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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 8,563 | $530.4K | 0.01% | +929+12.2% | Added |
| Evergreen Capital Management LLC | 8,326 | $526.0K | 0.02% | −761−8.4% | Reduced |
| Capital Investment Advisory Services, LLC | 8,439 | $525.8K | 0.05% | +65+0.8% | Added |
| Sterling Capital Management LLC | 8,401 | $523.4K | 0.01% | +8,401 | New |
| Eldridge Investment Advisors, Inc. | 8,363 | $521.0K | 0.12% | +938+12.6% | Added |
| MKT Advisors LLC | 8,521 | $520.4K | 0.24% | −587−6.4% | Reduced |
| Archer Investment Corp | 8,348 | $520.1K | 0.14% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,343 | $520.0K | 0.04% | +8,343 | New |
| Modern Wealth Management, LLC | 8,285 | $516.1K | 0.03% | +345+4.3% | Added |
| FLC Capital Advisors | 8,268 | $515.1K | 0.12% | −393−4.5% | Reduced |
| Sigma Planning Corp | 8,161 | $508.4K | 0.02% | −2,155−20.9% | Reduced |
| Focus Financial Network, Inc. | 8,047 | $508.4K | 0.02% | +1,231+18.1% | Added |
| PFG Investments, LLC | 8,066 | $502.5K | 0.03% | −361−4.3% | Reduced |
| Buckingham Strategic Partners | 8,033 | $500.5K | 0.01% | +389+5.1% | Added |
| 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 |
| Wellington Shields & Co., LLC | 7,956 | $495.7K | 0.15% | −200−2.5% | Reduced |
| Twinbeech Capital LP | 7,937 | $494.5K | 0.01% | +7,937 | New |
| Resources Investment Advisors, LLC. | 7,931 | $494.1K | 0.01% | −117−1.5% | Reduced |
| Atomi Financial Group, Inc. | 7,924 | $493.6K | 0.03% | +1,707+27.5% | Added |
| AE Wealth Management LLC | 7,865 | $490.0K | 0.00% | −1,913−19.6% | Reduced |
| Philadelphia Trust Co | 7,790 | $485.0K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,755 | $483.1K | 0.00% | −6,548−45.8% | Reduced |
| CIBC Asset Management Inc | 7,748 | $482.7K | 0.00% | +395+5.4% | Added |
| GWM Advisors LLC | 7,711 | $480.4K | 0.00% | −1,683−17.9% | Reduced |
| Wetherby Asset Management Inc | 7,583 | $472.4K | 0.02% | +72+1.0% | Added |
| Omers Administration Corp | 7,582 | $472.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,586 | $472.0K | 0.04% | −1,705−18.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 7,520 | $468.5K | 0.39% | −273−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,518 | $468.4K | 0.00% | +1,360+22.1% | Added |
| Per Stirling Capital Management, LLC. | 7,503 | $467.5K | 0.06% | −97−1.3% | Reduced |
| Dudley Capital Management, LLC | 7,400 | $461.0K | 0.24% | +500+7.2% | Added |
| Fifth Third Bancorp | 7,391 | $460.5K | 0.00% | +31+0.4% | Added |
| Inspire Advisors, LLC | 7,388 | $460.3K | 0.06% | −874−10.6% | Reduced |
| Teamwork Financial Advisors, LLC | 7,381 | $459.8K | 0.06% | −560−7.1% | Reduced |
| Frank, Rimerman Advisors LLC | 7,267 | $452.7K | 0.03% | −9,614−57.0% | Reduced |
| Investment Management Corp of Ontario | 7,229 | $450.4K | 0.01% | +2,300+46.7% | Added |
| Axxcess Wealth Management, LLC | 7,114 | $443.2K | 0.01% | +30.0% | Added |
| Burney Co | 7,089 | $441.7K | 0.02% | +10.0% | Added |
| Austin Private Wealth, LLC | 7,042 | $438.7K | 0.04% | −1,124−13.8% | Reduced |
| Herold Advisors, Inc. | 6,877 | $428.5K | 0.09% | +366+5.6% | Added |
| Perennial Investment Advisors, LLC | 6,859 | $427.3K | 0.06% | −697−9.2% | Reduced |
| NewEdge Wealth, LLC | 6,843 | $426.3K | 0.01% | +251+3.8% | Added |
| Cambria Investment Management, L.P. | 6,812 | $424.4K | 0.03% | +6,812 | New |
| D.A. Davidson & Co. | 6,750 | $420.5K | 0.00% | +171+2.6% | Added |
| Crestwood Advisors Group LLC | 6,702 | $417.5K | 0.01% | +79+1.2% | Added |
| J.W. Cole Advisors, Inc. | 6,698 | $417.3K | 0.02% | −1,004−13.0% | Reduced |
| Sawyer & Company, Inc | 6,695 | $417.0K | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,572 | $409.4K | 0.01% | +34+0.5% | Added |
| Everstar Asset Management, LLC | 6,517 | $406.0K | 0.28% | +6,517 | New |
| Kestra Private Wealth Services, LLC | 6,420 | $405.6K | 0.01% | +5+0.1% | Added |
| Cornercap Investment Counsel Inc | 6,474 | $403.3K | 0.12% | −3,051−32.0% | Reduced |
| Family Legacy, Inc. | 6,450 | $401.8K | 0.13% | −499−7.2% | Reduced |
| Avantax Planning Partners, Inc. | 6,437 | $401.0K | 0.01% | +176+2.8% | Added |
| Intrua Financial, LLC | 6,418 | $399.8K | 0.06% | +268+4.4% | Added |
| Avion Wealth | 6,413 | $399.0K | 0.10% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 6,370 | $396.9K | 0.01% | −600−8.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,312 | $393.2K | 0.02% | +28+0.4% | Added |
| Madden Securities Corp | 6,280 | $391.2K | 0.17% | 00.0% | Unchanged |
| Rockport Wealth LLC | 6,271 | $390.7K | 0.10% | +489+8.5% | Added |
| Aspire Wealth Management Corp | 6,211 | $387.0K | 0.21% | +35+0.6% | Added |
| Prospera Financial Services Inc | 6,116 | $381.1K | 0.01% | −28−0.5% | Reduced |
| Kowal Investment Group, LLC | 6,103 | $380.2K | 0.07% | +33+0.5% | Added |
| Commerzbank Aktiengesellschaft | 6,084 | $380.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6,100 | $380.0K | 0.24% | +6,100 | New |
| Centaurus Financial, Inc. | 6,086 | $379.0K | 0.02% | −301−4.7% | Reduced |
| Campbell Wealth Management | 6,073 | $378.0K | 0.03% | −1,783−22.7% | Reduced |
| Signaturefd, LLC | 6,036 | $376.0K | 0.01% | −739−10.9% | Reduced |
| Clarity Financial LLC | 6,034 | $375.9K | 0.04% | +6,034 | New |
| Panagora Asset Management Inc | 5,990 | $373.2K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 5,957 | $371.1K | 0.00% | −564−8.6% | Reduced |
| Quadcap Wealth Management, LLC | 5,926 | $369.3K | 0.06% | +12+0.2% | Added |
| Kovack Advisors, Inc. | 5,919 | $368.8K | 0.04% | −497−7.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,910 | $368.2K | 0.02% | +352+6.3% | Added |
| National Asset Management, Inc. | 5,850 | $367.5K | 0.01% | −1,594−21.4% | Reduced |
| Jacobi Capital Management LLC | 5,892 | $367.1K | 0.03% | +125+2.2% | Added |
| Apollon Financial, LLC | 5,876 | $366.1K | 0.11% | +5,876 | New |
| Park Avenue Securities LLC | 5,883 | $366.0K | 0.00% | −483−7.6% | Reduced |
| True North Advisors, LLC | 5,859 | $365.0K | 0.10% | −80−1.3% | Reduced |
| PEAK6 Investments LLC | 5,840 | $363.8K | 0.02% | +2,467+73.1% | Added |
| Glenmede Trust Co NA | 5,832 | $363.3K | 0.00% | −162−2.7% | Reduced |
| Western Wealth Management, LLC | 5,806 | $361.7K | 0.02% | −29−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 5,801 | $361.4K | 0.03% | −472−7.5% | Reduced |
| Allen Capital Group, LLC | 5,773 | $359.7K | 0.05% | +21+0.4% | Added |
| Ignite Planners, LLC | 5,733 | $357.2K | 0.08% | −3−0.1% | Reduced |
| Cullen Capital Management LLC | 5,723 | $356.5K | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 5,614 | $352.2K | 0.06% | +21+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,623 | $350.0K | 0.00% | −4,052−41.9% | Reduced |
| Profund Advisors LLC | 5,548 | $345.6K | 0.01% | −126−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 5,542 | $344.9K | 0.00% | +5,542 | New |
| Gilbert & Cook, Inc. | 5,520 | $343.9K | 0.05% | −23−0.4% | Reduced |
| Shell Asset Management Co | 5,501 | $343.0K | 0.02% | +5,501 | New |
| Basepoint Wealth LLC | 5,494 | $342.3K | 0.25% | +79+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,409 | $337.0K | 0.00% | −338−5.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,386 | $335.6K | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 5,383 | $335.4K | 0.17% | −3,896−42.0% | Reduced |
| Fox Run Management, L.L.C. | 5,381 | $335.2K | 0.07% | +5,381 | New |
| Jackson Wealth Management, LLC | 5,384 | $335.0K | 0.04% | +801+17.5% | Added |
| United Capital Financial Advisers, LLC | 5,319 | $331.4K | 0.00% | −202−3.7% | Reduced |
| Private Advisory Group LLC | 5,319 | $331.4K | 0.04% | +5,319 | New |