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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 48,147 | $3.00M | 0.80% | +153+0.3% | Added |
| CI Private Wealth, LLC | 46,828 | $2.92M | 0.00% | −3,422−6.8% | Reduced |
| HighTower Advisors, LLC | 46,829 | $2.92M | 0.00% | −1,056−2.2% | Reduced |
| New Age Alpha Advisors, LLC | 46,383 | $2.89M | 0.13% | −29,965−39.2% | Reduced |
| Pensionfund DSM Netherlands | 46,300 | $2.89M | 1.95% | 00.0% | Unchanged |
| Pensionfund Sabic | 45,804 | $2.86M | 0.81% | +2,000+4.6% | Added |
| Private Advisor Group, LLC | 45,672 | $2.85M | 0.02% | −658−1.4% | Reduced |
| Freedom Financial Partners LLC | 45,627 | $2.85M | 1.20% | +128+0.3% | Added |
| Capital Square, LLC | 45,240 | $2.84M | 1.52% | −1,125−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 44,819 | $2.80M | 0.05% | +345+0.8% | Added |
| Bank of Montreal | 44,696 | $2.79M | 0.00% | +8,754+24.4% | Added |
| Hantz Financial Services, Inc. | 44,686 | $2.79M | 0.05% | −1,026−2.2% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.71M | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 42,516 | $2.65M | 0.08% | −544−1.3% | Reduced |
| TD Asset Management Inc | 42,093 | $2.63M | 0.00% | −324−0.8% | Reduced |
| Stifel Financial Corp | 40,865 | $2.55M | 0.00% | +2,430+6.3% | Added |
| HighPoint Advisor Group LLC | 39,978 | $2.49M | 0.13% | −4,762−10.6% | Reduced |
| Nisa Investment Advisors, LLC | 39,046 | $2.48M | 0.01% | −9,933−20.3% | Reduced |
| Toronto Dominion Bank | 39,714 | $2.48M | 0.01% | +6,883+21.0% | Added |
| Signet Financial Management, LLC | 39,493 | $2.46M | 0.31% | −70−0.2% | Reduced |
| Natixis Advisors, L.P. | 39,112 | $2.44M | 0.00% | +6,411+19.6% | Added |
| Dark Forest Capital Management LP | 39,102 | $2.44M | 0.10% | +11,082+39.6% | Added |
| Metis Global Partners, LLC | 38,932 | $2.43M | 0.06% | +7,312+23.1% | Added |
| Ostrum Asset Management | 38,730 | $2.42M | 0.11% | +414+1.1% | Added |
| Neuberger Berman Group LLC | 38,702 | $2.41M | 0.00% | +11,612+42.9% | Added |
| New Insight Wealth Advisors | 38,295 | $2.39M | 0.98% | −1,455−3.7% | Reduced |
| SFMG, LLC | 38,248 | $2.39M | 0.18% | −270−0.7% | Reduced |
| Xponance, Inc. | 37,794 | $2.36M | 0.02% | +296+0.8% | Added |
| Pathway Financial Advisers, LLC | 37,573 | $2.34M | 0.76% | +669+1.8% | Added |
| DnB Asset Management AS | 37,533 | $2.34M | 0.01% | −5,556−12.9% | Reduced |
| Meixler Investment Management, Ltd. | 37,506 | $2.34M | 1.61% | +3,765+11.2% | Added |
| Susquehanna Fundamental Investments, LLC | 37,300 | $2.33M | 0.06% | −9,173−19.7% | Reduced |
| Graham Capital Wealth Management, LLC | 36,464 | $2.27M | 2.53% | −540−1.5% | Reduced |
| Arkadios Wealth Advisors | 35,945 | $2.24M | 0.07% | +504+1.4% | Added |
| Wealthcare Advisory Partners LLC | 35,764 | $2.23M | 0.05% | +1,306+3.8% | Added |
| Utah Retirement Systems | 35,703 | $2.23M | 0.02% | −173−0.5% | Reduced |
| Sanctuary Advisors, LLC | 35,378 | $2.21M | 0.01% | −124−0.3% | Reduced |
| XML Financial, LLC | 35,127 | $2.19M | 0.19% | −2,234−6.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 34,750 | $2.17M | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 34,723 | $2.17M | 0.02% | +3,178+10.1% | Added |
| Investmark Advisory Group LLC | 34,546 | $2.16M | 1.01% | −268−0.8% | Reduced |
| British Columbia Investment Management Corp | 34,442 | $2.15M | 0.01% | −7,402−17.7% | Reduced |
| Voya Investment Management LLC | 34,264 | $2.14M | 0.00% | −2,030−5.6% | Reduced |
| Janus Henderson Group PLC | 34,135 | $2.13M | 0.00% | +17,450+104.6% | Added |
| Tredje AP-fonden | 33,977 | $2.12M | 0.02% | 00.0% | Unchanged |
| Presima Inc. | 33,834 | $2.11M | 0.49% | +932+2.8% | Added |
| Weaver Consulting Group | 33,818 | $2.11M | 0.58% | −784−2.3% | Reduced |
| US Bancorp | 33,528 | $2.09M | 0.00% | +2,045+6.5% | Added |
| Teacher Retirement System of Texas | 33,255 | $2.07M | 0.01% | +1,261+3.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 32,654 | $2.04M | 0.02% | +1,347+4.3% | Added |
| Griffin Asset Management, Inc. | 32,236 | $2.01M | 0.24% | +178+0.6% | Added |
| Wellington Shields Capital Management, LLC | 31,777 | $1.98M | 0.34% | −2,750−8.0% | Reduced |
| Schroder Investment Management Group | 31,722 | $1.98M | 0.00% | −235,236−88.1% | Reduced |
| Cerity Partners LLC | 30,876 | $1.93M | 0.00% | −847−2.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 30,551 | $1.91M | 0.12% | +30,551 | New |
| Waldron Private Wealth LLC | 30,074 | $1.90M | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30,382 | $1.90M | 0.00% | +10,944+56.3% | Added |
| M&T Bank Corp | 30,368 | $1.89M | 0.01% | +2,389+8.5% | Added |
| Walleye Capital LLC | 29,403 | $1.83M | 0.02% | +3,960+15.6% | Added |
| Consolidated Portfolio Review Corp | 29,229 | $1.82M | 0.25% | +531+1.9% | Added |
| BridgePort Financial Solutions, LLC | 28,681 | $1.79M | 0.59% | +180+0.6% | Added |
| Gradient Capital Advisors, LLC | 28,552 | $1.78M | 0.53% | −709−2.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 28,448 | $1.78M | 0.01% | +6,411+29.1% | Added |
| Susquehanna International Group, LLP | 28,139 | $1.76M | 0.00% | +17,574+166.3% | Added |
| Diversify Advisory Services, LLC | 26,489 | $1.73M | 0.07% | +26,489 | New |
| SG Americas Securities, LLC | 27,368 | $1.71M | 0.01% | +13,465+96.8% | Added |
| Citadel Advisors LLC | 27,156 | $1.69M | 0.00% | −41,418−60.4% | Reduced |
| 1832 Asset Management L.P. | 26,999 | $1.68M | 0.00% | +8,112+43.0% | Added |
| Flputnam Investment Management Co | 26,785 | $1.67M | 0.03% | +26,785 | New |
| KBC Group NV | 26,730 | $1.67M | 0.00% | −22,632−45.8% | Reduced |
| Excalibur Management Corp | 26,571 | $1.66M | 0.62% | −980−3.6% | Reduced |
| Hilltop Partners LLC | 26,247 | $1.64M | 0.50% | −384−1.4% | Reduced |
| Cozad Asset Management Inc | 25,741 | $1.61M | 0.14% | +43+0.2% | Added |
| OP Asset Management Ltd | 25,737 | $1.61M | 0.02% | +1,813+7.6% | Added |
| CWM Advisors, LLC | 25,405 | $1.58M | 0.17% | +923+3.8% | Added |
| Fiduciary Alliance LLC | 24,937 | $1.56M | 0.12% | −285−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 24,170 | $1.51M | 0.00% | −1,839−7.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 23,879 | $1.49M | 0.20% | −2,421−9.2% | Reduced |
| Belpointe Asset Management LLC | 23,768 | $1.48M | 0.06% | +547+2.4% | Added |
| Federated Hermes, Inc. | 23,709 | $1.48M | 0.00% | −2,643−10.0% | Reduced |
| Mutual Advisors, LLC | 22,778 | $1.47M | 0.04% | +795+3.6% | Added |
| Natixis | 23,514 | $1.47M | 0.01% | +22,636+2,578.1% | Added |
| Kestra Private Wealth Services, LLC | 23,279 | $1.45M | 0.02% | −755−3.1% | Reduced |
| New York Life Investment Management LLC | 23,233 | $1.45M | 0.01% | −496−2.1% | Reduced |
| Guggenheim Capital LLC | 23,092 | $1.44M | 0.01% | +275+1.2% | Added |
| Pathstone Holdings, LLC | 22,847 | $1.43M | 0.01% | +2,543+12.5% | Added |
| Mackenzie Financial Corp | 22,822 | $1.42M | 0.00% | +2,035+9.8% | Added |
| TFG Advisers LLC | 22,523 | $1.40M | 0.48% | +261+1.2% | Added |
| Frank, Rimerman Advisors LLC | 22,431 | $1.40M | 0.09% | +3,122+16.2% | Added |
| Penserra Capital Management LLC | 22,070 | $1.38M | 0.02% | −3,501−13.7% | Reduced |
| Jeppson Wealth Management, LLC | 22,040 | $1.37M | 0.48% | +327+1.5% | Added |
| Associated Banc-Corp | 22,007 | $1.37M | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 21,869 | $1.36M | 0.03% | −211−1.0% | Reduced |
| Cornerstone Wealth Management, LLC | 21,805 | $1.36M | 0.08% | −316−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,697 | $1.35M | 0.01% | +10,781+98.8% | Added |
| Summit Financial, LLC | 20,977 | $1.33M | 0.03% | +1,683+8.7% | Added |
| Clarion Wealth Managment Partners, LLC | 21,084 | $1.32M | 1.44% | +21,084 | New |
| Moors & Cabot, Inc. | 21,065 | $1.31M | 0.06% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20,200 | $1.27M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,336 | $1.27M | 0.00% | 00.0% | Unchanged |