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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 3,339 | $208.0K | 0.02% | +3,339 | New |
| Goldstone Financial Group, LLC | 3,345 | $208.4K | 0.04% | +3,345 | New |
| Heirloom Wealth Management | 3,362 | $209.4K | 0.07% | −3,534−51.2% | Reduced |
| Detalus Advisors, LLC | 3,400 | $211.8K | 0.07% | +3,400 | New |
| LVW Advisors, LLC | 3,406 | $212.2K | 0.03% | +3,406 | New |
| Syntegra Private Wealth Group, LLC | 3,421 | $213.1K | 0.02% | −435−11.3% | Reduced |
| Private Trust Co NA | 3,447 | $214.7K | 0.02% | −1,078−23.8% | Reduced |
| UMA Financial Services, Inc. | 3,659 | $218.0K | 0.04% | 00.0% | Unchanged |
| King Wealth | 3,495 | $218.0K | 0.03% | +3,495 | New |
| Argent Trust Co | 3,500 | $218.1K | 0.01% | −623−15.1% | Reduced |
| Empowered Funds, LLC | 3,507 | $218.5K | 0.00% | +3,507 | New |
| Cornerstone Wealth Group, LLC | 3,508 | $218.5K | 0.02% | −1,382−28.3% | Reduced |
| Trust Point Inc. | 3,540 | $220.5K | 0.02% | +3,540 | New |
| Gen-Wealth Partners Inc | 3,931 | $220.9K | 0.10% | −5,112−56.5% | Reduced |
| Diversify Advisory Services, LLC | 3,761 | $222.1K | 0.01% | −1,153−23.5% | Reduced |
| Clearview Wealth Advisors LLC | 3,567 | $222.2K | 0.17% | −128−3.5% | Reduced |
| Modera Wealth Management, LLC | 3,580 | $223.0K | 0.00% | +3,580 | New |
| Raleigh Capital Management Inc. | 3,625 | $225.8K | 0.09% | −327−8.3% | Reduced |
| Harbour Investments, Inc. | 3,626 | $225.9K | 0.01% | +203+5.9% | Added |
| Fiera Capital Corp | 3,627 | $226.0K | 0.00% | +3,627 | New |
| Merit Financial Group, LLC | 3,627 | $226.0K | 0.01% | +3,627 | New |
| Capital Planning Advisors, LLC | 3,657 | $227.8K | 0.03% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,655 | $230.9K | 0.13% | +3,655 | New |
| Adapt Wealth Advisors, LLC | 3,710 | $231.1K | 0.12% | −241−6.1% | Reduced |
| Lido Advisors, LLC | 3,710 | $231.1K | 0.00% | −899−19.5% | Reduced |
| 360 Financial, Inc. | 3,718 | $231.6K | 0.09% | −299−7.4% | Reduced |
| Tompkins Financial Corp | 3,720 | $231.8K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,696 | $233.5K | 0.01% | +3,696 | New |
| Keynote Financial Services LLC | 3,760 | $234.2K | 0.18% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,782 | $235.6K | 0.09% | −200−5.0% | Reduced |
| Mach-1 Financial Group, Inc. | 3,799 | $236.7K | 0.15% | −55−1.4% | Reduced |
| Insight Wealth Partners, LLC | 3,820 | $238.0K | 0.15% | −1,301−25.4% | Reduced |
| KPP Advisory Services LLC | 3,845 | $239.5K | 0.06% | −179−4.4% | Reduced |
| Tradition Wealth Management, LLC | 3,880 | $241.7K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,830 | $242.0K | 0.01% | −205−5.1% | Reduced |
| Optimum Investment Advisors | 3,907 | $243.4K | 0.11% | −2,300−37.1% | Reduced |
| Kathmere Capital Management, LLC | 3,919 | $244.2K | 0.02% | −988−20.1% | Reduced |
| Parsons Capital Management Inc | 3,950 | $246.1K | 0.02% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 3,953 | $246.3K | 0.08% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,962 | $246.8K | 0.01% | −1,441−26.7% | Reduced |
| Accurate Wealth Management, LLC | 4,175 | $248.7K | 0.05% | +277+7.1% | Added |
| BancorpSouth Bank | 4,000 | $249.2K | 0.02% | −132−3.2% | Reduced |
| LexAurum Advisors, LLC | 4,014 | $250.1K | 0.05% | −450−10.1% | Reduced |
| Two Sigma Securities, LLC | 4,023 | $250.6K | 0.02% | −878−17.9% | Reduced |
| Rakuten Investment Management, Inc. | 4,003 | $251.1K | 0.00% | +995+33.1% | Added |
| Peachtree Investment Partners, LLC | 4,061 | $253.0K | 0.10% | +39+1.0% | Added |
| Centersquare Investment Management LLC | 4,064 | $253.2K | 0.00% | −4,263−51.2% | Reduced |
| D.B. Root & Company, LLC | 4,065 | $253.3K | 0.08% | −3,566−46.7% | Reduced |
| Larson Financial Group LLC | 4,097 | $255.3K | 0.01% | +60+1.5% | Added |
| GW Henssler & Associates Ltd | 4,159 | $259.1K | 0.01% | +4,159 | New |
| HBW Advisory Services LLC | 4,172 | $259.9K | 0.04% | −1,290−23.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,626 | $259.9K | 0.13% | −165−3.4% | Reduced |
| SWP Financial LLC | 4,173 | $260.0K | 0.16% | −182−4.2% | Reduced |
| Versor Investments LP | 4,177 | $260.2K | 0.04% | −1,815−30.3% | Reduced |
| Tritonpoint Wealth, LLC | 4,153 | $260.6K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,190 | $261.1K | 0.01% | +3+0.1% | Added |
| Applied Capital LLC | 4,191 | $261.1K | 0.20% | +4,191 | New |
| Paloma Partners Management Co | 4,200 | $261.7K | 0.01% | +4,200 | New |
| Bryn Mawr Trust Co | 4,213 | $262.5K | 0.00% | +4,213 | New |
| Alaska Permanent Fund Corp | 4,219 | $262.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,228 | $263.0K | 0.00% | −198−4.5% | Reduced |
| Change Path, LLC | 4,236 | $263.9K | 0.01% | +523+14.1% | Added |
| Garrison Asset Management, LLC | 4,259 | $265.3K | 0.13% | +4+0.1% | Added |
| Kestra Advisory Services, LLC | 4,287 | $267.1K | 0.00% | −95,592−95.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,366 | $272.0K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,387 | $273.3K | 0.02% | +20+0.5% | Added |
| We Are One Seven, LLC | 4,405 | $274.5K | 0.01% | −1,453−24.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,410 | $274.7K | 0.01% | +7+0.2% | Added |
| Wambolt & Associates, LLC | 4,487 | $275.3K | 0.08% | −1,703−27.5% | Reduced |
| Fisher Asset Management, LLC | 4,435 | $276.3K | 0.00% | −555−11.1% | Reduced |
| Sovereign Financial Group, Inc. | 4,445 | $276.9K | 0.06% | +46+1.0% | Added |
| Dividend Assets Capital, LLC | 4,500 | $280.4K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,470 | $280.4K | 0.02% | −2,393−34.9% | Reduced |
| Regions Financial Corp | 4,517 | $281.4K | 0.00% | +4,517 | New |
| Engineers Gate Manager LP | 4,522 | $281.7K | 0.01% | −20,293−81.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,556 | $283.8K | 0.14% | −1,230−21.3% | Reduced |
| Joel Isaacson & Co., LLC | 4,573 | $284.9K | 0.01% | −500−9.9% | Reduced |
| Veriti Management LLC | 4,636 | $288.8K | 0.02% | −103−2.2% | Reduced |
| Hilltop Holdings Inc. | 4,670 | $290.9K | 0.02% | +4,670 | New |
| Woodward Diversified Capital, LLC | 4,698 | $292.7K | 0.19% | −204−4.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 4,707 | $293.2K | 0.07% | 00.0% | Unchanged |
| Napa Wealth Management | 4,716 | $293.8K | 0.14% | +778+19.8% | Added |
| Columbia Asset Management | 4,725 | $294.0K | 0.05% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,734 | $295.0K | 0.11% | −13−0.3% | Reduced |
| AIA Group Ltd | 4,773 | $297.4K | 0.01% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,798 | $298.9K | 0.11% | +633+15.2% | Added |
| Credit Agricole S A | 4,800 | $299.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,827 | $300.7K | 0.00% | −519−9.7% | Reduced |
| Round Rock Advisors, LLC | 4,849 | $302.1K | 0.07% | −171−3.4% | Reduced |
| Sound Income Strategies, LLC | 4,865 | $303.1K | 0.02% | −50−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 5,473 | $303.3K | 0.04% | −885−13.9% | Reduced |
| Barlow Wealth Partners, Inc. | 5,049 | $303.3K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,935 | $307.4K | 0.02% | −424−7.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,970 | $309.6K | 0.01% | −4,500−47.5% | Reduced |
| Benjamin Edwards Inc | 4,976 | $310.1K | 0.00% | +4,062+444.4% | Added |
| Widmann Financial Services, Inc. | 5,000 | $311.5K | 0.24% | −760−13.2% | Reduced |
| Summit Wealth Group, LLC | 5,047 | $314.0K | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,046 | $314.4K | 0.00% | −346−6.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,073 | $316.0K | 0.01% | −254−4.8% | Reduced |
| Greenleaf Trust | 5,173 | $322.3K | 0.00% | −547−9.6% | Reduced |