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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 9,221 | $597.6K | 0.02% | +9,221 | New |
| GWM Advisors LLC | 9,303 | $603.9K | 0.01% | +719+8.4% | Added |
| Shell Asset Management Co | 9,389 | $609.0K | 0.03% | −2,449−20.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,428 | $611.0K | 0.44% | +1,978+26.6% | Added |
| Mesirow Financial Investment Management, Inc. | 9,467 | $613.6K | 0.02% | +9,467 | New |
| Cutler Group LP | 9,511 | $616.0K | 0.09% | +5,719+150.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $619.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,593 | $621.7K | 0.01% | +3,124+48.3% | Added |
| First National Trust Co | 9,628 | $624.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,683 | $627.6K | 0.01% | +33+0.3% | Added |
| MKT Advisors LLC | 9,683 | $627.9K | 0.41% | −1,424−12.8% | Reduced |
| Accel Wealth Management | 9,728 | $630.5K | 0.32% | −17−0.2% | Reduced |
| Oppenheimer & Co Inc | 9,755 | $632.2K | 0.01% | +517+5.6% | Added |
| Walden Wealth Partners LLC | 9,851 | $638.4K | 0.40% | +9,851 | New |
| Hudson Portfolio Management LLC | 9,882 | $640.5K | 0.69% | −725−6.8% | Reduced |
| Wambolt & Associates, LLC | 9,894 | $641.3K | 0.21% | −757−7.1% | Reduced |
| Liberty One Investment Management, LLC | 10,087 | $653.8K | 0.08% | −434−4.1% | Reduced |
| Arbor Capital Management Inc | 10,161 | $655.8K | 0.49% | −90−0.9% | Reduced |
| Coldstream Capital Management Inc | 10,250 | $664.3K | 0.02% | +463+4.7% | Added |
| Arkadios Wealth Advisors | 10,278 | $666.1K | 0.06% | +10,278 | New |
| IHT Wealth Management, LLC | 10,371 | $672.1K | 0.03% | −6,442−38.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $674.0K | 0.18% | 00.0% | Unchanged |
| FLC Capital Advisors | 10,550 | $683.7K | 0.18% | −2,882−21.5% | Reduced |
| Norinchukin Bank, The | 10,610 | $687.6K | 0.02% | −177−1.6% | Reduced |
| Diligent Investors, LLC | 10,674 | $691.8K | 0.19% | −914−7.9% | Reduced |
| Commerce Bank | 10,692 | $692.9K | 0.00% | −9,029−45.8% | Reduced |
| Highlander Capital Management, LLC | 10,825 | $701.6K | 0.25% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 10,921 | $708.9K | 0.01% | +10,921 | New |
| Independent Advisor Alliance | 10,940 | $709.0K | 0.03% | −4,291−28.2% | Reduced |
| Pathstone Holdings, LLC | 10,811 | $709.5K | 0.00% | +10,811 | New |
| Concurrent Investment Advisors, LLC | 10,961 | $710.4K | 0.03% | +10,961 | New |
| Cooper Financial Group | 11,106 | $719.8K | 0.13% | −467−4.0% | Reduced |
| Flagship Private Wealth, LLC | 11,150 | $722.6K | 0.56% | −596−5.1% | Reduced |
| Peddock Capital Advisors, LLC | 11,163 | $723.5K | 0.22% | −256−2.2% | Reduced |
| Raymond James Trust N.A. | 11,168 | $723.8K | 0.02% | −2,059−15.6% | Reduced |
| LGT Financial Advisors LLC | 11,241 | $728.5K | 0.89% | −3,958−26.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,277 | $730.9K | 0.00% | −1,281−10.2% | Reduced |
| Adams Wealth Management | 11,308 | $732.8K | 0.22% | −526−4.4% | Reduced |
| ProShare Advisors LLC | 11,502 | $745.4K | 0.00% | +11,502 | New |
| J.W. Cole Advisors, Inc. | 11,503 | $745.5K | 0.04% | −1,430−11.1% | Reduced |
| Achmea Investment Management B.V. | 11,619 | $753.0K | 0.02% | +5,139+79.3% | Added |
| Howe & Rusling Inc | 11,899 | $771.2K | 0.08% | 00.0% | Unchanged |
| Ossiam | 12,333 | $799.3K | 0.01% | +933+8.2% | Added |
| Advisory Services Network, LLC | 12,436 | $805.9K | 0.02% | −1,697−12.0% | Reduced |
| Global Retirement Partners, LLC | 12,127 | $812.6K | 0.03% | −2,048−14.4% | Reduced |
| Heirloom Wealth Management | 12,541 | $812.8K | 0.31% | −34−0.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,884 | $835.0K | 0.00% | +1,558+13.8% | Added |
| SageView Advisory Group, LLC | 13,461 | $839.3K | 0.04% | +3,967+41.8% | Added |
| Samalin Investment Counsel, LLC | 12,965 | $840.3K | 0.42% | +2,223+20.7% | Added |
| Lockheed Martin Investment Management Co | 11,875 | $841.2K | 0.06% | −3,200−21.2% | Reduced |
| Royal Fund Management, LLC | 13,085 | $848.1K | 0.11% | +1,057+8.8% | Added |
| Kestra Advisory Services, LLC | 12,967 | $851.6K | 0.01% | +12,967 | New |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $859.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 13,408 | $869.0K | 0.04% | −4,362−24.5% | Reduced |
| Vista Investment Management | 13,448 | $871.6K | 0.40% | +121+0.9% | Added |
| Aurora Private Wealth, Inc. | 13,462 | $872.0K | 0.82% | +135+1.0% | Added |
| Alaska Permanent Fund Corp | 13,465 | $872.7K | 0.01% | −11,729−46.6% | Reduced |
| Penserra Capital Management LLC | 13,517 | $875.0K | 0.02% | +3,816+39.3% | Added |
| Ashton Thomas Private Wealth, LLC | 13,507 | $875.4K | 0.06% | +13,507 | New |
| Prudential PLC | 13,558 | $878.7K | 0.01% | +4,329+46.9% | Added |
| C2C Wealth Management, LLC | 13,463 | $884.3K | 0.75% | −1,600−10.6% | Reduced |
| Client 1st Advisory Group, LLC | 13,783 | $893.3K | 0.43% | −240−1.7% | Reduced |
| D.B. Root & Company, LLC | 14,045 | $910.3K | 0.33% | −5,535−28.3% | Reduced |
| Nordea Investment Management AB | 14,017 | $912.8K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,218 | $921.0K | 0.00% | +14,218 | New |
| National Asset Management, Inc. | 14,046 | $922.5K | 0.02% | −2,058−12.8% | Reduced |
| RMB Capital Management, LLC | 14,369 | $931.2K | 0.03% | +60.0% | Added |
| Independent Financial Group, LLC | 14,370 | $931.3K | 0.05% | −4,420−23.5% | Reduced |
| HBK Sorce Advisory LLC | 14,529 | $941.6K | 0.04% | +8,018+123.1% | Added |
| Rockefeller Capital Management L.P. | 14,580 | $944.9K | 0.00% | +198+1.4% | Added |
| Principal Securities, Inc. | 14,680 | $951.4K | 0.04% | +14,680 | New |
| Texas Yale Capital Corp. | 14,891 | $965.1K | 0.05% | −394−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,046 | $975.1K | 0.01% | −2,610−14.8% | Reduced |
| DoubleLine ETF Adviser LP | 15,047 | $975.2K | 0.28% | +15,047 | New |
| Crossmark Global Holdings, Inc. | 15,105 | $979.0K | 0.02% | +15,105 | New |
| Cerity Partners LLC | 15,420 | $999.5K | 0.00% | +1,555+11.2% | Added |
| Naviter Wealth, LLC | 15,425 | $1.01M | 0.20% | +1,752+12.8% | Added |
| Atria Investments LLC | 15,983 | $1.04M | 0.02% | −7,838−32.9% | Reduced |
| Alpha Omega Wealth Management LLC | 16,043 | $1.04M | 0.17% | −54−0.3% | Reduced |
| Colonial Trust Co | 16,077 | $1.04M | 0.22% | −6,129−27.6% | Reduced |
| Ameritas Advisory Services, LLC | 16,580 | $1.05M | 0.06% | +194+1.2% | Added |
| Panagora Asset Management Inc | 16,208 | $1.05M | 0.01% | −66−0.4% | Reduced |
| Maryland State Retirement & Pension System | 16,211 | $1.05M | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 16,464 | $1.07M | 0.39% | +16,464 | New |
| Founders Financial Alliance, LLC | 16,555 | $1.07M | 0.42% | −271−1.6% | Reduced |
| Warren Averett Asset Management, LLC | 16,725 | $1.08M | 0.04% | −1,209−6.7% | Reduced |
| Bank of Nova Scotia | 16,729 | $1.08M | 0.00% | +5,195+45.0% | Added |
| Schroder Investment Management Group | 16,834 | $1.09M | 0.00% | −593−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 16,922 | $1.10M | 0.12% | +191+1.1% | Added |
| Stratos Wealth Partners, LTD. | 16,925 | $1.10M | 0.02% | −1,758−9.4% | Reduced |
| Belpointe Asset Management LLC | 17,031 | $1.10M | 0.10% | +1,111+7.0% | Added |
| Harbor Investment Advisory, LLC | 17,124 | $1.11M | 0.13% | −2,868−14.3% | Reduced |
| Apollon Wealth Management, LLC | 17,504 | $1.13M | 0.04% | +255+1.5% | Added |
| Paradigm Financial Partners, LLC | 17,703 | $1.15M | 0.28% | +12+0.1% | Added |
| Gulf International Bank (UK) Ltd | 17,738 | $1.15M | 0.03% | −2,049−10.4% | Reduced |
| Cornerstone Wealth Management, LLC | 17,857 | $1.16M | 0.10% | +3,643+25.6% | Added |
| Metis Global Partners, LLC | 17,954 | $1.16M | 0.05% | +1,433+8.7% | Added |
| Geneos Wealth Management Inc. | 17,998 | $1.17M | 0.06% | −6,899−27.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,430 | $1.19M | 0.02% | −12,389−40.2% | Reduced |
| Securian Asset Management, Inc | 18,454 | $1.20M | 0.03% | +18,454 | New |