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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 128,242 | $8.31M | 0.12% | −20,523−13.8% | Reduced |
| WealthPLAN Partners, LLC | 125,579 | $8.14M | 0.84% | −5,842−4.4% | Reduced |
| Amalgamated Bank | 124,702 | $8.08M | 0.06% | +104,340+512.4% | Added |
| MetLife Investment Management | 123,173 | $7.98M | 0.06% | +118,968+2,829.2% | Added |
| Carnegie Capital Asset Management, LLC | 121,454 | $7.87M | 0.27% | −10,051−7.6% | Reduced |
| Standard Life Aberdeen plc | 118,968 | $7.71M | 0.02% | +34,751+41.3% | Added |
| Crawford Investment Counsel Inc | 118,487 | $7.68M | 0.15% | +49,149+70.9% | Added |
| Verdence Capital Advisors LLC | 116,553 | $7.55M | 0.73% | +340.0% | Added |
| Stony Point Wealth Management Inc. | 116,067 | $7.52M | 3.48% | −3,063−2.6% | Reduced |
| Cetera Investment Advisers | 115,637 | $7.49M | 0.06% | +19,307+20.0% | Added |
| Treasurer of the State of North Carolina | 115,395 | $7.48M | 0.04% | +3,587+3.2% | Added |
| Rock Point Advisors, LLC | 113,752 | $7.37M | 2.24% | −3,470−3.0% | Reduced |
| State of Wisconsin Investment Board | 113,607 | $7.36M | 0.02% | −3,603−3.1% | Reduced |
| Pictet Asset Management Holding SA | 112,944 | $7.32M | 0.01% | +4,035+3.7% | Added |
| Macquarie Group Ltd | 112,806 | $7.31M | 0.01% | +32,166+39.9% | Added |
| Yousif Capital Management, LLC | 110,691 | $7.17M | 0.08% | +100,044+939.6% | Added |
| Allworth Financial LP | 108,050 | $7.00M | 0.05% | −5,680−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 107,049 | $6.94M | 0.02% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 105,704 | $6.85M | 0.02% | +2,242+2.2% | Added |
| QRG Capital Management, Inc. | 104,972 | $6.80M | 0.10% | +44,788+74.4% | Added |
| Guggenheim Capital LLC | 102,039 | $6.61M | 0.05% | −8,166−7.4% | Reduced |
| Mercer Global Advisors Inc | 99,317 | $6.44M | 0.02% | +34,077+52.2% | Added |
| MML Investors Services, LLC | 97,315 | $6.31M | 0.03% | +8,038+9.0% | Added |
| Meritage Portfolio Management | 95,932 | $6.22M | 0.41% | +68,068+244.3% | Added |
| Dupree Financial Group, LLC | 95,640 | $6.20M | 3.03% | +95,640 | New |
| Andra AP-fonden | 94,700 | $6.14M | 0.32% | +45,300+91.7% | Added |
| Hoylecohen, LLC | 93,232 | $6.04M | 0.49% | −5,559−5.6% | Reduced |
| Ensign Peak Advisors, Inc | 92,650 | $6.00M | 0.01% | −1,389−1.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,634 | $5.94M | 0.07% | −5,800−6.0% | Reduced |
| Beacon Pointe Advisors, LLC | 88,035 | $5.71M | 0.07% | +1,994+2.3% | Added |
| Nicholas Company, Inc. | 87,095 | $5.64M | 0.10% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,789 | $5.62M | 0.04% | +86,789 | New |
| Susquehanna Portfolio Strategies, LLC | 86,480 | $5.60M | 0.10% | +86,480 | New |
| Advocate Group LLC | 86,161 | $5.58M | 1.20% | +810+0.9% | Added |
| Zimmer Partners, LP | 85,700 | $5.55M | 0.20% | +85,700 | New |
| Mariner, LLC | 84,588 | $5.48M | 0.01% | +3,205+3.9% | Added |
| Sheets Smith Wealth Management | 84,032 | $5.45M | 0.77% | +475+0.6% | Added |
| Nisa Investment Advisors, LLC | 83,044 | $5.38M | 0.04% | −3,716−4.3% | Reduced |
| Van Eck Associates Corp | 80,786 | $5.24M | 0.01% | +10,561+15.0% | Added |
| Cetera Advisor Networks LLC | 80,360 | $5.21M | 0.03% | −4,020−4.8% | Reduced |
| CIBC World Markets Corp | 78,783 | $5.11M | 0.03% | +78,783 | New |
| Sequoia Financial Advisors, LLC | 78,718 | $5.10M | 0.06% | +3,142+4.2% | Added |
| SG Americas Securities, LLC | 78,350 | $5.08M | 0.06% | +71,560+1,053.9% | Added |
| Exchange Traded Concepts, LLC | 77,852 | $5.05M | 0.13% | −18,515−19.2% | Reduced |
| Thrivent Financial for Lutherans | 75,695 | $4.91M | 0.01% | +52,383+224.7% | Added |
| SOA Wealth Advisors, LLC. | 74,031 | $4.80M | 1.07% | −4,768−6.1% | Reduced |
| STRS Ohio | 73,306 | $4.75M | 0.02% | −161,920−68.8% | Reduced |
| Atria Wealth Solutions, Inc. | 71,419 | $4.64M | 0.06% | +1,215+1.7% | Added |
| Private Advisor Group, LLC | 71,263 | $4.62M | 0.04% | −10,821−13.2% | Reduced |
| Victory Capital Management Inc | 71,253 | $4.62M | 0.00% | −24,101−25.3% | Reduced |
| Korea Investment CORP | 70,449 | $4.57M | 0.01% | −5,176−6.8% | Reduced |
| USS Investment Management Ltd | 70,320 | $4.56M | 0.04% | +248+0.4% | Added |
| Creative Planning | 69,512 | $4.51M | 0.01% | +4,539+7.0% | Added |
| Private Capital Advisors, Inc. | 68,764 | $4.46M | 0.68% | −38,512−35.9% | Reduced |
| Karpas Strategies, LLC | 66,690 | $4.32M | 1.43% | −1,158−1.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 62,504 | $4.05M | 3.05% | −651−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 62,160 | $4.03M | 0.04% | +62,160 | New |
| UniSuper Management Pty Ltd | 62,000 | $4.02M | 0.04% | +100+0.2% | Added |
| Oregon Public Employees Retirement Fund | 61,750 | $4.00M | 0.07% | +61,750 | New |
| Te Ahumairangi Investment Management Ltd | 61,691 | $4.00M | 0.76% | −6,198−9.1% | Reduced |
| Louisiana State Employees Retirement System | 61,400 | $3.98M | 0.08% | +61,400 | New |
| New Insight Wealth Advisors | 60,657 | $3.93M | 2.65% | +60,657 | New |
| Simplex Trading, LLC | 59,991 | $3.89M | 0.12% | +59,991 | New |
| Arizona State Retirement System | 58,795 | $3.81M | 0.03% | +439+0.8% | Added |
| Forsta Ap-Fonden | 58,000 | $3.76M | 0.04% | −30,000−34.1% | Reduced |
| Lazard Asset Management LLC | 57,951 | $3.75M | 0.00% | +45,073+350.0% | Added |
| Illinois Municipal Retirement Fund | 57,178 | $3.71M | 0.06% | −48,716−46.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,903 | $3.62M | 0.05% | +1,129+2.1% | Added |
| Hantz Financial Services, Inc. | 54,700 | $3.54M | 0.08% | −4,082−6.9% | Reduced |
| Romano Brothers and Company | 54,615 | $3.54M | 0.53% | −550−1.0% | Reduced |
| Cozad Asset Management Inc | 54,540 | $3.53M | 0.41% | −1,524−2.7% | Reduced |
| Cohen Capital Management, Inc. | 54,535 | $3.53M | 0.67% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 54,237 | $3.52M | 1.82% | +7,768+16.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 51,268 | $3.43M | 2.25% | +9,048+21.4% | Added |
| State of Michigan Retirement System | 52,500 | $3.40M | 0.02% | +52,500 | New |
| Nissay Asset Management Corp | 52,403 | $3.40M | 0.03% | +3,873+8.0% | Added |
| AdvisorNet Financial, Inc | 51,841 | $3.36M | 0.31% | −6,954−11.8% | Reduced |
| Pensionfund DSM Netherlands | 51,800 | $3.36M | 2.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,388 | $3.33M | 0.01% | −40,515−44.1% | Reduced |
| Avantax Advisory Services, Inc. | 51,143 | $3.31M | 0.03% | −1,259−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50,975 | $3.30M | 1.23% | +5,804+12.8% | Added |
| Toronto Dominion Bank | 50,740 | $3.29M | 0.00% | −15,589−23.5% | Reduced |
| Employees Retirement System of Texas | 50,500 | $3.27M | 0.04% | −30,000−37.3% | Reduced |
| Granite Bay Wealth Management, LLC | 56,217 | $3.26M | 0.03% | −4,609−7.6% | Reduced |
| Blair William & Co | 48,931 | $3.17M | 0.01% | +3,612+8.0% | Added |
| AQR Capital Management LLC | 48,702 | $3.16M | 0.01% | −19,089−28.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,649 | $3.15M | 0.08% | +48,649 | New |
| HighPoint Advisor Group LLC | 56,638 | $3.15M | 0.23% | +56,638 | New |
| Ameritas Investment Partners, Inc. | 48,283 | $3.13M | 0.11% | +48,283 | New |
| AE Wealth Management LLC | 49,793 | $3.13M | 0.02% | −5,509−10.0% | Reduced |
| Agf Management Ltd | 47,924 | $3.11M | 0.02% | +1,425+3.1% | Added |
| Prudential Financial Inc | 47,347 | $3.07M | 0.00% | +4,199+9.7% | Added |
| Wellington Shields Capital Management, LLC | 47,264 | $3.06M | 0.38% | −2,880−5.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 46,375 | $3.01M | 2.18% | −150.0% | Reduced |
| Rench Wealth Management, Inc. | 45,471 | $2.95M | 1.24% | −1,557−3.3% | Reduced |
| DnB Asset Management AS | 45,029 | $2.92M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 44,488 | $2.88M | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 44,365 | $2.88M | 0.01% | −11,641−20.8% | Reduced |
| HighTower Advisors, LLC | 43,837 | $2.84M | 0.00% | −10,643−19.5% | Reduced |
| Colonial Trust Advisors | 43,766 | $2.84M | 0.30% | −19,181−30.5% | Reduced |