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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 4,350 | $235.2K | 0.03% | −1,430−24.7% | Reduced |
| Chase Investment Counsel Corp | 4,378 | $236.0K | 0.12% | −580−11.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,392 | $237.5K | 0.01% | −87−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 4,396 | $237.7K | 0.01% | +257+6.2% | Added |
| Wedbush Securities Inc | 4,431 | $240.0K | 0.01% | −133−2.9% | Reduced |
| Signaturefd, LLC | 4,442 | $240.2K | 0.01% | +1,661+59.7% | Added |
| Sovereign Financial Group, Inc. | 4,468 | $241.6K | 0.09% | −2,239−33.4% | Reduced |
| Mach-1 Financial Group, Inc. | 4,480 | $242.3K | 0.10% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,500 | $243.0K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,500 | $243.4K | 0.01% | +4,500 | New |
| Vestcor Inc | 4,530 | $245.0K | 0.01% | −215−4.5% | Reduced |
| Teamwork Financial Advisors, LLC | 4,538 | $245.4K | 0.04% | +759+20.1% | Added |
| Flagship Harbor Advisors, LLC | 4,541 | $245.6K | 0.02% | +18+0.4% | Added |
| Round Rock Advisors, LLC | 4,572 | $247.3K | 0.09% | +300+7.0% | Added |
| BancorpSouth Bank | 4,633 | $250.6K | 0.02% | −68−1.4% | Reduced |
| Park Avenue Securities LLC | 4,659 | $252.0K | 0.00% | +4,659 | New |
| Lido Advisors, LLC | 4,684 | $253.3K | 0.00% | −659−12.3% | Reduced |
| Naples Global Advisors, LLC | 4,590 | $253.9K | 0.03% | −985−17.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,800 | $259.6K | 0.08% | +143+3.1% | Added |
| UMA Financial Services, Inc. | 4,881 | $261.8K | 0.07% | −3,096−38.8% | Reduced |
| Herbst Group, LLC | 4,850 | $262.3K | 0.19% | +900+22.8% | Added |
| Meiji Yasuda Life Insurance Co | 4,850 | $262.3K | 0.01% | +4,850 | New |
| Huntington National Bank | 4,877 | $263.7K | 0.00% | −198−3.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,881 | $264.0K | 0.15% | +221+4.7% | Added |
| Kathmere Capital Management, LLC | 4,907 | $265.4K | 0.04% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 4,915 | $265.8K | 0.28% | −1,488−23.2% | Reduced |
| Oppenheimer Asset Management Inc. | 4,920 | $266.1K | 0.00% | +4,920 | New |
| Prosperitas Financial LLC | 4,993 | $270.0K | 0.21% | +4,993 | New |
| Cornerstone Wealth Group, LLC | 5,029 | $272.0K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 5,047 | $273.0K | 0.24% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5,053 | $273.3K | 0.14% | +191+3.9% | Added |
| Main Street Financial Solutions, LLC | 5,058 | $273.5K | 0.04% | +224+4.6% | Added |
| KC Investment Advisors, LLC | 5,065 | $273.9K | 0.18% | +572+12.7% | Added |
| Colony Group LLC | 5,072 | $274.0K | 0.00% | −41−0.8% | Reduced |
| MV Capital Management, Inc. | 5,083 | $274.9K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,162 | $279.1K | 0.23% | +78+1.5% | Added |
| CIBC Private Wealth Group, LLC | 5,168 | $279.5K | 0.00% | +5,168 | New |
| Cherry Tree Wealth Management, LLC | 5,187 | $280.5K | 0.08% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,189 | $280.6K | 0.01% | +804+18.3% | Added |
| Kowal Investment Group, LLC | 5,209 | $281.7K | 0.08% | +105+2.1% | Added |
| Advisor Partners II, LLC | 5,272 | $285.1K | 0.01% | +120+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 5,277 | $285.4K | 0.00% | −37−0.7% | Reduced |
| Verition Fund Management LLC | 5,284 | $285.8K | 0.00% | +897+20.4% | Added |
| Carret Asset Management, LLC | 5,324 | $287.9K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,346 | $289.1K | 0.00% | −255−4.6% | Reduced |
| David R. Rahn & Associates Inc. | 5,359 | $289.8K | 0.15% | +70+1.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,368 | $290.3K | 0.00% | +1,204+28.9% | Added |
| DFPG Investments, LLC | 5,349 | $290.3K | 0.03% | −3,175−37.2% | Reduced |
| Fifth Third Bancorp | 5,381 | $291.0K | 0.00% | +250+4.9% | Added |
| Valeo Financial Advisors, LLC | 5,386 | $291.3K | 0.01% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,392 | $292.0K | 0.20% | +80+1.5% | Added |
| NewEdge Wealth, LLC | 5,438 | $294.1K | 0.01% | +13+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 5,443 | $294.4K | 0.01% | +53+1.0% | Added |
| Symphony Financial, Ltd. Co. | 5,526 | $295.5K | 0.07% | −1,246−18.4% | Reduced |
| Sound Income Strategies, LLC | 5,476 | $296.1K | 0.03% | +1,148+26.5% | Added |
| Viawealth, LLC | 5,523 | $298.7K | 0.22% | +1,595+40.6% | Added |
| Tokio Marine Asset Management Co Ltd | 5,558 | $300.6K | 0.02% | +1,918+52.7% | Added |
| MAI Capital Management | 5,612 | $303.5K | 0.00% | −424−7.0% | Reduced |
| Jackson Wealth Management, LLC | 5,633 | $305.0K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,684 | $307.4K | 0.00% | −608,975−99.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,685 | $307.4K | 0.05% | −366−6.0% | Reduced |
| Alberta Investment Management Corp | 5,700 | $308.3K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,723 | $309.5K | 0.00% | +68+1.2% | Added |
| Gilbert & Cook, Inc. | 5,744 | $310.6K | 0.05% | +520+10.0% | Added |
| Joel Isaacson & Co., LLC | 5,757 | $311.3K | 0.02% | +872+17.9% | Added |
| RFG Advisory, LLC | 5,798 | $313.6K | 0.01% | −128−2.2% | Reduced |
| Perennial Investment Advisors, LLC | 5,814 | $314.4K | 0.06% | +1,671+40.3% | Added |
| Jacobi Capital Management LLC | 5,828 | $315.2K | 0.04% | +20.0% | Added |
| Benedetti & Gucer, Inc. | 5,834 | $315.5K | 0.17% | −240−4.0% | Reduced |
| Widmann Financial Services, Inc. | 5,860 | $316.9K | 0.32% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,055 | $316.9K | 0.11% | +115+2.9% | Added |
| Monument Capital Management | 5,875 | $317.7K | 0.11% | −706−10.7% | Reduced |
| Ignite Planners, LLC | 6,093 | $318.7K | 0.10% | +138+2.3% | Added |
| Insight 2811, Inc. | 5,896 | $318.9K | 0.18% | −1,251−17.5% | Reduced |
| Pathstone Family Office, LLC | 5,794 | $319.8K | 0.00% | +1,917+49.4% | Added |
| True North Advisors, LLC | 5,939 | $321.2K | 0.10% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,946 | $321.6K | 0.09% | −412−6.5% | Reduced |
| Matisse Capital | 6,063 | $327.9K | 0.23% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,204 | $331.8K | 0.06% | −74−1.2% | Reduced |
| Woodward Diversified Capital, LLC | 6,151 | $332.6K | 0.24% | +872+16.5% | Added |
| Intrua Financial, LLC | 6,159 | $333.1K | 0.06% | −423−6.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,220 | $336.0K | 0.01% | +1,037+20.0% | Added |
| Columbia Asset Management | 6,230 | $337.0K | 0.08% | −1,575−20.2% | Reduced |
| Archer Investment Corp | 6,268 | $339.0K | 0.12% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,269 | $339.0K | 0.01% | −559−8.2% | Reduced |
| Harrell Investment Partners, LLC | 6,430 | $343.9K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,298 | $344.7K | 0.05% | +1,138+22.1% | Added |
| Avion Wealth | 6,396 | $345.0K | 0.10% | +25+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 6,436 | $348.1K | 0.07% | −292−4.3% | Reduced |
| Walleye Trading LLC | 6,469 | $349.8K | 0.01% | −189−2.8% | Reduced |
| Achmea Investment Management B.V. | 6,480 | $350.0K | 0.01% | −411−6.0% | Reduced |
| Inspire Advisors, LLC | 6,495 | $351.2K | 0.06% | +2,605+67.0% | Added |
| HBK Sorce Advisory LLC | 6,511 | $352.1K | 0.02% | −3,229−33.2% | Reduced |
| Capital Investment Advisors, LLC | 6,554 | $354.4K | 0.01% | −92−1.4% | Reduced |
| Metropolitan Life Insurance Co | 6,570 | $355.3K | 0.02% | +36+0.6% | Added |
| Fisher Asset Management, LLC | 6,602 | $357.1K | 0.00% | −1,102−14.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,604 | $357.2K | 0.37% | +97+1.5% | Added |
| Glenmede Trust Co NA | 6,693 | $362.0K | 0.00% | −430−6.0% | Reduced |
| Guyasuta Investment Advisors Inc | 6,735 | $364.2K | 0.03% | −1,410−17.3% | Reduced |
| Western Wealth Management, LLC | 6,743 | $364.6K | 0.03% | −131−1.9% | Reduced |