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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
Aptus Capital Advisors, LLC3,649$286.8K0.01%−481−11.6%Reduced
Capital Planning Advisors, LLC3,696$286.3K0.06%−25−0.7%Reduced
Metis Global Partners, LLC3,685$285.4K0.02%+3,685New
Cresset Asset Management, LLC3,628$284.9K0.01%−508−12.3%Reduced
Fortitude Advisory Group L.L.C.3,677$284.8K0.22%−221−5.7%Reduced
Silverlake Wealth Management LLC3,658$283.3K0.17%+10.0%Added
Glassman Wealth Services3,651$282.8K0.05%+24+0.7%Added
Raub Brock Capital Management LP3,640$281.9K0.05%00.0%Unchanged
Banque Cantonale Vaudoise3,600$279.0K0.01%00.0%Unchanged
Beverly Hills Private Wealth, LLC3,571$276.6K0.09%+171+5.0%Added
Pathstone Family Office, LLC3,204$269.8K0.00%−3,865−54.7%Reduced
Essex Savings Bank3,400$263.3K0.09%+129+3.9%Added
Oppenheimer & Co Inc3,388$262.4K0.01%+3+0.1%Added
HM Payson & Co3,386$262.2K0.01%−410−10.8%Reduced
Level Four Advisory Services, LLC3,385$262.2K0.02%+3,385New
Signature Wealth Management Partners, LLC3,371$261.1K0.24%−276−7.6%Reduced
Legacy Capital Wealth Partners, LLC3,350$259.5K0.07%+3,350New
Beacon Bridge Wealth Partners, LLC3,285$254.4K0.15%+5+0.2%Added
Archetype Wealth Partners3,276$254.0K0.05%00.0%Unchanged
Oak Thistle LLC3,275$253.6K0.15%+3,275New
Veritable, L.P.3,262$252.6K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC3,253$251.9K0.02%+465+16.7%Added
Patriot Financial Group Insurance Agency, LLC3,225$249.7K0.05%+22+0.7%Added
Signaturefd, LLC3,222$249.6K0.01%+252+8.5%Added
Mission Wealth Management, LP3,214$248.9K0.01%+400+14.2%Added
Pure Financial Advisors, Inc.3,209$248.5K0.01%00.0%Unchanged
BOS Asset Management, LLC3,200$247.8K0.21%−1,125−26.0%Reduced
Eaton Financial Holdings Company, LLC3,151$244.0K0.19%−68−2.1%Reduced
Valmark Advisers, Inc.3,135$242.8K0.01%+489+18.5%Added
Accurate Wealth Management, LLC3,235$241.4K0.08%+420+14.9%Added
Chase Investment Counsel Corp3,113$241.0K0.13%+279+9.8%Added
IAG Wealth Partners, LLC3,096$239.8K0.07%−570−15.5%Reduced
Strategic Blueprint, LLC3,083$238.8K0.02%−225−6.8%Reduced
Schnieders Capital Management LLC3,082$238.7K0.05%00.0%Unchanged
Tobam3,062$237.0K0.02%+1,839+150.4%Added
Long Run Wealth Advisors, LLC3,039$235.3K0.08%+305+11.2%Added
BFSG, LLC3,036$235.0K0.04%+3,036New
Machina Capital S.A.S.3,029$234.6K0.21%+3,029New
Tokio Marine Asset Management Co Ltd3,023$234.1K0.02%00.0%Unchanged
Sowell Financial Services LLC3,003$233.0K0.02%−14,741−83.1%Reduced
CTC Capital Management, LLC3,000$232.3K0.49%−1,000−25.0%Reduced
Roof Eidam & Maycock3,000$232.3K0.09%00.0%Unchanged
M. Kulyk & Associates, LLC2,995$232.0K0.07%−125−4.0%Reduced
Allied Investment Advisors, LLC2,945$228.1K0.07%00.0%Unchanged
Focused Wealth Management, Inc2,927$226.7K0.05%+854+41.2%Added
Sound Income Strategies, LLC2,927$226.7K0.02%+1,074+58.0%Added
Kapitalo Investimentos Ltda2,989$226.6K0.07%+2,989New
Keybank National Association2,920$226.2K0.00%−46−1.6%Reduced
Register Financial Advisors LLC2,908$225.2K0.18%+19+0.7%Added
Guardian Wealth Advisors, LLC2,860$224.8K0.04%−37−1.3%Reduced
Washington Trust Co2,888$223.7K0.01%00.0%Unchanged
Intelligence Driven Advisers, LLC3,000$223.4K0.04%00.0%Unchanged
Dominguez Wealth Management Solutions, Inc.2,882$223.2K0.20%+7+0.2%Added
Capital Asset Advisory Services LLC2,875$222.7K0.02%−632−18.0%Reduced
Headinvest, LLC2,862$221.7K0.05%−75−2.6%Reduced
BCJ Capital Management, LLC2,858$221.4K0.02%+2,858New
Unionview, LLC2,853$221.0K0.21%00.0%Unchanged
Conestoga Capital Advisors, LLC2,850$220.7K0.00%00.0%Unchanged
Sunbelt Securities, Inc.2,842$219.1K0.04%+43+1.5%Added
Benjamin Edwards Inc2,819$218.0K0.05%+527+23.0%Added
Motco2,805$217.2K0.01%+67+2.4%Added
Allie Family Office LLC2,800$216.9K0.16%00.0%Unchanged
Morris Retirement Advisors, LLC2,794$216.4K0.16%+2,794New
Prism Advisors, Inc.2,791$216.2K0.08%00.0%Unchanged
Crossmark Global Holdings, Inc.2,787$216.0K0.01%+2,787New
Welch & Forbes LLC2,760$213.8K0.00%00.0%Unchanged
Annex Advisory Services, LLC2,733$211.7K0.01%00.0%Unchanged
SignalPoint Asset Management, LLC2,694$209.0K0.07%+113+4.4%Added
EPG Wealth Management LLC2,694$208.7K0.07%−179−6.2%Reduced
MBM Wealth Consultants, LLC1,761$207.0K0.09%00.0%Unchanged
Gator Capital Management, LLC2,660$206.0K0.16%00.0%Unchanged
Triasima Portfolio Management inc.2,635$204.1K0.02%−17,500−86.9%Reduced
BCS Wealth Management2,639$204.0K0.09%00.0%Unchanged
Ritholtz Wealth Management2,605$201.8K0.01%−610−19.0%Reduced
RSM US Wealth Management LLC2,599$201.3K0.01%+2,599New
Touchstone Capital, Inc.2,584$200.1K0.22%00.0%Unchanged
AllSquare Wealth Management LLC2,540$196.7K0.13%+240+10.4%Added
Armstrong Advisory Group, Inc2,539$196.6K0.02%−761−23.1%Reduced
Creative Financial Designs Inc2,495$193.2K0.03%−526−17.4%Reduced
Tradition Wealth Management, LLC2,482$192.0K0.02%+802+47.7%Added
IFP Advisors, Inc3,217$185.5K0.01%−9,343−74.4%Reduced
Ellevest, Inc.2,326$180.1K0.01%+51+2.2%Added
Sandy Spring Bank2,240$173.5K0.01%00.0%Unchanged
Accel Wealth Management2,212$171.3K0.07%00.0%Unchanged
Baystate Wealth Management LLC2,190$169.6K0.01%+10+0.5%Added
Lindbrook Capital, LLC2,168$167.9K0.02%+109+5.3%Added
Spire Wealth Management2,123$164.4K0.01%+1,421+202.4%Added
Pin Oak Investment Advisors Inc2,100$163.0K0.20%00.0%Unchanged
American International Group, Inc.2,101$162.7K0.00%−20−0.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S2,081$161.0K0.00%−81−3.7%Reduced
Federation des caisses Desjardins du Quebec2,023$156.7K0.00%−699−25.7%Reduced
Bangor Savings Bank2,000$154.9K0.02%−300−13.0%Reduced
Horan Securities, Inc.1,988$154.0K0.08%+98+5.2%Added
Salem Investment Counselors Inc1,926$151.2K0.01%00.0%Unchanged
Parallel Advisors, LLC1,875$145.2K0.00%+89+5.0%Added
Ossiam1,870$144.8K0.00%+212+12.8%Added
North Star Investment Management Corp.1,848$143.1K0.01%00.0%Unchanged
Kelly Financial Services LLC1,784$138.2K0.07%00.0%Unchanged
Huntington National Bank1,664$128.8K0.00%+147+9.7%Added
Certified Advisory Corp1,662$128.7K0.02%+1,662New