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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.

Institutional holdersQ1 2025: 823 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ1 2025: $9.82B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CAPROCK Group, Inc.3,622$232.1K0.01%+3,622New
UMA Financial Services, Inc.3,659$230.9K0.04%00.0%Unchanged
Capital Planning Advisors, LLC3,645$230.0K0.04%+3,645New
Capital Advisory Group Advisory Services, LLC3,632$229.2K0.09%+3,632New
Fiera Capital Corp3,627$228.9K0.00%+3,627New
LexAurum Advisors, LLC3,602$227.3K0.04%+3,602New
Change Path, LLC3,526$222.5K0.01%−721−17.0%Reduced
King Wealth3,495$221.0K0.03%+3,495New
Kingsview Wealth Management, LLC3,495$220.6K0.00%−814−18.9%Reduced
Capital Investment Advisors, LLC3,477$219.5K0.00%+3,477New
SWP Financial LLC3,468$218.9K0.13%+3,468New
Parsons Capital Management Inc3,450$217.7K0.01%−500−12.7%Reduced
iA Global Asset Management Inc.3,446$217.0K0.00%−924−21.1%Reduced
Sagespring Wealth Partners, LLC3,428$216.4K0.01%+3,428New
Clearview Wealth Advisors LLC3,425$216.2K0.16%+3,425New
LVW Advisors, LLC3,406$215.0K0.03%+3,406New
Detalus Advisors, LLC3,400$214.6K0.07%+3,400New
Meeder Advisory Services, Inc.3,392$214.1K0.01%+3,392New
Chicago Partners Investment Group LLC3,469$213.7K0.01%+3,469New
Diversified Trust Co3,384$213.6K0.01%−6,415−65.5%Reduced
Raleigh Capital Management Inc.3,370$212.7K0.10%−158−4.5%Reduced
Wambolt & Associates, LLC3,365$212.1K0.07%−997−22.9%Reduced
Focused Wealth Management, Inc3,334$210.4K0.03%+3,334New
Private Trust Co NA3,325$209.8K0.02%+609+22.4%Added
Bourgeon Capital Management LLC3,300$208.3K0.04%+3,300New
Family Wealth Partners, LLC3,222$203.3K0.09%+3,222New
Money Concepts Capital Corp3,218$203.1K0.02%+3,218New
Gen-Wealth Partners Inc3,058$193.0K0.08%−118−3.7%Reduced
Spire Wealth Management3,052$192.6K0.01%+997+48.5%Added
HM Payson & Co2,990$188.7K0.00%00.0%Unchanged
Umb Bank N A2,983$188.3K0.00%+1,053+54.6%Added
Brown Brothers Harriman & Co2,971$187.5K0.00%00.0%Unchanged
Harbour Investments, Inc.2,962$187.0K0.01%−539−15.4%Reduced
Motco2,952$186.3K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,914$184.0K0.00%−309−9.6%Reduced
BFSG, LLC2,738$172.8K0.02%+2,738New
Trust Co of Vermont2,691$169.8K0.01%−100−3.6%Reduced
CIBC Private Wealth Group, LLC2,996$168.1K0.00%−39−1.3%Reduced
St Germain D J Co Inc2,600$164.1K0.01%+1,608+162.1%Added
GAMMA Investing LLC2,570$162.2K0.01%+681+36.1%Added
IAG Wealth Partners, LLC2,495$157.5K0.02%+163+7.0%Added
Sandy Spring Bank2,470$155.9K0.01%00.0%Unchanged
AllSquare Wealth Management LLC2,440$154.0K0.09%−100−3.9%Reduced
Siemens Fonds Invest GmbH2,384$150.5K0.01%+2,384New
SOA Wealth Advisors, LLC.2,379$150.1K0.03%+15+0.6%Added
Wayfinding Financial, LLC2,177$139.0K0.06%+2,177New
Lindbrook Capital, LLC2,076$131.0K0.01%+688+49.6%Added
Advisors Asset Management, Inc.2,070$130.6K0.00%+786+61.2%Added
Westend Capital Management, LLC2,000$126.2K0.05%00.0%Unchanged
AdvisorNet Financial, Inc1,942$122.6K0.01%−6−0.3%Reduced
Ameriflex Group, Inc.1,879$118.6K0.05%00.0%Unchanged
Concord Wealth Partners1,789$112.9K0.02%00.0%Unchanged
Rise Advisors, LLC1,698$107.2K0.05%−187−9.9%Reduced
Fairscale Capital, LLC1,600$102.4K0.09%00.0%Unchanged
Golden State Wealth Management, LLC1,622$102.4K0.02%00.0%Unchanged
Catalyst Capital Advisors LLC1,580$99.7K0.00%+1,580New
Asset Planning,Inc1,540$97.2K0.08%00.0%Unchanged
Central Trust Co1,520$95.9K0.00%00.0%Unchanged
IFP Advisors, Inc1,510$95.3K0.00%+56+3.9%Added
Johnson Financial Group, Inc.1,482$94.8K0.00%+1,212+448.9%Added
Pillar Financial Advisors, LLC1,489$94.0K0.07%00.0%Unchanged
ORG Partners LLC1,487$93.9K0.02%−68−4.4%Reduced
North Star Investment Management Corp.1,448$91.4K0.01%+100+7.4%Added
CoreCap Advisors, LLC1,445$91.2K0.00%+112+8.4%Added
South State Corp.1,439$90.8K0.00%+195+15.7%Added
Bruce G. Allen Investments, LLC1,437$90.7K0.07%−34−2.3%Reduced
Sofos Investments, Inc.1,359$85.8K0.02%+1,359New
Hanson & Doremus Investment Management1,350$85.0K0.01%+1,350New
GPS Wealth Strategies Group, LLC1,317$83.1K0.01%−62−4.5%Reduced
LGT Financial Advisors LLC1,300$82.0K0.25%−1,519−53.9%Reduced
Logan Capital Management Inc1,300$82.0K0.00%00.0%Unchanged
FSA Wealth Management LLC1,298$81.9K0.03%00.0%Unchanged
Winch Advisory Services, LLC1,288$81.3K0.02%+20+1.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,170$73.8K0.03%00.0%Unchanged
Armstrong Advisory Group, Inc1,351$73.6K0.01%00.0%Unchanged
Addison Advisors LLC1,136$71.7K0.02%00.0%Unchanged
Missouri Trust & Investment Co1,135$71.6K0.03%00.0%Unchanged
Whittier Trust Co1,100$69.4K0.00%00.0%Unchanged
Proathlete Wealth Management LLC1,097$69.3K0.03%+1,097New
Hurley Capital, LLC1,051$66.3K0.05%+1,051New
Roxbury Financial LLC1,031$66.2K0.06%+17+1.7%Added
Kiker Wealth Management, LLC1,021$64.4K0.04%+1,021New
Key Financial Inc991$62.6K0.01%00.0%Unchanged
National Bank of Canada978$61.7K0.00%−12−1.2%Reduced
Capital Analysts, LLC957$61.0K0.00%+7+0.7%Added
Eastern Bank965$60.9K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division961$60.6K0.01%00.0%Unchanged
Wolff Wiese Magana LLC925$58.4K0.04%+4+0.4%Added
Glass Jacobson Investment Advisors llc1,067$58.1K0.02%00.0%Unchanged
Boston Private Wealth LLC917$57.9K0.00%+917New
Huntington National Bank916$57.8K0.00%−75−7.6%Reduced
MCF Advisors LLC891$56.7K0.00%00.0%Unchanged
Smartleaf Asset Management LLC902$56.6K0.01%−62−6.4%Reduced
Atlas Capital Advisors LLC895$56.5K0.01%+895New
Hoey Investments, Inc887$56.0K0.01%00.0%Unchanged
Plato Investment Management Ltd877$55.9K0.00%00.0%Unchanged
Independence Bank of Kentucky880$55.5K0.01%00.0%Unchanged
Natixis878$55.3K0.00%−140,675−99.4%Reduced
Bare Financial Services, Inc865$54.6K0.02%00.0%Unchanged
Bangor Savings Bank850$53.6K0.01%00.0%Unchanged