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 |
|---|---|---|---|---|---|
| Prudential PLC | 9,229 | $499.1K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 9,044 | $498.8K | 0.23% | +797+9.7% | Added |
| Octavia Wealth Advisors, LLC | 8,958 | $494.0K | 0.10% | +4,122+85.2% | Added |
| Northwestern Mutual Wealth Management Co | 9,113 | $492.8K | 0.00% | −1,275−12.3% | Reduced |
| E. Ohman J:or Asset Management AB | 9,000 | $486.7K | 0.02% | 00.0% | Unchanged |
| Family Legacy, Inc. | 8,930 | $482.9K | 0.20% | +430+5.1% | Added |
| Centaurus Financial, Inc. | 8,749 | $473.0K | 0.04% | −743−7.8% | Reduced |
| Burney Co | 8,604 | $465.3K | 0.02% | +360+4.4% | Added |
| GWM Advisors LLC | 8,584 | $464.3K | 0.01% | +1,307+18.0% | Added |
| Equitable Holdings, Inc. | 8,570 | $463.5K | 0.01% | −11,746−57.8% | Reduced |
| CIC Wealth, LLC | 8,493 | $459.3K | 0.16% | −4,217−33.2% | Reduced |
| First Manhattan Co | 8,400 | $454.3K | 0.00% | +500+6.3% | Added |
| Wolverine Trading, LLC | 8,374 | $452.9K | 0.00% | −26,200−75.8% | Reduced |
| Per Stirling Capital Management, LLC. | 8,361 | $452.2K | 0.09% | −435−4.9% | Reduced |
| Boston Financial Mangement LLC | 8,300 | $448.9K | 0.02% | −645−7.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,229 | $445.2K | 0.10% | +177+2.2% | Added |
| We Are One Seven, LLC | 8,190 | $442.9K | 0.03% | −468−5.4% | Reduced |
| Xponance, Inc. | 8,148 | $440.6K | 0.01% | +720+9.7% | Added |
| Madden Securities Corp | 8,015 | $433.5K | 0.24% | +1,225+18.0% | Added |
| Axxcess Wealth Management, LLC | 7,931 | $428.9K | 0.01% | −135−1.7% | Reduced |
| Optimum Investment Advisors | 7,907 | $427.6K | 0.22% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 7,885 | $426.4K | 0.06% | −1,154−12.8% | Reduced |
| Campbell Wealth Management | 7,856 | $425.0K | 0.05% | −1,577−16.7% | Reduced |
| Assetmark, Inc | 7,849 | $424.5K | 0.00% | +347+4.6% | Added |
| Concord Wealth Partners | 7,812 | $422.5K | 0.09% | −726−8.5% | Reduced |
| Wetherby Asset Management Inc | 7,747 | $419.0K | 0.02% | +405+5.5% | Added |
| Capital Investment Advisory Services, LLC | 7,681 | $415.4K | 0.04% | −1,323−14.7% | Reduced |
| Kaizen Financial Strategies | 7,649 | $413.6K | 0.35% | +998+15.0% | Added |
| NBC Securities, Inc. | 7,599 | $410.0K | 0.05% | +7,599 | New |
| La Banque Postale Asset Management SA | 7,565 | $409.1K | 0.01% | +7,565 | New |
| Berger Financial Group, Inc | 7,529 | $407.2K | 0.05% | −125−1.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,514 | $406.4K | 0.11% | +968+14.8% | Added |
| Sawyer & Company, Inc | 7,475 | $404.0K | 0.19% | −610−7.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,450 | $402.9K | 0.33% | +12+0.2% | Added |
| Resources Investment Advisors, LLC. | 7,450 | $402.9K | 0.01% | −201−2.6% | Reduced |
| Empower Advisory Group, LLC | 7,399 | $400.1K | 0.00% | −927−11.1% | Reduced |
| Empowered Funds, LLC | 7,299 | $394.7K | 0.01% | −2,593−26.2% | Reduced |
| Philadelphia Trust Co | 7,290 | $394.0K | 0.04% | +290+4.1% | Added |
| APG Asset Management N.V. | 7,257 | $392.5K | 0.00% | +700+10.7% | Added |
| Crestwood Advisors Group LLC | 7,147 | $386.5K | 0.01% | +154+2.2% | Added |
| Dudley Capital Management, LLC | 7,125 | $385.3K | 0.27% | −250−3.4% | Reduced |
| StoneX Group Inc. | 7,075 | $384.6K | 0.04% | +7,075 | New |
| 360 Financial, Inc. | 7,152 | $382.5K | 0.24% | −747−9.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,829 | $369.3K | 0.04% | +62+0.9% | Added |
| SG Americas Securities, LLC | 6,790 | $367.0K | 0.00% | −41,439−85.9% | Reduced |
| Daymark Wealth Partners, LLC | 6,777 | $366.5K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,743 | $364.6K | 0.03% | −131−1.9% | Reduced |
| Guyasuta Investment Advisors Inc | 6,735 | $364.2K | 0.03% | −1,410−17.3% | Reduced |
| Glenmede Trust Co NA | 6,693 | $362.0K | 0.00% | −430−6.0% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,604 | $357.2K | 0.37% | +97+1.5% | Added |
| Fisher Asset Management, LLC | 6,602 | $357.1K | 0.00% | −1,102−14.3% | Reduced |
| Metropolitan Life Insurance Co | 6,570 | $355.3K | 0.02% | +36+0.6% | Added |
| Capital Investment Advisors, LLC | 6,554 | $354.4K | 0.01% | −92−1.4% | Reduced |
| HBK Sorce Advisory LLC | 6,511 | $352.1K | 0.02% | −3,229−33.2% | Reduced |
| Inspire Advisors, LLC | 6,495 | $351.2K | 0.06% | +2,605+67.0% | Added |
| Achmea Investment Management B.V. | 6,480 | $350.0K | 0.01% | −411−6.0% | Reduced |
| Walleye Trading LLC | 6,469 | $349.8K | 0.01% | −189−2.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,436 | $348.1K | 0.07% | −292−4.3% | Reduced |
| Avion Wealth | 6,396 | $345.0K | 0.10% | +25+0.4% | Added |
| International Assets Investment Management, LLC | 6,298 | $344.7K | 0.05% | +1,138+22.1% | Added |
| Harrell Investment Partners, LLC | 6,430 | $343.9K | 0.12% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,269 | $339.0K | 0.01% | −559−8.2% | Reduced |
| Archer Investment Corp | 6,268 | $339.0K | 0.12% | 00.0% | Unchanged |
| Columbia Asset Management | 6,230 | $337.0K | 0.08% | −1,575−20.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,220 | $336.0K | 0.01% | +1,037+20.0% | Added |
| Intrua Financial, LLC | 6,159 | $333.1K | 0.06% | −423−6.4% | Reduced |
| Woodward Diversified Capital, LLC | 6,151 | $332.6K | 0.24% | +872+16.5% | Added |
| Allen Capital Group, LLC | 6,204 | $331.8K | 0.06% | −74−1.2% | Reduced |
| Matisse Capital | 6,063 | $327.9K | 0.23% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,946 | $321.6K | 0.09% | −412−6.5% | Reduced |
| True North Advisors, LLC | 5,939 | $321.2K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,794 | $319.8K | 0.00% | +1,917+49.4% | Added |
| Insight 2811, Inc. | 5,896 | $318.9K | 0.18% | −1,251−17.5% | Reduced |
| Ignite Planners, LLC | 6,093 | $318.7K | 0.10% | +138+2.3% | Added |
| Monument Capital Management | 5,875 | $317.7K | 0.11% | −706−10.7% | Reduced |
| Coppell Advisory Solutions LLC | 4,055 | $316.9K | 0.11% | +115+2.9% | Added |
| Widmann Financial Services, Inc. | 5,860 | $316.9K | 0.32% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 5,834 | $315.5K | 0.17% | −240−4.0% | Reduced |
| Jacobi Capital Management LLC | 5,828 | $315.2K | 0.04% | +20.0% | Added |
| Perennial Investment Advisors, LLC | 5,814 | $314.4K | 0.06% | +1,671+40.3% | Added |
| RFG Advisory, LLC | 5,798 | $313.6K | 0.01% | −128−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,757 | $311.3K | 0.02% | +872+17.9% | Added |
| Gilbert & Cook, Inc. | 5,744 | $310.6K | 0.05% | +520+10.0% | Added |
| Cullen Capital Management LLC | 5,723 | $309.5K | 0.00% | +68+1.2% | Added |
| Alberta Investment Management Corp | 5,700 | $308.3K | 0.00% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,685 | $307.4K | 0.05% | −366−6.0% | Reduced |
| EP Wealth Advisors, LLC | 5,684 | $307.4K | 0.00% | −608,975−99.1% | Reduced |
| Jackson Wealth Management, LLC | 5,633 | $305.0K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 5,612 | $303.5K | 0.00% | −424−7.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,558 | $300.6K | 0.02% | +1,918+52.7% | Added |
| Viawealth, LLC | 5,523 | $298.7K | 0.22% | +1,595+40.6% | Added |
| Sound Income Strategies, LLC | 5,476 | $296.1K | 0.03% | +1,148+26.5% | Added |
| Symphony Financial, Ltd. Co. | 5,526 | $295.5K | 0.07% | −1,246−18.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,443 | $294.4K | 0.01% | +53+1.0% | Added |
| NewEdge Wealth, LLC | 5,438 | $294.1K | 0.01% | +13+0.2% | Added |
| H&H Retirement Design & Management INC | 5,392 | $292.0K | 0.20% | +80+1.5% | Added |
| Valeo Financial Advisors, LLC | 5,386 | $291.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,381 | $291.0K | 0.00% | +250+4.9% | Added |
| DFPG Investments, LLC | 5,349 | $290.3K | 0.03% | −3,175−37.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,368 | $290.3K | 0.00% | +1,204+28.9% | Added |