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 |
|---|---|---|---|---|---|
| Eldridge Investment Advisors, Inc. | 8,363 | $521.0K | 0.12% | +938+12.6% | Added |
| Sterling Capital Management LLC | 8,401 | $523.4K | 0.01% | +8,401 | New |
| Capital Investment Advisory Services, LLC | 8,439 | $525.8K | 0.05% | +65+0.8% | Added |
| Evergreen Capital Management LLC | 8,326 | $526.0K | 0.02% | −761−8.4% | Reduced |
| RSM US Wealth Management LLC | 8,563 | $530.4K | 0.01% | +929+12.2% | Added |
| Mission Creek Capital Partners, Inc. | 8,530 | $531.4K | 0.12% | −897−9.5% | Reduced |
| EP Wealth Advisors, LLC | 8,549 | $532.6K | 0.00% | +3,329+63.8% | Added |
| Crestline Management, LP | 8,619 | $537.0K | 0.03% | +8,619 | New |
| Beacon Investment Advisory Services, Inc. | 8,629 | $537.6K | 0.02% | −1,517−15.0% | Reduced |
| Shelton Capital Management | 8,651 | $539.0K | 0.01% | −258−2.9% | Reduced |
| MAI Capital Management | 8,737 | $544.3K | 0.01% | −89−1.0% | Reduced |
| Adams Wealth Management | 8,745 | $544.8K | 0.12% | −566−6.1% | Reduced |
| CacheTech Inc. | 8,745 | $544.8K | 0.12% | −566−6.1% | Reduced |
| WealthPlan Investment Management, LLC | 8,746 | $544.8K | 0.06% | −8,947−50.6% | Reduced |
| Peddock Capital Advisors, LLC | 8,777 | $546.8K | 0.13% | +6+0.1% | Added |
| Clear Creek Financial Management, LLC | 8,905 | $554.8K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,956 | $558.0K | 0.02% | −1,077−10.7% | Reduced |
| Independent Financial Group, LLC | 9,003 | $560.9K | 0.02% | −2,993−24.9% | Reduced |
| Intech Investment Management LLC | 9,005 | $561.0K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 9,070 | $565.1K | 0.01% | −8,000−46.9% | Reduced |
| Candriam Luxembourg S.C.A. | 9,090 | $566.3K | 0.00% | +1,678+22.6% | Added |
| Legacy Capital Wealth Partners, LLC | 9,109 | $567.5K | 0.11% | +1,560+20.7% | Added |
| Old Port Advisors | 9,338 | $581.8K | 0.16% | +441+5.0% | Added |
| Commerce Bank | 9,353 | $582.7K | 0.00% | −268−2.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $585.5K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,430 | $585.6K | 0.02% | +1,723+22.4% | Added |
| Walleye Trading LLC | 9,484 | $590.9K | 0.01% | +3,944+71.2% | Added |
| CIC Wealth, LLC | 9,498 | $591.7K | 0.15% | +475+5.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,615 | $599.0K | 0.12% | +650+7.3% | Added |
| First National Trust Co | 9,628 | $599.8K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 9,695 | $604.0K | 0.35% | +93+1.0% | Added |
| Hudson Portfolio Management LLC | 9,732 | $606.3K | 0.60% | +9,732 | New |
| Demars Financial Group, LLC | 9,883 | $615.7K | 0.28% | +216+2.2% | Added |
| Norinchukin Bank, The | 9,989 | $622.3K | 0.01% | −94−0.9% | Reduced |
| Assetmark, Inc | 10,013 | $623.8K | 0.00% | +304+3.1% | Added |
| Accel Wealth Management | 10,050 | $626.1K | 0.23% | +43+0.4% | Added |
| Spirit of America Management Corp | 10,200 | $635.5K | 0.13% | −5,000−32.9% | Reduced |
| Oppenheimer & Co Inc | 10,253 | $638.8K | 0.01% | −230−2.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $640.4K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 10,279 | $640.4K | 0.01% | +10,279 | New |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $647.9K | 0.15% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 11,763 | $655.4K | 0.61% | −600−4.9% | Reduced |
| Advisory Services Network, LLC | 11,955 | $658.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,567 | $658.3K | 0.02% | +4,034+61.7% | Added |
| Stratos Wealth Partners, LTD. | 10,698 | $666.5K | 0.01% | −1,049−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,705 | $666.9K | 0.03% | −128−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,770 | $670.4K | 0.01% | +3,278+43.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $677.9K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,899 | $679.0K | 0.02% | −684−5.9% | Reduced |
| E. Ohman J:or Asset Management AB | 10,900 | $679.1K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,989 | $684.6K | 0.16% | +174+1.6% | Added |
| Pinnacle Financial Partners Inc | 11,050 | $688.4K | 0.01% | +1,400+14.5% | Added |
| TownSquare Capital, LLC | 11,099 | $691.5K | 0.01% | +550+5.2% | Added |
| Liberty One Investment Management, LLC | 11,227 | $699.5K | 0.07% | −305−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 11,238 | $700.1K | 0.02% | +85+0.8% | Added |
| Warren Averett Asset Management, LLC | 11,403 | $710.4K | 0.01% | −3,666−24.3% | Reduced |
| Wealthspire Advisors, LLC | 11,578 | $721.3K | 0.01% | +11,578 | New |
| Cooper Financial Group | 11,629 | $724.5K | 0.09% | +748+6.9% | Added |
| Aurora Private Wealth, Inc. | 11,646 | $726.0K | 0.57% | +37+0.3% | Added |
| Mackenzie Financial Corp | 11,672 | $727.2K | 0.00% | −776−6.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,271 | $735.3K | 0.01% | +2,983+32.1% | Added |
| Prudential PLC | 11,808 | $735.6K | 0.00% | +11,808 | New |
| Colonial Trust Co | 11,849 | $738.2K | 0.11% | −821−6.5% | Reduced |
| Howe & Rusling Inc | 11,886 | $740.5K | 0.06% | −27−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,887 | $740.6K | 0.01% | +494+4.3% | Added |
| Boothbay Fund Management, LLC | 11,915 | $742.3K | 0.02% | +248+2.1% | Added |
| Ethic Inc. | 13,208 | $745.5K | 0.02% | +2,445+22.7% | Added |
| Janus Henderson Group PLC | 11,985 | $746.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12,093 | $753.0K | 0.00% | −6,767−35.9% | Reduced |
| Maryland State Retirement & Pension System | 12,378 | $771.1K | 0.02% | −3,833−23.6% | Reduced |
| AXS Investments LLC | 12,500 | $778.8K | 0.21% | −14,200−53.2% | Reduced |
| HB Wealth Management, LLC | 12,534 | $780.9K | 0.01% | +115+0.9% | Added |
| Client 1st Advisory Group, LLC | 12,721 | $792.5K | 0.31% | −1,000−7.3% | Reduced |
| Dynamic Advisor Solutions LLC | 12,800 | $797.4K | 0.02% | −750−5.5% | Reduced |
| Stephens Inc | 13,000 | $809.9K | 0.01% | +953+7.9% | Added |
| WealthPLAN Partners, LLC | 13,034 | $812.0K | 0.11% | −8,224−38.7% | Reduced |
| RMB Capital Management, LLC | 13,089 | $815.4K | 0.02% | −578−4.2% | Reduced |
| Raymond James Trust N.A. | 13,109 | $816.7K | 0.02% | −218−1.6% | Reduced |
| Samalin Investment Counsel, LLC | 13,175 | $820.8K | 0.36% | +2,762+26.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $825.5K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 13,488 | $840.3K | 0.00% | +20+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 13,875 | $864.4K | 0.04% | −160−1.1% | Reduced |
| Atria Investments LLC | 13,886 | $865.1K | 0.01% | −1,422−9.3% | Reduced |
| Perigon Wealth Management, LLC | 13,928 | $867.7K | 0.02% | +13,928 | New |
| FNY Investment Advisers, LLC | 14,300 | $890.0K | 0.43% | +14,300 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,278 | $895.8K | 0.00% | +4,554+46.8% | Added |
| United Services Automobile Association | 14,483 | $902.3K | 0.02% | −2,563−15.0% | Reduced |
| Texas Yale Capital Corp. | 14,606 | $909.9K | 0.04% | +50.0% | Added |
| Nordea Investment Management AB | 14,748 | $910.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,760 | $919.5K | 0.08% | −1,231−7.7% | Reduced |
| Vista Investment Management | 14,886 | $927.4K | 0.35% | +482+3.3% | Added |
| Ossiam | 15,011 | $935.2K | 0.02% | +3,755+33.4% | Added |
| Crossmark Global Holdings, Inc. | 15,081 | $940.0K | 0.02% | +928+6.6% | Added |
| Ameritas Advisory Services, LLC | 15,100 | $940.7K | 0.04% | +9,870+188.7% | Added |
| Principal Securities, Inc. | 15,120 | $942.0K | 0.02% | +444+3.0% | Added |
| Baird Financial Group, Inc. | 15,242 | $949.6K | 0.00% | +2,507+19.7% | Added |
| Edgestream Partners, L.P. | 15,269 | $951.3K | 0.04% | +15,269 | New |
| Alpha Omega Wealth Management LLC | 15,517 | $966.7K | 0.18% | −309−2.0% | Reduced |
| Founders Financial Alliance, LLC | 15,602 | $972.0K | 0.27% | −125−0.8% | Reduced |
| DoubleLine ETF Adviser LP | 15,640 | $974.4K | 0.24% | +15,640 | New |