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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 16,878 | $1.05M | 0.03% | +2,115+14.3% | Added |
| WCG Wealth Advisors LLC | 16,797 | $1.05M | 0.07% | −4,052−19.4% | Reduced |
| Carnegie Lake Advisors LLC | 16,030 | $999.0K | 0.40% | +16,030 | New |
| RB Capital Management, LLC | 15,796 | $984.1K | 0.23% | −1,025−6.1% | Reduced |
| Bank of Nova Scotia | 15,757 | $981.7K | 0.00% | +39+0.2% | Added |
| DoubleLine ETF Adviser LP | 15,640 | $974.4K | 0.24% | +15,640 | New |
| Founders Financial Alliance, LLC | 15,602 | $972.0K | 0.27% | −125−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 15,517 | $966.7K | 0.18% | −309−2.0% | Reduced |
| Edgestream Partners, L.P. | 15,269 | $951.3K | 0.04% | +15,269 | New |
| Baird Financial Group, Inc. | 15,242 | $949.6K | 0.00% | +2,507+19.7% | Added |
| Principal Securities, Inc. | 15,120 | $942.0K | 0.02% | +444+3.0% | Added |
| Ameritas Advisory Services, LLC | 15,100 | $940.7K | 0.04% | +9,870+188.7% | Added |
| Crossmark Global Holdings, Inc. | 15,081 | $940.0K | 0.02% | +928+6.6% | Added |
| Ossiam | 15,011 | $935.2K | 0.02% | +3,755+33.4% | Added |
| Vista Investment Management | 14,886 | $927.4K | 0.35% | +482+3.3% | Added |
| SRS Capital Advisors, Inc. | 14,760 | $919.5K | 0.08% | −1,231−7.7% | Reduced |
| Nordea Investment Management AB | 14,748 | $910.7K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,606 | $909.9K | 0.04% | +50.0% | Added |
| United Services Automobile Association | 14,483 | $902.3K | 0.02% | −2,563−15.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,278 | $895.8K | 0.00% | +4,554+46.8% | Added |
| FNY Investment Advisers, LLC | 14,300 | $890.0K | 0.43% | +14,300 | New |
| Perigon Wealth Management, LLC | 13,928 | $867.7K | 0.02% | +13,928 | New |
| Atria Investments LLC | 13,886 | $865.1K | 0.01% | −1,422−9.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 13,875 | $864.4K | 0.04% | −160−1.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,488 | $840.3K | 0.00% | +20+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,251 | $825.5K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 13,175 | $820.8K | 0.36% | +2,762+26.5% | Added |
| Raymond James Trust N.A. | 13,109 | $816.7K | 0.02% | −218−1.6% | Reduced |
| RMB Capital Management, LLC | 13,089 | $815.4K | 0.02% | −578−4.2% | Reduced |
| WealthPLAN Partners, LLC | 13,034 | $812.0K | 0.11% | −8,224−38.7% | Reduced |
| Stephens Inc | 13,000 | $809.9K | 0.01% | +953+7.9% | Added |
| Dynamic Advisor Solutions LLC | 12,800 | $797.4K | 0.02% | −750−5.5% | Reduced |
| Client 1st Advisory Group, LLC | 12,721 | $792.5K | 0.31% | −1,000−7.3% | Reduced |
| HB Wealth Management, LLC | 12,534 | $780.9K | 0.01% | +115+0.9% | Added |
| AXS Investments LLC | 12,500 | $778.8K | 0.21% | −14,200−53.2% | Reduced |
| Maryland State Retirement & Pension System | 12,378 | $771.1K | 0.02% | −3,833−23.6% | Reduced |
| Lazard Asset Management LLC | 12,093 | $753.0K | 0.00% | −6,767−35.9% | Reduced |
| Janus Henderson Group PLC | 11,985 | $746.7K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 13,208 | $745.5K | 0.02% | +2,445+22.7% | Added |
| Boothbay Fund Management, LLC | 11,915 | $742.3K | 0.02% | +248+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 11,887 | $740.6K | 0.01% | +494+4.3% | Added |
| Howe & Rusling Inc | 11,886 | $740.5K | 0.06% | −27−0.2% | Reduced |
| Colonial Trust Co | 11,849 | $738.2K | 0.11% | −821−6.5% | Reduced |
| Prudential PLC | 11,808 | $735.6K | 0.00% | +11,808 | New |
| O'Shaughnessy Asset Management, LLC | 12,271 | $735.3K | 0.01% | +2,983+32.1% | Added |
| Mackenzie Financial Corp | 11,672 | $727.2K | 0.00% | −776−6.2% | Reduced |
| Aurora Private Wealth, Inc. | 11,646 | $726.0K | 0.57% | +37+0.3% | Added |
| Cooper Financial Group | 11,629 | $724.5K | 0.09% | +748+6.9% | Added |
| Wealthspire Advisors, LLC | 11,578 | $721.3K | 0.01% | +11,578 | New |
| Warren Averett Asset Management, LLC | 11,403 | $710.4K | 0.01% | −3,666−24.3% | Reduced |
| Concurrent Investment Advisors, LLC | 11,238 | $700.1K | 0.02% | +85+0.8% | Added |
| Liberty One Investment Management, LLC | 11,227 | $699.5K | 0.07% | −305−2.6% | Reduced |
| TownSquare Capital, LLC | 11,099 | $691.5K | 0.01% | +550+5.2% | Added |
| Pinnacle Financial Partners Inc | 11,050 | $688.4K | 0.01% | +1,400+14.5% | Added |
| Diligent Investors, LLC | 10,989 | $684.6K | 0.16% | +174+1.6% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $679.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,899 | $679.0K | 0.02% | −684−5.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,881 | $677.9K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,770 | $670.4K | 0.01% | +3,278+43.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,705 | $666.9K | 0.03% | −128−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 10,698 | $666.5K | 0.01% | −1,049−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10,567 | $658.3K | 0.02% | +4,034+61.7% | Added |
| Advisory Services Network, LLC | 11,955 | $658.1K | 0.01% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 11,763 | $655.4K | 0.61% | −600−4.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $647.9K | 0.15% | 00.0% | Unchanged |
| 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 |
| Oppenheimer & Co Inc | 10,253 | $638.8K | 0.01% | −230−2.2% | Reduced |
| Spirit of America Management Corp | 10,200 | $635.5K | 0.13% | −5,000−32.9% | Reduced |
| Accel Wealth Management | 10,050 | $626.1K | 0.23% | +43+0.4% | Added |
| Assetmark, Inc | 10,013 | $623.8K | 0.00% | +304+3.1% | Added |
| Norinchukin Bank, The | 9,989 | $622.3K | 0.01% | −94−0.9% | Reduced |
| Demars Financial Group, LLC | 9,883 | $615.7K | 0.28% | +216+2.2% | Added |
| Hudson Portfolio Management LLC | 9,732 | $606.3K | 0.60% | +9,732 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,695 | $604.0K | 0.35% | +93+1.0% | Added |
| First National Trust Co | 9,628 | $599.8K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 9,615 | $599.0K | 0.12% | +650+7.3% | Added |
| CIC Wealth, LLC | 9,498 | $591.7K | 0.15% | +475+5.3% | Added |
| Walleye Trading LLC | 9,484 | $590.9K | 0.01% | +3,944+71.2% | Added |
| IHT Wealth Management, LLC | 9,430 | $585.6K | 0.02% | +1,723+22.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $585.5K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 9,353 | $582.7K | 0.00% | −268−2.8% | Reduced |
| Old Port Advisors | 9,338 | $581.8K | 0.16% | +441+5.0% | Added |
| Legacy Capital Wealth Partners, LLC | 9,109 | $567.5K | 0.11% | +1,560+20.7% | Added |
| Candriam Luxembourg S.C.A. | 9,090 | $566.3K | 0.00% | +1,678+22.6% | Added |
| Marex Group plc | 9,070 | $565.1K | 0.01% | −8,000−46.9% | Reduced |
| Intech Investment Management LLC | 9,005 | $561.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,003 | $560.9K | 0.02% | −2,993−24.9% | Reduced |
| Independent Advisor Alliance | 8,956 | $558.0K | 0.02% | −1,077−10.7% | Reduced |
| Clear Creek Financial Management, LLC | 8,905 | $554.8K | 0.06% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 8,777 | $546.8K | 0.13% | +6+0.1% | Added |
| WealthPlan Investment Management, LLC | 8,746 | $544.8K | 0.06% | −8,947−50.6% | 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 |
| MAI Capital Management | 8,737 | $544.3K | 0.01% | −89−1.0% | Reduced |
| Shelton Capital Management | 8,651 | $539.0K | 0.01% | −258−2.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 8,629 | $537.6K | 0.02% | −1,517−15.0% | Reduced |
| Crestline Management, LP | 8,619 | $537.0K | 0.03% | +8,619 | New |
| EP Wealth Advisors, LLC | 8,549 | $532.6K | 0.00% | +3,329+63.8% | Added |
| Mission Creek Capital Partners, Inc. | 8,530 | $531.4K | 0.12% | −897−9.5% | Reduced |