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Livermore
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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.

Institutional holdersQ1 2023: 838 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ1 2023: $10.6B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC760$58.9K0.00%−174−18.6%Reduced
ICA Group Wealth Management, LLC761$58.9K0.01%+350+85.2%Added
Quent Capital, LLC796$61.6K0.01%+21+2.7%Added
Baldwin Brothers Inc800$62.0K0.01%00.0%Unchanged
Cedar Wealth Management, LLC800$62.0K0.03%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich799$62.0K0.00%−1−0.1%Reduced
Ci Investments Inc.847$66.0K0.00%+315+59.2%Added
Princeton Global Asset Management LLC869$67.3K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.877$68.0K0.00%−41−4.5%Reduced
National Bank of Canada887$68.7K0.00%−51,306−98.3%Reduced
Stonebridge Capital Advisors LLC895$69.3K0.01%−25−2.7%Reduced
Ahrens Investment Partners LLC900$69.7K0.03%+900New
Capital Analysts, LLC904$70.0K0.00%+75+9.0%Added
JJJ Advisors Inc.1,001$71.4K0.02%+162+19.3%Added
Chilton Capital Management LLC939$72.7K0.00%+939New
Key Financial Inc962$74.5K0.03%−265−21.6%Reduced
EverSource Wealth Advisors, LLC972$75.3K0.01%−6,326−86.7%Reduced
Kistler-Tiffany Companies, LLC974$75.4K0.01%00.0%Unchanged
Whittier Trust Co1,100$85.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co1,126$87.2K0.00%00.0%Unchanged
MCF Advisors LLC1,135$88.4K0.01%−297−20.7%Reduced
Bank of New Hampshire1,145$88.7K0.03%00.0%Unchanged
Caldwell Trust Co1,150$89.1K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,207$93.0K0.04%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC1,238$95.9K0.06%00.0%Unchanged
Richard W. Paul & Associates, LLC1,262$97.7K0.04%00.0%Unchanged
Logan Capital Management Inc1,300$100.7K0.00%00.0%Unchanged
Rise Advisors, LLC1,306$101.1K0.08%+3+0.2%Added
Institutional & Family Asset Management, LLC1,319$102.2K0.02%00.0%Unchanged
Addison Advisors LLC1,412$109.4K0.06%00.0%Unchanged
TCI Wealth Advisors, Inc.1,417$109.7K0.01%+358+33.8%Added
Hanson & Doremus Investment Management1,457$113.0K0.03%−212−12.7%Reduced
Financial Management Professionals, Inc.1,483$115.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,507$116.8K0.01%+391+35.0%Added
Central Trust Co1,549$120.0K0.00%−50−3.1%Reduced
South State Corp.1,564$121.1K0.01%−364−18.9%Reduced
Allspring Global Investments Holdings, LLC1,603$124.2K0.00%−3,906−70.9%Reduced
PSI Advisors, LLC1,626$125.9K0.06%+316+24.1%Added
Certified Advisory Corp1,662$128.7K0.02%+1,662New
Huntington National Bank1,664$128.8K0.00%+147+9.7%Added
Kelly Financial Services LLC1,784$138.2K0.07%00.0%Unchanged
North Star Investment Management Corp.1,848$143.1K0.01%00.0%Unchanged
Ossiam1,870$144.8K0.00%+212+12.8%Added
Parallel Advisors, LLC1,875$145.2K0.00%+89+5.0%Added
Salem Investment Counselors Inc1,926$151.2K0.01%00.0%Unchanged
Horan Securities, Inc.1,988$154.0K0.08%+98+5.2%Added
Bangor Savings Bank2,000$154.9K0.02%−300−13.0%Reduced
Federation des caisses Desjardins du Quebec2,023$156.7K0.00%−699−25.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S2,081$161.0K0.00%−81−3.7%Reduced
American International Group, Inc.2,101$162.7K0.00%−20−0.9%Reduced
Pin Oak Investment Advisors Inc2,100$163.0K0.20%00.0%Unchanged
Spire Wealth Management2,123$164.4K0.01%+1,421+202.4%Added
Lindbrook Capital, LLC2,168$167.9K0.02%+109+5.3%Added
Baystate Wealth Management LLC2,190$169.6K0.01%+10+0.5%Added
Accel Wealth Management2,212$171.3K0.07%00.0%Unchanged
Sandy Spring Bank2,240$173.5K0.01%00.0%Unchanged
Ellevest, Inc.2,326$180.1K0.01%+51+2.2%Added
IFP Advisors, Inc3,217$185.5K0.01%−9,343−74.4%Reduced
Tradition Wealth Management, LLC2,482$192.0K0.02%+802+47.7%Added
Creative Financial Designs Inc2,495$193.2K0.03%−526−17.4%Reduced
Armstrong Advisory Group, Inc2,539$196.6K0.02%−761−23.1%Reduced
AllSquare Wealth Management LLC2,540$196.7K0.13%+240+10.4%Added
Touchstone Capital, Inc.2,584$200.1K0.22%00.0%Unchanged
RSM US Wealth Management LLC2,599$201.3K0.01%+2,599New
Ritholtz Wealth Management2,605$201.8K0.01%−610−19.0%Reduced
BCS Wealth Management2,639$204.0K0.09%00.0%Unchanged
Triasima Portfolio Management inc.2,635$204.1K0.02%−17,500−86.9%Reduced
Gator Capital Management, LLC2,660$206.0K0.16%00.0%Unchanged
MBM Wealth Consultants, LLC1,761$207.0K0.09%00.0%Unchanged
EPG Wealth Management LLC2,694$208.7K0.07%−179−6.2%Reduced
SignalPoint Asset Management, LLC2,694$209.0K0.07%+113+4.4%Added
Annex Advisory Services, LLC2,733$211.7K0.01%00.0%Unchanged
Welch & Forbes LLC2,760$213.8K0.00%00.0%Unchanged
Crossmark Global Holdings, Inc.2,787$216.0K0.01%+2,787New
Prism Advisors, Inc.2,791$216.2K0.08%00.0%Unchanged
Morris Retirement Advisors, LLC2,794$216.4K0.16%+2,794New
Allie Family Office LLC2,800$216.9K0.16%00.0%Unchanged
Motco2,805$217.2K0.01%+67+2.4%Added
Benjamin Edwards Inc2,819$218.0K0.05%+527+23.0%Added
Sunbelt Securities, Inc.2,842$219.1K0.04%+43+1.5%Added
Conestoga Capital Advisors, LLC2,850$220.7K0.00%00.0%Unchanged
Unionview, LLC2,853$221.0K0.21%00.0%Unchanged
BCJ Capital Management, LLC2,858$221.4K0.02%+2,858New
Headinvest, LLC2,862$221.7K0.05%−75−2.6%Reduced
Capital Asset Advisory Services LLC2,875$222.7K0.02%−632−18.0%Reduced
Dominguez Wealth Management Solutions, Inc.2,882$223.2K0.20%+7+0.2%Added
Intelligence Driven Advisers, LLC3,000$223.4K0.04%00.0%Unchanged
Washington Trust Co2,888$223.7K0.01%00.0%Unchanged
Guardian Wealth Advisors, LLC2,860$224.8K0.04%−37−1.3%Reduced
Register Financial Advisors LLC2,908$225.2K0.18%+19+0.7%Added
Keybank National Association2,920$226.2K0.00%−46−1.6%Reduced
Kapitalo Investimentos Ltda2,989$226.6K0.07%+2,989New
Sound Income Strategies, LLC2,927$226.7K0.02%+1,074+58.0%Added
Focused Wealth Management, Inc2,927$226.7K0.05%+854+41.2%Added
Allied Investment Advisors, LLC2,945$228.1K0.07%00.0%Unchanged
M. Kulyk & Associates, LLC2,995$232.0K0.07%−125−4.0%Reduced
CTC Capital Management, LLC3,000$232.3K0.49%−1,000−25.0%Reduced
Roof Eidam & Maycock3,000$232.3K0.09%00.0%Unchanged
Sowell Financial Services LLC3,003$233.0K0.02%−14,741−83.1%Reduced
Tokio Marine Asset Management Co Ltd3,023$234.1K0.02%00.0%Unchanged