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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.

Institutional holdersQ4 2023: 782 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ4 2023: $10.5B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hexagon Capital Partners LLC422$27.4K0.01%−63−13.0%Reduced
First United Bank Trust415$26.9K0.01%+415New
EntryPoint Capital, LLC408$26.4K0.03%+408New
Laurel Wealth Advisors LLC396$25.7K0.00%00.0%Unchanged
Beacon Capital Management, LLC465$25.1K0.01%00.0%Unchanged
Versant Capital Management, Inc379$24.6K0.01%−4−1.0%Reduced
Richard W. Paul & Associates, LLC370$24.0K0.01%00.0%Unchanged
Robbins Farley LLC345$22.4K0.01%00.0%Unchanged
Nemes Rush Group LLC331$21.5K0.00%00.0%Unchanged
Fairfield, Bush & Co.325$21.1K0.01%+325New
Davis Capital Management316$20.5K0.02%+316New
Harvest Fund Management Co., Ltd302$20.0K0.00%00.0%Unchanged
RFP Financial Group LLC305$19.8K0.01%+78+34.4%Added
Cedar Wealth Management, LLC300$19.4K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$19.4K0.01%+300New
Trust Co of Vermont291$18.9K0.00%00.0%Unchanged
Centiva Capital, LP288$18.7K0.00%+288New
GHP Investment Advisors, Inc.285$18.5K0.00%00.0%Unchanged
Massmutual Trust Co FSB282$18.3K0.00%+140+98.6%Added
Semmax Financial Advisors Inc.316$17.7K0.01%00.0%Unchanged
VitalStone Financial, LLC259$17.0K0.01%00.0%Unchanged
Bare Financial Services, Inc240$15.6K0.03%+240New
Ameliora Wealth Management Ltd.230$14.9K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.227$14.7K0.00%+227New
Core Wealth Advisors, Inc.225$14.6K0.01%00.0%Unchanged
Beacon Capital Management, Inc.224$14.5K0.00%00.0%Unchanged
Cornerstone Planning Group LLC202$13.1K0.00%−162−44.5%Reduced
Thompson Siegel & Walmsley LLC203$13.0K0.00%00.0%Unchanged
Smithfield Trust Co200$13.0K0.00%00.0%Unchanged
Delta Asset Management LLC200$13.0K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC200$13.0K0.01%+200New
Broadwater Capital Management LLC200$13.0K0.01%+200New
Citizens National Bank Trust Department195$12.6K0.00%00.0%Unchanged
Rogco, LP190$12.3K0.01%00.0%Unchanged
Parkside Financial Bank & Trust189$12.3K0.00%+118+166.2%Added
Cape Investment Advisory, Inc.181$11.8K0.01%+3+1.7%Added
Chilton Capital Management LLC180$11.7K0.00%00.0%Unchanged
Private Ocean, LLC178$11.5K0.00%00.0%Unchanged
M&R Capital Management Inc177$11.5K0.00%+36+25.5%Added
TD Private Client Wealth LLC168$10.9K0.00%00.0%Unchanged
Main Street Group, LTD160$10.4K0.00%+160New
Spotlight Asset Group, Inc.190$10.3K0.01%00.0%Unchanged
Financial Perspectives, Inc158$10.2K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.153$10.0K0.00%+153New
Byrne Asset Management LLC160$10.0K0.01%+10+6.7%Added
Caldwell Trust Co150$9.72K0.00%−1,000−87.0%Reduced
Iron Horse Wealth Management, LLC150$9.72K0.00%00.0%Unchanged
Blume Capital Management, Inc.134$8.69K0.00%−134−50.0%Reduced
Bell Investment Advisors, Inc133$8.62K0.00%−94−41.4%Reduced
Rosenberg Matthew Hamilton129$8.36K0.00%00.0%Unchanged
First Community Trust NA120$7.78K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC115$7.45K0.01%+115New
American State Bank (Iowa)109$7.06K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.104$6.74K0.00%00.0%Unchanged
Clearstead Advisors, LLC100$6.48K0.00%−207−67.4%Reduced
Provenance Wealth Advisors, LLC100$6.48K0.00%00.0%Unchanged
Bogart Wealth, LLC100$6.48K0.00%+83+488.2%Added
FSA Wealth Management LLC94$6.00K0.00%+94New
Signature Resources Capital Management, LLC91$5.90K0.01%+91New
Zions Bancorporation, N.A.77$4.99K0.00%+37+92.5%Added
Salomon & Ludwin, LLC87$4.71K0.00%00.0%Unchanged
Venturi Wealth Management, LLC68$4.41K0.00%+10+17.2%Added
Farmers & Merchants Investments Inc65$4.21K0.00%+65New
Financial Avengers, Inc.55$3.55K0.00%+1+1.9%Added
Smartleaf Asset Management LLC49$3.22K0.00%+49New
Insight Financial Services48$3.11K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)50$3.00K0.00%+50New
LM Advisors LLC42$2.70K0.00%+42New
Allspring Global Investments Holdings, LLC37$2.40K0.00%−233,054−100.0%Reduced
Private Wealth Management Group, LLC31$2.01K0.00%+31New
Capital Advisors, Ltd. LLC24$2.00K0.00%+24New
Eukles Asset Management30$1.94K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC29$1.89K0.00%00.0%Unchanged
Caitlin John, LLC26$1.71K0.00%+26New
Arlington Trust Co LLC23$1.49K0.00%+23New
Raffa Wealth Management, LLC14$9070.00%00.0%Unchanged
Sachetta, LLC12$7780.00%+12New
BFSG, LLC10$6490.00%−14,579−99.9%Reduced
Castleview Partners, LLC10$6480.00%+10New
Glen Eagle Advisors, LLC6$3890.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0New
Coston, McIsaac & Partners14$00.00%00.0%Unchanged
ExodusPoint Capital Management, LP0$00.00%−288,241−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−175,000−100.0%Sold out
Cbre Clarion Securities LLC0$00.00%−153,656−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−142,218−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−110,000−100.0%Sold out
Morgan Dempsey Capital Management LLC0$00.00%−106,061−100.0%Sold out
EWG Elevate Inc.0$00.00%−80,837−100.0%Sold out
Demars Financial Group, LLC0$00.00%−76,214−100.0%Sold out
Caption Management, LLC0$00.00%−75,000−100.0%Sold out
Millennium Management LLC0$00.00%−67,002−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−56,780−100.0%Sold out
XML Financial, LLC0$00.00%−47,202−100.0%Sold out
Squarepoint Ops LLC0$00.00%−46,816−100.0%Sold out
Bensler, LLC0$00.00%−36,604−100.0%Sold out
D L Carlson Investment Group Inc0$00.00%−34,046−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−33,033−100.0%Sold out
PEAK6 Investments LLC0$00.00%−27,025−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−21,212−100.0%Sold out