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 |
|---|---|---|---|---|---|
| Argent Trust Co | 16,838 | $1.30M | 0.08% | −64−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 16,837 | $1.30M | 0.19% | +104+0.6% | Added |
| Elo Mutual Pension Insurance Co | 16,687 | $1.29M | 0.04% | +1,822+12.3% | Added |
| Apollon Wealth Management, LLC | 16,571 | $1.28M | 0.08% | +5,806+53.9% | Added |
| Erste Asset Management GmbH | 16,300 | $1.27M | 0.02% | +5,000+44.2% | Added |
| Natixis Advisors, L.P. | 16,409 | $1.27M | 0.00% | +3,374+25.9% | Added |
| United Capital Financial Advisers, LLC | 16,334 | $1.27M | 0.01% | −4,649−22.2% | Reduced |
| Panagora Asset Management Inc | 16,274 | $1.26M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,211 | $1.26M | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 16,167 | $1.25M | 0.41% | −270−1.6% | Reduced |
| IHT Wealth Management, LLC | 16,150 | $1.25M | 0.07% | +221+1.4% | Added |
| Beacon Investment Advisory Services, Inc. | 16,067 | $1.24M | 0.06% | +748+4.9% | Added |
| Global Retirement Partners, LLC | 16,838 | $1.21M | 0.06% | +2,813+20.1% | Added |
| Founders Financial Alliance, LLC | 16,271 | $1.20M | 0.60% | −358−2.2% | Reduced |
| Texas Yale Capital Corp. | 15,481 | $1.20M | 0.06% | +60.0% | Added |
| GoalVest Advisory LLC | 15,469 | $1.20M | 0.70% | +1,239+8.7% | Added |
| Group One Trading, L.P. | 15,328 | $1.19M | 0.06% | +2,261+17.3% | Added |
| PFG Advisors | 15,145 | $1.17M | 0.10% | −463−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,119 | $1.17M | 0.02% | +5,764+61.6% | Added |
| Wellington Shields & Co., LLC | 15,031 | $1.16M | 0.26% | −602−3.9% | Reduced |
| Centaurus Financial, Inc. | 14,976 | $1.16M | 0.09% | −125−0.8% | Reduced |
| Monument Capital Management | 14,632 | $1.13M | 0.38% | −963−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 14,598 | $1.13M | 0.00% | +635+4.5% | Added |
| LGT Financial Advisors LLC | 14,512 | $1.12M | 2.09% | +80+0.6% | Added |
| Flagship Private Wealth, LLC | 14,496 | $1.12M | 1.00% | −1,452−9.1% | Reduced |
| Austin Private Wealth, LLC | 14,477 | $1.12M | 0.18% | −801−5.2% | Reduced |
| RMB Capital Management, LLC | 14,363 | $1.11M | 0.04% | 00.0% | Unchanged |
| AXA S.A. | 14,342 | $1.11M | 0.00% | +11,427+392.0% | Added |
| Perigon Wealth Management, LLC | 14,234 | $1.10M | 0.06% | −279−1.9% | Reduced |
| Private Trust Co NA | 14,146 | $1.10M | 0.15% | −1,481−9.5% | Reduced |
| Shell Asset Management Co | 14,139 | $1.09M | 0.05% | +1,728+13.9% | Added |
| CIC Wealth, LLC | 14,086 | $1.09M | 0.41% | −269−1.9% | Reduced |
| PEAK6 Investments LLC | 14,080 | $1.09M | 0.07% | +14,080 | New |
| Madison Wealth Management | 14,000 | $1.08M | 0.23% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,930 | $1.08M | 0.23% | +9,130+190.2% | Added |
| Raymond James Trust N.A. | 13,858 | $1.07M | 0.03% | +1,269+10.1% | Added |
| Ostrum Asset Management | 13,862 | $1.07M | 0.09% | +13,862 | New |
| Laraway Financial Inc | 13,717 | $1.06M | 1.08% | +16+0.1% | Added |
| C2C Wealth Management, LLC | 14,613 | $1.06M | 0.17% | 00.0% | Unchanged |
| Ted Buchan & Co | 13,487 | $1.04M | 0.87% | +310+2.4% | Added |
| Lockheed Martin Investment Management Co | 13,475 | $1.04M | 0.06% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 13,381 | $1.04M | 0.18% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,531 | $1.03M | 0.01% | −840−5.8% | Reduced |
| Aurora Private Wealth, Inc. | 13,262 | $1.03M | 1.09% | −1,520−10.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 13,200 | $1.02M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,166 | $1.02M | 0.03% | −1,188−8.3% | Reduced |
| J.W. Cole Advisors, Inc. | 13,156 | $1.02M | 0.07% | −141−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 13,065 | $1.01M | 0.10% | +13,065 | New |
| Stratos Wealth Partners, LTD. | 13,042 | $1.01M | 0.03% | −2,773−17.5% | Reduced |
| Quantinno Capital Management LP | 12,992 | $1.01M | 0.07% | +7,200+124.3% | Added |
| Jeppson Wealth Management, LLC | 12,942 | $1.00M | 0.44% | +1,506+13.2% | Added |
| Tower Research Capital LLC (TRC) | 12,896 | $999.0K | 0.03% | +5,020+63.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,862 | $996.2K | 0.02% | +157+1.2% | Added |
| D.A. Davidson & Co. | 12,679 | $981.9K | 0.01% | −110−0.9% | Reduced |
| Heirloom Wealth Management | 12,631 | $978.3K | 0.47% | −210−1.6% | Reduced |
| Stephens Inc | 12,499 | $968.1K | 0.02% | −993−7.4% | Reduced |
| Cerity Partners LLC | 12,468 | $965.9K | 0.00% | −246−1.9% | Reduced |
| Lincoln National Corp | 12,304 | $953.0K | 0.02% | −7,504−37.9% | Reduced |
| Focus Financial Network, Inc. | 11,909 | $935.1K | 0.06% | +513+4.5% | Added |
| Client 1st Advisory Group, LLC | 12,006 | $929.9K | 0.50% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,025 | $928.8K | 0.00% | +524+4.6% | Added |
| Vista Investment Management | 11,967 | $926.8K | 0.49% | −658−5.2% | Reduced |
| Howe & Rusling Inc | 11,899 | $921.6K | 0.11% | −11,884−50.0% | Reduced |
| Royal Fund Management, LLC | 11,893 | $921.1K | 0.14% | +448+3.9% | Added |
| MKT Advisors LLC | 12,130 | $903.3K | 0.67% | +14+0.1% | Added |
| Fiera Capital Corp | 11,631 | $900.8K | 0.00% | −2,575−18.1% | Reduced |
| Herbst Group, LLC | 11,600 | $898.4K | 0.63% | +100+0.9% | Added |
| Prudential PLC | 11,496 | $890.4K | 0.01% | −101−0.9% | Reduced |
| Cooper Financial Group | 11,461 | $887.7K | 0.24% | +173+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 11,430 | $885.3K | 0.00% | +3,642+46.8% | Added |
| Bessemer Group Inc | 11,295 | $875.0K | 0.00% | −3,940−25.9% | Reduced |
| Versor Investments LP | 11,287 | $874.2K | 0.11% | +6,600+140.8% | Added |
| Peddock Capital Advisors, LLC | 11,018 | $853.3K | 0.30% | +1,235+12.6% | Added |
| Wambolt & Associates, LLC | 11,066 | $844.0K | 0.30% | −114−1.0% | Reduced |
| Adams Wealth Management | 10,882 | $842.8K | 0.27% | +1,284+13.4% | Added |
| Clear Creek Financial Management, LLC | 10,645 | $824.4K | 0.16% | −896−7.8% | Reduced |
| Hudson Portfolio Management LLC | 10,607 | $821.5K | 0.92% | −170−1.6% | Reduced |
| Money Concepts Capital Corp | 10,482 | $817.4K | 0.05% | −2,977−22.1% | Reduced |
| Prudent Man Advisors, LLC | 10,515 | $814.0K | 0.32% | −162−1.5% | Reduced |
| Wolverine Trading, LLC | 10,543 | $813.0K | 0.02% | +10,543 | New |
| Liberty One Investment Management, LLC | 10,487 | $812.2K | 0.11% | −102−1.0% | Reduced |
| Yousif Capital Management, LLC | 10,467 | $810.7K | 0.01% | +70+0.7% | Added |
| Old Port Advisors | 10,982 | $809.3K | 0.29% | −37−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 10,448 | $809.2K | 0.34% | +1,213+13.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $805.5K | 0.24% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $801.6K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 10,710 | $799.0K | 0.43% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,228 | $792.2K | 0.03% | −116−1.1% | Reduced |
| Norinchukin Bank, The | 10,127 | $784.3K | 0.02% | +2,154+27.0% | Added |
| Thoroughbred Financial Services, LLC | 10,101 | $782.0K | 0.12% | +731+7.8% | Added |
| Little House Capital LLC | 10,074 | $780.3K | 0.37% | −5,340−34.6% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 9,990 | $773.7K | 0.46% | +1,423+16.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 9,857 | $763.4K | 0.08% | +145+1.5% | Added |
| Pinnacle Financial Partners Inc | 9,850 | $762.9K | 0.02% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 9,800 | $759.0K | 0.26% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 10,182 | $755.5K | 0.44% | +340+3.5% | Added |
| JustInvest LLC | 9,738 | $754.2K | 0.03% | +399+4.3% | Added |
| Virtu Financial LLC | 9,670 | $749.0K | 0.08% | +9,670 | New |
| First National Trust Co | 9,628 | $745.7K | 0.04% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 9,233 | $724.9K | 0.25% | +2,463+36.4% | Added |