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 |
|---|---|---|---|---|---|
| Insight 2811, Inc. | 3,878 | $218.9K | 0.11% | −920−19.2% | Reduced |
| Tradition Wealth Management, LLC | 3,880 | $219.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,888 | $219.4K | 0.12% | +677+21.1% | Added |
| Accurate Wealth Management, LLC | 3,913 | $219.9K | 0.06% | +208+5.6% | Added |
| Parsons Capital Management Inc | 3,950 | $222.9K | 0.02% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 3,953 | $223.1K | 0.09% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,960 | $223.5K | 0.02% | +5+0.1% | Added |
| Tompkins Financial Corp | 3,962 | $223.6K | 0.03% | +106+2.7% | Added |
| AIA Group Ltd | 3,969 | $224.0K | 0.01% | +3,969 | New |
| Jefferies Financial Group Inc. | 4,000 | $225.8K | 0.00% | +4,000 | New |
| Gsa Capital Partners LLP | 3,996 | $226.0K | 0.02% | +3,996 | New |
| Trust Point Inc. | 4,015 | $226.6K | 0.02% | +4,015 | New |
| Willis Johnson & Associates, Inc. | 4,055 | $228.8K | 0.02% | +4,055 | New |
| Lido Advisors, LLC | 3,998 | $229.1K | 0.00% | −234−5.5% | Reduced |
| Aspire Wealth Management Corp | 4,078 | $230.2K | 0.14% | +30+0.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $230.4K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 4,086 | $230.6K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,086 | $231.0K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 4,050 | $232.1K | 0.02% | +28+0.7% | Added |
| Raleigh Capital Management Inc. | 4,115 | $232.3K | 0.10% | −667−13.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $233.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,144 | $233.9K | 0.01% | +574+16.1% | Added |
| RFG Advisory, LLC | 4,152 | $234.4K | 0.01% | −306−6.9% | Reduced |
| Daymark Wealth Partners, LLC | 4,167 | $235.2K | 0.01% | −1,260−23.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,175 | $235.6K | 0.04% | −1,974−32.1% | Reduced |
| Alaska Permanent Fund Corp | 4,219 | $238.1K | 0.00% | −9,246−68.7% | Reduced |
| Garrison Asset Management, LLC | 4,252 | $240.0K | 0.13% | +20.0% | Added |
| Atomi Financial Group, Inc. | 4,261 | $240.5K | 0.02% | +4,261 | New |
| Redwood Financial Network Corp | 4,319 | $243.8K | 0.21% | −506−10.5% | Reduced |
| Cordatus Wealth Management LLC | 4,363 | $246.0K | 0.18% | +4,363 | New |
| L.M. Kohn & Company | 4,361 | $246.1K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,382 | $247.3K | 0.07% | −86−1.9% | Reduced |
| BTC Capital Management, Inc. | 4,390 | $247.8K | 0.02% | +4,390 | New |
| Coppell Advisory Solutions Corp. | 4,398 | $248.2K | 0.05% | +4,398 | New |
| Cary Street Partner Investment Advisory LLC | 4,446 | $250.9K | 0.01% | +66+1.5% | Added |
| D. E. Shaw & Co., Inc. | 4,466 | $252.1K | 0.00% | +4,466 | New |
| Virtue Capital Management, LLC | 4,564 | $253.8K | 0.05% | −2,269−33.2% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $254.0K | 0.05% | 00.0% | Unchanged |
| BancorpSouth Bank | 4,633 | $261.5K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,644 | $262.1K | 0.00% | −65−1.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,791 | $266.6K | 0.14% | +4,791 | New |
| MAI Capital Management | 4,777 | $269.6K | 0.00% | −724−13.2% | Reduced |
| Guyasuta Investment Advisors Inc | 4,180 | $270.9K | 0.02% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 4,800 | $270.9K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,814 | $271.7K | 0.07% | 00.0% | Unchanged |
| Cutler Group LP | 4,824 | $272.0K | 0.14% | −4,687−49.3% | Reduced |
| Colony Group, LLC | 4,858 | $274.0K | 0.00% | +123+2.6% | Added |
| Ci Investments Inc. | 4,872 | $275.0K | 0.00% | +1,180+32.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,893 | $276.2K | 0.02% | −61−1.2% | Reduced |
| Prosperitas Financial LLC | 4,898 | $276.5K | 0.18% | −157−3.1% | Reduced |
| Diversify Advisory Services, LLC | 4,933 | $276.6K | 0.02% | +4,933 | New |
| Concord Wealth Partners | 4,907 | $277.0K | 0.05% | −1,540−23.9% | Reduced |
| Kathmere Capital Management, LLC | 4,907 | $277.0K | 0.03% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,049 | $277.5K | 0.04% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 4,949 | $279.3K | 0.04% | −320−6.1% | Reduced |
| Kingsview Wealth Management, LLC | 5,006 | $282.5K | 0.01% | +264+5.6% | Added |
| LexAurum Advisors, LLC | 5,014 | $283.0K | 0.07% | −310−5.8% | Reduced |
| Verition Fund Management LLC | 5,038 | $284.3K | 0.00% | +1,744+52.9% | Added |
| Summit Wealth Group, LLC | 5,047 | $285.0K | 0.19% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,073 | $286.3K | 0.02% | −658−11.5% | Reduced |
| Argent Trust Co | 5,091 | $287.3K | 0.01% | −1,061−17.2% | Reduced |
| Woodward Diversified Capital, LLC | 5,118 | $288.9K | 0.18% | −999−16.3% | Reduced |
| Walleye Trading LLC | 5,124 | $289.2K | 0.00% | −4,469−46.6% | Reduced |
| Truvestments Capital LLC | 5,134 | $289.7K | 0.11% | −15,905−75.6% | Reduced |
| Gen-Wealth Partners Inc | 5,150 | $290.7K | 0.14% | +5,150 | New |
| Level Four Advisory Services, LLC | 4,503 | $291.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,174 | $292.0K | 0.03% | +431+9.1% | Added |
| Cherry Tree Wealth Management, LLC | 5,187 | $292.8K | 0.07% | 00.0% | Unchanged |
| Viawealth, LLC | 5,202 | $293.6K | 0.18% | −1,327−20.3% | Reduced |
| Jackson Wealth Management, LLC | 5,233 | $295.0K | 0.04% | −400−7.1% | Reduced |
| Sound Income Strategies, LLC | 5,229 | $295.1K | 0.02% | +134+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 5,245 | $296.0K | 0.00% | −162,835−96.9% | Reduced |
| Two Sigma Securities, LLC | 5,280 | $298.0K | 0.01% | +1,322+33.4% | Added |
| DF Dent & Co Inc | 5,288 | $298.4K | 0.00% | +589+12.5% | Added |
| Carret Asset Management, LLC | 5,323 | $300.4K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 5,327 | $300.7K | 0.03% | −1,315−19.8% | Reduced |
| Basepoint Wealth LLC | 5,333 | $301.0K | 0.23% | +69+1.3% | Added |
| Main Street Financial Solutions, LLC | 5,341 | $301.4K | 0.03% | +220+4.3% | Added |
| Ameritas Advisory Services, LLC | 5,409 | $302.7K | 0.01% | −11,171−67.4% | Reduced |
| Shell Asset Management Co | 5,501 | $303.0K | 0.01% | −3,888−41.4% | Reduced |
| Valeo Financial Advisors, LLC | 5,386 | $304.1K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,309 | $304.2K | 0.01% | −119−2.2% | Reduced |
| H&H Retirement Design & Management INC | 5,494 | $308.9K | 0.20% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,474 | $309.0K | 0.00% | +426+8.4% | Added |
| Park Avenue Securities LLC | 5,523 | $312.0K | 0.00% | −680−11.0% | Reduced |
| Berger Financial Group, Inc | 5,541 | $312.7K | 0.03% | −1,023−15.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,558 | $313.7K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,559 | $314.0K | 0.00% | −33,272−85.7% | Reduced |
| Symphony Financial, Ltd. Co. | 5,571 | $314.4K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,669 | $317.0K | 0.01% | +114+2.1% | Added |
| Prospera Financial Services Inc | 5,654 | $319.1K | 0.01% | +5,654 | New |
| Ignite Planners, LLC | 5,695 | $319.3K | 0.09% | −35−0.6% | Reduced |
| Intrua Financial, LLC | 5,684 | $320.8K | 0.05% | +217+4.0% | Added |
| Alberta Investment Management Corp | 5,700 | $321.7K | 0.00% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 5,726 | $323.0K | 0.16% | +5,726 | New |
| Cullen Capital Management LLC | 5,723 | $323.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,740 | $324.0K | 0.03% | −192−3.2% | Reduced |
| Allen Capital Group, LLC | 5,752 | $324.6K | 0.05% | +93+1.6% | Added |
| Rockport Wealth LLC | 5,782 | $325.5K | 0.22% | +5,782 | New |
| Prime Capital Investment Advisors, LLC | 5,822 | $328.6K | 0.00% | −404−6.5% | Reduced |