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 |
|---|---|---|---|---|---|
| Benedetti & Gucer, Inc. | 6,024 | $467.0K | 0.27% | −1,278−17.5% | Reduced |
| Knott David M Jr | 6,000 | $465.0K | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,925 | $463.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,973 | $462.6K | 0.05% | −139−2.3% | Reduced |
| True North Advisors, LLC | 5,939 | $460.0K | 0.14% | +5,939 | New |
| Samalin Investment Counsel, LLC | 5,920 | $458.5K | 0.28% | +1,754+42.1% | Added |
| MAI Capital Management | 5,848 | $452.9K | 0.01% | −1,555−21.0% | Reduced |
| Naples Global Advisors, LLC | 5,750 | $451.3K | 0.06% | +175+3.1% | Added |
| Carret Asset Management, LLC | 5,824 | $451.0K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 5,782 | $447.8K | 0.01% | −1,902−24.8% | Reduced |
| Widmann Financial Services, Inc. | 5,718 | $442.8K | 0.45% | +334+6.2% | Added |
| Alberta Investment Management Corp | 5,700 | $441.5K | 0.00% | +5,700 | New |
| All Season Financial Advisors, Inc. | 5,651 | $437.7K | 0.40% | −3,306−36.9% | Reduced |
| Jackson Wealth Management, LLC | 5,633 | $436.3K | 0.33% | +5,633 | New |
| Teamwork Financial Advisors, LLC | 5,551 | $429.9K | 0.08% | −846−13.2% | Reduced |
| New England Research & Management, Inc. | 5,537 | $429.0K | 0.25% | −400−6.7% | Reduced |
| DF Dent & Co Inc | 5,534 | $428.6K | 0.01% | −730−11.7% | Reduced |
| Walleye Trading LLC | 5,478 | $424.3K | 0.02% | +5,478 | New |
| L.M. Kohn & Company | 5,461 | $423.0K | 0.18% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,458 | $422.7K | 0.02% | +56+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,416 | $419.5K | 0.05% | +5,416 | New |
| Kingsview Wealth Management, LLC | 5,388 | $417.3K | 0.02% | +1,712+46.6% | Added |
| Valeo Financial Advisors, LLC | 5,386 | $417.2K | 0.02% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,357 | $414.9K | 0.33% | −23−0.4% | Reduced |
| First Heartland Consultants, Inc. | 5,313 | $411.5K | 0.06% | −828−13.5% | Reduced |
| Colony Group LLC | 5,293 | $410.0K | 0.01% | +24+0.5% | Added |
| Lido Advisors, LLC | 5,292 | $409.8K | 0.01% | +166+3.2% | Added |
| Flagship Harbor Advisors, LLC | 5,226 | $404.7K | 0.04% | −143−2.7% | Reduced |
| David R. Rahn & Associates Inc. | 5,223 | $404.5K | 0.21% | +56+1.1% | Added |
| Regions Financial Corp | 5,143 | $399.0K | 0.00% | −828−13.9% | Reduced |
| Kowal Investment Group, LLC | 5,100 | $395.0K | 0.11% | +537+11.8% | Added |
| H&H Retirement Design & Management INC | 5,454 | $394.5K | 0.25% | −176−3.1% | Reduced |
| MV Capital Management, Inc. | 5,083 | $393.7K | 0.06% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $392.6K | 0.15% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,067 | $392.4K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,058 | $391.7K | 0.19% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5,054 | $391.5K | 0.19% | +20.0% | Added |
| Cornerstone Wealth Group, LLC | 5,029 | $389.5K | 0.07% | −30−0.6% | Reduced |
| Basepoint Wealth LLC | 5,011 | $388.1K | 0.32% | +64+1.3% | Added |
| Gilbert & Cook, Inc. | 4,883 | $378.2K | 0.07% | +58+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 4,882 | $378.1K | 0.07% | +196+4.2% | Added |
| Chapin Davis, Inc. | 4,873 | $377.4K | 0.20% | +10.0% | Added |
| HBK Sorce Advisory LLC | 4,840 | $374.9K | 0.02% | +4,840 | New |
| PFG Investments, LLC | 4,833 | $374.4K | 0.08% | +4,833 | New |
| Harbour Investments, Inc. | 4,811 | $372.6K | 0.02% | −37−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,810 | $372.5K | 0.05% | −89−1.8% | Reduced |
| Diligent Investors, LLC | 4,779 | $370.2K | 0.11% | +9+0.2% | Added |
| Mitchell Sinkler & Starr | 4,750 | $367.9K | 0.11% | +820+20.9% | Added |
| Joel Isaacson & Co., LLC | 4,735 | $366.7K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,728 | $366.2K | 0.00% | +485+11.4% | Added |
| Arkadios Wealth Advisors | 4,711 | $364.9K | 0.04% | −4,172−47.0% | Reduced |
| Inspire Advisors, LLC | 4,670 | $361.7K | 0.08% | +23+0.5% | Added |
| Change Path, LLC | 4,653 | $360.0K | 0.02% | +1,090+30.6% | Added |
| Thrive Wealth Management, LLC | 4,611 | $357.1K | 0.09% | +149+3.3% | Added |
| Clear Street Markets LLC | 4,600 | $356.0K | 0.10% | −200−4.2% | Reduced |
| Detalus Advisors, LLC | 4,583 | $355.0K | 0.17% | −714−13.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,562 | $353.3K | 0.21% | +232+5.4% | Added |
| Cambria Investment Management, L.P. | 4,557 | $352.9K | 0.03% | +651+16.7% | Added |
| Dividend Assets Capital, LLC | 4,500 | $352.0K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,530 | $350.9K | 0.05% | +809+21.7% | Added |
| Wedbush Securities Inc | 4,508 | $349.0K | 0.02% | +12+0.3% | Added |
| Bridgewealth Advisory Group, LLC | 4,498 | $348.4K | 0.64% | −2,093−31.8% | Reduced |
| Concord Asset Management, LLC | 4,434 | $343.4K | 0.14% | +1,604+56.7% | Added |
| Intrua Financial, LLC | 4,776 | $341.8K | 0.07% | +34+0.7% | Added |
| Beck Capital Management, LLC | 4,403 | $341.0K | 0.15% | −32−0.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,394 | $340.3K | 0.10% | −140−3.1% | Reduced |
| MetLife Investment Management | 4,324 | $334.9K | 0.00% | +62+1.5% | Added |
| Alpha Cubed Investments, LLC | 4,300 | $333.0K | 0.02% | −150−3.4% | Reduced |
| Parsons Capital Management Inc | 4,300 | $333.0K | 0.03% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4,299 | $333.0K | 0.04% | −745−14.8% | Reduced |
| Clearview Wealth Advisors LLC | 4,247 | $328.9K | 0.33% | −1,830−30.1% | Reduced |
| Garrison Asset Management, LLC | 4,240 | $328.4K | 0.20% | +3+0.1% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $328.0K | 0.21% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,230 | $327.7K | 0.01% | +363+9.4% | Added |
| Proequities, Inc. | 4,134 | $324.6K | 0.03% | −569−12.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $322.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,119 | $319.0K | 0.01% | +37+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 4,116 | $318.8K | 0.01% | −695−14.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $316.2K | 0.19% | +875+27.3% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $316.0K | 0.12% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,068 | $315.1K | 0.02% | +304+8.1% | Added |
| Checchi Capital Advisers, LLC | 4,064 | $314.8K | 0.03% | +857+26.7% | Added |
| Van Hulzen Asset Management, LLC | 4,011 | $311.0K | 0.03% | −195−4.6% | Reduced |
| Fundamentun, LLC | 3,987 | $308.8K | 0.05% | +790+24.7% | Added |
| Monterey Private Wealth, Inc. | 3,983 | $308.5K | 0.16% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 3,939 | $305.1K | 0.25% | +27+0.7% | Added |
| LVW Advisors, LLC | 3,905 | $302.4K | 0.06% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,887 | $301.0K | 0.04% | +613+18.7% | Added |
| Evanson Asset Management, LLC | 3,867 | $299.5K | 0.03% | +3,867 | New |
| Adams Asset Advisors, LLC | 3,864 | $299.3K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,836 | $297.1K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,827 | $296.4K | 0.01% | +701+22.4% | Added |
| Coppell Advisory Solutions LLC | 3,836 | $295.8K | 0.10% | −219−5.4% | Reduced |
| Coppell Advisory Solutions Corp. | 3,836 | $295.8K | 0.10% | −219−5.4% | Reduced |
| BFT Financial Group, LLC | 3,814 | $295.4K | 0.04% | +3,814 | New |
| Plancorp, LLC | 3,795 | $293.9K | 0.02% | +25+0.7% | Added |
| TTP Investments, Inc. | 3,757 | $291.0K | 0.23% | −15−0.4% | Reduced |
| Perennial Investment Advisors, LLC | 3,743 | $290.0K | 0.05% | +265+7.6% | Added |
| New York Life Investment Management LLC | 3,740 | $289.7K | 0.00% | +162+4.5% | Added |
| Larson Financial Group LLC | 3,720 | $288.1K | 0.03% | +20+0.5% | Added |