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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 841 | $53.0K | 0.00% | +100+13.5% | Added |
| National Pension Service | 812 | $51.2K | 0.00% | +347+74.6% | Added |
| Fourth Dimension Wealth, LLC | 800 | $50.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 800 | $50.5K | 0.04% | +300+60.0% | Added |
| Ancora Advisors, LLC | 746 | $47.1K | 0.00% | +3+0.4% | Added |
| PSI Advisors, LLC | 708 | $44.7K | 0.01% | −1−0.1% | Reduced |
| Tortoise Investment Management, LLC | 697 | $44.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 696 | $43.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 682 | $43.0K | 0.00% | −167−19.7% | Reduced |
| Millstone Evans Group, LLC | 672 | $42.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 664 | $41.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 662 | $41.8K | 0.01% | −649−49.5% | Reduced |
| Massmutual Trust Co FSB | 651 | $41.1K | 0.00% | −98−13.1% | Reduced |
| Skopos Labs, Inc. | 647 | $40.8K | 0.01% | +117+22.1% | Added |
| Washington Trust Co | 615 | $38.8K | 0.00% | −1,830−74.8% | Reduced |
| McIlrath & Eck, LLC | 614 | $38.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 603 | $38.1K | 0.01% | +110+22.3% | Added |
| Pin Oak Investment Advisors Inc | 600 | $38.0K | 0.03% | −1,500−71.4% | Reduced |
| Ridgewood Investments LLC | 600 | $37.9K | 0.02% | −150−20.0% | Reduced |
| Paladin Advisory Group, LLC | 598 | $37.7K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 608 | $37.4K | 0.00% | +608 | New |
| New England Capital Financial Advisors LLC | 583 | $36.8K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 545 | $34.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 541 | $34.2K | 0.02% | −50−8.5% | Reduced |
| City State Bank | 518 | $32.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 493 | $31.1K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 482 | $30.4K | 0.00% | +242+100.8% | Added |
| Richardson Financial Services Inc. | 463 | $29.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 424 | $27.0K | 0.02% | +3+0.7% | Added |
| REAP Financial Group, LLC | 422 | $26.7K | 0.01% | +138+48.6% | Added |
| Hexagon Capital Partners LLC | 422 | $26.6K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $26.2K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 421 | $26.0K | 0.01% | +421 | New |
| Heritage Wealth Advisors | 402 | $25.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $25.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 381 | $24.1K | 0.00% | +5+1.3% | Added |
| Montag A & Associates Inc | 370 | $23.7K | 0.00% | −200−35.1% | Reduced |
| True Wealth Design, LLC | 372 | $23.5K | 0.01% | +19+5.4% | Added |
| Thompson Investment Management, Inc. | 349 | $22.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 347 | $21.9K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $21.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 348 | $21.1K | 0.01% | +348 | New |
| Atlantic Trust, LLC | 334 | $21.1K | 0.00% | +334 | New |
| Caldwell Trust Co | 300 | $18.9K | 0.00% | +150+100.0% | Added |
| Ritter Daniher Financial Advisory LLC | 293 | $18.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 285 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 292 | $17.8K | 0.00% | +134+84.8% | Added |
| Greykasell Wealth Strategies, Inc. | 280 | $17.7K | 0.01% | +280 | New |
| Demars Financial Group, LLC | 1,060,816 | $16.8K | 0.48% | +62,524+6.3% | Added |
| Parkside Financial Bank & Trust | 256 | $16.2K | 0.00% | +9+3.6% | Added |
| TD Private Client Wealth LLC | 249 | $15.7K | 0.00% | +12+5.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 245 | $15.5K | 0.00% | +37+17.8% | Added |
| Ameliora Wealth Management Ltd. | 230 | $14.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $14.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 222 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 219 | $13.8K | 0.00% | +219 | New |
| NCP Inc. | 215 | $13.6K | 0.02% | +3+1.4% | Added |
| Nova Wealth Management, Inc. | 210 | $13.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 191 | $12.1K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 160 | $10.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $9.78K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $9.47K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 150 | $9.47K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 146 | $9.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $9.15K | 0.00% | +80+123.1% | Added |
| Retirement Wealth Solutions LLC | 141 | $8.89K | 0.01% | +1+0.7% | Added |
| Blume Capital Management, Inc. | 139 | $8.77K | 0.00% | +5+3.7% | Added |
| Beacon Capital Management, LLC | 131 | $8.27K | 0.00% | +2+1.6% | Added |
| Sierra Ocean, LLC | 131 | $8.27K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $8.21K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $7.57K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 116 | $7.32K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $7.26K | 0.00% | −14−10.9% | Reduced |
| Park Square Financial Group, LLC | 110 | $6.94K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 108 | $6.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $6.50K | 0.00% | −548−84.2% | Reduced |
| Bogart Wealth, LLC | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 92 | $5.81K | 0.00% | +54+142.1% | Added |
| Transce3nd, LLC | 91 | $5.74K | 0.00% | −1,595−94.6% | Reduced |
| Signature Resources Capital Management, LLC | 91 | $5.74K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 87 | $5.49K | 0.00% | +87 | New |
| Saudi Central Bank | 86 | $5.43K | 0.03% | +86 | New |
| Meeder Asset Management Inc | 84 | $5.30K | 0.00% | −55−39.6% | Reduced |
| Optiver Holding B.V. | 82 | $5.17K | 0.00% | +82 | New |
| Birchbrook, Inc. | 80 | $5.05K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 79 | $4.99K | 0.00% | +79 | New |
| Dogwood Wealth Management LLC | 71 | $4.46K | 0.00% | +1+1.4% | Added |
| Bokf, NA | 68 | $4.29K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 65 | $4.10K | 0.00% | +65 | New |
| Cohen & Steers, Inc. | 71 | $4.00K | 0.00% | −42−37.2% | Reduced |
| Clearstead Advisors, LLC | 51 | $3.22K | 0.00% | −58−53.2% | Reduced |
| Sachetta, LLC | 51 | $3.22K | 0.00% | +17+50.0% | Added |
| Insight Financial Services | 48 | $3.03K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 47 | $2.97K | 0.00% | +47 | New |
| Highline Wealth Partners LLC | 36 | $2.27K | 0.00% | +36 | New |
| Mather Group, LLC. | 34 | $2.14K | 0.00% | −25−42.4% | Reduced |
| Red Tortoise LLC | 32 | $2.02K | 0.00% | 00.0% | Unchanged |