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 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 43,524 | $3.37M | 0.40% | +782+1.8% | Added |
| Prairiewood Capital, LLC | 42,205 | $3.27M | 2.22% | +15,721+59.4% | Added |
| Agf Management Ltd | 41,892 | $3.24M | 0.02% | −1,954−4.5% | Reduced |
| Presima Inc. | 41,550 | $3.22M | 0.91% | +350+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,006 | $3.18M | 0.01% | −157,651−79.4% | Reduced |
| TriaGen Wealth Management LLC | 40,234 | $3.12M | 1.57% | −2,064−4.9% | Reduced |
| The PNC Financial Services Group, Inc. | 40,194 | $3.11M | 0.00% | −3,351−7.7% | Reduced |
| Bahl & Gaynor Inc | 40,144 | $3.11M | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 37,969 | $2.94M | 0.67% | −4,154−9.9% | Reduced |
| National Asset Management, Inc. | 36,864 | $2.89M | 0.08% | −1,486−3.9% | Reduced |
| Utah Retirement Systems | 36,876 | $2.86M | 0.04% | +300+0.8% | Added |
| Bensler, LLC | 36,838 | $2.85M | 0.58% | +541+1.5% | Added |
| Pensionfund DSM Netherlands | 36,800 | $2.85M | 1.93% | 00.0% | Unchanged |
| Capital Square, LLC | 38,242 | $2.82M | 2.61% | −935−2.4% | Reduced |
| Hilltop Partners LLC | 36,391 | $2.82M | 1.27% | −74−0.2% | Reduced |
| IFM Investors Pty Ltd | 36,088 | $2.80M | 0.04% | +1,780+5.2% | Added |
| Gradient Capital Advisors, LLC | 35,783 | $2.77M | 1.18% | +1,505+4.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,633 | $2.76M | 0.02% | +1,564+4.6% | Added |
| Baird Financial Group, Inc. | 35,399 | $2.74M | 0.01% | −45−0.1% | Reduced |
| Holocene Advisors, LP | 35,344 | $2.74M | 0.01% | +9,869+38.7% | Added |
| TFG Advisers LLC | 34,471 | $2.67M | 1.29% | +550+1.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.66M | 2.04% | 00.0% | Unchanged |
| Weaver Consulting Group | 34,024 | $2.64M | 1.21% | −552−1.6% | Reduced |
| Paradiem, LLC | 33,896 | $2.63M | 0.82% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 32,744 | $2.54M | 0.08% | +3,169+10.7% | Added |
| Pensionfund Sabic | 32,704 | $2.53M | 0.88% | −1,500−4.4% | Reduced |
| Investmark Advisory Group LLC | 31,718 | $2.46M | 1.80% | +2,031+6.8% | Added |
| Ascent Group, LLC | 31,231 | $2.42M | 0.26% | +2,804+9.9% | Added |
| SeaBridge Investment Advisors LLC | 31,165 | $2.41M | 0.84% | −1,523−4.7% | Reduced |
| Vestcor Inc | 31,140 | $2.41M | 0.09% | +9,517+44.0% | Added |
| M&T Bank Corp | 30,596 | $2.37M | 0.01% | +1,319+4.5% | Added |
| Spirit of America Management Corp | 30,450 | $2.36M | 0.53% | −1,040−3.3% | Reduced |
| CWM Advisors, LLC | 30,295 | $2.35M | 0.30% | +3,422+12.7% | Added |
| DnB Asset Management AS | 30,122 | $2.33M | 0.01% | +1,291+4.5% | Added |
| Stratos Wealth Advisors, LLC | 29,455 | $2.28M | 0.18% | +3,090+11.7% | Added |
| Pathway Financial Advisers, LLC | 29,244 | $2.27M | 0.91% | +1,921+7.0% | Added |
| US Bancorp | 28,948 | $2.24M | 0.00% | +788+2.8% | Added |
| Truvestments Capital LLC | 28,948 | $2.24M | 1.19% | +2,367+8.9% | Added |
| Voya Investment Management LLC | 28,626 | $2.22M | 0.00% | +793+2.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 28,148 | $2.18M | 0.08% | +2,386+9.3% | Added |
| Wealthcare Advisory Partners LLC | 28,076 | $2.17M | 0.09% | +4,958+21.4% | Added |
| Integrated Wealth Concepts LLC | 27,969 | $2.17M | 0.04% | +10,699+62.0% | Added |
| Excalibur Management Corp | 27,553 | $2.13M | 1.11% | −635−2.3% | Reduced |
| SG Americas Securities, LLC | 27,528 | $2.13M | 0.03% | −7,273−20.9% | Reduced |
| Gulf International Bank (UK) Ltd | 27,303 | $2.11M | 0.04% | −5,175−15.9% | Reduced |
| AQR Capital Management LLC | 27,351 | $2.11M | 0.00% | −22,331−44.9% | Reduced |
| Morse Asset Management, Inc | 27,275 | $2.11M | 0.71% | +35+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 26,338 | $2.07M | 0.16% | −274−1.0% | Reduced |
| Herold Advisors, Inc. | 26,679 | $2.07M | 0.71% | −1,862−6.5% | Reduced |
| Moors & Cabot, Inc. | 26,454 | $2.05M | 0.14% | −80−0.3% | Reduced |
| Independent Financial Group, LLC | 26,290 | $2.04M | 0.16% | +3,618+16.0% | Added |
| Lakeview Capital Partners, LLC | 28,202 | $2.02M | 0.63% | −654−2.3% | Reduced |
| FORA Capital, LLC | 26,072 | $2.02M | 0.20% | +26,072 | New |
| Public Sector Pension Investment Board | 25,511 | $1.98M | 0.01% | +4,817+23.3% | Added |
| Griffin Asset Management, Inc. | 25,279 | $1.96M | 0.27% | +275+1.1% | Added |
| Wealthstar Advisors, LLC | 25,253 | $1.96M | 0.83% | −45−0.2% | Reduced |
| Two Sigma Securities, LLC | 24,984 | $1.94M | 0.16% | +21,036+532.8% | Added |
| Wealthfront Advisers LLC | 24,854 | $1.92M | 0.01% | +1,767+7.7% | Added |
| Associated Banc-Corp | 24,800 | $1.92M | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 24,671 | $1.91M | 0.01% | +1,660+7.2% | Added |
| Community Capital Management, Inc. | 24,650 | $1.91M | 2.51% | 00.0% | Unchanged |
| Atria Investments LLC | 24,613 | $1.91M | 0.04% | +963+4.1% | Added |
| Horan Capital Advisors, LLC. | 24,418 | $1.89M | 0.78% | −160−0.7% | Reduced |
| South Dakota Investment Council | 24,234 | $1.88M | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23,999 | $1.86M | 0.11% | −3,882−13.9% | Reduced |
| Mackenzie Financial Corp | 23,843 | $1.85M | 0.00% | +4,205+21.4% | Added |
| Total Clarity Wealth Management, Inc. | 23,180 | $1.80M | 0.97% | +1,735+8.1% | Added |
| Candriam Luxembourg S.C.A. | 25,081 | $1.79M | 0.01% | −38,838−60.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 22,892 | $1.77M | 0.09% | +22,892 | New |
| Mountain Capital Investment Advisors, Inc | 24,303 | $1.76M | 0.77% | −746−3.0% | Reduced |
| TownSquare Capital, LLC | 22,493 | $1.74M | 0.04% | −1,245−5.2% | Reduced |
| DFPG Investments, LLC | 22,215 | $1.72M | 0.18% | +10,822+95.0% | Added |
| M Holdings Securities, Inc. | 22,042 | $1.71M | 0.18% | −10,999−33.3% | Reduced |
| RB Capital Management, LLC | 21,826 | $1.69M | 0.55% | +314+1.5% | Added |
| Jag Capital Management, LLC | 21,746 | $1.68M | 0.22% | +723+3.4% | Added |
| D.B. Root & Company, LLC | 21,698 | $1.68M | 0.66% | +27+0.1% | Added |
| Westpac Banking Corp | 21,563 | $1.67M | 0.02% | +5,319+32.7% | Added |
| Colonial Trust Co | 21,474 | $1.66M | 0.42% | +210+1.0% | Added |
| V Wealth Advisors LLC | 21,414 | $1.66M | 0.31% | −3,291−13.3% | Reduced |
| Amalgamated Bank | 21,157 | $1.64M | 0.01% | +186+0.9% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.64M | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,999 | $1.63M | 0.13% | +433+2.1% | Added |
| Equitable Holdings, Inc. | 20,917 | $1.62M | 0.03% | +2,696+14.8% | Added |
| Principal Financial Group Inc | 20,876 | $1.62M | 0.00% | +1,125+5.7% | Added |
| Mission Creek Capital Partners, Inc. | 20,255 | $1.57M | 0.53% | +2,715+15.5% | Added |
| EP Wealth Advisors, LLC | 24,211 | $1.57M | 0.03% | +12,961+115.2% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.52M | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,145 | $1.48M | 0.09% | +19,145 | New |
| Independent Advisor Alliance | 19,115 | $1.48M | 0.07% | −314−1.6% | Reduced |
| Schroder Investment Management Group | 19,082 | $1.48M | 0.00% | −4,219−18.1% | Reduced |
| FLC Capital Advisors | 18,809 | $1.46M | 0.45% | −1,379−6.8% | Reduced |
| Paradigm Financial Partners, LLC | 18,778 | $1.45M | 0.39% | −343−1.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,620 | $1.44M | 1.04% | −350−1.8% | Reduced |
| British Columbia Investment Management Corp | 18,524 | $1.43M | 0.01% | +1,545+9.1% | Added |
| CWM, LLC | 18,365 | $1.42M | 0.01% | −897−4.7% | Reduced |
| Sigma Planning Corp | 18,298 | $1.42M | 0.05% | −1,083−5.6% | Reduced |
| SRS Capital Advisors, Inc. | 17,822 | $1.38M | 0.18% | +107+0.6% | Added |
| HBW Advisory Services LLC | 17,544 | $1.36M | 0.34% | +2,810+19.1% | Added |
| Intech Investment Management LLC | 17,232 | $1.33M | 0.01% | +1,710+11.0% | Added |
| Alpha Omega Wealth Management LLC | 17,215 | $1.33M | 0.23% | −344−2.0% | Reduced |