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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 7,498 | $580.7K | 0.02% | +774+11.5% | Added |
| Resources Investment Advisors, LLC. | 7,514 | $581.9K | 0.01% | +621+9.0% | Added |
| We Are One Seven, LLC | 7,606 | $589.1K | 0.04% | −29−0.4% | Reduced |
| Columbia Asset Management | 7,655 | $593.0K | 0.13% | −575−7.0% | Reduced |
| Insight 2811, Inc. | 7,701 | $596.4K | 0.37% | −250−3.1% | Reduced |
| Archer Investment Corp | 7,553 | $599.6K | 0.22% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 7,777 | $602.3K | 0.08% | 00.0% | Unchanged |
| Campbell Wealth Management | 7,856 | $608.0K | 0.08% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 7,888 | $610.9K | 0.04% | +195+2.5% | Added |
| Optimum Investment Advisors | 7,907 | $612.4K | 0.32% | 00.0% | Unchanged |
| 360 Financial, Inc. | 7,927 | $613.9K | 0.32% | +2,845+56.0% | Added |
| Granite Bay Wealth Management, LLC | 7,939 | $615.0K | 0.43% | −266−3.2% | Reduced |
| Ayrshire Capital Management LLC | 8,148 | $631.1K | 0.43% | −171−2.1% | Reduced |
| Berger Financial Group, Inc | 8,204 | $635.4K | 0.08% | −3,436−29.5% | Reduced |
| Wealthspan Partners, LLC | 8,225 | $637.0K | 0.54% | +65+0.8% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $639.2K | 0.28% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,265 | $640.1K | 0.03% | +37+0.4% | Added |
| Assetmark, Inc | 8,311 | $643.7K | 0.00% | +365+4.6% | Added |
| Family Legacy, Inc. | 8,339 | $645.9K | 0.28% | +434+5.5% | Added |
| Evergreen Capital Management LLC | 8,280 | $648.9K | 0.03% | +10.0% | Added |
| Axxcess Wealth Management, LLC | 8,378 | $648.9K | 0.05% | −11−0.1% | Reduced |
| Kovack Advisors, Inc. | 8,397 | $650.4K | 0.09% | −694−7.6% | Reduced |
| RFG Advisory, LLC | 8,544 | $661.7K | 0.03% | −680−7.4% | Reduced |
| Dudley Capital Management, LLC | 8,600 | $666.1K | 0.47% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,669 | $671.0K | 0.06% | +8,669 | New |
| Per Stirling Capital Management, LLC. | 8,682 | $672.4K | 0.15% | −1,865−17.7% | Reduced |
| First Manhattan Co | 8,700 | $673.8K | 0.00% | −44−0.5% | Reduced |
| Bank of Nova Scotia | 8,766 | $678.9K | 0.00% | −1,134−11.5% | Reduced |
| Capital Investment Advisory Services, LLC | 8,848 | $685.3K | 0.08% | −1,017−10.3% | Reduced |
| Guyasuta Investment Advisors Inc | 8,848 | $685.3K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 8,854 | $685.7K | 0.22% | +8,854 | New |
| E. Ohman J:or Asset Management AB | 9,000 | $697.0K | 0.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 9,002 | $697.3K | 0.18% | −129−1.4% | Reduced |
| Boston Financial Mangement LLC | 9,030 | $699.4K | 0.03% | +810+9.9% | Added |
| Arbor Capital Management Inc | 9,465 | $706.2K | 0.57% | +143+1.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,181 | $711.1K | 0.03% | +552+6.4% | Added |
| Manufacturers Life Insurance Company, The | 9,234 | $715.2K | 0.00% | +703+8.2% | Added |
| Insight Wealth Partners, LLC | 9,242 | $715.8K | 0.65% | −590−6.0% | Reduced |
| Naviter Wealth, LLC | 9,233 | $724.9K | 0.25% | +2,463+36.4% | Added |
| First National Trust Co | 9,628 | $745.7K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,670 | $749.0K | 0.08% | +9,670 | New |
| JustInvest LLC | 9,738 | $754.2K | 0.03% | +399+4.3% | Added |
| First City Capital Management, Inc. | 10,182 | $755.5K | 0.44% | +340+3.5% | Added |
| Eldridge Investment Advisors, Inc. | 9,800 | $759.0K | 0.26% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,850 | $762.9K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,857 | $763.4K | 0.08% | +145+1.5% | Added |
| Rainsberger Wealth Advisors, Inc. | 9,990 | $773.7K | 0.46% | +1,423+16.6% | Added |
| Little House Capital LLC | 10,074 | $780.3K | 0.37% | −5,340−34.6% | Reduced |
| Thoroughbred Financial Services, LLC | 10,101 | $782.0K | 0.12% | +731+7.8% | Added |
| Norinchukin Bank, The | 10,127 | $784.3K | 0.02% | +2,154+27.0% | Added |
| Vestmark Advisory Solutions, Inc. | 10,228 | $792.2K | 0.03% | −116−1.1% | Reduced |
| Sawyer & Company, Inc | 10,710 | $799.0K | 0.43% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $801.6K | 0.01% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $805.5K | 0.24% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 10,448 | $809.2K | 0.34% | +1,213+13.1% | Added |
| Old Port Advisors | 10,982 | $809.3K | 0.29% | −37−0.3% | Reduced |
| Yousif Capital Management, LLC | 10,467 | $810.7K | 0.01% | +70+0.7% | Added |
| Liberty One Investment Management, LLC | 10,487 | $812.2K | 0.11% | −102−1.0% | Reduced |
| Wolverine Trading, LLC | 10,543 | $813.0K | 0.02% | +10,543 | New |
| Prudent Man Advisors, LLC | 10,515 | $814.0K | 0.32% | −162−1.5% | Reduced |
| Money Concepts Capital Corp | 10,482 | $817.4K | 0.05% | −2,977−22.1% | Reduced |
| Hudson Portfolio Management LLC | 10,607 | $821.5K | 0.92% | −170−1.6% | Reduced |
| Clear Creek Financial Management, LLC | 10,645 | $824.4K | 0.16% | −896−7.8% | Reduced |
| Adams Wealth Management | 10,882 | $842.8K | 0.27% | +1,284+13.4% | Added |
| Wambolt & Associates, LLC | 11,066 | $844.0K | 0.30% | −114−1.0% | Reduced |
| Peddock Capital Advisors, LLC | 11,018 | $853.3K | 0.30% | +1,235+12.6% | Added |
| Versor Investments LP | 11,287 | $874.2K | 0.11% | +6,600+140.8% | Added |
| Bessemer Group Inc | 11,295 | $875.0K | 0.00% | −3,940−25.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,430 | $885.3K | 0.00% | +3,642+46.8% | Added |
| Cooper Financial Group | 11,461 | $887.7K | 0.24% | +173+1.5% | Added |
| Prudential PLC | 11,496 | $890.4K | 0.01% | −101−0.9% | Reduced |
| Herbst Group, LLC | 11,600 | $898.4K | 0.63% | +100+0.9% | Added |
| Fiera Capital Corp | 11,631 | $900.8K | 0.00% | −2,575−18.1% | Reduced |
| MKT Advisors LLC | 12,130 | $903.3K | 0.67% | +14+0.1% | Added |
| Royal Fund Management, LLC | 11,893 | $921.1K | 0.14% | +448+3.9% | Added |
| Howe & Rusling Inc | 11,899 | $921.6K | 0.11% | −11,884−50.0% | Reduced |
| Vista Investment Management | 11,967 | $926.8K | 0.49% | −658−5.2% | Reduced |
| Nordea Investment Management AB | 12,025 | $928.8K | 0.00% | +524+4.6% | Added |
| Client 1st Advisory Group, LLC | 12,006 | $929.9K | 0.50% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,909 | $935.1K | 0.06% | +513+4.5% | Added |
| Lincoln National Corp | 12,304 | $953.0K | 0.02% | −7,504−37.9% | Reduced |
| Cerity Partners LLC | 12,468 | $965.9K | 0.00% | −246−1.9% | Reduced |
| Stephens Inc | 12,499 | $968.1K | 0.02% | −993−7.4% | Reduced |
| Heirloom Wealth Management | 12,631 | $978.3K | 0.47% | −210−1.6% | Reduced |
| D.A. Davidson & Co. | 12,679 | $981.9K | 0.01% | −110−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,862 | $996.2K | 0.02% | +157+1.2% | Added |
| Tower Research Capital LLC (TRC) | 12,896 | $999.0K | 0.03% | +5,020+63.7% | Added |
| Jeppson Wealth Management, LLC | 12,942 | $1.00M | 0.44% | +1,506+13.2% | Added |
| Quantinno Capital Management LP | 12,992 | $1.01M | 0.07% | +7,200+124.3% | Added |
| Stratos Wealth Partners, LTD. | 13,042 | $1.01M | 0.03% | −2,773−17.5% | Reduced |
| Cornerstone Wealth Management, LLC | 13,065 | $1.01M | 0.10% | +13,065 | New |
| J.W. Cole Advisors, Inc. | 13,156 | $1.02M | 0.07% | −141−1.1% | Reduced |
| Advisory Services Network, LLC | 13,166 | $1.02M | 0.03% | −1,188−8.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 13,200 | $1.02M | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 13,262 | $1.03M | 1.09% | −1,520−10.3% | Reduced |
| GWM Advisors LLC | 13,531 | $1.03M | 0.01% | −840−5.8% | Reduced |
| NEIRG Wealth Management, LLC | 13,381 | $1.04M | 0.18% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 13,475 | $1.04M | 0.06% | 00.0% | Unchanged |
| Ted Buchan & Co | 13,487 | $1.04M | 0.87% | +310+2.4% | Added |
| C2C Wealth Management, LLC | 14,613 | $1.06M | 0.17% | 00.0% | Unchanged |