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Livermore
Livermore
ZHEN

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
GoalVest Advisory LLC632$41.0K0.02%−11,889−95.0%Reduced
State of Wyoming640$41.5K0.01%+66+11.5%Added
Strengthening Families & Communities, LLC640$41.5K0.03%+7+1.1%Added
Tidemark, LLC653$42.3K0.03%+653New
City State Bank682$44.0K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC680$44.1K0.01%00.0%Unchanged
Moser Wealth Advisors, LLC681$44.1K0.03%00.0%Unchanged
Tortoise Investment Management, LLC697$45.2K0.01%00.0%Unchanged
Alta Advisers Ltd700$45.4K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.700$45.4K0.02%00.0%Unchanged
Barrett & Company, Inc.702$45.5K0.02%00.0%Unchanged
Cassady Schiller Wealth Management, LLC740$48.0K0.02%00.0%Unchanged
Umb Bank N A771$50.0K0.00%−2−0.3%Reduced
Bokf, NA783$50.7K0.00%+500+176.7%Added
First Horizon Advisors, Inc.835$54.1K0.00%00.0%Unchanged
Retirement Group, LLC842$54.6K0.02%+277+49.0%Added
NewSquare Capital LLC843$54.6K0.01%−283−25.1%Reduced
Bangor Savings Bank850$55.1K0.01%−1,150−57.5%Reduced
Princeton Global Asset Management LLC869$56.3K0.01%00.0%Unchanged
Independence Bank of Kentucky880$57.0K0.02%−100−10.2%Reduced
Montag A & Associates Inc870$57.1K0.00%+300+52.6%Added
MCF Advisors LLC891$58.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.1,087$59.0K0.00%+349+47.3%Added
Capital Analysts, LLC925$60.0K0.00%+9+1.0%Added
Lindbrook Capital, LLC935$60.6K0.01%+96+11.4%Added
Key Financial Inc962$62.4K0.02%00.0%Unchanged
GAMMA Investing LLC1,013$62.8K0.02%+1,013New
Quent Capital, LLC969$62.8K0.01%+235+32.0%Added
JJJ Advisors Inc.967$63.1K0.02%+697+258.1%Added
National Bank of Canada975$64.2K0.00%+84+9.4%Added
St Germain D J Co Inc992$64.3K0.00%00.0%Unchanged
Desjardins Global Asset Management Inc.1,027$66.6K0.01%−308−23.1%Reduced
REAP Financial Group, LLC1,031$66.8K0.02%+1,031New
Federation des caisses Desjardins du Quebec1,057$68.5K0.00%−11,598−91.6%Reduced
Whittier Trust Co1,100$71.3K0.00%−9−0.8%Reduced
Tyler-Stone Wealth Management1,200$77.8K0.04%00.0%Unchanged
Brown Brothers Harriman & Co1,202$77.9K0.00%00.0%Unchanged
South State Corp.1,244$80.6K0.01%00.0%Unchanged
Bank of New Hampshire1,246$80.8K0.02%−130−9.4%Reduced
Addison Advisors LLC1,279$82.9K0.03%−133−9.4%Reduced
Logan Capital Management Inc1,300$84.3K0.00%00.0%Unchanged
Creekmur Asset Management LLC1,301$84.3K0.03%+1,301New
Rise Advisors, LLC1,315$85.2K0.06%+4+0.3%Added
Institutional & Family Asset Management, LLC1,319$85.5K0.01%00.0%Unchanged
Ancora Advisors, LLC1,355$87.8K0.00%−2,855−67.8%Reduced
Sofos Investments, Inc.1,359$88.1K0.02%+1,359New
Covestor Ltd1,380$89.0K0.06%+597+76.2%Added
Financial Management Professionals, Inc.1,492$97.0K0.02%+9+0.6%Added
Planned Solutions, Inc.1,543$100.0K0.05%+1,543New
Kelly Financial Services LLC1,784$115.6K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC1,792$116.1K0.01%+817+83.8%Added
Baystate Wealth Management LLC1,801$116.8K0.01%+14+0.8%Added
Groupama Asset Managment3,638$119.3K0.00%+3,638New
PSI Advisors, LLC1,846$119.6K0.04%−878−32.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,932$125.2K0.01%−244−11.2%Reduced
Salem Investment Counselors Inc1,926$126.5K0.00%00.0%Unchanged
Bramshill Investments, LLC2,027$127.4K0.01%−36,598−94.8%Reduced
Missouri Trust & Investment Co2,000$129.6K0.05%−800−28.6%Reduced
Northwest Financial Advisors2,030$131.6K0.11%+2,030New
Spire Wealth Management2,040$133.9K0.00%00.0%Unchanged
Creative Financial Designs Inc2,113$137.0K0.01%−366−14.8%Reduced
Pin Oak Investment Advisors Inc2,100$138.0K0.14%00.0%Unchanged
Glass Jacobson Investment Advisors llc2,283$148.0K0.06%00.0%Unchanged
Parallel Advisors, LLC2,306$149.5K0.00%−72−3.0%Reduced
Quadrant Capital Group LLC2,312$149.8K0.01%+964+71.5%Added
Central Trust Co2,421$156.9K0.00%00.0%Unchanged
Sandy Spring Bank2,440$158.1K0.01%+300+14.0%Added
Washington Trust Co2,473$160.3K0.01%−415−14.4%Reduced
AllSquare Wealth Management LLC2,540$164.6K0.10%00.0%Unchanged
Benjamin Edwards Inc2,596$168.0K0.04%−104−3.9%Reduced
IAG Wealth Partners, LLC2,594$168.1K0.04%−319−11.0%Reduced
North Star Investment Management Corp.2,665$172.7K0.01%−259−8.9%Reduced
First Manhattan Co2,702$175.1K0.00%−5,698−67.8%Reduced
Westpac Banking Corp2,734$177.2K0.01%+575+26.6%Added
Laraway Financial Inc2,751$178.3K0.17%+25+0.9%Added
Motco2,805$181.8K0.01%00.0%Unchanged
Sunbelt Securities, Inc.2,805$181.8K0.02%+153+5.8%Added
Glassman Wealth Services2,811$182.2K0.03%−171−5.7%Reduced
Focused Wealth Management, Inc3,085$199.9K0.03%+123+4.2%Added
IFP Advisors, Inc3,100$200.9K0.01%+280+9.9%Added
Leo Wealth, LLC3,332$201.6K0.02%+3,332New
Armstrong Advisory Group, Inc3,174$205.7K0.02%−365−10.3%Reduced
Ritholtz Wealth Management3,206$207.8K0.01%+3,206New
Fortitude Advisory Group L.L.C.3,211$208.1K0.13%+3,211New
KPP Advisory Services LLC3,225$209.0K0.18%+3,225New
Keybank National Association3,236$209.7K0.00%+3,236New
First Heartland Consultants, Inc.3,269$212.0K0.03%+3,269New
Bridgewealth Advisory Group, LLC3,276$212.3K0.16%+3,276New
Verition Fund Management LLC3,294$213.5K0.00%−1,990−37.7%Reduced
Bourgeon Capital Management LLC3,296$213.6K0.05%+500+17.9%Added
Beacon Bridge Wealth Partners, LLC3,332$215.9K0.11%+3,332New
Naples Global Advisors, LLC3,300$216.7K0.02%−1,290−28.1%Reduced
Legacy Capital Wealth Partners, LLC3,350$217.1K0.06%+3,350New
U.S. Capital Wealth Advisors, LLC3,363$218.0K0.01%+3,363New
HB Wealth Management, LLC3,368$218.3K0.00%+3,368New
Avantax Planning Partners, Inc.3,379$219.0K0.01%−1,017−23.1%Reduced
Archetype Wealth Partners3,414$221.0K0.04%+3,414New
Tobam3,468$225.0K0.02%+388+12.6%Added
Huntington National Bank3,484$225.8K0.00%−1,393−28.6%Reduced
Detalus Advisors, LLC3,500$226.8K0.09%−269−7.1%Reduced