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Livermore
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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.

Institutional holdersQ1 2023: 838 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ1 2023: $10.6B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Insight Wealth Partners, LLC9,242$715.8K0.65%−590−6.0%Reduced
Manufacturers Life Insurance Company, The9,234$715.2K0.00%+703+8.2%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,181$711.1K0.03%+552+6.4%Added
Arbor Capital Management Inc9,465$706.2K0.57%+143+1.5%Added
Boston Financial Mangement LLC9,030$699.4K0.03%+810+9.9%Added
McGlone Suttner Wealth Management, Inc.9,002$697.3K0.18%−129−1.4%Reduced
E. Ohman J:or Asset Management AB9,000$697.0K0.03%00.0%Unchanged
Fox Run Management, L.L.C.8,854$685.7K0.22%+8,854New
Guyasuta Investment Advisors Inc8,848$685.3K0.05%00.0%Unchanged
Capital Investment Advisory Services, LLC8,848$685.3K0.08%−1,017−10.3%Reduced
Bank of Nova Scotia8,766$678.9K0.00%−1,134−11.5%Reduced
First Manhattan Co8,700$673.8K0.00%−44−0.5%Reduced
Per Stirling Capital Management, LLC.8,682$672.4K0.15%−1,865−17.7%Reduced
Dynamic Technology Lab Private Ltd8,669$671.0K0.06%+8,669New
Dudley Capital Management, LLC8,600$666.1K0.47%00.0%Unchanged
RFG Advisory, LLC8,544$661.7K0.03%−680−7.4%Reduced
Kovack Advisors, Inc.8,397$650.4K0.09%−694−7.6%Reduced
Axxcess Wealth Management, LLC8,378$648.9K0.05%−11−0.1%Reduced
Evergreen Capital Management LLC8,280$648.9K0.03%+10.0%Added
Family Legacy, Inc.8,339$645.9K0.28%+434+5.5%Added
Assetmark, Inc8,311$643.7K0.00%+365+4.6%Added
TD Private Client Wealth LLC8,265$640.1K0.03%+37+0.4%Added
Landmark Financial Advisors, LLC8,253$639.2K0.28%00.0%Unchanged
Wealthspan Partners, LLC8,225$637.0K0.54%+65+0.8%Added
Berger Financial Group, Inc8,204$635.4K0.08%−3,436−29.5%Reduced
Ayrshire Capital Management LLC8,148$631.1K0.43%−171−2.1%Reduced
Granite Bay Wealth Management, LLC7,939$615.0K0.43%−266−3.2%Reduced
360 Financial, Inc.7,927$613.9K0.32%+2,845+56.0%Added
Optimum Investment Advisors7,907$612.4K0.32%00.0%Unchanged
Credential Qtrade Securities Inc.7,888$610.9K0.04%+195+2.5%Added
Campbell Wealth Management7,856$608.0K0.08%00.0%Unchanged
Daymark Wealth Partners, LLC7,777$602.3K0.08%00.0%Unchanged
Archer Investment Corp7,553$599.6K0.22%00.0%Unchanged
Insight 2811, Inc.7,701$596.4K0.37%−250−3.1%Reduced
Columbia Asset Management7,655$593.0K0.13%−575−7.0%Reduced
We Are One Seven, LLC7,606$589.1K0.04%−29−0.4%Reduced
Resources Investment Advisors, LLC.7,514$581.9K0.01%+621+9.0%Added
Bleakley Financial Group, LLC7,498$580.7K0.02%−1,041−12.2%Reduced
Sawtooth Solutions, LLC7,498$580.7K0.02%+774+11.5%Added
Penserra Capital Management LLC7,496$579.0K0.01%+1,218+19.4%Added
Wetherby Asset Management Inc7,467$578.3K0.03%+1,671+28.8%Added
UMA Financial Services, Inc.7,977$577.5K0.15%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.7,426$575.2K0.48%+10+0.1%Added
Bridgewater Associates, LP7,417$574.4K0.00%+7,417New
Xponance, Inc.7,370$570.8K0.01%+134+1.9%Added
Boston Private Wealth LLC7,297$565.1K0.01%−1,334−15.5%Reduced
CIBC Asset Management Inc7,267$562.8K0.00%+922+14.5%Added
Avidian Wealth Solutions, LLC7,228$559.8K0.03%+1,595+28.3%Added
Empower Advisory Group, LLC7,331$559.1K0.00%+7,331New
Lumature Wealth Partners, LLC7,200$557.6K0.31%00.0%Unchanged
Ameritas Advisory Services, LLC7,229$556.9K0.03%−4,955−40.7%Reduced
Glenmede Trust Co NA7,123$551.7K0.00%+493+7.4%Added
Western Wealth Management, LLC7,078$548.2K0.05%−2,187−23.6%Reduced
Syntegra Private Wealth Group, LLC7,072$547.7K0.10%−1,288−15.4%Reduced
Resources Management Corp17,800$546.0K0.11%+17,780+88,900.0%Added
Concord Wealth Partners7,045$545.6K0.15%−1,503−17.6%Reduced
Symphony Financial, Ltd. Co.7,038$542.6K0.14%+17+0.2%Added
Madden Securities Corp7,000$542.1K0.29%−100−1.4%Reduced
Philadelphia Trust Co7,000$542.0K0.06%00.0%Unchanged
Allen Capital Group, LLC6,998$542.0K0.10%+6,998New
Crestwood Advisors Group LLC6,985$541.0K0.02%−500−6.7%Reduced
Benjamin F. Edwards & Company, Inc.6,964$539.0K0.02%−801−10.3%Reduced
Nvest Financial, LLC6,936$537.2K0.56%+6,936New
Achmea Investment Management B.V.6,891$533.0K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC6,872$532.3K0.11%+6,872New
Cullen Capital Management LLC6,815$527.8K0.00%00.0%Unchanged
Capital Investment Advisors, LLC6,759$523.5K0.02%+967+16.7%Added
Virtue Capital Management, LLC7,280$523.5K0.09%+162+2.3%Added
Highlander Capital Management, LLC6,725$521.0K0.26%00.0%Unchanged
Tudor Investment Corp Et Al6,725$521.0K0.01%+6,725New
Sovereign Financial Group, Inc.6,707$519.5K0.19%00.0%Unchanged
LexAurum Advisors, LLC6,706$519.4K0.17%−30.0%Reduced
Bridgefront Capital, LLC6,676$517.1K0.32%+1,880+39.2%Added
Cubist Systematic Strategies, LLC6,665$516.2K0.00%−476−6.7%Reduced
Ethic Inc.6,656$515.5K0.02%−758−10.2%Reduced
Mirador Capital Partners LP6,635$513.9K0.12%−269−3.9%Reduced
Procyon Private Wealth Partners, LLC6,619$512.6K0.09%−99−1.5%Reduced
AlphaStar Capital Management, LLC6,578$512.0K0.04%+2,899+78.8%Added
Gallacher Capital Management LLC6,517$504.8K0.30%+1,012+18.4%Added
Metropolitan Life Insurance Co6,494$503.0K0.03%+53+0.8%Added
Quantbot Technologies LP6,480$501.9K0.04%−19,594−75.1%Reduced
Fisher Asset Management, LLC6,474$501.5K0.00%+395+6.5%Added
Redwood Financial Network Corp6,424$497.5K0.51%+764+13.5%Added
Avion Wealth6,370$497.0K0.14%+6+0.1%Added
Kaizen Financial Strategies6,381$494.2K0.49%+80+1.3%Added
Round Rock Advisors, LLC6,379$494.1K0.19%00.0%Unchanged
Patton Albertson Miller Group, LLC6,364$492.9K0.09%−375−5.6%Reduced
Lazard Asset Management LLC6,363$492.0K0.00%+299+4.9%Added
Kerntke Otto McGlone Wealth Management Group6,345$491.0K0.51%+80+1.3%Added
Brookstone Capital Management6,726$488.2K0.01%+1,118+19.9%Added
SageView Advisory Group, LLC6,230$482.5K0.03%+832+15.4%Added
Transatlantique Private Wealth LLC6,208$480.8K0.27%+175+2.9%Added
Kathmere Capital Management, LLC6,193$479.6K0.08%−2,890−31.8%Reduced
Atomi Financial Group, Inc.6,158$477.0K0.27%+6,158New
APG Asset Management N.V.6,657$474.6K0.00%−11,731−63.8%Reduced
DuPont Capital Management Corp6,071$470.2K0.02%−12,223−66.8%Reduced
Matisse Capital6,063$469.6K0.30%+6,063New
Global Wealth Management Investment Advisory, Inc.6,060$469.3K0.14%+312+5.4%Added
Ignite Planners, LLC6,290$469.3K0.19%+235+3.9%Added
International Assets Investment Management, LLC6,059$469.3K0.07%−4,125−40.5%Reduced