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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 5,171 | $335.1K | 0.15% | +290+5.9% | Added |
| Columbia Asset Management | 5,125 | $332.0K | 0.07% | −1,105−17.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,121 | $331.9K | 0.04% | +63+1.2% | Added |
| Sound Income Strategies, LLC | 5,095 | $330.2K | 0.03% | −381−7.0% | Reduced |
| Prosperitas Financial LLC | 5,055 | $327.6K | 0.24% | +62+1.2% | Added |
| Barlow Wealth Partners, Inc. | 5,049 | $327.2K | 0.05% | +5,049 | New |
| EP Wealth Advisors, LLC | 5,048 | $327.2K | 0.00% | −636−11.2% | Reduced |
| Summit Wealth Group, LLC | 5,047 | $327.0K | 0.26% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 5,029 | $325.9K | 0.01% | +5,029 | New |
| Procyon Private Wealth Partners, LLC | 4,954 | $321.1K | 0.03% | −1,875−27.5% | Reduced |
| DFPG Investments, LLC | 4,938 | $318.7K | 0.02% | −411−7.7% | Reduced |
| Kathmere Capital Management, LLC | 4,907 | $318.0K | 0.04% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 4,825 | $312.7K | 0.30% | −90−1.8% | Reduced |
| Round Rock Advisors, LLC | 4,814 | $312.0K | 0.08% | +242+5.3% | Added |
| Degroof Petercam Asset Management | 4,800 | $311.1K | 0.00% | +4,800 | New |
| Insight 2811, Inc. | 4,798 | $311.0K | 0.17% | −1,098−18.6% | Reduced |
| Raleigh Capital Management Inc. | 4,782 | $309.9K | 0.14% | −271−5.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,743 | $307.4K | 0.04% | −286−5.7% | Reduced |
| Kingsview Wealth Management, LLC | 4,742 | $307.3K | 0.01% | −447−8.6% | Reduced |
| Colony Group, LLC | 4,735 | $307.0K | 0.00% | +4,735 | New |
| Gateway Investment Advisers LLC | 4,709 | $305.2K | 0.00% | −34,355−87.9% | Reduced |
| DF Dent & Co Inc | 4,699 | $304.5K | 0.00% | −647−12.1% | Reduced |
| BancorpSouth Bank | 4,633 | $300.3K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,519 | $293.0K | 0.02% | +4,519 | New |
| Dividend Assets Capital, LLC | 4,500 | $292.0K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,503 | $291.9K | 0.02% | +4,503 | New |
| Vestcor Inc | 4,495 | $291.0K | 0.01% | −35−0.8% | Reduced |
| Mach-1 Financial Group, Inc. | 4,480 | $290.3K | 0.11% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,468 | $289.6K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,464 | $289.3K | 0.02% | −77−1.7% | Reduced |
| RFG Advisory, LLC | 4,458 | $288.9K | 0.01% | −1,340−23.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,448 | $288.3K | 0.00% | −720−13.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,380 | $283.9K | 0.01% | −12−0.3% | Reduced |
| L.M. Kohn & Company | 4,361 | $282.6K | 0.09% | +300+7.4% | Added |
| MV Capital Management, Inc. | 4,289 | $278.0K | 0.04% | −794−15.6% | Reduced |
| Lido Advisors, LLC | 4,232 | $277.9K | 0.00% | −452−9.6% | Reduced |
| Garrison Asset Management, LLC | 4,250 | $275.4K | 0.15% | +4+0.1% | Added |
| Philip James Wealth Mangement, LLC | 4,232 | $274.3K | 0.21% | +4,232 | New |
| Telos Capital Management, Inc. | 4,230 | $274.1K | 0.03% | +4,230 | New |
| Larson Financial Group LLC | 4,213 | $273.0K | 0.02% | +257+6.5% | Added |
| Wedbush Securities Inc | 4,183 | $271.0K | 0.01% | −248−5.6% | Reduced |
| Guyasuta Investment Advisors Inc | 4,180 | $270.9K | 0.02% | −2,555−37.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $268.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,086 | $265.0K | 0.11% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,083 | $265.0K | 0.02% | +4,083 | New |
| HM Payson & Co | 4,086 | $264.8K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,083 | $264.6K | 0.12% | +4,083 | New |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $264.6K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 4,022 | $264.1K | 0.02% | +250+6.6% | Added |
| Kowal Investment Group, LLC | 4,071 | $263.8K | 0.06% | −1,138−21.8% | Reduced |
| Aspire Wealth Management Corp | 4,048 | $262.4K | 0.18% | +43+1.1% | Added |
| Wolverine Asset Management LLC | 4,039 | $261.8K | 0.00% | −51,317−92.7% | Reduced |
| Napa Wealth Management | 4,022 | $260.7K | 0.14% | +4,022 | New |
| Clearview Wealth Advisors LLC | 3,979 | $257.9K | 0.30% | −74−1.8% | Reduced |
| Two Sigma Securities, LLC | 3,958 | $256.5K | 0.01% | +3,958 | New |
| Evanson Asset Management, LLC | 3,955 | $256.3K | 0.02% | +7+0.2% | Added |
| Monterey Private Wealth, Inc. | 3,953 | $256.2K | 0.12% | +83+2.1% | Added |
| Parsons Capital Management Inc | 3,950 | $256.0K | 0.02% | −300−7.1% | Reduced |
| Bridgefront Capital, LLC | 3,927 | $254.5K | 0.19% | +3,927 | New |
| LVW Advisors, LLC | 3,905 | $253.1K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,883 | $251.7K | 0.01% | +651+20.1% | Added |
| Tradition Wealth Management, LLC | 3,880 | $251.0K | 0.03% | +1,611+71.0% | Added |
| Tompkins Financial Corp | 3,856 | $249.9K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,854 | $249.8K | 0.00% | −1,423−27.0% | Reduced |
| Plancorp, LLC | 3,840 | $248.9K | 0.01% | −84−2.1% | Reduced |
| Waterloo Capital, L.P. | 3,835 | $248.5K | 0.04% | +3,835 | New |
| Ellevest, Inc. | 3,827 | $248.0K | 0.02% | +3,827 | New |
| Accurate Wealth Management, LLC | 3,705 | $246.7K | 0.08% | −291−7.3% | Reduced |
| UMA Financial Services, Inc. | 3,759 | $243.7K | 0.05% | −1,122−23.0% | Reduced |
| Brookstone Capital Management | 3,750 | $243.0K | 0.00% | −263−6.6% | Reduced |
| Capital Planning Advisors, LLC | 3,745 | $242.7K | 0.05% | −208−5.3% | Reduced |
| Concord Asset Management, LLC | 3,740 | $242.4K | 0.07% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 3,713 | $240.6K | 0.07% | +3,713 | New |
| Intech Investment Management LLC | 3,702 | $239.9K | 0.00% | −6,382−63.3% | Reduced |
| Ci Investments Inc. | 3,692 | $239.0K | 0.00% | +2,818+322.4% | Added |
| Bessemer Group Inc | 3,667 | $237.0K | 0.00% | −9−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 3,640 | $235.9K | 0.05% | −415−10.2% | Reduced |
| New York Life Investment Management LLC | 3,614 | $234.2K | 0.00% | +3,614 | New |
| Regions Financial Corp | 3,606 | $233.7K | 0.00% | +3,606 | New |
| Monument Capital Management | 3,572 | $231.5K | 0.07% | −2,303−39.2% | Reduced |
| Venture Visionary Partners LLC | 3,570 | $231.4K | 0.01% | +3,570 | New |
| Moneta Group Investment Advisors LLC | 3,528 | $228.7K | 0.00% | +3,528 | New |
| Detalus Advisors, LLC | 3,500 | $226.8K | 0.09% | −269−7.1% | Reduced |
| Huntington National Bank | 3,484 | $225.8K | 0.00% | −1,393−28.6% | Reduced |
| Tobam | 3,468 | $225.0K | 0.02% | +388+12.6% | Added |
| Archetype Wealth Partners | 3,414 | $221.0K | 0.04% | +3,414 | New |
| Avantax Planning Partners, Inc. | 3,379 | $219.0K | 0.01% | −1,017−23.1% | Reduced |
| HB Wealth Management, LLC | 3,368 | $218.3K | 0.00% | +3,368 | New |
| U.S. Capital Wealth Advisors, LLC | 3,363 | $218.0K | 0.01% | +3,363 | New |
| Legacy Capital Wealth Partners, LLC | 3,350 | $217.1K | 0.06% | +3,350 | New |
| Naples Global Advisors, LLC | 3,300 | $216.7K | 0.02% | −1,290−28.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 3,332 | $215.9K | 0.11% | +3,332 | New |
| Bourgeon Capital Management LLC | 3,296 | $213.6K | 0.05% | +500+17.9% | Added |
| Verition Fund Management LLC | 3,294 | $213.5K | 0.00% | −1,990−37.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,276 | $212.3K | 0.16% | +3,276 | New |
| First Heartland Consultants, Inc. | 3,269 | $212.0K | 0.03% | +3,269 | New |
| Keybank National Association | 3,236 | $209.7K | 0.00% | +3,236 | New |
| KPP Advisory Services LLC | 3,225 | $209.0K | 0.18% | +3,225 | New |
| Fortitude Advisory Group L.L.C. | 3,211 | $208.1K | 0.13% | +3,211 | New |
| Ritholtz Wealth Management | 3,206 | $207.8K | 0.01% | +3,206 | New |