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 |
|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 224 | $12.1K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 203 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $10.5K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 190 | $10.3K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 190 | $10.3K | 0.01% | +190 | New |
| Chilton Capital Management LLC | 180 | $9.73K | 0.00% | −759−80.8% | Reduced |
| Private Ocean, LLC | 178 | $9.63K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 178 | $9.63K | 0.01% | +178 | New |
| Crewe Advisors LLC | 175 | $9.46K | 0.00% | +175 | New |
| TD Private Client Wealth LLC | 168 | $9.09K | 0.00% | −8,058−98.0% | Reduced |
| Financial Perspectives, Inc | 158 | $8.54K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $8.11K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 142 | $7.68K | 0.00% | +43+43.4% | Added |
| M&R Capital Management Inc | 141 | $7.63K | 0.00% | +141 | New |
| Rosenberg Matthew Hamilton | 129 | $6.98K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $6.49K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $6.17K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $5.89K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $5.63K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 100 | $5.41K | 0.01% | +100 | New |
| Provenance Wealth Advisors, LLC | 100 | $5.41K | 0.00% | +100 | New |
| Hibernia Wealth Partners, LLC | 95 | $5.11K | 0.00% | +95 | New |
| Salomon & Ludwin, LLC | 87 | $4.71K | 0.00% | +87 | New |
| Parkside Financial Bank & Trust | 71 | $3.84K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 58 | $3.14K | 0.00% | +58 | New |
| Financial Avengers, Inc. | 54 | $2.90K | 0.00% | +1+1.9% | Added |
| Insight Financial Services | 48 | $2.60K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $2.16K | 0.00% | −49−55.1% | Reduced |
| Delos Wealth Advisors, LLC | 29 | $1.86K | 0.00% | +1+3.6% | Added |
| WR Wealth Planners, LLC | 33 | $1.78K | 0.00% | +33 | New |
| Eukles Asset Management | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 29 | $1.57K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $1.02K | 0.00% | +3+18.8% | Added |
| AlphaMark Advisors, LLC | 25 | $1.00K | 0.00% | −245−90.7% | Reduced |
| Bogart Wealth, LLC | 17 | $919 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 14 | $757 | 0.00% | −8−36.4% | Reduced |
| Raffa Wealth Management, LLC | 14 | $757 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $541 | 0.00% | +10 | New |
| TFC Financial Management | 6 | $325 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $324 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | +14 | New |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −900,822−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −197,899−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −83,633−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −71,395−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −59,469−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −58,512−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −54,074−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,714−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −45,407−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −43,608−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −40,870−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −32,785−100.0% | Sold out |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −30,696−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −28,382−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −21,545−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −21,025−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −20,630−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −18,650−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −19,960−100.0% | Sold out |
| Ted Buchan & Co | 0 | $0 | 0.00% | −19,089−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −14,987−100.0% | Sold out |
| Madison Wealth Management | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,816−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −13,381−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,003−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,438−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,424−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,825−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,684−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,610−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,495−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −10,429−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −8,408−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −8,437−100.0% | Sold out |
| Landmark Financial Advisors, LLC | 0 | $0 | 0.00% | −8,253−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,072−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,594−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −7,396−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −7,396−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,018−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Wealthspan Partners, LLC | 0 | $0 | 0.00% | −6,597−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −6,497−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −6,216−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,557−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −5,537−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |