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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 5,029 | $389.5K | 0.07% | −30−0.6% | Reduced |
| Raleigh Capital Management Inc. | 5,054 | $391.5K | 0.19% | +20.0% | Added |
| Argent Advisors, Inc. | 5,058 | $391.7K | 0.19% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,067 | $392.4K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $392.6K | 0.15% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5,083 | $393.7K | 0.06% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,454 | $394.5K | 0.25% | −176−3.1% | Reduced |
| Kowal Investment Group, LLC | 5,100 | $395.0K | 0.11% | +537+11.8% | Added |
| Regions Financial Corp | 5,143 | $399.0K | 0.00% | −828−13.9% | Reduced |
| David R. Rahn & Associates Inc. | 5,223 | $404.5K | 0.21% | +56+1.1% | Added |
| Flagship Harbor Advisors, LLC | 5,226 | $404.7K | 0.04% | −143−2.7% | Reduced |
| Lido Advisors, LLC | 5,292 | $409.8K | 0.01% | +166+3.2% | Added |
| Colony Group LLC | 5,293 | $410.0K | 0.01% | +24+0.5% | Added |
| First Heartland Consultants, Inc. | 5,313 | $411.5K | 0.06% | −828−13.5% | Reduced |
| Woodward Diversified Capital, LLC | 5,357 | $414.9K | 0.33% | −23−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 5,386 | $417.2K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,388 | $417.3K | 0.02% | +1,712+46.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,416 | $419.5K | 0.05% | +5,416 | New |
| NewEdge Wealth, LLC | 5,458 | $422.7K | 0.02% | +56+1.0% | Added |
| L.M. Kohn & Company | 5,461 | $423.0K | 0.18% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,478 | $424.3K | 0.02% | +5,478 | New |
| DF Dent & Co Inc | 5,534 | $428.6K | 0.01% | −730−11.7% | Reduced |
| New England Research & Management, Inc. | 5,537 | $429.0K | 0.25% | −400−6.7% | Reduced |
| Teamwork Financial Advisors, LLC | 5,551 | $429.9K | 0.08% | −846−13.2% | Reduced |
| Jackson Wealth Management, LLC | 5,633 | $436.3K | 0.33% | +5,633 | New |
| All Season Financial Advisors, Inc. | 5,651 | $437.7K | 0.40% | −3,306−36.9% | Reduced |
| Alberta Investment Management Corp | 5,700 | $441.5K | 0.00% | +5,700 | New |
| Widmann Financial Services, Inc. | 5,718 | $442.8K | 0.45% | +334+6.2% | Added |
| Old National Bancorp | 5,782 | $447.8K | 0.01% | −1,902−24.8% | Reduced |
| Carret Asset Management, LLC | 5,824 | $451.0K | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,750 | $451.3K | 0.06% | +175+3.1% | Added |
| MAI Capital Management | 5,848 | $452.9K | 0.01% | −1,555−21.0% | Reduced |
| Samalin Investment Counsel, LLC | 5,920 | $458.5K | 0.28% | +1,754+42.1% | Added |
| True North Advisors, LLC | 5,939 | $460.0K | 0.14% | +5,939 | New |
| Jacobi Capital Management LLC | 5,973 | $462.6K | 0.05% | −139−2.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,925 | $463.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 6,000 | $465.0K | 0.20% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 6,024 | $467.0K | 0.27% | −1,278−17.5% | Reduced |
| International Assets Investment Management, LLC | 6,059 | $469.3K | 0.07% | −4,125−40.5% | Reduced |
| Ignite Planners, LLC | 6,290 | $469.3K | 0.19% | +235+3.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,060 | $469.3K | 0.14% | +312+5.4% | Added |
| Matisse Capital | 6,063 | $469.6K | 0.30% | +6,063 | New |
| DuPont Capital Management Corp | 6,071 | $470.2K | 0.02% | −12,223−66.8% | Reduced |
| APG Asset Management N.V. | 6,657 | $474.6K | 0.00% | −11,731−63.8% | Reduced |
| Atomi Financial Group, Inc. | 6,158 | $477.0K | 0.27% | +6,158 | New |
| Kathmere Capital Management, LLC | 6,193 | $479.6K | 0.08% | −2,890−31.8% | Reduced |
| Transatlantique Private Wealth LLC | 6,208 | $480.8K | 0.27% | +175+2.9% | Added |
| SageView Advisory Group, LLC | 6,230 | $482.5K | 0.03% | +832+15.4% | Added |
| Brookstone Capital Management | 6,726 | $488.2K | 0.01% | +1,118+19.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,345 | $491.0K | 0.51% | +80+1.3% | Added |
| Lazard Asset Management LLC | 6,363 | $492.0K | 0.00% | +299+4.9% | Added |
| Patton Albertson Miller Group, LLC | 6,364 | $492.9K | 0.09% | −375−5.6% | Reduced |
| Round Rock Advisors, LLC | 6,379 | $494.1K | 0.19% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 6,381 | $494.2K | 0.49% | +80+1.3% | Added |
| Avion Wealth | 6,370 | $497.0K | 0.14% | +6+0.1% | Added |
| Redwood Financial Network Corp | 6,424 | $497.5K | 0.51% | +764+13.5% | Added |
| Fisher Asset Management, LLC | 6,474 | $501.5K | 0.00% | +395+6.5% | Added |
| Quantbot Technologies LP | 6,480 | $501.9K | 0.04% | −19,594−75.1% | Reduced |
| Metropolitan Life Insurance Co | 6,494 | $503.0K | 0.03% | +53+0.8% | Added |
| Gallacher Capital Management LLC | 6,517 | $504.8K | 0.30% | +1,012+18.4% | Added |
| AlphaStar Capital Management, LLC | 6,578 | $512.0K | 0.04% | +2,899+78.8% | Added |
| Procyon Private Wealth Partners, LLC | 6,619 | $512.6K | 0.09% | −99−1.5% | Reduced |
| Mirador Capital Partners LP | 6,635 | $513.9K | 0.12% | −269−3.9% | Reduced |
| Ethic Inc. | 6,656 | $515.5K | 0.02% | −758−10.2% | Reduced |
| Cubist Systematic Strategies, LLC | 6,665 | $516.2K | 0.00% | −476−6.7% | Reduced |
| Bridgefront Capital, LLC | 6,676 | $517.1K | 0.32% | +1,880+39.2% | Added |
| LexAurum Advisors, LLC | 6,706 | $519.4K | 0.17% | −30.0% | Reduced |
| Sovereign Financial Group, Inc. | 6,707 | $519.5K | 0.19% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 6,725 | $521.0K | 0.26% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 6,725 | $521.0K | 0.01% | +6,725 | New |
| Virtue Capital Management, LLC | 7,280 | $523.5K | 0.09% | +162+2.3% | Added |
| Capital Investment Advisors, LLC | 6,759 | $523.5K | 0.02% | +967+16.7% | Added |
| Cullen Capital Management LLC | 6,815 | $527.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,872 | $532.3K | 0.11% | +6,872 | New |
| Achmea Investment Management B.V. | 6,891 | $533.0K | 0.02% | 00.0% | Unchanged |
| Nvest Financial, LLC | 6,936 | $537.2K | 0.56% | +6,936 | New |
| Benjamin F. Edwards & Company, Inc. | 6,964 | $539.0K | 0.02% | −801−10.3% | Reduced |
| Crestwood Advisors Group LLC | 6,985 | $541.0K | 0.02% | −500−6.7% | Reduced |
| Allen Capital Group, LLC | 6,998 | $542.0K | 0.10% | +6,998 | New |
| Philadelphia Trust Co | 7,000 | $542.0K | 0.06% | 00.0% | Unchanged |
| Madden Securities Corp | 7,000 | $542.1K | 0.29% | −100−1.4% | Reduced |
| Symphony Financial, Ltd. Co. | 7,038 | $542.6K | 0.14% | +17+0.2% | Added |
| Concord Wealth Partners | 7,045 | $545.6K | 0.15% | −1,503−17.6% | Reduced |
| Resources Management Corp | 17,800 | $546.0K | 0.11% | +17,780+88,900.0% | Added |
| Syntegra Private Wealth Group, LLC | 7,072 | $547.7K | 0.10% | −1,288−15.4% | Reduced |
| Western Wealth Management, LLC | 7,078 | $548.2K | 0.05% | −2,187−23.6% | Reduced |
| Glenmede Trust Co NA | 7,123 | $551.7K | 0.00% | +493+7.4% | Added |
| Ameritas Advisory Services, LLC | 7,229 | $556.9K | 0.03% | −4,955−40.7% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $557.6K | 0.31% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,331 | $559.1K | 0.00% | +7,331 | New |
| Avidian Wealth Solutions, LLC | 7,228 | $559.8K | 0.03% | +1,595+28.3% | Added |
| CIBC Asset Management Inc | 7,267 | $562.8K | 0.00% | +922+14.5% | Added |
| Boston Private Wealth LLC | 7,297 | $565.1K | 0.01% | −1,334−15.5% | Reduced |
| Xponance, Inc. | 7,370 | $570.8K | 0.01% | +134+1.9% | Added |
| Bridgewater Associates, LP | 7,417 | $574.4K | 0.00% | +7,417 | New |
| CarsonAllaria Wealth Management, Ltd. | 7,426 | $575.2K | 0.48% | +10+0.1% | Added |
| UMA Financial Services, Inc. | 7,977 | $577.5K | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,467 | $578.3K | 0.03% | +1,671+28.8% | Added |
| Penserra Capital Management LLC | 7,496 | $579.0K | 0.01% | +1,218+19.4% | Added |
| Bleakley Financial Group, LLC | 7,498 | $580.7K | 0.02% | −1,041−12.2% | Reduced |