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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 6,777 | $366.5K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,790 | $367.0K | 0.00% | −41,439−85.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,829 | $369.3K | 0.04% | +62+0.9% | Added |
| 360 Financial, Inc. | 7,152 | $382.5K | 0.24% | −747−9.5% | Reduced |
| StoneX Group Inc. | 7,075 | $384.6K | 0.04% | +7,075 | New |
| Dudley Capital Management, LLC | 7,125 | $385.3K | 0.27% | −250−3.4% | Reduced |
| Crestwood Advisors Group LLC | 7,147 | $386.5K | 0.01% | +154+2.2% | Added |
| APG Asset Management N.V. | 7,257 | $392.5K | 0.00% | +700+10.7% | Added |
| Philadelphia Trust Co | 7,290 | $394.0K | 0.04% | +290+4.1% | Added |
| Empowered Funds, LLC | 7,299 | $394.7K | 0.01% | −2,593−26.2% | Reduced |
| Empower Advisory Group, LLC | 7,399 | $400.1K | 0.00% | −927−11.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,450 | $402.9K | 0.01% | −201−2.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,450 | $402.9K | 0.33% | +12+0.2% | Added |
| Sawyer & Company, Inc | 7,475 | $404.0K | 0.19% | −610−7.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,514 | $406.4K | 0.11% | +968+14.8% | Added |
| Berger Financial Group, Inc | 7,529 | $407.2K | 0.05% | −125−1.6% | Reduced |
| La Banque Postale Asset Management SA | 7,565 | $409.1K | 0.01% | +7,565 | New |
| NBC Securities, Inc. | 7,599 | $410.0K | 0.05% | +7,599 | New |
| Kaizen Financial Strategies | 7,649 | $413.6K | 0.35% | +998+15.0% | Added |
| Capital Investment Advisory Services, LLC | 7,681 | $415.4K | 0.04% | −1,323−14.7% | Reduced |
| Wetherby Asset Management Inc | 7,747 | $419.0K | 0.02% | +405+5.5% | Added |
| Concord Wealth Partners | 7,812 | $422.5K | 0.09% | −726−8.5% | Reduced |
| Assetmark, Inc | 7,849 | $424.5K | 0.00% | +347+4.6% | Added |
| Campbell Wealth Management | 7,856 | $425.0K | 0.05% | −1,577−16.7% | Reduced |
| Austin Private Wealth, LLC | 7,885 | $426.4K | 0.06% | −1,154−12.8% | Reduced |
| Optimum Investment Advisors | 7,907 | $427.6K | 0.22% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 7,931 | $428.9K | 0.01% | −135−1.7% | Reduced |
| Madden Securities Corp | 8,015 | $433.5K | 0.24% | +1,225+18.0% | Added |
| Xponance, Inc. | 8,148 | $440.6K | 0.01% | +720+9.7% | Added |
| We Are One Seven, LLC | 8,190 | $442.9K | 0.03% | −468−5.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,229 | $445.2K | 0.10% | +177+2.2% | Added |
| Boston Financial Mangement LLC | 8,300 | $448.9K | 0.02% | −645−7.2% | Reduced |
| Per Stirling Capital Management, LLC. | 8,361 | $452.2K | 0.09% | −435−4.9% | Reduced |
| Wolverine Trading, LLC | 8,374 | $452.9K | 0.00% | −26,200−75.8% | Reduced |
| First Manhattan Co | 8,400 | $454.3K | 0.00% | +500+6.3% | Added |
| CIC Wealth, LLC | 8,493 | $459.3K | 0.16% | −4,217−33.2% | Reduced |
| Equitable Holdings, Inc. | 8,570 | $463.5K | 0.01% | −11,746−57.8% | Reduced |
| GWM Advisors LLC | 8,584 | $464.3K | 0.01% | +1,307+18.0% | Added |
| Burney Co | 8,604 | $465.3K | 0.02% | +360+4.4% | Added |
| Centaurus Financial, Inc. | 8,749 | $473.0K | 0.04% | −743−7.8% | Reduced |
| Family Legacy, Inc. | 8,930 | $482.9K | 0.20% | +430+5.1% | Added |
| E. Ohman J:or Asset Management AB | 9,000 | $486.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,113 | $492.8K | 0.00% | −1,275−12.3% | Reduced |
| Octavia Wealth Advisors, LLC | 8,958 | $494.0K | 0.10% | +4,122+85.2% | Added |
| Triumph Capital Management | 9,044 | $498.8K | 0.23% | +797+9.7% | Added |
| Prudential PLC | 9,229 | $499.1K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,238 | $499.6K | 0.01% | +2,918+46.2% | Added |
| Insight Wealth Partners, LLC | 9,242 | $499.8K | 0.42% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,245 | $500.0K | 0.05% | −1,078−10.4% | Reduced |
| First City Capital Management, Inc. | 9,390 | $507.8K | 0.32% | −142−1.5% | Reduced |
| SageView Advisory Group, LLC | 9,494 | $513.4K | 0.03% | −216−2.2% | Reduced |
| Focus Financial Network, Inc. | 9,433 | $520.2K | 0.03% | −2,163−18.7% | Reduced |
| First National Trust Co | 9,628 | $520.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,650 | $521.9K | 0.01% | −200−2.0% | Reduced |
| Penserra Capital Management LLC | 9,701 | $523.0K | 0.01% | +1,114+13.0% | Added |
| D.A. Davidson & Co. | 9,738 | $526.7K | 0.01% | −3,087−24.1% | Reduced |
| Accel Wealth Management | 9,745 | $527.0K | 0.29% | +9,745 | New |
| Wellington Shields & Co., LLC | 9,758 | $527.7K | 0.13% | −3,640−27.2% | Reduced |
| Coldstream Capital Management Inc | 9,787 | $529.3K | 0.02% | +9,787 | New |
| United Capital Financial Advisers, LLC | 9,996 | $540.6K | 0.00% | −3,416−25.5% | Reduced |
| Point72 Asset Management, L.P. | 10,000 | $540.8K | 0.00% | +10,000 | New |
| Eldridge Investment Advisors, Inc. | 10,075 | $545.0K | 0.18% | +775+8.3% | Added |
| Intech Investment Management LLC | 10,084 | $545.3K | 0.01% | +2,109+26.4% | Added |
| Arbor Capital Management Inc | 10,251 | $547.1K | 0.49% | +641+6.7% | Added |
| Candriam Luxembourg S.C.A. | 10,363 | $548.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $553.9K | 0.01% | −350−3.4% | Reduced |
| Lincoln National Corp | 10,372 | $561.0K | 0.01% | +927+9.8% | Added |
| Virtue Capital Management, LLC | 8,191 | $562.1K | 0.10% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $562.4K | 0.17% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 10,482 | $566.9K | 0.35% | +434+4.3% | Added |
| Liberty One Investment Management, LLC | 10,521 | $569.0K | 0.08% | +118+1.1% | Added |
| Wambolt & Associates, LLC | 10,651 | $569.6K | 0.21% | −296−2.7% | Reduced |
| Elequin Capital LP | 10,580 | $572.2K | 0.11% | +4,252+67.2% | Added |
| Hudson Portfolio Management LLC | 10,607 | $573.6K | 0.65% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,647 | $575.8K | 0.01% | −50.0% | Reduced |
| Clear Creek Financial Management, LLC | 10,652 | $576.1K | 0.10% | +30.0% | Added |
| Samalin Investment Counsel, LLC | 10,742 | $580.9K | 0.33% | +1,235+13.0% | Added |
| Norinchukin Bank, The | 10,787 | $583.4K | 0.01% | +671+6.6% | Added |
| Old Port Advisors | 10,810 | $584.6K | 0.21% | +10,810 | New |
| Highlander Capital Management, LLC | 10,825 | $585.0K | 0.23% | +4,100+61.0% | Added |
| TownSquare Capital, LLC | 10,884 | $588.6K | 0.01% | −2,555−19.0% | Reduced |
| MKT Advisors LLC | 11,107 | $594.0K | 0.45% | −31−0.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,326 | $612.5K | 0.00% | +11,326 | New |
| Ossiam | 11,400 | $616.5K | 0.01% | +7,009+159.6% | Added |
| Peddock Capital Advisors, LLC | 11,419 | $617.5K | 0.21% | −41−0.4% | Reduced |
| Oak Thistle LLC | 11,451 | $619.3K | 0.18% | +11,451 | New |
| Ethic Inc. | 11,484 | $621.1K | 0.02% | +4,387+61.8% | Added |
| Bank of Nova Scotia | 11,534 | $623.8K | 0.00% | +1,698+17.3% | Added |
| Cooper Financial Group | 11,573 | $625.9K | 0.15% | +272+2.4% | Added |
| Diligent Investors, LLC | 11,588 | $626.7K | 0.19% | +6,797+141.9% | Added |
| Flagship Private Wealth, LLC | 11,746 | $635.2K | 0.56% | −1,028−8.0% | Reduced |
| Adams Wealth Management | 11,834 | $640.0K | 0.22% | +383+3.3% | Added |
| Shell Asset Management Co | 11,838 | $640.0K | 0.03% | −313−2.6% | Reduced |
| Howe & Rusling Inc | 11,899 | $643.5K | 0.08% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 12,028 | $650.5K | 0.09% | +583+5.1% | Added |
| GoalVest Advisory LLC | 12,521 | $677.1K | 0.34% | −403−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,558 | $679.1K | 0.00% | −1,426−10.2% | Reduced |
| Heirloom Wealth Management | 12,575 | $680.0K | 0.30% | −74−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,655 | $684.4K | 0.01% | −1,742−12.1% | Reduced |
| Perigon Wealth Management, LLC | 12,679 | $685.6K | 0.03% | −25−0.2% | Reduced |