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Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in W. P. Carey Inc. as of Jun 30, 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
820
+10 vs. Q1 2025
Shares held
156.7M
+501.4K (+0.3%) vs. Q1 2025
Total value
$9.79B
−$11.3M (−0.1%) vs. Q1 2025
New holders
85
341 more added
Sold out
75
261 more reduced

13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 820 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 heldQ2 2025: $9.79B
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, Q2 2025

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2025.

Institutions holding WPC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners14$00.00%+14New
Activest Wealth Management1$620.00%+1New
TFC Financial Management2$1250.00%00.0%Unchanged
Private Wealth Asset Management, LLC3$1870.00%−16−84.2%Reduced
American Capital Advisory, LLC4$2500.00%00.0%Unchanged
Scarborough Advisors, LLC4$2500.00%+4New
Parkworth Wealth Management, Inc.4$2500.00%+4New
Crewe Advisors LLC5$3120.00%00.0%Unchanged
Glen Eagle Advisors, LLC6$3740.00%00.0%Unchanged
Stephens Consulting, LLC6$3750.00%+6New
Principia Wealth Advisory, LLC8$4990.00%00.0%Unchanged
Rialto Wealth Management, LLC8$5000.00%−10−55.6%Reduced
Quaker Wealth Management, LLC8$5000.00%+8New
Valued Wealth Advisors LLC11$6970.00%00.0%Unchanged
Rothschild Investment LLC12$7490.00%+2+20.0%Added
Raffa Wealth Management, LLC14$8730.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.17$1.03K0.00%+1+6.3%Added
Total Investment Management Inc18$1.10K0.00%+18New
Hughes Financial Services, LLC18$1.17K0.00%+18New
CVA Family Office, LLC20$1.25K0.00%+20New
MV Capital Management, Inc.22$1.37K0.00%+1+4.8%Added
Horizon Investments, LLC24$1.50K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC26$1.62K0.00%+26New
Evolution Wealth Management Inc.31$1.93K0.00%+31New
Red Tortoise LLC32$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC31$2.00K0.00%−8−20.5%Reduced
Highline Wealth Partners LLC36$2.25K0.00%00.0%Unchanged
Cromwell Holdings LLC36$2.27K0.00%+24+200.0%Added
Caitong International Asset Management Co., Ltd40$2.50K0.00%+40New
Financial Network Wealth Advisors LLC45$2.81K0.00%+45New
Insight Financial Services48$2.99K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$3.16K0.00%+50New
Sachetta, LLC62$3.87K0.00%+11+21.6%Added
Cohen & Steers, Inc.71$4.00K0.00%00.0%Unchanged
Bokf, NA68$4.24K0.00%00.0%Unchanged
ASR Vermogensbeheer N.V.80$4.99K0.00%+1+1.3%Added
Birchbrook, Inc.80$4.99K0.00%00.0%Unchanged
Essential Partners LLC85$5.30K0.00%+85New
Wealth Preservation Advisors, LLC87$5.43K0.00%00.0%Unchanged
High Note Wealth, LLC90$5.61K0.00%−2−2.2%Reduced
Signature Resources Capital Management, LLC91$5.68K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC87$5.70K0.00%+87New
Bogart Wealth, LLC100$6.24K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC100$6.24K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC104$6.49K0.00%−441−80.9%Reduced
Rosenberg Matthew Hamilton108$6.74K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC109$6.80K0.00%−7−6.0%Reduced
Park Square Financial Group, LLC110$6.86K0.00%00.0%Unchanged
Briaud Financial Planning, Inc113$7.00K0.00%+113New
Westside Investment Management, Inc.112$7.05K0.00%+112New
Dogwood Wealth Management LLC114$7.08K0.00%+43+60.6%Added
Sierra Ocean, LLC115$7.17K0.01%−16−12.2%Reduced
Bell Investment Advisors, Inc115$7.17K0.00%00.0%Unchanged
First Community Trust NA120$7.49K0.01%00.0%Unchanged
Transce3nd, LLC122$7.59K0.00%+31+34.1%Added
Atticus Wealth Management, LLC124$7.74K0.00%+124New
Private Wealth Management Group, LLC130$8.11K0.00%00.0%Unchanged
Cornerstone Planning Group LLC125$8.26K0.00%−167−57.2%Reduced
Beacon Capital Management, LLC133$8.30K0.00%+2+1.5%Added
Blume Capital Management, Inc.134$8.36K0.00%−5−3.6%Reduced
Retirement Wealth Solutions LLC141$8.81K0.01%00.0%Unchanged
Tidemark, LLC144$8.98K0.00%+144New
Iron Horse Wealth Management, LLC150$9.36K0.00%00.0%Unchanged
Byrne Asset Management LLC160$9.68K0.01%00.0%Unchanged
Hoese & Co LLP160$9.98K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc180$11.2K0.00%+35+24.1%Added
Smithfield Trust Co200$12.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC201$12.5K0.00%−694−77.5%Reduced
Meeder Asset Management Inc205$12.8K0.00%+121+144.0%Added
Paladin Advisory Group, LLC220$13.7K0.01%−378−63.2%Reduced
TD Waterhouse Canada Inc.219$13.8K0.00%00.0%Unchanged
GoalVest Advisory LLC222$13.8K0.00%00.0%Unchanged
Beacon Capital Management, Inc.224$14.0K0.00%+224New
DiNuzzo Private Wealth, Inc.227$14.2K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.230$14.3K0.01%00.0%Unchanged
Salomon & Ludwin, LLC241$15.2K0.00%+95+65.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.246$15.4K0.00%+1+0.4%Added
GHP Investment Advisors, Inc.285$17.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust292$18.2K0.00%+36+14.1%Added
Ritter Daniher Financial Advisory LLC293$18.3K0.00%00.0%Unchanged
TD Private Client Wealth LLC297$18.5K0.00%+48+19.3%Added
Caldwell Trust Co300$18.7K0.00%00.0%Unchanged
Monetary Management Group Inc305$19.0K0.00%+305New
Atlantic Trust, LLC334$20.8K0.00%00.0%Unchanged
Robbins Farley LLC345$21.5K0.01%00.0%Unchanged
Rossby Financial, LCC348$21.7K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC348$21.7K0.00%+348New
Thompson Investment Management, Inc.349$21.8K0.00%00.0%Unchanged
Fortitude Family Office, LLC364$22.7K0.01%+261+253.4%Added
Clearstead Advisors, LLC373$23.3K0.00%+322+631.4%Added
Montag A & Associates Inc370$23.4K0.00%00.0%Unchanged
Ameriflex Group, Inc.375$23.6K0.01%−1,504−80.0%Reduced
True Wealth Design, LLC379$23.6K0.01%+7+1.9%Added
Nemes Rush Group LLC386$24.1K0.00%+5+1.3%Added
ESL Trust Services, LLC400$25.0K0.01%00.0%Unchanged
Heritage Wealth Advisors402$25.1K0.00%00.0%Unchanged
Quarry LP407$25.4K0.01%−5,840−93.5%Reduced
First United Bank Trust415$25.9K0.01%00.0%Unchanged
Covestor Ltd406$26.0K0.02%−18−4.2%Reduced
MTM Investment Management, LLC455$28.4K0.01%+455New