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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 5,124 | $321.3K | 0.00% | +2,025+65.3% | Added |
| Flagship Private Wealth, LLC | 5,183 | $327.1K | 0.16% | −200−3.7% | Reduced |
| Jackson Wealth Management, LLC | 5,233 | $330.0K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,282 | $333.3K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,288 | $333.8K | 0.03% | +1,096+26.1% | Added |
| Private Advisory Group LLC | 5,319 | $335.7K | 0.04% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,494 | $336.8K | 0.22% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,261 | $338.4K | 0.01% | +1,644+45.5% | Added |
| Perennial Investment Advisors, LLC | 5,419 | $342.0K | 0.04% | −223−4.0% | Reduced |
| Inspire Advisors, LLC | 5,439 | $343.3K | 0.04% | −269−4.7% | Reduced |
| Farther Finance Advisors, LLC | 5,464 | $344.4K | 0.01% | +2,859+109.8% | Added |
| Western Wealth Management, LLC | 5,461 | $344.6K | 0.02% | −418−7.1% | Reduced |
| DF Dent & Co Inc | 5,464 | $344.8K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,470 | $345.2K | 0.27% | +88+1.6% | Added |
| Capital Advisors Inc | 5,473 | $345.4K | 0.01% | +5,473 | New |
| Applied Finance Capital Management, LLC | 5,490 | $346.5K | 0.03% | +221+4.2% | Added |
| Avion Wealth | 6,413 | $349.0K | 0.09% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,584 | $352.4K | 0.00% | −9−0.2% | Reduced |
| Kovack Advisors, Inc. | 5,593 | $353.0K | 0.04% | +749+15.5% | Added |
| Quadcap Wealth Management, LLC | 5,632 | $355.4K | 0.05% | +488+9.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $356.3K | 0.00% | −4,634−45.1% | Reduced |
| International Assets Investment Management, LLC | 5,654 | $356.8K | 0.03% | −941−14.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,659 | $357.2K | 0.09% | −2,059−26.7% | Reduced |
| Allen Capital Group, LLC | 5,680 | $358.5K | 0.04% | −72−1.3% | Reduced |
| FNY Investment Advisers, LLC | 5,700 | $359.0K | 0.22% | +5,700 | New |
| Valeo Financial Advisors, LLC | 5,717 | $360.8K | 0.01% | +320+5.9% | Added |
| Cullen Capital Management LLC | 5,728 | $361.5K | 0.00% | +5,728 | New |
| Savant Capital, LLC | 5,753 | $363.1K | 0.00% | −6,373−52.6% | Reduced |
| Gilbert & Cook, Inc. | 5,768 | $364.0K | 0.05% | +126+2.2% | Added |
| Seeds Investor LLC | 5,785 | $365.1K | 0.10% | +537+10.2% | Added |
| Centaurus Financial, Inc. | 5,817 | $367.0K | 0.02% | −145−2.4% | Reduced |
| Empower Advisory Group, LLC | 5,827 | $367.7K | 0.00% | +1,423+32.3% | Added |
| NewEdge Wealth, LLC | 5,839 | $368.5K | 0.01% | +31+0.5% | Added |
| Bridgefront Capital, LLC | 5,845 | $368.9K | 0.11% | +5,845 | New |
| True North Advisors, LLC | 5,859 | $369.8K | 0.07% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,885 | $371.0K | 0.15% | −35−0.6% | Reduced |
| RSM US Wealth Management LLC | 5,805 | $371.2K | 0.01% | +311+5.7% | Added |
| Ethos Financial Group, LLC | 5,893 | $371.9K | 0.04% | +5,893 | New |
| Herold Advisors, Inc. | 5,898 | $372.3K | 0.08% | −745−11.2% | Reduced |
| National Asset Management, Inc. | 5,966 | $376.5K | 0.01% | −199−3.2% | Reduced |
| Laraway Financial Inc | 5,989 | $378.0K | 0.30% | +5,989 | New |
| Rakuten Investment Management, Inc. | 6,039 | $378.6K | 0.00% | +6,039 | New |
| Fifth Third Wealth Advisors LLC | 6,209 | $391.9K | 0.02% | +22+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 6,223 | $392.7K | 0.20% | +118+1.9% | Added |
| Investment Management Corp of Ontario | 6,229 | $393.1K | 0.01% | +100+1.6% | Added |
| We Are One Seven, LLC | 6,238 | $393.7K | 0.02% | +1,082+21.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,244 | $394.1K | 0.18% | +6,244 | New |
| Quarry LP | 6,247 | $394.2K | 0.10% | +5,323+576.1% | Added |
| Jacobi Capital Management LLC | 6,267 | $395.5K | 0.03% | +225+3.7% | Added |
| Merit Financial Group, LLC | 6,288 | $396.8K | 0.01% | +6,288 | New |
| Prime Capital Investment Advisors, LLC | 6,298 | $397.5K | 0.00% | +1,051+20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,300 | $397.6K | 0.03% | +6,300 | New |
| Ignite Planners, LLC | 6,565 | $406.2K | 0.08% | +1,144+21.1% | Added |
| MKT Advisors LLC | 7,144 | $406.9K | 0.19% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,549 | $413.3K | 0.00% | −1,303−16.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,639 | $419.0K | 0.02% | +729+12.3% | Added |
| GWN Securities Inc. | 6,876 | $419.5K | 0.02% | +6,876 | New |
| Ballentine Partners, LLC | 6,671 | $421.0K | 0.01% | −460−6.5% | Reduced |
| Peddock Capital Advisors, LLC | 6,706 | $423.2K | 0.11% | −1,005−13.0% | Reduced |
| Sunbelt Securities, Inc. | 6,721 | $424.1K | 0.04% | +1,642+32.3% | Added |
| Sigma Planning Corp | 6,796 | $428.9K | 0.01% | −237−3.4% | Reduced |
| Credit Agricole S A | 6,857 | $432.7K | 0.00% | +6+0.1% | Added |
| Impact Partnership Wealth, LLC | 6,859 | $432.8K | 0.09% | −1,440−17.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,868 | $433.4K | 0.38% | +29+0.4% | Added |
| Crestwood Advisors Group LLC | 6,877 | $434.0K | 0.01% | +185+2.8% | Added |
| Pensionmark Financial Group, LLC | 6,909 | $436.0K | 0.01% | +284+4.3% | Added |
| Commerzbank Aktiengesellschaft | 7,007 | $443.0K | 0.01% | +923+15.2% | Added |
| Quadrant Capital Group LLC | 7,055 | $445.2K | 0.02% | +4,157+143.4% | Added |
| Archer Investment Corp | 7,068 | $446.1K | 0.12% | −1,280−15.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,069 | $446.2K | 0.26% | −2,718−27.8% | Reduced |
| Hilltop Holdings Inc. | 7,108 | $448.6K | 0.03% | +1,832+34.7% | Added |
| Evergreen Capital Management LLC | 7,058 | $450.8K | 0.02% | +345+5.1% | Added |
| Eldridge Investment Advisors, Inc. | 7,188 | $453.6K | 0.10% | −775−9.7% | Reduced |
| GWM Advisors LLC | 7,204 | $454.6K | 0.00% | −992−12.1% | Reduced |
| Everstar Asset Management, LLC | 7,252 | $457.7K | 0.30% | +156+2.2% | Added |
| Ethic Inc. | 7,299 | $460.0K | 0.01% | −809−10.0% | Reduced |
| Per Stirling Capital Management, LLC. | 7,292 | $460.2K | 0.07% | +113+1.6% | Added |
| RFG Advisory, LLC | 7,430 | $468.9K | 0.01% | +1,057+16.6% | Added |
| Philadelphia Trust Co | 7,500 | $473.0K | 0.04% | −290−3.7% | Reduced |
| Teamwork Financial Advisors, LLC | 7,581 | $478.4K | 0.07% | +543+7.7% | Added |
| Bank of Nova Scotia | 7,609 | $480.2K | 0.00% | −6,476−46.0% | Reduced |
| Austin Private Wealth, LLC | 7,621 | $481.0K | 0.04% | +13+0.2% | Added |
| Axis Wealth Partners, LLC | 7,645 | $482.5K | 0.36% | −952−11.1% | Reduced |
| FLC Capital Advisors | 7,709 | $486.5K | 0.11% | +486+6.7% | Added |
| Focus Financial Network, Inc. | 7,736 | $488.2K | 0.02% | −259−3.2% | Reduced |
| Omers Administration Corp | 7,836 | $494.5K | 0.00% | −1,294−14.2% | Reduced |
| Shelton Capital Management | 7,964 | $502.6K | 0.01% | −296−3.6% | Reduced |
| Kestra Investment Management, LLC | 7,999 | $504.8K | 0.02% | +7,999 | New |
| Kingswood Wealth Advisors, LLC | 8,135 | $513.1K | 0.05% | −1,526−15.8% | Reduced |
| Hudson Portfolio Management LLC | 8,167 | $515.4K | 0.49% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 8,230 | $519.4K | 0.16% | +350+4.4% | Added |
| Atomi Financial Group, Inc. | 8,276 | $522.3K | 0.02% | +2,313+38.8% | Added |
| Intrua Financial, LLC | 8,285 | $522.9K | 0.08% | +228+2.8% | Added |
| Capital Investment Advisory Services, LLC | 8,330 | $525.7K | 0.05% | −368−4.2% | Reduced |
| SummitTX Capital, L.P. | 8,361 | $527.7K | 0.02% | +8,361 | New |
| Northwestern Mutual Wealth Management Co | 8,451 | $533.4K | 0.00% | +2,454+40.9% | Added |
| Colonial Trust Co | 8,461 | $534.0K | 0.08% | −326−3.7% | Reduced |
| Simplex Trading, LLC | 8,586 | $541.0K | 0.02% | +8,586 | New |
| NBC Securities, Inc. | 8,696 | $548.0K | 0.05% | +8,688+108,600.0% | Added |
| Brookwood Investment Group LLC | 8,844 | $558.1K | 0.10% | +8,844 | New |