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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 3,029 | $234.6K | 0.21% | +3,029 | New |
| BFSG, LLC | 3,036 | $235.0K | 0.04% | +3,036 | New |
| Long Run Wealth Advisors, LLC | 3,039 | $235.3K | 0.08% | +305+11.2% | Added |
| Tobam | 3,062 | $237.0K | 0.02% | +1,839+150.4% | Added |
| Schnieders Capital Management LLC | 3,082 | $238.7K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,083 | $238.8K | 0.02% | −225−6.8% | Reduced |
| IAG Wealth Partners, LLC | 3,096 | $239.8K | 0.07% | −570−15.5% | Reduced |
| Chase Investment Counsel Corp | 3,113 | $241.0K | 0.13% | +279+9.8% | Added |
| Accurate Wealth Management, LLC | 3,235 | $241.4K | 0.08% | +420+14.9% | Added |
| Valmark Advisers, Inc. | 3,135 | $242.8K | 0.01% | +489+18.5% | Added |
| Eaton Financial Holdings Company, LLC | 3,151 | $244.0K | 0.19% | −68−2.1% | Reduced |
| BOS Asset Management, LLC | 3,200 | $247.8K | 0.21% | −1,125−26.0% | Reduced |
| Pure Financial Advisors, Inc. | 3,209 | $248.5K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,214 | $248.9K | 0.01% | +400+14.2% | Added |
| Signaturefd, LLC | 3,222 | $249.6K | 0.01% | +252+8.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,225 | $249.7K | 0.05% | +22+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 3,253 | $251.9K | 0.02% | +465+16.7% | Added |
| Veritable, L.P. | 3,262 | $252.6K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,275 | $253.6K | 0.15% | +3,275 | New |
| Archetype Wealth Partners | 3,276 | $254.0K | 0.05% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 3,285 | $254.4K | 0.15% | +5+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 3,350 | $259.5K | 0.07% | +3,350 | New |
| Signature Wealth Management Partners, LLC | 3,371 | $261.1K | 0.24% | −276−7.6% | Reduced |
| Level Four Advisory Services, LLC | 3,385 | $262.2K | 0.02% | +3,385 | New |
| HM Payson & Co | 3,386 | $262.2K | 0.01% | −410−10.8% | Reduced |
| Oppenheimer & Co Inc | 3,388 | $262.4K | 0.01% | +3+0.1% | Added |
| Essex Savings Bank | 3,400 | $263.3K | 0.09% | +129+3.9% | Added |
| Pathstone Family Office, LLC | 3,204 | $269.8K | 0.00% | −3,865−54.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,571 | $276.6K | 0.09% | +171+5.0% | Added |
| Banque Cantonale Vaudoise | 3,600 | $279.0K | 0.01% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 3,640 | $281.9K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,651 | $282.8K | 0.05% | +24+0.7% | Added |
| Silverlake Wealth Management LLC | 3,658 | $283.3K | 0.17% | +10.0% | Added |
| Fortitude Advisory Group L.L.C. | 3,677 | $284.8K | 0.22% | −221−5.7% | Reduced |
| Cresset Asset Management, LLC | 3,628 | $284.9K | 0.01% | −508−12.3% | Reduced |
| Metis Global Partners, LLC | 3,685 | $285.4K | 0.02% | +3,685 | New |
| Capital Planning Advisors, LLC | 3,696 | $286.3K | 0.06% | −25−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 3,649 | $286.8K | 0.01% | −481−11.6% | Reduced |
| Larson Financial Group LLC | 3,720 | $288.1K | 0.03% | +20+0.5% | Added |
| New York Life Investment Management LLC | 3,740 | $289.7K | 0.00% | +162+4.5% | Added |
| Perennial Investment Advisors, LLC | 3,743 | $290.0K | 0.05% | +265+7.6% | Added |
| TTP Investments, Inc. | 3,757 | $291.0K | 0.23% | −15−0.4% | Reduced |
| Plancorp, LLC | 3,795 | $293.9K | 0.02% | +25+0.7% | Added |
| BFT Financial Group, LLC | 3,814 | $295.4K | 0.04% | +3,814 | New |
| Coppell Advisory Solutions LLC | 3,836 | $295.8K | 0.10% | −219−5.4% | Reduced |
| Coppell Advisory Solutions Corp. | 3,836 | $295.8K | 0.10% | −219−5.4% | Reduced |
| Avantax Planning Partners, Inc. | 3,827 | $296.4K | 0.01% | +701+22.4% | Added |
| Snowden Capital Advisors LLC | 3,836 | $297.1K | 0.01% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 3,864 | $299.3K | 0.04% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,867 | $299.5K | 0.03% | +3,867 | New |
| Hilltop Holdings Inc. | 3,887 | $301.0K | 0.04% | +613+18.7% | Added |
| LVW Advisors, LLC | 3,905 | $302.4K | 0.06% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 3,939 | $305.1K | 0.25% | +27+0.7% | Added |
| Monterey Private Wealth, Inc. | 3,983 | $308.5K | 0.16% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,987 | $308.8K | 0.05% | +790+24.7% | Added |
| Van Hulzen Asset Management, LLC | 4,011 | $311.0K | 0.03% | −195−4.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,064 | $314.8K | 0.03% | +857+26.7% | Added |
| Advisor Partners II, LLC | 4,068 | $315.1K | 0.02% | +304+8.1% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $316.0K | 0.12% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $316.2K | 0.19% | +875+27.3% | Added |
| Prime Capital Investment Advisors, LLC | 4,116 | $318.8K | 0.01% | −695−14.4% | Reduced |
| Ancora Advisors, LLC | 4,119 | $319.0K | 0.01% | +37+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $322.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,134 | $324.6K | 0.03% | −569−12.1% | Reduced |
| Moneta Group Investment Advisors LLC | 4,230 | $327.7K | 0.01% | +363+9.4% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $328.0K | 0.21% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,240 | $328.4K | 0.20% | +3+0.1% | Added |
| Clearview Wealth Advisors LLC | 4,247 | $328.9K | 0.33% | −1,830−30.1% | Reduced |
| BTC Capital Management, Inc. | 4,299 | $333.0K | 0.04% | −745−14.8% | Reduced |
| Alpha Cubed Investments, LLC | 4,300 | $333.0K | 0.02% | −150−3.4% | Reduced |
| Parsons Capital Management Inc | 4,300 | $333.0K | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 4,324 | $334.9K | 0.00% | +62+1.5% | Added |
| Keudell/Morrison Wealth Management | 4,394 | $340.3K | 0.10% | −140−3.1% | Reduced |
| Beck Capital Management, LLC | 4,403 | $341.0K | 0.15% | −32−0.7% | Reduced |
| Intrua Financial, LLC | 4,776 | $341.8K | 0.07% | +34+0.7% | Added |
| Concord Asset Management, LLC | 4,434 | $343.4K | 0.14% | +1,604+56.7% | Added |
| Bridgewealth Advisory Group, LLC | 4,498 | $348.4K | 0.64% | −2,093−31.8% | Reduced |
| Wedbush Securities Inc | 4,508 | $349.0K | 0.02% | +12+0.3% | Added |
| Ausdal Financial Partners, Inc. | 4,530 | $350.9K | 0.05% | +809+21.7% | Added |
| Dividend Assets Capital, LLC | 4,500 | $352.0K | 0.07% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 4,557 | $352.9K | 0.03% | +651+16.7% | Added |
| Retirement Planning Co of New England, Inc. | 4,562 | $353.3K | 0.21% | +232+5.4% | Added |
| Detalus Advisors, LLC | 4,583 | $355.0K | 0.17% | −714−13.5% | Reduced |
| Clear Street Markets LLC | 4,600 | $356.0K | 0.10% | −200−4.2% | Reduced |
| Thrive Wealth Management, LLC | 4,611 | $357.1K | 0.09% | +149+3.3% | Added |
| Change Path, LLC | 4,653 | $360.0K | 0.02% | +1,090+30.6% | Added |
| Inspire Advisors, LLC | 4,670 | $361.7K | 0.08% | +23+0.5% | Added |
| Arkadios Wealth Advisors | 4,711 | $364.9K | 0.04% | −4,172−47.0% | Reduced |
| Fifth Third Bancorp | 4,728 | $366.2K | 0.00% | +485+11.4% | Added |
| Joel Isaacson & Co., LLC | 4,735 | $366.7K | 0.03% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,750 | $367.9K | 0.11% | +820+20.9% | Added |
| Diligent Investors, LLC | 4,779 | $370.2K | 0.11% | +9+0.2% | Added |
| Main Street Financial Solutions, LLC | 4,810 | $372.5K | 0.05% | −89−1.8% | Reduced |
| Harbour Investments, Inc. | 4,811 | $372.6K | 0.02% | −37−0.8% | Reduced |
| PFG Investments, LLC | 4,833 | $374.4K | 0.08% | +4,833 | New |
| HBK Sorce Advisory LLC | 4,840 | $374.9K | 0.02% | +4,840 | New |
| Chapin Davis, Inc. | 4,873 | $377.4K | 0.20% | +10.0% | Added |
| Campbell & CO Investment Adviser LLC | 4,882 | $378.1K | 0.07% | +196+4.2% | Added |
| Gilbert & Cook, Inc. | 4,883 | $378.2K | 0.07% | +58+1.2% | Added |
| Basepoint Wealth LLC | 5,011 | $388.1K | 0.32% | +64+1.3% | Added |