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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 3,291 | $205.3K | 0.01% | −131,172−97.6% | Reduced |
| Bourgeon Capital Management LLC | 3,300 | $205.9K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,328 | $207.9K | 0.00% | +3,328 | New |
| Sage Rhino Capital LLC | 3,342 | $208.5K | 0.04% | +3,342 | New |
| SWP Financial LLC | 3,352 | $209.1K | 0.11% | −116−3.3% | Reduced |
| National Asset Management, Inc. | 3,355 | $209.3K | 0.01% | −2,611−43.8% | Reduced |
| Focused Wealth Management, Inc | 3,366 | $210.0K | 0.03% | +32+1.0% | Added |
| Perbak Capital Partners LLP | 3,370 | $210.2K | 0.05% | +3,370 | New |
| Catalytic Wealth RIA, LLC | 3,383 | $211.0K | 0.02% | +3,383 | New |
| Clearview Wealth Advisors LLC | 3,399 | $212.0K | 0.15% | −26−0.8% | Reduced |
| Private Advisory Group LLC | 3,400 | $212.1K | 0.02% | −1,919−36.1% | Reduced |
| Detalus Advisors, LLC | 3,400 | $212.1K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,406 | $212.5K | 0.02% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,423 | $216.0K | 0.02% | +3,423 | New |
| FJ Capital Management LLC | 3,476 | $216.8K | 0.02% | +3,476 | New |
| King Wealth | 3,495 | $218.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,520 | $219.6K | 0.01% | −174−4.7% | Reduced |
| Kingsview Wealth Management, LLC | 3,539 | $220.8K | 0.00% | +44+1.3% | Added |
| Capital Investment Advisors, LLC | 3,560 | $222.1K | 0.00% | +83+2.4% | Added |
| National Pension Service | 3,576 | $223.1K | 0.00% | +2,764+340.4% | Added |
| iA Global Asset Management Inc. | 3,584 | $224.0K | 0.00% | +138+4.0% | Added |
| Fisher Asset Management, LLC | 3,596 | $224.4K | 0.00% | −901−20.0% | Reduced |
| 111 Capital | 3,598 | $224.4K | 0.04% | +3,598 | New |
| LexAurum Advisors, LLC | 3,602 | $224.7K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,602 | $225.0K | 0.00% | −1,049−22.6% | Reduced |
| Fiera Capital Corp | 3,627 | $226.3K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,170 | $226.7K | 0.08% | −2,715−46.1% | Reduced |
| Capital Planning Advisors, LLC | 3,647 | $227.5K | 0.03% | +2+0.1% | Added |
| Change Path, LLC | 3,669 | $228.9K | 0.01% | +143+4.1% | Added |
| UMA Financial Services, Inc. | 3,676 | $229.3K | 0.04% | +17+0.5% | Added |
| Meeder Advisory Services, Inc. | 3,686 | $229.9K | 0.01% | +294+8.7% | Added |
| XTX Topco Ltd | 3,686 | $229.9K | 0.01% | +3,686 | New |
| Parallel Advisors, LLC | 3,705 | $231.1K | 0.00% | −449−10.8% | Reduced |
| Battery Global Advisors, LLC | 3,655 | $231.3K | 0.11% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,710 | $231.4K | 0.16% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,715 | $231.8K | 0.00% | +3,715 | New |
| Tompkins Financial Corp | 3,720 | $232.1K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,747 | $233.7K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,761 | $234.6K | 0.03% | +18+0.5% | Added |
| High Net Worth Advisory Group LLC | 3,770 | $235.2K | 0.06% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,794 | $236.7K | 0.02% | −59−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 3,737 | $237.0K | 0.01% | +268+7.7% | Added |
| Wealth Management Strategies, Inc. | 3,808 | $237.5K | 0.13% | −8−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,810 | $237.7K | 0.02% | −98−2.5% | Reduced |
| Rafferty Asset Management, LLC | 3,822 | $238.4K | 0.00% | +70+1.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,833 | $239.1K | 0.05% | −6,167−61.7% | Reduced |
| HBK Sorce Advisory LLC | 3,843 | $239.7K | 0.01% | −7,136−65.0% | Reduced |
| TownSquare Capital, LLC | 3,848 | $240.0K | 0.02% | −12,805−76.9% | Reduced |
| Insight Wealth Partners, LLC | 3,856 | $240.5K | 0.13% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,862 | $240.9K | 0.00% | −283−6.8% | Reduced |
| Sound Income Strategies, LLC | 3,887 | $242.5K | 0.01% | −206−5.0% | Reduced |
| Private Trust Co NA | 3,900 | $243.3K | 0.02% | +575+17.3% | Added |
| Optimum Investment Advisors | 3,907 | $243.7K | 0.11% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,907 | $243.7K | 0.09% | +275+7.6% | Added |
| United Capital Financial Advisers, LLC | 3,920 | $244.5K | 0.00% | +40+1.0% | Added |
| Kathmere Capital Management, LLC | 3,971 | $247.7K | 0.02% | +25+0.6% | Added |
| GW Henssler & Associates Ltd | 3,974 | $247.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,979 | $248.2K | 0.00% | −136−3.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,992 | $249.0K | 0.05% | +12+0.3% | Added |
| BancorpSouth Bank | 4,001 | $249.6K | 0.02% | +10.0% | Added |
| Columbia Asset Management | 4,025 | $251.1K | 0.05% | −700−14.8% | Reduced |
| Tritonpoint Wealth, LLC | 3,992 | $252.6K | 0.02% | −161−3.9% | Reduced |
| D.B. Root & Company, LLC | 4,089 | $255.1K | 0.08% | +10.0% | Added |
| Keudell/Morrison Wealth Management | 4,128 | $257.5K | 0.06% | −332−7.4% | Reduced |
| Peachtree Investment Partners, LLC | 4,179 | $260.7K | 0.10% | +39+0.9% | Added |
| Daymark Wealth Partners, LLC | 4,203 | $262.2K | 0.01% | −353−7.7% | Reduced |
| Greenleaf Trust | 4,207 | $262.4K | 0.00% | +205+5.1% | Added |
| New Wave Wealth Advisors LLC | 4,212 | $262.7K | 0.11% | −19−0.4% | Reduced |
| Bryn Mawr Trust Co | 4,213 | $262.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,233 | $264.1K | 0.00% | −9,951−70.2% | Reduced |
| Coppell Advisory Solutions LLC | 4,227 | $265.8K | 0.03% | −99−2.3% | Reduced |
| Barlow Wealth Partners, Inc. | 4,206 | $266.3K | 0.03% | −843−16.7% | Reduced |
| Symphony Financial, Ltd. Co. | 4,282 | $266.7K | 0.03% | +4,282 | New |
| Main Street Financial Solutions, LLC | 4,281 | $267.0K | 0.02% | +116+2.8% | Added |
| Strathmore Capital Advisors, Inc. | 4,327 | $267.4K | 0.12% | +4,327 | New |
| Signaturefd, LLC | 4,292 | $267.7K | 0.00% | −17−0.4% | Reduced |
| GeoWealth Management, LLC | 4,389 | $273.8K | 0.01% | +436+11.0% | Added |
| SageView Advisory Group, LLC | 4,279 | $274.0K | 0.01% | −264−5.8% | Reduced |
| Profund Advisors LLC | 4,408 | $275.0K | 0.01% | −329−6.9% | Reduced |
| Summit Trail Advisors, LLC | 4,308 | $275.2K | 0.00% | −953−18.1% | Reduced |
| Bridgewater Associates, LP | 4,429 | $276.3K | 0.00% | +4,429 | New |
| Sunbelt Securities, Inc. | 5,079 | $276.7K | 0.02% | −1,642−24.4% | Reduced |
| Vestcor Inc | 4,437 | $277.0K | 0.01% | −37−0.8% | Reduced |
| Everence Capital Management Inc | 4,480 | $279.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 4,492 | $280.2K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,500 | $280.7K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,510 | $281.3K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,536 | $283.0K | 0.00% | −4,972−52.3% | Reduced |
| Joel Isaacson & Co., LLC | 4,573 | $285.3K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 4,584 | $285.9K | 0.00% | −14,294−75.7% | Reduced |
| Prospera Financial Services Inc | 4,606 | $287.5K | 0.01% | +511+12.5% | Added |
| Widmann Financial Services, Inc. | 4,618 | $288.0K | 0.20% | −165−3.4% | Reduced |
| Burney Co | 4,693 | $292.8K | 0.01% | −99−2.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 4,707 | $293.6K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,719 | $294.4K | 0.00% | −1,108−19.0% | Reduced |
| Claris Financial LLC | 4,736 | $295.4K | 0.22% | −522−9.9% | Reduced |
| Accurate Wealth Management, LLC | 4,786 | $299.0K | 0.05% | +20+0.4% | Added |
| Engineers Gate Manager LP | 4,800 | $299.4K | 0.00% | +4,800 | New |
| Inspire Advisors, LLC | 4,802 | $299.6K | 0.03% | −637−11.7% | Reduced |
| KPP Advisory Services LLC | 4,906 | $306.0K | 0.05% | −50−1.0% | Reduced |