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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1,626 | $125.9K | 0.06% | +316+24.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,603 | $124.2K | 0.00% | −3,906−70.9% | Reduced |
| South State Corp. | 1,564 | $121.1K | 0.01% | −364−18.9% | Reduced |
| Central Trust Co | 1,549 | $120.0K | 0.00% | −50−3.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,507 | $116.8K | 0.01% | +391+35.0% | Added |
| Financial Management Professionals, Inc. | 1,483 | $115.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,457 | $113.0K | 0.03% | −212−12.7% | Reduced |
| TCI Wealth Advisors, Inc. | 1,417 | $109.7K | 0.01% | +358+33.8% | Added |
| Addison Advisors LLC | 1,412 | $109.4K | 0.06% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,319 | $102.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,306 | $101.1K | 0.08% | +3+0.2% | Added |
| Logan Capital Management Inc | 1,300 | $100.7K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,262 | $97.7K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,238 | $95.9K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,207 | $93.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,150 | $89.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,145 | $88.7K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,135 | $88.4K | 0.01% | −297−20.7% | Reduced |
| Brown Brothers Harriman & Co | 1,126 | $87.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,100 | $85.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 974 | $75.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 972 | $75.3K | 0.01% | −6,326−86.7% | Reduced |
| Key Financial Inc | 962 | $74.5K | 0.03% | −265−21.6% | Reduced |
| Chilton Capital Management LLC | 939 | $72.7K | 0.00% | +939 | New |
| JJJ Advisors Inc. | 1,001 | $71.4K | 0.02% | +162+19.3% | Added |
| Capital Analysts, LLC | 904 | $70.0K | 0.00% | +75+9.0% | Added |
| Ahrens Investment Partners LLC | 900 | $69.7K | 0.03% | +900 | New |
| Stonebridge Capital Advisors LLC | 895 | $69.3K | 0.01% | −25−2.7% | Reduced |
| National Bank of Canada | 887 | $68.7K | 0.00% | −51,306−98.3% | Reduced |
| Ronald Blue Trust, Inc. | 877 | $68.0K | 0.00% | −41−4.5% | Reduced |
| Princeton Global Asset Management LLC | 869 | $67.3K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 847 | $66.0K | 0.00% | +315+59.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 799 | $62.0K | 0.00% | −1−0.1% | Reduced |
| Baldwin Brothers Inc | 800 | $62.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $62.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 796 | $61.6K | 0.01% | +21+2.7% | Added |
| ICA Group Wealth Management, LLC | 761 | $58.9K | 0.01% | +350+85.2% | Added |
| Gradient Investments LLC | 760 | $58.9K | 0.00% | −174−18.6% | Reduced |
| Cary Street Partners Asset Management LLC | 759 | $58.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 756 | $58.6K | 0.01% | +62+8.9% | Added |
| Heritage Wealth Advisors | 752 | $58.2K | 0.00% | −52−6.5% | Reduced |
| Ridgewood Investments LLC | 750 | $58.1K | 0.04% | +750 | New |
| Umb Bank N A | 740 | $57.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 702 | $54.4K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $54.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 682 | $53.0K | 0.03% | +164+31.7% | Added |
| HHM Wealth Advisors, LLC | 680 | $52.7K | 0.01% | +38+5.9% | Added |
| Buck Wealth Strategies, LLC | 677 | $52.4K | 0.03% | +677 | New |
| Retirement Group, LLC | 640 | $50.0K | 0.02% | +435+212.2% | Added |
| Beacon Capital Management, LLC | 631 | $48.9K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 614 | $48.0K | 0.04% | +8+1.3% | Added |
| TD Waterhouse Canada Inc. | 600 | $47.1K | 0.00% | −49−7.6% | Reduced |
| Paladin Advisory Group, LLC | 598 | $46.3K | 0.04% | +598 | New |
| New England Capital Financial Advisors LLC | 583 | $45.1K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $44.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 568 | $44.0K | 0.01% | −64−10.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 543 | $42.1K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 529 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 519 | $40.2K | 0.02% | +125+31.7% | Added |
| Altshuler Shaham Ltd | 516 | $40.0K | 0.00% | −74−12.5% | Reduced |
| Resurgent Financial Advisors LLC | 509 | $39.4K | 0.03% | −106−17.2% | Reduced |
| Jones Financial Companies LLLP | 489 | $37.9K | 0.00% | +163+50.0% | Added |
| Newbridge Financial Services Group, Inc. | 484 | $37.5K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 470 | $36.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 452 | $35.0K | 0.01% | +95+26.6% | Added |
| Wolff Wiese Magana LLC | 450 | $34.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 437 | $33.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 422 | $32.7K | 0.01% | −2−0.5% | Reduced |
| Tompkins Financial Corp | 406 | $31.4K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 440 | $31.0K | 0.02% | +440 | New |
| Dougherty Wealth Advisers LLC | 400 | $31.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $30.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 379 | $29.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $27.0K | 0.00% | +349 | New |
| Robbins Farley LLC | 345 | $26.7K | 0.02% | +345 | New |
| Coastal Capital Group, Inc. | 345 | $26.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 300 | $23.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 302 | $23.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 272 | $21.1K | 0.01% | +22+8.8% | Added |
| Blume Capital Management, Inc. | 268 | $20.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 265 | $20.5K | 0.00% | +265 | New |
| BerganKDV Wealth Management, LLC | 264 | $20.4K | 0.00% | +4+1.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 255 | $19.7K | 0.00% | +255 | New |
| JNBA Financial Advisors | 250 | $19.4K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 241 | $18.7K | 0.01% | +241 | New |
| Kalos Management, Inc. | 233 | $18.0K | 0.04% | +233 | New |
| Ameliora Wealth Management Ltd. | 230 | $17.8K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 225 | $17.4K | 0.01% | −179−44.3% | Reduced |
| Beacon Capital Management, Inc. | 224 | $17.4K | 0.00% | +224 | New |
| Thompson Siegel & Walmsley LLC | 203 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $15.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 188 | $15.0K | 0.01% | −13−6.5% | Reduced |
| Private Ocean, LLC | 178 | $13.8K | 0.00% | +86+93.5% | Added |
| Riverview Trust Co | 172 | $13.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $12.5K | 0.00% | +127+373.5% | Added |
| Financial Perspectives, Inc | 158 | $12.2K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 160 | $12.0K | 0.00% | 00.0% | Unchanged |