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 |
|---|---|---|---|---|---|
| David R. Rahn & Associates Inc. | 5,359 | $289.8K | 0.15% | +70+1.3% | Added |
| DF Dent & Co Inc | 5,346 | $289.1K | 0.00% | −255−4.6% | Reduced |
| Carret Asset Management, LLC | 5,324 | $287.9K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,284 | $285.8K | 0.00% | +897+20.4% | Added |
| Buckingham Strategic Wealth, LLC | 5,277 | $285.4K | 0.00% | −37−0.7% | Reduced |
| Advisor Partners II, LLC | 5,272 | $285.1K | 0.01% | +120+2.3% | Added |
| Kowal Investment Group, LLC | 5,209 | $281.7K | 0.08% | +105+2.1% | Added |
| Kingsview Wealth Management, LLC | 5,189 | $280.6K | 0.01% | +804+18.3% | Added |
| Cherry Tree Wealth Management, LLC | 5,187 | $280.5K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,168 | $279.5K | 0.00% | +5,168 | New |
| Basepoint Wealth LLC | 5,162 | $279.1K | 0.23% | +78+1.5% | Added |
| MV Capital Management, Inc. | 5,083 | $274.9K | 0.04% | 00.0% | Unchanged |
| Colony Group LLC | 5,072 | $274.0K | 0.00% | −41−0.8% | Reduced |
| KC Investment Advisors, LLC | 5,065 | $273.9K | 0.18% | +572+12.7% | Added |
| Main Street Financial Solutions, LLC | 5,058 | $273.5K | 0.04% | +224+4.6% | Added |
| Raleigh Capital Management Inc. | 5,053 | $273.3K | 0.14% | +191+3.9% | Added |
| Summit Wealth Group, LLC | 5,047 | $273.0K | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,029 | $272.0K | 0.05% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 4,993 | $270.0K | 0.21% | +4,993 | New |
| Oppenheimer Asset Management Inc. | 4,920 | $266.1K | 0.00% | +4,920 | New |
| Redwood Financial Network Corp | 4,915 | $265.8K | 0.28% | −1,488−23.2% | Reduced |
| Kathmere Capital Management, LLC | 4,907 | $265.4K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,881 | $264.0K | 0.15% | +221+4.7% | Added |
| Huntington National Bank | 4,877 | $263.7K | 0.00% | −198−3.9% | Reduced |
| Herbst Group, LLC | 4,850 | $262.3K | 0.19% | +900+22.8% | Added |
| Meiji Yasuda Life Insurance Co | 4,850 | $262.3K | 0.01% | +4,850 | New |
| UMA Financial Services, Inc. | 4,881 | $261.8K | 0.07% | −3,096−38.8% | Reduced |
| Keudell/Morrison Wealth Management | 4,800 | $259.6K | 0.08% | +143+3.1% | Added |
| Naples Global Advisors, LLC | 4,590 | $253.9K | 0.03% | −985−17.7% | Reduced |
| Lido Advisors, LLC | 4,684 | $253.3K | 0.00% | −659−12.3% | Reduced |
| Park Avenue Securities LLC | 4,659 | $252.0K | 0.00% | +4,659 | New |
| BancorpSouth Bank | 4,633 | $250.6K | 0.02% | −68−1.4% | Reduced |
| Round Rock Advisors, LLC | 4,572 | $247.3K | 0.09% | +300+7.0% | Added |
| Flagship Harbor Advisors, LLC | 4,541 | $245.6K | 0.02% | +18+0.4% | Added |
| Teamwork Financial Advisors, LLC | 4,538 | $245.4K | 0.04% | +759+20.1% | Added |
| Vestcor Inc | 4,530 | $245.0K | 0.01% | −215−4.5% | Reduced |
| Fulton Bank, N.A. | 4,500 | $243.4K | 0.01% | +4,500 | New |
| Dividend Assets Capital, LLC | 4,500 | $243.0K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4,480 | $242.3K | 0.10% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,468 | $241.6K | 0.09% | −2,239−33.4% | Reduced |
| Signaturefd, LLC | 4,442 | $240.2K | 0.01% | +1,661+59.7% | Added |
| Wedbush Securities Inc | 4,431 | $240.0K | 0.01% | −133−2.9% | Reduced |
| Avantax Planning Partners, Inc. | 4,396 | $237.7K | 0.01% | +257+6.2% | Added |
| Cary Street Partner Investment Advisory LLC | 4,392 | $237.5K | 0.01% | −87−1.9% | Reduced |
| Chase Investment Counsel Corp | 4,378 | $236.0K | 0.12% | −580−11.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,350 | $235.2K | 0.03% | −1,430−24.7% | Reduced |
| Buckingham Strategic Partners | 4,320 | $233.6K | 0.01% | +1,296+42.9% | Added |
| Alpha Cubed Investments, LLC | 4,300 | $232.5K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4,268 | $230.8K | 0.03% | −212−4.7% | Reduced |
| Parsons Capital Management Inc | 4,250 | $229.8K | 0.02% | +150+3.7% | Added |
| Garrison Asset Management, LLC | 4,246 | $229.6K | 0.14% | +3+0.1% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $229.0K | 0.13% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,210 | $227.7K | 0.01% | −119−2.7% | Reduced |
| MetLife Investment Management | 4,205 | $227.4K | 0.00% | +6+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $223.0K | 0.01% | −2,800−40.4% | Reduced |
| Clear Street Markets LLC | 4,100 | $222.0K | 0.16% | −500−10.9% | Reduced |
| Accurate Wealth Management, LLC | 3,996 | $221.6K | 0.07% | +599+17.6% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $221.0K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 4,086 | $221.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $220.8K | 0.13% | +4,082 | New |
| L.M. Kohn & Company | 4,061 | $219.6K | 0.08% | +600+17.3% | Added |
| Clearview Wealth Advisors LLC | 4,053 | $219.2K | 0.27% | −129−3.1% | Reduced |
| Aspire Wealth Management Corp | 4,005 | $216.6K | 0.16% | +34+0.9% | Added |
| Wexford Capital LP | 4,000 | $216.3K | 0.05% | +4,000 | New |
| Brookstone Capital Management | 4,013 | $214.8K | 0.00% | −1,040−20.6% | Reduced |
| Avidian Wealth Solutions, LLC | 3,956 | $213.9K | 0.02% | +851+27.4% | Added |
| Larson Financial Group LLC | 3,956 | $213.9K | 0.02% | +106+2.8% | Added |
| Capital Planning Advisors, LLC | 3,953 | $213.8K | 0.04% | +207+5.5% | Added |
| Evanson Asset Management, LLC | 3,948 | $213.5K | 0.02% | +6+0.2% | Added |
| Plancorp, LLC | 3,924 | $212.2K | 0.01% | +127+3.3% | Added |
| LVW Advisors, LLC | 3,905 | $211.2K | 0.05% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 3,901 | $211.0K | 0.13% | −3,257−45.5% | Reduced |
| Monterey Private Wealth, Inc. | 3,870 | $209.3K | 0.11% | −113−2.8% | Reduced |
| Tompkins Financial Corp | 3,856 | $208.5K | 0.03% | +3,450+849.8% | Added |
| Proequities, Inc. | 3,772 | $207.9K | 0.02% | +152+4.2% | Added |
| Synovus Financial Corp | 3,824 | $206.8K | 0.00% | +3,824 | New |
| Cutler Group LP | 3,792 | $205.0K | 0.03% | +3,645+2,479.6% | Added |
| Detalus Advisors, LLC | 3,769 | $203.8K | 0.10% | −120−3.1% | Reduced |
| Concord Asset Management, LLC | 3,740 | $202.3K | 0.07% | −480−11.4% | Reduced |
| PFG Investments, LLC | 3,735 | $202.0K | 0.04% | −82−2.1% | Reduced |
| Bessemer Group Inc | 3,676 | $198.0K | 0.00% | −2,391−39.4% | Reduced |
| Armstrong Advisory Group, Inc | 3,539 | $191.4K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,284 | $178.0K | 0.01% | −316−8.8% | Reduced |
| Harbour Investments, Inc. | 3,232 | $174.8K | 0.01% | +414+14.7% | Added |
| Tobam | 3,080 | $167.0K | 0.01% | +18+0.6% | Added |
| Glassman Wealth Services | 2,982 | $161.3K | 0.03% | +20+0.7% | Added |
| Focused Wealth Management, Inc | 2,962 | $160.2K | 0.03% | +18+0.6% | Added |
| North Star Investment Management Corp. | 2,924 | $158.1K | 0.01% | +766+35.5% | Added |
| IAG Wealth Partners, LLC | 2,913 | $157.5K | 0.04% | −51−1.7% | Reduced |
| Washington Trust Co | 2,888 | $156.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,820 | $152.5K | 0.01% | +50+1.8% | Added |
| Motco | 2,805 | $151.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,800 | $151.4K | 0.07% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,796 | $151.2K | 0.04% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,726 | $147.4K | 0.15% | −11,009−80.2% | Reduced |
| PSI Advisors, LLC | 2,724 | $147.3K | 0.06% | +17+0.6% | Added |
| Benjamin Edwards Inc | 2,700 | $146.0K | 0.03% | −127−4.5% | Reduced |
| Register Financial Advisors LLC | 2,682 | $145.0K | 0.11% | −229−7.9% | Reduced |
| Sunbelt Securities, Inc. | 2,652 | $143.4K | 0.02% | −57−2.1% | Reduced |
| AllSquare Wealth Management LLC | 2,540 | $137.4K | 0.09% | 00.0% | Unchanged |