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Livermore
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, 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.

Institutional holdersQ3 2023: 746 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 heldQ3 2023: $7.59B
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, Q3 2023

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2023.

Institutions holding WPC in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC839$45.4K0.01%−1,307−60.9%Reduced
Provence Wealth Management Group858$46.4K0.03%+858New
Princeton Global Asset Management LLC869$47.0K0.01%00.0%Unchanged
Certified Advisory Corp869$47.0K0.01%00.0%Unchanged
Ci Investments Inc.874$47.0K0.00%+35+4.2%Added
National Bank of Canada891$47.6K0.00%−17,405−95.1%Reduced
Stonebridge Capital Advisors LLC895$48.4K0.01%−313−25.9%Reduced
MCF Advisors LLC891$48.7K0.00%−244−21.5%Reduced
Capital Analysts, LLC916$50.0K0.00%+6+0.7%Added
Ronald Blue Trust, Inc.738$50.0K0.00%−18−2.4%Reduced
TD Waterhouse Canada Inc.969$51.8K0.00%−384−28.4%Reduced
Key Financial Inc962$52.0K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC975$52.7K0.01%+54+5.9%Added
Independence Bank of Kentucky980$53.0K0.02%00.0%Unchanged
St Germain D J Co Inc992$53.6K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC1,044$56.5K0.02%+1,044New
Whittier Trust Co1,109$60.0K0.00%+9+0.8%Added
NewSquare Capital LLC1,126$60.9K0.01%−474−29.6%Reduced
Caldwell Trust Co1,150$62.2K0.01%00.0%Unchanged
Tyler-Stone Wealth Management1,200$65.0K0.04%00.0%Unchanged
Brown Brothers Harriman & Co1,202$65.0K0.00%+76+6.7%Added
South State Corp.1,244$67.3K0.01%00.0%Unchanged
Headinvest, LLC1,276$68.3K0.01%+1,276New
Logan Capital Management Inc1,300$70.3K0.00%00.0%Unchanged
Rise Advisors, LLC1,311$70.9K0.06%+3+0.2%Added
Institutional & Family Asset Management, LLC1,319$71.3K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.1,335$72.2K0.01%−4,891−78.6%Reduced
Quadrant Capital Group LLC1,348$73.1K0.01%+264+24.4%Added
Bank of New Hampshire1,376$74.4K0.02%00.0%Unchanged
Addison Advisors LLC1,412$76.4K0.04%00.0%Unchanged
Financial Management Professionals, Inc.1,483$80.0K0.01%00.0%Unchanged
Kelly Financial Services LLC1,784$96.5K0.04%00.0%Unchanged
Baystate Wealth Management LLC1,787$96.7K0.01%+11+0.6%Added
American International Group, Inc.1,788$96.7K0.00%−101−5.3%Reduced
Salem Investment Counselors Inc1,926$106.2K0.00%00.0%Unchanged
Bangor Savings Bank2,000$108.2K0.01%00.0%Unchanged
Spire Wealth Management2,040$110.3K0.00%−84−4.0%Reduced
Sandy Spring Bank2,140$115.7K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc2,100$116.0K0.13%00.0%Unchanged
Westpac Banking Corp2,159$116.8K0.01%+378+21.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,176$117.7K0.01%+237+12.2%Added
Tradition Wealth Management, LLC2,269$123.0K0.01%−139−5.8%Reduced
Glass Jacobson Investment Advisors llc2,283$123.5K0.06%00.0%Unchanged
Parallel Advisors, LLC2,378$128.7K0.00%+246+11.5%Added
Central Trust Co2,421$130.9K0.00%−188−7.2%Reduced
Creative Financial Designs Inc2,479$134.1K0.02%+13+0.5%Added
AllSquare Wealth Management LLC2,540$137.4K0.09%00.0%Unchanged
Sunbelt Securities, Inc.2,652$143.4K0.02%−57−2.1%Reduced
Register Financial Advisors LLC2,682$145.0K0.11%−229−7.9%Reduced
Benjamin Edwards Inc2,700$146.0K0.03%−127−4.5%Reduced
PSI Advisors, LLC2,724$147.3K0.06%+17+0.6%Added
Laraway Financial Inc2,726$147.4K0.15%−11,009−80.2%Reduced
Bourgeon Capital Management LLC2,796$151.2K0.04%00.0%Unchanged
Missouri Trust & Investment Co2,800$151.4K0.07%00.0%Unchanged
Motco2,805$151.7K0.01%00.0%Unchanged
IFP Advisors, Inc2,820$152.5K0.01%+50+1.8%Added
Washington Trust Co2,888$156.2K0.01%00.0%Unchanged
IAG Wealth Partners, LLC2,913$157.5K0.04%−51−1.7%Reduced
North Star Investment Management Corp.2,924$158.1K0.01%+766+35.5%Added
Focused Wealth Management, Inc2,962$160.2K0.03%+18+0.6%Added
Glassman Wealth Services2,982$161.3K0.03%+20+0.7%Added
Tobam3,080$167.0K0.01%+18+0.6%Added
Harbour Investments, Inc.3,232$174.8K0.01%+414+14.7%Added
Banque Cantonale Vaudoise3,284$178.0K0.01%−316−8.8%Reduced
Armstrong Advisory Group, Inc3,539$191.4K0.02%00.0%Unchanged
Bessemer Group Inc3,676$198.0K0.00%−2,391−39.4%Reduced
PFG Investments, LLC3,735$202.0K0.04%−82−2.1%Reduced
Concord Asset Management, LLC3,740$202.3K0.07%−480−11.4%Reduced
Detalus Advisors, LLC3,769$203.8K0.10%−120−3.1%Reduced
Cutler Group LP3,792$205.0K0.03%+3,645+2,479.6%Added
Synovus Financial Corp3,824$206.8K0.00%+3,824New
Proequities, Inc.3,772$207.9K0.02%+152+4.2%Added
Tompkins Financial Corp3,856$208.5K0.03%+3,450+849.8%Added
Monterey Private Wealth, Inc.3,870$209.3K0.11%−113−2.8%Reduced
Gallacher Capital Management LLC3,901$211.0K0.13%−3,257−45.5%Reduced
LVW Advisors, LLC3,905$211.2K0.05%00.0%Unchanged
Plancorp, LLC3,924$212.2K0.01%+127+3.3%Added
Evanson Asset Management, LLC3,948$213.5K0.02%+6+0.2%Added
Capital Planning Advisors, LLC3,953$213.8K0.04%+207+5.5%Added
Larson Financial Group LLC3,956$213.9K0.02%+106+2.8%Added
Avidian Wealth Solutions, LLC3,956$213.9K0.02%+851+27.4%Added
Brookstone Capital Management4,013$214.8K0.00%−1,040−20.6%Reduced
Wexford Capital LP4,000$216.3K0.05%+4,000New
Aspire Wealth Management Corp4,005$216.6K0.16%+34+0.9%Added
Clearview Wealth Advisors LLC4,053$219.2K0.27%−129−3.1%Reduced
L.M. Kohn & Company4,061$219.6K0.08%+600+17.3%Added
Capital Advisory Group Advisory Services, LLC4,082$220.8K0.13%+4,082New
HM Payson & Co4,086$221.0K0.01%00.0%Unchanged
San Luis Wealth Advisors LLC4,086$221.0K0.11%00.0%Unchanged
Accurate Wealth Management, LLC3,996$221.6K0.07%+599+17.6%Added
Clear Street Markets LLC4,100$222.0K0.16%−500−10.9%Reduced
Benjamin F. Edwards & Company, Inc.4,130$223.0K0.01%−2,800−40.4%Reduced
MetLife Investment Management4,205$227.4K0.00%+6+0.1%Added
Ancora Advisors, LLC4,210$227.7K0.01%−119−2.7%Reduced
Vishria Bird Financial Group, LLC4,240$229.0K0.13%00.0%Unchanged
Garrison Asset Management, LLC4,246$229.6K0.14%+3+0.1%Added
Parsons Capital Management Inc4,250$229.8K0.02%+150+3.7%Added
BTC Capital Management, Inc.4,268$230.8K0.03%−212−4.7%Reduced
Alpha Cubed Investments, LLC4,300$232.5K0.02%00.0%Unchanged
Buckingham Strategic Partners4,320$233.6K0.01%+1,296+42.9%Added