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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.

Q2 2025 vs. Q1 2025

How the institutions holding W. P. Carey Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WPC: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders82313820+10
Shares156.5M303.5K156.7M+501.4K (+0.3%)
Value$9.82B$19.2M$9.79B−$11.3M (−0.1%)

13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held W. P. Carey Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WPC in Q2 2025
InstitutionSharesValue% of portfolio
GEM Realty Capital604,270$37.7M3.62%
Alyeska Investment Group, L.P.520,293$32.5M0.12%
Gillson Capital LP437,945$27.3M2.09%
CSM Advisors, LLC232,513$14.5M0.42%
Cbre Clarion Securities LLC105,330$6.57M0.10%
Westwood Holdings Group Inc.70,176$4.38M0.03%
Qube Research & Technologies Ltd56,007$3.49M0.00%
Cresset Asset Management, LLC53,527$3.39M0.02%
Swedbank AB48,775$3.04M0.00%
Knights of Columbus Asset Advisors LLC30,551$1.91M0.12%
Diversify Advisory Services, LLC26,489$1.73M0.07%
Flputnam Investment Management Co26,785$1.67M0.03%
Clarion Wealth Managment Partners, LLC21,084$1.32M1.44%
Avanza Fonder AB19,199$1.20M0.04%
Hancock Whitney Corp19,072$1.19M0.02%
Schonfeld Strategic Advisors LLC18,545$1.16M0.01%
HORAN Wealth, LLC17,949$1.12M0.34%
FineMark National Bank & Trust16,196$1.01M0.03%
RMB Capital Management, LLC12,227$773.7K0.01%
Financial Gravity Companies, Inc.12,120$756.0K0.15%
Toroso Investments, LLC11,478$716.0K0.00%
Global Retirement Partners, LLC10,165$634.1K0.02%
Roof Eidam & Maycock9,120$568.9K0.14%
Versor Investments LP9,023$562.9K0.10%
Bradley Foster & Sargent Inc8,790$548.3K0.01%
Park Avenue Securities LLC8,323$519.0K0.00%
Armstrong, Fleming & Moore, Inc8,115$506.2K0.27%
Rockport Wealth LLC6,271$391.2K0.09%
Wetherby Asset Management Inc6,192$386.3K0.02%
Glenmede Investment Management, LP6,149$383.6K0.00%
Group One Trading, L.P.5,791$361.2K0.01%
Y-Intercept (Hong Kong) Ltd5,666$353.4K0.01%
Brevan Howard Capital Management LP5,564$347.1K0.00%
Woodward Diversified Capital, LLC5,094$317.8K0.16%
Engineers Gate Manager LP4,800$299.4K0.00%
Bridgewater Associates, LP4,429$276.3K0.00%
Strathmore Capital Advisors, Inc.4,327$267.4K0.12%
Symphony Financial, Ltd. Co.4,282$266.7K0.03%
Miracle Mile Advisors, LLC3,715$231.8K0.00%
XTX Topco Ltd3,686$229.9K0.01%
111 Capital3,598$224.4K0.04%
FJ Capital Management LLC3,476$216.8K0.02%
OneAscent Financial Services LLC3,423$216.0K0.02%
Catalytic Wealth RIA, LLC3,383$211.0K0.02%
Perbak Capital Partners LLP3,370$210.2K0.05%
Sage Rhino Capital LLC3,342$208.5K0.04%
Aptus Capital Advisors, LLC3,328$207.9K0.00%
Summit Wealth Group LLC3,219$203.7K0.05%
Farringdon Capital, Ltd.3,210$200.2K0.07%
American National Bank3,100$193.4K0.02%
Atlantic Union Bankshares Corp2,470$154.1K0.00%
Globeflex Capital L P2,432$151.7K0.01%
Cary Street Partners Financial LLC1,843$114.9K0.00%
Vision Financial Markets LLC1,800$112.3K0.11%
Avondale Wealth Management1,500$93.6K0.05%
Cary Street Partner Investment Advisory LLC1,405$87.6K0.04%
Strategic Wealth Partners, Ltd.870$54.3K0.00%
Olistico Wealth, LLC735$45.8K0.03%
Hilltop National Bank694$43.3K0.01%
V-Square Quantitative Management LLC642$40.0K0.01%
Headlands Technologies LLC477$29.8K0.00%
MTM Investment Management, LLC455$28.4K0.01%
Mount Yale Investment Advisors, LLC348$21.7K0.00%
Monetary Management Group Inc305$19.0K0.00%
Beacon Capital Management, Inc.224$14.0K0.00%
Tidemark, LLC144$8.98K0.00%
Atticus Wealth Management, LLC124$7.74K0.00%
Westside Investment Management, Inc.112$7.05K0.00%
Briaud Financial Planning, Inc113$7.00K0.00%
Twin Peaks Wealth Advisors, LLC87$5.70K0.00%
Essential Partners LLC85$5.30K0.00%
Salem Investment Counselors Inc50$3.16K0.00%
Financial Network Wealth Advisors LLC45$2.81K0.00%
Caitong International Asset Management Co., Ltd40$2.50K0.00%
Evolution Wealth Management Inc.31$1.93K0.00%
Family Legacy Financial Solutions, LLC26$1.62K0.00%
CVA Family Office, LLC20$1.25K0.00%
Hughes Financial Services, LLC18$1.17K0.00%
Total Investment Management Inc18$1.10K0.00%
Quaker Wealth Management, LLC8$5000.00%
Stephens Consulting, LLC6$3750.00%
Scarborough Advisors, LLC4$2500.00%
Parkworth Wealth Management, Inc.4$2500.00%
Activest Wealth Management1$620.00%
Coston, McIsaac & Partners14$00.00%

Sold out (75)

Institutions that held W. P. Carey Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of WPC in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
ExodusPoint Capital Management, LP319,647$20.2M
Corebridge Financial, Inc.241,712$15.3M
Edgestream Partners, L.P.104,769$6.61M
Verition Fund Management LLC86,300$5.45M
Jump Financial, LLC72,966$4.60M
Oak Thistle LLC51,452$3.25M
Acadian Asset Management LLC44,851$2.83M
Planning Directions Inc37,191$2.35M
Lecap Asset Management Ltd27,871$1.76M
PGGM Investments23,186$1.46M
Prudential PLC21,990$1.39M
Pinebridge Investments, L.P.21,248$1.34M
Gsa Capital Partners LLP18,609$1.17M
Mediolanum International Funds Ltd16,550$1.04M
Generali Asset Management SPA SGR14,560$918.9K
United Services Automobile Association14,483$908.1K
Landscape Capital Management, L.L.C.12,550$792.0K
Allstate Corp12,178$768.6K
Nomura Holdings Inc11,366$717.3K
Adams Wealth Management10,956$691.4K
CacheTech Inc.10,956$691.4K
Obermeyer Wood Investment Counsel, LLLP10,881$686.7K
Gallacher Capital Management LLC10,802$681.7K
Wolverine Trading, LLC9,597$601.7K
SummitTX Capital, L.P.8,361$527.7K
Impact Partnership Wealth, LLC6,859$432.8K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.6,244$394.1K
Bridgefront Capital, LLC5,845$368.9K
FNY Investment Advisers, LLC5,700$359.0K
Applied Finance Capital Management, LLC5,490$346.5K
Capital Advisors Inc5,473$345.4K
Jackson Wealth Management, LLC5,233$330.0K
Jaffetilchin Investment Partners, LLC4,939$311.7K
Polymer Capital Management (US) LLC4,509$284.6K
Alaska Permanent Fund Corp4,219$263.4K
Octavia Wealth Advisors, LLC3,951$252.9K
Virtue Capital Management, LLC3,906$246.5K
Mach-1 Financial Group, Inc.3,765$237.7K
Virtu Financial LLC3,740$236.0K
Madden Securities Corp3,690$232.9K
Parsons Capital Management Inc3,450$217.7K
Sagespring Wealth Partners, LLC3,428$216.4K
Diversified Trust Co3,384$213.6K
Wambolt & Associates, LLC3,365$212.1K
Money Concepts Capital Corp3,218$203.1K
Wayfinding Financial, LLC2,177$139.0K
Logan Capital Management Inc1,300$82.0K
LGT Financial Advisors LLC1,300$82.0K
Glass Jacobson Investment Advisors llc1,067$58.1K
Boston Private Wealth LLC917$57.9K
Clear Street Markets LLC800$50.5K
PSI Advisors, LLC708$44.7K
Quent Capital, LLC664$41.9K
Washington Trust Co615$38.8K
Riverview Trust Co493$31.1K
TCTC Holdings, LLC482$30.4K
Hexagon Capital Partners LLC422$26.6K
von Borstel & Associates, Inc.421$26.0K
Laurel Wealth Advisors LLC396$25.0K
Greykasell Wealth Strategies, Inc.280$17.7K
NCP Inc.215$13.6K
Crews Bank & Trust150$9.47K
Saudi Central Bank86$5.43K
Optiver Holding B.V.82$5.17K
Painted Porch Advisors LLC65$4.10K
Park Place Capital Corp47$2.97K
Mather Group, LLC.34$2.14K
Bernard Wealth Management Corp.22$1.39K
Continuum Advisory, LLC19$1.20K
Dunhill Financial, LLC14$912
Binnacle Investments Inc8$505
Halbert Hargrove Global Advisors, LLC7$471
Winnow Wealth LLC5$316
Greenline Partners, LLC2$126
JFS Wealth Advisors, LLC0$30

Not filed for Q2 2025 yet (13)

Institutions that held W. P. Carey Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Foundry Partners, LLC234,344$14.8M
Sabal Trust CO18,922$1.19M
Horan Capital Advisors, LLC.17,855$1.13M
Credit Agricole S A6,857$432.7K
Rakuten Investment Management, Inc.6,039$378.6K
Glenmede Trust Co NA5,584$352.4K
Monterey Private Wealth, Inc.3,953$249.5K
CAPROCK Group, Inc.3,622$232.1K
Sandy Spring Bank2,470$155.9K
Lindbrook Capital, LLC2,076$131.0K
Sofos Investments, Inc.1,359$85.8K
Nova Wealth Management, Inc.210$13.3K
Davis Capital Management191$12.1K