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 |
|---|---|---|---|---|---|
| Madden Securities Corp | 8,330 | $539.9K | 0.29% | +315+3.9% | Added |
| Kingswood Wealth Advisors, LLC | 8,285 | $537.0K | 0.06% | +8,285 | New |
| Perigon Wealth Management, LLC | 8,078 | $523.5K | 0.02% | −4,601−36.3% | Reduced |
| Austin Private Wealth, LLC | 8,007 | $518.9K | 0.07% | +122+1.5% | Added |
| CIC Wealth, LLC | 8,003 | $518.7K | 0.16% | −490−5.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,887 | $517.9K | 0.03% | −10,608−57.4% | Reduced |
| D.A. Davidson & Co. | 7,937 | $514.4K | 0.01% | −1,801−18.5% | Reduced |
| Fifth Third Bancorp | 7,926 | $513.7K | 0.00% | +2,545+47.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,922 | $513.5K | 0.51% | +1,318+20.0% | Added |
| Optimum Investment Advisors | 7,907 | $512.5K | 0.26% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 7,800 | $505.5K | 0.02% | −500−6.0% | Reduced |
| AXS Investments LLC | 7,771 | $503.6K | 0.12% | −7,000−47.4% | Reduced |
| Baird Financial Group, Inc. | 7,605 | $492.9K | 0.00% | −21,507−73.9% | Reduced |
| La Banque Postale Asset Management SA | 7,565 | $490.3K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,563 | $490.2K | 0.00% | −2,433−24.3% | Reduced |
| Kaizen Financial Strategies | 7,496 | $485.8K | 0.37% | −153−2.0% | Reduced |
| Western Wealth Management, LLC | 7,495 | $485.8K | 0.04% | +752+11.2% | Added |
| Wetherby Asset Management Inc | 7,448 | $482.7K | 0.03% | −299−3.9% | Reduced |
| Kovack Advisors, Inc. | 7,424 | $481.1K | 0.06% | −6,458−46.5% | Reduced |
| Axxcess Wealth Management, LLC | 7,375 | $478.0K | 0.01% | −556−7.0% | Reduced |
| Capital Investment Advisory Services, LLC | 7,358 | $476.9K | 0.04% | −323−4.2% | Reduced |
| TownSquare Capital, LLC | 7,342 | $475.8K | 0.01% | −3,542−32.5% | Reduced |
| Signaturefd, LLC | 7,341 | $475.8K | 0.01% | +2,899+65.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,291 | $472.5K | 0.12% | −223−3.0% | Reduced |
| Philadelphia Trust Co | 7,290 | $472.0K | 0.04% | 00.0% | Unchanged |
| Burney Co | 7,239 | $469.1K | 0.02% | −1,365−15.9% | Reduced |
| We Are One Seven, LLC | 7,226 | $468.3K | 0.03% | −964−11.8% | Reduced |
| Equitable Holdings, Inc. | 7,221 | $468.0K | 0.01% | −1,349−15.7% | Reduced |
| E. Ohman J:or Asset Management AB | 7,200 | $466.6K | 0.02% | −1,800−20.0% | Reduced |
| NBC Securities, Inc. | 7,160 | $464.0K | 0.05% | −439−5.8% | Reduced |
| CIBC Asset Management Inc | 7,105 | $460.5K | 0.00% | −90,231−92.7% | Reduced |
| Buckingham Strategic Partners | 7,012 | $454.5K | 0.02% | +2,692+62.3% | Added |
| Ballentine Partners, LLC | 6,965 | $451.4K | 0.01% | +6,965 | New |
| Dudley Capital Management, LLC | 6,900 | $447.2K | 0.29% | −225−3.2% | Reduced |
| Sawyer & Company, Inc | 6,895 | $447.0K | 0.20% | −580−7.8% | Reduced |
| Quadcap Wealth Management, LLC | 6,845 | $443.6K | 0.11% | +6,845 | New |
| Virtue Capital Management, LLC | 6,833 | $442.2K | 0.09% | −1,358−16.6% | Reduced |
| Fisher Asset Management, LLC | 6,811 | $441.4K | 0.00% | +209+3.2% | Added |
| Crestwood Advisors Group LLC | 6,768 | $438.6K | 0.01% | −379−5.3% | Reduced |
| First City Capital Management, Inc. | 6,763 | $438.3K | 0.25% | −2,627−28.0% | Reduced |
| Metropolitan Life Insurance Co | 6,695 | $433.9K | 0.02% | +125+1.9% | Added |
| Glenmede Trust Co NA | 6,683 | $433.1K | 0.00% | −10−0.1% | Reduced |
| Empower Advisory Group, LLC | 6,673 | $432.5K | 0.00% | −726−9.8% | Reduced |
| Private Trust Co NA | 6,642 | $430.5K | 0.05% | −6,760−50.4% | Reduced |
| Marshall Wace, LLP | 6,600 | $427.7K | 0.00% | −169,794−96.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,566 | $426.0K | 0.01% | +346+5.6% | Added |
| Berger Financial Group, Inc | 6,564 | $425.4K | 0.04% | −965−12.8% | Reduced |
| Stephens Inc | 6,539 | $423.8K | 0.01% | −6,769−50.9% | Reduced |
| Viawealth, LLC | 6,529 | $423.2K | 0.29% | +1,006+18.2% | Added |
| Concord Wealth Partners | 6,447 | $417.8K | 0.08% | −1,365−17.5% | Reduced |
| Inspire Advisors, LLC | 6,422 | $416.2K | 0.06% | −73−1.1% | Reduced |
| Avion Wealth | 6,395 | $414.0K | 0.12% | −10.0% | Reduced |
| APG Asset Management N.V. | 7,047 | $413.4K | 0.00% | −210−2.9% | Reduced |
| International Assets Investment Management, LLC | 6,328 | $410.1K | 0.05% | +30+0.5% | Added |
| 360 Financial, Inc. | 6,300 | $408.3K | 0.18% | −852−11.9% | Reduced |
| Perennial Investment Advisors, LLC | 6,285 | $407.3K | 0.07% | +471+8.1% | Added |
| Archer Investment Corp | 6,268 | $406.2K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 6,226 | $403.5K | 0.01% | +783+14.4% | Added |
| Park Avenue Securities LLC | 6,203 | $402.0K | 0.01% | +1,544+33.1% | Added |
| Argent Trust Co | 6,152 | $398.7K | 0.02% | −16,001−72.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,149 | $398.5K | 0.07% | −287−4.5% | Reduced |
| Woodward Diversified Capital, LLC | 6,117 | $396.4K | 0.25% | −34−0.6% | Reduced |
| Campbell Wealth Management | 6,073 | $394.0K | 0.05% | −1,783−22.7% | Reduced |
| Profund Advisors LLC | 6,064 | $393.0K | 0.02% | +6,064 | New |
| Gilbert & Cook, Inc. | 6,058 | $392.6K | 0.06% | +314+5.5% | Added |
| Sigma Planning Corp | 6,031 | $390.9K | 0.03% | −7,877−56.6% | Reduced |
| True North Advisors, LLC | 5,939 | $384.9K | 0.10% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,932 | $384.5K | 0.04% | +104+1.8% | Added |
| Capital Investment Advisors, LLC | 5,872 | $380.6K | 0.01% | −682−10.4% | Reduced |
| Widmann Financial Services, Inc. | 5,860 | $379.8K | 0.34% | 00.0% | Unchanged |
| Fiera Capital Corp | 5,831 | $377.9K | 0.00% | −6,880−54.1% | Reduced |
| SWP Financial LLC | 5,824 | $377.5K | 0.29% | +5,824 | New |
| Ignite Planners, LLC | 5,730 | $377.1K | 0.11% | −363−6.0% | Reduced |
| Symphony Financial, Ltd. Co. | 5,571 | $373.3K | 0.08% | +45+0.8% | Added |
| Joel Isaacson & Co., LLC | 5,731 | $371.4K | 0.02% | −26−0.5% | Reduced |
| Cullen Capital Management LLC | 5,723 | $370.9K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 5,717 | $370.5K | 0.00% | +5,717 | New |
| Alberta Investment Management Corp | 5,700 | $369.4K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,657 | $367.0K | 0.01% | −9,910−63.7% | Reduced |
| Allen Capital Group, LLC | 5,659 | $366.8K | 0.06% | −545−8.8% | Reduced |
| Jackson Wealth Management, LLC | 5,633 | $365.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,558 | $360.2K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,555 | $360.0K | 0.01% | +117+2.2% | Added |
| Evergreen Capital Management LLC | 5,428 | $356.6K | 0.01% | +5,428 | New |
| MAI Capital Management | 5,501 | $356.5K | 0.00% | −111−2.0% | Reduced |
| Intrua Financial, LLC | 5,467 | $354.3K | 0.06% | −692−11.2% | Reduced |
| Tritonpoint Wealth, LLC | 5,358 | $351.9K | 0.03% | +5,358 | New |
| Daymark Wealth Partners, LLC | 5,427 | $351.7K | 0.02% | −1,350−19.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,400 | $350.0K | 0.02% | −59,626−91.7% | Reduced |
| Valeo Financial Advisors, LLC | 5,386 | $349.1K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,368 | $347.9K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 5,367 | $347.8K | 0.06% | +829+18.3% | Added |
| Octavia Wealth Advisors, LLC | 5,297 | $347.8K | 0.06% | −3,661−40.9% | Reduced |
| LexAurum Advisors, LLC | 5,324 | $345.0K | 0.09% | −622−10.5% | Reduced |
| Carret Asset Management, LLC | 5,323 | $345.0K | 0.04% | −10.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,269 | $341.5K | 0.05% | −416−7.3% | Reduced |
| Basepoint Wealth LLC | 5,264 | $341.2K | 0.27% | +102+2.0% | Added |
| Integrated Advisors Network LLC | 5,248 | $340.1K | 0.02% | +5,248 | New |
| H&H Retirement Design & Management INC | 5,494 | $337.1K | 0.21% | +102+1.9% | Added |
| Cherry Tree Wealth Management, LLC | 5,187 | $336.2K | 0.09% | 00.0% | Unchanged |