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 |
|---|---|---|---|---|---|
| Commerce Bank | 9,426 | $532.0K | 0.00% | −1,266−11.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,479 | $535.0K | 0.01% | +12+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 9,505 | $536.5K | 0.34% | +77+0.8% | Added |
| Centersquare Investment Management LLC | 9,799 | $537.4K | 0.01% | −9,230−48.5% | Reduced |
| Apollon Wealth Management, LLC | 9,541 | $538.5K | 0.02% | −7,963−45.5% | Reduced |
| MKT Advisors LLC | 9,717 | $540.8K | 0.30% | +34+0.4% | Added |
| Walden Wealth Partners LLC | 9,851 | $542.8K | 0.32% | 00.0% | Unchanged |
| First National Trust Co | 9,628 | $543.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,657 | $545.0K | 0.01% | −26−0.3% | Reduced |
| Old Port Advisors | 9,674 | $546.0K | 0.17% | +1,037+12.0% | Added |
| LVW Advisors, LLC | 9,747 | $550.1K | 0.09% | +5,842+149.6% | Added |
| Entropy Technologies, LP | 9,760 | $550.9K | 0.06% | +9,760 | New |
| LGT Financial Advisors LLC | 9,830 | $554.8K | 0.64% | −1,411−12.6% | Reduced |
| Accel Wealth Management | 9,852 | $556.0K | 0.24% | +124+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 9,877 | $557.5K | 0.00% | +929+10.4% | Added |
| Baird Financial Group, Inc. | 9,944 | $561.2K | 0.00% | +2,339+30.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $562.2K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,850 | $564.5K | 0.03% | +9,850 | New |
| B. Metzler seel. Sohn & Co. AG | 10,002 | $564.5K | 0.01% | +4,634+86.3% | Added |
| CIC Wealth, LLC | 10,128 | $571.6K | 0.17% | +2,125+26.6% | Added |
| Nicholas Hoffman & Company, LLC. | 10,195 | $575.4K | 0.03% | +10,195 | New |
| Ossiam | 10,317 | $582.3K | 0.01% | −2,016−16.3% | Reduced |
| Arkadios Wealth Advisors | 10,332 | $583.1K | 0.05% | +54+0.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,335 | $583.3K | 0.11% | +1,370+15.3% | Added |
| Oppenheimer & Co Inc | 10,347 | $584.0K | 0.01% | +592+6.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $587.0K | 0.14% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 10,437 | $589.1K | 0.38% | −713−6.4% | Reduced |
| Norinchukin Bank, The | 10,471 | $591.0K | 0.02% | −139−1.3% | Reduced |
| Lockheed Martin Investment Management Co | 9,075 | $593.8K | 0.04% | −2,800−23.6% | Reduced |
| Cooper Financial Group | 10,657 | $601.5K | 0.10% | −449−4.0% | Reduced |
| ProShare Advisors LLC | 10,672 | $602.3K | 0.00% | −830−7.2% | Reduced |
| Concurrent Investment Advisors, LLC | 10,725 | $605.3K | 0.02% | −236−2.2% | Reduced |
| Diligent Investors, LLC | 10,737 | $606.0K | 0.15% | +63+0.6% | Added |
| Highlander Capital Management, LLC | 10,825 | $611.0K | 0.21% | 00.0% | Unchanged |
| Stephens Inc | 10,870 | $613.5K | 0.01% | +4,331+66.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $614.1K | 0.04% | +10,881 | New |
| Peddock Capital Advisors, LLC | 11,074 | $625.0K | 0.16% | −89−0.8% | Reduced |
| Independent Financial Group, LLC | 11,119 | $627.6K | 0.03% | −3,251−22.6% | Reduced |
| Global Retirement Partners, LLC | 11,121 | $627.7K | 0.02% | −1,006−8.3% | Reduced |
| J.W. Cole Advisors, Inc. | 11,240 | $634.4K | 0.03% | −263−2.3% | Reduced |
| Achmea Investment Management B.V. | 11,619 | $656.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,648 | $657.4K | 0.01% | −788−6.3% | Reduced |
| Adams Wealth Management | 11,692 | $659.9K | 0.16% | +384+3.4% | Added |
| Virtu Financial LLC | 11,701 | $660.0K | 0.05% | +7,618+186.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,712 | $661.0K | 0.03% | +6,312+116.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,831 | $667.7K | 0.00% | +554+4.9% | Added |
| Howe & Rusling Inc | 11,886 | $670.8K | 0.06% | −13−0.1% | Reduced |
| Raymond James Trust N.A. | 11,905 | $671.9K | 0.02% | +737+6.6% | Added |
| Liberty One Investment Management, LLC | 11,917 | $672.6K | 0.08% | +1,830+18.1% | Added |
| Coldstream Capital Management Inc | 12,248 | $691.3K | 0.02% | +1,998+19.5% | Added |
| Beacon Investment Advisory Services, Inc. | 12,395 | $699.6K | 0.03% | −1,013−7.6% | Reduced |
| Samalin Investment Counsel, LLC | 12,429 | $701.5K | 0.33% | −536−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 12,436 | $701.9K | 0.02% | −6,400−34.0% | Reduced |
| Heirloom Wealth Management | 12,453 | $702.8K | 0.24% | −88−0.7% | Reduced |
| C2C Wealth Management, LLC | 12,463 | $703.4K | 0.70% | −1,000−7.4% | Reduced |
| Sigma Planning Corp | 12,476 | $704.2K | 0.02% | +6,445+106.9% | Added |
| Aurora Private Wealth, Inc. | 12,580 | $705.0K | 0.61% | −882−6.6% | Reduced |
| EverSource Wealth Advisors, LLC | 13,466 | $738.5K | 0.06% | +11,674+651.5% | Added |
| Ethic Inc. | 13,208 | $745.5K | 0.02% | −9,773−42.5% | Reduced |
| Mackenzie Financial Corp | 13,398 | $756.2K | 0.00% | +4,719+54.4% | Added |
| Nordea Investment Management AB | 13,527 | $761.0K | 0.00% | −490−3.5% | Reduced |
| Colonial Trust Co | 13,587 | $766.8K | 0.14% | −2,490−15.5% | Reduced |
| RMB Capital Management, LLC | 13,669 | $771.5K | 0.02% | −700−4.9% | Reduced |
| Vista Investment Management | 13,674 | $771.8K | 0.31% | +226+1.7% | Added |
| Client 1st Advisory Group, LLC | 13,734 | $775.1K | 0.35% | −49−0.4% | Reduced |
| HGI Capital Management, LLC | 13,818 | $779.9K | 0.84% | +13,818 | New |
| Stratos Wealth Partners, LTD. | 13,819 | $780.0K | 0.01% | −3,106−18.4% | Reduced |
| Royal Fund Management, LLC | 14,056 | $793.2K | 0.09% | +971+7.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,159 | $799.2K | 0.00% | +1,275+9.9% | Added |
| La Banque Postale Asset Management SA | 14,505 | $818.7K | 0.03% | +6,940+91.7% | Added |
| Steward Partners Investment Advisory, LLC | 14,547 | $821.0K | 0.01% | −499−3.3% | Reduced |
| Texas Yale Capital Corp. | 14,595 | $823.8K | 0.04% | −296−2.0% | Reduced |
| HBK Sorce Advisory LLC | 14,678 | $828.4K | 0.03% | +149+1.0% | Added |
| Principal Securities, Inc. | 15,168 | $856.1K | 0.03% | +488+3.3% | Added |
| Panagora Asset Management Inc | 15,208 | $858.3K | 0.00% | −1,000−6.2% | Reduced |
| Walleye Capital LLC | 15,253 | $860.9K | 0.01% | +15,253 | New |
| Penserra Capital Management LLC | 15,278 | $861.0K | 0.01% | +1,761+13.0% | Added |
| Natixis Advisors, L.P. | 15,271 | $862.0K | 0.00% | +1,053+7.4% | Added |
| Vestcor Inc | 15,335 | $866.0K | 0.03% | +10,840+241.2% | Added |
| Crossmark Global Holdings, Inc. | 15,361 | $867.0K | 0.02% | +256+1.7% | Added |
| Warren Averett Asset Management, LLC | 15,362 | $867.0K | 0.02% | −1,363−8.1% | Reduced |
| Maryland State Retirement & Pension System | 16,211 | $868.4K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,104 | $888.1K | 0.02% | +2,058+14.7% | Added |
| Founders Financial Alliance, LLC | 15,973 | $901.5K | 0.27% | −582−3.5% | Reduced |
| Alpha Omega Wealth Management LLC | 16,043 | $905.4K | 0.17% | 00.0% | Unchanged |
| Bank of Nova Scotia | 16,147 | $911.3K | 0.00% | −582−3.5% | Reduced |
| Pathstone Holdings, LLC | 16,216 | $915.2K | 0.00% | +5,405+50.0% | Added |
| Paradigm Financial Partners, LLC | 16,217 | $915.3K | 0.20% | −1,486−8.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,297 | $919.8K | 0.24% | −11,313−41.0% | Reduced |
| United Services Automobile Association | 16,544 | $933.7K | 0.02% | +16,544 | New |
| Schroder Investment Management Group | 16,589 | $936.3K | 0.00% | −245−1.5% | Reduced |
| Belpointe Asset Management LLC | 16,603 | $937.1K | 0.07% | −428−2.5% | Reduced |
| DoubleLine ETF Adviser LP | 16,709 | $943.1K | 0.24% | +1,662+11.0% | Added |
| SRS Capital Advisors, Inc. | 16,975 | $958.0K | 0.10% | +53+0.3% | Added |
| Harbor Investment Advisory, LLC | 17,152 | $968.0K | 0.10% | +28+0.2% | Added |
| Mediolanum International Funds Ltd | 17,410 | $974.4K | 0.02% | +17,410 | New |
| Geneos Wealth Management Inc. | 17,462 | $985.6K | 0.05% | −536−3.0% | Reduced |
| Gulf International Bank (UK) Ltd | 17,738 | $1.00M | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 17,776 | $1.00M | 0.07% | +17,776 | New |
| Ashton Thomas Private Wealth, LLC | 17,940 | $1.01M | 0.06% | +4,433+32.8% | Added |