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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 9,802 | $616.3K | 0.00% | +4,678+91.3% | Added |
| Gutierrez Wealth Advisory, LLC | 9,841 | $613.9K | 0.41% | +95+1.0% | Added |
| MAI Capital Management | 9,784 | $610.3K | 0.00% | +575+6.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $608.6K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,708 | $605.6K | 0.00% | +384+4.1% | Added |
| Pinnacle Financial Partners Inc | 9,691 | $604.5K | 0.01% | +21+0.2% | Added |
| First National Trust Co | 9,628 | $600.6K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,600 | $598.8K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,548 | $595.6K | 0.04% | −28,022−74.6% | Reduced |
| Atomi Financial Group, Inc. | 9,536 | $594.9K | 0.02% | +1,260+15.2% | Added |
| Old Port Advisors | 9,477 | $591.2K | 0.16% | −266−2.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,364 | $584.1K | 0.02% | +3,155+50.8% | Added |
| Modern Wealth Management, LLC | 9,272 | $578.4K | 0.01% | +105+1.1% | Added |
| Wellington Shields & Co., LLC | 9,230 | $575.8K | 0.16% | +1,000+12.2% | Added |
| Spirit of America Management Corp | 9,200 | $573.9K | 0.12% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 9,173 | $572.2K | 0.09% | +329+3.7% | Added |
| Congress Wealth Management LLC | 9,144 | $570.5K | 0.01% | +201+2.2% | Added |
| Roof Eidam & Maycock | 9,120 | $568.9K | 0.14% | +9,120 | New |
| IHT Wealth Management, LLC | 9,039 | $563.9K | 0.02% | −336−3.6% | Reduced |
| Versor Investments LP | 9,023 | $562.9K | 0.10% | +9,023 | New |
| Per Stirling Capital Management, LLC. | 8,976 | $559.9K | 0.07% | +1,684+23.1% | Added |
| Bradley Foster & Sargent Inc | 8,790 | $548.3K | 0.01% | +8,790 | New |
| NBC Securities, Inc. | 8,756 | $546.0K | 0.04% | +60+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,506 | $530.6K | 0.00% | +55+0.7% | Added |
| Capital Investment Advisory Services, LLC | 8,333 | $519.8K | 0.04% | +30.0% | Added |
| Park Avenue Securities LLC | 8,323 | $519.0K | 0.00% | +8,323 | New |
| Commerzbank Aktiengesellschaft | 8,280 | $517.0K | 0.01% | +1,273+18.2% | Added |
| Intrua Financial, LLC | 8,177 | $510.1K | 0.07% | −108−1.3% | Reduced |
| Hudson Portfolio Management LLC | 8,167 | $509.5K | 0.48% | 00.0% | Unchanged |
| Bank of Nova Scotia | 8,164 | $509.3K | 0.00% | +555+7.3% | Added |
| Armstrong, Fleming & Moore, Inc | 8,115 | $506.2K | 0.27% | +8,115 | New |
| Commerce Bank | 8,097 | $505.1K | 0.00% | −952−10.5% | Reduced |
| Focus Financial Network, Inc. | 7,934 | $494.9K | 0.02% | +198+2.6% | Added |
| Everstar Asset Management, LLC | 7,865 | $490.6K | 0.30% | +613+8.5% | Added |
| FLC Capital Advisors | 7,862 | $490.4K | 0.10% | +153+2.0% | Added |
| Shelton Capital Management | 7,840 | $489.1K | 0.01% | −124−1.6% | Reduced |
| Omers Administration Corp | 7,836 | $488.8K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,731 | $482.3K | 0.02% | +1,092+16.4% | Added |
| Axis Wealth Partners, LLC | 7,666 | $478.2K | 0.31% | +21+0.3% | Added |
| Simplex Trading, LLC | 7,650 | $477.0K | 0.01% | −936−10.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,639 | $476.5K | 0.02% | −2,575−25.2% | Reduced |
| Hilltop Holdings Inc. | 7,525 | $469.4K | 0.03% | +417+5.9% | Added |
| RFG Advisory, LLC | 7,522 | $469.3K | 0.01% | +92+1.2% | Added |
| Philadelphia Trust Co | 7,500 | $468.0K | 0.04% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 7,493 | $467.4K | 0.04% | −128−1.7% | Reduced |
| Merit Financial Group, LLC | 7,478 | $466.5K | 0.01% | +1,190+18.9% | Added |
| Ballentine Partners, LLC | 7,451 | $464.8K | 0.01% | +780+11.7% | Added |
| Teamwork Financial Advisors, LLC | 7,448 | $464.6K | 0.06% | −133−1.8% | Reduced |
| Round Rock Advisors, LLC | 7,360 | $459.1K | 0.08% | +2,618+55.2% | Added |
| Eldridge Investment Advisors, Inc. | 7,188 | $448.4K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 7,166 | $447.0K | 0.07% | −1,295−15.3% | Reduced |
| We Are One Seven, LLC | 7,165 | $447.0K | 0.01% | +927+14.9% | Added |
| Crestwood Advisors Group LLC | 7,165 | $447.0K | 0.01% | +288+4.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,122 | $444.3K | 0.24% | +53+0.7% | Added |
| Archer Investment Corp | 7,068 | $440.9K | 0.11% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 7,014 | $437.5K | 0.35% | +146+2.1% | Added |
| WealthPLAN Partners, LLC | 6,972 | $434.9K | 0.07% | −2,689−27.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,906 | $430.8K | 0.01% | −6,051−46.7% | Reduced |
| Pensionmark Financial Group, LLC | 6,903 | $430.6K | 0.01% | −6−0.1% | Reduced |
| RSM US Wealth Management LLC | 6,731 | $425.6K | 0.01% | +926+16.0% | Added |
| MKT Advisors LLC | 6,744 | $424.8K | 0.17% | −400−5.6% | Reduced |
| Peddock Capital Advisors, LLC | 6,706 | $418.3K | 0.10% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,666 | $415.8K | 0.03% | +1,012+17.9% | Added |
| Sigma Planning Corp | 6,625 | $413.3K | 0.01% | −171−2.5% | Reduced |
| Silver Oak Securities, Inc | 6,577 | $410.3K | 0.03% | +1,649+33.5% | Added |
| Kingswood Wealth Advisors, LLC | 6,538 | $407.9K | 0.03% | −1,597−19.6% | Reduced |
| D.A. Davidson & Co. | 6,522 | $406.9K | 0.00% | −2,929−31.0% | Reduced |
| Ignite Planners, LLC | 6,595 | $406.8K | 0.07% | +30+0.5% | Added |
| Avion Wealth | 6,418 | $400.0K | 0.09% | +5+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 6,401 | $399.3K | 0.18% | +178+2.9% | Added |
| Jacobi Capital Management LLC | 6,290 | $392.4K | 0.03% | +23+0.4% | Added |
| Rockport Wealth LLC | 6,271 | $391.2K | 0.09% | +6,271 | New |
| Wetherby Asset Management Inc | 6,192 | $386.3K | 0.02% | +6,192 | New |
| Glenmede Investment Management, LP | 6,149 | $383.6K | 0.00% | +6,149 | New |
| GWM Advisors LLC | 6,143 | $383.2K | 0.00% | −1,061−14.7% | Reduced |
| Ethos Financial Group, LLC | 6,138 | $382.9K | 0.03% | +245+4.2% | Added |
| Farther Finance Advisors, LLC | 6,117 | $381.6K | 0.01% | +653+12.0% | Added |
| Laraway Financial Inc | 6,056 | $377.8K | 0.29% | +67+1.1% | Added |
| Machina Capital S.A.S. | 6,013 | $375.1K | 0.08% | +2,047+51.6% | Added |
| Family Wealth Partners, LLC | 5,928 | $369.8K | 0.15% | +2,706+84.0% | Added |
| Herold Advisors, Inc. | 5,916 | $369.0K | 0.08% | +18+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,891 | $367.5K | 0.03% | −409−6.5% | Reduced |
| Tiaa Trust, National Association | 5,868 | $366.0K | 0.00% | +1,082+22.6% | Added |
| True North Advisors, LLC | 5,859 | $365.5K | 0.07% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,852 | $365.0K | 0.05% | +84+1.5% | Added |
| Equitable Holdings, Inc. | 5,807 | $362.2K | 0.00% | +1,848+46.7% | Added |
| Group One Trading, L.P. | 5,791 | $361.2K | 0.01% | +5,791 | New |
| Kovack Advisors, Inc. | 5,779 | $360.5K | 0.04% | +186+3.3% | Added |
| Evergreen Capital Management LLC | 5,692 | $360.2K | 0.01% | −1,366−19.4% | Reduced |
| Centaurus Financial, Inc. | 5,770 | $360.0K | 0.02% | −47−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,720 | $356.8K | 0.00% | −578−9.2% | Reduced |
| Allen Capital Group, LLC | 5,708 | $356.1K | 0.04% | +28+0.5% | Added |
| Regions Financial Corp | 5,700 | $355.6K | 0.00% | +1,170+25.8% | Added |
| Quadcap Wealth Management, LLC | 5,694 | $355.2K | 0.05% | +62+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,666 | $353.4K | 0.01% | +5,666 | New |
| Mission Creek Capital Partners, Inc. | 5,662 | $353.2K | 0.08% | +3+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $352.1K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,576 | $347.8K | 0.01% | −141−2.5% | Reduced |
| Brevan Howard Capital Management LP | 5,564 | $347.1K | 0.00% | +5,564 | New |
| Basepoint Wealth LLC | 5,554 | $346.5K | 0.27% | +84+1.5% | Added |