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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 5,659 | $357.2K | 0.09% | −2,059−26.7% | Reduced |
| International Assets Investment Management, LLC | 5,654 | $356.8K | 0.03% | −941−14.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $356.3K | 0.00% | −4,634−45.1% | Reduced |
| Quadcap Wealth Management, LLC | 5,632 | $355.4K | 0.05% | +488+9.5% | Added |
| Kovack Advisors, Inc. | 5,593 | $353.0K | 0.04% | +749+15.5% | Added |
| Glenmede Trust Co NA | 5,584 | $352.4K | 0.00% | −9−0.2% | Reduced |
| Avion Wealth | 6,413 | $349.0K | 0.09% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,490 | $346.5K | 0.03% | +221+4.2% | Added |
| Capital Advisors Inc | 5,473 | $345.4K | 0.01% | +5,473 | New |
| Basepoint Wealth LLC | 5,470 | $345.2K | 0.27% | +88+1.6% | Added |
| DF Dent & Co Inc | 5,464 | $344.8K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,461 | $344.6K | 0.02% | −418−7.1% | Reduced |
| Farther Finance Advisors, LLC | 5,464 | $344.4K | 0.01% | +2,859+109.8% | Added |
| Inspire Advisors, LLC | 5,439 | $343.3K | 0.04% | −269−4.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,419 | $342.0K | 0.04% | −223−4.0% | Reduced |
| Summit Trail Advisors, LLC | 5,261 | $338.4K | 0.01% | +1,644+45.5% | Added |
| H&H Retirement Design & Management INC | 5,494 | $336.8K | 0.22% | 00.0% | Unchanged |
| Private Advisory Group LLC | 5,319 | $335.7K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,288 | $333.8K | 0.03% | +1,096+26.1% | Added |
| Carret Asset Management, LLC | 5,282 | $333.3K | 0.04% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 5,233 | $330.0K | 0.04% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 5,183 | $327.1K | 0.16% | −200−3.7% | Reduced |
| Jones Financial Companies LLLP | 5,124 | $321.3K | 0.00% | +2,025+65.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,075 | $320.3K | 0.11% | +8+0.2% | Added |
| Benjamin Edwards Inc | 5,068 | $319.9K | 0.00% | +75+1.5% | Added |
| Summit Wealth Group, LLC | 4,954 | $313.0K | 0.09% | +15+0.3% | Added |
| KPP Advisory Services LLC | 4,956 | $312.8K | 0.06% | +152+3.2% | Added |
| Jaffetilchin Investment Partners, LLC | 4,939 | $311.7K | 0.02% | +4,939 | New |
| Family Legacy, Inc. | 4,930 | $311.1K | 0.11% | −29−0.6% | Reduced |
| Apollon Financial, LLC | 4,910 | $309.9K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,896 | $309.0K | 0.01% | −605−11.0% | Reduced |
| Silver Oak Securities, Inc | 4,928 | $309.0K | 0.03% | +657+15.4% | Added |
| Barlow Wealth Partners, Inc. | 5,049 | $306.1K | 0.04% | 00.0% | Unchanged |
| Burney Co | 4,792 | $302.4K | 0.01% | −9−0.2% | Reduced |
| Tiaa Trust, National Association | 4,786 | $302.0K | 0.00% | −5−0.1% | Reduced |
| Widmann Financial Services, Inc. | 4,783 | $301.8K | 0.23% | −217−4.3% | Reduced |
| Round Rock Advisors, LLC | 4,742 | $299.3K | 0.06% | −107−2.2% | Reduced |
| Profund Advisors LLC | 4,737 | $299.0K | 0.01% | −267−5.3% | Reduced |
| Columbia Asset Management | 4,725 | $298.2K | 0.06% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,721 | $297.9K | 0.01% | +4,721 | New |
| Cherry Tree Wealth Management, LLC | 4,707 | $297.1K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,651 | $294.0K | 0.00% | +73+1.6% | Added |
| Joel Isaacson & Co., LLC | 4,573 | $288.6K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,556 | $287.6K | 0.01% | +377+9.0% | Added |
| SageView Advisory Group, LLC | 4,543 | $286.7K | 0.01% | −304−6.3% | Reduced |
| Claris Financial LLC | 5,258 | $286.4K | 0.19% | 00.0% | Unchanged |
| Regions Financial Corp | 4,530 | $285.9K | 0.00% | +30+0.7% | Added |
| Mystic Asset Management, Inc. | 4,510 | $284.6K | 0.08% | −101−2.2% | Reduced |
| Polymer Capital Management (US) LLC | 4,509 | $284.6K | 0.09% | +4,509 | New |
| Dividend Assets Capital, LLC | 4,500 | $284.0K | 0.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,497 | $283.9K | 0.00% | +459+11.4% | Added |
| AIA Group Ltd | 4,492 | $283.5K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,480 | $283.0K | 0.02% | −770−14.7% | Reduced |
| Vestcor Inc | 4,474 | $282.0K | 0.01% | −65,166−93.6% | Reduced |
| Keudell/Morrison Wealth Management | 4,460 | $281.5K | 0.07% | +368+9.0% | Added |
| Accurate Wealth Management, LLC | 4,766 | $275.8K | 0.05% | +490+11.5% | Added |
| Signaturefd, LLC | 4,309 | $271.9K | 0.01% | +67+1.6% | Added |
| New Wave Wealth Advisors LLC | 4,231 | $267.0K | 0.12% | −450−9.6% | Reduced |
| Bryn Mawr Trust Co | 4,213 | $265.9K | 0.00% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,153 | $265.8K | 0.03% | −300−6.7% | Reduced |
| Avantax Planning Partners, Inc. | 4,207 | $265.5K | 0.01% | −2,012−32.4% | Reduced |
| Coppell Advisory Solutions LLC | 4,326 | $264.5K | 0.04% | −859−16.6% | Reduced |
| Alaska Permanent Fund Corp | 4,219 | $263.4K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,165 | $262.9K | 0.02% | −1,036−19.9% | Reduced |
| Parallel Advisors, LLC | 4,154 | $262.1K | 0.01% | +1,139+37.8% | Added |
| Larson Financial Group LLC | 4,153 | $262.1K | 0.01% | −20.0% | Reduced |
| GF Fund Management Co. Ltd. | 4,145 | $261.6K | 0.01% | +168+4.2% | Added |
| Peachtree Investment Partners, LLC | 4,140 | $261.3K | 0.10% | +42+1.0% | Added |
| Fifth Third Bancorp | 4,115 | $259.7K | 0.00% | +126+3.2% | Added |
| Prospera Financial Services Inc | 4,095 | $258.6K | 0.01% | −1,305−24.2% | Reduced |
| Sound Income Strategies, LLC | 4,093 | $258.3K | 0.02% | −107−2.5% | Reduced |
| D.B. Root & Company, LLC | 4,088 | $258.0K | 0.08% | −78−1.9% | Reduced |
| Octavia Wealth Advisors, LLC | 3,951 | $252.9K | 0.03% | +3,951 | New |
| Greenleaf Trust | 4,002 | $252.6K | 0.00% | +4,002 | New |
| BancorpSouth Bank | 4,000 | $252.4K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,980 | $251.2K | 0.06% | −532−11.8% | Reduced |
| GW Henssler & Associates Ltd | 3,974 | $250.8K | 0.01% | −185−4.4% | Reduced |
| Machina Capital S.A.S. | 3,966 | $250.3K | 0.07% | −3,193−44.6% | Reduced |
| Equitable Holdings, Inc. | 3,959 | $249.9K | 0.00% | −1,388−26.0% | Reduced |
| 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 |
| Kathmere Capital Management, LLC | 3,946 | $249.0K | 0.02% | +84+2.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,908 | $246.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,907 | $246.6K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,906 | $246.5K | 0.03% | +3,906 | New |
| United Capital Financial Advisers, LLC | 3,880 | $244.8K | 0.00% | −602−13.4% | Reduced |
| Insight Wealth Partners, LLC | 3,856 | $243.4K | 0.15% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,853 | $243.2K | 0.03% | +3,853 | New |
| Wealth Management Strategies, Inc. | 3,816 | $240.8K | 0.16% | −489−11.4% | Reduced |
| High Net Worth Advisory Group LLC | 3,770 | $237.9K | 0.07% | +3,770 | New |
| Mach-1 Financial Group, Inc. | 3,765 | $237.7K | 0.07% | +3,765 | New |
| Rafferty Asset Management, LLC | 3,752 | $236.8K | 0.00% | −1,247−24.9% | Reduced |
| Clear Creek Financial Management, LLC | 3,747 | $236.5K | 0.02% | −4,900−56.7% | Reduced |
| Paradigm Financial Partners, LLC | 3,743 | $236.2K | 0.03% | −960−20.4% | Reduced |
| Virtu Financial LLC | 3,740 | $236.0K | 0.01% | −6,635−64.0% | Reduced |
| Tompkins Financial Corp | 3,720 | $234.8K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,710 | $234.1K | 0.17% | −32−0.9% | Reduced |
| Battery Global Advisors, LLC | 3,655 | $233.9K | 0.13% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,694 | $233.1K | 0.01% | +3,694 | New |
| Madden Securities Corp | 3,690 | $232.9K | 0.09% | −2,300−38.4% | Reduced |