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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.

Q3 2024 vs. Q2 2024

How the institutions holding W. P. Carey Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WPC: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders78413805+34
Shares148.0M27.2M147.4M+26.6M (+22.0%)
Value$8.16B$1.50B$9.17B+$2.50B (+37.6%)

13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held W. P. Carey Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WPC in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.26,931,685$1.68B0.04%
Lighthouse Investment Partners, LLC200,000$12.5M0.67%
Marshall Wace, LLP191,930$12.0M0.02%
Qube Research & Technologies Ltd177,299$11.0M0.02%
Janney Montgomery Scott LLC145,838$9.09M0.03%
Gillson Capital LP141,601$8.82M0.80%
Kempen Capital Management N.V.108,116$6.74M0.07%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund76,434$4.76M0.05%
HGI Capital Management, LLC73,728$4.59M4.01%
Graham Capital Wealth Management, LLC50,926$3.17M3.25%
UBS Oconnor LLC31,185$1.94M0.05%
Stoneridge Investment Partners LLC27,163$1.69M0.63%
New York Life Investment Management LLC25,726$1.60M0.02%
Savant Capital, LLC21,105$1.31M0.01%
Carnegie Lake Advisors LLC16,030$999.0K0.40%
DoubleLine ETF Adviser LP15,640$974.4K0.24%
Edgestream Partners, L.P.15,269$951.3K0.04%
FNY Investment Advisers, LLC14,300$890.0K0.43%
Perigon Wealth Management, LLC13,928$867.7K0.02%
Prudential PLC11,808$735.6K0.00%
Wealthspire Advisors, LLC11,578$721.3K0.01%
B. Metzler seel. Sohn & Co. Holding AG10,279$640.4K0.01%
Hudson Portfolio Management LLC9,732$606.3K0.60%
Crestline Management, LP8,619$537.0K0.03%
Sterling Capital Management LLC8,401$523.4K0.01%
Gsa Capital Partners LLP8,343$520.0K0.04%
ABLE Financial Group, LLC8,010$499.0K0.15%
Impact Partnership Wealth, LLC8,010$499.0K0.11%
Twinbeech Capital LP7,937$494.5K0.01%
Cambria Investment Management, L.P.6,812$424.4K0.03%
Everstar Asset Management, LLC6,517$406.0K0.28%
Clear Street Markets LLC6,100$380.0K0.24%
Clarity Financial LLC6,034$375.9K0.04%
Apollon Financial, LLC5,876$366.1K0.11%
Swiss Life Asset Management Ltd5,542$344.9K0.00%
Shell Asset Management Co5,501$343.0K0.02%
Fox Run Management, L.L.C.5,381$335.2K0.07%
Private Advisory Group LLC5,319$331.4K0.04%
Hilltop Holdings Inc.4,670$290.9K0.02%
Regions Financial Corp4,517$281.4K0.00%
Bryn Mawr Trust Co4,213$262.5K0.00%
Paloma Partners Management Co4,200$261.7K0.01%
Applied Capital LLC4,191$261.1K0.20%
GW Henssler & Associates Ltd4,159$259.1K0.01%
NorthRock Partners, LLC3,696$233.5K0.01%
Battery Global Advisors, LLC3,655$230.9K0.13%
Fiera Capital Corp3,627$226.0K0.00%
Merit Financial Group, LLC3,627$226.0K0.01%
Modera Wealth Management, LLC3,580$223.0K0.00%
Trust Point Inc.3,540$220.5K0.02%
Empowered Funds, LLC3,507$218.5K0.00%
King Wealth3,495$218.0K0.03%
LVW Advisors, LLC3,406$212.2K0.03%
Detalus Advisors, LLC3,400$211.8K0.07%
Goldstone Financial Group, LLC3,345$208.4K0.04%
First Heartland Consultants, Inc.3,339$208.0K0.02%
Bourgeon Capital Management LLC3,301$205.7K0.04%
New Wave Wealth Advisors LLC3,286$204.7K0.09%
Heritage Oak Wealth Advisors LLC3,286$204.7K0.09%
Focused Wealth Management, Inc3,269$203.7K0.03%
Capital Investment Advisors, LLC3,268$203.6K0.00%
Tyche Wealth Partners LLC3,258$203.0K0.05%
Ritholtz Wealth Management3,246$202.2K0.01%
Principle Wealth Partners LLC3,240$201.9K0.01%
Meeder Advisory Services, Inc.3,231$201.3K0.01%
Venture Visionary Partners LLC3,220$200.6K0.01%
Globeflex Capital L P2,547$158.7K0.02%
Truvestments Capital LLC2,492$155.2K0.04%
Belvedere Trading LLC2,262$140.9K0.01%
Oarsman Capital, Inc.2,250$140.2K0.03%
Northwest Financial Advisors2,030$126.5K0.10%
Headlands Technologies LLC1,778$110.8K0.01%
Planned Solutions, Inc.1,543$96.1K0.04%
Financial Gravity Companies, Inc.1,359$84.7K0.02%
FSA Wealth Management LLC1,298$80.9K0.03%
Baldwin Brothers Inc1,117$70.6K0.00%
Avondale Wealth Management1,000$62.3K0.04%
Eastern Bank965$60.1K0.00%
Maia Wealth LLC650$40.5K0.01%
Claris Advisors, LLC455$28.4K0.01%
Aster Capital Management (DIFC) Ltd421$26.2K0.01%
Skopos Labs, Inc.383$23.9K0.01%
Golden State Equity Partners266$16.6K0.00%
Ashton Thomas Securities, LLC220$13.7K0.00%
Kennebec Savings Bank165$10.3K0.01%
Birchbrook, Inc.80$4.98K0.00%
Capital Performance Advisors LLP24$1.50K0.00%
Dunhill Financial, LLC14$9000.00%
Valued Wealth Advisors LLC11$6950.00%
1620 Investment Advisors, Inc.10$6290.00%
Voisard Asset Management Group, Inc.9$5610.00%
CBIZ Investment Advisory Services, LLC8$5050.00%
West Branch Capital LLC3$1870.00%

Sold out (59)

Institutions that held W. P. Carey Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WPC in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Canada Pension Plan Investment Board583,851$32.1M
Cubist Systematic Strategies, LLC88,388$4.87M
USS Investment Management Ltd86,454$4.76M
Arkfeld Wealth Strategies, L.L.C.83,657$4.62M
National Pension Service79,465$4.37M
Neo Ivy Capital Management67,424$3.71M
Caisse de Depot Et Placement du Quebec66,802$3.68M
Point72 Asset Management, L.P.27,732$1.53M
Quantbot Technologies LP26,564$1.46M
APG Asset Management N.V.26,647$1.37M
Paradiem, LLC21,622$1.19M
IMC-Chicago, LLC20,471$1.13M
Centiva Capital, LP18,255$1.00M
La Banque Postale Asset Management SA16,677$918.1K
MBB Public Markets I LLC15,875$873.9K
Pearl River Capital, LLC13,110$721.7K
Scientech Research LLC12,958$713.3K
Global Wealth Management Investment Advisory, Inc.8,206$451.7K
FORA Capital, LLC8,011$441.0K
Point72 Asia (Singapore) Pte. Ltd.7,644$420.8K
MQS Management LLC6,501$357.9K
Lockheed Martin Investment Management Co5,750$316.5K
BTC Capital Management, Inc.5,068$279.0K
Willis Johnson & Associates, Inc.4,598$253.1K
Virtue Capital Management, LLC4,243$250.4K
Teacher Retirement System of Texas4,252$234.0K
Catalytic Wealth RIA, LLC4,033$222.0K
Prosperitas Financial LLC4,001$220.2K
Nomura Holdings Inc3,909$215.2K
iA Global Asset Management Inc.3,870$213.0K
Wedbush Securities Inc3,805$209.0K
Boston Private Wealth LLC3,716$204.6K
Kelly Financial Services LLC1,784$98.2K
Unique Wealth Strategies, LLC1,443$81.4K
Tyler-Stone Wealth Management1,200$66.1K
Cassady Schiller Wealth Management, LLC740$40.7K
Register Financial Advisors LLC718$39.5K
Ibex Wealth Advisors716$39.4K
EdgeRock Capital LLC715$39.4K
Alta Advisers Ltd700$38.5K
State of Wyoming688$37.9K
Moser Wealth Advisors, LLC681$37.5K
Lynx Investment Advisory622$34.2K
Quarry LP560$30.8K
Mark Sheptoff Financial Planning, LLC558$30.7K
Gradient Investments LLC489$26.9K
Coastal Investment Advisors, Inc.344$18.9K
Great Lakes Retirement, Inc.307$17.2K
Triad Wealth Partners, LLC274$15.1K
SWS Partners274$15.1K
Bank of New Hampshire231$12.7K
Matrix Trust Co222$12.0K
Opal Wealth Advisors, LLC209$11.5K
Rosenberg Matthew Hamilton129$7.05K
Wetzel Investment Advisors, Inc.100$5.64K
RFP Financial Group LLC100$5.50K
Zions Bancorporation, N.A.33$1.82K
BFSG, LLC10$551
Scarborough Advisors, LLC4$220

Not filed for Q3 2024 yet (13)

Institutions that held W. P. Carey Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.26,789,725$1.47B
Susquehanna Fundamental Investments, LLC166,656$9.17M
Hoylecohen, LLC88,207$4.86M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)70,434$3.88M
Karpas Strategies, LLC67,271$3.70M
Walden Wealth Partners LLC9,851$542.3K
Gratus Capital LLC5,899$324.7K
Benjamin F. Edwards & Company, Inc.4,130$227.0K
Buckingham Strategic Wealth, LLC3,928$216.3K
JJJ Advisors Inc.1,370$75.9K
Sofos Investments, Inc.1,359$74.8K
Institutional & Family Asset Management, LLC1,319$72.6K
Private Ocean, LLC92$5.07K