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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 3,174 | $205.7K | 0.02% | −365−10.3% | Reduced |
| Leo Wealth, LLC | 3,332 | $201.6K | 0.02% | +3,332 | New |
| IFP Advisors, Inc | 3,100 | $200.9K | 0.01% | +280+9.9% | Added |
| Focused Wealth Management, Inc | 3,085 | $199.9K | 0.03% | +123+4.2% | Added |
| Glassman Wealth Services | 2,811 | $182.2K | 0.03% | −171−5.7% | Reduced |
| Sunbelt Securities, Inc. | 2,805 | $181.8K | 0.02% | +153+5.8% | Added |
| Motco | 2,805 | $181.8K | 0.01% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,751 | $178.3K | 0.17% | +25+0.9% | Added |
| Westpac Banking Corp | 2,734 | $177.2K | 0.01% | +575+26.6% | Added |
| First Manhattan Co | 2,702 | $175.1K | 0.00% | −5,698−67.8% | Reduced |
| North Star Investment Management Corp. | 2,665 | $172.7K | 0.01% | −259−8.9% | Reduced |
| IAG Wealth Partners, LLC | 2,594 | $168.1K | 0.04% | −319−11.0% | Reduced |
| Benjamin Edwards Inc | 2,596 | $168.0K | 0.04% | −104−3.9% | Reduced |
| AllSquare Wealth Management LLC | 2,540 | $164.6K | 0.10% | 00.0% | Unchanged |
| Washington Trust Co | 2,473 | $160.3K | 0.01% | −415−14.4% | Reduced |
| Sandy Spring Bank | 2,440 | $158.1K | 0.01% | +300+14.0% | Added |
| Central Trust Co | 2,421 | $156.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,312 | $149.8K | 0.01% | +964+71.5% | Added |
| Parallel Advisors, LLC | 2,306 | $149.5K | 0.00% | −72−3.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,283 | $148.0K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,100 | $138.0K | 0.14% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,113 | $137.0K | 0.01% | −366−14.8% | Reduced |
| Spire Wealth Management | 2,040 | $133.9K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,030 | $131.6K | 0.11% | +2,030 | New |
| Missouri Trust & Investment Co | 2,000 | $129.6K | 0.05% | −800−28.6% | Reduced |
| Bramshill Investments, LLC | 2,027 | $127.4K | 0.01% | −36,598−94.8% | Reduced |
| Salem Investment Counselors Inc | 1,926 | $126.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,932 | $125.2K | 0.01% | −244−11.2% | Reduced |
| PSI Advisors, LLC | 1,846 | $119.6K | 0.04% | −878−32.2% | Reduced |
| Groupama Asset Managment | 3,638 | $119.3K | 0.00% | +3,638 | New |
| Baystate Wealth Management LLC | 1,801 | $116.8K | 0.01% | +14+0.8% | Added |
| EverSource Wealth Advisors, LLC | 1,792 | $116.1K | 0.01% | +817+83.8% | Added |
| Kelly Financial Services LLC | 1,784 | $115.6K | 0.05% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,543 | $100.0K | 0.05% | +1,543 | New |
| Financial Management Professionals, Inc. | 1,492 | $97.0K | 0.02% | +9+0.6% | Added |
| Covestor Ltd | 1,380 | $89.0K | 0.06% | +597+76.2% | Added |
| Sofos Investments, Inc. | 1,359 | $88.1K | 0.02% | +1,359 | New |
| Ancora Advisors, LLC | 1,355 | $87.8K | 0.00% | −2,855−67.8% | Reduced |
| Institutional & Family Asset Management, LLC | 1,319 | $85.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,315 | $85.2K | 0.06% | +4+0.3% | Added |
| Creekmur Asset Management LLC | 1,301 | $84.3K | 0.03% | +1,301 | New |
| Logan Capital Management Inc | 1,300 | $84.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,279 | $82.9K | 0.03% | −133−9.4% | Reduced |
| Bank of New Hampshire | 1,246 | $80.8K | 0.02% | −130−9.4% | Reduced |
| South State Corp. | 1,244 | $80.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,202 | $77.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,200 | $77.8K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 1,100 | $71.3K | 0.00% | −9−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,057 | $68.5K | 0.00% | −11,598−91.6% | Reduced |
| REAP Financial Group, LLC | 1,031 | $66.8K | 0.02% | +1,031 | New |
| Desjardins Global Asset Management Inc. | 1,027 | $66.6K | 0.01% | −308−23.1% | Reduced |
| St Germain D J Co Inc | 992 | $64.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 975 | $64.2K | 0.00% | +84+9.4% | Added |
| JJJ Advisors Inc. | 967 | $63.1K | 0.02% | +697+258.1% | Added |
| Quent Capital, LLC | 969 | $62.8K | 0.01% | +235+32.0% | Added |
| GAMMA Investing LLC | 1,013 | $62.8K | 0.02% | +1,013 | New |
| Key Financial Inc | 962 | $62.4K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 935 | $60.6K | 0.01% | +96+11.4% | Added |
| Capital Analysts, LLC | 925 | $60.0K | 0.00% | +9+1.0% | Added |
| Ronald Blue Trust, Inc. | 1,087 | $59.0K | 0.00% | +349+47.3% | Added |
| MCF Advisors LLC | 891 | $58.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 870 | $57.1K | 0.00% | +300+52.6% | Added |
| Independence Bank of Kentucky | 880 | $57.0K | 0.02% | −100−10.2% | Reduced |
| Princeton Global Asset Management LLC | 869 | $56.3K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 850 | $55.1K | 0.01% | −1,150−57.5% | Reduced |
| NewSquare Capital LLC | 843 | $54.6K | 0.01% | −283−25.1% | Reduced |
| Retirement Group, LLC | 842 | $54.6K | 0.02% | +277+49.0% | Added |
| First Horizon Advisors, Inc. | 835 | $54.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 783 | $50.7K | 0.00% | +500+176.7% | Added |
| Umb Bank N A | 771 | $50.0K | 0.00% | −2−0.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 740 | $48.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 702 | $45.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $45.4K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $45.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $45.2K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 681 | $44.1K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 680 | $44.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 682 | $44.0K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 653 | $42.3K | 0.03% | +653 | New |
| Strengthening Families & Communities, LLC | 640 | $41.5K | 0.03% | +7+1.1% | Added |
| State of Wyoming | 640 | $41.5K | 0.01% | +66+11.5% | Added |
| GoalVest Advisory LLC | 632 | $41.0K | 0.02% | −11,889−95.0% | Reduced |
| Provence Wealth Management Group | 626 | $40.5K | 0.02% | −232−27.0% | Reduced |
| Heritage Wealth Advisors | 600 | $38.9K | 0.00% | −152−20.2% | Reduced |
| Paladin Advisory Group, LLC | 598 | $38.8K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 593 | $38.4K | 0.00% | −68−10.3% | Reduced |
| New England Capital Financial Advisors LLC | 583 | $37.8K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 562 | $36.4K | 0.02% | +562 | New |
| McIlrath & Eck, LLC | 562 | $36.4K | 0.01% | −48−7.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 558 | $36.2K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 552 | $35.8K | 0.03% | +2+0.4% | Added |
| Ritter Daniher Financial Advisory LLC | 543 | $35.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $34.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 509 | $33.0K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 526 | $32.4K | 0.02% | +526 | New |
| Hanson & Doremus Investment Management | 500 | $32.0K | 0.01% | −103−17.1% | Reduced |
| FNY Investment Advisers, LLC | 500 | $32.0K | 0.04% | +500 | New |
| Gradient Investments LLC | 489 | $31.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 436 | $28.3K | 0.00% | +87+24.9% | Added |
| Central Bank & Trust Co | 426 | $27.6K | 0.00% | +426 | New |