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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $11.6K | 0.01% | −8−5.1% | Reduced |
| Rosenberg Matthew Hamilton | 129 | $9.99K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 125 | $9.65K | 0.00% | +125 | New |
| First Community Trust NA | 120 | $9.29K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 120 | $9.00K | 0.00% | +120 | New |
| Earnest Partners LLC | 114 | $8.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $8.60K | 0.00% | −13−10.5% | Reduced |
| American State Bank (Iowa) | 109 | $8.44K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $8.05K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $7.75K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 78 | $6.04K | 0.00% | +78 | New |
| Cape Investment Advisory, Inc. | 75 | $5.81K | 0.00% | +75 | New |
| Zions Bancorporation, N.A. | 59 | $4.57K | 0.00% | −8−11.9% | Reduced |
| Financial Avengers, Inc. | 52 | $4.04K | 0.00% | +1+2.0% | Added |
| Bartlett & Co. LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48 | $3.77K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 48 | $3.72K | 0.00% | −179−78.9% | Reduced |
| Insight Financial Services | 48 | $3.72K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 47 | $3.64K | 0.00% | +47 | New |
| Washington Trust Advisors, Inc. | 39 | $3.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $2.71K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 31 | $2.40K | 0.00% | +31 | New |
| Eukles Asset Management | 30 | $2.32K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 30 | $2.32K | 0.00% | +30 | New |
| Park Place Capital Corp | 29 | $2.25K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $2.15K | 0.00% | +1+3.7% | Added |
| Bogart Wealth, LLC | 17 | $1.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $1.08K | 0.00% | +7+100.0% | Added |
| Raffa Wealth Management, LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $864 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $797 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $465 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4,900 | $379 | 0.00% | −243−4.7% | Reduced |
| Fortis Capital Advisors, LLC | 3 | $232 | 0.00% | −18−85.7% | Reduced |
| Hallmark Capital Management Inc | 1 | $69 | 0.00% | −53,685−100.0% | Reduced |
| Silicon Valley Capital Partners | 0 | $23 | 0.00% | 0 | Unchanged |
| Summit Wealth Group, LLC | 383,610 | $5 | 0.12% | +378,657+7,645.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −360,669−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −32,379−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −27,054−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −26,501−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −17,632−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,957−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,804−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −7,883−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −7,252−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −5,471−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,058−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Provence Wealth Management Group | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| MA Private Wealth | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Walker Asset Management, LLC | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| Ameraudi Asset Management, Inc. | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Sightline Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Avondale Wealth Management | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Emfo, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |