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 |
|---|---|---|---|---|---|
| National Pension Service | 3,576 | $223.1K | 0.00% | +2,764+340.4% | Added |
| Capital Investment Advisors, LLC | 3,560 | $222.1K | 0.00% | +83+2.4% | Added |
| Kingsview Wealth Management, LLC | 3,539 | $220.8K | 0.00% | +44+1.3% | Added |
| Venture Visionary Partners LLC | 3,520 | $219.6K | 0.01% | −174−4.7% | Reduced |
| King Wealth | 3,495 | $218.0K | 0.03% | 00.0% | Unchanged |
| FJ Capital Management LLC | 3,476 | $216.8K | 0.02% | +3,476 | New |
| OneAscent Financial Services LLC | 3,423 | $216.0K | 0.02% | +3,423 | New |
| LVW Advisors, LLC | 3,406 | $212.5K | 0.02% | 00.0% | Unchanged |
| Private Advisory Group LLC | 3,400 | $212.1K | 0.02% | −1,919−36.1% | Reduced |
| Detalus Advisors, LLC | 3,400 | $212.1K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,399 | $212.0K | 0.15% | −26−0.8% | Reduced |
| Catalytic Wealth RIA, LLC | 3,383 | $211.0K | 0.02% | +3,383 | New |
| Perbak Capital Partners LLP | 3,370 | $210.2K | 0.05% | +3,370 | New |
| Focused Wealth Management, Inc | 3,366 | $210.0K | 0.03% | +32+1.0% | Added |
| National Asset Management, Inc. | 3,355 | $209.3K | 0.01% | −2,611−43.8% | Reduced |
| SWP Financial LLC | 3,352 | $209.1K | 0.11% | −116−3.3% | Reduced |
| Sage Rhino Capital LLC | 3,342 | $208.5K | 0.04% | +3,342 | New |
| Aptus Capital Advisors, LLC | 3,328 | $207.9K | 0.00% | +3,328 | New |
| Bourgeon Capital Management LLC | 3,300 | $205.9K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 3,291 | $205.3K | 0.01% | −131,172−97.6% | Reduced |
| GAMMA Investing LLC | 3,287 | $205.0K | 0.01% | +717+27.9% | Added |
| Summit Wealth Group LLC | 3,219 | $203.7K | 0.05% | +3,219 | New |
| Avantax Planning Partners, Inc. | 3,260 | $203.4K | 0.01% | −947−22.5% | Reduced |
| Motco | 3,139 | $201.4K | 0.02% | +187+6.3% | Added |
| Umb Bank N A | 3,211 | $200.3K | 0.00% | +228+7.6% | Added |
| Farringdon Capital, Ltd. | 3,210 | $200.2K | 0.07% | +3,210 | New |
| Raleigh Capital Management Inc. | 3,187 | $198.8K | 0.08% | −183−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,110 | $194.0K | 0.01% | +726+30.5% | Added |
| American National Bank | 3,100 | $193.4K | 0.02% | +3,100 | New |
| CIBC Private Wealth Group, LLC | 3,034 | $189.3K | 0.00% | +38+1.3% | Added |
| Spire Wealth Management | 2,997 | $187.0K | 0.01% | −55−1.8% | Reduced |
| HM Payson & Co | 2,990 | $186.5K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,982 | $186.0K | 0.07% | −76−2.5% | Reduced |
| BFSG, LLC | 2,803 | $174.9K | 0.02% | +65+2.4% | Added |
| Harbour Investments, Inc. | 2,768 | $172.7K | 0.00% | −194−6.5% | Reduced |
| Trust Co of Vermont | 2,691 | $167.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,612 | $162.9K | 0.01% | −18,815−87.8% | Reduced |
| St Germain D J Co Inc | 2,600 | $162.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,499 | $155.9K | 0.02% | +4+0.2% | Added |
| Larson Financial Group LLC | 2,473 | $154.3K | 0.01% | −1,680−40.5% | Reduced |
| Atlantic Union Bankshares Corp | 2,470 | $154.1K | 0.00% | +2,470 | New |
| Skopos Labs, Inc. | 2,441 | $152.3K | 0.02% | +1,794+277.3% | Added |
| AllSquare Wealth Management LLC | 2,440 | $152.2K | 0.09% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,432 | $151.7K | 0.01% | +2,432 | New |
| SOA Wealth Advisors, LLC. | 2,416 | $150.7K | 0.03% | +37+1.6% | Added |
| Advisors Asset Management, Inc. | 2,176 | $135.7K | 0.00% | +106+5.1% | Added |
| Concord Wealth Partners | 2,055 | $128.2K | 0.02% | +266+14.9% | Added |
| Central Trust Co | 2,047 | $127.7K | 0.00% | +527+34.7% | Added |
| Westend Capital Management, LLC | 2,000 | $124.8K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,965 | $122.6K | 0.01% | +23+1.2% | Added |
| Cary Street Partners Financial LLC | 1,843 | $114.9K | 0.00% | +1,843 | New |
| CoreCap Advisors, LLC | 1,825 | $113.8K | 0.00% | +380+26.3% | Added |
| Catalyst Capital Advisors LLC | 1,813 | $113.1K | 0.00% | +233+14.7% | Added |
| Hanson & Doremus Investment Management | 1,810 | $113.0K | 0.02% | +460+34.1% | Added |
| Vision Financial Markets LLC | 1,800 | $112.3K | 0.11% | +1,800 | New |
| Rise Advisors, LLC | 1,715 | $107.0K | 0.04% | +17+1.0% | Added |
| IFP Advisors, Inc | 1,511 | $104.7K | 0.00% | +1+0.1% | Added |
| Fairscale Capital, LLC | 1,600 | $102.7K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,636 | $102.1K | 0.01% | +14+0.9% | Added |
| Asset Planning,Inc | 1,540 | $96.1K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 1,507 | $95.1K | 0.02% | +20+1.3% | Added |
| Avondale Wealth Management | 1,500 | $93.6K | 0.05% | +1,500 | New |
| Pillar Financial Advisors, LLC | 1,489 | $92.9K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,470 | $91.7K | 0.00% | +370+33.6% | Added |
| Bruce G. Allen Investments, LLC | 1,435 | $89.5K | 0.07% | −2−0.1% | Reduced |
| South State Corp. | 1,431 | $89.3K | 0.00% | −8−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,405 | $87.6K | 0.04% | +1,405 | New |
| National Bank of Canada | 1,381 | $86.1K | 0.00% | +403+41.2% | Added |
| Brown Brothers Harriman & Co | 1,334 | $83.2K | 0.00% | −1,637−55.1% | Reduced |
| Winch Advisory Services, LLC | 1,307 | $81.5K | 0.02% | +19+1.5% | Added |
| Bangor Savings Bank | 1,305 | $81.4K | 0.01% | +455+53.5% | Added |
| FSA Wealth Management LLC | 1,298 | $81.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,249 | $77.9K | 0.01% | −199−13.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,217 | $75.9K | 0.01% | −100−7.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $73.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,136 | $70.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,135 | $70.8K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,113 | $69.5K | 0.02% | +16+1.5% | Added |
| Hurley Capital, LLC | 1,067 | $66.5K | 0.05% | +16+1.5% | Added |
| Roxbury Financial LLC | 1,031 | $64.3K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,034 | $64.0K | 0.00% | +193+22.9% | Added |
| Kiker Wealth Management, LLC | 1,021 | $63.7K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 998 | $62.2K | 0.00% | +82+9.0% | Added |
| Key Financial Inc | 991 | $61.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 964 | $60.0K | 0.00% | +7+0.7% | Added |
| Central Pacific Bank - Trust Division | 961 | $59.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 951 | $59.3K | 0.00% | −400−29.6% | Reduced |
| Eastern Bank | 919 | $57.3K | 0.00% | −46−4.8% | Reduced |
| Ronald Blue Trust, Inc. | 919 | $57.3K | 0.00% | +237+34.8% | Added |
| MCF Advisors LLC | 891 | $56.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 887 | $55.3K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $54.9K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 877 | $54.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 870 | $54.3K | 0.00% | +870 | New |
| Bare Financial Services, Inc | 865 | $54.0K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 800 | $49.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 766 | $48.5K | 0.00% | −716−48.3% | Reduced |
| Ancora Advisors, LLC | 750 | $46.8K | 0.00% | +4+0.5% | Added |
| Olistico Wealth, LLC | 735 | $45.8K | 0.03% | +735 | New |
| Tortoise Investment Management, LLC | 708 | $44.2K | 0.00% | +11+1.6% | Added |