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 |
|---|---|---|---|---|---|
| GWN Securities Inc. | 4,920 | $308.6K | 0.06% | −1,956−28.4% | Reduced |
| Apollon Financial, LLC | 4,964 | $309.7K | 0.06% | +54+1.1% | Added |
| Summit Wealth Group, LLC | 4,969 | $310.0K | 0.08% | +15+0.3% | Added |
| Family Legacy, Inc. | 5,008 | $312.4K | 0.10% | +78+1.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,083 | $317.1K | 0.10% | +8+0.2% | Added |
| Resources Investment Advisors, LLC. | 5,087 | $317.3K | 0.00% | −1,462−22.3% | Reduced |
| Woodward Diversified Capital, LLC | 5,094 | $317.8K | 0.16% | +5,094 | New |
| Benjamin Edwards Inc | 5,142 | $320.8K | 0.00% | +74+1.5% | Added |
| Flagship Private Wealth, LLC | 5,183 | $323.3K | 0.14% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,959 | $326.2K | 0.01% | −880−15.1% | Reduced |
| Seeds Investor LLC | 5,259 | $328.0K | 0.08% | −526−9.1% | Reduced |
| Carret Asset Management, LLC | 5,282 | $329.5K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,313 | $331.4K | 0.01% | −8,775−62.3% | Reduced |
| Creative Financial Designs Inc | 5,323 | $332.0K | 0.02% | +35+0.7% | Added |
| Investment Management Corp of Ontario | 5,329 | $332.4K | 0.00% | −900−14.4% | Reduced |
| Perennial Investment Advisors, LLC | 5,363 | $334.6K | 0.03% | −56−1.0% | Reduced |
| H&H Retirement Design & Management INC | 5,494 | $339.7K | 0.19% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,464 | $340.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,469 | $341.2K | 0.00% | −284−4.9% | Reduced |
| Western Wealth Management, LLC | 5,480 | $341.8K | 0.02% | +19+0.3% | Added |
| Basepoint Wealth LLC | 5,554 | $346.5K | 0.27% | +84+1.5% | Added |
| Brevan Howard Capital Management LP | 5,564 | $347.1K | 0.00% | +5,564 | New |
| Valeo Financial Advisors, LLC | 5,576 | $347.8K | 0.01% | −141−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $352.1K | 0.00% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 5,662 | $353.2K | 0.08% | +3+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,666 | $353.4K | 0.01% | +5,666 | New |
| Quadcap Wealth Management, LLC | 5,694 | $355.2K | 0.05% | +62+1.1% | Added |
| Regions Financial Corp | 5,700 | $355.6K | 0.00% | +1,170+25.8% | Added |
| Allen Capital Group, LLC | 5,708 | $356.1K | 0.04% | +28+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,720 | $356.8K | 0.00% | −578−9.2% | Reduced |
| Centaurus Financial, Inc. | 5,770 | $360.0K | 0.02% | −47−0.8% | Reduced |
| Evergreen Capital Management LLC | 5,692 | $360.2K | 0.01% | −1,366−19.4% | Reduced |
| Kovack Advisors, Inc. | 5,779 | $360.5K | 0.04% | +186+3.3% | Added |
| Group One Trading, L.P. | 5,791 | $361.2K | 0.01% | +5,791 | New |
| Equitable Holdings, Inc. | 5,807 | $362.2K | 0.00% | +1,848+46.7% | Added |
| Gilbert & Cook, Inc. | 5,852 | $365.0K | 0.05% | +84+1.5% | Added |
| True North Advisors, LLC | 5,859 | $365.5K | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,868 | $366.0K | 0.00% | +1,082+22.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,891 | $367.5K | 0.03% | −409−6.5% | Reduced |
| Herold Advisors, Inc. | 5,916 | $369.0K | 0.08% | +18+0.3% | Added |
| Family Wealth Partners, LLC | 5,928 | $369.8K | 0.15% | +2,706+84.0% | Added |
| Machina Capital S.A.S. | 6,013 | $375.1K | 0.08% | +2,047+51.6% | Added |
| Laraway Financial Inc | 6,056 | $377.8K | 0.29% | +67+1.1% | Added |
| Farther Finance Advisors, LLC | 6,117 | $381.6K | 0.01% | +653+12.0% | Added |
| Ethos Financial Group, LLC | 6,138 | $382.9K | 0.03% | +245+4.2% | Added |
| GWM Advisors LLC | 6,143 | $383.2K | 0.00% | −1,061−14.7% | Reduced |
| Glenmede Investment Management, LP | 6,149 | $383.6K | 0.00% | +6,149 | New |
| Wetherby Asset Management Inc | 6,192 | $386.3K | 0.02% | +6,192 | New |
| Rockport Wealth LLC | 6,271 | $391.2K | 0.09% | +6,271 | New |
| Jacobi Capital Management LLC | 6,290 | $392.4K | 0.03% | +23+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 6,401 | $399.3K | 0.18% | +178+2.9% | Added |
| Avion Wealth | 6,418 | $400.0K | 0.09% | +5+0.1% | Added |
| Ignite Planners, LLC | 6,595 | $406.8K | 0.07% | +30+0.5% | Added |
| D.A. Davidson & Co. | 6,522 | $406.9K | 0.00% | −2,929−31.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,538 | $407.9K | 0.03% | −1,597−19.6% | Reduced |
| Silver Oak Securities, Inc | 6,577 | $410.3K | 0.03% | +1,649+33.5% | Added |
| Sigma Planning Corp | 6,625 | $413.3K | 0.01% | −171−2.5% | Reduced |
| International Assets Investment Management, LLC | 6,666 | $415.8K | 0.03% | +1,012+17.9% | Added |
| Peddock Capital Advisors, LLC | 6,706 | $418.3K | 0.10% | 00.0% | Unchanged |
| MKT Advisors LLC | 6,744 | $424.8K | 0.17% | −400−5.6% | Reduced |
| RSM US Wealth Management LLC | 6,731 | $425.6K | 0.01% | +926+16.0% | Added |
| Pensionmark Financial Group, LLC | 6,903 | $430.6K | 0.01% | −6−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,906 | $430.8K | 0.01% | −6,051−46.7% | Reduced |
| WealthPLAN Partners, LLC | 6,972 | $434.9K | 0.07% | −2,689−27.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 7,014 | $437.5K | 0.35% | +146+2.1% | Added |
| Archer Investment Corp | 7,068 | $440.9K | 0.11% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 7,122 | $444.3K | 0.24% | +53+0.7% | Added |
| Crestwood Advisors Group LLC | 7,165 | $447.0K | 0.01% | +288+4.2% | Added |
| We Are One Seven, LLC | 7,165 | $447.0K | 0.01% | +927+14.9% | Added |
| Colonial Trust Co | 7,166 | $447.0K | 0.07% | −1,295−15.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,188 | $448.4K | 0.09% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 7,360 | $459.1K | 0.08% | +2,618+55.2% | Added |
| Teamwork Financial Advisors, LLC | 7,448 | $464.6K | 0.06% | −133−1.8% | Reduced |
| Ballentine Partners, LLC | 7,451 | $464.8K | 0.01% | +780+11.7% | Added |
| Merit Financial Group, LLC | 7,478 | $466.5K | 0.01% | +1,190+18.9% | Added |
| Austin Private Wealth, LLC | 7,493 | $467.4K | 0.04% | −128−1.7% | Reduced |
| Philadelphia Trust Co | 7,500 | $468.0K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,522 | $469.3K | 0.01% | +92+1.2% | Added |
| Hilltop Holdings Inc. | 7,525 | $469.4K | 0.03% | +417+5.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,639 | $476.5K | 0.02% | −2,575−25.2% | Reduced |
| Simplex Trading, LLC | 7,650 | $477.0K | 0.01% | −936−10.9% | Reduced |
| Axis Wealth Partners, LLC | 7,666 | $478.2K | 0.31% | +21+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,731 | $482.3K | 0.02% | +1,092+16.4% | Added |
| Omers Administration Corp | 7,836 | $488.8K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 7,840 | $489.1K | 0.01% | −124−1.6% | Reduced |
| FLC Capital Advisors | 7,862 | $490.4K | 0.10% | +153+2.0% | Added |
| Everstar Asset Management, LLC | 7,865 | $490.6K | 0.30% | +613+8.5% | Added |
| Focus Financial Network, Inc. | 7,934 | $494.9K | 0.02% | +198+2.6% | Added |
| Commerce Bank | 8,097 | $505.1K | 0.00% | −952−10.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,115 | $506.2K | 0.27% | +8,115 | New |
| Bank of Nova Scotia | 8,164 | $509.3K | 0.00% | +555+7.3% | Added |
| Hudson Portfolio Management LLC | 8,167 | $509.5K | 0.48% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,177 | $510.1K | 0.07% | −108−1.3% | Reduced |
| Commerzbank Aktiengesellschaft | 8,280 | $517.0K | 0.01% | +1,273+18.2% | Added |
| Park Avenue Securities LLC | 8,323 | $519.0K | 0.00% | +8,323 | New |
| Capital Investment Advisory Services, LLC | 8,333 | $519.8K | 0.04% | +30.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,506 | $530.6K | 0.00% | +55+0.7% | Added |
| NBC Securities, Inc. | 8,756 | $546.0K | 0.04% | +60+0.7% | Added |
| Bradley Foster & Sargent Inc | 8,790 | $548.3K | 0.01% | +8,790 | New |
| Per Stirling Capital Management, LLC. | 8,976 | $559.9K | 0.07% | +1,684+23.1% | Added |