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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 28,948 | $2.24M | 1.19% | +2,367+8.9% | Added |
| US Bancorp | 28,948 | $2.24M | 0.00% | +788+2.8% | Added |
| Pathway Financial Advisers, LLC | 29,244 | $2.27M | 0.91% | +1,921+7.0% | Added |
| Stratos Wealth Advisors, LLC | 29,455 | $2.28M | 0.18% | +3,090+11.7% | Added |
| DnB Asset Management AS | 30,122 | $2.33M | 0.01% | +1,291+4.5% | Added |
| CWM Advisors, LLC | 30,295 | $2.35M | 0.30% | +3,422+12.7% | Added |
| Spirit of America Management Corp | 30,450 | $2.36M | 0.53% | −1,040−3.3% | Reduced |
| M&T Bank Corp | 30,596 | $2.37M | 0.01% | +1,319+4.5% | Added |
| Vestcor Inc | 31,140 | $2.41M | 0.09% | +9,517+44.0% | Added |
| SeaBridge Investment Advisors LLC | 31,165 | $2.41M | 0.84% | −1,523−4.7% | Reduced |
| Ascent Group, LLC | 31,231 | $2.42M | 0.26% | +2,804+9.9% | Added |
| Investmark Advisory Group LLC | 31,718 | $2.46M | 1.80% | +2,031+6.8% | Added |
| Pensionfund Sabic | 32,704 | $2.53M | 0.88% | −1,500−4.4% | Reduced |
| Vident Investment Advisory, LLC | 32,744 | $2.54M | 0.08% | +3,169+10.7% | Added |
| Paradiem, LLC | 33,896 | $2.63M | 0.82% | 00.0% | Unchanged |
| Weaver Consulting Group | 34,024 | $2.64M | 1.21% | −552−1.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.66M | 2.04% | 00.0% | Unchanged |
| TFG Advisers LLC | 34,471 | $2.67M | 1.29% | +550+1.6% | Added |
| Holocene Advisors, LP | 35,344 | $2.74M | 0.01% | +9,869+38.7% | Added |
| Baird Financial Group, Inc. | 35,399 | $2.74M | 0.01% | −45−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 35,633 | $2.76M | 0.02% | +1,564+4.6% | Added |
| Gradient Capital Advisors, LLC | 35,783 | $2.77M | 1.18% | +1,505+4.4% | Added |
| IFM Investors Pty Ltd | 36,088 | $2.80M | 0.04% | +1,780+5.2% | Added |
| Hilltop Partners LLC | 36,391 | $2.82M | 1.27% | −74−0.2% | Reduced |
| Capital Square, LLC | 38,242 | $2.82M | 2.61% | −935−2.4% | Reduced |
| Pensionfund DSM Netherlands | 36,800 | $2.85M | 1.93% | 00.0% | Unchanged |
| Bensler, LLC | 36,838 | $2.85M | 0.58% | +541+1.5% | Added |
| Utah Retirement Systems | 36,876 | $2.86M | 0.04% | +300+0.8% | Added |
| National Asset Management, Inc. | 36,864 | $2.89M | 0.08% | −1,486−3.9% | Reduced |
| D L Carlson Investment Group Inc | 37,969 | $2.94M | 0.67% | −4,154−9.9% | Reduced |
| Bahl & Gaynor Inc | 40,144 | $3.11M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 40,194 | $3.11M | 0.00% | −3,351−7.7% | Reduced |
| TriaGen Wealth Management LLC | 40,234 | $3.12M | 1.57% | −2,064−4.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,006 | $3.18M | 0.01% | −157,651−79.4% | Reduced |
| Presima Inc. | 41,550 | $3.22M | 0.91% | +350+0.8% | Added |
| Agf Management Ltd | 41,892 | $3.24M | 0.02% | −1,954−4.5% | Reduced |
| Prairiewood Capital, LLC | 42,205 | $3.27M | 2.22% | +15,721+59.4% | Added |
| Bramshill Investments, LLC | 43,524 | $3.37M | 0.40% | +782+1.8% | Added |
| Belpointe Asset Management LLC | 43,741 | $3.39M | 0.18% | −87−0.2% | Reduced |
| Nissay Asset Management Corp | 44,762 | $3.47M | 0.03% | +2,070+4.8% | Added |
| Tectonic Advisors LLC | 45,131 | $3.50M | 0.48% | +9,358+26.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45,434 | $3.52M | 0.05% | +5,800+14.6% | Added |
| KBC Group NV | 45,531 | $3.53M | 0.01% | −732−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 45,751 | $3.54M | 0.04% | +45,751 | New |
| Rench Wealth Management, Inc. | 46,026 | $3.56M | 1.71% | +810+1.8% | Added |
| Rock Point Advisors, LLC | 46,054 | $3.57M | 1.21% | −972−2.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,197 | $3.58M | 0.06% | +2,572+5.9% | Added |
| 1832 Asset Management L.P. | 46,336 | $3.59M | 0.01% | +1,182+2.6% | Added |
| XML Financial, LLC | 46,984 | $3.71M | 0.45% | +787+1.7% | Added |
| Avantax Advisory Services, Inc. | 48,152 | $3.73M | 0.05% | +575+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 48,295 | $3.74M | 1.90% | +112+0.2% | Added |
| Crawford Investment Counsel Inc | 48,345 | $3.74M | 0.08% | −47,359−49.5% | Reduced |
| Worldquant Millennium Advisors LLC | 48,884 | $3.79M | 0.07% | +48,884 | New |
| GSI Capital Advisors LLC | 49,511 | $3.83M | 2.36% | +9,499+23.7% | Added |
| Wellington Shields Capital Management, LLC | 49,572 | $3.84M | 0.46% | +100.0% | Added |
| Cyndeo Wealth Partners, LLC | 49,848 | $3.86M | 0.42% | +5,563+12.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 49,876 | $3.86M | 0.02% | +5,594+12.6% | Added |
| Aviva PLC | 50,043 | $3.88M | 0.02% | +3,535+7.6% | Added |
| USS Investment Management Ltd | 50,611 | $3.92M | 0.05% | +3,727+7.9% | Added |
| AE Wealth Management LLC | 50,721 | $3.93M | 0.03% | −4,055−7.4% | Reduced |
| CI Private Wealth, LLC | 50,877 | $3.94M | 0.01% | +7,487+17.3% | Added |
| Atria Wealth Solutions, Inc. | 50,486 | $3.96M | 0.06% | −2,175−4.1% | Reduced |
| Jane Street Group, LLC | 52,964 | $4.10M | 0.01% | +34,306+183.9% | Added |
| Forsta Ap-Fonden | 55,100 | $4.27M | 0.05% | −7,500−12.0% | Reduced |
| Two Sigma Investments, LP | 55,523 | $4.30M | 0.01% | +37,346+205.5% | Added |
| Inspirion Wealth Advisors, LLC | 55,881 | $4.33M | 0.87% | −1,543−2.7% | Reduced |
| Romano Brothers and Company | 55,885 | $4.33M | 0.67% | −2,100−3.6% | Reduced |
| Meritage Portfolio Management | 56,164 | $4.35M | 0.33% | +1,415+2.6% | Added |
| Cozad Asset Management Inc | 56,947 | $4.41M | 0.58% | +9,086+19.0% | Added |
| Hantz Financial Services, Inc. | 57,520 | $4.46M | 0.12% | +1,044+1.8% | Added |
| AdvisorNet Financial, Inc | 58,142 | $4.50M | 0.41% | +1,759+3.1% | Added |
| Janus Henderson Group PLC | 59,857 | $4.64M | 0.00% | +36,331+154.4% | Added |
| Arizona State Retirement System | 60,481 | $4.68M | 0.04% | +5,877+10.8% | Added |
| Korea Investment CORP | 63,452 | $4.91M | 0.01% | +2,348+3.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 63,569 | $4.92M | 0.26% | +1,107+1.8% | Added |
| Mercer Global Advisors Inc | 63,713 | $4.93M | 0.02% | +4,550+7.7% | Added |
| Colonial Trust Advisors | 64,109 | $4.97M | 0.58% | +801+1.3% | Added |
| Guardian Capital LP | 64,138 | $4.97M | 0.16% | −289−0.4% | Reduced |
| Van Eck Associates Corp | 64,198 | $4.97M | 0.01% | +8,223+14.7% | Added |
| BNP Paribas Arbitrage, SA | 66,230 | $5.13M | 0.01% | −28,682−30.2% | Reduced |
| Demars Financial Group, LLC | 66,655 | $5.16M | 2.85% | −1,916−2.8% | Reduced |
| Karpas Strategies, LLC | 67,385 | $5.22M | 1.84% | +229+0.3% | Added |
| Squarepoint Ops LLC | 68,237 | $5.28M | 0.04% | +68,237 | New |
| CIBC World Markets Corp | 68,429 | $5.30M | 0.09% | +1,371+2.0% | Added |
| Creative Planning | 69,453 | $5.38M | 0.01% | −523−0.7% | Reduced |
| Andra AP-fonden | 69,600 | $5.39M | 0.14% | −19,700−22.1% | Reduced |
| Private Advisor Group, LLC | 72,771 | $5.64M | 0.05% | −5,430−6.9% | Reduced |
| Blair William & Co | 72,899 | $5.65M | 0.02% | −265−0.4% | Reduced |
| Jump Financial, LLC | 73,754 | $5.71M | 0.23% | +73,754 | New |
| Te Ahumairangi Investment Management Ltd | 74,078 | $5.74M | 0.82% | +3,000+4.2% | Added |
| Standard Life Aberdeen plc | 74,312 | $5.76M | 0.01% | +19,200+34.8% | Added |
| Marshall Wace, LLP | 75,036 | $5.81M | 0.01% | +47,147+169.1% | Added |
| Macquarie Group Ltd | 75,375 | $5.87M | 0.01% | −4,792−6.0% | Reduced |
| Employees Retirement System of Texas | 76,500 | $5.92M | 0.09% | +10,000+15.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,797 | $6.03M | 0.03% | +6,219+8.7% | Added |
| EWG Elevate Inc. | 79,402 | $6.15M | 2.62% | −2,492−3.0% | Reduced |
| Daiwa Securities Group Inc. | 79,603 | $6.17M | 0.04% | +10,629+15.4% | Added |
| Sequoia Financial Advisors, LLC | 79,700 | $6.17M | 0.14% | +74,481+1,427.1% | Added |
| Sheets Smith Wealth Management | 80,057 | $6.20M | 0.95% | 00.0% | Unchanged |
| Toronto Dominion Bank | 80,392 | $6.22M | 0.01% | −1,195−1.5% | Reduced |