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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 25,871 | $1.40M | 0.47% | +795+3.2% | Added |
| Lakeview Capital Partners, LLC | 26,534 | $1.43M | 0.28% | −2,980−10.1% | Reduced |
| PEAK6 Investments LLC | 27,025 | $1.46M | 0.07% | +21,688+406.4% | Added |
| Moors & Cabot, Inc. | 27,760 | $1.50M | 0.10% | +1,194+4.5% | Added |
| Meritage Portfolio Management | 27,864 | $1.51M | 0.11% | −30,328−52.1% | Reduced |
| Ostrum Asset Management | 28,130 | $1.52M | 0.14% | +14,243+102.6% | Added |
| Herold Advisors, Inc. | 28,237 | $1.53M | 0.46% | +1,473+5.5% | Added |
| 1832 Asset Management L.P. | 28,296 | $1.53M | 0.00% | −18,796−39.9% | Reduced |
| TD Asset Management Inc | 28,613 | $1.55M | 0.00% | −74,217−72.2% | Reduced |
| Integrated Wealth Concepts LLC | 28,795 | $1.56M | 0.03% | +368+1.3% | Added |
| Spirit of America Management Corp | 28,950 | $1.57M | 0.35% | −1,000−3.3% | Reduced |
| Baird Financial Group, Inc. | 29,112 | $1.57M | 0.00% | −2,180−7.0% | Reduced |
| CWM Advisors, LLC | 29,175 | $1.58M | 0.20% | −826−2.8% | Reduced |
| Mutual Advisors, LLC | 29,235 | $1.58M | 0.06% | −38,347−56.7% | Reduced |
| Wealthcare Advisory Partners LLC | 29,510 | $1.60M | 0.07% | +1,008+3.5% | Added |
| Paradiem, LLC | 29,717 | $1.61M | 0.48% | 00.0% | Unchanged |
| Excalibur Management Corp | 30,142 | $1.63M | 0.85% | +2,524+9.1% | Added |
| Hilltop Partners LLC | 30,351 | $1.64M | 0.69% | −1,360−4.3% | Reduced |
| AXA S.A. | 31,075 | $1.65M | 0.01% | +16,958+120.1% | Added |
| M&T Bank Corp | 30,366 | $1.65M | 0.01% | −1,081−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,819 | $1.67M | 0.02% | +30,819 | New |
| Pictet & Cie (Europe) SA | 30,871 | $1.67M | 0.06% | −287−0.9% | Reduced |
| Truvestments Capital LLC | 31,151 | $1.68M | 0.88% | +883+2.9% | Added |
| Bahl & Gaynor Inc | 31,756 | $1.72M | 0.01% | −8,038−20.2% | Reduced |
| Swedbank AB | 32,019 | $1.73M | 0.00% | −230,020−87.8% | Reduced |
| Manufacturers Life Insurance Company, The | 32,736 | $1.77M | 0.00% | +23,697+262.2% | Added |
| Investmark Advisory Group LLC | 33,022 | $1.79M | 1.21% | +465+1.4% | Added |
| Dark Forest Capital Management LP | 33,033 | $1.79M | 0.15% | +20,731+168.5% | Added |
| US Bancorp | 33,373 | $1.80M | 0.00% | +4,727+16.5% | Added |
| TFG Advisers LLC | 33,375 | $1.80M | 0.85% | −1,328−3.8% | Reduced |
| HBW Advisory Services LLC | 33,693 | $1.82M | 0.38% | +15,042+80.6% | Added |
| Gradient Capital Advisors, LLC | 33,981 | $1.84M | 0.77% | −1,315−3.7% | Reduced |
| D L Carlson Investment Group Inc | 34,046 | $1.84M | 0.37% | −3,712−9.8% | Reduced |
| Wealthfront Advisers LLC | 34,185 | $1.85M | 0.01% | −5,396−13.6% | Reduced |
| Pathway Financial Advisers, LLC | 34,283 | $1.85M | 0.77% | +34,283 | New |
| Presima Inc. | 34,316 | $1.86M | 0.48% | −7,534−18.0% | Reduced |
| Sowell Financial Services LLC | 33,909 | $1.87M | 0.12% | +2,805+9.0% | Added |
| Weaver Consulting Group | 34,947 | $1.89M | 0.85% | +310+0.9% | Added |
| The PNC Financial Services Group, Inc. | 35,895 | $1.94M | 0.00% | −2,337−6.1% | Reduced |
| Utah Retirement Systems | 36,476 | $1.97M | 0.03% | +200+0.6% | Added |
| Bensler, LLC | 36,604 | $1.98M | 0.38% | +627+1.7% | Added |
| Wellington Management Group LLP | 37,194 | $2.01M | 0.00% | +15,763+73.6% | Added |
| Pensionfund Sabic | 38,304 | $2.07M | 0.73% | +4,900+14.7% | Added |
| Vident Advisory, LLC | 38,475 | $2.08M | 0.06% | +38,475 | New |
| Bramshill Investments, LLC | 38,625 | $2.09M | 0.24% | −4,229−9.9% | Reduced |
| Gateway Investment Advisers LLC | 39,064 | $2.11M | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 39,338 | $2.13M | 0.01% | −72−0.2% | Reduced |
| First Republic Investment Management, Inc. | 40,173 | $2.17M | 0.01% | −5,453−12.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 42,220 | $2.27M | 1.63% | +42,220 | New |
| Prudential Financial Inc | 43,148 | $2.33M | 0.00% | +25,312+141.9% | Added |
| Capital Square, LLC | 44,482 | $2.39M | 3.22% | −784−1.7% | Reduced |
| IFM Investors Pty Ltd | 44,488 | $2.41M | 0.03% | +945+2.2% | Added |
| DnB Asset Management AS | 45,029 | $2.44M | 0.01% | +12,039+36.5% | Added |
| Brown, Lisle/Cummings, Inc. | 45,171 | $2.44M | 1.11% | −11,949−20.9% | Reduced |
| Blair William & Co | 45,319 | $2.45M | 0.01% | −10,197−18.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 46,390 | $2.51M | 1.95% | +12,025+35.0% | Added |
| Prairiewood Capital, LLC | 46,469 | $2.51M | 1.63% | +2,480+5.6% | Added |
| Agf Management Ltd | 46,499 | $2.51M | 0.02% | −4,864−9.5% | Reduced |
| Squarepoint Ops LLC | 46,816 | $2.53M | 0.01% | −45,934−49.5% | Reduced |
| Rench Wealth Management, Inc. | 47,028 | $2.54M | 1.17% | −470−1.0% | Reduced |
| XML Financial, LLC | 47,202 | $2.55M | 0.31% | −3,202−6.4% | Reduced |
| Nissay Asset Management Corp | 48,530 | $2.62M | 0.02% | +1,541+3.3% | Added |
| Andra AP-fonden | 49,400 | $2.67M | 0.16% | −7,200−12.7% | Reduced |
| Wellington Shields Capital Management, LLC | 50,144 | $2.71M | 0.36% | +560+1.1% | Added |
| Pensionfund DSM Netherlands | 51,800 | $2.80M | 1.95% | +11,800+29.5% | Added |
| Inspirion Wealth Advisors, LLC | 52,150 | $2.82M | 0.55% | −3,173−5.7% | Reduced |
| Avantax Advisory Services, Inc. | 52,402 | $2.83M | 0.03% | +2,429+4.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 52,408 | $2.83M | 0.02% | +2,262+4.5% | Added |
| HighTower Advisors, LLC | 54,480 | $2.95M | 0.01% | −12,176−18.3% | Reduced |
| Cohen Capital Management, Inc. | 54,535 | $2.95M | 0.60% | +20,235+59.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,774 | $2.96M | 0.05% | −54−0.1% | Reduced |
| Romano Brothers and Company | 55,165 | $2.98M | 0.46% | +775+1.4% | Added |
| AE Wealth Management LLC | 55,302 | $2.99M | 0.02% | +2,222+4.2% | Added |
| Wolverine Asset Management LLC | 55,356 | $2.99M | 0.06% | +31,289+130.0% | Added |
| CI Private Wealth, LLC | 56,006 | $3.03M | 0.01% | +9,595+20.7% | Added |
| Cozad Asset Management Inc | 56,064 | $3.03M | 0.39% | −1,360−2.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 56,780 | $3.07M | 0.30% | +56,780 | New |
| Arizona State Retirement System | 58,356 | $3.16M | 0.03% | −170.0% | Reduced |
| Hantz Financial Services, Inc. | 58,782 | $3.18M | 0.08% | +1,124+1.9% | Added |
| AdvisorNet Financial, Inc | 58,795 | $3.18M | 0.29% | −1,433−2.4% | Reduced |
| QRG Capital Management, Inc. | 60,184 | $3.25M | 0.06% | +60,184 | New |
| UniSuper Management Pty Ltd | 61,900 | $3.35M | 0.04% | +700+1.1% | Added |
| Colonial Trust Advisors | 62,947 | $3.40M | 0.39% | −257−0.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 63,155 | $3.42M | 3.31% | −871−1.4% | Reduced |
| Toronto Dominion Bank | 66,329 | $3.51M | 0.01% | −10,268−13.4% | Reduced |
| Creative Planning | 64,973 | $3.51M | 0.00% | −1,943−2.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 65,026 | $3.52M | 0.16% | −213−0.3% | Reduced |
| Mercer Global Advisors Inc | 65,240 | $3.53M | 0.01% | +1,803+2.8% | Added |
| Millennium Management LLC | 67,002 | $3.62M | 0.00% | +67,002 | New |
| AQR Capital Management LLC | 67,791 | $3.67M | 0.01% | +24,045+55.0% | Added |
| Karpas Strategies, LLC | 67,848 | $3.67M | 1.35% | +411+0.6% | Added |
| Te Ahumairangi Investment Management Ltd | 67,889 | $3.67M | 0.60% | −9,940−12.8% | Reduced |
| Crawford Investment Counsel Inc | 69,338 | $3.75M | 0.08% | −1,369−1.9% | Reduced |
| USS Investment Management Ltd | 70,072 | $3.79M | 0.04% | +16,843+31.6% | Added |
| Van Eck Associates Corp | 70,225 | $3.80M | 0.01% | +2,031+3.0% | Added |
| Atria Wealth Solutions, Inc. | 70,204 | $3.81M | 0.05% | +16,673+31.1% | Added |
| Neuberger Berman Group LLC | 71,186 | $3.85M | 0.00% | −5,096−6.7% | Reduced |
| Granite Bay Wealth Management, LLC | 60,826 | $3.98M | 0.04% | +60,826 | New |
| Caption Management, LLC | 75,000 | $4.06M | 0.52% | +75,000 | New |
| Sequoia Financial Advisors, LLC | 75,576 | $4.09M | 0.07% | −5,556−6.8% | Reduced |