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, Q3 2024
Institutional positions in W. P. Carey Inc. as of Sep 30, 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
- 805
- +34 vs. Q2 2024
- Shares held
- 147.4M
- +26.6M (+22.0%) vs. Q2 2024
- Total value
- $9.17B
- +$2.50B (+37.6%) vs. Q2 2024
- New holders
- 93
- 280 more added
- Sold out
- 59
- 300 more reduced
13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 2 | $125 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $187 | 0.00% | +3 | New |
| Strategic Investment Solutions, Inc. | 4 | $249 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $374 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $505 | 0.00% | +8 | New |
| Voisard Asset Management Group, Inc. | 9 | $561 | 0.00% | +9 | New |
| 1620 Investment Advisors, Inc. | 10 | $629 | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 11 | $695 | 0.00% | +11 | New |
| Sachetta, LLC | 12 | $748 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $872 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $900 | 0.00% | +14 | New |
| Continuum Advisory, LLC | 19 | $1.04K | 0.00% | −1−5.0% | Reduced |
| Capital Performance Advisors LLP | 24 | $1.50K | 0.00% | +24 | New |
| Caitlin John, LLC | 28 | $1.53K | 0.00% | +1+3.7% | Added |
| Park Place Capital Corp | 28 | $1.74K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $1.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 32 | $1.99K | 0.00% | +9+39.1% | Added |
| Mather Group, LLC. | 37 | $2.31K | 0.00% | −93−71.5% | Reduced |
| CVA Family Office, LLC | 40 | $2.49K | 0.00% | +11+37.9% | Added |
| Insight Financial Services | 48 | $2.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 49 | $3.05K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.35K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 58 | $3.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 71 | $4.33K | 0.00% | −212−74.9% | Reduced |
| Birchbrook, Inc. | 80 | $4.98K | 0.00% | +80 | New |
| WR Wealth Planners, LLC | 88 | $5.48K | 0.00% | +1+1.1% | Added |
| Signature Resources Capital Management, LLC | 91 | $5.67K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $6.48K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 117 | $7.30K | 0.00% | −1,719−93.6% | Reduced |
| First Community Trust NA | 120 | $7.48K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $7.73K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 125 | $7.79K | 0.00% | −75−37.5% | Reduced |
| Beacon Capital Management, LLC | 129 | $8.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 146 | $8.29K | 0.00% | −32−18.0% | Reduced |
| Blume Capital Management, Inc. | 134 | $8.35K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 136 | $8.47K | 0.00% | +7+5.4% | Added |
| Iron Horse Wealth Management, LLC | 150 | $9.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $9.35K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $9.65K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 300 | $9.68K | 0.00% | −575−65.7% | Reduced |
| REAP Financial Group, LLC | 164 | $10.2K | 0.00% | −2−1.2% | Reduced |
| Kennebec Savings Bank | 165 | $10.3K | 0.01% | +165 | New |
| Cohen & Steers, Inc. | 178 | $11.0K | 0.00% | −3,120,387−100.0% | Reduced |
| Private Wealth Management Group, LLC | 189 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 190 | $11.8K | 0.00% | +3+1.6% | Added |
| Davis Capital Management | 191 | $11.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $12.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 209 | $13.0K | 0.00% | +27+14.8% | Added |
| NCP Inc. | 209 | $13.0K | 0.01% | +3+1.5% | Added |
| Ashton Thomas Securities, LLC | 220 | $13.7K | 0.00% | +220 | New |
| DiNuzzo Private Wealth, Inc. | 227 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 230 | $14.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 235 | $14.6K | 0.00% | +71+43.3% | Added |
| TD Private Client Wealth LLC | 237 | $14.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 238 | $14.8K | 0.00% | +31+15.0% | Added |
| Parkside Financial Bank & Trust | 242 | $15.1K | 0.00% | +9+3.9% | Added |
| Golden State Equity Partners | 266 | $16.6K | 0.00% | +266 | New |
| VitalStone Financial, LLC | 267 | $16.6K | 0.01% | +4+1.5% | Added |
| Johnson Financial Group, Inc. | 270 | $17.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 285 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 293 | $18.3K | 0.01% | −250−46.0% | Reduced |
| Nemes Rush Group LLC | 331 | $18.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 316 | $19.7K | 0.02% | +18+6.0% | Added |
| Bessemer Group Inc | 339 | $21.0K | 0.00% | −71−17.3% | Reduced |
| Robbins Farley LLC | 345 | $21.5K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 348 | $21.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 351 | $21.9K | 0.01% | +151+75.5% | Added |
| Richard W. Paul & Associates, LLC | 370 | $23.1K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 383 | $23.9K | 0.01% | +383 | New |
| Laurel Wealth Advisors LLC | 396 | $24.7K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $24.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $25.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $25.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 415 | $26.0K | 0.02% | −712−63.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 421 | $26.2K | 0.01% | +421 | New |
| Hexagon Capital Partners LLC | 422 | $26.3K | 0.01% | 00.0% | Unchanged |
| Claris Advisors, LLC | 455 | $28.4K | 0.01% | +455 | New |
| Riverview Trust Co | 493 | $30.7K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 493 | $30.7K | 0.01% | +15+3.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $32.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 518 | $32.3K | 0.01% | −164−24.0% | Reduced |
| HHM Wealth Advisors, LLC | 545 | $34.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 571 | $35.6K | 0.01% | −2,750−82.8% | Reduced |
| Montag A & Associates Inc | 570 | $36.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $36.3K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 587 | $36.6K | 0.02% | +9+1.6% | Added |
| Paladin Advisory Group, LLC | 598 | $37.3K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 614 | $38.3K | 0.00% | −69−10.1% | Reduced |
| Strengthening Families & Communities, LLC | 617 | $38.5K | 0.01% | +9+1.5% | Added |
| Maia Wealth LLC | 650 | $40.5K | 0.01% | +650 | New |