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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.

Institutional holdersQ1 2024: 773 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ1 2024: $8.71B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Octavia Wealth Advisors, LLC0$00.00%−5,297−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−5,248−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−5,029−100.0%Sold out
Philip James Wealth Mangement, LLC0$00.00%−4,232−100.0%Sold out
Telos Capital Management, Inc.0$00.00%−4,230−100.0%Sold out
Wedbush Securities Inc0$00.00%−4,183−100.0%Sold out
Napa Wealth Management0$00.00%−4,022−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,927−100.0%Sold out
Plancorp, LLC0$00.00%−3,840−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−3,835−100.0%Sold out
Ellevest, Inc.0$00.00%−3,827−100.0%Sold out
Concord Asset Management, LLC0$00.00%−3,740−100.0%Sold out
Nebula Research & Development LLC0$00.00%−3,713−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−3,528−100.0%Sold out
Detalus Advisors, LLC0$00.00%−3,500−100.0%Sold out
Archetype Wealth Partners0$00.00%−3,414−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−3,363−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−3,350−100.0%Sold out
Naples Global Advisors, LLC0$00.00%−3,300−100.0%Sold out
Beacon Bridge Wealth Partners, LLC0$00.00%−3,332−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−3,296−100.0%Sold out
Bridgewealth Advisory Group, LLC0$00.00%−3,276−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−3,269−100.0%Sold out
Keybank National Association0$00.00%−3,236−100.0%Sold out
KPP Advisory Services LLC0$00.00%−3,225−100.0%Sold out
Ritholtz Wealth Management0$00.00%−3,206−100.0%Sold out
Leo Wealth, LLC0$00.00%−3,332−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−3,085−100.0%Sold out
Glassman Wealth Services0$00.00%−2,811−100.0%Sold out
Laraway Financial Inc0$00.00%−2,751−100.0%Sold out
Northwest Financial Advisors0$00.00%−2,030−100.0%Sold out
Bramshill Investments, LLC0$00.00%−2,027−100.0%Sold out
Planned Solutions, Inc.0$00.00%−1,543−100.0%Sold out
Barrett & Company, Inc.0$00.00%−702−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−509−100.0%Sold out
EdgeRock Capital LLC0$00.00%−526−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−500−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−500−100.0%Sold out
Central Bank & Trust Co0$00.00%−426−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−325−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−302−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−300−100.0%Sold out
Beacon Capital Management, Inc.0$00.00%−224−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−203−100.0%Sold out
Rogco, LP0$00.00%−190−100.0%Sold out
Chilton Capital Management LLC0$00.00%−180−100.0%Sold out
Spotlight Asset Group, Inc.0$00.00%−190−100.0%Sold out
American State Bank (Iowa)0$00.00%−109−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−50−100.0%Sold out
LM Advisors LLC0$00.00%−42−100.0%Sold out
Arlington Trust Co LLC0$00.00%−23−100.0%Sold out
Hudson Portfolio Management LLC––––Not filed
DFPG Investments, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Baystate Wealth Management LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Provence Wealth Management Group––––Not filed
Hobbs Group Advisors, LLC––––Not filed