $232.9K | 0.09% | −2,300−38.4% | Reduced |
| Venture Visionary Partners LLC | 3,694 | $233.1K | 0.01% | +3,694 | New |
| Battery Global Advisors, LLC | 3,655 | $233.9K | 0.13% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,710 | $234.1K | 0.17% | −32−0.9% | Reduced |
| Tompkins Financial Corp | 3,720 | $234.8K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,740 | $236.0K | 0.01% | −6,635−64.0% | Reduced |
| Paradigm Financial Partners, LLC | 3,743 | $236.2K | 0.03% | −960−20.4% | Reduced |
| Clear Creek Financial Management, LLC | 3,747 | $236.5K | 0.02% | −4,900−56.7% | Reduced |
| Rafferty Asset Management, LLC | 3,752 | $236.8K | 0.00% | −1,247−24.9% | Reduced |
| Mach-1 Financial Group, Inc. | 3,765 | $237.7K | 0.07% | +3,765 | New |
| High Net Worth Advisory Group LLC | 3,770 | $237.9K | 0.07% | +3,770 | New |
| Wealth Management Strategies, Inc. | 3,816 | $240.8K | 0.16% | −489−11.4% | Reduced |
| Insigneo Advisory Services, LLC | 3,853 | $243.2K | 0.03% | +3,853 | New |
| Insight Wealth Partners, LLC | 3,856 | $243.4K | 0.15% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,880 | $244.8K | 0.00% | −602−13.4% | Reduced |
| Virtue Capital Management, LLC | 3,906 | $246.5K | 0.03% | +3,906 | New |
| Optimum Investment Advisors | 3,907 | $246.6K | 0.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,908 | $246.6K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,946 | $249.0K | 0.02% | +84+2.2% | Added |
| Monterey Private Wealth, Inc. | 3,953 | $249.5K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,953 | $249.5K | 0.01% | +189+5.0% | Added |
| Equitable Holdings, Inc. | 3,959 | $249.9K | 0.00% | −1,388−26.0% | Reduced |
| Machina Capital S.A.S. | 3,966 | $250.3K | 0.07% | −3,193−44.6% | Reduced |
| GW Henssler & Associates Ltd | 3,974 | $250.8K | 0.01% | −185−4.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,980 | $251.2K | 0.06% | −532−11.8% | Reduced |
| BancorpSouth Bank | 4,000 | $252.4K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 4,002 | $252.6K | 0.00% | +4,002 | New |
| Octavia Wealth Advisors, LLC | 3,951 | $252.9K | 0.03% | +3,951 | New |
| D.B. Root & Company, LLC | 4,088 | $258.0K | 0.08% | −78−1.9% | Reduced |
| Sound Income Strategies, LLC | 4,093 | $258.3K | 0.02% | −107−2.5% | Reduced |
| Prospera Financial Services Inc | 4,095 | $258.6K | 0.01% | −1,305−24.2% | Reduced |
| Fifth Third Bancorp | 4,115 | $259.7K | 0.00% | +126+3.2% | Added |
| Peachtree Investment Partners, LLC | 4,140 | $261.3K | 0.10% | +42+1.0% | Added |
| GF Fund Management Co. Ltd. | 4,145 | $261.6K | 0.01% | +168+4.2% | Added |
| Larson Financial Group LLC | 4,153 | $262.1K | 0.01% | −20.0% | Reduced |
| Parallel Advisors, LLC | 4,154 | $262.1K | 0.01% | +1,139+37.8% | Added |
| Main Street Financial Solutions, LLC | 4,165 | $262.9K | 0.02% | −1,036−19.9% | Reduced |
| Alaska Permanent Fund Corp | 4,219 | $263.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,326 | $264.5K | 0.04% | −859−16.6% | Reduced |
| Avantax Planning Partners, Inc. | 4,207 | $265.5K | 0.01% | −2,012−32.4% | Reduced |
| Tritonpoint Wealth, LLC | 4,153 | $265.8K | 0.03% | −300−6.7% | Reduced |
| Bryn Mawr Trust Co | 4,213 | $265.9K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 4,231 | $267.0K | 0.12% | −450−9.6% | Reduced |
| Signaturefd, LLC | 4,309 | $271.9K | 0.01% | +67+1.6% | Added |
| Accurate Wealth Management, LLC | 4,766 | $275.8K | 0.05% | +490+11.5% | Added |
| Keudell/Morrison Wealth Management | 4,460 | $281.5K | 0.07% | +368+9.0% | Added |
| Vestcor Inc | 4,474 | $282.0K | 0.01% | −65,166−93.6% | Reduced |
| Everence Capital Management Inc | 4,480 | $283.0K | 0.02% | −770−14.7% | Reduced |
| AIA Group Ltd | 4,492 | $283.5K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,497 | $283.9K | 0.00% | +459+11.4% | Added |
| Dividend Assets Capital, LLC | 4,500 | $284.0K | 0.05% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 4,509 | $284.6K | 0.09% | +4,509 | New |
| Mystic Asset Management, Inc. | 4,510 | $284.6K | 0.08% | −101−2.2% | Reduced |
| Regions Financial Corp | 4,530 | $285.9K | 0.00% | +30+0.7% | Added |
| Claris Financial LLC | 5,258 | $286.4K | 0.19% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,543 | $286.7K | 0.01% | −304−6.3% | Reduced |
| Daymark Wealth Partners, LLC | 4,556 | $287.6K | 0.01% | +377+9.0% | Added |
| Joel Isaacson & Co., LLC | 4,573 | $288.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,651 | $294.0K | 0.00% | +73+1.6% | Added |
| Cherry Tree Wealth Management, LLC | 4,707 | $297.1K | 0.07% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,721 | $297.9K | 0.01% | +4,721 | New |
| Columbia Asset Management | 4,725 | $298.2K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,737 | $299.0K | 0.01% | −267−5.3% | Reduced |
| Round Rock Advisors, LLC | 4,742 | $299.3K | 0.06% | −107−2.2% | Reduced |
| Widmann Financial Services, Inc. | 4,783 | $301.8K | 0.23% | −217−4.3% | Reduced |
| Tiaa Trust, National Association | 4,786 | $302.0K | 0.00% | −5−0.1% | Reduced |
| Burney Co | 4,792 | $302.4K | 0.01% | −9−0.2% | Reduced |
| Barlow Wealth Partners, Inc. | 5,049 | $306.1K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,928 | $309.0K | 0.03% | +657+15.4% | Added |
| Shell Asset Management Co | 4,896 | $309.0K | 0.01% | −605−11.0% | Reduced |
| Apollon Financial, LLC | 4,910 | $309.9K | 0.07% | 00.0% | Unchanged |
| Family Legacy, Inc. | 4,930 | $311.1K | 0.11% | −29−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,939 | $311.7K | 0.02% | +4,939 | New |
| KPP Advisory Services LLC | 4,956 | $312.8K | 0.06% | +152+3.2% | Added |
| Summit Wealth Group, LLC | 4,954 | $313.0K | 0.09% | +15+0.3% | Added |
| Benjamin Edwards Inc | 5,068 | $319.9K | 0.00% | +75+1.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,075 | $320.3K | 0.11% | +8+0.2% | Added |