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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
Raub Brock Capital Management LP0$00.00%−5,390−100.0%Sold out
Chesley Taft & Associates LLC0$00.00%−5,017−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−4,617−100.0%Sold out
Mitchell Sinkler & Starr0$00.00%−4,625−100.0%Sold out
DuPont Capital Management Corp0$00.00%−4,596−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−4,546−100.0%Sold out
Patton Albertson Miller Group, LLC0$00.00%−4,492−100.0%Sold out
Regions Financial Corp0$00.00%−4,457−100.0%Sold out
Bridgewealth Advisory Group, LLC0$00.00%−4,238−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−4,123−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−3,893−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−3,849−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−3,809−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−3,714−100.0%Sold out
Fundamentun, LLC0$00.00%−3,701−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−3,698−100.0%Sold out
TTP Investments, Inc.0$00.00%−3,678−100.0%Sold out
Silverlake Wealth Management LLC0$00.00%−3,660−100.0%Sold out
Beacon Bridge Wealth Partners, LLC0$00.00%−3,613−100.0%Sold out
New York Life Investment Management LLC0$00.00%−3,603−100.0%Sold out
Ritholtz Wealth Management0$00.00%−3,565−100.0%Sold out
Essex Savings Bank0$00.00%−3,564−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−3,560−100.0%Sold out
Churchill Management Corp0$00.00%−3,557−100.0%Sold out
Wilbanks Smith & Thomas Asset Management LLC0$00.00%−3,544−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−3,450−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−3,417−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−3,281−100.0%Sold out
Archetype Wealth Partners0$00.00%−3,276−100.0%Sold out
Veritable, L.P.0$00.00%−3,261−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−3,251−100.0%Sold out
Pure Financial Advisors, Inc.0$00.00%−3,209−100.0%Sold out
BOS Asset Management, LLC0$00.00%−3,200−100.0%Sold out
Eaton Financial Holdings Company, LLC0$00.00%−3,192−100.0%Sold out
Morris Retirement Advisors, LLC0$00.00%−3,182−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−3,163−100.0%Sold out
Old National Bancorp0$00.00%−3,162−100.0%Sold out
Maven Securities LTD0$00.00%−3,154−100.0%Sold out
Valmark Advisers, Inc.0$00.00%−3,135−100.0%Sold out
Schnieders Capital Management LLC0$00.00%−3,082−100.0%Sold out
Intelligence Driven Advisers, LLC0$00.00%−3,000−100.0%Sold out
Roof Eidam & Maycock0$00.00%−3,000−100.0%Sold out
M. Kulyk & Associates, LLC0$00.00%−2,995−100.0%Sold out
Savant Capital, LLC0$00.00%−2,961−100.0%Sold out
Horan Securities, Inc.0$00.00%−2,045−100.0%Sold out
Baldwin Brothers Inc0$00.00%−800−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−788−100.0%Sold out
Ridgewood Investments LLC0$00.00%−750−100.0%Sold out
Buck Wealth Strategies, LLC0$00.00%−677−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−600−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−570−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−546−100.0%Sold out
Perkins Coie Trust Co0$00.00%−526−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−514−100.0%Sold out
Quarry LP0$00.00%−420−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−325−100.0%Sold out
JNBA Financial Advisors0$00.00%−250−100.0%Sold out
Riverview Trust Co0$00.00%−172−100.0%Sold out
Red Tortoise LLC0$00.00%−132−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−48−100.0%Sold out
Bartlett & Co. LLC0$00.00%−48−100.0%Sold out
Live Oak Investment Partners0$00.00%–Sold out
Resources Management Corp0$00.00%−20−100.0%Sold out
Abound Wealth Management0$00.00%−4−100.0%Sold out
Silicon Valley Capital Partners0$00.00%0Sold out
Bollard Group LLC0$00.00%−5−100.0%Sold out
Pictet Asset Management SA––––Not filed
EA Series Trust––––Not filed
Lumature Wealth Partners, LLC––––Not filed
BFT Financial Group, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
McMillion Capital Management Inc––––Not filed
Coastal Capital Group, Inc.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Endurance Wealth Management, Inc.––––Not filed
Piershale Financial Group, Inc.––––Not filed