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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 15,757 | $981.7K | 0.00% | +39+0.2% | Added |
| RB Capital Management, LLC | 15,796 | $984.1K | 0.23% | −1,025−6.1% | Reduced |
| Carnegie Lake Advisors LLC | 16,030 | $999.0K | 0.40% | +16,030 | New |
| WCG Wealth Advisors LLC | 16,797 | $1.05M | 0.07% | −4,052−19.4% | Reduced |
| HBK Sorce Advisory LLC | 16,878 | $1.05M | 0.03% | +2,115+14.3% | Added |
| Apollon Wealth Management, LLC | 16,887 | $1.05M | 0.03% | −591−3.4% | Reduced |
| Securian Asset Management, Inc | 17,017 | $1.06M | 0.03% | −436−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 17,137 | $1.07M | 0.03% | −601−3.4% | Reduced |
| Harbor Investment Advisory, LLC | 17,162 | $1.07M | 0.11% | +30.0% | Added |
| LRI Investments, LLC | 19,514 | $1.07M | 0.10% | −99−0.5% | Reduced |
| Geneos Wealth Management Inc. | 17,324 | $1.08M | 0.04% | −161−0.9% | Reduced |
| CWM, LLC | 17,621 | $1.10M | 0.00% | −281−1.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,699 | $1.10M | 0.07% | +1,169+7.1% | Added |
| Mediolanum International Funds Ltd | 17,710 | $1.11M | 0.02% | −423−2.3% | Reduced |
| Arete Wealth Advisors, LLC | 18,104 | $1.12M | 0.10% | −732−3.9% | Reduced |
| Summit Financial, LLC | 17,980 | $1.14M | 0.04% | −3,407−15.9% | Reduced |
| Walleye Capital LLC | 18,725 | $1.17M | 0.01% | −1,509−7.5% | Reduced |
| Arkadios Wealth Advisors | 18,913 | $1.18M | 0.07% | +3,430+22.2% | Added |
| ProShare Advisors LLC | 19,080 | $1.19M | 0.00% | +8,760+84.9% | Added |
| Elo Mutual Pension Insurance Co | 19,437 | $1.21M | 0.03% | −2,244−10.4% | Reduced |
| Captrust Financial Advisors | 19,537 | $1.22M | 0.00% | −898−4.4% | Reduced |
| Ontario Teachers Pension Plan Board | 19,572 | $1.22M | 0.01% | −19,861−50.4% | Reduced |
| Erste Asset Management GmbH | 20,200 | $1.27M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20,623 | $1.28M | 0.00% | +5,224+33.9% | Added |
| Pathstone Holdings, LLC | 20,831 | $1.30M | 0.01% | −1,817−8.0% | Reduced |
| Belpointe Asset Management LLC | 21,008 | $1.31M | 0.08% | +1,865+9.7% | Added |
| Savant Capital, LLC | 21,105 | $1.31M | 0.01% | +21,105 | New |
| Public Employees Retirement Association of Colorado | 21,116 | $1.32M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 22,113 | $1.36M | 0.00% | +1,430+6.9% | Added |
| Integrated Wealth Concepts LLC | 22,054 | $1.37M | 0.02% | −2,709−10.9% | Reduced |
| Jeppson Wealth Management, LLC | 22,085 | $1.38M | 0.49% | +480+2.2% | Added |
| Horan Capital Advisors, LLC. | 22,216 | $1.38M | 0.46% | −410−1.8% | Reduced |
| Wolverine Trading, LLC | 22,118 | $1.39M | 0.04% | +8,905+67.4% | Added |
| Penserra Capital Management LLC | 22,404 | $1.39M | 0.03% | +3,884+21.0% | Added |
| Gamco Investors, Inc. Et Al | 22,600 | $1.41M | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 22,321 | $1.41M | 0.20% | +3,079+16.0% | Added |
| Quantinno Capital Management LP | 22,884 | $1.43M | 0.02% | +1,504+7.0% | Added |
| Cornerstone Wealth Management, LLC | 22,933 | $1.43M | 0.10% | +986+4.5% | Added |
| TFG Advisers LLC | 23,157 | $1.44M | 0.52% | −1,808−7.2% | Reduced |
| Blair William & Co | 23,175 | $1.44M | 0.00% | −861−3.6% | Reduced |
| Royal Fund Management, LLC | 23,192 | $1.45M | 0.10% | +11,093+91.7% | Added |
| EverSource Wealth Advisors, LLC | 23,677 | $1.48M | 0.09% | +858+3.8% | Added |
| 1832 Asset Management L.P. | 23,699 | $1.48M | 0.00% | −1,251−5.0% | Reduced |
| Lecap Asset Management Ltd | 24,159 | $1.51M | 0.32% | −15,706−39.4% | Reduced |
| Federated Hermes, Inc. | 24,693 | $1.54M | 0.00% | −850−3.3% | Reduced |
| Associated Banc-Corp | 24,700 | $1.54M | 0.05% | −100−0.4% | Reduced |
| XTX Topco Ltd | 24,729 | $1.54M | 0.11% | +17,784+256.1% | Added |
| CWM Advisors, LLC | 24,732 | $1.54M | 0.16% | −1,120−4.3% | Reduced |
| Mutual Advisors, LLC | 26,427 | $1.55M | 0.05% | −1,744−6.2% | Reduced |
| Bahl & Gaynor Inc | 24,868 | $1.55M | 0.01% | −1,739−6.5% | Reduced |
| Cerity Partners LLC | 24,911 | $1.55M | 0.00% | −27,211−52.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,025 | $1.56M | 0.12% | −118−0.5% | Reduced |
| Neuberger Berman Group LLC | 25,352 | $1.58M | 0.00% | +1,558+6.5% | Added |
| New York Life Investment Management LLC | 25,726 | $1.60M | 0.02% | +25,726 | New |
| Prudential Financial Inc | 25,739 | $1.60M | 0.00% | −52,646−67.2% | Reduced |
| Lakeview Capital Partners, LLC | 26,092 | $1.63M | 0.26% | −755−2.8% | Reduced |
| Metis Global Partners, LLC | 26,131 | $1.63M | 0.05% | +5,375+25.9% | Added |
| Hilltop Partners LLC | 26,664 | $1.66M | 0.56% | −323−1.2% | Reduced |
| Stoneridge Investment Partners LLC | 27,163 | $1.69M | 0.63% | +27,163 | New |
| Colonial Trust Advisors | 27,179 | $1.69M | 0.15% | −6,442−19.2% | Reduced |
| Toronto Dominion Bank | 27,551 | $1.72M | 0.00% | +6,586+31.4% | Added |
| Moors & Cabot, Inc. | 27,590 | $1.72M | 0.09% | −25−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,859 | $1.74M | 0.09% | +7,367+36.0% | Added |
| Richard P Slaughter Associates Inc | 28,457 | $1.77M | 0.41% | +2,404+9.2% | Added |
| M&T Bank Corp | 28,455 | $1.77M | 0.01% | −650−2.2% | Reduced |
| Public Sector Pension Investment Board | 28,520 | $1.78M | 0.01% | +6,560+29.9% | Added |
| The PNC Financial Services Group, Inc. | 28,809 | $1.79M | 0.00% | −884−3.0% | Reduced |
| Natixis Advisors, L.P. | 29,767 | $1.85M | 0.00% | −673−2.2% | Reduced |
| JustInvest LLC | 29,985 | $1.87M | 0.03% | +74+0.2% | Added |
| US Bancorp | 30,265 | $1.89M | 0.00% | −1,715−5.4% | Reduced |
| Griffin Asset Management, Inc. | 30,562 | $1.90M | 0.21% | +1,445+5.0% | Added |
| UBS Oconnor LLC | 31,185 | $1.94M | 0.05% | +31,185 | New |
| Gradient Capital Advisors, LLC | 31,442 | $1.96M | 0.65% | −1,214−3.7% | Reduced |
| Vestcor Inc | 31,597 | $1.97M | 0.06% | +27,138+608.6% | Added |
| Stifel Financial Corp | 31,784 | $1.98M | 0.00% | +2,075+7.0% | Added |
| Swedbank AB | 31,959 | $1.99M | 0.00% | 00.0% | Unchanged |
| Excalibur Management Corp | 32,210 | $2.01M | 0.77% | −1,045−3.1% | Reduced |
| Sanctuary Advisors, LLC | 35,582 | $2.03M | 0.01% | −585−1.6% | Reduced |
| Presima Inc. | 33,300 | $2.07M | 0.46% | +2,100+6.7% | Added |
| Bank of Montreal | 33,157 | $2.08M | 0.00% | −654−1.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 33,700 | $2.10M | 0.03% | +12,300+57.5% | Added |
| Tredje AP-fonden | 33,977 | $2.12M | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 33,847 | $2.12M | 0.00% | +434+1.3% | Added |
| Inspirion Wealth Advisors, LLC | 34,179 | $2.13M | 0.30% | −2,208−6.1% | Reduced |
| Vident Advisory, LLC | 34,260 | $2.13M | 0.05% | +3,065+9.8% | Added |
| Pathway Financial Advisers, LLC | 34,352 | $2.14M | 0.97% | +1,055+3.2% | Added |
| Wealthcare Advisory Partners LLC | 34,356 | $2.14M | 0.06% | +5,917+20.8% | Added |
| Investmark Advisory Group LLC | 34,425 | $2.14M | 1.04% | +1,254+3.8% | Added |
| Ostrum Asset Management | 34,466 | $2.15M | 0.18% | +419+1.2% | Added |
| Xponance, Inc. | 34,632 | $2.16M | 0.02% | +199+0.6% | Added |
| XML Financial, LLC | 34,817 | $2.17M | 0.20% | +1,684+5.1% | Added |
| Weaver Consulting Group | 34,847 | $2.17M | 0.69% | +511+1.5% | Added |
| Voya Investment Management LLC | 35,454 | $2.21M | 0.00% | −3,832−9.8% | Reduced |
| Utah Retirement Systems | 35,876 | $2.24M | 0.03% | +200+0.6% | Added |
| British Columbia Investment Management Corp | 36,506 | $2.27M | 0.01% | −5,373−12.8% | Reduced |
| Two Sigma Investments, LP | 36,617 | $2.28M | 0.01% | +11,015+43.0% | Added |
| Simplex Trading, LLC | 37,155 | $2.31M | 0.08% | +12,290+49.4% | Added |
| DnB Asset Management AS | 40,643 | $2.53M | 0.01% | +4,243+11.7% | Added |
| HighPoint Advisor Group LLC | 48,017 | $2.65M | 0.15% | −243−0.5% | Reduced |
| Adams Asset Advisors, LLC | 43,126 | $2.69M | 0.36% | +21,027+95.1% | Added |