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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.

Q4 2023 vs. Q3 2023

How the institutions holding W. P. Carey Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WPC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders7469782+45
Shares139.9M544.0K161.2M+21.9M (+15.7%)
Value$7.59B$29.4M$10.5B+$2.90B (+38.4%)

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (120)

Institutions that held W. P. Carey Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 120 by value.

Institutions new to WPC in Q4 2023
InstitutionSharesValue% of portfolio
Long Pond Capital, LP967,987$62.7M5.04%
Retirement Systems of Alabama273,875$17.7M0.08%
New York State Teachers Retirement System191,909$12.4M0.03%
Adelante Capital Management LLC189,053$12.3M0.85%
Texas Permanent School Fund188,877$12.2M0.11%
Pacer Advisors, Inc.180,230$11.7M0.03%
Mutual of America Capital Management LLC135,023$8.75M0.10%
Dupree Financial Group, LLC95,640$6.20M3.03%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys86,789$5.62M0.04%
Susquehanna Portfolio Strategies, LLC86,480$5.60M0.10%
Zimmer Partners, LP85,700$5.55M0.20%
CIBC World Markets Corp78,783$5.11M0.03%
Teachers Retirement System of the State of Kentucky62,160$4.03M0.04%
Oregon Public Employees Retirement Fund61,750$4.00M0.07%
Louisiana State Employees Retirement System61,400$3.98M0.08%
New Insight Wealth Advisors60,657$3.93M2.65%
Simplex Trading, LLC59,991$3.89M0.12%
State of Michigan Retirement System52,500$3.40M0.02%
Northwestern Mutual Investment Management Company, LLC48,649$3.15M0.08%
HighPoint Advisor Group LLC56,638$3.15M0.23%
Ameritas Investment Partners, Inc.48,283$3.13M0.11%
New Mexico Educational Retirement Board43,400$2.81M0.11%
Mirabella Financial Services LLP33,276$2.16M0.31%
Federated Hermes, Inc.23,401$1.52M0.00%
Securian Asset Management, Inc18,454$1.20M0.03%
Lecap Asset Management Ltd16,464$1.07M0.39%
Crossmark Global Holdings, Inc.15,105$979.0K0.02%
DoubleLine ETF Adviser LP15,047$975.2K0.28%
Principal Securities, Inc.14,680$951.4K0.04%
Natixis Advisors, L.P.14,218$921.0K0.00%
Ashton Thomas Private Wealth, LLC13,507$875.4K0.06%
Kestra Advisory Services, LLC12,967$851.6K0.01%
ProShare Advisors LLC11,502$745.4K0.00%
Concurrent Investment Advisors, LLC10,961$710.4K0.03%
Pathstone Holdings, LLC10,811$709.5K0.00%
Swiss Life Asset Management Ltd10,921$708.9K0.01%
Arkadios Wealth Advisors10,278$666.1K0.06%
Walden Wealth Partners LLC9,851$638.4K0.40%
Mesirow Financial Investment Management, Inc.9,467$613.6K0.02%
Shelton Capital Management9,221$597.6K0.02%
RK Capital Management, LLC8,400$544.4K0.25%
Kingswood Wealth Advisors, LLC8,285$537.0K0.06%
Ballentine Partners, LLC6,965$451.4K0.01%
Quadcap Wealth Management, LLC6,845$443.6K0.11%
Profund Advisors LLC6,064$393.0K0.02%
SWP Financial LLC5,824$377.5K0.29%
Man Group plc5,717$370.5K0.00%
Evergreen Capital Management LLC5,428$356.6K0.01%
Tritonpoint Wealth, LLC5,358$351.9K0.03%
Integrated Advisors Network LLC5,248$340.1K0.02%
Barlow Wealth Partners, Inc.5,049$327.2K0.05%
Investment Management Corp of Ontario5,029$325.9K0.01%
Degroof Petercam Asset Management4,800$311.1K0.00%
Colony Group, LLC4,735$307.0K0.00%
GeoWealth Management, LLC4,519$293.0K0.02%
Level Four Advisory Services, LLC4,503$291.9K0.02%
Philip James Wealth Mangement, LLC4,232$274.3K0.21%
Telos Capital Management, Inc.4,230$274.1K0.03%
Virtu Financial LLC4,083$265.0K0.02%
Catalytic Wealth RIA, LLC4,083$264.6K0.12%
Napa Wealth Management4,022$260.7K0.14%
Two Sigma Securities, LLC3,958$256.5K0.01%
Bridgefront Capital, LLC3,927$254.5K0.19%
Waterloo Capital, L.P.3,835$248.5K0.04%
Ellevest, Inc.3,827$248.0K0.02%
Nebula Research & Development LLC3,713$240.6K0.07%
New York Life Investment Management LLC3,614$234.2K0.00%
Regions Financial Corp3,606$233.7K0.00%
Venture Visionary Partners LLC3,570$231.4K0.01%
Moneta Group Investment Advisors LLC3,528$228.7K0.00%
Archetype Wealth Partners3,414$221.0K0.04%
HB Wealth Management, LLC3,368$218.3K0.00%
U.S. Capital Wealth Advisors, LLC3,363$218.0K0.01%
Legacy Capital Wealth Partners, LLC3,350$217.1K0.06%
Beacon Bridge Wealth Partners, LLC3,332$215.9K0.11%
Bridgewealth Advisory Group, LLC3,276$212.3K0.16%
First Heartland Consultants, Inc.3,269$212.0K0.03%
Keybank National Association3,236$209.7K0.00%
KPP Advisory Services LLC3,225$209.0K0.18%
Fortitude Advisory Group L.L.C.3,211$208.1K0.13%
Ritholtz Wealth Management3,206$207.8K0.01%
Leo Wealth, LLC3,332$201.6K0.02%
Northwest Financial Advisors2,030$131.6K0.11%
Groupama Asset Managment3,638$119.3K0.00%
Planned Solutions, Inc.1,543$100.0K0.05%
Sofos Investments, Inc.1,359$88.1K0.02%
Creekmur Asset Management LLC1,301$84.3K0.03%
REAP Financial Group, LLC1,031$66.8K0.02%
GAMMA Investing LLC1,013$62.8K0.02%
Tidemark, LLC653$42.3K0.03%
Transcendent Capital Group LLC562$36.4K0.02%
EdgeRock Capital LLC526$32.4K0.02%
FNY Investment Advisers, LLC500$32.0K0.04%
Central Bank & Trust Co426$27.6K0.00%
First United Bank Trust415$26.9K0.01%
EntryPoint Capital, LLC408$26.4K0.03%
Fairfield, Bush & Co.325$21.1K0.01%
Davis Capital Management316$20.5K0.02%
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$19.4K0.01%
Centiva Capital, LP288$18.7K0.00%

Sold out (75)

Institutions that held W. P. Carey Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of WPC in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
ExodusPoint Capital Management, LP288,241$15.6M
Lighthouse Investment Partners, LLC175,000$9.46M
Cbre Clarion Securities LLC153,656$8.31M
Qube Research & Technologies Ltd142,218$7.69M
Westwood Holdings Group Inc.110,000$5.95M
Morgan Dempsey Capital Management LLC106,061$5.74M
EWG Elevate Inc.80,837$4.37M
Demars Financial Group, LLC76,214$4.12M
Caption Management, LLC75,000$4.06M
Millennium Management LLC67,002$3.62M
Y-Intercept (Hong Kong) Ltd56,780$3.07M
XML Financial, LLC47,202$2.55M
Squarepoint Ops LLC46,816$2.53M
Bensler, LLC36,604$1.98M
D L Carlson Investment Group Inc34,046$1.84M
Dark Forest Capital Management LP33,033$1.79M
PEAK6 Investments LLC27,025$1.46M
Worldquant Millennium Advisors LLC21,212$1.15M
Healthcare of Ontario Pension Plan Trust Fund19,300$1.04M
Jag Capital Management, LLC18,462$998.4K
FORA Capital, LLC14,750$797.7K
Fox Run Management, L.L.C.14,158$765.7K
Garda Capital Partners LP13,889$751.1K
D. E. Shaw & Co., Inc.13,845$748.7K
Walleye Capital LLC13,839$748.4K
Connectus Wealth, LLC13,645$737.9K
Oak Thistle LLC11,451$619.3K
Elequin Capital LP10,580$572.2K
Rainsberger Wealth Advisors, Inc.10,482$566.9K
Point72 Asset Management, L.P.10,000$540.8K
Sheaff Brock Investment Advisors, LLC9,245$500.0K
Triumph Capital Management9,044$498.8K
Wolverine Trading, LLC8,374$452.9K
Empowered Funds, LLC7,299$394.7K
StoneX Group Inc.7,075$384.6K
Harrell Investment Partners, LLC6,430$343.9K
Boston Private Wealth LLC6,269$339.0K
Matisse Capital6,063$327.9K
Benedetti & Gucer, Inc.5,834$315.5K
David R. Rahn & Associates Inc.5,359$289.8K
KC Investment Advisors, LLC5,065$273.9K
Meiji Yasuda Life Insurance Co4,850$262.3K
Herbst Group, LLC4,850$262.3K
Keudell/Morrison Wealth Management4,800$259.6K
Fulton Bank, N.A.4,500$243.4K
Chase Investment Counsel Corp4,378$236.0K
Campbell & CO Investment Adviser LLC4,350$235.2K
Alpha Cubed Investments, LLC4,300$232.5K
Vishria Bird Financial Group, LLC4,240$229.0K
Wexford Capital LP4,000$216.3K
Avidian Wealth Solutions, LLC3,956$213.9K
Gallacher Capital Management LLC3,901$211.0K
Synovus Financial Corp3,824$206.8K
PFG Investments, LLC3,735$202.0K
Banque Cantonale Vaudoise3,284$178.0K
Register Financial Advisors LLC2,682$145.0K
Headinvest, LLC1,276$68.3K
Impact Partnership Wealth, LLC1,044$56.5K
TD Waterhouse Canada Inc.969$51.8K
Stonebridge Capital Advisors LLC895$48.4K
Certified Advisory Corp869$47.0K
ORG Partners LLC791$42.8K
Financial Synergies Wealth Advisors, Inc.262$14.2K
Sittner & Nelson, LLC200$10.8K
Crewe Advisors LLC175$9.46K
Earnest Partners LLC114$6.17K
Hibernia Wealth Partners, LLC95$5.11K
WR Wealth Planners, LLC33$1.78K
Park Place Capital Corp29$1.57K
Northwest Capital Management Inc25$1.35K
Carolinas Wealth Consulting LLC19$1.02K
AlphaMark Advisors, LLC25$1.00K
Baker Avenue Asset Management, LP14$757
VisionPoint Advisory Group, LLC10$541
TFC Financial Management6$325

Not filed for Q4 2023 yet (9)

Institutions that held W. P. Carey Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al473,382$25.6M
First Republic Investment Management, Inc.40,173$2.17M
Focus Financial Network, Inc.9,433$520.2K
Pathstone Family Office, LLC5,794$319.8K
Advisor Partners II, LLC5,272$285.1K
Colony Group LLC5,072$274.0K
BTC Capital Management, Inc.4,268$230.8K
Sutton Wealth Advisors Inc.551$29.8K
Johnson Midwest Financial, LLC100$5.41K