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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 43,457 | $2.82M | 0.01% | −8,951−17.1% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.81M | 0.11% | +43,400 | New |
| Capital Square, LLC | 42,424 | $2.75M | 3.11% | −2,058−4.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 39,910 | $2.63M | 0.47% | −12,240−23.5% | Reduced |
| Pensionfund Sabic | 40,304 | $2.61M | 0.82% | +2,000+5.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 39,845 | $2.58M | 0.01% | +507+1.3% | Added |
| 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 |
| Voya Investment Management LLC | 38,578 | $2.50M | 0.00% | −99,979−72.2% | Reduced |
| Vident Advisory, LLC | 38,238 | $2.48M | 0.06% | −237−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 37,999 | $2.46M | 0.00% | +2,104+5.9% | Added |
| Neuberger Berman Group LLC | 36,819 | $2.39M | 0.00% | −34,367−48.3% | Reduced |
| Ostrum Asset Management | 36,693 | $2.38M | 0.21% | +8,563+30.4% | Added |
| Utah Retirement Systems | 36,676 | $2.38M | 0.03% | +200+0.5% | Added |
| Clear Street Markets LLC | 36,398 | $2.36M | 0.95% | +32,298+787.8% | Added |
| Bank of Montreal | 34,586 | $2.27M | 0.00% | −936,410−96.4% | Reduced |
| US Bancorp | 34,959 | $2.27M | 0.00% | +1,586+4.8% | Added |
| Gradient Capital Advisors, LLC | 34,180 | $2.22M | 0.84% | +199+0.6% | Added |
| AXA S.A. | 33,707 | $2.18M | 0.01% | +2,632+8.5% | Added |
| Weaver Consulting Group | 33,643 | $2.18M | 0.89% | −1,304−3.7% | Reduced |
| HBW Advisory Services LLC | 33,383 | $2.16M | 0.41% | −310−0.9% | Reduced |
| Mirabella Financial Services LLP | 33,276 | $2.16M | 0.31% | +33,276 | New |
| Tower Research Capital LLC (TRC) | 33,168 | $2.15M | 0.03% | +16,052+93.8% | Added |
| Investmark Advisory Group LLC | 32,747 | $2.12M | 1.24% | −275−0.8% | Reduced |
| TD Asset Management Inc | 32,695 | $2.12M | 0.00% | +4,082+14.3% | Added |
| Wealthfront Advisers LLC | 32,409 | $2.10M | 0.01% | −1,776−5.2% | Reduced |
| Swedbank AB | 32,019 | $2.08M | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 32,012 | $2.07M | 0.79% | −2,271−6.6% | Reduced |
| Presima Inc. | 31,236 | $2.02M | 0.46% | −3,080−9.0% | Reduced |
| M&T Bank Corp | 31,191 | $2.02M | 0.01% | +825+2.7% | Added |
| Excalibur Management Corp | 30,755 | $2.02M | 0.95% | +613+2.0% | Added |
| Pictet & Cie (Europe) SA | 30,645 | $1.99M | 0.06% | −226−0.7% | Reduced |
| Paradiem, LLC | 29,717 | $1.93M | 0.54% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 29,656 | $1.92M | 0.01% | −2,100−6.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 28,940 | $1.88M | 0.00% | −48,670−62.7% | Reduced |
| TFG Advisers LLC | 28,646 | $1.86M | 0.78% | −4,729−14.2% | Reduced |
| Hilltop Partners LLC | 28,536 | $1.85M | 0.73% | −1,815−6.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 27,610 | $1.79M | 0.46% | +1,739+6.7% | Added |
| CWM Advisors, LLC | 27,497 | $1.78M | 0.20% | −1,678−5.8% | Reduced |
| Captrust Financial Advisors | 27,474 | $1.78M | 0.01% | +2,521+10.1% | Added |
| Wellington Management Group LLP | 27,474 | $1.78M | 0.00% | −9,720−26.1% | Reduced |
| Stifel Financial Corp | 27,446 | $1.78M | 0.00% | −73,069−72.7% | Reduced |
| Wealthcare Advisory Partners LLC | 27,359 | $1.77M | 0.07% | −2,151−7.3% | Reduced |
| Spirit of America Management Corp | 27,200 | $1.76M | 0.39% | −1,750−6.0% | Reduced |
| Moors & Cabot, Inc. | 27,091 | $1.76M | 0.11% | −669−2.4% | Reduced |
| 1832 Asset Management L.P. | 26,949 | $1.75M | 0.00% | −1,347−4.8% | Reduced |
| Xponance, Inc. | 26,598 | $1.72M | 0.02% | +18,450+226.4% | Added |
| Lakeview Capital Partners, LLC | 26,227 | $1.70M | 0.30% | −307−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 25,651 | $1.66M | 0.03% | −3,144−10.9% | Reduced |
| Mutual Advisors, LLC | 25,614 | $1.66M | 0.06% | −3,621−12.4% | Reduced |
| Associated Banc-Corp | 24,800 | $1.61M | 0.06% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 24,716 | $1.60M | 0.20% | +5,438+28.2% | Added |
| British Columbia Investment Management Corp | 24,628 | $1.60M | 0.01% | +5,330+27.6% | Added |
| South Dakota Investment Council | 24,234 | $1.57M | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 23,961 | $1.55M | 0.02% | +10,699+80.7% | Added |
| Versor Investments LP | 23,892 | $1.55M | 0.32% | +11,100+86.8% | Added |
| Richard P Slaughter Associates Inc | 23,667 | $1.53M | 0.38% | +2,128+9.9% | Added |
| JustInvest LLC | 23,573 | $1.53M | 0.04% | +8,870+60.3% | Added |
| Federated Hermes, Inc. | 23,401 | $1.52M | 0.00% | +23,401 | New |
| Horan Capital Advisors, LLC. | 23,390 | $1.52M | 0.56% | −936−3.8% | Reduced |
| Ethic Inc. | 22,981 | $1.49M | 0.04% | +11,497+100.1% | Added |
| Gamco Investors, Inc. Et Al | 22,600 | $1.46M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 22,329 | $1.45M | 0.01% | +9,625+75.8% | Added |
| Adams Asset Advisors, LLC | 22,273 | $1.44M | 0.19% | +424+1.9% | Added |
| Wealthstar Advisors, LLC | 21,832 | $1.41M | 0.53% | −3,210−12.8% | Reduced |
| Citadel Advisors LLC | 21,233 | $1.38M | 0.00% | −221,637−91.3% | Reduced |
| CWM, LLC | 21,219 | $1.38M | 0.01% | −3,845−15.3% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.37M | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21,039 | $1.36M | 0.62% | −10,112−32.5% | Reduced |
| Public Sector Pension Investment Board | 20,801 | $1.35M | 0.01% | +190+0.9% | Added |
| Jeppson Wealth Management, LLC | 20,800 | $1.35M | 0.56% | −267−1.3% | Reduced |
| WCG Wealth Advisors LLC | 20,798 | $1.35M | 0.10% | −1,823−8.1% | Reduced |
| Arete Wealth Advisors, LLC | 20,779 | $1.35M | 0.10% | −1,190−5.4% | Reduced |
| Erste Asset Management GmbH | 20,200 | $1.33M | 0.02% | +5,800+40.3% | Added |
| RB Capital Management, LLC | 20,166 | $1.31M | 0.38% | −1,536−7.1% | Reduced |
| KBC Group NV | 20,142 | $1.30M | 0.00% | +6,628+49.0% | Added |
| Horizon Kinetics Asset Management LLC | 19,800 | $1.28M | 0.03% | +4,000+25.3% | Added |
| M Holdings Securities, Inc. | 19,323 | $1.25M | 0.14% | −831−4.1% | Reduced |
| Janus Henderson Group PLC | 19,202 | $1.24M | 0.00% | −138−0.7% | Reduced |
| Centersquare Investment Management LLC | 19,029 | $1.23M | 0.01% | −110,160−85.3% | Reduced |
| Dynamic Advisor Solutions LLC | 18,836 | $1.22M | 0.05% | −756−3.9% | Reduced |
| Elo Mutual Pension Insurance Co | 18,677 | $1.21M | 0.03% | +756+4.2% | Added |
| Securian Asset Management, Inc | 18,454 | $1.20M | 0.03% | +18,454 | New |
| O'Shaughnessy Asset Management, LLC | 18,430 | $1.19M | 0.02% | −12,389−40.2% | Reduced |
| Geneos Wealth Management Inc. | 17,998 | $1.17M | 0.06% | −6,899−27.7% | Reduced |
| Metis Global Partners, LLC | 17,954 | $1.16M | 0.05% | +1,433+8.7% | Added |
| Cornerstone Wealth Management, LLC | 17,857 | $1.16M | 0.10% | +3,643+25.6% | Added |
| Gulf International Bank (UK) Ltd | 17,738 | $1.15M | 0.03% | −2,049−10.4% | Reduced |
| Paradigm Financial Partners, LLC | 17,703 | $1.15M | 0.28% | +12+0.1% | Added |
| Apollon Wealth Management, LLC | 17,504 | $1.13M | 0.04% | +255+1.5% | Added |
| Harbor Investment Advisory, LLC | 17,124 | $1.11M | 0.13% | −2,868−14.3% | Reduced |
| Belpointe Asset Management LLC | 17,031 | $1.10M | 0.10% | +1,111+7.0% | Added |
| Stratos Wealth Partners, LTD. | 16,925 | $1.10M | 0.02% | −1,758−9.4% | Reduced |
| SRS Capital Advisors, Inc. | 16,922 | $1.10M | 0.12% | +191+1.1% | Added |
| Schroder Investment Management Group | 16,834 | $1.09M | 0.00% | −593−3.4% | Reduced |
| Bank of Nova Scotia | 16,729 | $1.08M | 0.00% | +5,195+45.0% | Added |
| Warren Averett Asset Management, LLC | 16,725 | $1.08M | 0.04% | −1,209−6.7% | Reduced |
| Founders Financial Alliance, LLC | 16,555 | $1.07M | 0.42% | −271−1.6% | Reduced |
| Lecap Asset Management Ltd | 16,464 | $1.07M | 0.39% | +16,464 | New |
| Maryland State Retirement & Pension System | 16,211 | $1.05M | 0.02% | 00.0% | Unchanged |