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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 16,676 | $1.04M | 0.03% | +132+0.8% | Added |
| Concurrent Investment Advisors, LLC | 16,891 | $1.05M | 0.02% | +38+0.2% | Added |
| Harbor Investment Advisory, LLC | 17,142 | $1.07M | 0.10% | −141−0.8% | Reduced |
| Entropy Technologies, LP | 17,186 | $1.07M | 0.09% | −18,444−51.8% | Reduced |
| Quest Partners LLC | 17,357 | $1.08M | 0.11% | −4,327−20.0% | Reduced |
| Ethic Inc. | 17,292 | $1.09M | 0.02% | +9,993+136.9% | Added |
| Naviter Wealth, LLC | 17,536 | $1.11M | 0.14% | +1,543+9.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $1.11M | 0.00% | +6,600+58.6% | Added |
| CWM, LLC | 17,901 | $1.12M | 0.00% | −929−4.9% | Reduced |
| Colonial Trust Advisors | 17,949 | $1.12M | 0.09% | −1,944−9.8% | Reduced |
| HORAN Wealth, LLC | 17,949 | $1.12M | 0.34% | +17,949 | New |
| Demars Financial Group, LLC | 18,028 | $1.12M | 0.43% | −1,042,788−98.3% | Reduced |
| Arete Wealth Advisors, LLC | 18,336 | $1.14M | 0.08% | +354+2.0% | Added |
| Ossiam | 18,353 | $1.14M | 0.01% | +2,348+14.7% | Added |
| Intech Investment Management LLC | 18,439 | $1.15M | 0.01% | −4,935−21.1% | Reduced |
| J.W. Cole Advisors, Inc. | 18,532 | $1.16M | 0.02% | +500+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 18,545 | $1.16M | 0.01% | +18,545 | New |
| Hancock Whitney Corp | 19,072 | $1.19M | 0.02% | +19,072 | New |
| Avanza Fonder AB | 19,199 | $1.20M | 0.04% | +19,199 | New |
| Blair William & Co | 19,752 | $1.23M | 0.00% | +30+0.2% | Added |
| Public Employees Retirement Association of Colorado | 20,336 | $1.27M | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20,200 | $1.27M | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 21,065 | $1.31M | 0.06% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 21,084 | $1.32M | 1.44% | +21,084 | New |
| Summit Financial, LLC | 20,977 | $1.33M | 0.03% | +1,683+8.7% | Added |
| O'Shaughnessy Asset Management, LLC | 21,697 | $1.35M | 0.01% | +10,781+98.8% | Added |
| Cornerstone Wealth Management, LLC | 21,805 | $1.36M | 0.08% | −316−1.4% | Reduced |
| Apollon Wealth Management, LLC | 21,869 | $1.36M | 0.03% | −211−1.0% | Reduced |
| Associated Banc-Corp | 22,007 | $1.37M | 0.04% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 22,040 | $1.37M | 0.48% | +327+1.5% | Added |
| Penserra Capital Management LLC | 22,070 | $1.38M | 0.02% | −3,501−13.7% | Reduced |
| Frank, Rimerman Advisors LLC | 22,431 | $1.40M | 0.09% | +3,122+16.2% | Added |
| TFG Advisers LLC | 22,523 | $1.40M | 0.48% | +261+1.2% | Added |
| Mackenzie Financial Corp | 22,822 | $1.42M | 0.00% | +2,035+9.8% | Added |
| Pathstone Holdings, LLC | 22,847 | $1.43M | 0.01% | +2,543+12.5% | Added |
| Guggenheim Capital LLC | 23,092 | $1.44M | 0.01% | +275+1.2% | Added |
| New York Life Investment Management LLC | 23,233 | $1.45M | 0.01% | −496−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 23,279 | $1.45M | 0.02% | −755−3.1% | Reduced |
| Natixis | 23,514 | $1.47M | 0.01% | +22,636+2,578.1% | Added |
| Mutual Advisors, LLC | 22,778 | $1.47M | 0.04% | +795+3.6% | Added |
| Federated Hermes, Inc. | 23,709 | $1.48M | 0.00% | −2,643−10.0% | Reduced |
| Belpointe Asset Management LLC | 23,768 | $1.48M | 0.06% | +547+2.4% | Added |
| Inspirion Wealth Advisors, LLC | 23,879 | $1.49M | 0.20% | −2,421−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 24,170 | $1.51M | 0.00% | −1,839−7.1% | Reduced |
| Fiduciary Alliance LLC | 24,937 | $1.56M | 0.12% | −285−1.1% | Reduced |
| CWM Advisors, LLC | 25,405 | $1.58M | 0.17% | +923+3.8% | Added |
| OP Asset Management Ltd | 25,737 | $1.61M | 0.02% | +1,813+7.6% | Added |
| Cozad Asset Management Inc | 25,741 | $1.61M | 0.14% | +43+0.2% | Added |
| Hilltop Partners LLC | 26,247 | $1.64M | 0.50% | −384−1.4% | Reduced |
| Excalibur Management Corp | 26,571 | $1.66M | 0.62% | −980−3.6% | Reduced |
| KBC Group NV | 26,730 | $1.67M | 0.00% | −22,632−45.8% | Reduced |
| Flputnam Investment Management Co | 26,785 | $1.67M | 0.03% | +26,785 | New |
| 1832 Asset Management L.P. | 26,999 | $1.68M | 0.00% | +8,112+43.0% | Added |
| Citadel Advisors LLC | 27,156 | $1.69M | 0.00% | −41,418−60.4% | Reduced |
| SG Americas Securities, LLC | 27,368 | $1.71M | 0.01% | +13,465+96.8% | Added |
| Diversify Advisory Services, LLC | 26,489 | $1.73M | 0.07% | +26,489 | New |
| Susquehanna International Group, LLP | 28,139 | $1.76M | 0.00% | +17,574+166.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,448 | $1.78M | 0.01% | +6,411+29.1% | Added |
| Gradient Capital Advisors, LLC | 28,552 | $1.78M | 0.53% | −709−2.4% | Reduced |
| BridgePort Financial Solutions, LLC | 28,681 | $1.79M | 0.59% | +180+0.6% | Added |
| Consolidated Portfolio Review Corp | 29,229 | $1.82M | 0.25% | +531+1.9% | Added |
| Walleye Capital LLC | 29,403 | $1.83M | 0.02% | +3,960+15.6% | Added |
| M&T Bank Corp | 30,368 | $1.89M | 0.01% | +2,389+8.5% | Added |
| Rockefeller Capital Management L.P. | 30,382 | $1.90M | 0.00% | +10,944+56.3% | Added |
| Waldron Private Wealth LLC | 30,074 | $1.90M | 0.08% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 30,551 | $1.91M | 0.12% | +30,551 | New |
| Cerity Partners LLC | 30,876 | $1.93M | 0.00% | −847−2.7% | Reduced |
| Schroder Investment Management Group | 31,722 | $1.98M | 0.00% | −235,236−88.1% | Reduced |
| Wellington Shields Capital Management, LLC | 31,777 | $1.98M | 0.34% | −2,750−8.0% | Reduced |
| Griffin Asset Management, Inc. | 32,236 | $2.01M | 0.24% | +178+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 32,654 | $2.04M | 0.02% | +1,347+4.3% | Added |
| Teacher Retirement System of Texas | 33,255 | $2.07M | 0.01% | +1,261+3.9% | Added |
| US Bancorp | 33,528 | $2.09M | 0.00% | +2,045+6.5% | Added |
| Weaver Consulting Group | 33,818 | $2.11M | 0.58% | −784−2.3% | Reduced |
| Presima Inc. | 33,834 | $2.11M | 0.49% | +932+2.8% | Added |
| Tredje AP-fonden | 33,977 | $2.12M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 34,135 | $2.13M | 0.00% | +17,450+104.6% | Added |
| Voya Investment Management LLC | 34,264 | $2.14M | 0.00% | −2,030−5.6% | Reduced |
| British Columbia Investment Management Corp | 34,442 | $2.15M | 0.01% | −7,402−17.7% | Reduced |
| Investmark Advisory Group LLC | 34,546 | $2.16M | 1.01% | −268−0.8% | Reduced |
| JustInvest LLC | 34,723 | $2.17M | 0.02% | +3,178+10.1% | Added |
| Horizon Kinetics Asset Management LLC | 34,750 | $2.17M | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 35,127 | $2.19M | 0.19% | −2,234−6.0% | Reduced |
| Sanctuary Advisors, LLC | 35,378 | $2.21M | 0.01% | −124−0.3% | Reduced |
| Utah Retirement Systems | 35,703 | $2.23M | 0.02% | −173−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 35,764 | $2.23M | 0.05% | +1,306+3.8% | Added |
| Arkadios Wealth Advisors | 35,945 | $2.24M | 0.07% | +504+1.4% | Added |
| Graham Capital Wealth Management, LLC | 36,464 | $2.27M | 2.53% | −540−1.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 37,300 | $2.33M | 0.06% | −9,173−19.7% | Reduced |
| Meixler Investment Management, Ltd. | 37,506 | $2.34M | 1.61% | +3,765+11.2% | Added |
| DnB Asset Management AS | 37,533 | $2.34M | 0.01% | −5,556−12.9% | Reduced |
| Pathway Financial Advisers, LLC | 37,573 | $2.34M | 0.76% | +669+1.8% | Added |
| Xponance, Inc. | 37,794 | $2.36M | 0.02% | +296+0.8% | Added |
| SFMG, LLC | 38,248 | $2.39M | 0.18% | −270−0.7% | Reduced |
| New Insight Wealth Advisors | 38,295 | $2.39M | 0.98% | −1,455−3.7% | Reduced |
| Neuberger Berman Group LLC | 38,702 | $2.41M | 0.00% | +11,612+42.9% | Added |
| Ostrum Asset Management | 38,730 | $2.42M | 0.11% | +414+1.1% | Added |
| Metis Global Partners, LLC | 38,932 | $2.43M | 0.06% | +7,312+23.1% | Added |
| Dark Forest Capital Management LP | 39,102 | $2.44M | 0.10% | +11,082+39.6% | Added |
| Natixis Advisors, L.P. | 39,112 | $2.44M | 0.00% | +6,411+19.6% | Added |