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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 2,479 | $134.1K | 0.02% | +13+0.5% | Added |
| Central Trust Co | 2,421 | $130.9K | 0.00% | −188−7.2% | Reduced |
| Parallel Advisors, LLC | 2,378 | $128.7K | 0.00% | +246+11.5% | Added |
| Glass Jacobson Investment Advisors llc | 2,283 | $123.5K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,269 | $123.0K | 0.01% | −139−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,176 | $117.7K | 0.01% | +237+12.2% | Added |
| Westpac Banking Corp | 2,159 | $116.8K | 0.01% | +378+21.2% | Added |
| Pin Oak Investment Advisors Inc | 2,100 | $116.0K | 0.13% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,140 | $115.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,040 | $110.3K | 0.00% | −84−4.0% | Reduced |
| Bangor Savings Bank | 2,000 | $108.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,926 | $106.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,788 | $96.7K | 0.00% | −101−5.3% | Reduced |
| Baystate Wealth Management LLC | 1,787 | $96.7K | 0.01% | +11+0.6% | Added |
| Kelly Financial Services LLC | 1,784 | $96.5K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,483 | $80.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,412 | $76.4K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,376 | $74.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,348 | $73.1K | 0.01% | +264+24.4% | Added |
| Desjardins Global Asset Management Inc. | 1,335 | $72.2K | 0.01% | −4,891−78.6% | Reduced |
| Institutional & Family Asset Management, LLC | 1,319 | $71.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,311 | $70.9K | 0.06% | +3+0.2% | Added |
| Logan Capital Management Inc | 1,300 | $70.3K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 1,276 | $68.3K | 0.01% | +1,276 | New |
| South State Corp. | 1,244 | $67.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,202 | $65.0K | 0.00% | +76+6.7% | Added |
| Tyler-Stone Wealth Management | 1,200 | $65.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,150 | $62.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,126 | $60.9K | 0.01% | −474−29.6% | Reduced |
| Whittier Trust Co | 1,109 | $60.0K | 0.00% | +9+0.8% | Added |
| Impact Partnership Wealth, LLC | 1,044 | $56.5K | 0.02% | +1,044 | New |
| St Germain D J Co Inc | 992 | $53.6K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 980 | $53.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 975 | $52.7K | 0.01% | +54+5.9% | Added |
| Key Financial Inc | 962 | $52.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 969 | $51.8K | 0.00% | −384−28.4% | Reduced |
| Capital Analysts, LLC | 916 | $50.0K | 0.00% | +6+0.7% | Added |
| Ronald Blue Trust, Inc. | 738 | $50.0K | 0.00% | −18−2.4% | Reduced |
| MCF Advisors LLC | 891 | $48.7K | 0.00% | −244−21.5% | Reduced |
| Stonebridge Capital Advisors LLC | 895 | $48.4K | 0.01% | −313−25.9% | Reduced |
| National Bank of Canada | 891 | $47.6K | 0.00% | −17,405−95.1% | Reduced |
| Ci Investments Inc. | 874 | $47.0K | 0.00% | +35+4.2% | Added |
| Princeton Global Asset Management LLC | 869 | $47.0K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 869 | $47.0K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 858 | $46.4K | 0.03% | +858 | New |
| Lindbrook Capital, LLC | 839 | $45.4K | 0.01% | −1,307−60.9% | Reduced |
| First Horizon Advisors, Inc. | 835 | $45.2K | 0.00% | +835 | New |
| Covestor Ltd | 783 | $43.0K | 0.03% | +595+316.5% | Added |
| ORG Partners LLC | 791 | $42.8K | 0.01% | −2,471−75.8% | Reduced |
| Umb Bank N A | 773 | $41.8K | 0.00% | +33+4.5% | Added |
| Heritage Wealth Advisors | 752 | $40.7K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 740 | $40.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 734 | $39.7K | 0.01% | −62−7.8% | Reduced |
| Barrett & Company, Inc. | 702 | $38.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $37.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $37.9K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $37.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 682 | $37.0K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 681 | $36.8K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $36.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 661 | $35.8K | 0.01% | +105+18.9% | Added |
| Strengthening Families & Communities, LLC | 633 | $34.0K | 0.01% | +10+1.6% | Added |
| Hanson & Doremus Investment Management | 603 | $33.0K | 0.01% | −380−38.7% | Reduced |
| McIlrath & Eck, LLC | 610 | $33.0K | 0.01% | −31−4.8% | Reduced |
| Paladin Advisory Group, LLC | 598 | $32.3K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $31.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $31.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 465 | $31.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 574 | $31.0K | 0.01% | +211+58.1% | Added |
| Retirement Group, LLC | 565 | $30.6K | 0.01% | −75−11.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 558 | $30.2K | 0.02% | −680−54.9% | Reduced |
| Sutton Wealth Advisors Inc. | 551 | $29.8K | 0.01% | +32+6.2% | Added |
| Wolff Wiese Magana LLC | 550 | $29.7K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 543 | $29.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $28.6K | 0.01% | +528 | New |
| Resurgent Financial Advisors LLC | 509 | $27.5K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 489 | $26.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 485 | $26.2K | 0.01% | +63+14.9% | Added |
| Laurel Wealth Advisors LLC | 396 | $21.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 383 | $20.7K | 0.01% | +4+1.1% | Added |
| Richard W. Paul & Associates, LLC | 370 | $20.0K | 0.01% | −892−70.7% | Reduced |
| Cornerstone Planning Group LLC | 364 | $19.7K | 0.01% | −210−36.6% | Reduced |
| Thompson Investment Management, Inc. | 349 | $18.9K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $18.7K | 0.01% | +345 | New |
| Nemes Rush Group LLC | 331 | $17.9K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $16.9K | 0.01% | +316 | New |
| Clearstead Advisors, LLC | 307 | $16.6K | 0.00% | +139+82.7% | Added |
| Cedar Wealth Management, LLC | 300 | $16.2K | 0.01% | −1,200−80.0% | Reduced |
| Harvest Fund Management Co., Ltd | 302 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 291 | $15.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 285 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 283 | $15.2K | 0.00% | +236+502.1% | Added |
| JJJ Advisors Inc. | 270 | $14.9K | 0.00% | −262−49.2% | Reduced |
| Blume Capital Management, Inc. | 268 | $14.5K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 262 | $14.2K | 0.00% | +4+1.6% | Added |
| VitalStone Financial, LLC | 259 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 230 | $12.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 227 | $12.3K | 0.00% | +94+70.7% | Added |
| RFP Financial Group LLC | 227 | $12.3K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 225 | $12.2K | 0.00% | 00.0% | Unchanged |