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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 18,677 | $1.21M | 0.03% | +756+4.2% | Added |
| Dynamic Advisor Solutions LLC | 18,836 | $1.22M | 0.05% | −756−3.9% | Reduced |
| Centersquare Investment Management LLC | 19,029 | $1.23M | 0.01% | −110,160−85.3% | Reduced |
| Janus Henderson Group PLC | 19,202 | $1.24M | 0.00% | −138−0.7% | Reduced |
| M Holdings Securities, Inc. | 19,323 | $1.25M | 0.14% | −831−4.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 19,800 | $1.28M | 0.03% | +4,000+25.3% | Added |
| KBC Group NV | 20,142 | $1.30M | 0.00% | +6,628+49.0% | Added |
| RB Capital Management, LLC | 20,166 | $1.31M | 0.38% | −1,536−7.1% | Reduced |
| Erste Asset Management GmbH | 20,200 | $1.33M | 0.02% | +5,800+40.3% | Added |
| Arete Wealth Advisors, LLC | 20,779 | $1.35M | 0.10% | −1,190−5.4% | Reduced |
| WCG Wealth Advisors LLC | 20,798 | $1.35M | 0.10% | −1,823−8.1% | Reduced |
| Jeppson Wealth Management, LLC | 20,800 | $1.35M | 0.56% | −267−1.3% | Reduced |
| Public Sector Pension Investment Board | 20,801 | $1.35M | 0.01% | +190+0.9% | Added |
| Truvestments Capital LLC | 21,039 | $1.36M | 0.62% | −10,112−32.5% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.37M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 21,219 | $1.38M | 0.01% | −3,845−15.3% | Reduced |
| Citadel Advisors LLC | 21,233 | $1.38M | 0.00% | −221,637−91.3% | Reduced |
| Wealthstar Advisors, LLC | 21,832 | $1.41M | 0.53% | −3,210−12.8% | Reduced |
| Adams Asset Advisors, LLC | 22,273 | $1.44M | 0.19% | +424+1.9% | Added |
| Bridgewater Associates, LP | 22,329 | $1.45M | 0.01% | +9,625+75.8% | Added |
| Gamco Investors, Inc. Et Al | 22,600 | $1.46M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 22,981 | $1.49M | 0.04% | +11,497+100.1% | Added |
| Horan Capital Advisors, LLC. | 23,390 | $1.52M | 0.56% | −936−3.8% | Reduced |
| Federated Hermes, Inc. | 23,401 | $1.52M | 0.00% | +23,401 | New |
| JustInvest LLC | 23,573 | $1.53M | 0.04% | +8,870+60.3% | Added |
| Richard P Slaughter Associates Inc | 23,667 | $1.53M | 0.38% | +2,128+9.9% | Added |
| Versor Investments LP | 23,892 | $1.55M | 0.32% | +11,100+86.8% | Added |
| Ontario Teachers Pension Plan Board | 23,961 | $1.55M | 0.02% | +10,699+80.7% | Added |
| South Dakota Investment Council | 24,234 | $1.57M | 0.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 24,628 | $1.60M | 0.01% | +5,330+27.6% | Added |
| Griffin Asset Management, Inc. | 24,716 | $1.60M | 0.20% | +5,438+28.2% | Added |
| Associated Banc-Corp | 24,800 | $1.61M | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 25,614 | $1.66M | 0.06% | −3,621−12.4% | Reduced |
| Integrated Wealth Concepts LLC | 25,651 | $1.66M | 0.03% | −3,144−10.9% | Reduced |
| Lakeview Capital Partners, LLC | 26,227 | $1.70M | 0.30% | −307−1.2% | Reduced |
| Xponance, Inc. | 26,598 | $1.72M | 0.02% | +18,450+226.4% | Added |
| 1832 Asset Management L.P. | 26,949 | $1.75M | 0.00% | −1,347−4.8% | Reduced |
| Moors & Cabot, Inc. | 27,091 | $1.76M | 0.11% | −669−2.4% | Reduced |
| Spirit of America Management Corp | 27,200 | $1.76M | 0.39% | −1,750−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 27,359 | $1.77M | 0.07% | −2,151−7.3% | Reduced |
| Stifel Financial Corp | 27,446 | $1.78M | 0.00% | −73,069−72.7% | Reduced |
| Wellington Management Group LLP | 27,474 | $1.78M | 0.00% | −9,720−26.1% | Reduced |
| Captrust Financial Advisors | 27,474 | $1.78M | 0.01% | +2,521+10.1% | Added |
| CWM Advisors, LLC | 27,497 | $1.78M | 0.20% | −1,678−5.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 27,610 | $1.79M | 0.46% | +1,739+6.7% | Added |
| Hilltop Partners LLC | 28,536 | $1.85M | 0.73% | −1,815−6.0% | Reduced |
| TFG Advisers LLC | 28,646 | $1.86M | 0.78% | −4,729−14.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 28,940 | $1.88M | 0.00% | −48,670−62.7% | Reduced |
| Bahl & Gaynor Inc | 29,656 | $1.92M | 0.01% | −2,100−6.6% | Reduced |
| Paradiem, LLC | 29,717 | $1.93M | 0.54% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 30,645 | $1.99M | 0.06% | −226−0.7% | Reduced |
| Excalibur Management Corp | 30,755 | $2.02M | 0.95% | +613+2.0% | Added |
| M&T Bank Corp | 31,191 | $2.02M | 0.01% | +825+2.7% | Added |
| Presima Inc. | 31,236 | $2.02M | 0.46% | −3,080−9.0% | Reduced |
| Pathway Financial Advisers, LLC | 32,012 | $2.07M | 0.79% | −2,271−6.6% | Reduced |
| Swedbank AB | 32,019 | $2.08M | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 32,409 | $2.10M | 0.01% | −1,776−5.2% | Reduced |
| TD Asset Management Inc | 32,695 | $2.12M | 0.00% | +4,082+14.3% | Added |
| Investmark Advisory Group LLC | 32,747 | $2.12M | 1.24% | −275−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 33,168 | $2.15M | 0.03% | +16,052+93.8% | Added |
| Mirabella Financial Services LLP | 33,276 | $2.16M | 0.31% | +33,276 | New |
| HBW Advisory Services LLC | 33,383 | $2.16M | 0.41% | −310−0.9% | Reduced |
| Weaver Consulting Group | 33,643 | $2.18M | 0.89% | −1,304−3.7% | Reduced |
| AXA S.A. | 33,707 | $2.18M | 0.01% | +2,632+8.5% | Added |
| Gradient Capital Advisors, LLC | 34,180 | $2.22M | 0.84% | +199+0.6% | Added |
| US Bancorp | 34,959 | $2.27M | 0.00% | +1,586+4.8% | Added |
| Bank of Montreal | 34,586 | $2.27M | 0.00% | −936,410−96.4% | Reduced |
| Clear Street Markets LLC | 36,398 | $2.36M | 0.95% | +32,298+787.8% | Added |
| Utah Retirement Systems | 36,676 | $2.38M | 0.03% | +200+0.5% | Added |
| Ostrum Asset Management | 36,693 | $2.38M | 0.21% | +8,563+30.4% | Added |
| Neuberger Berman Group LLC | 36,819 | $2.39M | 0.00% | −34,367−48.3% | Reduced |
| The PNC Financial Services Group, Inc. | 37,999 | $2.46M | 0.00% | +2,104+5.9% | Added |
| Vident Advisory, LLC | 38,238 | $2.48M | 0.06% | −237−0.6% | Reduced |
| Voya Investment Management LLC | 38,578 | $2.50M | 0.00% | −99,979−72.2% | Reduced |
| Teacher Retirement System of Texas | 38,831 | $2.52M | 0.02% | −43,886−53.1% | Reduced |
| Sowell Financial Services LLC | 38,333 | $2.52M | 0.14% | +4,424+13.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 39,845 | $2.58M | 0.01% | +507+1.3% | Added |
| Pensionfund Sabic | 40,304 | $2.61M | 0.82% | +2,000+5.2% | Added |
| Inspirion Wealth Advisors, LLC | 39,910 | $2.63M | 0.47% | −12,240−23.5% | Reduced |
| Capital Square, LLC | 42,424 | $2.75M | 3.11% | −2,058−4.6% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.81M | 0.11% | +43,400 | New |
| Fuller & Thaler Asset Management, Inc. | 43,457 | $2.82M | 0.01% | −8,951−17.1% | Reduced |
| Colonial Trust Advisors | 43,766 | $2.84M | 0.30% | −19,181−30.5% | Reduced |
| HighTower Advisors, LLC | 43,837 | $2.84M | 0.00% | −10,643−19.5% | Reduced |
| CI Private Wealth, LLC | 44,365 | $2.88M | 0.01% | −11,641−20.8% | Reduced |
| IFM Investors Pty Ltd | 44,488 | $2.88M | 0.04% | 00.0% | Unchanged |
| DnB Asset Management AS | 45,029 | $2.92M | 0.02% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 45,471 | $2.95M | 1.24% | −1,557−3.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 46,375 | $3.01M | 2.18% | −150.0% | Reduced |
| Wellington Shields Capital Management, LLC | 47,264 | $3.06M | 0.38% | −2,880−5.7% | Reduced |
| Prudential Financial Inc | 47,347 | $3.07M | 0.00% | +4,199+9.7% | Added |
| Agf Management Ltd | 47,924 | $3.11M | 0.02% | +1,425+3.1% | Added |
| AE Wealth Management LLC | 49,793 | $3.13M | 0.02% | −5,509−10.0% | Reduced |
| Ameritas Investment Partners, Inc. | 48,283 | $3.13M | 0.11% | +48,283 | New |
| HighPoint Advisor Group LLC | 56,638 | $3.15M | 0.23% | +56,638 | New |
| Northwestern Mutual Investment Management Company, LLC | 48,649 | $3.15M | 0.08% | +48,649 | New |
| AQR Capital Management LLC | 48,702 | $3.16M | 0.01% | −19,089−28.2% | Reduced |
| Blair William & Co | 48,931 | $3.17M | 0.01% | +3,612+8.0% | Added |
| Granite Bay Wealth Management, LLC | 56,217 | $3.26M | 0.03% | −4,609−7.6% | Reduced |
| Employees Retirement System of Texas | 50,500 | $3.27M | 0.04% | −30,000−37.3% | Reduced |