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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 19,294 | $1.22M | 0.03% | +1,837+10.5% | Added |
| Sabal Trust CO | 18,922 | $1.19M | 0.07% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 18,887 | $1.19M | 0.00% | −4,994−20.9% | Reduced |
| FIL Ltd | 18,878 | $1.19M | 0.00% | −12,849−40.5% | Reduced |
| CWM, LLC | 18,830 | $1.19M | 0.00% | +1,088+6.1% | Added |
| Gsa Capital Partners LLP | 18,609 | $1.17M | 0.11% | +3,688+24.7% | Added |
| Inceptionr LLC | 18,307 | $1.16M | 0.35% | −18,142−49.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,296 | $1.15M | 0.04% | −21−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 18,032 | $1.14M | 0.04% | +11,200+163.9% | Added |
| Geneos Wealth Management Inc. | 17,987 | $1.14M | 0.04% | +860+5.0% | Added |
| Arete Wealth Advisors, LLC | 17,982 | $1.14M | 0.09% | +554+3.2% | Added |
| Horan Capital Advisors, LLC. | 17,855 | $1.13M | 0.38% | −399−2.2% | Reduced |
| HB Wealth Management, LLC | 17,777 | $1.12M | 0.01% | +2,511+16.4% | Added |
| Harbor Investment Advisory, LLC | 17,283 | $1.09M | 0.11% | +109+0.6% | Added |
| Elo Mutual Pension Insurance Co | 16,916 | $1.07M | 0.02% | −3,228−16.0% | Reduced |
| Concurrent Investment Advisors, LLC | 16,853 | $1.06M | 0.03% | +5,322+46.2% | Added |
| TownSquare Capital, LLC | 16,653 | $1.05M | 0.01% | +3,231+24.1% | Added |
| Integrated Wealth Concepts LLC | 16,620 | $1.05M | 0.01% | −1,061−6.0% | Reduced |
| Janus Henderson Group PLC | 16,685 | $1.05M | 0.00% | −10,900−39.5% | Reduced |
| Securian Asset Management, Inc | 16,544 | $1.04M | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 16,400 | $1.04M | 0.00% | +65+0.4% | Added |
| Carnegie Lake Advisors LLC | 16,525 | $1.04M | 0.42% | −40−0.2% | Reduced |
| Mediolanum International Funds Ltd | 16,550 | $1.04M | 0.01% | −1,928−10.4% | Reduced |
| Vident Advisory, LLC | 16,356 | $1.03M | 0.02% | −8,289−33.6% | Reduced |
| Ossiam | 16,005 | $1.01M | 0.01% | −3,349−17.3% | Reduced |
| PFG Investments, LLC | 15,926 | $1.01M | 0.06% | +3,514+28.3% | Added |
| Naviter Wealth, LLC | 15,993 | $1.00M | 0.12% | +159+1.0% | Added |
| Bahl & Gaynor Inc | 15,449 | $975.0K | 0.00% | −5,260−25.4% | Reduced |
| Wealthstar Advisors, LLC | 15,301 | $965.7K | 0.44% | −539−3.4% | Reduced |
| Oppenheimer & Co Inc | 15,090 | $952.3K | 0.01% | +2,540+20.2% | Added |
| Crossmark Global Holdings, Inc. | 15,056 | $950.2K | 0.02% | −23−0.2% | Reduced |
| LRI Investments, LLC | 14,918 | $941.5K | 0.09% | +70.0% | Added |
| Kentucky Retirement Systems | 14,791 | $933.5K | 0.03% | +14,791 | New |
| Ameritas Advisory Services, LLC | 15,322 | $925.9K | 0.04% | −504−3.2% | Reduced |
| Generali Asset Management SPA SGR | 14,560 | $918.9K | 0.02% | −38,075−72.3% | Reduced |
| Stephens Inc | 14,559 | $918.8K | 0.01% | +1,167+8.7% | Added |
| Samalin Investment Counsel, LLC | 14,539 | $917.6K | 0.37% | +2,242+18.2% | Added |
| Royal Fund Management, LLC | 14,510 | $916.9K | 0.11% | −12,670−46.6% | Reduced |
| United Services Automobile Association | 14,483 | $908.1K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,088 | $889.1K | 0.03% | +14,088 | New |
| Texas Yale Capital Corp. | 14,016 | $884.6K | 0.04% | −595−4.1% | Reduced |
| SG Americas Securities, LLC | 13,903 | $877.0K | 0.00% | −18,104−56.6% | Reduced |
| Vista Investment Management | 13,786 | $870.0K | 0.34% | −1,258−8.4% | Reduced |
| Lazard Asset Management LLC | 13,759 | $867.0K | 0.00% | +4,286+45.2% | Added |
| Boothbay Fund Management, LLC | 13,498 | $851.9K | 0.03% | +13,498 | New |
| Howe & Rusling Inc | 13,254 | $836.5K | 0.07% | +36+0.3% | Added |
| RB Capital Management, LLC | 13,087 | $825.9K | 0.20% | −976−6.9% | Reduced |
| Perigon Wealth Management, LLC | 13,063 | $824.4K | 0.02% | +37+0.3% | Added |
| Tower Research Capital LLC (TRC) | 12,957 | $820.7K | 0.02% | +1,299+11.1% | Added |
| Gamco Investors, Inc. Et Al | 12,899 | $814.1K | 0.01% | −701−5.2% | Reduced |
| Gulf International Bank (UK) Ltd | 12,885 | $813.0K | 0.03% | −3,790−22.7% | Reduced |
| DoubleLine ETF Adviser LP | 12,719 | $802.7K | 0.27% | −2,995−19.1% | Reduced |
| Founders Financial Alliance, LLC | 12,577 | $793.7K | 0.19% | −750−5.6% | Reduced |
| Landscape Capital Management, L.L.C. | 12,550 | $792.0K | 0.07% | +12,550 | New |
| Envestnet Portfolio Solutions, Inc. | 12,547 | $791.8K | 0.00% | −2,246−15.2% | Reduced |
| Principal Securities, Inc. | 14,184 | $772.8K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 12,178 | $768.6K | 0.02% | +5,453+81.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,100 | $764.0K | 0.01% | +1,145+10.5% | Added |
| Wealthspire Advisors, LLC | 12,067 | $761.5K | 0.00% | +150+1.3% | Added |
| Sterling Capital Management LLC | 12,047 | $760.3K | 0.01% | −796−6.2% | Reduced |
| Liberty One Investment Management, LLC | 12,025 | $758.9K | 0.08% | −218−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,087 | $757.9K | 0.00% | +1,442+13.5% | Added |
| Cooper Financial Group | 11,824 | $746.2K | 0.10% | −81−0.7% | Reduced |
| Atria Investments LLC | 11,743 | $741.1K | 0.01% | −1,669−12.4% | Reduced |
| Cornercap Investment Counsel Inc | 11,737 | $740.7K | 0.39% | +5,510+88.5% | Added |
| Client 1st Advisory Group, LLC | 11,688 | $737.6K | 0.29% | −642−5.2% | Reduced |
| Invst, LLC | 11,633 | $734.2K | 0.10% | +11,633 | New |
| Stratos Wealth Partners, LTD. | 11,503 | $726.0K | 0.01% | +802+7.5% | Added |
| Aurora Private Wealth, Inc. | 11,477 | $724.0K | 0.58% | +23+0.2% | Added |
| Nomura Holdings Inc | 11,366 | $717.3K | 0.00% | −41,440−78.5% | Reduced |
| Nebula Research & Development LLC | 11,336 | $715.4K | 0.07% | +11,336 | New |
| Legacy Capital Wealth Partners, LLC | 11,327 | $714.8K | 0.18% | +63+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,271 | $711.3K | 0.00% | +11,271 | New |
| C2C Wealth Management, LLC | 11,113 | $701.3K | 0.66% | −1,150−9.4% | Reduced |
| Diligent Investors, LLC | 11,046 | $697.1K | 0.17% | −17−0.2% | Reduced |
| BLB&B Advisors, LLC | 11,045 | $697.1K | 0.04% | +11,045 | New |
| Steward Partners Investment Advisory, LLC | 11,026 | $695.8K | 0.01% | −1,840−14.3% | Reduced |
| Liberty Square Wealth Partners LLC | 11,009 | $694.8K | 0.27% | −90−0.8% | Reduced |
| Advisory Services Network, LLC | 10,980 | $692.9K | 0.01% | −246−2.2% | Reduced |
| HBK Sorce Advisory LLC | 10,979 | $692.9K | 0.02% | −5,999−35.3% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 10,916 | $688.9K | 0.01% | +5,032+85.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $686.7K | 0.04% | −167−1.5% | Reduced |
| Gallacher Capital Management LLC | 10,802 | $681.7K | 0.33% | +10,802 | New |
| Assetmark, Inc | 10,791 | $681.0K | 0.00% | +931+9.4% | Added |
| Susquehanna International Group, LLP | 10,565 | $666.8K | 0.00% | −14,663−58.1% | Reduced |
| D. E. Shaw & Co., Inc. | 10,465 | $660.4K | 0.00% | +5,619+116.0% | Added |
| SRS Capital Advisors, Inc. | 10,428 | $658.1K | 0.04% | −850−7.5% | Reduced |
| Accel Wealth Management | 10,344 | $652.8K | 0.24% | +154+1.5% | Added |
| Independent Advisor Alliance | 10,301 | $650.1K | 0.02% | −36−0.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $650.0K | 0.16% | −100−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,214 | $644.6K | 0.03% | −146−1.4% | Reduced |
| Norinchukin Bank, The | 10,201 | $643.8K | 0.01% | +440+4.5% | Added |
| Aster Capital Management (DIFC) Ltd | 10,000 | $642.1K | 0.12% | +10,000 | New |
| Maryland State Retirement & Pension System | 10,127 | $639.1K | 0.02% | −1,441−12.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 10,071 | $635.6K | 0.10% | +2,604+34.9% | Added |
| Buckingham Strategic Partners | 10,069 | $635.5K | 0.01% | +3,916+63.6% | Added |
| Dudley Capital Management, LLC | 10,050 | $634.3K | 0.34% | −750−6.9% | Reduced |
| Warren Averett Asset Management, LLC | 9,900 | $624.8K | 0.01% | +54+0.5% | Added |