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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 34,733 | $1.96M | 0.06% | +34,733 | New |
| DnB Asset Management AS | 34,262 | $1.93M | 0.01% | −10,767−23.9% | Reduced |
| Weaver Consulting Group | 33,921 | $1.91M | 0.71% | +278+0.8% | Added |
| Pathway Financial Advisers, LLC | 33,600 | $1.90M | 0.68% | +1,588+5.0% | Added |
| TD Asset Management Inc | 33,242 | $1.88M | 0.00% | +547+1.7% | Added |
| Voya Investment Management LLC | 33,230 | $1.88M | 0.00% | −5,348−13.9% | Reduced |
| Gradient Capital Advisors, LLC | 32,894 | $1.86M | 0.68% | −1,286−3.8% | Reduced |
| Investmark Advisory Group LLC | 32,823 | $1.85M | 1.02% | +76+0.2% | Added |
| Excalibur Management Corp | 32,325 | $1.82M | 0.77% | +1,570+5.1% | Added |
| Swedbank AB | 31,959 | $1.80M | 0.00% | −60−0.2% | Reduced |
| XML Financial, LLC | 31,917 | $1.80M | 0.18% | +31,917 | New |
| Wolverine Asset Management LLC | 31,836 | $1.80M | 0.03% | +27,797+688.2% | Added |
| CWM Advisors, LLC | 31,827 | $1.80M | 0.18% | +4,330+15.7% | Added |
| Vident Advisory, LLC | 30,970 | $1.75M | 0.04% | −7,268−19.0% | Reduced |
| Bank of Montreal | 31,152 | $1.75M | 0.00% | −3,434−9.9% | Reduced |
| M&T Bank Corp | 30,808 | $1.74M | 0.01% | −383−1.2% | Reduced |
| Neuberger Berman Group LLC | 30,457 | $1.72M | 0.00% | −6,362−17.3% | Reduced |
| 1832 Asset Management L.P. | 30,434 | $1.72M | 0.00% | +3,485+12.9% | Added |
| Presima Inc. | 30,286 | $1.71M | 0.40% | −950−3.0% | Reduced |
| Paradiem, LLC | 29,717 | $1.68M | 0.41% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 29,679 | $1.68M | 0.05% | +4,065+15.9% | Added |
| Wellington Management Group LLP | 29,205 | $1.65M | 0.00% | +1,731+6.3% | Added |
| Bahl & Gaynor Inc | 29,123 | $1.64M | 0.01% | −533−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 28,771 | $1.62M | 0.00% | −9,228−24.3% | Reduced |
| TFG Advisers LLC | 28,641 | $1.62M | 0.63% | −50.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 27,876 | $1.57M | 0.00% | −1,064−3.7% | Reduced |
| Hilltop Partners LLC | 27,468 | $1.55M | 0.55% | −1,068−3.7% | Reduced |
| Moors & Cabot, Inc. | 27,292 | $1.54M | 0.08% | +201+0.7% | Added |
| Wealthcare Advisory Partners LLC | 26,996 | $1.52M | 0.05% | −363−1.3% | Reduced |
| Blair William & Co | 26,859 | $1.52M | 0.00% | −22,072−45.1% | Reduced |
| Lakeview Capital Partners, LLC | 26,847 | $1.52M | 0.25% | +620+2.4% | Added |
| British Columbia Investment Management Corp | 26,108 | $1.47M | 0.01% | +1,480+6.0% | Added |
| Prudential Financial Inc | 25,979 | $1.47M | 0.00% | −21,368−45.1% | Reduced |
| Griffin Asset Management, Inc. | 25,810 | $1.46M | 0.17% | +1,094+4.4% | Added |
| Associated Banc-Corp | 24,800 | $1.40M | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 24,749 | $1.40M | 0.02% | −902−3.5% | Reduced |
| Stifel Financial Corp | 24,591 | $1.39M | 0.00% | −2,855−10.4% | Reduced |
| Richard P Slaughter Associates Inc | 24,244 | $1.37M | 0.33% | +577+2.4% | Added |
| JustInvest LLC | 24,156 | $1.36M | 0.03% | +583+2.5% | Added |
| AQR Capital Management LLC | 24,127 | $1.36M | 0.00% | −24,575−50.5% | Reduced |
| Adams Asset Advisors, LLC | 24,057 | $1.36M | 0.18% | +1,784+8.0% | Added |
| KBC Group NV | 23,628 | $1.33M | 0.00% | +3,486+17.3% | Added |
| Toronto Dominion Bank | 22,884 | $1.29M | 0.00% | −27,856−54.9% | Reduced |
| Horan Capital Advisors, LLC. | 22,808 | $1.29M | 0.46% | −582−2.5% | Reduced |
| Gamco Investors, Inc. Et Al | 22,600 | $1.28M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 21,853 | $1.23M | 0.01% | +634+3.0% | Added |
| Horizon Kinetics Asset Management LLC | 21,800 | $1.23M | 0.02% | +2,000+10.1% | Added |
| Federated Hermes, Inc. | 21,556 | $1.22M | 0.00% | −1,845−7.9% | Reduced |
| WCG Wealth Advisors LLC | 21,150 | $1.19M | 0.10% | +352+1.7% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.19M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 21,036 | $1.19M | 0.01% | +235+1.1% | Added |
| Captrust Financial Advisors | 21,004 | $1.19M | 0.00% | −6,470−23.5% | Reduced |
| Centiva Capital, LP | 20,790 | $1.17M | 0.07% | +20,502+7,118.8% | Added |
| Susquehanna International Group, LLP | 20,703 | $1.17M | 0.00% | −110,033−84.2% | Reduced |
| Arete Wealth Advisors, LLC | 20,623 | $1.16M | 0.11% | −156−0.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $1.16M | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 20,200 | $1.14M | 0.23% | −7,000−25.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,183 | $1.14M | 0.01% | +1,753+9.5% | Added |
| Erste Asset Management GmbH | 20,200 | $1.13M | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 19,980 | $1.13M | 0.03% | +1,303+7.0% | Added |
| Atria Investments LLC | 19,449 | $1.10M | 0.02% | +3,466+21.7% | Added |
| Cerity Partners LLC | 19,304 | $1.09M | 0.00% | +3,884+25.2% | Added |
| Janus Henderson Group PLC | 19,206 | $1.08M | 0.00% | +40.0% | Added |
| RB Capital Management, LLC | 19,150 | $1.08M | 0.29% | −1,016−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 18,932 | $1.07M | 0.00% | +4,352+29.8% | Added |
| LRI Investments, LLC | 18,916 | $1.07M | 0.27% | +18,916 | New |
| Lazard Asset Management LLC | 18,694 | $1.05M | 0.00% | −39,257−67.7% | Reduced |
| Cornerstone Wealth Management, LLC | 18,530 | $1.05M | 0.08% | +673+3.8% | Added |
| Metis Global Partners, LLC | 18,489 | $1.04M | 0.04% | +535+3.0% | Added |
| Naviter Wealth, LLC | 18,116 | $1.04M | 0.17% | +2,691+17.4% | Added |
| Jeppson Wealth Management, LLC | 18,336 | $1.03M | 0.40% | −2,464−11.8% | Reduced |
| Wealthstar Advisors, LLC | 18,140 | $1.02M | 0.36% | −3,692−16.9% | Reduced |
| Securian Asset Management, Inc | 17,982 | $1.01M | 0.03% | −472−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,940 | $1.01M | 0.06% | +4,433+32.8% | Added |
| Prelude Capital Management, LLC | 17,776 | $1.00M | 0.07% | +17,776 | New |
| Gulf International Bank (UK) Ltd | 17,738 | $1.00M | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17,462 | $985.6K | 0.05% | −536−3.0% | Reduced |
| Mediolanum International Funds Ltd | 17,410 | $974.4K | 0.02% | +17,410 | New |
| Harbor Investment Advisory, LLC | 17,152 | $968.0K | 0.10% | +28+0.2% | Added |
| SRS Capital Advisors, Inc. | 16,975 | $958.0K | 0.10% | +53+0.3% | Added |
| DoubleLine ETF Adviser LP | 16,709 | $943.1K | 0.24% | +1,662+11.0% | Added |
| Belpointe Asset Management LLC | 16,603 | $937.1K | 0.07% | −428−2.5% | Reduced |
| Schroder Investment Management Group | 16,589 | $936.3K | 0.00% | −245−1.5% | Reduced |
| United Services Automobile Association | 16,544 | $933.7K | 0.02% | +16,544 | New |
| Mission Creek Capital Partners, Inc. | 16,297 | $919.8K | 0.24% | −11,313−41.0% | Reduced |
| Paradigm Financial Partners, LLC | 16,217 | $915.3K | 0.20% | −1,486−8.4% | Reduced |
| Pathstone Holdings, LLC | 16,216 | $915.2K | 0.00% | +5,405+50.0% | Added |
| Bank of Nova Scotia | 16,147 | $911.3K | 0.00% | −582−3.5% | Reduced |
| Alpha Omega Wealth Management LLC | 16,043 | $905.4K | 0.17% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,973 | $901.5K | 0.27% | −582−3.5% | Reduced |
| National Asset Management, Inc. | 16,104 | $888.1K | 0.02% | +2,058+14.7% | Added |
| Maryland State Retirement & Pension System | 16,211 | $868.4K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,362 | $867.0K | 0.02% | −1,363−8.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,361 | $867.0K | 0.02% | +256+1.7% | Added |
| Vestcor Inc | 15,335 | $866.0K | 0.03% | +10,840+241.2% | Added |
| Natixis Advisors, L.P. | 15,271 | $862.0K | 0.00% | +1,053+7.4% | Added |
| Penserra Capital Management LLC | 15,278 | $861.0K | 0.01% | +1,761+13.0% | Added |
| Walleye Capital LLC | 15,253 | $860.9K | 0.01% | +15,253 | New |
| Panagora Asset Management Inc | 15,208 | $858.3K | 0.00% | −1,000−6.2% | Reduced |
| Principal Securities, Inc. | 15,168 | $856.1K | 0.03% | +488+3.3% | Added |