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 |
|---|---|---|---|---|---|
| Blair William & Co | 19,752 | $1.23M | 0.00% | +30+0.2% | Added |
| Avanza Fonder AB | 19,199 | $1.20M | 0.04% | +19,199 | New |
| Hancock Whitney Corp | 19,072 | $1.19M | 0.02% | +19,072 | New |
| Schonfeld Strategic Advisors LLC | 18,545 | $1.16M | 0.01% | +18,545 | New |
| J.W. Cole Advisors, Inc. | 18,532 | $1.16M | 0.02% | +500+2.8% | Added |
| Intech Investment Management LLC | 18,439 | $1.15M | 0.01% | −4,935−21.1% | Reduced |
| Ossiam | 18,353 | $1.14M | 0.01% | +2,348+14.7% | Added |
| Arete Wealth Advisors, LLC | 18,336 | $1.14M | 0.08% | +354+2.0% | Added |
| Demars Financial Group, LLC | 18,028 | $1.12M | 0.43% | −1,042,788−98.3% | Reduced |
| HORAN Wealth, LLC | 17,949 | $1.12M | 0.34% | +17,949 | New |
| Colonial Trust Advisors | 17,949 | $1.12M | 0.09% | −1,944−9.8% | Reduced |
| CWM, LLC | 17,901 | $1.12M | 0.00% | −929−4.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $1.11M | 0.00% | +6,600+58.6% | Added |
| Naviter Wealth, LLC | 17,536 | $1.11M | 0.14% | +1,543+9.6% | Added |
| Ethic Inc. | 17,292 | $1.09M | 0.02% | +9,993+136.9% | Added |
| Quest Partners LLC | 17,357 | $1.08M | 0.11% | −4,327−20.0% | Reduced |
| Entropy Technologies, LP | 17,186 | $1.07M | 0.09% | −18,444−51.8% | Reduced |
| Harbor Investment Advisory, LLC | 17,142 | $1.07M | 0.10% | −141−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 16,891 | $1.05M | 0.02% | +38+0.2% | Added |
| Securian Asset Management, Inc | 16,676 | $1.04M | 0.03% | +132+0.8% | Added |
| Carnegie Lake Advisors LLC | 16,525 | $1.03M | 0.41% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,463 | $1.03M | 0.01% | +1,373+9.1% | Added |
| Royal Fund Management, LLC | 16,304 | $1.02M | 0.11% | +1,794+12.4% | Added |
| Nordea Investment Management AB | 16,476 | $1.01M | 0.00% | +76+0.5% | Added |
| FineMark National Bank & Trust | 16,196 | $1.01M | 0.03% | +16,196 | New |
| Integrated Wealth Concepts LLC | 15,758 | $983.0K | 0.01% | −862−5.2% | Reduced |
| Atria Wealth Solutions, Inc. | 15,381 | $970.8K | 0.02% | −88,779−85.2% | Reduced |
| Crossmark Global Holdings, Inc. | 15,321 | $955.7K | 0.02% | +265+1.8% | Added |
| Wealthstar Advisors, LLC | 15,290 | $953.8K | 0.36% | −11−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 15,285 | $953.5K | 0.00% | +4,820+46.1% | Added |
| Elo Mutual Pension Insurance Co | 15,277 | $953.0K | 0.02% | −1,639−9.7% | Reduced |
| LRI Investments, LLC | 14,918 | $930.6K | 0.08% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 14,427 | $900.0K | 0.01% | +2,380+19.8% | Added |
| Samalin Investment Counsel, LLC | 14,371 | $896.5K | 0.34% | −168−1.2% | Reduced |
| Atria Investments LLC | 14,340 | $894.5K | 0.01% | +2,597+22.1% | Added |
| Bahl & Gaynor Inc | 14,182 | $884.7K | 0.00% | −1,267−8.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,163 | $883.5K | 0.02% | −4,133−22.6% | Reduced |
| Lazard Asset Management LLC | 14,068 | $877.0K | 0.00% | +309+2.2% | Added |
| Independent Financial Group, LLC | 14,023 | $874.8K | 0.02% | +4,707+50.5% | Added |
| Texas Yale Capital Corp. | 14,021 | $874.6K | 0.03% | +50.0% | Added |
| Stephens Inc | 13,904 | $867.3K | 0.01% | −655−4.5% | Reduced |
| Kentucky Retirement Systems | 13,882 | $866.0K | 0.03% | −909−6.1% | Reduced |
| Quadrant Capital Group LLC | 13,753 | $857.9K | 0.03% | +6,698+94.9% | Added |
| Vista Investment Management | 13,703 | $854.8K | 0.32% | −83−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,631 | $850.3K | 0.00% | +10,717+367.8% | Added |
| Stratos Wealth Partners, LTD. | 13,441 | $838.5K | 0.01% | +1,938+16.8% | Added |
| Howe & Rusling Inc | 13,218 | $824.5K | 0.06% | −36−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,063 | $814.9K | 0.00% | +976+8.1% | Added |
| Kestra Investment Management, LLC | 12,920 | $811.8K | 0.01% | +4,921+61.5% | Added |
| RB Capital Management, LLC | 12,947 | $807.7K | 0.18% | −140−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 12,899 | $804.6K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 12,869 | $802.8K | 0.26% | +150+1.2% | Added |
| Vident Advisory, LLC | 12,838 | $800.9K | 0.01% | −3,518−21.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,693 | $791.8K | 0.00% | +146+1.2% | Added |
| Buckingham Strategic Partners | 12,681 | $791.1K | 0.01% | +2,612+25.9% | Added |
| Founders Financial Alliance, LLC | 12,468 | $777.8K | 0.18% | −109−0.9% | Reduced |
| RMB Capital Management, LLC | 12,227 | $773.7K | 0.01% | +12,227 | New |
| Perigon Wealth Management, LLC | 12,134 | $756.9K | 0.02% | −929−7.1% | Reduced |
| Financial Gravity Companies, Inc. | 12,120 | $756.0K | 0.15% | +12,120 | New |
| Advisory Services Network, LLC | 11,745 | $753.6K | 0.01% | +765+7.0% | Added |
| Cooper Financial Group | 12,005 | $748.8K | 0.09% | +181+1.5% | Added |
| Assetmark, Inc | 11,966 | $746.4K | 0.00% | +1,175+10.9% | Added |
| Wealthspire Advisors, LLC | 11,953 | $745.6K | 0.00% | −114−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 11,651 | $726.8K | 0.04% | −3,671−24.0% | Reduced |
| WealthPlan Investment Management, LLC | 11,558 | $721.0K | 0.05% | +2,180+23.2% | Added |
| PFG Investments, LLC | 11,539 | $719.8K | 0.04% | −4,387−27.5% | Reduced |
| Toroso Investments, LLC | 11,478 | $716.0K | 0.00% | +11,478 | New |
| Cornercap Investment Counsel Inc | 11,473 | $715.7K | 0.37% | −264−2.2% | Reduced |
| Invst, LLC | 11,300 | $704.9K | 0.09% | −333−2.9% | Reduced |
| Liberty One Investment Management, LLC | 11,259 | $702.3K | 0.07% | −766−6.4% | Reduced |
| Client 1st Advisory Group, LLC | 11,208 | $699.2K | 0.25% | −480−4.1% | Reduced |
| C2C Wealth Management, LLC | 11,163 | $696.3K | 0.63% | +50+0.4% | Added |
| Liberty Square Wealth Partners LLC | 11,131 | $694.4K | 0.24% | +122+1.1% | Added |
| Legacy Capital Wealth Partners, LLC | 11,107 | $692.9K | 0.16% | −220−1.9% | Reduced |
| BLB&B Advisors, LLC | 11,046 | $689.1K | 0.03% | +10.0% | Added |
| HB Wealth Management, LLC | 11,028 | $687.9K | 0.01% | −6,749−38.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,960 | $684.0K | 0.01% | −1,140−9.4% | Reduced |
| CIBC Asset Management Inc | 10,839 | $676.1K | 0.00% | +1,584+17.1% | Added |
| Shell Asset Management Co | 10,832 | $676.0K | 0.02% | +5,936+121.2% | Added |
| Diligent Investors, LLC | 10,793 | $673.3K | 0.16% | −253−2.3% | Reduced |
| Inceptionr LLC | 10,745 | $670.3K | 0.16% | −7,562−41.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 10,589 | $660.5K | 0.10% | +518+5.1% | Added |
| SRS Capital Advisors, Inc. | 10,521 | $656.3K | 0.03% | +93+0.9% | Added |
| Norinchukin Bank, The | 10,519 | $656.2K | 0.01% | +318+3.1% | Added |
| Nebula Research & Development LLC | 10,515 | $655.9K | 0.06% | −821−7.2% | Reduced |
| Cullen Capital Management LLC | 10,467 | $652.9K | 0.01% | +4,739+82.7% | Added |
| NEOS Investment Management LLC | 10,435 | $650.9K | 0.01% | +5,714+121.0% | Added |
| Applied Capital LLC | 10,428 | $650.5K | 0.48% | +893+9.4% | Added |
| Gulf International Bank (UK) Ltd | 10,390 | $648.0K | 0.02% | −2,495−19.4% | Reduced |
| AE Wealth Management LLC | 10,349 | $645.5K | 0.00% | +1,406+15.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $642.5K | 0.14% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,285 | $641.5K | 0.02% | −16−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,214 | $637.2K | 0.00% | −812−7.4% | Reduced |
| Dudley Capital Management, LLC | 10,175 | $634.7K | 0.32% | +125+1.2% | Added |
| Global Retirement Partners, LLC | 10,165 | $634.1K | 0.02% | +10,165 | New |
| Accel Wealth Management | 10,160 | $633.8K | 0.21% | −184−1.8% | Reduced |
| Aurora Private Wealth, Inc. | 10,149 | $633.0K | 0.47% | −1,328−11.6% | Reduced |
| Maryland State Retirement & Pension System | 10,127 | $631.7K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,080 | $628.8K | 0.00% | +581+6.1% | Added |
| Warren Averett Asset Management, LLC | 9,959 | $621.2K | 0.01% | +59+0.6% | Added |