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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,824 | $328.7K | 0.01% | +2,445+72.4% | Added |
| Fiera Capital Corp | 5,831 | $329.1K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 5,860 | $330.7K | 0.28% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 5,871 | $331.4K | 0.07% | +1,800+44.2% | Added |
| Columbia Asset Management | 5,125 | $332.0K | 0.07% | 00.0% | Unchanged |
| True North Advisors, LLC | 5,939 | $335.2K | 0.09% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 6,017 | $339.6K | 0.08% | −828−12.1% | Reduced |
| Gilbert & Cook, Inc. | 6,057 | $341.9K | 0.05% | −10.0% | Reduced |
| Toroso Investments, LLC | 6,068 | $342.5K | 0.01% | +6,068 | New |
| SWP Financial LLC | 6,074 | $342.8K | 0.24% | +250+4.3% | Added |
| Commerzbank Aktiengesellschaft | 6,084 | $344.0K | 0.01% | +6,084 | New |
| Glenmede Trust Co NA | 6,095 | $344.0K | 0.00% | −588−8.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,155 | $347.4K | 0.19% | +984+19.0% | Added |
| Kaizen Financial Strategies | 6,174 | $348.5K | 0.24% | −1,322−17.6% | Reduced |
| Tritonpoint Wealth, LLC | 5,358 | $351.9K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,237 | $352.0K | 0.00% | −984−13.6% | Reduced |
| International Assets Investment Management, LLC | 6,287 | $352.5K | 0.04% | −41−0.6% | Reduced |
| 360 Financial, Inc. | 6,280 | $354.4K | 0.14% | −20−0.3% | Reduced |
| Profund Advisors LLC | 6,323 | $356.9K | 0.01% | +259+4.3% | Added |
| Kestra Private Wealth Services, LLC | 6,308 | $361.5K | 0.01% | +6,308 | New |
| Avion Wealth | 6,404 | $362.0K | 0.10% | +9+0.1% | Added |
| Focus Financial Network, Inc. | 6,682 | $365.2K | 0.02% | +6,682 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,566 | $371.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,615 | $373.4K | 0.03% | −880−11.7% | Reduced |
| Oppenheimer Asset Management Inc. | 6,625 | $373.9K | 0.01% | −1,948−22.7% | Reduced |
| Scientech Research LLC | 6,638 | $374.6K | 0.20% | +6,638 | New |
| Sawyer & Company, Inc | 6,695 | $377.9K | 0.15% | −200−2.9% | Reduced |
| Impact Partnership Wealth, LLC | 6,707 | $378.5K | 0.15% | +6,707 | New |
| United Capital Financial Advisers, LLC | 6,723 | $379.4K | 0.00% | −840−11.1% | Reduced |
| First City Capital Management, Inc. | 6,730 | $379.8K | 0.21% | −33−0.5% | Reduced |
| Crestwood Advisors Group LLC | 6,748 | $380.9K | 0.01% | −20−0.3% | Reduced |
| Metropolitan Life Insurance Co | 6,752 | $381.1K | 0.02% | +57+0.9% | Added |
| Madden Securities Corp | 6,780 | $382.7K | 0.18% | −1,550−18.6% | Reduced |
| Teamwork Financial Advisors, LLC | 6,805 | $384.1K | 0.06% | +1,438+26.8% | Added |
| Perennial Investment Advisors, LLC | 6,815 | $384.6K | 0.06% | +530+8.4% | Added |
| Dudley Capital Management, LLC | 6,900 | $386.9K | 0.23% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,889 | $388.8K | 0.01% | −76−1.1% | Reduced |
| Optimum Investment Advisors | 6,907 | $389.8K | 0.18% | −1,000−12.6% | Reduced |
| Fisher Asset Management, LLC | 6,974 | $393.6K | 0.00% | +163+2.4% | Added |
| Buckingham Strategic Partners | 6,993 | $394.7K | 0.01% | −19−0.3% | Reduced |
| Two Sigma Investments, LP | 7,113 | $401.5K | 0.00% | +7,113 | New |
| CIBC Asset Management Inc | 7,119 | $401.8K | 0.00% | +14+0.2% | Added |
| Empower Advisory Group, LLC | 7,122 | $402.0K | 0.00% | +449+6.7% | Added |
| We Are One Seven, LLC | 7,128 | $402.3K | 0.02% | −98−1.4% | Reduced |
| Family Legacy, Inc. | 7,138 | $402.9K | 0.14% | −2,038−22.2% | Reduced |
| Wambolt & Associates, LLC | 7,216 | $404.6K | 0.12% | −2,678−27.1% | Reduced |
| E. Ohman J:or Asset Management AB | 7,200 | $406.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 7,217 | $407.3K | 0.04% | −141−1.9% | Reduced |
| Burney Co | 7,228 | $407.9K | 0.02% | −11−0.2% | Reduced |
| Wetherby Asset Management Inc | 7,231 | $408.1K | 0.02% | −217−2.9% | Reduced |
| Signaturefd, LLC | 7,235 | $408.3K | 0.01% | −106−1.4% | Reduced |
| D.A. Davidson & Co. | 7,267 | $410.2K | 0.00% | −670−8.4% | Reduced |
| Axxcess Wealth Management, LLC | 7,278 | $410.8K | 0.01% | −97−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,446 | $420.3K | 0.04% | +7,446 | New |
| Centaurus Financial, Inc. | 7,502 | $423.0K | 0.03% | −986−11.6% | Reduced |
| Fifth Third Bancorp | 7,568 | $427.1K | 0.00% | −358−4.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,585 | $428.1K | 0.10% | +294+4.0% | Added |
| Kovack Advisors, Inc. | 7,601 | $429.0K | 0.05% | +177+2.4% | Added |
| Robertson Stephens Wealth Management, LLC | 7,518 | $430.9K | 0.02% | −369−4.7% | Reduced |
| Modern Wealth Management, LLC | 7,705 | $434.9K | 0.04% | +7,705 | New |
| Kerntke Otto McGlone Wealth Management Group | 7,746 | $437.2K | 0.43% | −176−2.2% | Reduced |
| AXS Investments LLC | 7,771 | $438.6K | 0.11% | 00.0% | Unchanged |
| Philadelphia Trust Co | 7,790 | $440.0K | 0.04% | +500+6.9% | Added |
| Boston Financial Mangement LLC | 7,800 | $440.2K | 0.01% | 00.0% | Unchanged |
| Campbell Wealth Management | 7,856 | $443.0K | 0.04% | +1,783+29.4% | Added |
| Quantinno Capital Management LP | 7,955 | $449.0K | 0.01% | +2,298+40.6% | Added |
| Kingswood Wealth Advisors, LLC | 7,962 | $449.4K | 0.05% | −323−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,067 | $455.3K | 0.01% | −25,101−75.7% | Reduced |
| GeoWealth Management, LLC | 8,106 | $457.5K | 0.02% | +3,587+79.4% | Added |
| AE Wealth Management LLC | 8,147 | $459.8K | 0.01% | −41,646−83.6% | Reduced |
| Wellington Shields & Co., LLC | 8,156 | $460.3K | 0.15% | −774−8.7% | Reduced |
| Insight Wealth Partners, LLC | 8,177 | $461.5K | 0.30% | −335−3.9% | Reduced |
| Citadel Advisors LLC | 8,227 | $464.3K | 0.00% | −13,006−61.3% | Reduced |
| Resources Investment Advisors, LLC. | 8,274 | $467.0K | 0.01% | −113−1.3% | Reduced |
| Inspire Advisors, LLC | 8,289 | $467.8K | 0.06% | +1,867+29.1% | Added |
| Archer Investment Corp | 8,348 | $471.2K | 0.14% | +2,080+33.2% | Added |
| D.B. Root & Company, LLC | 8,479 | $478.6K | 0.16% | −5,566−39.6% | Reduced |
| Candriam Luxembourg S.C.A. | 8,490 | $479.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,579 | $484.2K | 0.07% | +8,579 | New |
| Austin Private Wealth, LLC | 8,821 | $484.6K | 0.06% | +814+10.2% | Added |
| APG Asset Management N.V. | 9,347 | $488.5K | 0.00% | +2,300+32.6% | Added |
| PFG Investments, LLC | 8,720 | $492.2K | 0.03% | +8,720 | New |
| Per Stirling Capital Management, LLC. | 8,723 | $492.3K | 0.08% | +225+2.6% | Added |
| FLC Capital Advisors | 8,811 | $497.3K | 0.13% | −1,739−16.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 8,875 | $501.0K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 8,905 | $502.6K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,908 | $502.8K | 0.02% | −1,463−14.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,915 | $503.0K | 0.00% | −42,473−82.7% | Reduced |
| Lincoln National Corp | 8,913 | $503.0K | 0.01% | +6+0.1% | Added |
| Intech Investment Management LLC | 9,005 | $508.2K | 0.01% | +5,303+143.2% | Added |
| Wolverine Trading, LLC | 9,015 | $508.8K | 0.01% | +9,015 | New |
| TownSquare Capital, LLC | 9,040 | $510.2K | 0.01% | +1,698+23.1% | Added |
| NBC Securities, Inc. | 8,870 | $511.0K | 0.05% | +1,710+23.9% | Added |
| Herold Advisors, Inc. | 9,095 | $513.3K | 0.12% | +77+0.9% | Added |
| Assetmark, Inc | 9,131 | $515.4K | 0.00% | +9+0.1% | Added |
| Shelton Capital Management | 9,221 | $520.4K | 0.01% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 9,223 | $520.5K | 0.26% | +9,223 | New |
| GWM Advisors LLC | 9,269 | $523.1K | 0.00% | −34−0.4% | Reduced |
| Versor Investments LP | 9,292 | $524.4K | 0.11% | −14,600−61.1% | Reduced |
| Independent Advisor Alliance | 9,298 | $524.8K | 0.02% | −1,642−15.0% | Reduced |