Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2023 vs. Q4 2022

How the institutions holding W. P. Carey Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of WPC: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders85519838+2
Shares136.2M134.1K138.9M+2.78M (+2.0%)
Value$10.6B$10.5M$10.6B+$43.4M (+0.4%)

19 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held W. P. Carey Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to WPC in Q1 2023
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.189,500$14.7M0.05%
Jump Financial, LLC73,754$5.71M0.23%
Squarepoint Ops LLC68,237$5.28M0.04%
Worldquant Millennium Advisors LLC48,884$3.79M0.07%
Wealth Enhancement Advisory Services, LLC45,751$3.54M0.04%
FORA Capital, LLC26,072$2.02M0.20%
Oversea-Chinese Banking CORP Ltd22,892$1.77M0.09%
Dynamic Advisor Solutions LLC19,145$1.48M0.09%
PEAK6 Investments LLC14,080$1.09M0.07%
Ostrum Asset Management13,862$1.07M0.09%
Cornerstone Wealth Management, LLC13,065$1.01M0.10%
Wolverine Trading, LLC10,543$813.0K0.02%
Virtu Financial LLC9,670$749.0K0.08%
Fox Run Management, L.L.C.8,854$685.7K0.22%
Dynamic Technology Lab Private Ltd8,669$671.0K0.06%
Bridgewater Associates, LP7,417$574.4K0.00%
Empower Advisory Group, LLC7,331$559.1K0.00%
Allen Capital Group, LLC6,998$542.0K0.10%
Nvest Financial, LLC6,936$537.2K0.56%
GPS Wealth Strategies Group, LLC6,872$532.3K0.11%
Tudor Investment Corp Et Al6,725$521.0K0.01%
Atomi Financial Group, Inc.6,158$477.0K0.27%
Matisse Capital6,063$469.6K0.30%
True North Advisors, LLC5,939$460.0K0.14%
Alberta Investment Management Corp5,700$441.5K0.00%
Jackson Wealth Management, LLC5,633$436.3K0.33%
Walleye Trading LLC5,478$424.3K0.02%
Y-Intercept (Hong Kong) Ltd5,416$419.5K0.05%
HBK Sorce Advisory LLC4,840$374.9K0.02%
PFG Investments, LLC4,833$374.4K0.08%
Evanson Asset Management, LLC3,867$299.5K0.03%
BFT Financial Group, LLC3,814$295.4K0.04%
Metis Global Partners, LLC3,685$285.4K0.02%
Level Four Advisory Services, LLC3,385$262.2K0.02%
Legacy Capital Wealth Partners, LLC3,350$259.5K0.07%
Oak Thistle LLC3,275$253.6K0.15%
BFSG, LLC3,036$235.0K0.04%
Machina Capital S.A.S.3,029$234.6K0.21%
Kapitalo Investimentos Ltda2,989$226.6K0.07%
BCJ Capital Management, LLC2,858$221.4K0.02%
Morris Retirement Advisors, LLC2,794$216.4K0.16%
Crossmark Global Holdings, Inc.2,787$216.0K0.01%
RSM US Wealth Management LLC2,599$201.3K0.01%
Certified Advisory Corp1,662$128.7K0.02%
Chilton Capital Management LLC939$72.7K0.00%
Ahrens Investment Partners LLC900$69.7K0.03%
Ridgewood Investments LLC750$58.1K0.04%
Buck Wealth Strategies, LLC677$52.4K0.03%
Paladin Advisory Group, LLC598$46.3K0.04%
HBC Financial Services, PLLC440$31.0K0.02%
Thompson Investment Management, Inc.349$27.0K0.00%
Robbins Farley LLC345$26.7K0.02%
First Horizon Advisors, Inc.265$20.5K0.00%
Financial Synergies Wealth Advisors, Inc.255$19.7K0.00%
Headlands Technologies LLC241$18.7K0.01%
Kalos Management, Inc.233$18.0K0.04%
Beacon Capital Management, Inc.224$17.4K0.00%
Quintet Private Bank (Europe) S.A.125$9.65K0.00%
AlphaMark Advisors, LLC120$9.00K0.00%
Quarry LP78$6.04K0.00%
Cape Investment Advisory, Inc.75$5.81K0.00%
Bokf, NA47$3.64K0.00%
Syverson Strege & Co31$2.40K0.00%
Rain Capital Management, LLC30$2.32K0.00%

Sold out (62)

Institutions that held W. P. Carey Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of WPC in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Millennium Management LLC360,669$28.2M
Pinkerton Retirement Specialists, LLC32,379$2.53M
Weiss Asset Management LP30,000$2.34M
Employees Provident Fund Board27,054$2.11M
ProShare Advisors LLC26,501$2.07M
Merit Financial Group, LLC17,632$1.38M
Allstate Corp12,957$1.01M
Quantamental Technologies LLC8,804$688.0K
Investment Management Corp of Ontario7,883$616.1K
Triumph Capital Management7,252$566.7K
Cannon Global Investment Management, LLC6,000$469.0K
Kercheville Advisors, LLC6,000$468.9K
Caisse de Depot Et Placement du Quebec5,471$427.6K
Boothbay Fund Management, LLC5,058$395.3K
MQS Management LLC4,708$367.9K
Simplex Trading, LLC4,172$326.0K
Park Avenue Securities LLC4,149$324.0K
Warther Private Wealth, LLC3,809$297.7K
Provence Wealth Management Group3,730$291.5K
Buckingham Strategic Partners3,561$278.4K
MA Private Wealth3,545$277.0K
Longfellow Investment Management Co LLC3,390$264.9K
Meeder Advisory Services, Inc.3,215$251.3K
Banque Pictet & Cie SA3,073$240.2K
Walker Asset Management, LLC2,980$232.9K
Brighton Jones LLC2,926$228.6K
Castle Rock Wealth Management, LLC2,655$226.0K
Advisor Resource Council2,876$224.8K
Duality Advisers, LP2,741$214.2K
Profund Advisors LLC2,694$210.5K
Kestra Advisory Services, LLC2,647$206.9K
Ameraudi Asset Management, Inc.2,620$204.8K
Fiduciary Trust Co2,594$202.7K
Sightline Wealth Advisors, LLC2,588$202.3K
Trustmark National Bank Trust Department2,564$200.4K
U.S. Capital Wealth Advisors, LLC2,267$177.2K
MinichMacGregor Wealth Management, LLC1,526$119.3K
WJ Interests, LLC1,316$102.8K
Avondale Wealth Management1,189$92.9K
Glassy Mountain Advisors, Inc.1,000$78.2K
Prestige Wealth Management Group LLC789$62.5K
High Net Worth Advisory Group LLC747$58.4K
McElhenny Sheffield Capital Management, LLC601$47.0K
Roble, Belko & Company, Inc559$44.0K
Retirement Financial Solutions, LLC361$28.2K
Leonteq Securities AG337$26.3K
One Wealth Advisors, LLC319$24.9K
Cambridge Trust Co260$20.0K
VitalStone Financial, LLC259$20.0K
Horizon Bancorp Inc200$16.0K
Goodman Advisory Group, LLC200$16.0K
Emfo, LLC200$15.6K
Arcus Capital Partners, LLC197$15.4K
Stephenson National Bank & Trust185$14.0K
Rocky Mountain Advisers, LLC150$12.0K
Sugarloaf Wealth Management, LLC152$11.8K
Affiance Financial, LLC123$9.61K
Comerica Securities,inc.83$6.58K
City Holding Co43$3.36K
Whittier Trust Co of Nevada Inc31$2.42K
Level Financial Advisors, Inc.12$1.00K
Lee Financial Co2$156

Not filed for Q1 2023 yet (19)

Institutions that held W. P. Carey Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Gibson Wealth Advisors LLC27,909$2.14M
Bennicas & Associates, Inc.19,195$1.50M
Seeyond15,584$1.22M
Alaska Permanent Fund Corp15,500$1.21M
Allstate Investment Management Co12,957$1.01M
Comerica Bank8,414$706.0K
Laurel Wealth Advisors, Inc.8,488$663.0K
Personal Capital Advisors Corp7,284$569.2K
ARGI Investment Services, LLC4,629$362.0K
Glass Jacobson Investment Advisors llc3,050$238.4K
Titleist Asset Management, Ltd.2,990$233.7K
Canandaigua National Corp2,979$233.0K
Tyler-Stone Wealth Management1,200$94.0K
CoreCap Advisors, LLC1,121$87.6K
Trustcore Financial Services, LLC916$71.6K
Sargent Bickham Lagudis LLC769$60.1K
Cornerstone Planning Group LLC524$43.3K
Semmax Financial Advisors Inc.316$27.0K
Heritage Wealth Management, LLC226$17.7K