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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 651 | $36.7K | 0.01% | +651 | New |
| HHM Wealth Advisors, LLC | 672 | $37.9K | 0.01% | −8−1.2% | Reduced |
| City State Bank | 682 | $38.0K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 681 | $38.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $39.3K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $39.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 700 | $39.5K | 0.01% | +700 | New |
| State of Wyoming | 719 | $40.6K | 0.01% | +79+12.3% | Added |
| Creekmur Asset Management LLC | 721 | $40.7K | 0.01% | −580−44.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 740 | $41.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 787 | $44.4K | 0.00% | −51,054−98.5% | Reduced |
| Bruce G. Allen Investments, LLC | 806 | $45.5K | 0.04% | +691+600.9% | Added |
| Lindbrook Capital, LLC | 824 | $46.5K | 0.00% | −111−11.9% | Reduced |
| Huntington National Bank | 830 | $46.8K | 0.00% | −2,654−76.2% | Reduced |
| Umb Bank N A | 831 | $46.9K | 0.00% | +60+7.8% | Added |
| JFS Wealth Advisors, LLC | 831 | $46.9K | 0.00% | +831 | New |
| First Horizon Advisors, Inc. | 835 | $47.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $47.4K | 0.05% | +625+260.4% | Added |
| Retirement Group, LLC | 842 | $47.5K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 850 | $48.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 869 | $49.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 877 | $49.2K | 0.00% | +284+47.9% | Added |
| Independence Bank of Kentucky | 880 | $49.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 886 | $50.0K | 0.01% | −83−8.6% | Reduced |
| National Bank of Canada | 867 | $50.6K | 0.00% | −108−11.1% | Reduced |
| MCF Advisors LLC | 891 | $50.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 919 | $52.0K | 0.01% | −1,677−64.6% | Reduced |
| Capital Analysts, LLC | 930 | $52.0K | 0.00% | +5+0.5% | Added |
| Central Pacific Bank - Trust Division | 961 | $53.9K | 0.01% | +961 | New |
| Key Financial Inc | 962 | $54.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 966 | $54.5K | 0.01% | −280−22.5% | Reduced |
| St Germain D J Co Inc | 992 | $56.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $57.3K | 0.00% | −926−48.1% | Reduced |
| Ancora Advisors, LLC | 1,032 | $58.3K | 0.00% | −323−23.8% | Reduced |
| Whittier Trust Co | 1,100 | $62.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,132 | $63.9K | 0.00% | +1,132 | New |
| Missouri Trust & Investment Co | 1,135 | $64.1K | 0.02% | −865−43.3% | Reduced |
| Addison Advisors LLC | 1,154 | $65.1K | 0.02% | −125−9.8% | Reduced |
| Tyler-Stone Wealth Management | 1,200 | $67.7K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,202 | $67.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,244 | $70.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,263 | $71.7K | 0.02% | +296+30.6% | Added |
| GAMMA Investing LLC | 1,282 | $72.4K | 0.01% | +269+26.6% | Added |
| Logan Capital Management Inc | 1,300 | $73.4K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,319 | $74.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,427 | $80.6K | 0.00% | −1,673−54.0% | Reduced |
| Covestor Ltd | 1,443 | $81.0K | 0.05% | +63+4.6% | Added |
| Abich Financial Wealth Management LLC | 1,483 | $83.7K | 0.06% | +1,483 | New |
| Financial Management Professionals, Inc. | 1,483 | $84.0K | 0.01% | −9−0.6% | Reduced |
| Groupama Asset Managment | 1,543 | $87.1K | 0.00% | −2,095−57.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,683 | $95.0K | 0.04% | −600−26.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,698 | $95.9K | 0.00% | −234−12.1% | Reduced |
| Main Street Group, LTD | 1,734 | $97.2K | 0.04% | +1,574+983.8% | Added |
| Kelly Financial Services LLC | 1,784 | $100.7K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,845 | $104.1K | 0.04% | −1−0.1% | Reduced |
| Rise Advisors, LLC | 1,852 | $104.5K | 0.06% | +537+40.8% | Added |
| Rakuten Investment Management, Inc. | 1,892 | $106.8K | 0.00% | +1,739+1,136.6% | Added |
| Tobam | 1,928 | $109.0K | 0.01% | −1,540−44.4% | Reduced |
| Westend Capital Management, LLC | 2,000 | $112.9K | 0.04% | +2,000 | New |
| Spire Wealth Management | 2,055 | $116.0K | 0.00% | +15+0.7% | Added |
| Pin Oak Investment Advisors Inc | 2,100 | $119.0K | 0.11% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,140 | $120.8K | 0.01% | −300−12.3% | Reduced |
| Parallel Advisors, LLC | 2,223 | $125.5K | 0.00% | −83−3.6% | Reduced |
| Register Financial Advisors LLC | 2,292 | $129.3K | 0.07% | +2,292 | New |
| Central Trust Co | 2,421 | $136.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,443 | $137.9K | 0.01% | +330+15.6% | Added |
| Twin Tree Management, LP | 2,462 | $139.0K | 0.00% | +2,462 | New |
| Washington Trust Co | 2,463 | $139.0K | 0.01% | −10−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,360 | $142.0K | 0.00% | +1,303+123.3% | Added |
| AllSquare Wealth Management LLC | 2,540 | $143.4K | 0.08% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,664 | $150.4K | 0.01% | −70−2.6% | Reduced |
| North Star Investment Management Corp. | 2,675 | $151.0K | 0.01% | +10+0.4% | Added |
| IAG Wealth Partners, LLC | 2,689 | $151.7K | 0.03% | +95+3.7% | Added |
| First Manhattan Co | 2,700 | $152.4K | 0.00% | −2−0.1% | Reduced |
| Sunbelt Securities, Inc. | 2,823 | $159.3K | 0.02% | +18+0.6% | Added |
| Sofos Investments, Inc. | 2,718 | $164.8K | 0.02% | +1,359+100.0% | Added |
| SOA Wealth Advisors, LLC. | 2,954 | $166.7K | 0.03% | −71,077−96.0% | Reduced |
| Motco | 3,037 | $171.4K | 0.01% | +232+8.3% | Added |
| Quadrant Capital Group LLC | 3,150 | $177.8K | 0.01% | +838+36.2% | Added |
| CIBC Private Wealth Group, LLC | 3,237 | $181.5K | 0.00% | −1,211−27.2% | Reduced |
| GoalVest Advisory LLC | 3,221 | $181.8K | 0.06% | +2,589+409.7% | Added |
| Harbour Investments, Inc. | 3,553 | $200.5K | 0.01% | −330−8.5% | Reduced |
| UMA Financial Services, Inc. | 3,767 | $200.9K | 0.04% | +8+0.2% | Added |
| Systematic Portfolios LLC | 2,276 | $201.3K | 0.69% | +2,276 | New |
| HB Wealth Management, LLC | 3,576 | $201.8K | 0.00% | +208+6.2% | Added |
| Flagship Harbor Advisors, LLC | 3,590 | $202.6K | 0.01% | −874−19.6% | Reduced |
| Brookstone Capital Management | 3,595 | $202.9K | 0.00% | −155−4.1% | Reduced |
| Monument Capital Management | 3,618 | $204.2K | 0.06% | +46+1.3% | Added |
| Regions Financial Corp | 3,623 | $204.5K | 0.00% | +17+0.5% | Added |
| Armstrong Advisory Group, Inc | 3,174 | $205.7K | 0.02% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,657 | $206.4K | 0.04% | −88−2.3% | Reduced |
| New York Life Investment Management LLC | 3,716 | $209.7K | 0.00% | +102+2.8% | Added |
| Keynote Financial Services LLC | 3,785 | $213.6K | 0.18% | +3,785 | New |
| MV Capital Management, Inc. | 3,790 | $213.9K | 0.02% | −499−11.6% | Reduced |
| Boston Private Wealth LLC | 3,795 | $214.2K | 0.00% | +3,795 | New |
| Catalytic Wealth RIA, LLC | 3,835 | $216.4K | 0.04% | −248−6.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,848 | $217.2K | 0.00% | −6−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 3,854 | $217.6K | 0.17% | −626−14.0% | Reduced |
| Larson Financial Group LLC | 3,872 | $218.6K | 0.02% | −341−8.1% | Reduced |
| Clearview Wealth Advisors LLC | 3,873 | $218.6K | 0.22% | −106−2.7% | Reduced |