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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 16,386 | $885.0K | 0.04% | +12,332+304.2% | Added |
| Panagora Asset Management Inc | 16,274 | $880.1K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,211 | $876.7K | 0.02% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 16,097 | $870.5K | 0.15% | −892−5.3% | Reduced |
| Belpointe Asset Management LLC | 15,920 | $861.0K | 0.09% | +3,547+28.7% | Added |
| Horizon Kinetics Asset Management LLC | 15,800 | $854.5K | 0.02% | +2,450+18.4% | Added |
| Quantinno Capital Management LP | 15,567 | $842.0K | 0.04% | +15,567 | New |
| Texas Yale Capital Corp. | 15,285 | $826.6K | 0.04% | +50.0% | Added |
| Independent Advisor Alliance | 15,231 | $823.7K | 0.04% | −3,281−17.7% | Reduced |
| LGT Financial Advisors LLC | 15,199 | $822.0K | 1.04% | +597+4.1% | Added |
| C2C Wealth Management, LLC | 15,063 | $802.1K | 0.11% | +450+3.1% | Added |
| AXS Investments LLC | 14,771 | $798.8K | 0.21% | +14,771 | New |
| FORA Capital, LLC | 14,750 | $797.7K | 0.07% | −15,029−50.5% | Reduced |
| JustInvest LLC | 14,703 | $795.2K | 0.02% | +5,024+51.9% | Added |
| BFSG, LLC | 14,589 | $789.0K | 0.13% | +5,574+61.8% | Added |
| Erste Asset Management GmbH | 14,400 | $787.4K | 0.01% | −4,200−22.6% | Reduced |
| Rockefeller Capital Management L.P. | 14,382 | $777.8K | 0.00% | +164+1.2% | Added |
| RMB Capital Management, LLC | 14,363 | $776.8K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 14,214 | $768.5K | 0.07% | −43−0.3% | Reduced |
| Fox Run Management, L.L.C. | 14,158 | $765.7K | 0.23% | +4,018+39.6% | Added |
| Nordea Investment Management AB | 14,017 | $764.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,133 | $764.3K | 0.02% | +832+6.3% | Added |
| Client 1st Advisory Group, LLC | 14,023 | $758.4K | 0.40% | +2,050+17.1% | Added |
| Naviter Wealth, LLC | 13,673 | $754.1K | 0.18% | +3,515+34.6% | Added |
| Sigma Planning Corp | 13,908 | $752.2K | 0.03% | −1,081−7.2% | Reduced |
| Garda Capital Partners LP | 13,889 | $751.1K | 0.48% | +13,889 | New |
| Kovack Advisors, Inc. | 13,882 | $750.7K | 0.10% | +5,482+65.3% | Added |
| Cerity Partners LLC | 13,865 | $750.1K | 0.00% | −3,278−19.1% | Reduced |
| D. E. Shaw & Co., Inc. | 13,845 | $748.7K | 0.00% | −62,378−81.8% | Reduced |
| Walleye Capital LLC | 13,839 | $748.4K | 0.01% | +2,288+19.8% | Added |
| Global Retirement Partners, LLC | 14,175 | $740.1K | 0.04% | −4,864−25.5% | Reduced |
| Connectus Wealth, LLC | 13,645 | $737.9K | 0.02% | +13,645 | New |
| KBC Group NV | 13,514 | $731.0K | 0.00% | −13,451−49.9% | Reduced |
| FLC Capital Advisors | 13,432 | $726.4K | 0.22% | 00.0% | Unchanged |
| Private Trust Co NA | 13,402 | $724.8K | 0.10% | −228−1.7% | Reduced |
| Aurora Private Wealth, Inc. | 13,327 | $721.0K | 0.80% | −36−0.3% | Reduced |
| Vista Investment Management | 13,327 | $720.7K | 0.38% | −372−2.7% | Reduced |
| Stephens Inc | 13,308 | $719.7K | 0.01% | −475−3.4% | Reduced |
| Ontario Teachers Pension Plan Board | 13,262 | $717.2K | 0.01% | +13,262 | New |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $716.6K | 0.02% | −129,611−90.7% | Reduced |
| Raymond James Trust N.A. | 13,227 | $715.3K | 0.02% | −657−4.7% | Reduced |
| J.W. Cole Advisors, Inc. | 12,933 | $699.4K | 0.05% | −20.0% | Reduced |
| Lazard Asset Management LLC | 12,878 | $695.0K | 0.00% | +5,033+64.2% | Added |
| Versor Investments LP | 12,792 | $691.8K | 0.14% | +2,500+24.3% | Added |
| Fiera Capital Corp | 12,711 | $687.4K | 0.00% | +180+1.4% | Added |
| Bridgewater Associates, LP | 12,704 | $687.0K | 0.00% | −14,007−52.4% | Reduced |
| Perigon Wealth Management, LLC | 12,679 | $685.6K | 0.03% | −25−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,655 | $684.4K | 0.01% | −1,742−12.1% | Reduced |
| Heirloom Wealth Management | 12,575 | $680.0K | 0.30% | −74−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,558 | $679.1K | 0.00% | −1,426−10.2% | Reduced |
| GoalVest Advisory LLC | 12,521 | $677.1K | 0.34% | −403−3.1% | Reduced |
| Royal Fund Management, LLC | 12,028 | $650.5K | 0.09% | +583+5.1% | Added |
| Howe & Rusling Inc | 11,899 | $643.5K | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,838 | $640.0K | 0.03% | −313−2.6% | Reduced |
| Adams Wealth Management | 11,834 | $640.0K | 0.22% | +383+3.3% | Added |
| Flagship Private Wealth, LLC | 11,746 | $635.2K | 0.56% | −1,028−8.0% | Reduced |
| Diligent Investors, LLC | 11,588 | $626.7K | 0.19% | +6,797+141.9% | Added |
| Cooper Financial Group | 11,573 | $625.9K | 0.15% | +272+2.4% | Added |
| Bank of Nova Scotia | 11,534 | $623.8K | 0.00% | +1,698+17.3% | Added |
| Ethic Inc. | 11,484 | $621.1K | 0.02% | +4,387+61.8% | Added |
| Oak Thistle LLC | 11,451 | $619.3K | 0.18% | +11,451 | New |
| Peddock Capital Advisors, LLC | 11,419 | $617.5K | 0.21% | −41−0.4% | Reduced |
| Ossiam | 11,400 | $616.5K | 0.01% | +7,009+159.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,326 | $612.5K | 0.00% | +11,326 | New |
| MKT Advisors LLC | 11,107 | $594.0K | 0.45% | −31−0.3% | Reduced |
| TownSquare Capital, LLC | 10,884 | $588.6K | 0.01% | −2,555−19.0% | Reduced |
| Highlander Capital Management, LLC | 10,825 | $585.0K | 0.23% | +4,100+61.0% | Added |
| Old Port Advisors | 10,810 | $584.6K | 0.21% | +10,810 | New |
| Norinchukin Bank, The | 10,787 | $583.4K | 0.01% | +671+6.6% | Added |
| Samalin Investment Counsel, LLC | 10,742 | $580.9K | 0.33% | +1,235+13.0% | Added |
| Clear Creek Financial Management, LLC | 10,652 | $576.1K | 0.10% | +30.0% | Added |
| Yousif Capital Management, LLC | 10,647 | $575.8K | 0.01% | −50.0% | Reduced |
| Hudson Portfolio Management LLC | 10,607 | $573.6K | 0.65% | 00.0% | Unchanged |
| Elequin Capital LP | 10,580 | $572.2K | 0.11% | +4,252+67.2% | Added |
| Wambolt & Associates, LLC | 10,651 | $569.6K | 0.21% | −296−2.7% | Reduced |
| Liberty One Investment Management, LLC | 10,521 | $569.0K | 0.08% | +118+1.1% | Added |
| Rainsberger Wealth Advisors, Inc. | 10,482 | $566.9K | 0.35% | +434+4.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $562.4K | 0.17% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 8,191 | $562.1K | 0.10% | 00.0% | Unchanged |
| Lincoln National Corp | 10,372 | $561.0K | 0.01% | +927+9.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $553.9K | 0.01% | −350−3.4% | Reduced |
| Candriam Luxembourg S.C.A. | 10,363 | $548.9K | 0.00% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 10,251 | $547.1K | 0.49% | +641+6.7% | Added |
| Intech Investment Management LLC | 10,084 | $545.3K | 0.01% | +2,109+26.4% | Added |
| Eldridge Investment Advisors, Inc. | 10,075 | $545.0K | 0.18% | +775+8.3% | Added |
| Point72 Asset Management, L.P. | 10,000 | $540.8K | 0.00% | +10,000 | New |
| United Capital Financial Advisers, LLC | 9,996 | $540.6K | 0.00% | −3,416−25.5% | Reduced |
| Coldstream Capital Management Inc | 9,787 | $529.3K | 0.02% | +9,787 | New |
| Wellington Shields & Co., LLC | 9,758 | $527.7K | 0.13% | −3,640−27.2% | Reduced |
| Accel Wealth Management | 9,745 | $527.0K | 0.29% | +9,745 | New |
| D.A. Davidson & Co. | 9,738 | $526.7K | 0.01% | −3,087−24.1% | Reduced |
| Penserra Capital Management LLC | 9,701 | $523.0K | 0.01% | +1,114+13.0% | Added |
| Pinnacle Financial Partners Inc | 9,650 | $521.9K | 0.01% | −200−2.0% | Reduced |
| First National Trust Co | 9,628 | $520.7K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,433 | $520.2K | 0.03% | −2,163−18.7% | Reduced |
| SageView Advisory Group, LLC | 9,494 | $513.4K | 0.03% | −216−2.2% | Reduced |
| First City Capital Management, Inc. | 9,390 | $507.8K | 0.32% | −142−1.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,245 | $500.0K | 0.05% | −1,078−10.4% | Reduced |
| Insight Wealth Partners, LLC | 9,242 | $499.8K | 0.42% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,238 | $499.6K | 0.01% | +2,918+46.2% | Added |