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, Q3 2023
Institutional positions in W. P. Carey Inc. as of Sep 30, 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
- 746
- −62 vs. Q2 2023
- Shares held
- 139.9M
- +3.59M (+2.6%) vs. Q2 2023
- Total value
- $7.59B
- −$1.61B (−17.5%) vs. Q2 2023
- New holders
- 58
- 285 more added
- Sold out
- 120
- 280 more reduced
12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 6 | $324 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $325 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $541 | 0.00% | +10 | New |
| Baker Avenue Asset Management, LP | 14 | $757 | 0.00% | −8−36.4% | Reduced |
| Raffa Wealth Management, LLC | 14 | $757 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $919 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $1.00K | 0.00% | −245−90.7% | Reduced |
| Carolinas Wealth Consulting LLC | 19 | $1.02K | 0.00% | +3+18.8% | Added |
| Northwest Capital Management Inc | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 29 | $1.57K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 33 | $1.78K | 0.00% | +33 | New |
| Delos Wealth Advisors, LLC | 29 | $1.86K | 0.00% | +1+3.6% | Added |
| Zions Bancorporation, N.A. | 40 | $2.16K | 0.00% | −49−55.1% | Reduced |
| Insight Financial Services | 48 | $2.60K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 54 | $2.90K | 0.00% | +1+1.9% | Added |
| Venturi Wealth Management, LLC | 58 | $3.14K | 0.00% | +58 | New |
| Parkside Financial Bank & Trust | 71 | $3.84K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 87 | $4.71K | 0.00% | +87 | New |
| Hibernia Wealth Partners, LLC | 95 | $5.11K | 0.00% | +95 | New |
| Johnson Midwest Financial, LLC | 100 | $5.41K | 0.01% | +100 | New |
| Provenance Wealth Advisors, LLC | 100 | $5.41K | 0.00% | +100 | New |
| Carmichael Hill & Associates, Inc. | 104 | $5.63K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $5.89K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $6.17K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $6.49K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 129 | $6.98K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 141 | $7.63K | 0.00% | +141 | New |
| Massmutual Trust Co FSB | 142 | $7.68K | 0.00% | +43+43.4% | Added |
| Byrne Asset Management LLC | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $8.11K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 158 | $8.54K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 168 | $9.09K | 0.00% | −8,058−98.0% | Reduced |
| Crewe Advisors LLC | 175 | $9.46K | 0.00% | +175 | New |
| Private Ocean, LLC | 178 | $9.63K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 178 | $9.63K | 0.01% | +178 | New |
| Chilton Capital Management LLC | 180 | $9.73K | 0.00% | −759−80.8% | Reduced |
| Spotlight Asset Group, Inc. | 190 | $10.3K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 190 | $10.3K | 0.01% | +190 | New |
| Citizens National Bank Trust Department | 195 | $10.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 203 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 224 | $12.1K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 225 | $12.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 227 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 227 | $12.3K | 0.00% | +94+70.7% | Added |
| Ameliora Wealth Management Ltd. | 230 | $12.4K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 259 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 262 | $14.2K | 0.00% | +4+1.6% | Added |
| Blume Capital Management, Inc. | 268 | $14.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 270 | $14.9K | 0.00% | −262−49.2% | Reduced |
| Bokf, NA | 283 | $15.2K | 0.00% | +236+502.1% | Added |
| GHP Investment Advisors, Inc. | 285 | $15.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 291 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 302 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 300 | $16.2K | 0.01% | −1,200−80.0% | Reduced |
| Clearstead Advisors, LLC | 307 | $16.6K | 0.00% | +139+82.7% | Added |
| Semmax Financial Advisors Inc. | 316 | $16.9K | 0.01% | +316 | New |
| Nemes Rush Group LLC | 331 | $17.9K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $18.7K | 0.01% | +345 | New |
| Thompson Investment Management, Inc. | 349 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 364 | $19.7K | 0.01% | −210−36.6% | Reduced |
| Richard W. Paul & Associates, LLC | 370 | $20.0K | 0.01% | −892−70.7% | Reduced |
| Versant Capital Management, Inc | 383 | $20.7K | 0.01% | +4+1.1% | Added |
| Laurel Wealth Advisors LLC | 396 | $21.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 485 | $26.2K | 0.01% | +63+14.9% | Added |
| Gradient Investments LLC | 489 | $26.4K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 509 | $27.5K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $28.6K | 0.01% | +528 | New |
| Ritter Daniher Financial Advisory LLC | 543 | $29.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 550 | $29.7K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 551 | $29.8K | 0.01% | +32+6.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 558 | $30.2K | 0.02% | −680−54.9% | Reduced |
| Retirement Group, LLC | 565 | $30.6K | 0.01% | −75−11.7% | Reduced |
| State of Wyoming | 574 | $31.0K | 0.01% | +211+58.1% | Added |
| Beacon Capital Management, LLC | 465 | $31.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $31.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $31.5K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $32.3K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 610 | $33.0K | 0.01% | −31−4.8% | Reduced |
| Hanson & Doremus Investment Management | 603 | $33.0K | 0.01% | −380−38.7% | Reduced |
| Strengthening Families & Communities, LLC | 633 | $34.0K | 0.01% | +10+1.6% | Added |
| Farther Finance Advisors, LLC | 661 | $35.8K | 0.01% | +105+18.9% | Added |
| HHM Wealth Advisors, LLC | 680 | $36.8K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 681 | $36.8K | 0.03% | 00.0% | Unchanged |
| City State Bank | 682 | $37.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $37.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $37.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $37.9K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 702 | $38.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 734 | $39.7K | 0.01% | −62−7.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 740 | $40.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 752 | $40.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 773 | $41.8K | 0.00% | +33+4.5% | Added |
| ORG Partners LLC | 791 | $42.8K | 0.01% | −2,471−75.8% | Reduced |
| Covestor Ltd | 783 | $43.0K | 0.03% | +595+316.5% | Added |
| First Horizon Advisors, Inc. | 835 | $45.2K | 0.00% | +835 | New |