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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 121,148 | $9.38M | 0.04% | +3,015+2.6% | Added |
| Treasurer of the State of North Carolina | 120,053 | $9.30M | 0.05% | +7,150+6.3% | Added |
| Private Capital Advisors, Inc. | 119,641 | $9.27M | 1.75% | −24,182−16.8% | Reduced |
| Allworth Financial LP | 117,716 | $9.12M | 0.09% | +3,395+3.0% | Added |
| Verdence Capital Advisors LLC | 117,091 | $9.07M | 1.10% | +110.0% | Added |
| Victory Capital Management Inc | 115,233 | $8.92M | 0.01% | +475+0.4% | Added |
| Morgan Dempsey Capital Management LLC | 113,628 | $8.80M | 2.38% | +2,633+2.4% | Added |
| Cetera Advisors LLC | 112,112 | $8.68M | 0.14% | −12,797−10.2% | Reduced |
| State of New Jersey Common Pension Fund D | 110,797 | $8.58M | 0.03% | +14,395+14.9% | Added |
| State of Wisconsin Investment Board | 110,277 | $8.54M | 0.03% | +36,667+49.8% | Added |
| D. E. Shaw & Co., Inc. | 109,733 | $8.50M | 0.01% | −43,716−28.5% | Reduced |
| Aew Capital Management L P | 108,780 | $8.43M | 0.31% | +26,420+32.1% | Added |
| Pictet Asset Management SA | 108,479 | $8.40M | 0.01% | −22,633−17.3% | Reduced |
| Hoylecohen, LLC | 106,541 | $8.25M | 0.77% | +1,905+1.8% | Added |
| Gateway Investment Advisers LLC | 105,732 | $8.19M | 0.10% | −1,588−1.5% | Reduced |
| Cetera Investment Advisers | 104,260 | $8.07M | 0.07% | +785+0.8% | Added |
| Stifel Financial Corp | 99,855 | $7.73M | 0.01% | −68,318−40.6% | Reduced |
| First Republic Investment Management, Inc. | 99,816 | $7.73M | 0.02% | +14,167+16.5% | Added |
| Exchange Traded Concepts, LLC | 98,937 | $7.66M | 0.21% | +1,447+1.5% | Added |
| Ensign Peak Advisors, Inc | 95,040 | $7.36M | 0.02% | +21,485+29.2% | Added |
| Sonora Investment Management Group, LLC | 94,143 | $7.29M | 0.64% | +7,209+8.3% | Added |
| Teacher Retirement System of Texas | 93,569 | $7.25M | 0.05% | +52,122+125.8% | Added |
| Citadel Advisors LLC | 92,935 | $7.20M | 0.01% | +41,222+79.7% | Added |
| Advocate Group LLC | 92,070 | $7.13M | 1.56% | +1,593+1.8% | Added |
| FMR LLC | 91,342 | $7.07M | 0.00% | +12,165+15.4% | Added |
| Thrivent Financial for Lutherans | 91,280 | $7.07M | 0.02% | +61,366+205.1% | Added |
| First Trust Advisors LP | 88,674 | $6.87M | 0.01% | +59,175+200.6% | Added |
| SOA Wealth Advisors, LLC. | 88,626 | $6.86M | 1.69% | −40.0% | Reduced |
| Beacon Pointe Advisors, LLC | 87,876 | $6.81M | 0.12% | +27,173+44.8% | Added |
| Nicholas Company, Inc. | 87,475 | $6.77M | 0.14% | +400.0% | Added |
| Nisa Investment Advisors, LLC | 87,280 | $6.76M | 0.05% | +9,345+12.0% | Added |
| Mariner, LLC | 85,766 | $6.64M | 0.02% | −2,153−2.4% | Reduced |
| Cetera Advisor Networks LLC | 85,642 | $6.63M | 0.05% | +4,638+5.7% | Added |
| Royal London Asset Management Ltd | 85,240 | $6.60M | 0.03% | +1,268+1.5% | Added |
| Mutual Advisors, LLC | 83,716 | $6.48M | 0.27% | −199−0.2% | Reduced |
| NewSquare Capital LLC | 82,064 | $6.36M | 0.75% | +6,259+8.3% | Added |
| Illinois Municipal Retirement Fund | 81,006 | $6.27M | 0.13% | −35,867−30.7% | Reduced |
| Oak Harvest Investment Services | 80,842 | $6.26M | 1.44% | +1,602+2.0% | Added |
| Toronto Dominion Bank | 80,392 | $6.22M | 0.01% | −1,195−1.5% | Reduced |
| Sheets Smith Wealth Management | 80,057 | $6.20M | 0.95% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 79,700 | $6.17M | 0.14% | +74,481+1,427.1% | Added |
| Daiwa Securities Group Inc. | 79,603 | $6.17M | 0.04% | +10,629+15.4% | Added |
| EWG Elevate Inc. | 79,402 | $6.15M | 2.62% | −2,492−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,797 | $6.03M | 0.03% | +6,219+8.7% | Added |
| Employees Retirement System of Texas | 76,500 | $5.92M | 0.09% | +10,000+15.0% | Added |
| Macquarie Group Ltd | 75,375 | $5.87M | 0.01% | −4,792−6.0% | Reduced |
| Marshall Wace, LLP | 75,036 | $5.81M | 0.01% | +47,147+169.1% | Added |
| Standard Life Aberdeen plc | 74,312 | $5.76M | 0.01% | +19,200+34.8% | Added |
| Te Ahumairangi Investment Management Ltd | 74,078 | $5.74M | 0.82% | +3,000+4.2% | Added |
| Jump Financial, LLC | 73,754 | $5.71M | 0.23% | +73,754 | New |
| Blair William & Co | 72,899 | $5.65M | 0.02% | −265−0.4% | Reduced |
| Private Advisor Group, LLC | 72,771 | $5.64M | 0.05% | −5,430−6.9% | Reduced |
| Andra AP-fonden | 69,600 | $5.39M | 0.14% | −19,700−22.1% | Reduced |
| Creative Planning | 69,453 | $5.38M | 0.01% | −523−0.7% | Reduced |
| CIBC World Markets Corp | 68,429 | $5.30M | 0.09% | +1,371+2.0% | Added |
| Squarepoint Ops LLC | 68,237 | $5.28M | 0.04% | +68,237 | New |
| Karpas Strategies, LLC | 67,385 | $5.22M | 1.84% | +229+0.3% | Added |
| Demars Financial Group, LLC | 66,655 | $5.16M | 2.85% | −1,916−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 66,230 | $5.13M | 0.01% | −28,682−30.2% | Reduced |
| Van Eck Associates Corp | 64,198 | $4.97M | 0.01% | +8,223+14.7% | Added |
| Guardian Capital LP | 64,138 | $4.97M | 0.16% | −289−0.4% | Reduced |
| Colonial Trust Advisors | 64,109 | $4.97M | 0.58% | +801+1.3% | Added |
| Mercer Global Advisors Inc | 63,713 | $4.93M | 0.02% | +4,550+7.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 63,569 | $4.92M | 0.26% | +1,107+1.8% | Added |
| Korea Investment CORP | 63,452 | $4.91M | 0.01% | +2,348+3.8% | Added |
| Arizona State Retirement System | 60,481 | $4.68M | 0.04% | +5,877+10.8% | Added |
| Janus Henderson Group PLC | 59,857 | $4.64M | 0.00% | +36,331+154.4% | Added |
| AdvisorNet Financial, Inc | 58,142 | $4.50M | 0.41% | +1,759+3.1% | Added |
| Hantz Financial Services, Inc. | 57,520 | $4.46M | 0.12% | +1,044+1.8% | Added |
| Cozad Asset Management Inc | 56,947 | $4.41M | 0.58% | +9,086+19.0% | Added |
| Meritage Portfolio Management | 56,164 | $4.35M | 0.33% | +1,415+2.6% | Added |
| Romano Brothers and Company | 55,885 | $4.33M | 0.67% | −2,100−3.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 55,881 | $4.33M | 0.87% | −1,543−2.7% | Reduced |
| Two Sigma Investments, LP | 55,523 | $4.30M | 0.01% | +37,346+205.5% | Added |
| Forsta Ap-Fonden | 55,100 | $4.27M | 0.05% | −7,500−12.0% | Reduced |
| Jane Street Group, LLC | 52,964 | $4.10M | 0.01% | +34,306+183.9% | Added |
| Atria Wealth Solutions, Inc. | 50,486 | $3.96M | 0.06% | −2,175−4.1% | Reduced |
| CI Private Wealth, LLC | 50,877 | $3.94M | 0.01% | +7,487+17.3% | Added |
| AE Wealth Management LLC | 50,721 | $3.93M | 0.03% | −4,055−7.4% | Reduced |
| USS Investment Management Ltd | 50,611 | $3.92M | 0.05% | +3,727+7.9% | Added |
| Aviva PLC | 50,043 | $3.88M | 0.02% | +3,535+7.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 49,876 | $3.86M | 0.02% | +5,594+12.6% | Added |
| Cyndeo Wealth Partners, LLC | 49,848 | $3.86M | 0.42% | +5,563+12.6% | Added |
| Wellington Shields Capital Management, LLC | 49,572 | $3.84M | 0.46% | +100.0% | Added |
| GSI Capital Advisors LLC | 49,511 | $3.83M | 2.36% | +9,499+23.7% | Added |
| Worldquant Millennium Advisors LLC | 48,884 | $3.79M | 0.07% | +48,884 | New |
| Crawford Investment Counsel Inc | 48,345 | $3.74M | 0.08% | −47,359−49.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 48,295 | $3.74M | 1.90% | +112+0.2% | Added |
| Avantax Advisory Services, Inc. | 48,152 | $3.73M | 0.05% | +575+1.2% | Added |
| XML Financial, LLC | 46,984 | $3.71M | 0.45% | +787+1.7% | Added |
| 1832 Asset Management L.P. | 46,336 | $3.59M | 0.01% | +1,182+2.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,197 | $3.58M | 0.06% | +2,572+5.9% | Added |
| Rock Point Advisors, LLC | 46,054 | $3.57M | 1.21% | −972−2.1% | Reduced |
| Rench Wealth Management, Inc. | 46,026 | $3.56M | 1.71% | +810+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,751 | $3.54M | 0.04% | +45,751 | New |
| KBC Group NV | 45,531 | $3.53M | 0.01% | −732−1.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45,434 | $3.52M | 0.05% | +5,800+14.6% | Added |
| Tectonic Advisors LLC | 45,131 | $3.50M | 0.48% | +9,358+26.2% | Added |
| Nissay Asset Management Corp | 44,762 | $3.47M | 0.03% | +2,070+4.8% | Added |
| Belpointe Asset Management LLC | 43,741 | $3.39M | 0.18% | −87−0.2% | Reduced |