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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −18,462−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,158−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −13,889−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,845−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,839−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −13,645−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −11,451−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Rainsberger Wealth Advisors, Inc. | 0 | $0 | 0.00% | −10,482−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −9,245−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −9,044−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,374−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,299−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Harrell Investment Partners, LLC | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −6,063−100.0% | Sold out |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −5,834−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Herbst Group, LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −4,378−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Vishria Bird Financial Group, LLC | 0 | $0 | 0.00% | −4,240−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −3,735−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |