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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 16,208 | $1.05M | 0.01% | −66−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 16,580 | $1.05M | 0.06% | +194+1.2% | Added |
| Colonial Trust Co | 16,077 | $1.04M | 0.22% | −6,129−27.6% | Reduced |
| Alpha Omega Wealth Management LLC | 16,043 | $1.04M | 0.17% | −54−0.3% | Reduced |
| Atria Investments LLC | 15,983 | $1.04M | 0.02% | −7,838−32.9% | Reduced |
| Naviter Wealth, LLC | 15,425 | $1.01M | 0.20% | +1,752+12.8% | Added |
| Cerity Partners LLC | 15,420 | $999.5K | 0.00% | +1,555+11.2% | Added |
| Crossmark Global Holdings, Inc. | 15,105 | $979.0K | 0.02% | +15,105 | New |
| DoubleLine ETF Adviser LP | 15,047 | $975.2K | 0.28% | +15,047 | New |
| Steward Partners Investment Advisory, LLC | 15,046 | $975.1K | 0.01% | −2,610−14.8% | Reduced |
| Texas Yale Capital Corp. | 14,891 | $965.1K | 0.05% | −394−2.6% | Reduced |
| Principal Securities, Inc. | 14,680 | $951.4K | 0.04% | +14,680 | New |
| Rockefeller Capital Management L.P. | 14,580 | $944.9K | 0.00% | +198+1.4% | Added |
| HBK Sorce Advisory LLC | 14,529 | $941.6K | 0.04% | +8,018+123.1% | Added |
| Independent Financial Group, LLC | 14,370 | $931.3K | 0.05% | −4,420−23.5% | Reduced |
| RMB Capital Management, LLC | 14,369 | $931.2K | 0.03% | +60.0% | Added |
| National Asset Management, Inc. | 14,046 | $922.5K | 0.02% | −2,058−12.8% | Reduced |
| Natixis Advisors, L.P. | 14,218 | $921.0K | 0.00% | +14,218 | New |
| Nordea Investment Management AB | 14,017 | $912.8K | 0.00% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 14,045 | $910.3K | 0.33% | −5,535−28.3% | Reduced |
| Client 1st Advisory Group, LLC | 13,783 | $893.3K | 0.43% | −240−1.7% | Reduced |
| C2C Wealth Management, LLC | 13,463 | $884.3K | 0.75% | −1,600−10.6% | Reduced |
| Prudential PLC | 13,558 | $878.7K | 0.01% | +4,329+46.9% | Added |
| Ashton Thomas Private Wealth, LLC | 13,507 | $875.4K | 0.06% | +13,507 | New |
| Penserra Capital Management LLC | 13,517 | $875.0K | 0.02% | +3,816+39.3% | Added |
| Alaska Permanent Fund Corp | 13,465 | $872.7K | 0.01% | −11,729−46.6% | Reduced |
| Aurora Private Wealth, Inc. | 13,462 | $872.0K | 0.82% | +135+1.0% | Added |
| Vista Investment Management | 13,448 | $871.6K | 0.40% | +121+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 13,408 | $869.0K | 0.04% | −4,362−24.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $859.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,967 | $851.6K | 0.01% | +12,967 | New |
| Royal Fund Management, LLC | 13,085 | $848.1K | 0.11% | +1,057+8.8% | Added |
| Lockheed Martin Investment Management Co | 11,875 | $841.2K | 0.06% | −3,200−21.2% | Reduced |
| Samalin Investment Counsel, LLC | 12,965 | $840.3K | 0.42% | +2,223+20.7% | Added |
| SageView Advisory Group, LLC | 13,461 | $839.3K | 0.04% | +3,967+41.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,884 | $835.0K | 0.00% | +1,558+13.8% | Added |
| Heirloom Wealth Management | 12,541 | $812.8K | 0.31% | −34−0.3% | Reduced |
| Global Retirement Partners, LLC | 12,127 | $812.6K | 0.03% | −2,048−14.4% | Reduced |
| Advisory Services Network, LLC | 12,436 | $805.9K | 0.02% | −1,697−12.0% | Reduced |
| Ossiam | 12,333 | $799.3K | 0.01% | +933+8.2% | Added |
| Howe & Rusling Inc | 11,899 | $771.2K | 0.08% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 11,619 | $753.0K | 0.02% | +5,139+79.3% | Added |
| J.W. Cole Advisors, Inc. | 11,503 | $745.5K | 0.04% | −1,430−11.1% | Reduced |
| ProShare Advisors LLC | 11,502 | $745.4K | 0.00% | +11,502 | New |
| Adams Wealth Management | 11,308 | $732.8K | 0.22% | −526−4.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,277 | $730.9K | 0.00% | −1,281−10.2% | Reduced |
| LGT Financial Advisors LLC | 11,241 | $728.5K | 0.89% | −3,958−26.0% | Reduced |
| Raymond James Trust N.A. | 11,168 | $723.8K | 0.02% | −2,059−15.6% | Reduced |
| Peddock Capital Advisors, LLC | 11,163 | $723.5K | 0.22% | −256−2.2% | Reduced |
| Flagship Private Wealth, LLC | 11,150 | $722.6K | 0.56% | −596−5.1% | Reduced |
| Cooper Financial Group | 11,106 | $719.8K | 0.13% | −467−4.0% | Reduced |
| Concurrent Investment Advisors, LLC | 10,961 | $710.4K | 0.03% | +10,961 | New |
| Pathstone Holdings, LLC | 10,811 | $709.5K | 0.00% | +10,811 | New |
| Independent Advisor Alliance | 10,940 | $709.0K | 0.03% | −4,291−28.2% | Reduced |
| Swiss Life Asset Management Ltd | 10,921 | $708.9K | 0.01% | +10,921 | New |
| Highlander Capital Management, LLC | 10,825 | $701.6K | 0.25% | 00.0% | Unchanged |
| Commerce Bank | 10,692 | $692.9K | 0.00% | −9,029−45.8% | Reduced |
| Diligent Investors, LLC | 10,674 | $691.8K | 0.19% | −914−7.9% | Reduced |
| Norinchukin Bank, The | 10,610 | $687.6K | 0.02% | −177−1.6% | Reduced |
| FLC Capital Advisors | 10,550 | $683.7K | 0.18% | −2,882−21.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $674.0K | 0.18% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,371 | $672.1K | 0.03% | −6,442−38.3% | Reduced |
| Arkadios Wealth Advisors | 10,278 | $666.1K | 0.06% | +10,278 | New |
| Coldstream Capital Management Inc | 10,250 | $664.3K | 0.02% | +463+4.7% | Added |
| Arbor Capital Management Inc | 10,161 | $655.8K | 0.49% | −90−0.9% | Reduced |
| Liberty One Investment Management, LLC | 10,087 | $653.8K | 0.08% | −434−4.1% | Reduced |
| Wambolt & Associates, LLC | 9,894 | $641.3K | 0.21% | −757−7.1% | Reduced |
| Hudson Portfolio Management LLC | 9,882 | $640.5K | 0.69% | −725−6.8% | Reduced |
| Walden Wealth Partners LLC | 9,851 | $638.4K | 0.40% | +9,851 | New |
| Oppenheimer & Co Inc | 9,755 | $632.2K | 0.01% | +517+5.6% | Added |
| Accel Wealth Management | 9,728 | $630.5K | 0.32% | −17−0.2% | Reduced |
| MKT Advisors LLC | 9,683 | $627.9K | 0.41% | −1,424−12.8% | Reduced |
| Pinnacle Financial Partners Inc | 9,683 | $627.6K | 0.01% | +33+0.3% | Added |
| First National Trust Co | 9,628 | $624.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,593 | $621.7K | 0.01% | +3,124+48.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $619.6K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 9,511 | $616.0K | 0.09% | +5,719+150.8% | Added |
| Mesirow Financial Investment Management, Inc. | 9,467 | $613.6K | 0.02% | +9,467 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,428 | $611.0K | 0.44% | +1,978+26.6% | Added |
| Shell Asset Management Co | 9,389 | $609.0K | 0.03% | −2,449−20.7% | Reduced |
| GWM Advisors LLC | 9,303 | $603.9K | 0.01% | +719+8.4% | Added |
| Shelton Capital Management | 9,221 | $597.6K | 0.02% | +9,221 | New |
| Family Legacy, Inc. | 9,176 | $594.7K | 0.23% | +246+2.8% | Added |
| Assetmark, Inc | 9,122 | $591.2K | 0.00% | +1,273+16.2% | Added |
| Herold Advisors, Inc. | 9,018 | $584.5K | 0.16% | −19,219−68.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,965 | $581.0K | 0.11% | +736+8.9% | Added |
| Northwestern Mutual Wealth Management Co | 8,948 | $580.0K | 0.00% | −165−1.8% | Reduced |
| Wellington Shields & Co., LLC | 8,930 | $578.8K | 0.21% | −828−8.5% | Reduced |
| Lincoln National Corp | 8,907 | $577.2K | 0.01% | −1,465−14.1% | Reduced |
| Clear Creek Financial Management, LLC | 8,905 | $577.2K | 0.09% | −1,747−16.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 8,875 | $575.0K | 0.15% | −1,200−11.9% | Reduced |
| Mackenzie Financial Corp | 8,679 | $562.5K | 0.00% | −10,708−55.2% | Reduced |
| Old Port Advisors | 8,637 | $559.8K | 0.19% | −2,173−20.1% | Reduced |
| Oppenheimer Asset Management Inc. | 8,573 | $555.6K | 0.01% | +3,653+74.2% | Added |
| Insight Wealth Partners, LLC | 8,512 | $551.7K | 0.42% | −730−7.9% | Reduced |
| Per Stirling Capital Management, LLC. | 8,498 | $550.7K | 0.10% | +137+1.6% | Added |
| Candriam Luxembourg S.C.A. | 8,490 | $550.3K | 0.00% | −1,873−18.1% | Reduced |
| Centaurus Financial, Inc. | 8,488 | $550.0K | 0.04% | −261−3.0% | Reduced |
| RK Capital Management, LLC | 8,400 | $544.4K | 0.25% | +8,400 | New |
| Resources Investment Advisors, LLC. | 8,387 | $543.6K | 0.01% | +937+12.6% | Added |