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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 5,480 | $341.8K | 0.02% | +19+0.3% | Added |
| Savant Capital, LLC | 5,469 | $341.2K | 0.00% | −284−4.9% | Reduced |
| DF Dent & Co Inc | 5,464 | $340.8K | 0.00% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,494 | $339.7K | 0.19% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,363 | $334.6K | 0.03% | −56−1.0% | Reduced |
| Investment Management Corp of Ontario | 5,329 | $332.4K | 0.00% | −900−14.4% | Reduced |
| Creative Financial Designs Inc | 5,323 | $332.0K | 0.02% | +35+0.7% | Added |
| Dynamic Advisor Solutions LLC | 5,313 | $331.4K | 0.01% | −8,775−62.3% | Reduced |
| Carret Asset Management, LLC | 5,282 | $329.5K | 0.04% | 00.0% | Unchanged |
| Seeds Investor LLC | 5,259 | $328.0K | 0.08% | −526−9.1% | Reduced |
| NewEdge Wealth, LLC | 4,959 | $326.2K | 0.01% | −880−15.1% | Reduced |
| Flagship Private Wealth, LLC | 5,183 | $323.3K | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,142 | $320.8K | 0.00% | +74+1.5% | Added |
| Woodward Diversified Capital, LLC | 5,094 | $317.8K | 0.16% | +5,094 | New |
| Resources Investment Advisors, LLC. | 5,087 | $317.3K | 0.00% | −1,462−22.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,083 | $317.1K | 0.10% | +8+0.2% | Added |
| Family Legacy, Inc. | 5,008 | $312.4K | 0.10% | +78+1.6% | Added |
| Summit Wealth Group, LLC | 4,969 | $310.0K | 0.08% | +15+0.3% | Added |
| Apollon Financial, LLC | 4,964 | $309.7K | 0.06% | +54+1.1% | Added |
| GWN Securities Inc. | 4,920 | $308.6K | 0.06% | −1,956−28.4% | Reduced |
| KPP Advisory Services LLC | 4,906 | $306.0K | 0.05% | −50−1.0% | Reduced |
| Inspire Advisors, LLC | 4,802 | $299.6K | 0.03% | −637−11.7% | Reduced |
| Engineers Gate Manager LP | 4,800 | $299.4K | 0.00% | +4,800 | New |
| Accurate Wealth Management, LLC | 4,786 | $299.0K | 0.05% | +20+0.4% | Added |
| Claris Financial LLC | 4,736 | $295.4K | 0.22% | −522−9.9% | Reduced |
| Empower Advisory Group, LLC | 4,719 | $294.4K | 0.00% | −1,108−19.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 4,707 | $293.6K | 0.07% | 00.0% | Unchanged |
| Burney Co | 4,693 | $292.8K | 0.01% | −99−2.1% | Reduced |
| Widmann Financial Services, Inc. | 4,618 | $288.0K | 0.20% | −165−3.4% | Reduced |
| Prospera Financial Services Inc | 4,606 | $287.5K | 0.01% | +511+12.5% | Added |
| FIL Ltd | 4,584 | $285.9K | 0.00% | −14,294−75.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,573 | $285.3K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,536 | $283.0K | 0.00% | −4,972−52.3% | Reduced |
| Mystic Asset Management, Inc. | 4,510 | $281.3K | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,500 | $280.7K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 4,492 | $280.2K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,480 | $279.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 4,437 | $277.0K | 0.01% | −37−0.8% | Reduced |
| Sunbelt Securities, Inc. | 5,079 | $276.7K | 0.02% | −1,642−24.4% | Reduced |
| Bridgewater Associates, LP | 4,429 | $276.3K | 0.00% | +4,429 | New |
| Summit Trail Advisors, LLC | 4,308 | $275.2K | 0.00% | −953−18.1% | Reduced |
| Profund Advisors LLC | 4,408 | $275.0K | 0.01% | −329−6.9% | Reduced |
| SageView Advisory Group, LLC | 4,279 | $274.0K | 0.01% | −264−5.8% | Reduced |
| GeoWealth Management, LLC | 4,389 | $273.8K | 0.01% | +436+11.0% | Added |
| Signaturefd, LLC | 4,292 | $267.7K | 0.00% | −17−0.4% | Reduced |
| Strathmore Capital Advisors, Inc. | 4,327 | $267.4K | 0.12% | +4,327 | New |
| Main Street Financial Solutions, LLC | 4,281 | $267.0K | 0.02% | +116+2.8% | Added |
| Symphony Financial, Ltd. Co. | 4,282 | $266.7K | 0.03% | +4,282 | New |
| Barlow Wealth Partners, Inc. | 4,206 | $266.3K | 0.03% | −843−16.7% | Reduced |
| Coppell Advisory Solutions LLC | 4,227 | $265.8K | 0.03% | −99−2.3% | Reduced |
| Principal Securities, Inc. | 4,233 | $264.1K | 0.00% | −9,951−70.2% | Reduced |
| Bryn Mawr Trust Co | 4,213 | $262.8K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 4,212 | $262.7K | 0.11% | −19−0.4% | Reduced |
| Greenleaf Trust | 4,207 | $262.4K | 0.00% | +205+5.1% | Added |
| Daymark Wealth Partners, LLC | 4,203 | $262.2K | 0.01% | −353−7.7% | Reduced |
| Peachtree Investment Partners, LLC | 4,179 | $260.7K | 0.10% | +39+0.9% | Added |
| Keudell/Morrison Wealth Management | 4,128 | $257.5K | 0.06% | −332−7.4% | Reduced |
| D.B. Root & Company, LLC | 4,089 | $255.1K | 0.08% | +10.0% | Added |
| Tritonpoint Wealth, LLC | 3,992 | $252.6K | 0.02% | −161−3.9% | Reduced |
| Columbia Asset Management | 4,025 | $251.1K | 0.05% | −700−14.8% | Reduced |
| BancorpSouth Bank | 4,001 | $249.6K | 0.02% | +10.0% | Added |
| Sovereign Financial Group, Inc. | 3,992 | $249.0K | 0.05% | +12+0.3% | Added |
| Fifth Third Bancorp | 3,979 | $248.2K | 0.00% | −136−3.3% | Reduced |
| GW Henssler & Associates Ltd | 3,974 | $247.9K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,971 | $247.7K | 0.02% | +25+0.6% | Added |
| United Capital Financial Advisers, LLC | 3,920 | $244.5K | 0.00% | +40+1.0% | Added |
| Optimum Investment Advisors | 3,907 | $243.7K | 0.11% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,907 | $243.7K | 0.09% | +275+7.6% | Added |
| Private Trust Co NA | 3,900 | $243.3K | 0.02% | +575+17.3% | Added |
| Sound Income Strategies, LLC | 3,887 | $242.5K | 0.01% | −206−5.0% | Reduced |
| GF Fund Management Co. Ltd. | 3,862 | $240.9K | 0.00% | −283−6.8% | Reduced |
| Insight Wealth Partners, LLC | 3,856 | $240.5K | 0.13% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,848 | $240.0K | 0.02% | −12,805−76.9% | Reduced |
| HBK Sorce Advisory LLC | 3,843 | $239.7K | 0.01% | −7,136−65.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,833 | $239.1K | 0.05% | −6,167−61.7% | Reduced |
| Rafferty Asset Management, LLC | 3,822 | $238.4K | 0.00% | +70+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 3,810 | $237.7K | 0.02% | −98−2.5% | Reduced |
| Wealth Management Strategies, Inc. | 3,808 | $237.5K | 0.13% | −8−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 3,737 | $237.0K | 0.01% | +268+7.7% | Added |
| Insigneo Advisory Services, LLC | 3,794 | $236.7K | 0.02% | −59−1.5% | Reduced |
| High Net Worth Advisory Group LLC | 3,770 | $235.2K | 0.06% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,761 | $234.6K | 0.03% | +18+0.5% | Added |
| Clear Creek Financial Management, LLC | 3,747 | $233.7K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,720 | $232.1K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,715 | $231.8K | 0.00% | +3,715 | New |
| Keynote Financial Services LLC | 3,710 | $231.4K | 0.16% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,655 | $231.3K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,705 | $231.1K | 0.00% | −449−10.8% | Reduced |
| XTX Topco Ltd | 3,686 | $229.9K | 0.01% | +3,686 | New |
| Meeder Advisory Services, Inc. | 3,686 | $229.9K | 0.01% | +294+8.7% | Added |
| UMA Financial Services, Inc. | 3,676 | $229.3K | 0.04% | +17+0.5% | Added |
| Change Path, LLC | 3,669 | $228.9K | 0.01% | +143+4.1% | Added |
| Capital Planning Advisors, LLC | 3,647 | $227.5K | 0.03% | +2+0.1% | Added |
| Sawyer & Company, Inc | 3,170 | $226.7K | 0.08% | −2,715−46.1% | Reduced |
| Fiera Capital Corp | 3,627 | $226.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,602 | $225.0K | 0.00% | −1,049−22.6% | Reduced |
| LexAurum Advisors, LLC | 3,602 | $224.7K | 0.04% | 00.0% | Unchanged |
| 111 Capital | 3,598 | $224.4K | 0.04% | +3,598 | New |
| Fisher Asset Management, LLC | 3,596 | $224.4K | 0.00% | −901−20.0% | Reduced |
| iA Global Asset Management Inc. | 3,584 | $224.0K | 0.00% | +138+4.0% | Added |