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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 14,678 | $828.4K | 0.03% | +149+1.0% | Added |
| Texas Yale Capital Corp. | 14,595 | $823.8K | 0.04% | −296−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,547 | $821.0K | 0.01% | −499−3.3% | Reduced |
| La Banque Postale Asset Management SA | 14,505 | $818.7K | 0.03% | +6,940+91.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,159 | $799.2K | 0.00% | +1,275+9.9% | Added |
| Royal Fund Management, LLC | 14,056 | $793.2K | 0.09% | +971+7.4% | Added |
| Stratos Wealth Partners, LTD. | 13,819 | $780.0K | 0.01% | −3,106−18.4% | Reduced |
| HGI Capital Management, LLC | 13,818 | $779.9K | 0.84% | +13,818 | New |
| Client 1st Advisory Group, LLC | 13,734 | $775.1K | 0.35% | −49−0.4% | Reduced |
| Vista Investment Management | 13,674 | $771.8K | 0.31% | +226+1.7% | Added |
| RMB Capital Management, LLC | 13,669 | $771.5K | 0.02% | −700−4.9% | Reduced |
| Colonial Trust Co | 13,587 | $766.8K | 0.14% | −2,490−15.5% | Reduced |
| Nordea Investment Management AB | 13,527 | $761.0K | 0.00% | −490−3.5% | Reduced |
| Mackenzie Financial Corp | 13,398 | $756.2K | 0.00% | +4,719+54.4% | Added |
| Ethic Inc. | 13,208 | $745.5K | 0.02% | −9,773−42.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13,466 | $738.5K | 0.06% | +11,674+651.5% | Added |
| Aurora Private Wealth, Inc. | 12,580 | $705.0K | 0.61% | −882−6.6% | Reduced |
| Sigma Planning Corp | 12,476 | $704.2K | 0.02% | +6,445+106.9% | Added |
| C2C Wealth Management, LLC | 12,463 | $703.4K | 0.70% | −1,000−7.4% | Reduced |
| Heirloom Wealth Management | 12,453 | $702.8K | 0.24% | −88−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 12,436 | $701.9K | 0.02% | −6,400−34.0% | Reduced |
| Samalin Investment Counsel, LLC | 12,429 | $701.5K | 0.33% | −536−4.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,395 | $699.6K | 0.03% | −1,013−7.6% | Reduced |
| Coldstream Capital Management Inc | 12,248 | $691.3K | 0.02% | +1,998+19.5% | Added |
| Liberty One Investment Management, LLC | 11,917 | $672.6K | 0.08% | +1,830+18.1% | Added |
| Raymond James Trust N.A. | 11,905 | $671.9K | 0.02% | +737+6.6% | Added |
| Howe & Rusling Inc | 11,886 | $670.8K | 0.06% | −13−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,831 | $667.7K | 0.00% | +554+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,712 | $661.0K | 0.03% | +6,312+116.9% | Added |
| Virtu Financial LLC | 11,701 | $660.0K | 0.05% | +7,618+186.6% | Added |
| Adams Wealth Management | 11,692 | $659.9K | 0.16% | +384+3.4% | Added |
| Advisory Services Network, LLC | 11,648 | $657.4K | 0.01% | −788−6.3% | Reduced |
| Achmea Investment Management B.V. | 11,619 | $656.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,240 | $634.4K | 0.03% | −263−2.3% | Reduced |
| Global Retirement Partners, LLC | 11,121 | $627.7K | 0.02% | −1,006−8.3% | Reduced |
| Independent Financial Group, LLC | 11,119 | $627.6K | 0.03% | −3,251−22.6% | Reduced |
| Peddock Capital Advisors, LLC | 11,074 | $625.0K | 0.16% | −89−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $614.1K | 0.04% | +10,881 | New |
| Stephens Inc | 10,870 | $613.5K | 0.01% | +4,331+66.2% | Added |
| Highlander Capital Management, LLC | 10,825 | $611.0K | 0.21% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,737 | $606.0K | 0.15% | +63+0.6% | Added |
| Concurrent Investment Advisors, LLC | 10,725 | $605.3K | 0.02% | −236−2.2% | Reduced |
| ProShare Advisors LLC | 10,672 | $602.3K | 0.00% | −830−7.2% | Reduced |
| Cooper Financial Group | 10,657 | $601.5K | 0.10% | −449−4.0% | Reduced |
| Lockheed Martin Investment Management Co | 9,075 | $593.8K | 0.04% | −2,800−23.6% | Reduced |
| Norinchukin Bank, The | 10,471 | $591.0K | 0.02% | −139−1.3% | Reduced |
| Flagship Private Wealth, LLC | 10,437 | $589.1K | 0.38% | −713−6.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $587.0K | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,347 | $584.0K | 0.01% | +592+6.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,335 | $583.3K | 0.11% | +1,370+15.3% | Added |
| Arkadios Wealth Advisors | 10,332 | $583.1K | 0.05% | +54+0.5% | Added |
| Ossiam | 10,317 | $582.3K | 0.01% | −2,016−16.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,195 | $575.4K | 0.03% | +10,195 | New |
| CIC Wealth, LLC | 10,128 | $571.6K | 0.17% | +2,125+26.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,002 | $564.5K | 0.01% | +4,634+86.3% | Added |
| Summit Financial, LLC | 9,850 | $564.5K | 0.03% | +9,850 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $562.2K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,944 | $561.2K | 0.00% | +2,339+30.8% | Added |
| Northwestern Mutual Wealth Management Co | 9,877 | $557.5K | 0.00% | +929+10.4% | Added |
| Accel Wealth Management | 9,852 | $556.0K | 0.24% | +124+1.3% | Added |
| LGT Financial Advisors LLC | 9,830 | $554.8K | 0.64% | −1,411−12.6% | Reduced |
| Entropy Technologies, LP | 9,760 | $550.9K | 0.06% | +9,760 | New |
| LVW Advisors, LLC | 9,747 | $550.1K | 0.09% | +5,842+149.6% | Added |
| Old Port Advisors | 9,674 | $546.0K | 0.17% | +1,037+12.0% | Added |
| Pinnacle Financial Partners Inc | 9,657 | $545.0K | 0.01% | −26−0.3% | Reduced |
| First National Trust Co | 9,628 | $543.4K | 0.02% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 9,851 | $542.8K | 0.32% | 00.0% | Unchanged |
| MKT Advisors LLC | 9,717 | $540.8K | 0.30% | +34+0.4% | Added |
| Apollon Wealth Management, LLC | 9,541 | $538.5K | 0.02% | −7,963−45.5% | Reduced |
| Centersquare Investment Management LLC | 9,799 | $537.4K | 0.01% | −9,230−48.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,505 | $536.5K | 0.34% | +77+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 9,479 | $535.0K | 0.01% | +12+0.1% | Added |
| Commerce Bank | 9,426 | $532.0K | 0.00% | −1,266−11.8% | Reduced |
| Independent Advisor Alliance | 9,298 | $524.8K | 0.02% | −1,642−15.0% | Reduced |
| Versor Investments LP | 9,292 | $524.4K | 0.11% | −14,600−61.1% | Reduced |
| GWM Advisors LLC | 9,269 | $523.1K | 0.00% | −34−0.4% | Reduced |
| Demars Financial Group, LLC | 9,223 | $520.5K | 0.26% | +9,223 | New |
| Shelton Capital Management | 9,221 | $520.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 9,131 | $515.4K | 0.00% | +9+0.1% | Added |
| Herold Advisors, Inc. | 9,095 | $513.3K | 0.12% | +77+0.9% | Added |
| NBC Securities, Inc. | 8,870 | $511.0K | 0.05% | +1,710+23.9% | Added |
| TownSquare Capital, LLC | 9,040 | $510.2K | 0.01% | +1,698+23.1% | Added |
| Wolverine Trading, LLC | 9,015 | $508.8K | 0.01% | +9,015 | New |
| Intech Investment Management LLC | 9,005 | $508.2K | 0.01% | +5,303+143.2% | Added |
| Lincoln National Corp | 8,913 | $503.0K | 0.01% | +6+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,915 | $503.0K | 0.00% | −42,473−82.7% | Reduced |
| IHT Wealth Management, LLC | 8,908 | $502.8K | 0.02% | −1,463−14.1% | Reduced |
| Clear Creek Financial Management, LLC | 8,905 | $502.6K | 0.06% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 8,875 | $501.0K | 0.13% | 00.0% | Unchanged |
| FLC Capital Advisors | 8,811 | $497.3K | 0.13% | −1,739−16.5% | Reduced |
| Per Stirling Capital Management, LLC. | 8,723 | $492.3K | 0.08% | +225+2.6% | Added |
| PFG Investments, LLC | 8,720 | $492.2K | 0.03% | +8,720 | New |
| APG Asset Management N.V. | 9,347 | $488.5K | 0.00% | +2,300+32.6% | Added |
| Austin Private Wealth, LLC | 8,821 | $484.6K | 0.06% | +814+10.2% | Added |
| XTX Topco Ltd | 8,579 | $484.2K | 0.07% | +8,579 | New |
| Candriam Luxembourg S.C.A. | 8,490 | $479.2K | 0.00% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 8,479 | $478.6K | 0.16% | −5,566−39.6% | Reduced |
| Archer Investment Corp | 8,348 | $471.2K | 0.14% | +2,080+33.2% | Added |
| Inspire Advisors, LLC | 8,289 | $467.8K | 0.06% | +1,867+29.1% | Added |
| Resources Investment Advisors, LLC. | 8,274 | $467.0K | 0.01% | −113−1.3% | Reduced |