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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 5,558 | $360.2K | 0.02% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 5,633 | $365.0K | 0.05% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,659 | $366.8K | 0.06% | −545−8.8% | Reduced |
| Quantinno Capital Management LP | 5,657 | $367.0K | 0.01% | −9,910−63.7% | Reduced |
| Alberta Investment Management Corp | 5,700 | $369.4K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 5,717 | $370.5K | 0.00% | +5,717 | New |
| Cullen Capital Management LLC | 5,723 | $370.9K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,731 | $371.4K | 0.02% | −26−0.5% | Reduced |
| Symphony Financial, Ltd. Co. | 5,571 | $373.3K | 0.08% | +45+0.8% | Added |
| Ignite Planners, LLC | 5,730 | $377.1K | 0.11% | −363−6.0% | Reduced |
| SWP Financial LLC | 5,824 | $377.5K | 0.29% | +5,824 | New |
| Fiera Capital Corp | 5,831 | $377.9K | 0.00% | −6,880−54.1% | Reduced |
| Widmann Financial Services, Inc. | 5,860 | $379.8K | 0.34% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,872 | $380.6K | 0.01% | −682−10.4% | Reduced |
| Jacobi Capital Management LLC | 5,932 | $384.5K | 0.04% | +104+1.8% | Added |
| True North Advisors, LLC | 5,939 | $384.9K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,031 | $390.9K | 0.03% | −7,877−56.6% | Reduced |
| Gilbert & Cook, Inc. | 6,058 | $392.6K | 0.06% | +314+5.5% | Added |
| Profund Advisors LLC | 6,064 | $393.0K | 0.02% | +6,064 | New |
| Campbell Wealth Management | 6,073 | $394.0K | 0.05% | −1,783−22.7% | Reduced |
| Woodward Diversified Capital, LLC | 6,117 | $396.4K | 0.25% | −34−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,149 | $398.5K | 0.07% | −287−4.5% | Reduced |
| Argent Trust Co | 6,152 | $398.7K | 0.02% | −16,001−72.2% | Reduced |
| Park Avenue Securities LLC | 6,203 | $402.0K | 0.01% | +1,544+33.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,226 | $403.5K | 0.01% | +783+14.4% | Added |
| Archer Investment Corp | 6,268 | $406.2K | 0.13% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 6,285 | $407.3K | 0.07% | +471+8.1% | Added |
| 360 Financial, Inc. | 6,300 | $408.3K | 0.18% | −852−11.9% | Reduced |
| International Assets Investment Management, LLC | 6,328 | $410.1K | 0.05% | +30+0.5% | Added |
| APG Asset Management N.V. | 7,047 | $413.4K | 0.00% | −210−2.9% | Reduced |
| Avion Wealth | 6,395 | $414.0K | 0.12% | −10.0% | Reduced |
| Inspire Advisors, LLC | 6,422 | $416.2K | 0.06% | −73−1.1% | Reduced |
| Concord Wealth Partners | 6,447 | $417.8K | 0.08% | −1,365−17.5% | Reduced |
| Viawealth, LLC | 6,529 | $423.2K | 0.29% | +1,006+18.2% | Added |
| Stephens Inc | 6,539 | $423.8K | 0.01% | −6,769−50.9% | Reduced |
| Berger Financial Group, Inc | 6,564 | $425.4K | 0.04% | −965−12.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,566 | $426.0K | 0.01% | +346+5.6% | Added |
| Marshall Wace, LLP | 6,600 | $427.7K | 0.00% | −169,794−96.3% | Reduced |
| Private Trust Co NA | 6,642 | $430.5K | 0.05% | −6,760−50.4% | Reduced |
| Empower Advisory Group, LLC | 6,673 | $432.5K | 0.00% | −726−9.8% | Reduced |
| Glenmede Trust Co NA | 6,683 | $433.1K | 0.00% | −10−0.1% | Reduced |
| Metropolitan Life Insurance Co | 6,695 | $433.9K | 0.02% | +125+1.9% | Added |
| First City Capital Management, Inc. | 6,763 | $438.3K | 0.25% | −2,627−28.0% | Reduced |
| Crestwood Advisors Group LLC | 6,768 | $438.6K | 0.01% | −379−5.3% | Reduced |
| Fisher Asset Management, LLC | 6,811 | $441.4K | 0.00% | +209+3.2% | Added |
| Virtue Capital Management, LLC | 6,833 | $442.2K | 0.09% | −1,358−16.6% | Reduced |
| Quadcap Wealth Management, LLC | 6,845 | $443.6K | 0.11% | +6,845 | New |
| Sawyer & Company, Inc | 6,895 | $447.0K | 0.20% | −580−7.8% | Reduced |
| Dudley Capital Management, LLC | 6,900 | $447.2K | 0.29% | −225−3.2% | Reduced |
| Ballentine Partners, LLC | 6,965 | $451.4K | 0.01% | +6,965 | New |
| Buckingham Strategic Partners | 7,012 | $454.5K | 0.02% | +2,692+62.3% | Added |
| CIBC Asset Management Inc | 7,105 | $460.5K | 0.00% | −90,231−92.7% | Reduced |
| NBC Securities, Inc. | 7,160 | $464.0K | 0.05% | −439−5.8% | Reduced |
| E. Ohman J:or Asset Management AB | 7,200 | $466.6K | 0.02% | −1,800−20.0% | Reduced |
| Equitable Holdings, Inc. | 7,221 | $468.0K | 0.01% | −1,349−15.7% | Reduced |
| We Are One Seven, LLC | 7,226 | $468.3K | 0.03% | −964−11.8% | Reduced |
| Burney Co | 7,239 | $469.1K | 0.02% | −1,365−15.9% | Reduced |
| Philadelphia Trust Co | 7,290 | $472.0K | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 7,291 | $472.5K | 0.12% | −223−3.0% | Reduced |
| Signaturefd, LLC | 7,341 | $475.8K | 0.01% | +2,899+65.3% | Added |
| TownSquare Capital, LLC | 7,342 | $475.8K | 0.01% | −3,542−32.5% | Reduced |
| Capital Investment Advisory Services, LLC | 7,358 | $476.9K | 0.04% | −323−4.2% | Reduced |
| Axxcess Wealth Management, LLC | 7,375 | $478.0K | 0.01% | −556−7.0% | Reduced |
| Kovack Advisors, Inc. | 7,424 | $481.1K | 0.06% | −6,458−46.5% | Reduced |
| Wetherby Asset Management Inc | 7,448 | $482.7K | 0.03% | −299−3.9% | Reduced |
| Western Wealth Management, LLC | 7,495 | $485.8K | 0.04% | +752+11.2% | Added |
| Kaizen Financial Strategies | 7,496 | $485.8K | 0.37% | −153−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 7,563 | $490.2K | 0.00% | −2,433−24.3% | Reduced |
| La Banque Postale Asset Management SA | 7,565 | $490.3K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 7,605 | $492.9K | 0.00% | −21,507−73.9% | Reduced |
| AXS Investments LLC | 7,771 | $503.6K | 0.12% | −7,000−47.4% | Reduced |
| Boston Financial Mangement LLC | 7,800 | $505.5K | 0.02% | −500−6.0% | Reduced |
| Optimum Investment Advisors | 7,907 | $512.5K | 0.26% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 7,922 | $513.5K | 0.51% | +1,318+20.0% | Added |
| Fifth Third Bancorp | 7,926 | $513.7K | 0.00% | +2,545+47.3% | Added |
| D.A. Davidson & Co. | 7,937 | $514.4K | 0.01% | −1,801−18.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,887 | $517.9K | 0.03% | −10,608−57.4% | Reduced |
| CIC Wealth, LLC | 8,003 | $518.7K | 0.16% | −490−5.8% | Reduced |
| Austin Private Wealth, LLC | 8,007 | $518.9K | 0.07% | +122+1.5% | Added |
| Perigon Wealth Management, LLC | 8,078 | $523.5K | 0.02% | −4,601−36.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,285 | $537.0K | 0.06% | +8,285 | New |
| Madden Securities Corp | 8,330 | $539.9K | 0.29% | +315+3.9% | Added |
| Resources Investment Advisors, LLC. | 8,387 | $543.6K | 0.01% | +937+12.6% | Added |
| RK Capital Management, LLC | 8,400 | $544.4K | 0.25% | +8,400 | New |
| Centaurus Financial, Inc. | 8,488 | $550.0K | 0.04% | −261−3.0% | Reduced |
| Candriam Luxembourg S.C.A. | 8,490 | $550.3K | 0.00% | −1,873−18.1% | Reduced |
| Per Stirling Capital Management, LLC. | 8,498 | $550.7K | 0.10% | +137+1.6% | Added |
| Insight Wealth Partners, LLC | 8,512 | $551.7K | 0.42% | −730−7.9% | Reduced |
| Oppenheimer Asset Management Inc. | 8,573 | $555.6K | 0.01% | +3,653+74.2% | Added |
| Old Port Advisors | 8,637 | $559.8K | 0.19% | −2,173−20.1% | Reduced |
| Mackenzie Financial Corp | 8,679 | $562.5K | 0.00% | −10,708−55.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 8,875 | $575.0K | 0.15% | −1,200−11.9% | Reduced |
| Clear Creek Financial Management, LLC | 8,905 | $577.2K | 0.09% | −1,747−16.4% | Reduced |
| Lincoln National Corp | 8,907 | $577.2K | 0.01% | −1,465−14.1% | Reduced |
| Wellington Shields & Co., LLC | 8,930 | $578.8K | 0.21% | −828−8.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,948 | $580.0K | 0.00% | −165−1.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,965 | $581.0K | 0.11% | +736+8.9% | Added |
| Herold Advisors, Inc. | 9,018 | $584.5K | 0.16% | −19,219−68.1% | Reduced |
| Assetmark, Inc | 9,122 | $591.2K | 0.00% | +1,273+16.2% | Added |
| Family Legacy, Inc. | 9,176 | $594.7K | 0.23% | +246+2.8% | Added |