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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
Capital Advisors, Ltd. LLC39$2.00K0.00%+8+25.8%Added
Horizon Investments, LLC24$1.51K0.00%+24New
Bernard Wealth Management Corp.22$1.39K0.00%+22New
MV Capital Management, Inc.21$1.33K0.00%−510−96.0%Reduced
Continuum Advisory, LLC19$1.20K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC19$1.20K0.00%+19New
Rialto Wealth Management, LLC18$1.14K0.00%+18New
Mountain Hill Investment Partners Corp.16$1.03K0.00%00.0%Unchanged
Dunhill Financial, LLC14$9120.00%00.0%Unchanged
Raffa Wealth Management, LLC14$8840.00%00.0%Unchanged
Cromwell Holdings LLC12$7680.00%+12New
Valued Wealth Advisors LLC11$7040.00%00.0%Unchanged
Rothschild Investment LLC10$6310.00%00.0%Unchanged
Binnacle Investments Inc8$5050.00%+8New
Halbert Hargrove Global Advisors, LLC7$4710.00%+7New
Principia Wealth Advisory, LLC8$4680.00%+6+300.0%Added
Glen Eagle Advisors, LLC6$3790.00%00.0%Unchanged
Crewe Advisors LLC5$3160.00%00.0%Unchanged
Winnow Wealth LLC5$3160.00%+1+25.0%Added
American Capital Advisory, LLC4$2530.00%+4New
TFC Financial Management2$1270.00%00.0%Unchanged
Greenline Partners, LLC2$1260.00%+2New
JFS Wealth Advisors, LLC0$300.00%0New
Proequities, Inc.0$00.00%−3,991−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−232,463−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−99,378−100.0%Sold out
Marshall Wace, LLP0$00.00%−96,981−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−92,470−100.0%Sold out
Twin Tree Management, LP0$00.00%−59,955−100.0%Sold out
Agf Management Ltd0$00.00%−45,204−100.0%Sold out
Holocene Advisors, LP0$00.00%−43,462−100.0%Sold out
Mubadala Investment Co PJSC0$00.00%−43,389−100.0%Sold out
Rodgers Brothers Inc.0$00.00%−41,750−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−27,163−100.0%Sold out
Richard P Slaughter Associates Inc0$00.00%−26,849−100.0%Sold out
Squarepoint Ops LLC0$00.00%−16,172−100.0%Sold out
WCG Wealth Advisors LLC0$00.00%−12,168−100.0%Sold out
Stevens Capital Management LP0$00.00%−11,036−100.0%Sold out
Armstrong, Fleming & Moore, Inc0$00.00%−9,254−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−9,226−100.0%Sold out
RMB Capital Management, LLC0$00.00%−9,218−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−4,850−100.0%Sold out
AXS Investments LLC0$00.00%−7,000−100.0%Sold out
Rockport Wealth LLC0$00.00%−6,271−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−6,488−100.0%Sold out
Park Avenue Securities LLC0$00.00%−6,443−100.0%Sold out
Beacon Investment Advisory Services, Inc.0$00.00%−6,070−100.0%Sold out
Crestline Management, LP0$00.00%−5,576−100.0%Sold out
Maia Wealth LLC0$00.00%−4,887−100.0%Sold out
PEAK6 LLC0$00.00%−4,923−100.0%Sold out
BlueStem Wealth Partners, LLC0$00.00%−4,344−100.0%Sold out
Versor Investments LP0$00.00%−4,177−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−3,929−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−4,099−100.0%Sold out
PharVision Advisers, LLC0$00.00%−3,911−100.0%Sold out
Empowered Funds, LLC0$00.00%−3,778−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−3,700−100.0%Sold out
Cary Street Partners Financial LLC0$00.00%−3,570−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−3,075−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−2,076−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−1,624−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,564−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1,079−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−1,000−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−893−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−673−100.0%Sold out
HBW Advisory Services LLC0$00.00%−589−100.0%Sold out
Belvedere Trading LLC0$00.00%−513−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−388−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−192−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−132−100.0%Sold out
Delta Asset Management LLC0$00.00%−125−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−100−100.0%Sold out
Parkworth Wealth Management, Inc.0$00.00%−100−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−95−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−53−100.0%Sold out
Financial Perspectives, Inc0$00.00%−49−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−48−100.0%Sold out
Studio Investment Management LLC0$00.00%−35−100.0%Sold out
Caitlin John, LLC0$00.00%−28−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−25−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−20−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−7−100.0%Sold out
New Millennium Group LLC0$00.00%−5−100.0%Sold out
Coston, McIsaac & Partners0$00.00%−14−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Global Retirement Partners, LLC––––Not filed
Campbell Wealth Management––––Not filed
Wetherby Asset Management Inc––––Not filed
Boston Financial Mangement LLC––––Not filed
Strathmore Capital Advisors, Inc.––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Hilltop National Bank––––Not filed
WR Wealth Planners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed