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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 463 | $28.9K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 473 | $29.5K | 0.01% | +126+36.3% | Added |
| Headlands Technologies LLC | 477 | $29.8K | 0.00% | +477 | New |
| City State Bank | 518 | $32.3K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 549 | $34.3K | 0.02% | +8+1.5% | Added |
| Smartleaf Asset Management LLC | 547 | $34.4K | 0.00% | −355−39.4% | Reduced |
| New England Capital Financial Advisors LLC | 583 | $36.3K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $37.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 600 | $37.4K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 614 | $38.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 632 | $39.4K | 0.00% | −19−2.9% | Reduced |
| V-Square Quantitative Management LLC | 642 | $40.0K | 0.01% | +642 | New |
| Cheviot Value Management, LLC | 608 | $40.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 644 | $40.2K | 0.02% | −281−30.4% | Reduced |
| Versant Capital Management, Inc | 658 | $41.0K | 0.01% | +55+9.1% | Added |
| REAP Financial Group, LLC | 660 | $41.2K | 0.01% | +238+56.4% | Added |
| Truvestments Capital LLC | 662 | $41.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 672 | $41.9K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 694 | $43.3K | 0.01% | +694 | New |
| Financial Management Professionals, Inc. | 696 | $44.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 708 | $44.2K | 0.00% | +11+1.6% | Added |
| Olistico Wealth, LLC | 735 | $45.8K | 0.03% | +735 | New |
| Ancora Advisors, LLC | 750 | $46.8K | 0.00% | +4+0.5% | Added |
| Johnson Financial Group, Inc. | 766 | $48.5K | 0.00% | −716−48.3% | Reduced |
| Fourth Dimension Wealth, LLC | 800 | $49.9K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $54.0K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 870 | $54.3K | 0.00% | +870 | New |
| Plato Investment Management Ltd | 877 | $54.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $54.9K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 887 | $55.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 891 | $56.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 919 | $57.3K | 0.00% | +237+34.8% | Added |
| Eastern Bank | 919 | $57.3K | 0.00% | −46−4.8% | Reduced |
| Armstrong Advisory Group, Inc | 951 | $59.3K | 0.00% | −400−29.6% | Reduced |
| Central Pacific Bank - Trust Division | 961 | $59.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 964 | $60.0K | 0.00% | +7+0.7% | Added |
| Key Financial Inc | 991 | $61.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 998 | $62.2K | 0.00% | +82+9.0% | Added |
| Kiker Wealth Management, LLC | 1,021 | $63.7K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,034 | $64.0K | 0.00% | +193+22.9% | Added |
| Roxbury Financial LLC | 1,031 | $64.3K | 0.06% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,067 | $66.5K | 0.05% | +16+1.5% | Added |
| Proathlete Wealth Management LLC | 1,113 | $69.5K | 0.02% | +16+1.5% | Added |
| Missouri Trust & Investment Co | 1,135 | $70.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,136 | $70.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $73.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,217 | $75.9K | 0.01% | −100−7.6% | Reduced |
| North Star Investment Management Corp. | 1,249 | $77.9K | 0.01% | −199−13.7% | Reduced |
| FSA Wealth Management LLC | 1,298 | $81.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,305 | $81.4K | 0.01% | +455+53.5% | Added |
| Winch Advisory Services, LLC | 1,307 | $81.5K | 0.02% | +19+1.5% | Added |
| Brown Brothers Harriman & Co | 1,334 | $83.2K | 0.00% | −1,637−55.1% | Reduced |
| National Bank of Canada | 1,381 | $86.1K | 0.00% | +403+41.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,405 | $87.6K | 0.04% | +1,405 | New |
| South State Corp. | 1,431 | $89.3K | 0.00% | −8−0.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,435 | $89.5K | 0.07% | −2−0.1% | Reduced |
| Whittier Trust Co | 1,470 | $91.7K | 0.00% | +370+33.6% | Added |
| Pillar Financial Advisors, LLC | 1,489 | $92.9K | 0.06% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,500 | $93.6K | 0.05% | +1,500 | New |
| ORG Partners LLC | 1,507 | $95.1K | 0.02% | +20+1.3% | Added |
| Asset Planning,Inc | 1,540 | $96.1K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,636 | $102.1K | 0.01% | +14+0.9% | Added |
| Fairscale Capital, LLC | 1,600 | $102.7K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,511 | $104.7K | 0.00% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,715 | $107.0K | 0.04% | +17+1.0% | Added |
| Vision Financial Markets LLC | 1,800 | $112.3K | 0.11% | +1,800 | New |
| Hanson & Doremus Investment Management | 1,810 | $113.0K | 0.02% | +460+34.1% | Added |
| Catalyst Capital Advisors LLC | 1,813 | $113.1K | 0.00% | +233+14.7% | Added |
| CoreCap Advisors, LLC | 1,825 | $113.8K | 0.00% | +380+26.3% | Added |
| Cary Street Partners Financial LLC | 1,843 | $114.9K | 0.00% | +1,843 | New |
| AdvisorNet Financial, Inc | 1,965 | $122.6K | 0.01% | +23+1.2% | Added |
| Westend Capital Management, LLC | 2,000 | $124.8K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 2,047 | $127.7K | 0.00% | +527+34.7% | Added |
| Concord Wealth Partners | 2,055 | $128.2K | 0.02% | +266+14.9% | Added |
| Advisors Asset Management, Inc. | 2,176 | $135.7K | 0.00% | +106+5.1% | Added |
| SOA Wealth Advisors, LLC. | 2,416 | $150.7K | 0.03% | +37+1.6% | Added |
| Globeflex Capital L P | 2,432 | $151.7K | 0.01% | +2,432 | New |
| AllSquare Wealth Management LLC | 2,440 | $152.2K | 0.09% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,441 | $152.3K | 0.02% | +1,794+277.3% | Added |
| Atlantic Union Bankshares Corp | 2,470 | $154.1K | 0.00% | +2,470 | New |
| Larson Financial Group LLC | 2,473 | $154.3K | 0.01% | −1,680−40.5% | Reduced |
| IAG Wealth Partners, LLC | 2,499 | $155.9K | 0.02% | +4+0.2% | Added |
| St Germain D J Co Inc | 2,600 | $162.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,612 | $162.9K | 0.01% | −18,815−87.8% | Reduced |
| Trust Co of Vermont | 2,691 | $167.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,768 | $172.7K | 0.00% | −194−6.5% | Reduced |
| BFSG, LLC | 2,803 | $174.9K | 0.02% | +65+2.4% | Added |
| Gen-Wealth Partners Inc | 2,982 | $186.0K | 0.07% | −76−2.5% | Reduced |
| HM Payson & Co | 2,990 | $186.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,997 | $187.0K | 0.01% | −55−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,034 | $189.3K | 0.00% | +38+1.3% | Added |
| American National Bank | 3,100 | $193.4K | 0.02% | +3,100 | New |
| Siemens Fonds Invest GmbH | 3,110 | $194.0K | 0.01% | +726+30.5% | Added |
| Raleigh Capital Management Inc. | 3,187 | $198.8K | 0.08% | −183−5.4% | Reduced |
| Farringdon Capital, Ltd. | 3,210 | $200.2K | 0.07% | +3,210 | New |
| Umb Bank N A | 3,211 | $200.3K | 0.00% | +228+7.6% | Added |
| Motco | 3,139 | $201.4K | 0.02% | +187+6.3% | Added |
| Avantax Planning Partners, Inc. | 3,260 | $203.4K | 0.01% | −947−22.5% | Reduced |
| Summit Wealth Group LLC | 3,219 | $203.7K | 0.05% | +3,219 | New |
| GAMMA Investing LLC | 3,287 | $205.0K | 0.01% | +717+27.9% | Added |