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, Q1 2024
Institutional positions in W. P. Carey Inc. as of Mar 31, 2024. 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
- 773
- −2 vs. Q4 2023
- Shares held
- 154.1M
- −7.15M (−4.4%) vs. Q4 2023
- Total value
- $8.71B
- −$1.75B (−16.7%) vs. Q4 2023
- New holders
- 76
- 263 more added
- Sold out
- 78
- 292 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 18,391 | $328 | 0.01% | +18,391 | New |
| Glen Eagle Advisors, LLC | 6 | $339 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $564 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10 | $564 | 0.00% | +10 | New |
| BFSG, LLC | 10 | $565 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $778 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $790 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 18 | $1.02K | 0.00% | −635−97.2% | Reduced |
| Private Wealth Management Group, LLC | 19 | $1.07K | 0.00% | −12−38.7% | Reduced |
| Continuum Advisory, LLC | 20 | $1.16K | 0.00% | +20 | New |
| Caitlin John, LLC | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 28 | $1.58K | 0.00% | +28 | New |
| Delos Wealth Advisors, LLC | 30 | $1.67K | 0.00% | +1+3.4% | Added |
| Allspring Global Investments Holdings, LLC | 30 | $1.69K | 0.00% | −7−18.9% | Reduced |
| Eukles Asset Management | 30 | $1.69K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 32 | $1.81K | 0.00% | −136−81.0% | Reduced |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | +7+29.2% | Added |
| Mather Group, LLC. | 31 | $2.01K | 0.00% | +31 | New |
| Zions Bancorporation, N.A. | 37 | $2.09K | 0.00% | −40−51.9% | Reduced |
| Insight Financial Services | 48 | $2.71K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 49 | $2.77K | 0.00% | −109−69.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.04K | 0.00% | +53 | New |
| Financial Avengers, Inc. | 55 | $3.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $3.67K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 70 | $3.95K | 0.00% | +70 | New |
| RFP Financial Group LLC | 78 | $4.40K | 0.00% | −227−74.4% | Reduced |
| WR Wealth Planners, LLC | 81 | $4.57K | 0.00% | +81 | New |
| FSA Wealth Management LLC | 94 | $5.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $5.87K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 91 | $5.90K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 119 | $6.72K | 0.00% | +51+75.0% | Added |
| First Community Trust NA | 120 | $6.77K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 129 | $7.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $7.51K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 134 | $7.56K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $8.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $8.47K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $8.70K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 164 | $9.26K | 0.00% | +77+88.5% | Added |
| Private Ocean, LLC | 178 | $10.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 179 | $10.1K | 0.00% | +2+1.1% | Added |
| REAP Financial Group, LLC | 182 | $10.3K | 0.00% | −849−82.3% | Reduced |
| Cape Investment Advisory, Inc. | 184 | $10.4K | 0.00% | +3+1.7% | Added |
| Parkside Financial Bank & Trust | 187 | $10.6K | 0.00% | −2−1.1% | Reduced |
| Cornerstone Planning Group LLC | 189 | $10.7K | 0.00% | −13−6.4% | Reduced |
| Davis Capital Management | 191 | $10.7K | 0.01% | −125−39.6% | Reduced |
| Smithfield Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $11.3K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 203 | $11.4K | 0.01% | +203 | New |
| Quarry LP | 203 | $11.5K | 0.00% | +203 | New |
| Matrix Trust Co | 215 | $12.0K | 0.00% | +215 | New |
| Core Wealth Advisors, Inc. | 225 | $12.7K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 230 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $13.1K | 0.00% | +185+377.6% | Added |
| Massmutual Trust Co FSB | 248 | $14.0K | 0.00% | −34−12.1% | Reduced |
| VitalStone Financial, LLC | 259 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 271 | $15.3K | 0.00% | +271 | New |
| Ronald Blue Trust, Inc. | 271 | $15.3K | 0.00% | −816−75.1% | Reduced |
| Bokf, NA | 283 | $15.9K | 0.00% | −500−63.9% | Reduced |
| GHP Investment Advisors, Inc. | 285 | $16.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 291 | $16.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 294 | $16.6K | 0.00% | −549−65.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $16.9K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $18.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 331 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 349 | $19.0K | 0.00% | −3,318−90.5% | Reduced |
| Coastal Investment Advisors, Inc. | 339 | $19.1K | 0.00% | +339 | New |
| Robbins Farley LLC | 345 | $19.5K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 351 | $19.8K | 0.02% | −57−14.0% | Reduced |
| Richard W. Paul & Associates, LLC | 370 | $20.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 379 | $21.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $22.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $22.6K | 0.01% | +400 | New |
| First United Bank Trust | 415 | $23.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 422 | $23.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 431 | $24.3K | 0.01% | −269−38.4% | Reduced |
| Thompson Investment Management, Inc. | 436 | $24.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 463 | $26.1K | 0.02% | +463 | New |
| Beacon Capital Management, LLC | 465 | $26.2K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 489 | $27.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 493 | $27.8K | 0.02% | +493 | New |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $29.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 543 | $30.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 553 | $31.2K | 0.03% | +1+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 558 | $31.5K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 562 | $31.7K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 569 | $32.1K | 0.02% | +7+1.2% | Added |
| Montag A & Associates Inc | 570 | $32.7K | 0.00% | −300−34.5% | Reduced |
| New England Capital Financial Advisors LLC | 583 | $32.9K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $33.5K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 600 | $33.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 599 | $34.0K | 0.02% | −41−6.4% | Reduced |