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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
Citadel Advisors LLC8,227$464.3K0.00%−13,006−61.3%Reduced
Insight Wealth Partners, LLC8,177$461.5K0.30%−335−3.9%Reduced
Wellington Shields & Co., LLC8,156$460.3K0.15%−774−8.7%Reduced
AE Wealth Management LLC8,147$459.8K0.01%−41,646−83.6%Reduced
GeoWealth Management, LLC8,106$457.5K0.02%+3,587+79.4%Added
Tower Research Capital LLC (TRC)8,067$455.3K0.01%−25,101−75.7%Reduced
Kingswood Wealth Advisors, LLC7,962$449.4K0.05%−323−3.9%Reduced
Quantinno Capital Management LP7,955$449.0K0.01%+2,298+40.6%Added
Campbell Wealth Management7,856$443.0K0.04%+1,783+29.4%Added
Boston Financial Mangement LLC7,800$440.2K0.01%00.0%Unchanged
Philadelphia Trust Co7,790$440.0K0.04%+500+6.9%Added
AXS Investments LLC7,771$438.6K0.11%00.0%Unchanged
Kerntke Otto McGlone Wealth Management Group7,746$437.2K0.43%−176−2.2%Reduced
Modern Wealth Management, LLC7,705$434.9K0.04%+7,705New
Robertson Stephens Wealth Management, LLC7,518$430.9K0.02%−369−4.7%Reduced
Kovack Advisors, Inc.7,601$429.0K0.05%+177+2.4%Added
Global Wealth Management Investment Advisory, Inc.7,585$428.1K0.10%+294+4.0%Added
Fifth Third Bancorp7,568$427.1K0.00%−358−4.5%Reduced
Centaurus Financial, Inc.7,502$423.0K0.03%−986−11.6%Reduced
Campbell & CO Investment Adviser LLC7,446$420.3K0.04%+7,446New
Axxcess Wealth Management, LLC7,278$410.8K0.01%−97−1.3%Reduced
D.A. Davidson & Co.7,267$410.2K0.00%−670−8.4%Reduced
Signaturefd, LLC7,235$408.3K0.01%−106−1.4%Reduced
Wetherby Asset Management Inc7,231$408.1K0.02%−217−2.9%Reduced
Burney Co7,228$407.9K0.02%−11−0.2%Reduced
Capital Investment Advisory Services, LLC7,217$407.3K0.04%−141−1.9%Reduced
E. Ohman J:or Asset Management AB7,200$406.4K0.01%00.0%Unchanged
Wambolt & Associates, LLC7,216$404.6K0.12%−2,678−27.1%Reduced
Family Legacy, Inc.7,138$402.9K0.14%−2,038−22.2%Reduced
We Are One Seven, LLC7,128$402.3K0.02%−98−1.4%Reduced
Empower Advisory Group, LLC7,122$402.0K0.00%+449+6.7%Added
CIBC Asset Management Inc7,119$401.8K0.00%+14+0.2%Added
Two Sigma Investments, LP7,113$401.5K0.00%+7,113New
Buckingham Strategic Partners6,993$394.7K0.01%−19−0.3%Reduced
Fisher Asset Management, LLC6,974$393.6K0.00%+163+2.4%Added
Optimum Investment Advisors6,907$389.8K0.18%−1,000−12.6%Reduced
Ballentine Partners, LLC6,889$388.8K0.01%−76−1.1%Reduced
Dudley Capital Management, LLC6,900$386.9K0.23%00.0%Unchanged
Perennial Investment Advisors, LLC6,815$384.6K0.06%+530+8.4%Added
Teamwork Financial Advisors, LLC6,805$384.1K0.06%+1,438+26.8%Added
Madden Securities Corp6,780$382.7K0.18%−1,550−18.6%Reduced
Metropolitan Life Insurance Co6,752$381.1K0.02%+57+0.9%Added
Crestwood Advisors Group LLC6,748$380.9K0.01%−20−0.3%Reduced
First City Capital Management, Inc.6,730$379.8K0.21%−33−0.5%Reduced
United Capital Financial Advisers, LLC6,723$379.4K0.00%−840−11.1%Reduced
Impact Partnership Wealth, LLC6,707$378.5K0.15%+6,707New
Sawyer & Company, Inc6,695$377.9K0.15%−200−2.9%Reduced
Scientech Research LLC6,638$374.6K0.20%+6,638New
Oppenheimer Asset Management Inc.6,625$373.9K0.01%−1,948−22.7%Reduced
Western Wealth Management, LLC6,615$373.4K0.03%−880−11.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S6,566$371.0K0.01%00.0%Unchanged
Focus Financial Network, Inc.6,682$365.2K0.02%+6,682New
Avion Wealth6,404$362.0K0.10%+9+0.1%Added
Kestra Private Wealth Services, LLC6,308$361.5K0.01%+6,308New
Profund Advisors LLC6,323$356.9K0.01%+259+4.3%Added
360 Financial, Inc.6,280$354.4K0.14%−20−0.3%Reduced
International Assets Investment Management, LLC6,287$352.5K0.04%−41−0.6%Reduced
Equitable Holdings, Inc.6,237$352.0K0.00%−984−13.6%Reduced
Tritonpoint Wealth, LLC5,358$351.9K0.04%00.0%Unchanged
Kaizen Financial Strategies6,174$348.5K0.24%−1,322−17.6%Reduced
Retirement Planning Co of New England, Inc.6,155$347.4K0.19%+984+19.0%Added
Glenmede Trust Co NA6,095$344.0K0.00%−588−8.8%Reduced
Commerzbank Aktiengesellschaft6,084$344.0K0.01%+6,084New
SWP Financial LLC6,074$342.8K0.24%+250+4.3%Added
Toroso Investments, LLC6,068$342.5K0.01%+6,068New
Gilbert & Cook, Inc.6,057$341.9K0.05%−10.0%Reduced
Quadcap Wealth Management, LLC6,017$339.6K0.08%−828−12.1%Reduced
True North Advisors, LLC5,939$335.2K0.09%00.0%Unchanged
Columbia Asset Management5,125$332.0K0.07%00.0%Unchanged
Kowal Investment Group, LLC5,871$331.4K0.07%+1,800+44.2%Added
Widmann Financial Services, Inc.5,860$330.7K0.28%00.0%Unchanged
Fiera Capital Corp5,831$329.1K0.00%00.0%Unchanged
Avantax Planning Partners, Inc.5,824$328.7K0.01%+2,445+72.4%Added
Prime Capital Investment Advisors, LLC5,822$328.6K0.00%−404−6.5%Reduced
Rockport Wealth LLC5,782$325.5K0.22%+5,782New
Allen Capital Group, LLC5,752$324.6K0.05%+93+1.6%Added
Jacobi Capital Management LLC5,740$324.0K0.03%−192−3.2%Reduced
Cullen Capital Management LLC5,723$323.0K0.00%00.0%Unchanged
Benedetti & Gucer, Inc.5,726$323.0K0.16%+5,726New
Alberta Investment Management Corp5,700$321.7K0.00%00.0%Unchanged
Intrua Financial, LLC5,684$320.8K0.05%+217+4.0%Added
Ignite Planners, LLC5,695$319.3K0.09%−35−0.6%Reduced
Prospera Financial Services Inc5,654$319.1K0.01%+5,654New
NewEdge Wealth, LLC5,669$317.0K0.01%+114+2.1%Added
Symphony Financial, Ltd. Co.5,571$314.4K0.07%00.0%Unchanged
Teacher Retirement System of Texas5,559$314.0K0.00%−33,272−85.7%Reduced
Tokio Marine Asset Management Co Ltd5,558$313.7K0.02%00.0%Unchanged
Berger Financial Group, Inc5,541$312.7K0.03%−1,023−15.6%Reduced
Park Avenue Securities LLC5,523$312.0K0.00%−680−11.0%Reduced
EP Wealth Advisors, LLC5,474$309.0K0.00%+426+8.4%Added
H&H Retirement Design & Management INC5,494$308.9K0.20%00.0%Unchanged
Evergreen Capital Management LLC5,309$304.2K0.01%−119−2.2%Reduced
Valeo Financial Advisors, LLC5,386$304.1K0.01%00.0%Unchanged
Shell Asset Management Co5,501$303.0K0.01%−3,888−41.4%Reduced
Ameritas Advisory Services, LLC5,409$302.7K0.01%−11,171−67.4%Reduced
Main Street Financial Solutions, LLC5,341$301.4K0.03%+220+4.3%Added
Basepoint Wealth LLC5,333$301.0K0.23%+69+1.3%Added
Private Trust Co NA5,327$300.7K0.03%−1,315−19.8%Reduced
Carret Asset Management, LLC5,323$300.4K0.04%00.0%Unchanged
DF Dent & Co Inc5,288$298.4K0.00%+589+12.5%Added