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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 696 | $44.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 694 | $43.3K | 0.01% | +694 | New |
| Millstone Evans Group, LLC | 672 | $41.9K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 662 | $41.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 660 | $41.2K | 0.01% | +238+56.4% | Added |
| Versant Capital Management, Inc | 658 | $41.0K | 0.01% | +55+9.1% | Added |
| Wolff Wiese Magana LLC | 644 | $40.2K | 0.02% | −281−30.4% | Reduced |
| Cheviot Value Management, LLC | 608 | $40.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 642 | $40.0K | 0.01% | +642 | New |
| Massmutual Trust Co FSB | 632 | $39.4K | 0.00% | −19−2.9% | Reduced |
| McIlrath & Eck, LLC | 614 | $38.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 600 | $37.4K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $37.0K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $36.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 547 | $34.4K | 0.00% | −355−39.4% | Reduced |
| Strengthening Families & Communities, LLC | 549 | $34.3K | 0.02% | +8+1.5% | Added |
| City State Bank | 518 | $32.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 477 | $29.8K | 0.00% | +477 | New |
| Creekmur Asset Management LLC | 473 | $29.5K | 0.01% | +126+36.3% | Added |
| Richardson Financial Services Inc. | 463 | $28.9K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 455 | $28.4K | 0.01% | +455 | New |
| Covestor Ltd | 406 | $26.0K | 0.02% | −18−4.2% | Reduced |
| First United Bank Trust | 415 | $25.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 407 | $25.4K | 0.01% | −5,840−93.5% | Reduced |
| Heritage Wealth Advisors | 402 | $25.1K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 386 | $24.1K | 0.00% | +5+1.3% | Added |
| True Wealth Design, LLC | 379 | $23.6K | 0.01% | +7+1.9% | Added |
| Ameriflex Group, Inc. | 375 | $23.6K | 0.01% | −1,504−80.0% | Reduced |
| Montag A & Associates Inc | 370 | $23.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 373 | $23.3K | 0.00% | +322+631.4% | Added |
| Fortitude Family Office, LLC | 364 | $22.7K | 0.01% | +261+253.4% | Added |
| Thompson Investment Management, Inc. | 349 | $21.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 348 | $21.7K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 348 | $21.7K | 0.00% | +348 | New |
| Robbins Farley LLC | 345 | $21.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 334 | $20.8K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 305 | $19.0K | 0.00% | +305 | New |
| Caldwell Trust Co | 300 | $18.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 297 | $18.5K | 0.00% | +48+19.3% | Added |
| Ritter Daniher Financial Advisory LLC | 293 | $18.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 292 | $18.2K | 0.00% | +36+14.1% | Added |
| GHP Investment Advisors, Inc. | 285 | $17.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 246 | $15.4K | 0.00% | +1+0.4% | Added |
| Salomon & Ludwin, LLC | 241 | $15.2K | 0.00% | +95+65.1% | Added |
| Ameliora Wealth Management Ltd. | 230 | $14.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $14.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 224 | $14.0K | 0.00% | +224 | New |
| GoalVest Advisory LLC | 222 | $13.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 219 | $13.8K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 220 | $13.7K | 0.01% | −378−63.2% | Reduced |
| Meeder Asset Management Inc | 205 | $12.8K | 0.00% | +121+144.0% | Added |
| Atlas Capital Advisors LLC | 201 | $12.5K | 0.00% | −694−77.5% | Reduced |
| Smithfield Trust Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 180 | $11.2K | 0.00% | +35+24.1% | Added |
| Hoese & Co LLP | 160 | $9.98K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $9.68K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $9.36K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 144 | $8.98K | 0.00% | +144 | New |
| Retirement Wealth Solutions LLC | 141 | $8.81K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 134 | $8.36K | 0.00% | −5−3.6% | Reduced |
| Beacon Capital Management, LLC | 133 | $8.30K | 0.00% | +2+1.5% | Added |
| Cornerstone Planning Group LLC | 125 | $8.26K | 0.00% | −167−57.2% | Reduced |
| Private Wealth Management Group, LLC | 130 | $8.11K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 124 | $7.74K | 0.00% | +124 | New |
| Transce3nd, LLC | 122 | $7.59K | 0.00% | +31+34.1% | Added |
| First Community Trust NA | 120 | $7.49K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 115 | $7.17K | 0.01% | −16−12.2% | Reduced |
| Bell Investment Advisors, Inc | 115 | $7.17K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 114 | $7.08K | 0.00% | +43+60.6% | Added |
| Westside Investment Management, Inc. | 112 | $7.05K | 0.00% | +112 | New |
| Briaud Financial Planning, Inc | 113 | $7.00K | 0.00% | +113 | New |
| Park Square Financial Group, LLC | 110 | $6.86K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 109 | $6.80K | 0.00% | −7−6.0% | Reduced |
| Rosenberg Matthew Hamilton | 108 | $6.74K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $6.49K | 0.00% | −441−80.9% | Reduced |
| Bogart Wealth, LLC | 100 | $6.24K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $6.24K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 87 | $5.70K | 0.00% | +87 | New |
| Signature Resources Capital Management, LLC | 91 | $5.68K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 90 | $5.61K | 0.00% | −2−2.2% | Reduced |
| Wealth Preservation Advisors, LLC | 87 | $5.43K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 85 | $5.30K | 0.00% | +85 | New |
| Birchbrook, Inc. | 80 | $4.99K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 80 | $4.99K | 0.00% | +1+1.3% | Added |
| Bokf, NA | 68 | $4.24K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $3.87K | 0.00% | +11+21.6% | Added |
| Salem Investment Counselors Inc | 50 | $3.16K | 0.00% | +50 | New |
| Insight Financial Services | 48 | $2.99K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 45 | $2.81K | 0.00% | +45 | New |
| Caitong International Asset Management Co., Ltd | 40 | $2.50K | 0.00% | +40 | New |
| Cromwell Holdings LLC | 36 | $2.27K | 0.00% | +24+200.0% | Added |
| Highline Wealth Partners LLC | 36 | $2.25K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | −8−20.5% | Reduced |
| Red Tortoise LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 31 | $1.93K | 0.00% | +31 | New |
| Family Legacy Financial Solutions, LLC | 26 | $1.62K | 0.00% | +26 | New |
| Horizon Investments, LLC | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $1.37K | 0.00% | +1+4.8% | Added |