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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 12,704 | $687.0K | 0.00% | −14,007−52.4% | Reduced |
| Fiera Capital Corp | 12,711 | $687.4K | 0.00% | +180+1.4% | Added |
| Versor Investments LP | 12,792 | $691.8K | 0.14% | +2,500+24.3% | Added |
| Lazard Asset Management LLC | 12,878 | $695.0K | 0.00% | +5,033+64.2% | Added |
| J.W. Cole Advisors, Inc. | 12,933 | $699.4K | 0.05% | −20.0% | Reduced |
| Raymond James Trust N.A. | 13,227 | $715.3K | 0.02% | −657−4.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $716.6K | 0.02% | −129,611−90.7% | Reduced |
| Ontario Teachers Pension Plan Board | 13,262 | $717.2K | 0.01% | +13,262 | New |
| Stephens Inc | 13,308 | $719.7K | 0.01% | −475−3.4% | Reduced |
| Vista Investment Management | 13,327 | $720.7K | 0.38% | −372−2.7% | Reduced |
| Aurora Private Wealth, Inc. | 13,327 | $721.0K | 0.80% | −36−0.3% | Reduced |
| Private Trust Co NA | 13,402 | $724.8K | 0.10% | −228−1.7% | Reduced |
| FLC Capital Advisors | 13,432 | $726.4K | 0.22% | 00.0% | Unchanged |
| KBC Group NV | 13,514 | $731.0K | 0.00% | −13,451−49.9% | Reduced |
| Connectus Wealth, LLC | 13,645 | $737.9K | 0.02% | +13,645 | New |
| Global Retirement Partners, LLC | 14,175 | $740.1K | 0.04% | −4,864−25.5% | Reduced |
| Walleye Capital LLC | 13,839 | $748.4K | 0.01% | +2,288+19.8% | Added |
| D. E. Shaw & Co., Inc. | 13,845 | $748.7K | 0.00% | −62,378−81.8% | Reduced |
| Cerity Partners LLC | 13,865 | $750.1K | 0.00% | −3,278−19.1% | Reduced |
| Kovack Advisors, Inc. | 13,882 | $750.7K | 0.10% | +5,482+65.3% | Added |
| Garda Capital Partners LP | 13,889 | $751.1K | 0.48% | +13,889 | New |
| Sigma Planning Corp | 13,908 | $752.2K | 0.03% | −1,081−7.2% | Reduced |
| Naviter Wealth, LLC | 13,673 | $754.1K | 0.18% | +3,515+34.6% | Added |
| Client 1st Advisory Group, LLC | 14,023 | $758.4K | 0.40% | +2,050+17.1% | Added |
| Advisory Services Network, LLC | 14,133 | $764.3K | 0.02% | +832+6.3% | Added |
| Nordea Investment Management AB | 14,017 | $764.8K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,158 | $765.7K | 0.23% | +4,018+39.6% | Added |
| Cornerstone Wealth Management, LLC | 14,214 | $768.5K | 0.07% | −43−0.3% | Reduced |
| RMB Capital Management, LLC | 14,363 | $776.8K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,382 | $777.8K | 0.00% | +164+1.2% | Added |
| Erste Asset Management GmbH | 14,400 | $787.4K | 0.01% | −4,200−22.6% | Reduced |
| BFSG, LLC | 14,589 | $789.0K | 0.13% | +5,574+61.8% | Added |
| JustInvest LLC | 14,703 | $795.2K | 0.02% | +5,024+51.9% | Added |
| FORA Capital, LLC | 14,750 | $797.7K | 0.07% | −15,029−50.5% | Reduced |
| AXS Investments LLC | 14,771 | $798.8K | 0.21% | +14,771 | New |
| C2C Wealth Management, LLC | 15,063 | $802.1K | 0.11% | +450+3.1% | Added |
| LGT Financial Advisors LLC | 15,199 | $822.0K | 1.04% | +597+4.1% | Added |
| Independent Advisor Alliance | 15,231 | $823.7K | 0.04% | −3,281−17.7% | Reduced |
| Texas Yale Capital Corp. | 15,285 | $826.6K | 0.04% | +50.0% | Added |
| Quantinno Capital Management LP | 15,567 | $842.0K | 0.04% | +15,567 | New |
| Horizon Kinetics Asset Management LLC | 15,800 | $854.5K | 0.02% | +2,450+18.4% | Added |
| Belpointe Asset Management LLC | 15,920 | $861.0K | 0.09% | +3,547+28.7% | Added |
| Alpha Omega Wealth Management LLC | 16,097 | $870.5K | 0.15% | −892−5.3% | Reduced |
| Maryland State Retirement & Pension System | 16,211 | $876.7K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 16,274 | $880.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16,386 | $885.0K | 0.04% | +12,332+304.2% | Added |
| National Asset Management, Inc. | 16,104 | $888.1K | 0.02% | −15,099−48.4% | Reduced |
| Metis Global Partners, LLC | 16,521 | $893.5K | 0.04% | +640+4.0% | Added |
| Principal Financial Group Inc | 16,660 | $901.0K | 0.00% | +866+5.5% | Added |
| SRS Capital Advisors, Inc. | 16,731 | $904.8K | 0.11% | +148+0.9% | Added |
| IHT Wealth Management, LLC | 16,813 | $909.2K | 0.05% | +1,409+9.1% | Added |
| Founders Financial Alliance, LLC | 16,826 | $910.0K | 0.40% | −153−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 17,116 | $925.6K | 0.03% | −2,442−12.5% | Reduced |
| Paradigm Financial Partners, LLC | 17,691 | $926.7K | 0.26% | +10+0.1% | Added |
| Apollon Wealth Management, LLC | 17,249 | $932.8K | 0.05% | −2,744−13.7% | Reduced |
| Schroder Investment Management Group | 17,427 | $942.5K | 0.00% | −212−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,656 | $954.9K | 0.01% | +2,334+15.2% | Added |
| Beacon Investment Advisory Services, Inc. | 17,770 | $961.0K | 0.05% | −113−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 17,921 | $969.0K | 0.03% | +261+1.5% | Added |
| Warren Averett Asset Management, LLC | 17,934 | $969.9K | 0.04% | +17,934 | New |
| Lockheed Martin Investment Management Co | 15,075 | $985.4K | 0.08% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 18,462 | $998.4K | 0.12% | −784−4.1% | Reduced |
| Stratos Wealth Partners, LTD. | 18,683 | $1.01M | 0.02% | +4,068+27.8% | Added |
| Mackenzie Financial Corp | 19,387 | $1.02M | 0.00% | −5,515−22.1% | Reduced |
| Independent Financial Group, LLC | 18,790 | $1.02M | 0.07% | +1,244+7.1% | Added |
| Robertson Stephens Wealth Management, LLC | 18,495 | $1.02M | 0.07% | −3,808−17.1% | Reduced |
| Griffin Asset Management, Inc. | 19,278 | $1.04M | 0.15% | −8,029−29.4% | Reduced |
| British Columbia Investment Management Corp | 19,298 | $1.04M | 0.01% | +21+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,300 | $1.04M | 0.00% | +19,300 | New |
| Janus Henderson Group PLC | 19,340 | $1.05M | 0.00% | −34,924−64.4% | Reduced |
| D.B. Root & Company, LLC | 19,580 | $1.06M | 0.41% | −760−3.7% | Reduced |
| Dynamic Advisor Solutions LLC | 19,592 | $1.06M | 0.05% | +724+3.8% | Added |
| Commerce Bank | 19,721 | $1.07M | 0.01% | −112,743−85.1% | Reduced |
| Gulf International Bank (UK) Ltd | 19,787 | $1.07M | 0.03% | −1,674−7.8% | Reduced |
| Harbor Investment Advisory, LLC | 19,992 | $1.08M | 0.14% | +3,333+20.0% | Added |
| M Holdings Securities, Inc. | 20,154 | $1.09M | 0.14% | +13,912+222.9% | Added |
| Amalgamated Bank | 20,362 | $1.10M | 0.01% | +21+0.1% | Added |
| Public Sector Pension Investment Board | 20,611 | $1.11M | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 21,067 | $1.14M | 0.52% | +5,266+33.3% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.14M | 0.01% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 21,212 | $1.15M | 0.02% | −67,609−76.1% | Reduced |
| Richard P Slaughter Associates Inc | 21,539 | $1.16M | 0.31% | +3,828+21.6% | Added |
| RB Capital Management, LLC | 21,702 | $1.17M | 0.38% | −312−1.4% | Reduced |
| Adams Asset Advisors, LLC | 21,849 | $1.18M | 0.16% | +16,804+333.1% | Added |
| Arete Wealth Advisors, LLC | 21,969 | $1.19M | 0.21% | −739−3.3% | Reduced |
| Argent Trust Co | 22,153 | $1.20M | 0.07% | +4,205+23.4% | Added |
| Colonial Trust Co | 22,206 | $1.20M | 0.30% | +507+2.3% | Added |
| Gamco Investors, Inc. Et Al | 22,600 | $1.22M | 0.01% | +3,000+15.3% | Added |
| WCG Wealth Advisors LLC | 22,621 | $1.22M | 0.09% | +22,621 | New |
| Thrivent Financial for Lutherans | 23,312 | $1.27M | 0.00% | −16,285−41.1% | Reduced |
| Atria Investments LLC | 23,821 | $1.29M | 0.02% | +179+0.8% | Added |
| South Dakota Investment Council | 24,234 | $1.31M | 0.03% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 24,326 | $1.32M | 0.53% | −353−1.4% | Reduced |
| Associated Banc-Corp | 24,800 | $1.34M | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,897 | $1.35M | 0.07% | −5,686−18.6% | Reduced |
| Captrust Financial Advisors | 24,953 | $1.35M | 0.01% | −4,008−13.8% | Reduced |
| Wealthstar Advisors, LLC | 25,042 | $1.35M | 0.59% | −327−1.3% | Reduced |
| CWM, LLC | 25,064 | $1.35M | 0.01% | +2,649+11.8% | Added |
| Jane Street Group, LLC | 25,132 | $1.36M | 0.00% | −23,901−48.7% | Reduced |
| Alaska Permanent Fund Corp | 25,194 | $1.36M | 0.03% | −377−1.5% | Reduced |