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, Q1 2023
Institutional positions in W. P. Carey Inc. as of Mar 31, 2023. 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
- 838
- +2 vs. Q4 2022
- Shares held
- 138.9M
- +2.78M (+2.0%) vs. Q4 2022
- Total value
- $10.6B
- +$43.4M (+0.4%) vs. Q4 2022
- New holders
- 64
- 347 more added
- Sold out
- 62
- 272 more reduced
19 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 383,610 | $5 | 0.12% | +378,657+7,645.0% | Added |
| Silicon Valley Capital Partners | 0 | $23 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 1 | $69 | 0.00% | −53,685−100.0% | Reduced |
| Fortis Capital Advisors, LLC | 3 | $232 | 0.00% | −18−85.7% | Reduced |
| Mach-1 Financial Group, Inc. | 4,900 | $379 | 0.00% | −243−4.7% | Reduced |
| Glen Eagle Advisors, LLC | 6 | $465 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $797 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $864 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $1.08K | 0.00% | +7+100.0% | Added |
| Bogart Wealth, LLC | 17 | $1.32K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $2.15K | 0.00% | +1+3.7% | Added |
| Park Place Capital Corp | 29 | $2.25K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $2.32K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 30 | $2.32K | 0.00% | +30 | New |
| Syverson Strege & Co | 31 | $2.40K | 0.00% | +31 | New |
| CVA Family Office, LLC | 35 | $2.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 39 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 47 | $3.64K | 0.00% | +47 | New |
| Insight Financial Services | 48 | $3.72K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 48 | $3.72K | 0.00% | −179−78.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 48 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 52 | $4.04K | 0.00% | +1+2.0% | Added |
| Zions Bancorporation, N.A. | 59 | $4.57K | 0.00% | −8−11.9% | Reduced |
| Cape Investment Advisory, Inc. | 75 | $5.81K | 0.00% | +75 | New |
| Quarry LP | 78 | $6.04K | 0.00% | +78 | New |
| Piershale Financial Group, Inc. | 100 | $7.75K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $8.05K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $8.44K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $8.60K | 0.00% | −13−10.5% | Reduced |
| Earnest Partners LLC | 114 | $8.83K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 120 | $9.00K | 0.00% | +120 | New |
| First Community Trust NA | 120 | $9.29K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 125 | $9.65K | 0.00% | +125 | New |
| Rosenberg Matthew Hamilton | 129 | $9.99K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $11.6K | 0.01% | −8−5.1% | Reduced |
| Endurance Wealth Management, Inc. | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 158 | $12.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $12.5K | 0.00% | +127+373.5% | Added |
| Riverview Trust Co | 172 | $13.3K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 178 | $13.8K | 0.00% | +86+93.5% | Added |
| Smithfield Trust Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 188 | $15.0K | 0.01% | −13−6.5% | Reduced |
| Citizens National Bank Trust Department | 195 | $15.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 203 | $16.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 224 | $17.4K | 0.00% | +224 | New |
| Core Wealth Advisors, Inc. | 225 | $17.4K | 0.01% | −179−44.3% | Reduced |
| Ameliora Wealth Management Ltd. | 230 | $17.8K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 233 | $18.0K | 0.04% | +233 | New |
| Headlands Technologies LLC | 241 | $18.7K | 0.01% | +241 | New |
| JNBA Financial Advisors | 250 | $19.4K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 255 | $19.7K | 0.00% | +255 | New |
| BerganKDV Wealth Management, LLC | 264 | $20.4K | 0.00% | +4+1.5% | Added |
| First Horizon Advisors, Inc. | 265 | $20.5K | 0.00% | +265 | New |
| Blume Capital Management, Inc. | 268 | $20.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 272 | $21.1K | 0.01% | +22+8.8% | Added |
| Harvest Fund Management Co., Ltd | 302 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 300 | $23.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 345 | $26.7K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $26.7K | 0.02% | +345 | New |
| Thompson Investment Management, Inc. | 349 | $27.0K | 0.00% | +349 | New |
| Versant Capital Management, Inc | 379 | $29.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $30.7K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $31.0K | 0.05% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 440 | $31.0K | 0.02% | +440 | New |
| Tompkins Financial Corp | 406 | $31.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 422 | $32.7K | 0.01% | −2−0.5% | Reduced |
| Cornerstone Management, Inc. | 437 | $33.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 450 | $34.9K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 452 | $35.0K | 0.01% | +95+26.6% | Added |
| SJS Investment Consulting Inc. | 470 | $36.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 484 | $37.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 489 | $37.9K | 0.00% | +163+50.0% | Added |
| Resurgent Financial Advisors LLC | 509 | $39.4K | 0.03% | −106−17.2% | Reduced |
| Altshuler Shaham Ltd | 516 | $40.0K | 0.00% | −74−12.5% | Reduced |
| Sutton Wealth Advisors Inc. | 519 | $40.2K | 0.02% | +125+31.7% | Added |
| McIlrath & Eck, LLC | 529 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 543 | $42.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 568 | $44.0K | 0.01% | −64−10.1% | Reduced |
| Montag A & Associates Inc | 570 | $44.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $45.1K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $46.3K | 0.04% | +598 | New |
| TD Waterhouse Canada Inc. | 600 | $47.1K | 0.00% | −49−7.6% | Reduced |
| Strengthening Families & Communities, LLC | 614 | $48.0K | 0.04% | +8+1.3% | Added |
| Beacon Capital Management, LLC | 631 | $48.9K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 640 | $50.0K | 0.02% | +435+212.2% | Added |
| Buck Wealth Strategies, LLC | 677 | $52.4K | 0.03% | +677 | New |
| HHM Wealth Advisors, LLC | 680 | $52.7K | 0.01% | +38+5.9% | Added |
| City State Bank | 682 | $53.0K | 0.03% | +164+31.7% | Added |
| Tortoise Investment Management, LLC | 697 | $54.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 702 | $54.4K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 740 | $57.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 750 | $58.1K | 0.04% | +750 | New |
| Heritage Wealth Advisors | 752 | $58.2K | 0.00% | −52−6.5% | Reduced |
| Quadrant Capital Group LLC | 756 | $58.6K | 0.01% | +62+8.9% | Added |
| Cary Street Partners Asset Management LLC | 759 | $58.8K | 0.01% | 00.0% | Unchanged |