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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 5,254 | $329.6K | 0.05% | +1,164+28.5% | Added |
| Carret Asset Management, LLC | 5,282 | $329.1K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,281 | $329.0K | 0.00% | −275−4.9% | Reduced |
| Applied Finance Capital Management, LLC | 5,269 | $328.3K | 0.01% | −615−10.5% | Reduced |
| H&H Retirement Design & Management INC | 5,494 | $327.3K | 0.19% | 00.0% | Unchanged |
| Greenleaf Trust | 5,173 | $322.3K | 0.00% | −547−9.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,073 | $316.0K | 0.01% | −254−4.8% | Reduced |
| Rafferty Asset Management, LLC | 5,046 | $314.4K | 0.00% | −346−6.4% | Reduced |
| Summit Wealth Group, LLC | 5,047 | $314.0K | 0.09% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 5,000 | $311.5K | 0.24% | −760−13.2% | Reduced |
| Benjamin Edwards Inc | 4,976 | $310.1K | 0.00% | +4,062+444.4% | Added |
| Mesirow Financial Investment Management, Inc. | 4,970 | $309.6K | 0.01% | −4,500−47.5% | Reduced |
| SageView Advisory Group, LLC | 4,935 | $307.4K | 0.02% | −424−7.9% | Reduced |
| Barlow Wealth Partners, Inc. | 5,049 | $303.3K | 0.04% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,473 | $303.3K | 0.04% | −885−13.9% | Reduced |
| Sound Income Strategies, LLC | 4,865 | $303.1K | 0.02% | −50−1.0% | Reduced |
| Round Rock Advisors, LLC | 4,849 | $302.1K | 0.07% | −171−3.4% | Reduced |
| Equitable Holdings, Inc. | 4,827 | $300.7K | 0.00% | −519−9.7% | Reduced |
| Credit Agricole S A | 4,800 | $299.0K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,798 | $298.9K | 0.11% | +633+15.2% | Added |
| AIA Group Ltd | 4,773 | $297.4K | 0.01% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,734 | $295.0K | 0.11% | −13−0.3% | Reduced |
| Columbia Asset Management | 4,725 | $294.0K | 0.05% | 00.0% | Unchanged |
| Napa Wealth Management | 4,716 | $293.8K | 0.14% | +778+19.8% | Added |
| Cherry Tree Wealth Management, LLC | 4,707 | $293.2K | 0.07% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,698 | $292.7K | 0.19% | −204−4.2% | Reduced |
| Hilltop Holdings Inc. | 4,670 | $290.9K | 0.02% | +4,670 | New |
| Veriti Management LLC | 4,636 | $288.8K | 0.02% | −103−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 4,573 | $284.9K | 0.01% | −500−9.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,556 | $283.8K | 0.14% | −1,230−21.3% | Reduced |
| Engineers Gate Manager LP | 4,522 | $281.7K | 0.01% | −20,293−81.8% | Reduced |
| Regions Financial Corp | 4,517 | $281.4K | 0.00% | +4,517 | New |
| Kingswood Wealth Advisors, LLC | 4,470 | $280.4K | 0.02% | −2,393−34.9% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $280.4K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,445 | $276.9K | 0.06% | +46+1.0% | Added |
| Fisher Asset Management, LLC | 4,435 | $276.3K | 0.00% | −555−11.1% | Reduced |
| Wambolt & Associates, LLC | 4,487 | $275.3K | 0.08% | −1,703−27.5% | Reduced |
| Kingsview Wealth Management, LLC | 4,410 | $274.7K | 0.01% | +7+0.2% | Added |
| We Are One Seven, LLC | 4,405 | $274.5K | 0.01% | −1,453−24.8% | Reduced |
| Berger Financial Group, Inc | 4,387 | $273.3K | 0.02% | +20+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 4,366 | $272.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,287 | $267.1K | 0.00% | −95,592−95.7% | Reduced |
| Garrison Asset Management, LLC | 4,259 | $265.3K | 0.13% | +4+0.1% | Added |
| Change Path, LLC | 4,236 | $263.9K | 0.01% | +523+14.1% | Added |
| Ci Investments Inc. | 4,228 | $263.0K | 0.00% | −198−4.5% | Reduced |
| Alaska Permanent Fund Corp | 4,219 | $262.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,213 | $262.5K | 0.00% | +4,213 | New |
| Paloma Partners Management Co | 4,200 | $261.7K | 0.01% | +4,200 | New |
| Applied Capital LLC | 4,191 | $261.1K | 0.20% | +4,191 | New |
| Daymark Wealth Partners, LLC | 4,190 | $261.1K | 0.01% | +3+0.1% | Added |
| Tritonpoint Wealth, LLC | 4,153 | $260.6K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 4,177 | $260.2K | 0.04% | −1,815−30.3% | Reduced |
| SWP Financial LLC | 4,173 | $260.0K | 0.16% | −182−4.2% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,626 | $259.9K | 0.13% | −165−3.4% | Reduced |
| HBW Advisory Services LLC | 4,172 | $259.9K | 0.04% | −1,290−23.6% | Reduced |
| GW Henssler & Associates Ltd | 4,159 | $259.1K | 0.01% | +4,159 | New |
| Larson Financial Group LLC | 4,097 | $255.3K | 0.01% | +60+1.5% | Added |
| D.B. Root & Company, LLC | 4,065 | $253.3K | 0.08% | −3,566−46.7% | Reduced |
| Centersquare Investment Management LLC | 4,064 | $253.2K | 0.00% | −4,263−51.2% | Reduced |
| Peachtree Investment Partners, LLC | 4,061 | $253.0K | 0.10% | +39+1.0% | Added |
| Rakuten Investment Management, Inc. | 4,003 | $251.1K | 0.00% | +995+33.1% | Added |
| Two Sigma Securities, LLC | 4,023 | $250.6K | 0.02% | −878−17.9% | Reduced |
| LexAurum Advisors, LLC | 4,014 | $250.1K | 0.05% | −450−10.1% | Reduced |
| BancorpSouth Bank | 4,000 | $249.2K | 0.02% | −132−3.2% | Reduced |
| Accurate Wealth Management, LLC | 4,175 | $248.7K | 0.05% | +277+7.1% | Added |
| GeoWealth Management, LLC | 3,962 | $246.8K | 0.01% | −1,441−26.7% | Reduced |
| Monterey Private Wealth, Inc. | 3,953 | $246.3K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,950 | $246.1K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,919 | $244.2K | 0.02% | −988−20.1% | Reduced |
| Optimum Investment Advisors | 3,907 | $243.4K | 0.11% | −2,300−37.1% | Reduced |
| Proequities, Inc. | 3,830 | $242.0K | 0.01% | −205−5.1% | Reduced |
| Tradition Wealth Management, LLC | 3,880 | $241.7K | 0.02% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,845 | $239.5K | 0.06% | −179−4.4% | Reduced |
| Insight Wealth Partners, LLC | 3,820 | $238.0K | 0.15% | −1,301−25.4% | Reduced |
| Mach-1 Financial Group, Inc. | 3,799 | $236.7K | 0.15% | −55−1.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,782 | $235.6K | 0.09% | −200−5.0% | Reduced |
| Keynote Financial Services LLC | 3,760 | $234.2K | 0.18% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,696 | $233.5K | 0.01% | +3,696 | New |
| Tompkins Financial Corp | 3,720 | $231.8K | 0.02% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,718 | $231.6K | 0.09% | −299−7.4% | Reduced |
| Lido Advisors, LLC | 3,710 | $231.1K | 0.00% | −899−19.5% | Reduced |
| Adapt Wealth Advisors, LLC | 3,710 | $231.1K | 0.12% | −241−6.1% | Reduced |
| Battery Global Advisors, LLC | 3,655 | $230.9K | 0.13% | +3,655 | New |
| Capital Planning Advisors, LLC | 3,657 | $227.8K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,627 | $226.0K | 0.00% | +3,627 | New |
| Merit Financial Group, LLC | 3,627 | $226.0K | 0.01% | +3,627 | New |
| Harbour Investments, Inc. | 3,626 | $225.9K | 0.01% | +203+5.9% | Added |
| Raleigh Capital Management Inc. | 3,625 | $225.8K | 0.09% | −327−8.3% | Reduced |
| Modera Wealth Management, LLC | 3,580 | $223.0K | 0.00% | +3,580 | New |
| Clearview Wealth Advisors LLC | 3,567 | $222.2K | 0.17% | −128−3.5% | Reduced |
| Diversify Advisory Services, LLC | 3,761 | $222.1K | 0.01% | −1,153−23.5% | Reduced |
| Gen-Wealth Partners Inc | 3,931 | $220.9K | 0.10% | −5,112−56.5% | Reduced |
| Trust Point Inc. | 3,540 | $220.5K | 0.02% | +3,540 | New |
| Cornerstone Wealth Group, LLC | 3,508 | $218.5K | 0.02% | −1,382−28.3% | Reduced |
| Empowered Funds, LLC | 3,507 | $218.5K | 0.00% | +3,507 | New |
| Argent Trust Co | 3,500 | $218.1K | 0.01% | −623−15.1% | Reduced |
| King Wealth | 3,495 | $218.0K | 0.03% | +3,495 | New |
| UMA Financial Services, Inc. | 3,659 | $218.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 3,447 | $214.7K | 0.02% | −1,078−23.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,421 | $213.1K | 0.02% | −435−11.3% | Reduced |