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 |
|---|---|---|---|---|---|
| Versor Investments LP | 9,023 | $562.9K | 0.10% | +9,023 | New |
| IHT Wealth Management, LLC | 9,039 | $563.9K | 0.02% | −336−3.6% | Reduced |
| Roof Eidam & Maycock | 9,120 | $568.9K | 0.14% | +9,120 | New |
| Congress Wealth Management LLC | 9,144 | $570.5K | 0.01% | +201+2.2% | Added |
| Brookwood Investment Group LLC | 9,173 | $572.2K | 0.09% | +329+3.7% | Added |
| Spirit of America Management Corp | 9,200 | $573.9K | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 9,230 | $575.8K | 0.16% | +1,000+12.2% | Added |
| Modern Wealth Management, LLC | 9,272 | $578.4K | 0.01% | +105+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 9,364 | $584.1K | 0.02% | +3,155+50.8% | Added |
| Old Port Advisors | 9,477 | $591.2K | 0.16% | −266−2.7% | Reduced |
| Atomi Financial Group, Inc. | 9,536 | $594.9K | 0.02% | +1,260+15.2% | Added |
| Campbell & CO Investment Adviser LLC | 9,548 | $595.6K | 0.04% | −28,022−74.6% | Reduced |
| E. Ohman J:or Asset Management AB | 9,600 | $598.8K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 9,628 | $600.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,691 | $604.5K | 0.01% | +21+0.2% | Added |
| ProShare Advisors LLC | 9,708 | $605.6K | 0.00% | +384+4.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $608.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 9,784 | $610.3K | 0.00% | +575+6.2% | Added |
| Gutierrez Wealth Advisory, LLC | 9,841 | $613.9K | 0.41% | +95+1.0% | Added |
| Jones Financial Companies LLLP | 9,802 | $616.3K | 0.00% | +4,678+91.3% | Added |
| Warren Averett Asset Management, LLC | 9,959 | $621.2K | 0.01% | +59+0.6% | Added |
| EP Wealth Advisors, LLC | 10,080 | $628.8K | 0.00% | +581+6.1% | Added |
| Maryland State Retirement & Pension System | 10,127 | $631.7K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 10,149 | $633.0K | 0.47% | −1,328−11.6% | Reduced |
| Accel Wealth Management | 10,160 | $633.8K | 0.21% | −184−1.8% | Reduced |
| Global Retirement Partners, LLC | 10,165 | $634.1K | 0.02% | +10,165 | New |
| Dudley Capital Management, LLC | 10,175 | $634.7K | 0.32% | +125+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 10,214 | $637.2K | 0.00% | −812−7.4% | Reduced |
| Independent Advisor Alliance | 10,285 | $641.5K | 0.02% | −16−0.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $642.5K | 0.14% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,349 | $645.5K | 0.00% | +1,406+15.7% | Added |
| Gulf International Bank (UK) Ltd | 10,390 | $648.0K | 0.02% | −2,495−19.4% | Reduced |
| Applied Capital LLC | 10,428 | $650.5K | 0.48% | +893+9.4% | Added |
| NEOS Investment Management LLC | 10,435 | $650.9K | 0.01% | +5,714+121.0% | Added |
| Cullen Capital Management LLC | 10,467 | $652.9K | 0.01% | +4,739+82.7% | Added |
| Nebula Research & Development LLC | 10,515 | $655.9K | 0.06% | −821−7.2% | Reduced |
| Norinchukin Bank, The | 10,519 | $656.2K | 0.01% | +318+3.1% | Added |
| SRS Capital Advisors, Inc. | 10,521 | $656.3K | 0.03% | +93+0.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,589 | $660.5K | 0.10% | +518+5.1% | Added |
| Inceptionr LLC | 10,745 | $670.3K | 0.16% | −7,562−41.3% | Reduced |
| Diligent Investors, LLC | 10,793 | $673.3K | 0.16% | −253−2.3% | Reduced |
| Shell Asset Management Co | 10,832 | $676.0K | 0.02% | +5,936+121.2% | Added |
| CIBC Asset Management Inc | 10,839 | $676.1K | 0.00% | +1,584+17.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,960 | $684.0K | 0.01% | −1,140−9.4% | Reduced |
| HB Wealth Management, LLC | 11,028 | $687.9K | 0.01% | −6,749−38.0% | Reduced |
| BLB&B Advisors, LLC | 11,046 | $689.1K | 0.03% | +10.0% | Added |
| Legacy Capital Wealth Partners, LLC | 11,107 | $692.9K | 0.16% | −220−1.9% | Reduced |
| Liberty Square Wealth Partners LLC | 11,131 | $694.4K | 0.24% | +122+1.1% | Added |
| C2C Wealth Management, LLC | 11,163 | $696.3K | 0.63% | +50+0.4% | Added |
| Client 1st Advisory Group, LLC | 11,208 | $699.2K | 0.25% | −480−4.1% | Reduced |
| Liberty One Investment Management, LLC | 11,259 | $702.3K | 0.07% | −766−6.4% | Reduced |
| Invst, LLC | 11,300 | $704.9K | 0.09% | −333−2.9% | Reduced |
| Cornercap Investment Counsel Inc | 11,473 | $715.7K | 0.37% | −264−2.2% | Reduced |
| Toroso Investments, LLC | 11,478 | $716.0K | 0.00% | +11,478 | New |
| PFG Investments, LLC | 11,539 | $719.8K | 0.04% | −4,387−27.5% | Reduced |
| WealthPlan Investment Management, LLC | 11,558 | $721.0K | 0.05% | +2,180+23.2% | Added |
| Ameritas Advisory Services, LLC | 11,651 | $726.8K | 0.04% | −3,671−24.0% | Reduced |
| Wealthspire Advisors, LLC | 11,953 | $745.6K | 0.00% | −114−0.9% | Reduced |
| Assetmark, Inc | 11,966 | $746.4K | 0.00% | +1,175+10.9% | Added |
| Cooper Financial Group | 12,005 | $748.8K | 0.09% | +181+1.5% | Added |
| Advisory Services Network, LLC | 11,745 | $753.6K | 0.01% | +765+7.0% | Added |
| Financial Gravity Companies, Inc. | 12,120 | $756.0K | 0.15% | +12,120 | New |
| Perigon Wealth Management, LLC | 12,134 | $756.9K | 0.02% | −929−7.1% | Reduced |
| RMB Capital Management, LLC | 12,227 | $773.7K | 0.01% | +12,227 | New |
| Founders Financial Alliance, LLC | 12,468 | $777.8K | 0.18% | −109−0.9% | Reduced |
| Buckingham Strategic Partners | 12,681 | $791.1K | 0.01% | +2,612+25.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,693 | $791.8K | 0.00% | +146+1.2% | Added |
| Vident Advisory, LLC | 12,838 | $800.9K | 0.01% | −3,518−21.5% | Reduced |
| DoubleLine ETF Adviser LP | 12,869 | $802.8K | 0.26% | +150+1.2% | Added |
| Gamco Investors, Inc. Et Al | 12,899 | $804.6K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,947 | $807.7K | 0.18% | −140−1.1% | Reduced |
| Kestra Investment Management, LLC | 12,920 | $811.8K | 0.01% | +4,921+61.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,063 | $814.9K | 0.00% | +976+8.1% | Added |
| Howe & Rusling Inc | 13,218 | $824.5K | 0.06% | −36−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,441 | $838.5K | 0.01% | +1,938+16.8% | Added |
| Federation des caisses Desjardins du Quebec | 13,631 | $850.3K | 0.00% | +10,717+367.8% | Added |
| Vista Investment Management | 13,703 | $854.8K | 0.32% | −83−0.6% | Reduced |
| Quadrant Capital Group LLC | 13,753 | $857.9K | 0.03% | +6,698+94.9% | Added |
| Kentucky Retirement Systems | 13,882 | $866.0K | 0.03% | −909−6.1% | Reduced |
| Stephens Inc | 13,904 | $867.3K | 0.01% | −655−4.5% | Reduced |
| Texas Yale Capital Corp. | 14,021 | $874.6K | 0.03% | +50.0% | Added |
| Independent Financial Group, LLC | 14,023 | $874.8K | 0.02% | +4,707+50.5% | Added |
| Lazard Asset Management LLC | 14,068 | $877.0K | 0.00% | +309+2.2% | Added |
| Nicholas Hoffman & Company, LLC. | 14,163 | $883.5K | 0.02% | −4,133−22.6% | Reduced |
| Bahl & Gaynor Inc | 14,182 | $884.7K | 0.00% | −1,267−8.2% | Reduced |
| Atria Investments LLC | 14,340 | $894.5K | 0.01% | +2,597+22.1% | Added |
| Samalin Investment Counsel, LLC | 14,371 | $896.5K | 0.34% | −168−1.2% | Reduced |
| Sterling Capital Management LLC | 14,427 | $900.0K | 0.01% | +2,380+19.8% | Added |
| LRI Investments, LLC | 14,918 | $930.6K | 0.08% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,277 | $953.0K | 0.02% | −1,639−9.7% | Reduced |
| D. E. Shaw & Co., Inc. | 15,285 | $953.5K | 0.00% | +4,820+46.1% | Added |
| Wealthstar Advisors, LLC | 15,290 | $953.8K | 0.36% | −11−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,321 | $955.7K | 0.02% | +265+1.8% | Added |
| Atria Wealth Solutions, Inc. | 15,381 | $970.8K | 0.02% | −88,779−85.2% | Reduced |
| Integrated Wealth Concepts LLC | 15,758 | $983.0K | 0.01% | −862−5.2% | Reduced |
| FineMark National Bank & Trust | 16,196 | $1.01M | 0.03% | +16,196 | New |
| Nordea Investment Management AB | 16,476 | $1.01M | 0.00% | +76+0.5% | Added |
| Royal Fund Management, LLC | 16,304 | $1.02M | 0.11% | +1,794+12.4% | Added |
| Oppenheimer & Co Inc | 16,463 | $1.03M | 0.01% | +1,373+9.1% | Added |
| Carnegie Lake Advisors LLC | 16,525 | $1.03M | 0.41% | 00.0% | Unchanged |