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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.

Q1 2024 vs. Q4 2023

How the institutions holding W. P. Carey Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WPC: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders7827773−2
Shares161.2M22.1K154.1M−7.15M (−4.4%)
Value$10.5B$1.43M$8.71B−$1.75B (−16.7%)

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held W. P. Carey Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WPC in Q1 2024
InstitutionSharesValue% of portfolio
Equity Investment Corp1,059,567$59.8M1.50%
Danske Bank A/S125,234$7.07M0.02%
Resona Asset Management Co.,Ltd.120,944$6.83M0.04%
State of Tennessee, Treasury Department91,000$5.14M0.02%
Holocene Advisors, LP89,238$5.04M0.02%
Squarepoint Ops LLC73,343$4.14M0.02%
FORA Capital, LLC35,906$2.03M0.17%
Boothbay Fund Management, LLC34,733$1.96M0.06%
XML Financial, LLC31,917$1.80M0.18%
LRI Investments, LLC18,916$1.07M0.27%
Prelude Capital Management, LLC17,776$1.00M0.07%
Mediolanum International Funds Ltd17,410$974.4K0.02%
United Services Automobile Association16,544$933.7K0.02%
Walleye Capital LLC15,253$860.9K0.01%
HGI Capital Management, LLC13,818$779.9K0.84%
Obermeyer Wood Investment Counsel, LLLP10,881$614.1K0.04%
Nicholas Hoffman & Company, LLC.10,195$575.4K0.03%
Summit Financial, LLC9,850$564.5K0.03%
Entropy Technologies, LP9,760$550.9K0.06%
Demars Financial Group, LLC9,223$520.5K0.26%
Wolverine Trading, LLC9,015$508.8K0.01%
PFG Investments, LLC8,720$492.2K0.03%
XTX Topco Ltd8,579$484.2K0.07%
Modern Wealth Management, LLC7,705$434.9K0.04%
Campbell & CO Investment Adviser LLC7,446$420.3K0.04%
Two Sigma Investments, LP7,113$401.5K0.00%
Impact Partnership Wealth, LLC6,707$378.5K0.15%
Scientech Research LLC6,638$374.6K0.20%
Focus Financial Network, Inc.6,682$365.2K0.02%
Kestra Private Wealth Services, LLC6,308$361.5K0.01%
Commerzbank Aktiengesellschaft6,084$344.0K0.01%
Toroso Investments, LLC6,068$342.5K0.01%
Rockport Wealth LLC5,782$325.5K0.22%
Benedetti & Gucer, Inc.5,726$323.0K0.16%
Prospera Financial Services Inc5,654$319.1K0.01%
Gen-Wealth Partners Inc5,150$290.7K0.14%
Diversify Advisory Services, LLC4,933$276.6K0.02%
Bright Futures Wealth Management, LLC.4,791$266.6K0.14%
D. E. Shaw & Co., Inc.4,466$252.1K0.00%
Coppell Advisory Solutions Corp.4,398$248.2K0.05%
BTC Capital Management, Inc.4,390$247.8K0.02%
Cordatus Wealth Management LLC4,363$246.0K0.18%
Atomi Financial Group, Inc.4,261$240.5K0.02%
Willis Johnson & Associates, Inc.4,055$228.8K0.02%
Trust Point Inc.4,015$226.6K0.02%
Gsa Capital Partners LLP3,996$226.0K0.02%
Jefferies Financial Group Inc.4,000$225.8K0.00%
AIA Group Ltd3,969$224.0K0.01%
Boston Private Wealth LLC3,795$214.2K0.00%
Keynote Financial Services LLC3,785$213.6K0.18%
Systematic Portfolios LLC2,276$201.3K0.69%
Twin Tree Management, LP2,462$139.0K0.00%
Register Financial Advisors LLC2,292$129.3K0.07%
Westend Capital Management, LLC2,000$112.9K0.04%
Abich Financial Wealth Management LLC1,483$83.7K0.06%
CoreCap Advisors, LLC1,132$63.9K0.00%
Central Pacific Bank - Trust Division961$53.9K0.01%
JFS Wealth Advisors, LLC831$46.9K0.00%
Hilltop National Bank700$39.5K0.01%
Opal Wealth Advisors, LLC651$36.7K0.01%
Riverview Trust Co493$27.8K0.02%
Richardson Financial Services Inc.463$26.1K0.02%
ESL Trust Services, LLC400$22.6K0.01%
Coastal Investment Advisors, Inc.339$19.1K0.00%
Financial Synergies Wealth Advisors, Inc.271$15.3K0.00%
Matrix Trust Co215$12.0K0.00%
Quarry LP203$11.5K0.00%
NCP Inc.203$11.4K0.01%
WR Wealth Planners, LLC81$4.57K0.00%
Boyd Watterson Asset Management LLC70$3.95K0.00%
Annis Gardner Whiting Capital Advisors, LLC53$3.04K0.00%
Mather Group, LLC.31$2.01K0.00%
Park Place Capital Corp28$1.58K0.00%
Continuum Advisory, LLC20$1.16K0.00%
Quest Partners LLC10$5640.00%
Global Assets Advisory, LLC18,391$3280.01%

Sold out (78)

Institutions that held W. P. Carey Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WPC in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Long Pond Capital, LP967,987$62.7M
Waterfront Capital Partners, LLC758,042$49.1M
Adelante Capital Management LLC189,053$12.3M
Cetera Advisors LLC128,242$8.31M
Zimmer Partners, LP85,700$5.55M
Cetera Advisor Networks LLC80,360$5.21M
STRS Ohio73,306$4.75M
Simplex Trading, LLC59,991$3.89M
Employees Retirement System of Texas50,500$3.27M
Granite Bay Wealth Management, LLC56,217$3.26M
Rench Wealth Management, Inc.45,471$2.95M
Clear Street Markets LLC36,398$2.36M
Mirabella Financial Services LLP33,276$2.16M
Pictet & Cie (Europe) SA30,645$1.99M
South Dakota Investment Council24,234$1.57M
Ontario Teachers Pension Plan Board23,961$1.55M
Bridgewater Associates, LP22,329$1.45M
M Holdings Securities, Inc.19,323$1.25M
Prudential PLC13,558$878.7K
SageView Advisory Group, LLC13,461$839.3K
Swiss Life Asset Management Ltd10,921$708.9K
Arbor Capital Management Inc10,161$655.8K
RK Capital Management, LLC8,400$544.4K
Perigon Wealth Management, LLC8,078$523.5K
Marshall Wace, LLP6,600$427.7K
Capital Investment Advisors, LLC5,872$380.6K
Man Group plc5,717$370.5K
Octavia Wealth Advisors, LLC5,297$347.8K
Integrated Advisors Network LLC5,248$340.1K
Investment Management Corp of Ontario5,029$325.9K
Philip James Wealth Mangement, LLC4,232$274.3K
Telos Capital Management, Inc.4,230$274.1K
Wedbush Securities Inc4,183$271.0K
Napa Wealth Management4,022$260.7K
Bridgefront Capital, LLC3,927$254.5K
Plancorp, LLC3,840$248.9K
Waterloo Capital, L.P.3,835$248.5K
Ellevest, Inc.3,827$248.0K
Concord Asset Management, LLC3,740$242.4K
Nebula Research & Development LLC3,713$240.6K
Moneta Group Investment Advisors LLC3,528$228.7K
Detalus Advisors, LLC3,500$226.8K
Archetype Wealth Partners3,414$221.0K
U.S. Capital Wealth Advisors, LLC3,363$218.0K
Legacy Capital Wealth Partners, LLC3,350$217.1K
Naples Global Advisors, LLC3,300$216.7K
Beacon Bridge Wealth Partners, LLC3,332$215.9K
Bourgeon Capital Management LLC3,296$213.6K
Bridgewealth Advisory Group, LLC3,276$212.3K
First Heartland Consultants, Inc.3,269$212.0K
Keybank National Association3,236$209.7K
KPP Advisory Services LLC3,225$209.0K
Ritholtz Wealth Management3,206$207.8K
Leo Wealth, LLC3,332$201.6K
Focused Wealth Management, Inc3,085$199.9K
Glassman Wealth Services2,811$182.2K
Laraway Financial Inc2,751$178.3K
Northwest Financial Advisors2,030$131.6K
Bramshill Investments, LLC2,027$127.4K
Planned Solutions, Inc.1,543$100.0K
Barrett & Company, Inc.702$45.5K
Resurgent Financial Advisors LLC509$33.0K
EdgeRock Capital LLC526$32.4K
Hanson & Doremus Investment Management500$32.0K
FNY Investment Advisers, LLC500$32.0K
Central Bank & Trust Co426$27.6K
Fairfield, Bush & Co.325$21.1K
Harvest Fund Management Co., Ltd302$20.0K
Cedar Wealth Management, LLC300$19.4K
Beacon Capital Management, Inc.224$14.5K
Thompson Siegel & Walmsley LLC203$13.0K
Rogco, LP190$12.3K
Chilton Capital Management LLC180$11.7K
Spotlight Asset Group, Inc.190$10.3K
American State Bank (Iowa)109$7.06K
Psagot Value Holdings Ltd. / (Israel)50$3.00K
LM Advisors LLC42$2.70K
Arlington Trust Co LLC23$1.49K

Not filed for Q1 2024 yet (7)

Institutions that held W. P. Carey Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Hudson Portfolio Management LLC9,882$640.5K
DFPG Investments, LLC4,938$318.7K
Coppell Advisory Solutions LLC3,640$235.9K
Baystate Wealth Management LLC1,801$116.8K
Desjardins Global Asset Management Inc.1,027$66.6K
Provence Wealth Management Group626$40.5K
Hobbs Group Advisors, LLC200$13.0K