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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 50,740 | $3.29M | 0.00% | −15,589−23.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50,975 | $3.30M | 1.23% | +5,804+12.8% | Added |
| Avantax Advisory Services, Inc. | 51,143 | $3.31M | 0.03% | −1,259−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,388 | $3.33M | 0.01% | −40,515−44.1% | Reduced |
| Pensionfund DSM Netherlands | 51,800 | $3.36M | 2.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 51,841 | $3.36M | 0.31% | −6,954−11.8% | Reduced |
| Nissay Asset Management Corp | 52,403 | $3.40M | 0.03% | +3,873+8.0% | Added |
| State of Michigan Retirement System | 52,500 | $3.40M | 0.02% | +52,500 | New |
| Arkfeld Wealth Strategies, L.L.C. | 51,268 | $3.43M | 2.25% | +9,048+21.4% | Added |
| Prairiewood Capital, LLC | 54,237 | $3.52M | 1.82% | +7,768+16.7% | Added |
| Cohen Capital Management, Inc. | 54,535 | $3.53M | 0.67% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 54,540 | $3.53M | 0.41% | −1,524−2.7% | Reduced |
| Romano Brothers and Company | 54,615 | $3.54M | 0.53% | −550−1.0% | Reduced |
| Hantz Financial Services, Inc. | 54,700 | $3.54M | 0.08% | −4,082−6.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,903 | $3.62M | 0.05% | +1,129+2.1% | Added |
| Illinois Municipal Retirement Fund | 57,178 | $3.71M | 0.06% | −48,716−46.0% | Reduced |
| Lazard Asset Management LLC | 57,951 | $3.75M | 0.00% | +45,073+350.0% | Added |
| Forsta Ap-Fonden | 58,000 | $3.76M | 0.04% | −30,000−34.1% | Reduced |
| Arizona State Retirement System | 58,795 | $3.81M | 0.03% | +439+0.8% | Added |
| Simplex Trading, LLC | 59,991 | $3.89M | 0.12% | +59,991 | New |
| New Insight Wealth Advisors | 60,657 | $3.93M | 2.65% | +60,657 | New |
| Louisiana State Employees Retirement System | 61,400 | $3.98M | 0.08% | +61,400 | New |
| Te Ahumairangi Investment Management Ltd | 61,691 | $4.00M | 0.76% | −6,198−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 61,750 | $4.00M | 0.07% | +61,750 | New |
| UniSuper Management Pty Ltd | 62,000 | $4.02M | 0.04% | +100+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 62,160 | $4.03M | 0.04% | +62,160 | New |
| Armstrong, Fleming & Moore, Inc | 62,504 | $4.05M | 3.05% | −651−1.0% | Reduced |
| Karpas Strategies, LLC | 66,690 | $4.32M | 1.43% | −1,158−1.7% | Reduced |
| Private Capital Advisors, Inc. | 68,764 | $4.46M | 0.68% | −38,512−35.9% | Reduced |
| Creative Planning | 69,512 | $4.51M | 0.01% | +4,539+7.0% | Added |
| USS Investment Management Ltd | 70,320 | $4.56M | 0.04% | +248+0.4% | Added |
| Korea Investment CORP | 70,449 | $4.57M | 0.01% | −5,176−6.8% | Reduced |
| Victory Capital Management Inc | 71,253 | $4.62M | 0.00% | −24,101−25.3% | Reduced |
| Private Advisor Group, LLC | 71,263 | $4.62M | 0.04% | −10,821−13.2% | Reduced |
| Atria Wealth Solutions, Inc. | 71,419 | $4.64M | 0.06% | +1,215+1.7% | Added |
| STRS Ohio | 73,306 | $4.75M | 0.02% | −161,920−68.8% | Reduced |
| SOA Wealth Advisors, LLC. | 74,031 | $4.80M | 1.07% | −4,768−6.1% | Reduced |
| Thrivent Financial for Lutherans | 75,695 | $4.91M | 0.01% | +52,383+224.7% | Added |
| Exchange Traded Concepts, LLC | 77,852 | $5.05M | 0.13% | −18,515−19.2% | Reduced |
| SG Americas Securities, LLC | 78,350 | $5.08M | 0.06% | +71,560+1,053.9% | Added |
| Sequoia Financial Advisors, LLC | 78,718 | $5.10M | 0.06% | +3,142+4.2% | Added |
| CIBC World Markets Corp | 78,783 | $5.11M | 0.03% | +78,783 | New |
| Cetera Advisor Networks LLC | 80,360 | $5.21M | 0.03% | −4,020−4.8% | Reduced |
| Van Eck Associates Corp | 80,786 | $5.24M | 0.01% | +10,561+15.0% | Added |
| Nisa Investment Advisors, LLC | 83,044 | $5.38M | 0.04% | −3,716−4.3% | Reduced |
| Sheets Smith Wealth Management | 84,032 | $5.45M | 0.77% | +475+0.6% | Added |
| Mariner, LLC | 84,588 | $5.48M | 0.01% | +3,205+3.9% | Added |
| Zimmer Partners, LP | 85,700 | $5.55M | 0.20% | +85,700 | New |
| Advocate Group LLC | 86,161 | $5.58M | 1.20% | +810+0.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 86,480 | $5.60M | 0.10% | +86,480 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,789 | $5.62M | 0.04% | +86,789 | New |
| Nicholas Company, Inc. | 87,095 | $5.64M | 0.10% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 88,035 | $5.71M | 0.07% | +1,994+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,634 | $5.94M | 0.07% | −5,800−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 92,650 | $6.00M | 0.01% | −1,389−1.5% | Reduced |
| Hoylecohen, LLC | 93,232 | $6.04M | 0.49% | −5,559−5.6% | Reduced |
| Andra AP-fonden | 94,700 | $6.14M | 0.32% | +45,300+91.7% | Added |
| Dupree Financial Group, LLC | 95,640 | $6.20M | 3.03% | +95,640 | New |
| Meritage Portfolio Management | 95,932 | $6.22M | 0.41% | +68,068+244.3% | Added |
| MML Investors Services, LLC | 97,315 | $6.31M | 0.03% | +8,038+9.0% | Added |
| Mercer Global Advisors Inc | 99,317 | $6.44M | 0.02% | +34,077+52.2% | Added |
| Guggenheim Capital LLC | 102,039 | $6.61M | 0.05% | −8,166−7.4% | Reduced |
| QRG Capital Management, Inc. | 104,972 | $6.80M | 0.10% | +44,788+74.4% | Added |
| Royal London Asset Management Ltd | 105,704 | $6.85M | 0.02% | +2,242+2.2% | Added |
| State of New Jersey Common Pension Fund D | 107,049 | $6.94M | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 108,050 | $7.00M | 0.05% | −5,680−5.0% | Reduced |
| Yousif Capital Management, LLC | 110,691 | $7.17M | 0.08% | +100,044+939.6% | Added |
| Macquarie Group Ltd | 112,806 | $7.31M | 0.01% | +32,166+39.9% | Added |
| Pictet Asset Management Holding SA | 112,944 | $7.32M | 0.01% | +4,035+3.7% | Added |
| State of Wisconsin Investment Board | 113,607 | $7.36M | 0.02% | −3,603−3.1% | Reduced |
| Rock Point Advisors, LLC | 113,752 | $7.37M | 2.24% | −3,470−3.0% | Reduced |
| Treasurer of the State of North Carolina | 115,395 | $7.48M | 0.04% | +3,587+3.2% | Added |
| Cetera Investment Advisers | 115,637 | $7.49M | 0.06% | +19,307+20.0% | Added |
| Stony Point Wealth Management Inc. | 116,067 | $7.52M | 3.48% | −3,063−2.6% | Reduced |
| Verdence Capital Advisors LLC | 116,553 | $7.55M | 0.73% | +340.0% | Added |
| Crawford Investment Counsel Inc | 118,487 | $7.68M | 0.15% | +49,149+70.9% | Added |
| Standard Life Aberdeen plc | 118,968 | $7.71M | 0.02% | +34,751+41.3% | Added |
| Carnegie Capital Asset Management, LLC | 121,454 | $7.87M | 0.27% | −10,051−7.6% | Reduced |
| MetLife Investment Management | 123,173 | $7.98M | 0.06% | +118,968+2,829.2% | Added |
| Amalgamated Bank | 124,702 | $8.08M | 0.06% | +104,340+512.4% | Added |
| WealthPLAN Partners, LLC | 125,579 | $8.14M | 0.84% | −5,842−4.4% | Reduced |
| Cetera Advisors LLC | 128,242 | $8.31M | 0.12% | −20,523−13.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 129,253 | $8.38M | 0.01% | −13,026−9.2% | Reduced |
| Susquehanna International Group, LLP | 130,736 | $8.47M | 0.01% | −377,594−74.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 131,476 | $8.52M | 0.03% | +51,320+64.0% | Added |
| Sonora Investment Management Group, LLC | 134,792 | $8.74M | 0.71% | +13,897+11.5% | Added |
| Mutual of America Capital Management LLC | 135,023 | $8.75M | 0.10% | +135,023 | New |
| DekaBank Deutsche Girozentrale | 138,200 | $9.00M | 0.02% | +50,470+57.5% | Added |
| Handelsbanken Fonder AB | 139,094 | $9.02M | 0.04% | +6,921+5.2% | Added |
| Cullen/Frost Bankers, Inc. | 140,454 | $9.10M | 0.14% | +2,367+1.7% | Added |
| New York State Common Retirement Fund | 142,772 | $9.25M | 0.01% | −18,367−11.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 144,810 | $9.39M | 0.02% | +3,133+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 146,274 | $9.48M | 0.03% | −781−0.5% | Reduced |
| Davenport & Co LLC | 150,210 | $9.74M | 0.07% | −6,030−3.9% | Reduced |
| Price T Rowe Associates Inc | 151,796 | $9.84M | 0.00% | +16,941+12.6% | Added |
| Foundry Partners, LLC | 153,834 | $9.97M | 0.60% | −19,635−11.3% | Reduced |
| WealthPlan Investment Management, LLC | 154,911 | $10.0M | 1.61% | −3,851−2.4% | Reduced |
| Janney Montgomery Scott LLC | 167,658 | $10.9M | 0.04% | +15,959+10.5% | Added |
| Schonfeld Strategic Advisors LLC | 168,080 | $10.9M | 0.09% | −384,853−69.6% | Reduced |
| State of Alaska, Department of Revenue | 168,907 | $10.9M | 0.13% | +14,404+9.3% | Added |