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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 331 | $18.7K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $18.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $16.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 294 | $16.6K | 0.00% | −549−65.1% | Reduced |
| Trust Co of Vermont | 291 | $16.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 285 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 283 | $15.9K | 0.00% | −500−63.9% | Reduced |
| Ronald Blue Trust, Inc. | 271 | $15.3K | 0.00% | −816−75.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 271 | $15.3K | 0.00% | +271 | New |
| VitalStone Financial, LLC | 259 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 248 | $14.0K | 0.00% | −34−12.1% | Reduced |
| Smartleaf Asset Management LLC | 234 | $13.1K | 0.00% | +185+377.6% | Added |
| Ameliora Wealth Management Ltd. | 230 | $13.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $12.8K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 225 | $12.7K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 215 | $12.0K | 0.00% | +215 | New |
| Quarry LP | 203 | $11.5K | 0.00% | +203 | New |
| NCP Inc. | 203 | $11.4K | 0.01% | +203 | New |
| Delta Asset Management LLC | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $11.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 191 | $10.7K | 0.01% | −125−39.6% | Reduced |
| Cornerstone Planning Group LLC | 189 | $10.7K | 0.00% | −13−6.4% | Reduced |
| Parkside Financial Bank & Trust | 187 | $10.6K | 0.00% | −2−1.1% | Reduced |
| Cape Investment Advisory, Inc. | 184 | $10.4K | 0.00% | +3+1.7% | Added |
| REAP Financial Group, LLC | 182 | $10.3K | 0.00% | −849−82.3% | Reduced |
| M&R Capital Management Inc | 179 | $10.1K | 0.00% | +2+1.1% | Added |
| Private Ocean, LLC | 178 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 164 | $9.26K | 0.00% | +77+88.5% | Added |
| Byrne Asset Management LLC | 160 | $8.70K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $8.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $8.47K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 134 | $7.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $7.51K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 129 | $7.23K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $6.77K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 119 | $6.72K | 0.00% | +51+75.0% | Added |
| Signature Resources Capital Management, LLC | 91 | $5.90K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $5.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 94 | $5.30K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 81 | $4.57K | 0.00% | +81 | New |
| RFP Financial Group LLC | 78 | $4.40K | 0.00% | −227−74.4% | Reduced |
| Boyd Watterson Asset Management LLC | 70 | $3.95K | 0.00% | +70 | New |
| Farmers & Merchants Investments Inc | 65 | $3.67K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 55 | $3.11K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.04K | 0.00% | +53 | New |
| Financial Perspectives, Inc | 49 | $2.77K | 0.00% | −109−69.0% | Reduced |
| Insight Financial Services | 48 | $2.71K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $2.09K | 0.00% | −40−51.9% | Reduced |
| Mather Group, LLC. | 31 | $2.01K | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | +7+29.2% | Added |
| TD Private Client Wealth LLC | 32 | $1.81K | 0.00% | −136−81.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 30 | $1.69K | 0.00% | −7−18.9% | Reduced |
| Eukles Asset Management | 30 | $1.69K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $1.67K | 0.00% | +1+3.4% | Added |
| Park Place Capital Corp | 28 | $1.58K | 0.00% | +28 | New |
| Caitlin John, LLC | 26 | $1.49K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $1.16K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 19 | $1.07K | 0.00% | −12−38.7% | Reduced |
| Tidemark, LLC | 18 | $1.02K | 0.00% | −635−97.2% | Reduced |
| Raffa Wealth Management, LLC | 14 | $790 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $778 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 10 | $565 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $564 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10 | $564 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 6 | $339 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 18,391 | $328 | 0.01% | +18,391 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −967,987−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −758,042−100.0% | Sold out |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −189,053−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −128,242−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −85,700−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −80,360−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −73,306−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −59,991−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −56,217−100.0% | Sold out |
| Rench Wealth Management, Inc. | 0 | $0 | 0.00% | −45,471−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −36,398−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −33,276−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −30,645−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −24,234−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −23,961−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −22,329−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −19,323−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −13,558−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −13,461−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −10,921−100.0% | Sold out |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −10,161−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −8,078−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |