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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 3,528 | $228.7K | 0.00% | +3,528 | New |
| Venture Visionary Partners LLC | 3,570 | $231.4K | 0.01% | +3,570 | New |
| Monument Capital Management | 3,572 | $231.5K | 0.07% | −2,303−39.2% | Reduced |
| Regions Financial Corp | 3,606 | $233.7K | 0.00% | +3,606 | New |
| New York Life Investment Management LLC | 3,614 | $234.2K | 0.00% | +3,614 | New |
| Coppell Advisory Solutions LLC | 3,640 | $235.9K | 0.05% | −415−10.2% | Reduced |
| Bessemer Group Inc | 3,667 | $237.0K | 0.00% | −9−0.2% | Reduced |
| Ci Investments Inc. | 3,692 | $239.0K | 0.00% | +2,818+322.4% | Added |
| Intech Investment Management LLC | 3,702 | $239.9K | 0.00% | −6,382−63.3% | Reduced |
| Nebula Research & Development LLC | 3,713 | $240.6K | 0.07% | +3,713 | New |
| Concord Asset Management, LLC | 3,740 | $242.4K | 0.07% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,745 | $242.7K | 0.05% | −208−5.3% | Reduced |
| Brookstone Capital Management | 3,750 | $243.0K | 0.00% | −263−6.6% | Reduced |
| UMA Financial Services, Inc. | 3,759 | $243.7K | 0.05% | −1,122−23.0% | Reduced |
| Accurate Wealth Management, LLC | 3,705 | $246.7K | 0.08% | −291−7.3% | Reduced |
| Ellevest, Inc. | 3,827 | $248.0K | 0.02% | +3,827 | New |
| Waterloo Capital, L.P. | 3,835 | $248.5K | 0.04% | +3,835 | New |
| Plancorp, LLC | 3,840 | $248.9K | 0.01% | −84−2.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,854 | $249.8K | 0.00% | −1,423−27.0% | Reduced |
| Tompkins Financial Corp | 3,856 | $249.9K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,880 | $251.0K | 0.03% | +1,611+71.0% | Added |
| Harbour Investments, Inc. | 3,883 | $251.7K | 0.01% | +651+20.1% | Added |
| LVW Advisors, LLC | 3,905 | $253.1K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,927 | $254.5K | 0.19% | +3,927 | New |
| Parsons Capital Management Inc | 3,950 | $256.0K | 0.02% | −300−7.1% | Reduced |
| Monterey Private Wealth, Inc. | 3,953 | $256.2K | 0.12% | +83+2.1% | Added |
| Evanson Asset Management, LLC | 3,955 | $256.3K | 0.02% | +7+0.2% | Added |
| Two Sigma Securities, LLC | 3,958 | $256.5K | 0.01% | +3,958 | New |
| Clearview Wealth Advisors LLC | 3,979 | $257.9K | 0.30% | −74−1.8% | Reduced |
| Napa Wealth Management | 4,022 | $260.7K | 0.14% | +4,022 | New |
| Wolverine Asset Management LLC | 4,039 | $261.8K | 0.00% | −51,317−92.7% | Reduced |
| Aspire Wealth Management Corp | 4,048 | $262.4K | 0.18% | +43+1.1% | Added |
| Kowal Investment Group, LLC | 4,071 | $263.8K | 0.06% | −1,138−21.8% | Reduced |
| Proequities, Inc. | 4,022 | $264.1K | 0.02% | +250+6.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $264.6K | 0.14% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,083 | $264.6K | 0.12% | +4,083 | New |
| HM Payson & Co | 4,086 | $264.8K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,086 | $265.0K | 0.11% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,083 | $265.0K | 0.02% | +4,083 | New |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $268.0K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,180 | $270.9K | 0.02% | −2,555−37.9% | Reduced |
| Wedbush Securities Inc | 4,183 | $271.0K | 0.01% | −248−5.6% | Reduced |
| Larson Financial Group LLC | 4,213 | $273.0K | 0.02% | +257+6.5% | Added |
| Telos Capital Management, Inc. | 4,230 | $274.1K | 0.03% | +4,230 | New |
| Philip James Wealth Mangement, LLC | 4,232 | $274.3K | 0.21% | +4,232 | New |
| Garrison Asset Management, LLC | 4,250 | $275.4K | 0.15% | +4+0.1% | Added |
| Lido Advisors, LLC | 4,232 | $277.9K | 0.00% | −452−9.6% | Reduced |
| MV Capital Management, Inc. | 4,289 | $278.0K | 0.04% | −794−15.6% | Reduced |
| L.M. Kohn & Company | 4,361 | $282.6K | 0.09% | +300+7.4% | Added |
| Cary Street Partner Investment Advisory LLC | 4,380 | $283.9K | 0.01% | −12−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 4,448 | $288.3K | 0.00% | −720−13.9% | Reduced |
| RFG Advisory, LLC | 4,458 | $288.9K | 0.01% | −1,340−23.1% | Reduced |
| Flagship Harbor Advisors, LLC | 4,464 | $289.3K | 0.02% | −77−1.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,468 | $289.6K | 0.09% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4,480 | $290.3K | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 4,495 | $291.0K | 0.01% | −35−0.8% | Reduced |
| Level Four Advisory Services, LLC | 4,503 | $291.9K | 0.02% | +4,503 | New |
| Dividend Assets Capital, LLC | 4,500 | $292.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,519 | $293.0K | 0.02% | +4,519 | New |
| BancorpSouth Bank | 4,633 | $300.3K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,699 | $304.5K | 0.00% | −647−12.1% | Reduced |
| Gateway Investment Advisers LLC | 4,709 | $305.2K | 0.00% | −34,355−87.9% | Reduced |
| Colony Group, LLC | 4,735 | $307.0K | 0.00% | +4,735 | New |
| Kingsview Wealth Management, LLC | 4,742 | $307.3K | 0.01% | −447−8.6% | Reduced |
| Cornerstone Wealth Group, LLC | 4,743 | $307.4K | 0.04% | −286−5.7% | Reduced |
| Raleigh Capital Management Inc. | 4,782 | $309.9K | 0.14% | −271−5.4% | Reduced |
| Insight 2811, Inc. | 4,798 | $311.0K | 0.17% | −1,098−18.6% | Reduced |
| Degroof Petercam Asset Management | 4,800 | $311.1K | 0.00% | +4,800 | New |
| Round Rock Advisors, LLC | 4,814 | $312.0K | 0.08% | +242+5.3% | Added |
| Redwood Financial Network Corp | 4,825 | $312.7K | 0.30% | −90−1.8% | Reduced |
| Kathmere Capital Management, LLC | 4,907 | $318.0K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,938 | $318.7K | 0.02% | −411−7.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,954 | $321.1K | 0.03% | −1,875−27.5% | Reduced |
| Investment Management Corp of Ontario | 5,029 | $325.9K | 0.01% | +5,029 | New |
| Summit Wealth Group, LLC | 5,047 | $327.0K | 0.26% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,048 | $327.2K | 0.00% | −636−11.2% | Reduced |
| Barlow Wealth Partners, Inc. | 5,049 | $327.2K | 0.05% | +5,049 | New |
| Prosperitas Financial LLC | 5,055 | $327.6K | 0.24% | +62+1.2% | Added |
| Sound Income Strategies, LLC | 5,095 | $330.2K | 0.03% | −381−7.0% | Reduced |
| Main Street Financial Solutions, LLC | 5,121 | $331.9K | 0.04% | +63+1.2% | Added |
| Columbia Asset Management | 5,125 | $332.0K | 0.07% | −1,105−17.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,171 | $335.1K | 0.15% | +290+5.9% | Added |
| Cherry Tree Wealth Management, LLC | 5,187 | $336.2K | 0.09% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,494 | $337.1K | 0.21% | +102+1.9% | Added |
| Integrated Advisors Network LLC | 5,248 | $340.1K | 0.02% | +5,248 | New |
| Basepoint Wealth LLC | 5,264 | $341.2K | 0.27% | +102+2.0% | Added |
| Syntegra Private Wealth Group, LLC | 5,269 | $341.5K | 0.05% | −416−7.3% | Reduced |
| Carret Asset Management, LLC | 5,323 | $345.0K | 0.04% | −10.0% | Reduced |
| LexAurum Advisors, LLC | 5,324 | $345.0K | 0.09% | −622−10.5% | Reduced |
| Octavia Wealth Advisors, LLC | 5,297 | $347.8K | 0.06% | −3,661−40.9% | Reduced |
| Teamwork Financial Advisors, LLC | 5,367 | $347.8K | 0.06% | +829+18.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,368 | $347.9K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,386 | $349.1K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,400 | $350.0K | 0.02% | −59,626−91.7% | Reduced |
| Daymark Wealth Partners, LLC | 5,427 | $351.7K | 0.02% | −1,350−19.9% | Reduced |
| Tritonpoint Wealth, LLC | 5,358 | $351.9K | 0.03% | +5,358 | New |
| Intrua Financial, LLC | 5,467 | $354.3K | 0.06% | −692−11.2% | Reduced |
| MAI Capital Management | 5,501 | $356.5K | 0.00% | −111−2.0% | Reduced |
| Evergreen Capital Management LLC | 5,428 | $356.6K | 0.01% | +5,428 | New |
| NewEdge Wealth, LLC | 5,555 | $360.0K | 0.01% | +117+2.2% | Added |