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 |
|---|---|---|---|---|---|
| Laraway Financial Inc | 13,717 | $1.06M | 1.08% | +16+0.1% | Added |
| Ostrum Asset Management | 13,862 | $1.07M | 0.09% | +13,862 | New |
| Raymond James Trust N.A. | 13,858 | $1.07M | 0.03% | +1,269+10.1% | Added |
| XTX Topco Ltd | 13,930 | $1.08M | 0.23% | +9,130+190.2% | Added |
| Madison Wealth Management | 14,000 | $1.08M | 0.23% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 14,080 | $1.09M | 0.07% | +14,080 | New |
| CIC Wealth, LLC | 14,086 | $1.09M | 0.41% | −269−1.9% | Reduced |
| Shell Asset Management Co | 14,139 | $1.09M | 0.05% | +1,728+13.9% | Added |
| Private Trust Co NA | 14,146 | $1.10M | 0.15% | −1,481−9.5% | Reduced |
| Perigon Wealth Management, LLC | 14,234 | $1.10M | 0.06% | −279−1.9% | Reduced |
| AXA S.A. | 14,342 | $1.11M | 0.00% | +11,427+392.0% | Added |
| RMB Capital Management, LLC | 14,363 | $1.11M | 0.04% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 14,477 | $1.12M | 0.18% | −801−5.2% | Reduced |
| Flagship Private Wealth, LLC | 14,496 | $1.12M | 1.00% | −1,452−9.1% | Reduced |
| LGT Financial Advisors LLC | 14,512 | $1.12M | 2.09% | +80+0.6% | Added |
| Rockefeller Capital Management L.P. | 14,598 | $1.13M | 0.00% | +635+4.5% | Added |
| Monument Capital Management | 14,632 | $1.13M | 0.38% | −963−6.2% | Reduced |
| Centaurus Financial, Inc. | 14,976 | $1.16M | 0.09% | −125−0.8% | Reduced |
| Wellington Shields & Co., LLC | 15,031 | $1.16M | 0.26% | −602−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,119 | $1.17M | 0.02% | +5,764+61.6% | Added |
| PFG Advisors | 15,145 | $1.17M | 0.10% | −463−3.0% | Reduced |
| Group One Trading, L.P. | 15,328 | $1.19M | 0.06% | +2,261+17.3% | Added |
| GoalVest Advisory LLC | 15,469 | $1.20M | 0.70% | +1,239+8.7% | Added |
| Texas Yale Capital Corp. | 15,481 | $1.20M | 0.06% | +60.0% | Added |
| Founders Financial Alliance, LLC | 16,271 | $1.20M | 0.60% | −358−2.2% | Reduced |
| Global Retirement Partners, LLC | 16,838 | $1.21M | 0.06% | +2,813+20.1% | Added |
| Beacon Investment Advisory Services, Inc. | 16,067 | $1.24M | 0.06% | +748+4.9% | Added |
| IHT Wealth Management, LLC | 16,150 | $1.25M | 0.07% | +221+1.4% | Added |
| Richard P Slaughter Associates Inc | 16,167 | $1.25M | 0.41% | −270−1.6% | Reduced |
| Maryland State Retirement & Pension System | 16,211 | $1.26M | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 16,274 | $1.26M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 16,334 | $1.27M | 0.01% | −4,649−22.2% | Reduced |
| Natixis Advisors, L.P. | 16,409 | $1.27M | 0.00% | +3,374+25.9% | Added |
| Erste Asset Management GmbH | 16,300 | $1.27M | 0.02% | +5,000+44.2% | Added |
| Apollon Wealth Management, LLC | 16,571 | $1.28M | 0.08% | +5,806+53.9% | Added |
| Elo Mutual Pension Insurance Co | 16,687 | $1.29M | 0.04% | +1,822+12.3% | Added |
| Harbor Investment Advisory, LLC | 16,837 | $1.30M | 0.19% | +104+0.6% | Added |
| Argent Trust Co | 16,838 | $1.30M | 0.08% | −64−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 17,215 | $1.33M | 0.23% | −344−2.0% | Reduced |
| Intech Investment Management LLC | 17,232 | $1.33M | 0.01% | +1,710+11.0% | Added |
| HBW Advisory Services LLC | 17,544 | $1.36M | 0.34% | +2,810+19.1% | Added |
| SRS Capital Advisors, Inc. | 17,822 | $1.38M | 0.18% | +107+0.6% | Added |
| Sigma Planning Corp | 18,298 | $1.42M | 0.05% | −1,083−5.6% | Reduced |
| CWM, LLC | 18,365 | $1.42M | 0.01% | −897−4.7% | Reduced |
| British Columbia Investment Management Corp | 18,524 | $1.43M | 0.01% | +1,545+9.1% | Added |
| Brooks, Moore & Associates, Inc. | 18,620 | $1.44M | 1.04% | −350−1.8% | Reduced |
| Paradigm Financial Partners, LLC | 18,778 | $1.45M | 0.39% | −343−1.8% | Reduced |
| FLC Capital Advisors | 18,809 | $1.46M | 0.45% | −1,379−6.8% | Reduced |
| Schroder Investment Management Group | 19,082 | $1.48M | 0.00% | −4,219−18.1% | Reduced |
| Independent Advisor Alliance | 19,115 | $1.48M | 0.07% | −314−1.6% | Reduced |
| Dynamic Advisor Solutions LLC | 19,145 | $1.48M | 0.09% | +19,145 | New |
| Gamco Investors, Inc. Et Al | 19,600 | $1.52M | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 24,211 | $1.57M | 0.03% | +12,961+115.2% | Added |
| Mission Creek Capital Partners, Inc. | 20,255 | $1.57M | 0.53% | +2,715+15.5% | Added |
| Principal Financial Group Inc | 20,876 | $1.62M | 0.00% | +1,125+5.7% | Added |
| Equitable Holdings, Inc. | 20,917 | $1.62M | 0.03% | +2,696+14.8% | Added |
| Arete Wealth Advisors, LLC | 20,999 | $1.63M | 0.13% | +433+2.1% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.64M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 21,157 | $1.64M | 0.01% | +186+0.9% | Added |
| V Wealth Advisors LLC | 21,414 | $1.66M | 0.31% | −3,291−13.3% | Reduced |
| Colonial Trust Co | 21,474 | $1.66M | 0.42% | +210+1.0% | Added |
| Westpac Banking Corp | 21,563 | $1.67M | 0.02% | +5,319+32.7% | Added |
| D.B. Root & Company, LLC | 21,698 | $1.68M | 0.66% | +27+0.1% | Added |
| Jag Capital Management, LLC | 21,746 | $1.68M | 0.22% | +723+3.4% | Added |
| RB Capital Management, LLC | 21,826 | $1.69M | 0.55% | +314+1.5% | Added |
| M Holdings Securities, Inc. | 22,042 | $1.71M | 0.18% | −10,999−33.3% | Reduced |
| DFPG Investments, LLC | 22,215 | $1.72M | 0.18% | +10,822+95.0% | Added |
| TownSquare Capital, LLC | 22,493 | $1.74M | 0.04% | −1,245−5.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 24,303 | $1.76M | 0.77% | −746−3.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 22,892 | $1.77M | 0.09% | +22,892 | New |
| Candriam Luxembourg S.C.A. | 25,081 | $1.79M | 0.01% | −38,838−60.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 23,180 | $1.80M | 0.97% | +1,735+8.1% | Added |
| Mackenzie Financial Corp | 23,843 | $1.85M | 0.00% | +4,205+21.4% | Added |
| Geneos Wealth Management Inc. | 23,999 | $1.86M | 0.11% | −3,882−13.9% | Reduced |
| South Dakota Investment Council | 24,234 | $1.88M | 0.04% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 24,418 | $1.89M | 0.78% | −160−0.7% | Reduced |
| Atria Investments LLC | 24,613 | $1.91M | 0.04% | +963+4.1% | Added |
| Community Capital Management, Inc. | 24,650 | $1.91M | 2.51% | 00.0% | Unchanged |
| Captrust Financial Advisors | 24,671 | $1.91M | 0.01% | +1,660+7.2% | Added |
| Associated Banc-Corp | 24,800 | $1.92M | 0.08% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 24,854 | $1.92M | 0.01% | +1,767+7.7% | Added |
| Two Sigma Securities, LLC | 24,984 | $1.94M | 0.16% | +21,036+532.8% | Added |
| Wealthstar Advisors, LLC | 25,253 | $1.96M | 0.83% | −45−0.2% | Reduced |
| Griffin Asset Management, Inc. | 25,279 | $1.96M | 0.27% | +275+1.1% | Added |
| Public Sector Pension Investment Board | 25,511 | $1.98M | 0.01% | +4,817+23.3% | Added |
| FORA Capital, LLC | 26,072 | $2.02M | 0.20% | +26,072 | New |
| Lakeview Capital Partners, LLC | 28,202 | $2.02M | 0.63% | −654−2.3% | Reduced |
| Independent Financial Group, LLC | 26,290 | $2.04M | 0.16% | +3,618+16.0% | Added |
| Moors & Cabot, Inc. | 26,454 | $2.05M | 0.14% | −80−0.3% | Reduced |
| Herold Advisors, Inc. | 26,679 | $2.07M | 0.71% | −1,862−6.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 26,338 | $2.07M | 0.16% | −274−1.0% | Reduced |
| Morse Asset Management, Inc | 27,275 | $2.11M | 0.71% | +35+0.1% | Added |
| AQR Capital Management LLC | 27,351 | $2.11M | 0.00% | −22,331−44.9% | Reduced |
| Gulf International Bank (UK) Ltd | 27,303 | $2.11M | 0.04% | −5,175−15.9% | Reduced |
| SG Americas Securities, LLC | 27,528 | $2.13M | 0.03% | −7,273−20.9% | Reduced |
| Excalibur Management Corp | 27,553 | $2.13M | 1.11% | −635−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 27,969 | $2.17M | 0.04% | +10,699+62.0% | Added |
| Wealthcare Advisory Partners LLC | 28,076 | $2.17M | 0.09% | +4,958+21.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 28,148 | $2.18M | 0.08% | +2,386+9.3% | Added |
| Voya Investment Management LLC | 28,626 | $2.22M | 0.00% | +793+2.8% | Added |