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 |
|---|---|---|---|---|---|
| Stony Point Wealth Management Inc. | 119,130 | $6.39M | 3.32% | −2,649−2.2% | Reduced |
| Rock Point Advisors, LLC | 117,222 | $6.34M | 2.19% | +57,787+97.2% | Added |
| State of Wisconsin Investment Board | 117,210 | $6.34M | 0.02% | +5,826+5.2% | Added |
| Verdence Capital Advisors LLC | 116,519 | $6.30M | 0.68% | −200.0% | Reduced |
| Allworth Financial LP | 113,730 | $6.15M | 0.05% | −347−0.3% | Reduced |
| Treasurer of the State of North Carolina | 111,808 | $6.05M | 0.03% | −898−0.8% | Reduced |
| Guggenheim Capital LLC | 110,205 | $5.96M | 0.05% | −12,468−10.2% | Reduced |
| Westwood Holdings Group Inc. | 110,000 | $5.95M | 0.06% | +55,000+100.0% | Added |
| Pictet Asset Management Holding SA | 108,909 | $5.89M | 0.01% | +108,909 | New |
| State of New Jersey Common Pension Fund D | 107,049 | $5.79M | 0.02% | −3,748−3.4% | Reduced |
| Private Capital Advisors, Inc. | 107,276 | $5.75M | 0.89% | −9,545−8.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 106,061 | $5.74M | 1.79% | +2,386+2.3% | Added |
| Illinois Municipal Retirement Fund | 105,894 | $5.73M | 0.11% | +33,155+45.6% | Added |
| Royal London Asset Management Ltd | 103,462 | $5.60M | 0.02% | +13,039+14.4% | Added |
| Aviva PLC | 102,381 | $5.54M | 0.02% | +26,722+35.3% | Added |
| Stifel Financial Corp | 100,515 | $5.44M | 0.01% | −1,395−1.4% | Reduced |
| Hoylecohen, LLC | 98,791 | $5.34M | 0.50% | −386−0.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,434 | $5.27M | 0.07% | +8,400+9.4% | Added |
| CIBC Asset Management Inc | 97,336 | $5.26M | 0.02% | −457−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 96,367 | $5.21M | 0.15% | −4,256−4.2% | Reduced |
| Cetera Investment Advisers | 96,330 | $5.21M | 0.04% | −3,222−3.2% | Reduced |
| Victory Capital Management Inc | 95,354 | $5.16M | 0.01% | −16,944−15.1% | Reduced |
| Ensign Peak Advisors, Inc | 94,039 | $5.09M | 0.01% | +11,919+14.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 91,903 | $4.97M | 0.02% | −52,081−36.2% | Reduced |
| MML Investors Services, LLC | 89,277 | $4.83M | 0.03% | +5,973+7.2% | Added |
| DekaBank Deutsche Girozentrale | 87,730 | $4.78M | 0.01% | −26,430−23.2% | Reduced |
| Forsta Ap-Fonden | 88,000 | $4.76M | 0.05% | +18,700+27.0% | Added |
| Nicholas Company, Inc. | 87,095 | $4.71M | 0.09% | −380−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 86,760 | $4.69M | 0.04% | −1,164−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 86,041 | $4.65M | 0.06% | +29,400+51.9% | Added |
| Advocate Group LLC | 85,351 | $4.62M | 1.07% | −7,592−8.2% | Reduced |
| Cetera Advisor Networks LLC | 84,380 | $4.56M | 0.03% | −1,892−2.2% | Reduced |
| Standard Life Aberdeen plc | 84,217 | $4.55M | 0.01% | +5,229+6.6% | Added |
| Sheets Smith Wealth Management | 83,557 | $4.52M | 0.69% | +2,820+3.5% | Added |
| First Trust Advisors LP | 83,303 | $4.51M | 0.01% | +10,217+14.0% | Added |
| Teacher Retirement System of Texas | 82,717 | $4.47M | 0.03% | −10,510−11.3% | Reduced |
| Private Advisor Group, LLC | 82,084 | $4.44M | 0.04% | +5,588+7.3% | Added |
| Mariner, LLC | 81,383 | $4.40M | 0.01% | −297−0.4% | Reduced |
| EWG Elevate Inc. | 80,837 | $4.37M | 1.98% | −9,162−10.2% | Reduced |
| Macquarie Group Ltd | 80,640 | $4.36M | 0.01% | −4,921−5.8% | Reduced |
| Employees Retirement System of Texas | 80,500 | $4.35M | 0.06% | −15,000−15.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,156 | $4.33M | 0.02% | −270−0.3% | Reduced |
| SOA Wealth Advisors, LLC. | 78,799 | $4.26M | 1.06% | −7,535−8.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 77,610 | $4.20M | 0.01% | −48,151−38.3% | Reduced |
| Demars Financial Group, LLC | 76,214 | $4.12M | 2.36% | +9,334+14.0% | Added |
| Korea Investment CORP | 75,625 | $4.09M | 0.01% | +1,885+2.6% | Added |
| Sequoia Financial Advisors, LLC | 75,576 | $4.09M | 0.07% | −5,556−6.8% | Reduced |
| Caption Management, LLC | 75,000 | $4.06M | 0.52% | +75,000 | New |
| Granite Bay Wealth Management, LLC | 60,826 | $3.98M | 0.04% | +60,826 | New |
| Neuberger Berman Group LLC | 71,186 | $3.85M | 0.00% | −5,096−6.7% | Reduced |
| Atria Wealth Solutions, Inc. | 70,204 | $3.81M | 0.05% | +16,673+31.1% | Added |
| Van Eck Associates Corp | 70,225 | $3.80M | 0.01% | +2,031+3.0% | Added |
| USS Investment Management Ltd | 70,072 | $3.79M | 0.04% | +16,843+31.6% | Added |
| Crawford Investment Counsel Inc | 69,338 | $3.75M | 0.08% | −1,369−1.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 67,889 | $3.67M | 0.60% | −9,940−12.8% | Reduced |
| Karpas Strategies, LLC | 67,848 | $3.67M | 1.35% | +411+0.6% | Added |
| AQR Capital Management LLC | 67,791 | $3.67M | 0.01% | +24,045+55.0% | Added |
| Millennium Management LLC | 67,002 | $3.62M | 0.00% | +67,002 | New |
| Mercer Global Advisors Inc | 65,240 | $3.53M | 0.01% | +1,803+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 65,026 | $3.52M | 0.16% | −213−0.3% | Reduced |
| Creative Planning | 64,973 | $3.51M | 0.00% | −1,943−2.9% | Reduced |
| Toronto Dominion Bank | 66,329 | $3.51M | 0.01% | −10,268−13.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 63,155 | $3.42M | 3.31% | −871−1.4% | Reduced |
| Colonial Trust Advisors | 62,947 | $3.40M | 0.39% | −257−0.4% | Reduced |
| UniSuper Management Pty Ltd | 61,900 | $3.35M | 0.04% | +700+1.1% | Added |
| QRG Capital Management, Inc. | 60,184 | $3.25M | 0.06% | +60,184 | New |
| AdvisorNet Financial, Inc | 58,795 | $3.18M | 0.29% | −1,433−2.4% | Reduced |
| Hantz Financial Services, Inc. | 58,782 | $3.18M | 0.08% | +1,124+1.9% | Added |
| Arizona State Retirement System | 58,356 | $3.16M | 0.03% | −170.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 56,780 | $3.07M | 0.30% | +56,780 | New |
| Cozad Asset Management Inc | 56,064 | $3.03M | 0.39% | −1,360−2.4% | Reduced |
| CI Private Wealth, LLC | 56,006 | $3.03M | 0.01% | +9,595+20.7% | Added |
| Wolverine Asset Management LLC | 55,356 | $2.99M | 0.06% | +31,289+130.0% | Added |
| AE Wealth Management LLC | 55,302 | $2.99M | 0.02% | +2,222+4.2% | Added |
| Romano Brothers and Company | 55,165 | $2.98M | 0.46% | +775+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,774 | $2.96M | 0.05% | −54−0.1% | Reduced |
| Cohen Capital Management, Inc. | 54,535 | $2.95M | 0.60% | +20,235+59.0% | Added |
| HighTower Advisors, LLC | 54,480 | $2.95M | 0.01% | −12,176−18.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 52,408 | $2.83M | 0.02% | +2,262+4.5% | Added |
| Avantax Advisory Services, Inc. | 52,402 | $2.83M | 0.03% | +2,429+4.9% | Added |
| Inspirion Wealth Advisors, LLC | 52,150 | $2.82M | 0.55% | −3,173−5.7% | Reduced |
| Pensionfund DSM Netherlands | 51,800 | $2.80M | 1.95% | +11,800+29.5% | Added |
| Wellington Shields Capital Management, LLC | 50,144 | $2.71M | 0.36% | +560+1.1% | Added |
| Andra AP-fonden | 49,400 | $2.67M | 0.16% | −7,200−12.7% | Reduced |
| Nissay Asset Management Corp | 48,530 | $2.62M | 0.02% | +1,541+3.3% | Added |
| XML Financial, LLC | 47,202 | $2.55M | 0.31% | −3,202−6.4% | Reduced |
| Rench Wealth Management, Inc. | 47,028 | $2.54M | 1.17% | −470−1.0% | Reduced |
| Squarepoint Ops LLC | 46,816 | $2.53M | 0.01% | −45,934−49.5% | Reduced |
| Agf Management Ltd | 46,499 | $2.51M | 0.02% | −4,864−9.5% | Reduced |
| Prairiewood Capital, LLC | 46,469 | $2.51M | 1.63% | +2,480+5.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 46,390 | $2.51M | 1.95% | +12,025+35.0% | Added |
| Blair William & Co | 45,319 | $2.45M | 0.01% | −10,197−18.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 45,171 | $2.44M | 1.11% | −11,949−20.9% | Reduced |
| DnB Asset Management AS | 45,029 | $2.44M | 0.01% | +12,039+36.5% | Added |
| IFM Investors Pty Ltd | 44,488 | $2.41M | 0.03% | +945+2.2% | Added |
| Capital Square, LLC | 44,482 | $2.39M | 3.22% | −784−1.7% | Reduced |
| Prudential Financial Inc | 43,148 | $2.33M | 0.00% | +25,312+141.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 42,220 | $2.27M | 1.63% | +42,220 | New |
| First Republic Investment Management, Inc. | 40,173 | $2.17M | 0.01% | −5,453−12.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 39,338 | $2.13M | 0.01% | −72−0.2% | Reduced |