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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 651 | $40.6K | 0.00% | +172+35.9% | Added |
| Abich Financial Wealth Management LLC | 668 | $41.6K | 0.09% | +641+2,374.1% | Added |
| Advisors Asset Management, Inc. | 670 | $41.7K | 0.00% | +168+33.5% | Added |
| Fortitude Family Office, LLC | 680 | $42.4K | 0.02% | +616+962.5% | Added |
| Tortoise Investment Management, LLC | 697 | $43.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 700 | $43.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $43.6K | 0.02% | +400+133.3% | Added |
| PSI Advisors, LLC | 709 | $44.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 733 | $45.7K | 0.00% | −194−20.9% | Reduced |
| Ridgewood Investments LLC | 750 | $46.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 762 | $47.5K | 0.01% | −1,252−62.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 824 | $51.3K | 0.00% | +341+70.6% | Added |
| Bangor Savings Bank | 850 | $53.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 854 | $53.6K | 0.01% | +526+160.4% | Added |
| Bare Financial Services, Inc | 865 | $53.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 869 | $54.1K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 926 | $54.3K | 0.03% | +463+100.0% | Added |
| Independence Bank of Kentucky | 880 | $54.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 891 | $56.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 902 | $56.2K | 0.00% | +43+5.0% | Added |
| Wolff Wiese Magana LLC | 918 | $57.2K | 0.04% | +363+65.4% | Added |
| Lindbrook Capital, LLC | 930 | $57.9K | 0.01% | −148−13.7% | Reduced |
| Capital Analysts, LLC | 943 | $59.0K | 0.00% | +6+0.6% | Added |
| Central Pacific Bank - Trust Division | 961 | $59.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 965 | $60.1K | 0.00% | +965 | New |
| Key Financial Inc | 969 | $60.4K | 0.01% | +7+0.7% | Added |
| St Germain D J Co Inc | 992 | $61.8K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,000 | $62.3K | 0.04% | +1,000 | New |
| Salem Investment Counselors Inc | 1,000 | $63.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,064 | $66.3K | 0.00% | −324−23.3% | Reduced |
| Whittier Trust Co | 1,100 | $68.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,117 | $70.6K | 0.00% | +1,117 | New |
| Missouri Trust & Investment Co | 1,135 | $70.7K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,136 | $70.8K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,178 | $73.4K | 0.06% | +36+3.2% | Added |
| Financial Management Professionals, Inc. | 1,206 | $75.0K | 0.01% | −294−19.6% | Reduced |
| Brown Brothers Harriman & Co | 1,206 | $75.1K | 0.00% | +80+7.1% | Added |
| South State Corp. | 1,244 | $77.5K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 1,289 | $80.3K | 0.00% | −1,672−56.5% | Reduced |
| CoreCap Advisors, LLC | 1,291 | $80.4K | 0.00% | +90+7.5% | Added |
| FSA Wealth Management LLC | 1,298 | $80.9K | 0.03% | +1,298 | New |
| Logan Capital Management Inc | 1,300 | $81.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,351 | $84.2K | 0.01% | −931−40.8% | Reduced |
| IFP Advisors, Inc | 1,359 | $84.7K | 0.00% | +70+5.4% | Added |
| Financial Gravity Companies, Inc. | 1,359 | $84.7K | 0.02% | +1,359 | New |
| Ronald Blue Trust, Inc. | 1,559 | $85.8K | 0.00% | +613+64.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,379 | $85.9K | 0.01% | −2,785−66.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,426 | $88.9K | 0.00% | +61+4.5% | Added |
| ORG Partners LLC | 1,428 | $89.1K | 0.01% | −397−21.8% | Reduced |
| Umb Bank N A | 1,442 | $89.8K | 0.00% | +503+53.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $93.5K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,520 | $94.7K | 0.00% | +838+122.9% | Added |
| Central Trust Co | 1,522 | $94.8K | 0.00% | +2+0.1% | Added |
| Planned Solutions, Inc. | 1,543 | $96.1K | 0.04% | +1,543 | New |
| Fairscale Capital, LLC | 1,600 | $101.1K | 0.09% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,778 | $110.8K | 0.01% | +1,778 | New |
| Rise Advisors, LLC | 1,874 | $116.7K | 0.06% | +11+0.6% | Added |
| Jones Financial Companies LLLP | 1,949 | $122.3K | 0.00% | +820+72.6% | Added |
| Westend Capital Management, LLC | 2,000 | $124.6K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,000 | $124.6K | 0.03% | +100+5.3% | Added |
| Northwest Financial Advisors | 2,030 | $126.5K | 0.10% | +2,030 | New |
| Spire Wealth Management | 2,055 | $128.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,075 | $129.3K | 0.00% | +1,462+238.5% | Added |
| Pin Oak Investment Advisors Inc | 2,100 | $130.0K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,166 | $134.9K | 0.02% | −266−10.9% | Reduced |
| AdvisorNet Financial, Inc | 2,198 | $136.9K | 0.01% | +1,367+164.5% | Added |
| Oarsman Capital, Inc. | 2,250 | $140.2K | 0.03% | +2,250 | New |
| Belvedere Trading LLC | 2,262 | $140.9K | 0.01% | +2,262 | New |
| CIBC Private Wealth Group, LLC | 2,300 | $143.3K | 0.00% | −279−10.8% | Reduced |
| SOA Wealth Advisors, LLC. | 2,351 | $146.5K | 0.03% | +14+0.6% | Added |
| Creative Financial Designs Inc | 2,365 | $147.3K | 0.01% | −157−6.2% | Reduced |
| GAMMA Investing LLC | 2,444 | $152.3K | 0.02% | +212+9.5% | Added |
| North Star Investment Management Corp. | 2,449 | $152.5K | 0.01% | −239−8.9% | Reduced |
| Washington Trust Co | 2,463 | $153.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,470 | $153.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,489 | $155.0K | 0.03% | −356−12.5% | Reduced |
| Truvestments Capital LLC | 2,492 | $155.2K | 0.04% | +2,492 | New |
| Federation des caisses Desjardins du Quebec | 2,506 | $156.0K | 0.00% | −2,643−51.3% | Reduced |
| AllSquare Wealth Management LLC | 2,540 | $158.2K | 0.09% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,547 | $158.7K | 0.02% | +2,547 | New |
| Trust Co of Vermont | 2,791 | $173.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,797 | $174.2K | 0.43% | −3,464−55.3% | Reduced |
| Group One Trading, L.P. | 2,920 | $181.9K | 0.01% | −600−17.0% | Reduced |
| Motco | 2,952 | $183.9K | 0.02% | −831−22.0% | Reduced |
| Sunbelt Securities, Inc. | 2,970 | $185.0K | 0.02% | +31+1.1% | Added |
| HM Payson & Co | 2,990 | $186.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,214 | $200.3K | 0.00% | +1,045+48.2% | Added |
| Venture Visionary Partners LLC | 3,220 | $200.6K | 0.01% | +3,220 | New |
| Guyasuta Investment Advisors Inc | 3,230 | $201.2K | 0.01% | −950−22.7% | Reduced |
| Meeder Advisory Services, Inc. | 3,231 | $201.3K | 0.01% | +3,231 | New |
| Principle Wealth Partners LLC | 3,240 | $201.9K | 0.01% | +3,240 | New |
| Ritholtz Wealth Management | 3,246 | $202.2K | 0.01% | +3,246 | New |
| Tyche Wealth Partners LLC | 3,258 | $203.0K | 0.05% | +3,258 | New |
| Capital Investment Advisors, LLC | 3,268 | $203.6K | 0.00% | +3,268 | New |
| Focused Wealth Management, Inc | 3,269 | $203.7K | 0.03% | +3,269 | New |
| New Wave Wealth Advisors LLC | 3,286 | $204.7K | 0.09% | +3,286 | New |
| Heritage Oak Wealth Advisors LLC | 3,286 | $204.7K | 0.09% | +3,286 | New |
| Bourgeon Capital Management LLC | 3,301 | $205.7K | 0.04% | +3,301 | New |
| RFG Advisory, LLC | 3,324 | $207.1K | 0.01% | −464−12.2% | Reduced |
| Quadrant Capital Group LLC | 3,336 | $207.8K | 0.01% | −2−0.1% | Reduced |