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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 39,064 | $2.11M | 0.03% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 38,625 | $2.09M | 0.24% | −4,229−9.9% | Reduced |
| Vident Advisory, LLC | 38,475 | $2.08M | 0.06% | +38,475 | New |
| Pensionfund Sabic | 38,304 | $2.07M | 0.73% | +4,900+14.7% | Added |
| Wellington Management Group LLP | 37,194 | $2.01M | 0.00% | +15,763+73.6% | Added |
| Bensler, LLC | 36,604 | $1.98M | 0.38% | +627+1.7% | Added |
| Utah Retirement Systems | 36,476 | $1.97M | 0.03% | +200+0.6% | Added |
| The PNC Financial Services Group, Inc. | 35,895 | $1.94M | 0.00% | −2,337−6.1% | Reduced |
| Weaver Consulting Group | 34,947 | $1.89M | 0.85% | +310+0.9% | Added |
| Sowell Financial Services LLC | 33,909 | $1.87M | 0.12% | +2,805+9.0% | Added |
| Presima Inc. | 34,316 | $1.86M | 0.48% | −7,534−18.0% | Reduced |
| Pathway Financial Advisers, LLC | 34,283 | $1.85M | 0.77% | +34,283 | New |
| Wealthfront Advisers LLC | 34,185 | $1.85M | 0.01% | −5,396−13.6% | Reduced |
| D L Carlson Investment Group Inc | 34,046 | $1.84M | 0.37% | −3,712−9.8% | Reduced |
| Gradient Capital Advisors, LLC | 33,981 | $1.84M | 0.77% | −1,315−3.7% | Reduced |
| HBW Advisory Services LLC | 33,693 | $1.82M | 0.38% | +15,042+80.6% | Added |
| TFG Advisers LLC | 33,375 | $1.80M | 0.85% | −1,328−3.8% | Reduced |
| US Bancorp | 33,373 | $1.80M | 0.00% | +4,727+16.5% | Added |
| Dark Forest Capital Management LP | 33,033 | $1.79M | 0.15% | +20,731+168.5% | Added |
| Investmark Advisory Group LLC | 33,022 | $1.79M | 1.21% | +465+1.4% | Added |
| Manufacturers Life Insurance Company, The | 32,736 | $1.77M | 0.00% | +23,697+262.2% | Added |
| Swedbank AB | 32,019 | $1.73M | 0.00% | −230,020−87.8% | Reduced |
| Bahl & Gaynor Inc | 31,756 | $1.72M | 0.01% | −8,038−20.2% | Reduced |
| Truvestments Capital LLC | 31,151 | $1.68M | 0.88% | +883+2.9% | Added |
| Pictet & Cie (Europe) SA | 30,871 | $1.67M | 0.06% | −287−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,819 | $1.67M | 0.02% | +30,819 | New |
| M&T Bank Corp | 30,366 | $1.65M | 0.01% | −1,081−3.4% | Reduced |
| AXA S.A. | 31,075 | $1.65M | 0.01% | +16,958+120.1% | Added |
| Hilltop Partners LLC | 30,351 | $1.64M | 0.69% | −1,360−4.3% | Reduced |
| Excalibur Management Corp | 30,142 | $1.63M | 0.85% | +2,524+9.1% | Added |
| Paradiem, LLC | 29,717 | $1.61M | 0.48% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 29,510 | $1.60M | 0.07% | +1,008+3.5% | Added |
| Mutual Advisors, LLC | 29,235 | $1.58M | 0.06% | −38,347−56.7% | Reduced |
| CWM Advisors, LLC | 29,175 | $1.58M | 0.20% | −826−2.8% | Reduced |
| Baird Financial Group, Inc. | 29,112 | $1.57M | 0.00% | −2,180−7.0% | Reduced |
| Spirit of America Management Corp | 28,950 | $1.57M | 0.35% | −1,000−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 28,795 | $1.56M | 0.03% | +368+1.3% | Added |
| TD Asset Management Inc | 28,613 | $1.55M | 0.00% | −74,217−72.2% | Reduced |
| 1832 Asset Management L.P. | 28,296 | $1.53M | 0.00% | −18,796−39.9% | Reduced |
| Herold Advisors, Inc. | 28,237 | $1.53M | 0.46% | +1,473+5.5% | Added |
| Ostrum Asset Management | 28,130 | $1.52M | 0.14% | +14,243+102.6% | Added |
| Meritage Portfolio Management | 27,864 | $1.51M | 0.11% | −30,328−52.1% | Reduced |
| Moors & Cabot, Inc. | 27,760 | $1.50M | 0.10% | +1,194+4.5% | Added |
| PEAK6 Investments LLC | 27,025 | $1.46M | 0.07% | +21,688+406.4% | Added |
| Lakeview Capital Partners, LLC | 26,534 | $1.43M | 0.28% | −2,980−10.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 25,871 | $1.40M | 0.47% | +795+3.2% | Added |
| Alaska Permanent Fund Corp | 25,194 | $1.36M | 0.03% | −377−1.5% | Reduced |
| Jane Street Group, LLC | 25,132 | $1.36M | 0.00% | −23,901−48.7% | Reduced |
| CWM, LLC | 25,064 | $1.35M | 0.01% | +2,649+11.8% | Added |
| Wealthstar Advisors, LLC | 25,042 | $1.35M | 0.59% | −327−1.3% | Reduced |
| Captrust Financial Advisors | 24,953 | $1.35M | 0.01% | −4,008−13.8% | Reduced |
| Geneos Wealth Management Inc. | 24,897 | $1.35M | 0.07% | −5,686−18.6% | Reduced |
| Associated Banc-Corp | 24,800 | $1.34M | 0.05% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 24,326 | $1.32M | 0.53% | −353−1.4% | Reduced |
| South Dakota Investment Council | 24,234 | $1.31M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 23,821 | $1.29M | 0.02% | +179+0.8% | Added |
| Thrivent Financial for Lutherans | 23,312 | $1.27M | 0.00% | −16,285−41.1% | Reduced |
| WCG Wealth Advisors LLC | 22,621 | $1.22M | 0.09% | +22,621 | New |
| Gamco Investors, Inc. Et Al | 22,600 | $1.22M | 0.01% | +3,000+15.3% | Added |
| Colonial Trust Co | 22,206 | $1.20M | 0.30% | +507+2.3% | Added |
| Argent Trust Co | 22,153 | $1.20M | 0.07% | +4,205+23.4% | Added |
| Arete Wealth Advisors, LLC | 21,969 | $1.19M | 0.21% | −739−3.3% | Reduced |
| Adams Asset Advisors, LLC | 21,849 | $1.18M | 0.16% | +16,804+333.1% | Added |
| RB Capital Management, LLC | 21,702 | $1.17M | 0.38% | −312−1.4% | Reduced |
| Richard P Slaughter Associates Inc | 21,539 | $1.16M | 0.31% | +3,828+21.6% | Added |
| Worldquant Millennium Advisors LLC | 21,212 | $1.15M | 0.02% | −67,609−76.1% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.14M | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 21,067 | $1.14M | 0.52% | +5,266+33.3% | Added |
| Public Sector Pension Investment Board | 20,611 | $1.11M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 20,362 | $1.10M | 0.01% | +21+0.1% | Added |
| M Holdings Securities, Inc. | 20,154 | $1.09M | 0.14% | +13,912+222.9% | Added |
| Harbor Investment Advisory, LLC | 19,992 | $1.08M | 0.14% | +3,333+20.0% | Added |
| Gulf International Bank (UK) Ltd | 19,787 | $1.07M | 0.03% | −1,674−7.8% | Reduced |
| Commerce Bank | 19,721 | $1.07M | 0.01% | −112,743−85.1% | Reduced |
| Dynamic Advisor Solutions LLC | 19,592 | $1.06M | 0.05% | +724+3.8% | Added |
| D.B. Root & Company, LLC | 19,580 | $1.06M | 0.41% | −760−3.7% | Reduced |
| Janus Henderson Group PLC | 19,340 | $1.05M | 0.00% | −34,924−64.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,300 | $1.04M | 0.00% | +19,300 | New |
| British Columbia Investment Management Corp | 19,298 | $1.04M | 0.01% | +21+0.1% | Added |
| Griffin Asset Management, Inc. | 19,278 | $1.04M | 0.15% | −8,029−29.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 18,495 | $1.02M | 0.07% | −3,808−17.1% | Reduced |
| Independent Financial Group, LLC | 18,790 | $1.02M | 0.07% | +1,244+7.1% | Added |
| Mackenzie Financial Corp | 19,387 | $1.02M | 0.00% | −5,515−22.1% | Reduced |
| Stratos Wealth Partners, LTD. | 18,683 | $1.01M | 0.02% | +4,068+27.8% | Added |
| Jag Capital Management, LLC | 18,462 | $998.4K | 0.12% | −784−4.1% | Reduced |
| Lockheed Martin Investment Management Co | 15,075 | $985.4K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,934 | $969.9K | 0.04% | +17,934 | New |
| Elo Mutual Pension Insurance Co | 17,921 | $969.0K | 0.03% | +261+1.5% | Added |
| Beacon Investment Advisory Services, Inc. | 17,770 | $961.0K | 0.05% | −113−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,656 | $954.9K | 0.01% | +2,334+15.2% | Added |
| Schroder Investment Management Group | 17,427 | $942.5K | 0.00% | −212−1.2% | Reduced |
| Apollon Wealth Management, LLC | 17,249 | $932.8K | 0.05% | −2,744−13.7% | Reduced |
| Paradigm Financial Partners, LLC | 17,691 | $926.7K | 0.26% | +10+0.1% | Added |
| Tower Research Capital LLC (TRC) | 17,116 | $925.6K | 0.03% | −2,442−12.5% | Reduced |
| Founders Financial Alliance, LLC | 16,826 | $910.0K | 0.40% | −153−0.9% | Reduced |
| IHT Wealth Management, LLC | 16,813 | $909.2K | 0.05% | +1,409+9.1% | Added |
| SRS Capital Advisors, Inc. | 16,731 | $904.8K | 0.11% | +148+0.9% | Added |
| Principal Financial Group Inc | 16,660 | $901.0K | 0.00% | +866+5.5% | Added |
| Metis Global Partners, LLC | 16,521 | $893.5K | 0.04% | +640+4.0% | Added |
| National Asset Management, Inc. | 16,104 | $888.1K | 0.02% | −15,099−48.4% | Reduced |