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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 17,982 | $1.01M | 0.03% | −472−2.6% | Reduced |
| Wealthstar Advisors, LLC | 18,140 | $1.02M | 0.36% | −3,692−16.9% | Reduced |
| Jeppson Wealth Management, LLC | 18,336 | $1.03M | 0.40% | −2,464−11.8% | Reduced |
| Naviter Wealth, LLC | 18,116 | $1.04M | 0.17% | +2,691+17.4% | Added |
| Metis Global Partners, LLC | 18,489 | $1.04M | 0.04% | +535+3.0% | Added |
| Cornerstone Wealth Management, LLC | 18,530 | $1.05M | 0.08% | +673+3.8% | Added |
| Lazard Asset Management LLC | 18,694 | $1.05M | 0.00% | −39,257−67.7% | Reduced |
| LRI Investments, LLC | 18,916 | $1.07M | 0.27% | +18,916 | New |
| Rockefeller Capital Management L.P. | 18,932 | $1.07M | 0.00% | +4,352+29.8% | Added |
| RB Capital Management, LLC | 19,150 | $1.08M | 0.29% | −1,016−5.0% | Reduced |
| Janus Henderson Group PLC | 19,206 | $1.08M | 0.00% | +40.0% | Added |
| Cerity Partners LLC | 19,304 | $1.09M | 0.00% | +3,884+25.2% | Added |
| Atria Investments LLC | 19,449 | $1.10M | 0.02% | +3,466+21.7% | Added |
| Elo Mutual Pension Insurance Co | 19,980 | $1.13M | 0.03% | +1,303+7.0% | Added |
| Erste Asset Management GmbH | 20,200 | $1.13M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,183 | $1.14M | 0.01% | +1,753+9.5% | Added |
| Spirit of America Management Corp | 20,200 | $1.14M | 0.23% | −7,000−25.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $1.16M | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,623 | $1.16M | 0.11% | −156−0.8% | Reduced |
| Susquehanna International Group, LLP | 20,703 | $1.17M | 0.00% | −110,033−84.2% | Reduced |
| Centiva Capital, LP | 20,790 | $1.17M | 0.07% | +20,502+7,118.8% | Added |
| Captrust Financial Advisors | 21,004 | $1.19M | 0.00% | −6,470−23.5% | Reduced |
| Public Sector Pension Investment Board | 21,036 | $1.19M | 0.01% | +235+1.1% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.19M | 0.01% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 21,150 | $1.19M | 0.10% | +352+1.7% | Added |
| Federated Hermes, Inc. | 21,556 | $1.22M | 0.00% | −1,845−7.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 21,800 | $1.23M | 0.02% | +2,000+10.1% | Added |
| CWM, LLC | 21,853 | $1.23M | 0.01% | +634+3.0% | Added |
| Gamco Investors, Inc. Et Al | 22,600 | $1.28M | 0.01% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 22,808 | $1.29M | 0.46% | −582−2.5% | Reduced |
| Toronto Dominion Bank | 22,884 | $1.29M | 0.00% | −27,856−54.9% | Reduced |
| KBC Group NV | 23,628 | $1.33M | 0.00% | +3,486+17.3% | Added |
| Adams Asset Advisors, LLC | 24,057 | $1.36M | 0.18% | +1,784+8.0% | Added |
| AQR Capital Management LLC | 24,127 | $1.36M | 0.00% | −24,575−50.5% | Reduced |
| JustInvest LLC | 24,156 | $1.36M | 0.03% | +583+2.5% | Added |
| Richard P Slaughter Associates Inc | 24,244 | $1.37M | 0.33% | +577+2.4% | Added |
| Stifel Financial Corp | 24,591 | $1.39M | 0.00% | −2,855−10.4% | Reduced |
| Integrated Wealth Concepts LLC | 24,749 | $1.40M | 0.02% | −902−3.5% | Reduced |
| Associated Banc-Corp | 24,800 | $1.40M | 0.04% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 25,810 | $1.46M | 0.17% | +1,094+4.4% | Added |
| Prudential Financial Inc | 25,979 | $1.47M | 0.00% | −21,368−45.1% | Reduced |
| British Columbia Investment Management Corp | 26,108 | $1.47M | 0.01% | +1,480+6.0% | Added |
| Lakeview Capital Partners, LLC | 26,847 | $1.52M | 0.25% | +620+2.4% | Added |
| Blair William & Co | 26,859 | $1.52M | 0.00% | −22,072−45.1% | Reduced |
| Wealthcare Advisory Partners LLC | 26,996 | $1.52M | 0.05% | −363−1.3% | Reduced |
| Moors & Cabot, Inc. | 27,292 | $1.54M | 0.08% | +201+0.7% | Added |
| Hilltop Partners LLC | 27,468 | $1.55M | 0.55% | −1,068−3.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 27,876 | $1.57M | 0.00% | −1,064−3.7% | Reduced |
| TFG Advisers LLC | 28,641 | $1.62M | 0.63% | −50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 28,771 | $1.62M | 0.00% | −9,228−24.3% | Reduced |
| Bahl & Gaynor Inc | 29,123 | $1.64M | 0.01% | −533−1.8% | Reduced |
| Wellington Management Group LLP | 29,205 | $1.65M | 0.00% | +1,731+6.3% | Added |
| Mutual Advisors, LLC | 29,679 | $1.68M | 0.05% | +4,065+15.9% | Added |
| Paradiem, LLC | 29,717 | $1.68M | 0.41% | 00.0% | Unchanged |
| Presima Inc. | 30,286 | $1.71M | 0.40% | −950−3.0% | Reduced |
| 1832 Asset Management L.P. | 30,434 | $1.72M | 0.00% | +3,485+12.9% | Added |
| Neuberger Berman Group LLC | 30,457 | $1.72M | 0.00% | −6,362−17.3% | Reduced |
| M&T Bank Corp | 30,808 | $1.74M | 0.01% | −383−1.2% | Reduced |
| Bank of Montreal | 31,152 | $1.75M | 0.00% | −3,434−9.9% | Reduced |
| Vident Advisory, LLC | 30,970 | $1.75M | 0.04% | −7,268−19.0% | Reduced |
| CWM Advisors, LLC | 31,827 | $1.80M | 0.18% | +4,330+15.7% | Added |
| Wolverine Asset Management LLC | 31,836 | $1.80M | 0.03% | +27,797+688.2% | Added |
| XML Financial, LLC | 31,917 | $1.80M | 0.18% | +31,917 | New |
| Swedbank AB | 31,959 | $1.80M | 0.00% | −60−0.2% | Reduced |
| Excalibur Management Corp | 32,325 | $1.82M | 0.77% | +1,570+5.1% | Added |
| Investmark Advisory Group LLC | 32,823 | $1.85M | 1.02% | +76+0.2% | Added |
| Gradient Capital Advisors, LLC | 32,894 | $1.86M | 0.68% | −1,286−3.8% | Reduced |
| Voya Investment Management LLC | 33,230 | $1.88M | 0.00% | −5,348−13.9% | Reduced |
| TD Asset Management Inc | 33,242 | $1.88M | 0.00% | +547+1.7% | Added |
| Pathway Financial Advisers, LLC | 33,600 | $1.90M | 0.68% | +1,588+5.0% | Added |
| Weaver Consulting Group | 33,921 | $1.91M | 0.71% | +278+0.8% | Added |
| DnB Asset Management AS | 34,262 | $1.93M | 0.01% | −10,767−23.9% | Reduced |
| Boothbay Fund Management, LLC | 34,733 | $1.96M | 0.06% | +34,733 | New |
| US Bancorp | 35,203 | $1.99M | 0.00% | +244+0.7% | Added |
| FORA Capital, LLC | 35,906 | $2.03M | 0.17% | +35,906 | New |
| Sowell Financial Services LLC | 35,682 | $2.04M | 0.10% | −2,651−6.9% | Reduced |
| Lecap Asset Management Ltd | 36,612 | $2.07M | 0.43% | +20,148+122.4% | Added |
| Ostrum Asset Management | 36,693 | $2.07M | 0.16% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,876 | $2.08M | 0.02% | +200+0.5% | Added |
| Xponance, Inc. | 37,333 | $2.11M | 0.02% | +10,735+40.4% | Added |
| Inspirion Wealth Advisors, LLC | 37,361 | $2.11M | 0.35% | −2,549−6.4% | Reduced |
| Colonial Trust Advisors | 37,657 | $2.13M | 0.21% | −6,109−14.0% | Reduced |
| HBW Advisory Services LLC | 33,383 | $2.16M | 0.41% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 40,754 | $2.30M | 0.00% | −3,611−8.1% | Reduced |
| Jane Street Group, LLC | 41,179 | $2.32M | 0.00% | −176,020−81.0% | Reduced |
| Agf Management Ltd | 41,464 | $2.34M | 0.01% | −6,460−13.5% | Reduced |
| Wealthfront Advisers LLC | 41,674 | $2.35M | 0.01% | +9,265+28.6% | Added |
| IFM Investors Pty Ltd | 42,360 | $2.39M | 0.03% | −2,128−4.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 42,545 | $2.40M | 0.01% | +2,700+6.8% | Added |
| Pensionfund Sabic | 43,304 | $2.44M | 0.72% | +3,000+7.4% | Added |
| New Mexico Educational Retirement Board | 43,400 | $2.45M | 0.09% | 00.0% | Unchanged |
| Capital Square, LLC | 45,636 | $2.58M | 1.82% | +3,212+7.6% | Added |
| Wellington Shields Capital Management, LLC | 46,198 | $2.61M | 0.49% | −1,066−2.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 46,375 | $2.62M | 1.75% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 46,405 | $2.62M | 0.00% | +2,568+5.9% | Added |
| Ameritas Investment Partners, Inc. | 48,283 | $2.73M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 48,773 | $2.75M | 0.07% | +124+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 48,992 | $2.77M | 0.01% | +5,535+12.7% | Added |
| Brown, Lisle/Cummings, Inc. | 51,502 | $2.91M | 0.99% | +527+1.0% | Added |
| Avantax Advisory Services, Inc. | 52,260 | $2.95M | 0.03% | +1,117+2.2% | Added |