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 |
|---|---|---|---|---|---|
| H&H Retirement Design & Management INC | 5,494 | $327.3K | 0.19% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,269 | $328.3K | 0.01% | −615−10.5% | Reduced |
| DF Dent & Co Inc | 5,281 | $329.0K | 0.00% | −275−4.9% | Reduced |
| Carret Asset Management, LLC | 5,282 | $329.1K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5,254 | $329.6K | 0.05% | +1,164+28.5% | Added |
| Private Advisory Group LLC | 5,319 | $331.4K | 0.04% | +5,319 | New |
| United Capital Financial Advisers, LLC | 5,319 | $331.4K | 0.00% | −202−3.7% | Reduced |
| Jackson Wealth Management, LLC | 5,384 | $335.0K | 0.04% | +801+17.5% | Added |
| Fox Run Management, L.L.C. | 5,381 | $335.2K | 0.07% | +5,381 | New |
| Flagship Private Wealth, LLC | 5,383 | $335.4K | 0.17% | −3,896−42.0% | Reduced |
| Valeo Financial Advisors, LLC | 5,386 | $335.6K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,409 | $337.0K | 0.00% | −338−5.9% | Reduced |
| Basepoint Wealth LLC | 5,494 | $342.3K | 0.25% | +79+1.5% | Added |
| Shell Asset Management Co | 5,501 | $343.0K | 0.02% | +5,501 | New |
| Gilbert & Cook, Inc. | 5,520 | $343.9K | 0.05% | −23−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 5,542 | $344.9K | 0.00% | +5,542 | New |
| Profund Advisors LLC | 5,548 | $345.6K | 0.01% | −126−2.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,623 | $350.0K | 0.00% | −4,052−41.9% | Reduced |
| Symphony Financial, Ltd. Co. | 5,614 | $352.2K | 0.06% | +21+0.4% | Added |
| Cullen Capital Management LLC | 5,723 | $356.5K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,733 | $357.2K | 0.08% | −3−0.1% | Reduced |
| Allen Capital Group, LLC | 5,773 | $359.7K | 0.05% | +21+0.4% | Added |
| Main Street Financial Solutions, LLC | 5,801 | $361.4K | 0.03% | −472−7.5% | Reduced |
| Western Wealth Management, LLC | 5,806 | $361.7K | 0.02% | −29−0.5% | Reduced |
| Glenmede Trust Co NA | 5,832 | $363.3K | 0.00% | −162−2.7% | Reduced |
| PEAK6 Investments LLC | 5,840 | $363.8K | 0.02% | +2,467+73.1% | Added |
| True North Advisors, LLC | 5,859 | $365.0K | 0.10% | −80−1.3% | Reduced |
| Park Avenue Securities LLC | 5,883 | $366.0K | 0.00% | −483−7.6% | Reduced |
| Apollon Financial, LLC | 5,876 | $366.1K | 0.11% | +5,876 | New |
| Jacobi Capital Management LLC | 5,892 | $367.1K | 0.03% | +125+2.2% | Added |
| National Asset Management, Inc. | 5,850 | $367.5K | 0.01% | −1,594−21.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,910 | $368.2K | 0.02% | +352+6.3% | Added |
| Kovack Advisors, Inc. | 5,919 | $368.8K | 0.04% | −497−7.7% | Reduced |
| Quadcap Wealth Management, LLC | 5,926 | $369.3K | 0.06% | +12+0.2% | Added |
| Empower Advisory Group, LLC | 5,957 | $371.1K | 0.00% | −564−8.6% | Reduced |
| Panagora Asset Management Inc | 5,990 | $373.2K | 0.00% | 00.0% | Unchanged |
| Clarity Financial LLC | 6,034 | $375.9K | 0.04% | +6,034 | New |
| Signaturefd, LLC | 6,036 | $376.0K | 0.01% | −739−10.9% | Reduced |
| Campbell Wealth Management | 6,073 | $378.0K | 0.03% | −1,783−22.7% | Reduced |
| Centaurus Financial, Inc. | 6,086 | $379.0K | 0.02% | −301−4.7% | Reduced |
| Commerzbank Aktiengesellschaft | 6,084 | $380.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6,100 | $380.0K | 0.24% | +6,100 | New |
| Kowal Investment Group, LLC | 6,103 | $380.2K | 0.07% | +33+0.5% | Added |
| Prospera Financial Services Inc | 6,116 | $381.1K | 0.01% | −28−0.5% | Reduced |
| Aspire Wealth Management Corp | 6,211 | $387.0K | 0.21% | +35+0.6% | Added |
| Rockport Wealth LLC | 6,271 | $390.7K | 0.10% | +489+8.5% | Added |
| Madden Securities Corp | 6,280 | $391.2K | 0.17% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,312 | $393.2K | 0.02% | +28+0.4% | Added |
| Boston Financial Mangement LLC | 6,370 | $396.9K | 0.01% | −600−8.6% | Reduced |
| Avion Wealth | 6,413 | $399.0K | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,418 | $399.8K | 0.06% | +268+4.4% | Added |
| Avantax Planning Partners, Inc. | 6,437 | $401.0K | 0.01% | +176+2.8% | Added |
| Family Legacy, Inc. | 6,450 | $401.8K | 0.13% | −499−7.2% | Reduced |
| Cornercap Investment Counsel Inc | 6,474 | $403.3K | 0.12% | −3,051−32.0% | Reduced |
| Kestra Private Wealth Services, LLC | 6,420 | $405.6K | 0.01% | +5+0.1% | Added |
| Everstar Asset Management, LLC | 6,517 | $406.0K | 0.28% | +6,517 | New |
| Ballentine Partners, LLC | 6,572 | $409.4K | 0.01% | +34+0.5% | Added |
| Sawyer & Company, Inc | 6,695 | $417.0K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,698 | $417.3K | 0.02% | −1,004−13.0% | Reduced |
| Crestwood Advisors Group LLC | 6,702 | $417.5K | 0.01% | +79+1.2% | Added |
| D.A. Davidson & Co. | 6,750 | $420.5K | 0.00% | +171+2.6% | Added |
| Cambria Investment Management, L.P. | 6,812 | $424.4K | 0.03% | +6,812 | New |
| NewEdge Wealth, LLC | 6,843 | $426.3K | 0.01% | +251+3.8% | Added |
| Perennial Investment Advisors, LLC | 6,859 | $427.3K | 0.06% | −697−9.2% | Reduced |
| Herold Advisors, Inc. | 6,877 | $428.5K | 0.09% | +366+5.6% | Added |
| Austin Private Wealth, LLC | 7,042 | $438.7K | 0.04% | −1,124−13.8% | Reduced |
| Burney Co | 7,089 | $441.7K | 0.02% | +10.0% | Added |
| Axxcess Wealth Management, LLC | 7,114 | $443.2K | 0.01% | +30.0% | Added |
| Investment Management Corp of Ontario | 7,229 | $450.4K | 0.01% | +2,300+46.7% | Added |
| Frank, Rimerman Advisors LLC | 7,267 | $452.7K | 0.03% | −9,614−57.0% | Reduced |
| Teamwork Financial Advisors, LLC | 7,381 | $459.8K | 0.06% | −560−7.1% | Reduced |
| Inspire Advisors, LLC | 7,388 | $460.3K | 0.06% | −874−10.6% | Reduced |
| Fifth Third Bancorp | 7,391 | $460.5K | 0.00% | +31+0.4% | Added |
| Dudley Capital Management, LLC | 7,400 | $461.0K | 0.24% | +500+7.2% | Added |
| Per Stirling Capital Management, LLC. | 7,503 | $467.5K | 0.06% | −97−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,518 | $468.4K | 0.00% | +1,360+22.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,520 | $468.5K | 0.39% | −273−3.5% | Reduced |
| NBC Securities, Inc. | 7,586 | $472.0K | 0.04% | −1,705−18.4% | Reduced |
| Omers Administration Corp | 7,582 | $472.4K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,583 | $472.4K | 0.02% | +72+1.0% | Added |
| GWM Advisors LLC | 7,711 | $480.4K | 0.00% | −1,683−17.9% | Reduced |
| CIBC Asset Management Inc | 7,748 | $482.7K | 0.00% | +395+5.4% | Added |
| D. E. Shaw & Co., Inc. | 7,755 | $483.1K | 0.00% | −6,548−45.8% | Reduced |
| Philadelphia Trust Co | 7,790 | $485.0K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,865 | $490.0K | 0.00% | −1,913−19.6% | Reduced |
| Atomi Financial Group, Inc. | 7,924 | $493.6K | 0.03% | +1,707+27.5% | Added |
| Resources Investment Advisors, LLC. | 7,931 | $494.1K | 0.01% | −117−1.5% | Reduced |
| Twinbeech Capital LP | 7,937 | $494.5K | 0.01% | +7,937 | New |
| Wellington Shields & Co., LLC | 7,956 | $495.7K | 0.15% | −200−2.5% | Reduced |
| ABLE Financial Group, LLC | 8,010 | $499.0K | 0.15% | +8,010 | New |
| Impact Partnership Wealth, LLC | 8,010 | $499.0K | 0.11% | +8,010 | New |
| Buckingham Strategic Partners | 8,033 | $500.5K | 0.01% | +389+5.1% | Added |
| PFG Investments, LLC | 8,066 | $502.5K | 0.03% | −361−4.3% | Reduced |
| Focus Financial Network, Inc. | 8,047 | $508.4K | 0.02% | +1,231+18.1% | Added |
| Sigma Planning Corp | 8,161 | $508.4K | 0.02% | −2,155−20.9% | Reduced |
| FLC Capital Advisors | 8,268 | $515.1K | 0.12% | −393−4.5% | Reduced |
| Modern Wealth Management, LLC | 8,285 | $516.1K | 0.03% | +345+4.3% | Added |
| Gsa Capital Partners LLP | 8,343 | $520.0K | 0.04% | +8,343 | New |
| Archer Investment Corp | 8,348 | $520.1K | 0.14% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,521 | $520.4K | 0.24% | −587−6.4% | Reduced |