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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 5,280 | $298.0K | 0.01% | +1,322+33.4% | Added |
| Schonfeld Strategic Advisors LLC | 5,245 | $296.0K | 0.00% | −162,835−96.9% | Reduced |
| Sound Income Strategies, LLC | 5,229 | $295.1K | 0.02% | +134+2.6% | Added |
| Jackson Wealth Management, LLC | 5,233 | $295.0K | 0.04% | −400−7.1% | Reduced |
| Viawealth, LLC | 5,202 | $293.6K | 0.18% | −1,327−20.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 5,187 | $292.8K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,174 | $292.0K | 0.03% | +431+9.1% | Added |
| Level Four Advisory Services, LLC | 4,503 | $291.9K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,150 | $290.7K | 0.14% | +5,150 | New |
| Truvestments Capital LLC | 5,134 | $289.7K | 0.11% | −15,905−75.6% | Reduced |
| Walleye Trading LLC | 5,124 | $289.2K | 0.00% | −4,469−46.6% | Reduced |
| Woodward Diversified Capital, LLC | 5,118 | $288.9K | 0.18% | −999−16.3% | Reduced |
| Argent Trust Co | 5,091 | $287.3K | 0.01% | −1,061−17.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,073 | $286.3K | 0.02% | −658−11.5% | Reduced |
| Summit Wealth Group, LLC | 5,047 | $285.0K | 0.19% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,038 | $284.3K | 0.00% | +1,744+52.9% | Added |
| LexAurum Advisors, LLC | 5,014 | $283.0K | 0.07% | −310−5.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,006 | $282.5K | 0.01% | +264+5.6% | Added |
| Syntegra Private Wealth Group, LLC | 4,949 | $279.3K | 0.04% | −320−6.1% | Reduced |
| Barlow Wealth Partners, Inc. | 5,049 | $277.5K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,907 | $277.0K | 0.05% | −1,540−23.9% | Reduced |
| Kathmere Capital Management, LLC | 4,907 | $277.0K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,933 | $276.6K | 0.02% | +4,933 | New |
| Prosperitas Financial LLC | 4,898 | $276.5K | 0.18% | −157−3.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,893 | $276.2K | 0.02% | −61−1.2% | Reduced |
| Ci Investments Inc. | 4,872 | $275.0K | 0.00% | +1,180+32.0% | Added |
| Colony Group, LLC | 4,858 | $274.0K | 0.00% | +123+2.6% | Added |
| Cutler Group LP | 4,824 | $272.0K | 0.14% | −4,687−49.3% | Reduced |
| Round Rock Advisors, LLC | 4,814 | $271.7K | 0.07% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 4,800 | $270.9K | 0.00% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,180 | $270.9K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 4,777 | $269.6K | 0.00% | −724−13.2% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,791 | $266.6K | 0.14% | +4,791 | New |
| Gateway Investment Advisers LLC | 4,644 | $262.1K | 0.00% | −65−1.4% | Reduced |
| BancorpSouth Bank | 4,633 | $261.5K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,500 | $254.0K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,564 | $253.8K | 0.05% | −2,269−33.2% | Reduced |
| D. E. Shaw & Co., Inc. | 4,466 | $252.1K | 0.00% | +4,466 | New |
| Cary Street Partner Investment Advisory LLC | 4,446 | $250.9K | 0.01% | +66+1.5% | Added |
| Coppell Advisory Solutions Corp. | 4,398 | $248.2K | 0.05% | +4,398 | New |
| BTC Capital Management, Inc. | 4,390 | $247.8K | 0.02% | +4,390 | New |
| Sovereign Financial Group, Inc. | 4,382 | $247.3K | 0.07% | −86−1.9% | Reduced |
| L.M. Kohn & Company | 4,361 | $246.1K | 0.07% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,363 | $246.0K | 0.18% | +4,363 | New |
| Redwood Financial Network Corp | 4,319 | $243.8K | 0.21% | −506−10.5% | Reduced |
| Atomi Financial Group, Inc. | 4,261 | $240.5K | 0.02% | +4,261 | New |
| Garrison Asset Management, LLC | 4,252 | $240.0K | 0.13% | +20.0% | Added |
| Alaska Permanent Fund Corp | 4,219 | $238.1K | 0.00% | −9,246−68.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,175 | $235.6K | 0.04% | −1,974−32.1% | Reduced |
| Daymark Wealth Partners, LLC | 4,167 | $235.2K | 0.01% | −1,260−23.2% | Reduced |
| RFG Advisory, LLC | 4,152 | $234.4K | 0.01% | −306−6.9% | Reduced |
| Venture Visionary Partners LLC | 4,144 | $233.9K | 0.01% | +574+16.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,130 | $233.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,115 | $232.3K | 0.10% | −667−13.9% | Reduced |
| Proequities, Inc. | 4,050 | $232.1K | 0.02% | +28+0.7% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $231.0K | 0.12% | 00.0% | Unchanged |
| HM Payson & Co | 4,086 | $230.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,082 | $230.4K | 0.11% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 4,078 | $230.2K | 0.14% | +30+0.7% | Added |
| Lido Advisors, LLC | 3,998 | $229.1K | 0.00% | −234−5.5% | Reduced |
| Willis Johnson & Associates, Inc. | 4,055 | $228.8K | 0.02% | +4,055 | New |
| Trust Point Inc. | 4,015 | $226.6K | 0.02% | +4,015 | New |
| Gsa Capital Partners LLP | 3,996 | $226.0K | 0.02% | +3,996 | New |
| Jefferies Financial Group Inc. | 4,000 | $225.8K | 0.00% | +4,000 | New |
| AIA Group Ltd | 3,969 | $224.0K | 0.01% | +3,969 | New |
| Tompkins Financial Corp | 3,962 | $223.6K | 0.03% | +106+2.7% | Added |
| Evanson Asset Management, LLC | 3,960 | $223.5K | 0.02% | +5+0.1% | Added |
| Monterey Private Wealth, Inc. | 3,953 | $223.1K | 0.09% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,950 | $222.9K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,913 | $219.9K | 0.06% | +208+5.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,888 | $219.4K | 0.12% | +677+21.1% | Added |
| Tradition Wealth Management, LLC | 3,880 | $219.0K | 0.02% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,878 | $218.9K | 0.11% | −920−19.2% | Reduced |
| Clearview Wealth Advisors LLC | 3,873 | $218.6K | 0.22% | −106−2.7% | Reduced |
| Larson Financial Group LLC | 3,872 | $218.6K | 0.02% | −341−8.1% | Reduced |
| Mach-1 Financial Group, Inc. | 3,854 | $217.6K | 0.17% | −626−14.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,848 | $217.2K | 0.00% | −6−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 3,835 | $216.4K | 0.04% | −248−6.1% | Reduced |
| Boston Private Wealth LLC | 3,795 | $214.2K | 0.00% | +3,795 | New |
| MV Capital Management, Inc. | 3,790 | $213.9K | 0.02% | −499−11.6% | Reduced |
| Keynote Financial Services LLC | 3,785 | $213.6K | 0.18% | +3,785 | New |
| New York Life Investment Management LLC | 3,716 | $209.7K | 0.00% | +102+2.8% | Added |
| Capital Planning Advisors, LLC | 3,657 | $206.4K | 0.04% | −88−2.3% | Reduced |
| Armstrong Advisory Group, Inc | 3,174 | $205.7K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 3,623 | $204.5K | 0.00% | +17+0.5% | Added |
| Monument Capital Management | 3,618 | $204.2K | 0.06% | +46+1.3% | Added |
| Brookstone Capital Management | 3,595 | $202.9K | 0.00% | −155−4.1% | Reduced |
| Flagship Harbor Advisors, LLC | 3,590 | $202.6K | 0.01% | −874−19.6% | Reduced |
| HB Wealth Management, LLC | 3,576 | $201.8K | 0.00% | +208+6.2% | Added |
| Systematic Portfolios LLC | 2,276 | $201.3K | 0.69% | +2,276 | New |
| UMA Financial Services, Inc. | 3,767 | $200.9K | 0.04% | +8+0.2% | Added |
| Harbour Investments, Inc. | 3,553 | $200.5K | 0.01% | −330−8.5% | Reduced |
| GoalVest Advisory LLC | 3,221 | $181.8K | 0.06% | +2,589+409.7% | Added |
| CIBC Private Wealth Group, LLC | 3,237 | $181.5K | 0.00% | −1,211−27.2% | Reduced |
| Quadrant Capital Group LLC | 3,150 | $177.8K | 0.01% | +838+36.2% | Added |
| Motco | 3,037 | $171.4K | 0.01% | +232+8.3% | Added |
| SOA Wealth Advisors, LLC. | 2,954 | $166.7K | 0.03% | −71,077−96.0% | Reduced |
| Sofos Investments, Inc. | 2,718 | $164.8K | 0.02% | +1,359+100.0% | Added |
| Sunbelt Securities, Inc. | 2,823 | $159.3K | 0.02% | +18+0.6% | Added |
| First Manhattan Co | 2,700 | $152.4K | 0.00% | −2−0.1% | Reduced |