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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 8,943 | $564.4K | 0.00% | +4,353+94.8% | Added |
| Congress Wealth Management LLC | 8,943 | $564.5K | 0.01% | +8,943 | New |
| Commerce Bank | 9,049 | $571.1K | 0.00% | +587+6.9% | Added |
| Modern Wealth Management, LLC | 9,167 | $578.5K | 0.02% | +2,093+29.6% | Added |
| Spirit of America Management Corp | 9,200 | $580.6K | 0.12% | 00.0% | Unchanged |
| MAI Capital Management | 9,209 | $581.2K | 0.00% | −4,791−34.2% | Reduced |
| CIBC Asset Management Inc | 9,255 | $584.1K | 0.00% | +441+5.0% | Added |
| Independent Financial Group, LLC | 9,316 | $587.9K | 0.02% | +49+0.5% | Added |
| ProShare Advisors LLC | 9,324 | $588.4K | 0.00% | −915−8.9% | Reduced |
| IHT Wealth Management, LLC | 9,375 | $591.7K | 0.02% | +1,738+22.8% | Added |
| WealthPlan Investment Management, LLC | 9,378 | $591.8K | 0.06% | −533−5.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $595.8K | 0.01% | −244−2.4% | Reduced |
| D.A. Davidson & Co. | 9,451 | $596.5K | 0.00% | +2,996+46.4% | Added |
| EP Wealth Advisors, LLC | 9,499 | $599.5K | 0.00% | −3,138−24.8% | Reduced |
| Ieq Capital, LLC | 9,508 | $600.0K | 0.00% | +5,335+127.8% | Added |
| Wolverine Trading, LLC | 9,597 | $601.7K | 0.02% | −28,536−74.8% | Reduced |
| Applied Capital LLC | 9,535 | $601.8K | 0.48% | +4,307+82.4% | Added |
| E. Ohman J:or Asset Management AB | 9,600 | $605.9K | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 9,628 | $607.6K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 9,661 | $609.7K | 0.09% | +369+4.0% | Added |
| Pinnacle Financial Partners Inc | 9,670 | $610.3K | 0.01% | +20+0.2% | Added |
| Old Port Advisors | 9,743 | $614.9K | 0.18% | +803+9.0% | Added |
| Gutierrez Wealth Advisory, LLC | 9,746 | $615.1K | 0.50% | +2,218+29.5% | Added |
| Warren Averett Asset Management, LLC | 9,900 | $624.8K | 0.01% | +54+0.5% | Added |
| Dudley Capital Management, LLC | 10,050 | $634.3K | 0.34% | −750−6.9% | Reduced |
| Buckingham Strategic Partners | 10,069 | $635.5K | 0.01% | +3,916+63.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,071 | $635.6K | 0.10% | +2,604+34.9% | Added |
| Maryland State Retirement & Pension System | 10,127 | $639.1K | 0.02% | −1,441−12.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 10,000 | $642.1K | 0.12% | +10,000 | New |
| Norinchukin Bank, The | 10,201 | $643.8K | 0.01% | +440+4.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,214 | $644.6K | 0.03% | −146−1.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $650.0K | 0.16% | −100−1.0% | Reduced |
| Independent Advisor Alliance | 10,301 | $650.1K | 0.02% | −36−0.3% | Reduced |
| Accel Wealth Management | 10,344 | $652.8K | 0.24% | +154+1.5% | Added |
| SRS Capital Advisors, Inc. | 10,428 | $658.1K | 0.04% | −850−7.5% | Reduced |
| D. E. Shaw & Co., Inc. | 10,465 | $660.4K | 0.00% | +5,619+116.0% | Added |
| Susquehanna International Group, LLP | 10,565 | $666.8K | 0.00% | −14,663−58.1% | Reduced |
| Assetmark, Inc | 10,791 | $681.0K | 0.00% | +931+9.4% | Added |
| Gallacher Capital Management LLC | 10,802 | $681.7K | 0.33% | +10,802 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $686.7K | 0.04% | −167−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,916 | $688.9K | 0.01% | +5,032+85.5% | Added |
| Adams Wealth Management | 10,956 | $691.4K | 0.14% | −719−6.2% | Reduced |
| CacheTech Inc. | 10,956 | $691.4K | 0.13% | −719−6.2% | Reduced |
| HBK Sorce Advisory LLC | 10,979 | $692.9K | 0.02% | −5,999−35.3% | Reduced |
| Advisory Services Network, LLC | 10,980 | $692.9K | 0.01% | −246−2.2% | Reduced |
| Liberty Square Wealth Partners LLC | 11,009 | $694.8K | 0.27% | −90−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,026 | $695.8K | 0.01% | −1,840−14.3% | Reduced |
| BLB&B Advisors, LLC | 11,045 | $697.1K | 0.04% | +11,045 | New |
| Diligent Investors, LLC | 11,046 | $697.1K | 0.17% | −17−0.2% | Reduced |
| C2C Wealth Management, LLC | 11,113 | $701.3K | 0.66% | −1,150−9.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,271 | $711.3K | 0.00% | +11,271 | New |
| Legacy Capital Wealth Partners, LLC | 11,327 | $714.8K | 0.18% | +63+0.6% | Added |
| Nebula Research & Development LLC | 11,336 | $715.4K | 0.07% | +11,336 | New |
| Nomura Holdings Inc | 11,366 | $717.3K | 0.00% | −41,440−78.5% | Reduced |
| Aurora Private Wealth, Inc. | 11,477 | $724.0K | 0.58% | +23+0.2% | Added |
| Stratos Wealth Partners, LTD. | 11,503 | $726.0K | 0.01% | +802+7.5% | Added |
| Invst, LLC | 11,633 | $734.2K | 0.10% | +11,633 | New |
| Client 1st Advisory Group, LLC | 11,688 | $737.6K | 0.29% | −642−5.2% | Reduced |
| Cornercap Investment Counsel Inc | 11,737 | $740.7K | 0.39% | +5,510+88.5% | Added |
| Atria Investments LLC | 11,743 | $741.1K | 0.01% | −1,669−12.4% | Reduced |
| Cooper Financial Group | 11,824 | $746.2K | 0.10% | −81−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,087 | $757.9K | 0.00% | +1,442+13.5% | Added |
| Liberty One Investment Management, LLC | 12,025 | $758.9K | 0.08% | −218−1.8% | Reduced |
| Sterling Capital Management LLC | 12,047 | $760.3K | 0.01% | −796−6.2% | Reduced |
| Wealthspire Advisors, LLC | 12,067 | $761.5K | 0.00% | +150+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,100 | $764.0K | 0.01% | +1,145+10.5% | Added |
| Allstate Corp | 12,178 | $768.6K | 0.02% | +5,453+81.1% | Added |
| Principal Securities, Inc. | 14,184 | $772.8K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,547 | $791.8K | 0.00% | −2,246−15.2% | Reduced |
| Landscape Capital Management, L.L.C. | 12,550 | $792.0K | 0.07% | +12,550 | New |
| Founders Financial Alliance, LLC | 12,577 | $793.7K | 0.19% | −750−5.6% | Reduced |
| DoubleLine ETF Adviser LP | 12,719 | $802.7K | 0.27% | −2,995−19.1% | Reduced |
| Gulf International Bank (UK) Ltd | 12,885 | $813.0K | 0.03% | −3,790−22.7% | Reduced |
| Gamco Investors, Inc. Et Al | 12,899 | $814.1K | 0.01% | −701−5.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,957 | $820.7K | 0.02% | +1,299+11.1% | Added |
| Perigon Wealth Management, LLC | 13,063 | $824.4K | 0.02% | +37+0.3% | Added |
| RB Capital Management, LLC | 13,087 | $825.9K | 0.20% | −976−6.9% | Reduced |
| Howe & Rusling Inc | 13,254 | $836.5K | 0.07% | +36+0.3% | Added |
| Boothbay Fund Management, LLC | 13,498 | $851.9K | 0.03% | +13,498 | New |
| Lazard Asset Management LLC | 13,759 | $867.0K | 0.00% | +4,286+45.2% | Added |
| Vista Investment Management | 13,786 | $870.0K | 0.34% | −1,258−8.4% | Reduced |
| SG Americas Securities, LLC | 13,903 | $877.0K | 0.00% | −18,104−56.6% | Reduced |
| Texas Yale Capital Corp. | 14,016 | $884.6K | 0.04% | −595−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 14,088 | $889.1K | 0.03% | +14,088 | New |
| United Services Automobile Association | 14,483 | $908.1K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 14,510 | $916.9K | 0.11% | −12,670−46.6% | Reduced |
| Samalin Investment Counsel, LLC | 14,539 | $917.6K | 0.37% | +2,242+18.2% | Added |
| Stephens Inc | 14,559 | $918.8K | 0.01% | +1,167+8.7% | Added |
| Generali Asset Management SPA SGR | 14,560 | $918.9K | 0.02% | −38,075−72.3% | Reduced |
| Ameritas Advisory Services, LLC | 15,322 | $925.9K | 0.04% | −504−3.2% | Reduced |
| Kentucky Retirement Systems | 14,791 | $933.5K | 0.03% | +14,791 | New |
| LRI Investments, LLC | 14,918 | $941.5K | 0.09% | +70.0% | Added |
| Crossmark Global Holdings, Inc. | 15,056 | $950.2K | 0.02% | −23−0.2% | Reduced |
| Oppenheimer & Co Inc | 15,090 | $952.3K | 0.01% | +2,540+20.2% | Added |
| Wealthstar Advisors, LLC | 15,301 | $965.7K | 0.44% | −539−3.4% | Reduced |
| Bahl & Gaynor Inc | 15,449 | $975.0K | 0.00% | −5,260−25.4% | Reduced |
| Naviter Wealth, LLC | 15,993 | $1.00M | 0.12% | +159+1.0% | Added |
| PFG Investments, LLC | 15,926 | $1.01M | 0.06% | +3,514+28.3% | Added |
| Ossiam | 16,005 | $1.01M | 0.01% | −3,349−17.3% | Reduced |
| Vident Advisory, LLC | 16,356 | $1.03M | 0.02% | −8,289−33.6% | Reduced |