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 |
|---|---|---|---|---|---|
| Gutierrez Wealth Advisory, LLC | 9,746 | $615.1K | 0.50% | +2,218+29.5% | Added |
| Old Port Advisors | 9,743 | $614.9K | 0.18% | +803+9.0% | Added |
| Pinnacle Financial Partners Inc | 9,670 | $610.3K | 0.01% | +20+0.2% | Added |
| WealthPLAN Partners, LLC | 9,661 | $609.7K | 0.09% | +369+4.0% | Added |
| First National Trust Co | 9,628 | $607.6K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,600 | $605.9K | 0.02% | 00.0% | Unchanged |
| Applied Capital LLC | 9,535 | $601.8K | 0.48% | +4,307+82.4% | Added |
| Wolverine Trading, LLC | 9,597 | $601.7K | 0.02% | −28,536−74.8% | Reduced |
| Ieq Capital, LLC | 9,508 | $600.0K | 0.00% | +5,335+127.8% | Added |
| EP Wealth Advisors, LLC | 9,499 | $599.5K | 0.00% | −3,138−24.8% | Reduced |
| D.A. Davidson & Co. | 9,451 | $596.5K | 0.00% | +2,996+46.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $595.8K | 0.01% | −244−2.4% | Reduced |
| WealthPlan Investment Management, LLC | 9,378 | $591.8K | 0.06% | −533−5.4% | Reduced |
| IHT Wealth Management, LLC | 9,375 | $591.7K | 0.02% | +1,738+22.8% | Added |
| ProShare Advisors LLC | 9,324 | $588.4K | 0.00% | −915−8.9% | Reduced |
| Independent Financial Group, LLC | 9,316 | $587.9K | 0.02% | +49+0.5% | Added |
| CIBC Asset Management Inc | 9,255 | $584.1K | 0.00% | +441+5.0% | Added |
| MAI Capital Management | 9,209 | $581.2K | 0.00% | −4,791−34.2% | Reduced |
| Spirit of America Management Corp | 9,200 | $580.6K | 0.12% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 9,167 | $578.5K | 0.02% | +2,093+29.6% | Added |
| Commerce Bank | 9,049 | $571.1K | 0.00% | +587+6.9% | Added |
| Congress Wealth Management LLC | 8,943 | $564.5K | 0.01% | +8,943 | New |
| AE Wealth Management LLC | 8,943 | $564.4K | 0.00% | +4,353+94.8% | Added |
| Brookwood Investment Group LLC | 8,844 | $558.1K | 0.10% | +8,844 | New |
| NBC Securities, Inc. | 8,696 | $548.0K | 0.05% | +8,688+108,600.0% | Added |
| Simplex Trading, LLC | 8,586 | $541.0K | 0.02% | +8,586 | New |
| Colonial Trust Co | 8,461 | $534.0K | 0.08% | −326−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,451 | $533.4K | 0.00% | +2,454+40.9% | Added |
| SummitTX Capital, L.P. | 8,361 | $527.7K | 0.02% | +8,361 | New |
| Capital Investment Advisory Services, LLC | 8,330 | $525.7K | 0.05% | −368−4.2% | Reduced |
| Intrua Financial, LLC | 8,285 | $522.9K | 0.08% | +228+2.8% | Added |
| Atomi Financial Group, Inc. | 8,276 | $522.3K | 0.02% | +2,313+38.8% | Added |
| Wellington Shields & Co., LLC | 8,230 | $519.4K | 0.16% | +350+4.4% | Added |
| Hudson Portfolio Management LLC | 8,167 | $515.4K | 0.49% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 8,135 | $513.1K | 0.05% | −1,526−15.8% | Reduced |
| Kestra Investment Management, LLC | 7,999 | $504.8K | 0.02% | +7,999 | New |
| Shelton Capital Management | 7,964 | $502.6K | 0.01% | −296−3.6% | Reduced |
| Omers Administration Corp | 7,836 | $494.5K | 0.00% | −1,294−14.2% | Reduced |
| Focus Financial Network, Inc. | 7,736 | $488.2K | 0.02% | −259−3.2% | Reduced |
| FLC Capital Advisors | 7,709 | $486.5K | 0.11% | +486+6.7% | Added |
| Axis Wealth Partners, LLC | 7,645 | $482.5K | 0.36% | −952−11.1% | Reduced |
| Austin Private Wealth, LLC | 7,621 | $481.0K | 0.04% | +13+0.2% | Added |
| Bank of Nova Scotia | 7,609 | $480.2K | 0.00% | −6,476−46.0% | Reduced |
| Teamwork Financial Advisors, LLC | 7,581 | $478.4K | 0.07% | +543+7.7% | Added |
| Philadelphia Trust Co | 7,500 | $473.0K | 0.04% | −290−3.7% | Reduced |
| RFG Advisory, LLC | 7,430 | $468.9K | 0.01% | +1,057+16.6% | Added |
| Per Stirling Capital Management, LLC. | 7,292 | $460.2K | 0.07% | +113+1.6% | Added |
| Ethic Inc. | 7,299 | $460.0K | 0.01% | −809−10.0% | Reduced |
| Everstar Asset Management, LLC | 7,252 | $457.7K | 0.30% | +156+2.2% | Added |
| GWM Advisors LLC | 7,204 | $454.6K | 0.00% | −992−12.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,188 | $453.6K | 0.10% | −775−9.7% | Reduced |
| Evergreen Capital Management LLC | 7,058 | $450.8K | 0.02% | +345+5.1% | Added |
| Hilltop Holdings Inc. | 7,108 | $448.6K | 0.03% | +1,832+34.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,069 | $446.2K | 0.26% | −2,718−27.8% | Reduced |
| Archer Investment Corp | 7,068 | $446.1K | 0.12% | −1,280−15.3% | Reduced |
| Quadrant Capital Group LLC | 7,055 | $445.2K | 0.02% | +4,157+143.4% | Added |
| Commerzbank Aktiengesellschaft | 7,007 | $443.0K | 0.01% | +923+15.2% | Added |
| Pensionmark Financial Group, LLC | 6,909 | $436.0K | 0.01% | +284+4.3% | Added |
| Crestwood Advisors Group LLC | 6,877 | $434.0K | 0.01% | +185+2.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,868 | $433.4K | 0.38% | +29+0.4% | Added |
| Impact Partnership Wealth, LLC | 6,859 | $432.8K | 0.09% | −1,440−17.4% | Reduced |
| Credit Agricole S A | 6,857 | $432.7K | 0.00% | +6+0.1% | Added |
| Sigma Planning Corp | 6,796 | $428.9K | 0.01% | −237−3.4% | Reduced |
| Sunbelt Securities, Inc. | 6,721 | $424.1K | 0.04% | +1,642+32.3% | Added |
| Peddock Capital Advisors, LLC | 6,706 | $423.2K | 0.11% | −1,005−13.0% | Reduced |
| Ballentine Partners, LLC | 6,671 | $421.0K | 0.01% | −460−6.5% | Reduced |
| GWN Securities Inc. | 6,876 | $419.5K | 0.02% | +6,876 | New |
| Tokio Marine Asset Management Co Ltd | 6,639 | $419.0K | 0.02% | +729+12.3% | Added |
| Resources Investment Advisors, LLC. | 6,549 | $413.3K | 0.00% | −1,303−16.6% | Reduced |
| MKT Advisors LLC | 7,144 | $406.9K | 0.19% | 00.0% | Unchanged |
| Ignite Planners, LLC | 6,565 | $406.2K | 0.08% | +1,144+21.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,300 | $397.6K | 0.03% | +6,300 | New |
| Prime Capital Investment Advisors, LLC | 6,298 | $397.5K | 0.00% | +1,051+20.0% | Added |
| Merit Financial Group, LLC | 6,288 | $396.8K | 0.01% | +6,288 | New |
| Jacobi Capital Management LLC | 6,267 | $395.5K | 0.03% | +225+3.7% | Added |
| Quarry LP | 6,247 | $394.2K | 0.10% | +5,323+576.1% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,244 | $394.1K | 0.18% | +6,244 | New |
| We Are One Seven, LLC | 6,238 | $393.7K | 0.02% | +1,082+21.0% | Added |
| Investment Management Corp of Ontario | 6,229 | $393.1K | 0.01% | +100+1.6% | Added |
| Retirement Planning Co of New England, Inc. | 6,223 | $392.7K | 0.20% | +118+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 6,209 | $391.9K | 0.02% | +22+0.4% | Added |
| Rakuten Investment Management, Inc. | 6,039 | $378.6K | 0.00% | +6,039 | New |
| Laraway Financial Inc | 5,989 | $378.0K | 0.30% | +5,989 | New |
| National Asset Management, Inc. | 5,966 | $376.5K | 0.01% | −199−3.2% | Reduced |
| Herold Advisors, Inc. | 5,898 | $372.3K | 0.08% | −745−11.2% | Reduced |
| Ethos Financial Group, LLC | 5,893 | $371.9K | 0.04% | +5,893 | New |
| RSM US Wealth Management LLC | 5,805 | $371.2K | 0.01% | +311+5.7% | Added |
| Sawyer & Company, Inc | 5,885 | $371.0K | 0.15% | −35−0.6% | Reduced |
| True North Advisors, LLC | 5,859 | $369.8K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,845 | $368.9K | 0.11% | +5,845 | New |
| NewEdge Wealth, LLC | 5,839 | $368.5K | 0.01% | +31+0.5% | Added |
| Empower Advisory Group, LLC | 5,827 | $367.7K | 0.00% | +1,423+32.3% | Added |
| Centaurus Financial, Inc. | 5,817 | $367.0K | 0.02% | −145−2.4% | Reduced |
| Seeds Investor LLC | 5,785 | $365.1K | 0.10% | +537+10.2% | Added |
| Gilbert & Cook, Inc. | 5,768 | $364.0K | 0.05% | +126+2.2% | Added |
| Savant Capital, LLC | 5,753 | $363.1K | 0.00% | −6,373−52.6% | Reduced |
| Cullen Capital Management LLC | 5,728 | $361.5K | 0.00% | +5,728 | New |
| Valeo Financial Advisors, LLC | 5,717 | $360.8K | 0.01% | +320+5.9% | Added |
| FNY Investment Advisers, LLC | 5,700 | $359.0K | 0.22% | +5,700 | New |
| Allen Capital Group, LLC | 5,680 | $358.5K | 0.04% | −72−1.3% | Reduced |