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Livermore
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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.

13F holders, Q4 2023

Institutional positions in W. P. Carey Inc. as of Dec 31, 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
782
+45 vs. Q3 2023
Shares held
161.2M
+21.9M (+15.7%) vs. Q3 2023
Total value
$10.5B
+$2.90B (+38.4%) vs. Q3 2023
New holders
120
232 more added
Sold out
75
312 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 782 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ4 2023: $10.5B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$7.25B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2023.

Institutions holding WPC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners14$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0New
Glen Eagle Advisors, LLC6$3890.00%00.0%Unchanged
Castleview Partners, LLC10$6480.00%+10New
BFSG, LLC10$6490.00%−14,579−99.9%Reduced
Sachetta, LLC12$7780.00%+12New
Raffa Wealth Management, LLC14$9070.00%00.0%Unchanged
Arlington Trust Co LLC23$1.49K0.00%+23New
Caitlin John, LLC26$1.71K0.00%+26New
Delos Wealth Advisors, LLC29$1.89K0.00%00.0%Unchanged
Eukles Asset Management30$1.94K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC24$2.00K0.00%+24New
Private Wealth Management Group, LLC31$2.01K0.00%+31New
Allspring Global Investments Holdings, LLC37$2.40K0.00%−233,054−100.0%Reduced
LM Advisors LLC42$2.70K0.00%+42New
Psagot Value Holdings Ltd. / (Israel)50$3.00K0.00%+50New
Insight Financial Services48$3.11K0.00%00.0%Unchanged
Smartleaf Asset Management LLC49$3.22K0.00%+49New
Financial Avengers, Inc.55$3.55K0.00%+1+1.9%Added
Farmers & Merchants Investments Inc65$4.21K0.00%+65New
Venturi Wealth Management, LLC68$4.41K0.00%+10+17.2%Added
Salomon & Ludwin, LLC87$4.71K0.00%00.0%Unchanged
Zions Bancorporation, N.A.77$4.99K0.00%+37+92.5%Added
Signature Resources Capital Management, LLC91$5.90K0.01%+91New
FSA Wealth Management LLC94$6.00K0.00%+94New
Clearstead Advisors, LLC100$6.48K0.00%−207−67.4%Reduced
Provenance Wealth Advisors, LLC100$6.48K0.00%00.0%Unchanged
Bogart Wealth, LLC100$6.48K0.00%+83+488.2%Added
Carmichael Hill & Associates, Inc.104$6.74K0.00%00.0%Unchanged
American State Bank (Iowa)109$7.06K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC115$7.45K0.01%+115New
First Community Trust NA120$7.78K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton129$8.36K0.00%00.0%Unchanged
Bell Investment Advisors, Inc133$8.62K0.00%−94−41.4%Reduced
Blume Capital Management, Inc.134$8.69K0.00%−134−50.0%Reduced
Caldwell Trust Co150$9.72K0.00%−1,000−87.0%Reduced
Iron Horse Wealth Management, LLC150$9.72K0.00%00.0%Unchanged
Byrne Asset Management LLC160$10.0K0.01%+10+6.7%Added
Rakuten Investment Management, Inc.153$10.0K0.00%+153New
Financial Perspectives, Inc158$10.2K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.190$10.3K0.01%00.0%Unchanged
Main Street Group, LTD160$10.4K0.00%+160New
TD Private Client Wealth LLC168$10.9K0.00%00.0%Unchanged
M&R Capital Management Inc177$11.5K0.00%+36+25.5%Added
Private Ocean, LLC178$11.5K0.00%00.0%Unchanged
Chilton Capital Management LLC180$11.7K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.181$11.8K0.01%+3+1.7%Added
Parkside Financial Bank & Trust189$12.3K0.00%+118+166.2%Added
Rogco, LP190$12.3K0.01%00.0%Unchanged
Citizens National Bank Trust Department195$12.6K0.00%00.0%Unchanged
Delta Asset Management LLC200$13.0K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC200$13.0K0.01%+200New
Broadwater Capital Management LLC200$13.0K0.01%+200New
Thompson Siegel & Walmsley LLC203$13.0K0.00%00.0%Unchanged
Smithfield Trust Co200$13.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC202$13.1K0.00%−162−44.5%Reduced
Beacon Capital Management, Inc.224$14.5K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.225$14.6K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.227$14.7K0.00%+227New
Ameliora Wealth Management Ltd.230$14.9K0.01%00.0%Unchanged
Bare Financial Services, Inc240$15.6K0.03%+240New
VitalStone Financial, LLC259$17.0K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.316$17.7K0.01%00.0%Unchanged
Massmutual Trust Co FSB282$18.3K0.00%+140+98.6%Added
GHP Investment Advisors, Inc.285$18.5K0.00%00.0%Unchanged
Centiva Capital, LP288$18.7K0.00%+288New
Trust Co of Vermont291$18.9K0.00%00.0%Unchanged
Cedar Wealth Management, LLC300$19.4K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$19.4K0.01%+300New
RFP Financial Group LLC305$19.8K0.01%+78+34.4%Added
Harvest Fund Management Co., Ltd302$20.0K0.00%00.0%Unchanged
Davis Capital Management316$20.5K0.02%+316New
Fairfield, Bush & Co.325$21.1K0.01%+325New
Nemes Rush Group LLC331$21.5K0.00%00.0%Unchanged
Robbins Farley LLC345$22.4K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC370$24.0K0.01%00.0%Unchanged
Versant Capital Management, Inc379$24.6K0.01%−4−1.0%Reduced
Beacon Capital Management, LLC465$25.1K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC396$25.7K0.00%00.0%Unchanged
EntryPoint Capital, LLC408$26.4K0.03%+408New
First United Bank Trust415$26.9K0.01%+415New
Hexagon Capital Partners LLC422$27.4K0.01%−63−13.0%Reduced
Central Bank & Trust Co426$27.6K0.00%+426New
Thompson Investment Management, Inc.436$28.3K0.00%+87+24.9%Added
Gradient Investments LLC489$31.7K0.00%00.0%Unchanged
Hanson & Doremus Investment Management500$32.0K0.01%−103−17.1%Reduced
FNY Investment Advisers, LLC500$32.0K0.04%+500New
EdgeRock Capital LLC526$32.4K0.02%+526New
Resurgent Financial Advisors LLC509$33.0K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC528$34.0K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC543$35.2K0.01%00.0%Unchanged
Wolff Wiese Magana LLC552$35.8K0.03%+2+0.4%Added
Mark Sheptoff Financial Planning, LLC558$36.2K0.02%00.0%Unchanged
McIlrath & Eck, LLC562$36.4K0.01%−48−7.9%Reduced
Transcendent Capital Group LLC562$36.4K0.02%+562New
New England Capital Financial Advisors LLC583$37.8K0.02%00.0%Unchanged
Farther Finance Advisors, LLC593$38.4K0.00%−68−10.3%Reduced
Paladin Advisory Group, LLC598$38.8K0.03%00.0%Unchanged
Heritage Wealth Advisors600$38.9K0.00%−152−20.2%Reduced
Provence Wealth Management Group626$40.5K0.02%−232−27.0%Reduced