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 |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 2,689 | $151.7K | 0.03% | +95+3.7% | Added |
| North Star Investment Management Corp. | 2,675 | $151.0K | 0.01% | +10+0.4% | Added |
| Westpac Banking Corp | 2,664 | $150.4K | 0.01% | −70−2.6% | Reduced |
| AllSquare Wealth Management LLC | 2,540 | $143.4K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,360 | $142.0K | 0.00% | +1,303+123.3% | Added |
| Washington Trust Co | 2,463 | $139.0K | 0.01% | −10−0.4% | Reduced |
| Twin Tree Management, LP | 2,462 | $139.0K | 0.00% | +2,462 | New |
| Creative Financial Designs Inc | 2,443 | $137.9K | 0.01% | +330+15.6% | Added |
| Central Trust Co | 2,421 | $136.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,292 | $129.3K | 0.07% | +2,292 | New |
| Parallel Advisors, LLC | 2,223 | $125.5K | 0.00% | −83−3.6% | Reduced |
| Sandy Spring Bank | 2,140 | $120.8K | 0.01% | −300−12.3% | Reduced |
| Pin Oak Investment Advisors Inc | 2,100 | $119.0K | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 2,055 | $116.0K | 0.00% | +15+0.7% | Added |
| Westend Capital Management, LLC | 2,000 | $112.9K | 0.04% | +2,000 | New |
| Tobam | 1,928 | $109.0K | 0.01% | −1,540−44.4% | Reduced |
| Rakuten Investment Management, Inc. | 1,892 | $106.8K | 0.00% | +1,739+1,136.6% | Added |
| Rise Advisors, LLC | 1,852 | $104.5K | 0.06% | +537+40.8% | Added |
| PSI Advisors, LLC | 1,845 | $104.1K | 0.04% | −1−0.1% | Reduced |
| Kelly Financial Services LLC | 1,784 | $100.7K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,734 | $97.2K | 0.04% | +1,574+983.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,698 | $95.9K | 0.00% | −234−12.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,683 | $95.0K | 0.04% | −600−26.3% | Reduced |
| Groupama Asset Managment | 1,543 | $87.1K | 0.00% | −2,095−57.6% | Reduced |
| Financial Management Professionals, Inc. | 1,483 | $84.0K | 0.01% | −9−0.6% | Reduced |
| Abich Financial Wealth Management LLC | 1,483 | $83.7K | 0.06% | +1,483 | New |
| Covestor Ltd | 1,443 | $81.0K | 0.05% | +63+4.6% | Added |
| IFP Advisors, Inc | 1,427 | $80.6K | 0.00% | −1,673−54.0% | Reduced |
| Institutional & Family Asset Management, LLC | 1,319 | $74.4K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,300 | $73.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,282 | $72.4K | 0.01% | +269+26.6% | Added |
| JJJ Advisors Inc. | 1,263 | $71.7K | 0.02% | +296+30.6% | Added |
| South State Corp. | 1,244 | $70.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,202 | $67.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,200 | $67.7K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,154 | $65.1K | 0.02% | −125−9.8% | Reduced |
| Missouri Trust & Investment Co | 1,135 | $64.1K | 0.02% | −865−43.3% | Reduced |
| CoreCap Advisors, LLC | 1,132 | $63.9K | 0.00% | +1,132 | New |
| Whittier Trust Co | 1,100 | $62.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,032 | $58.3K | 0.00% | −323−23.8% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $57.3K | 0.00% | −926−48.1% | Reduced |
| St Germain D J Co Inc | 992 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 966 | $54.5K | 0.01% | −280−22.5% | Reduced |
| Key Financial Inc | 962 | $54.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $53.9K | 0.01% | +961 | New |
| Benjamin Edwards Inc | 919 | $52.0K | 0.01% | −1,677−64.6% | Reduced |
| Capital Analysts, LLC | 930 | $52.0K | 0.00% | +5+0.5% | Added |
| MCF Advisors LLC | 891 | $50.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 867 | $50.6K | 0.00% | −108−11.1% | Reduced |
| Quent Capital, LLC | 886 | $50.0K | 0.01% | −83−8.6% | Reduced |
| Independence Bank of Kentucky | 880 | $49.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 877 | $49.2K | 0.00% | +284+47.9% | Added |
| Princeton Global Asset Management LLC | 869 | $49.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 850 | $48.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 842 | $47.5K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $47.4K | 0.05% | +625+260.4% | Added |
| First Horizon Advisors, Inc. | 835 | $47.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 831 | $46.9K | 0.00% | +60+7.8% | Added |
| JFS Wealth Advisors, LLC | 831 | $46.9K | 0.00% | +831 | New |
| Huntington National Bank | 830 | $46.8K | 0.00% | −2,654−76.2% | Reduced |
| Lindbrook Capital, LLC | 824 | $46.5K | 0.00% | −111−11.9% | Reduced |
| Bruce G. Allen Investments, LLC | 806 | $45.5K | 0.04% | +691+600.9% | Added |
| AdvisorNet Financial, Inc | 787 | $44.4K | 0.00% | −51,054−98.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 740 | $41.8K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 721 | $40.7K | 0.01% | −580−44.6% | Reduced |
| State of Wyoming | 719 | $40.6K | 0.01% | +79+12.3% | Added |
| Alta Advisers Ltd | 700 | $39.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 700 | $39.5K | 0.01% | +700 | New |
| Tortoise Investment Management, LLC | 697 | $39.3K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 681 | $38.4K | 0.02% | 00.0% | Unchanged |
| City State Bank | 682 | $38.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 672 | $37.9K | 0.01% | −8−1.2% | Reduced |
| Opal Wealth Advisors, LLC | 651 | $36.7K | 0.01% | +651 | New |
| Strengthening Families & Communities, LLC | 599 | $34.0K | 0.02% | −41−6.4% | Reduced |
| Heritage Wealth Advisors | 600 | $33.9K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $33.5K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $32.9K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $32.7K | 0.00% | −300−34.5% | Reduced |
| Transcendent Capital Group LLC | 569 | $32.1K | 0.02% | +7+1.2% | Added |
| McIlrath & Eck, LLC | 562 | $31.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 558 | $31.5K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 553 | $31.2K | 0.03% | +1+0.2% | Added |
| Ritter Daniher Financial Advisory LLC | 543 | $30.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $29.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 493 | $27.8K | 0.02% | +493 | New |
| Gradient Investments LLC | 489 | $27.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 465 | $26.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 463 | $26.1K | 0.02% | +463 | New |
| Thompson Investment Management, Inc. | 436 | $24.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 431 | $24.3K | 0.01% | −269−38.4% | Reduced |
| Hexagon Capital Partners LLC | 422 | $23.8K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $23.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $22.6K | 0.01% | +400 | New |
| Laurel Wealth Advisors LLC | 396 | $22.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 379 | $21.4K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 370 | $20.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 351 | $19.8K | 0.02% | −57−14.0% | Reduced |
| Robbins Farley LLC | 345 | $19.5K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 339 | $19.1K | 0.00% | +339 | New |
| Bessemer Group Inc | 349 | $19.0K | 0.00% | −3,318−90.5% | Reduced |