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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,406 | $212.2K | 0.03% | +3,406 | New |
| Detalus Advisors, LLC | 3,400 | $211.8K | 0.07% | +3,400 | New |
| Heirloom Wealth Management | 3,362 | $209.4K | 0.07% | −3,534−51.2% | Reduced |
| Goldstone Financial Group, LLC | 3,345 | $208.4K | 0.04% | +3,345 | New |
| First Heartland Consultants, Inc. | 3,339 | $208.0K | 0.02% | +3,339 | New |
| Quadrant Capital Group LLC | 3,336 | $207.8K | 0.01% | −2−0.1% | Reduced |
| RFG Advisory, LLC | 3,324 | $207.1K | 0.01% | −464−12.2% | Reduced |
| Bourgeon Capital Management LLC | 3,301 | $205.7K | 0.04% | +3,301 | New |
| New Wave Wealth Advisors LLC | 3,286 | $204.7K | 0.09% | +3,286 | New |
| Heritage Oak Wealth Advisors LLC | 3,286 | $204.7K | 0.09% | +3,286 | New |
| Focused Wealth Management, Inc | 3,269 | $203.7K | 0.03% | +3,269 | New |
| Capital Investment Advisors, LLC | 3,268 | $203.6K | 0.00% | +3,268 | New |
| Tyche Wealth Partners LLC | 3,258 | $203.0K | 0.05% | +3,258 | New |
| Ritholtz Wealth Management | 3,246 | $202.2K | 0.01% | +3,246 | New |
| Principle Wealth Partners LLC | 3,240 | $201.9K | 0.01% | +3,240 | New |
| Meeder Advisory Services, Inc. | 3,231 | $201.3K | 0.01% | +3,231 | New |
| Guyasuta Investment Advisors Inc | 3,230 | $201.2K | 0.01% | −950−22.7% | Reduced |
| Venture Visionary Partners LLC | 3,220 | $200.6K | 0.01% | +3,220 | New |
| Parallel Advisors, LLC | 3,214 | $200.3K | 0.00% | +1,045+48.2% | Added |
| HM Payson & Co | 2,990 | $186.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,970 | $185.0K | 0.02% | +31+1.1% | Added |
| Motco | 2,952 | $183.9K | 0.02% | −831−22.0% | Reduced |
| Group One Trading, L.P. | 2,920 | $181.9K | 0.01% | −600−17.0% | Reduced |
| LGT Financial Advisors LLC | 2,797 | $174.2K | 0.43% | −3,464−55.3% | Reduced |
| Trust Co of Vermont | 2,791 | $173.9K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,547 | $158.7K | 0.02% | +2,547 | New |
| AllSquare Wealth Management LLC | 2,540 | $158.2K | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,506 | $156.0K | 0.00% | −2,643−51.3% | Reduced |
| Truvestments Capital LLC | 2,492 | $155.2K | 0.04% | +2,492 | New |
| IAG Wealth Partners, LLC | 2,489 | $155.0K | 0.03% | −356−12.5% | Reduced |
| Sandy Spring Bank | 2,470 | $153.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 2,463 | $153.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,449 | $152.5K | 0.01% | −239−8.9% | Reduced |
| GAMMA Investing LLC | 2,444 | $152.3K | 0.02% | +212+9.5% | Added |
| Creative Financial Designs Inc | 2,365 | $147.3K | 0.01% | −157−6.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,351 | $146.5K | 0.03% | +14+0.6% | Added |
| CIBC Private Wealth Group, LLC | 2,300 | $143.3K | 0.00% | −279−10.8% | Reduced |
| Belvedere Trading LLC | 2,262 | $140.9K | 0.01% | +2,262 | New |
| Oarsman Capital, Inc. | 2,250 | $140.2K | 0.03% | +2,250 | New |
| AdvisorNet Financial, Inc | 2,198 | $136.9K | 0.01% | +1,367+164.5% | Added |
| Concord Wealth Partners | 2,166 | $134.9K | 0.02% | −266−10.9% | Reduced |
| Pin Oak Investment Advisors Inc | 2,100 | $130.0K | 0.12% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,075 | $129.3K | 0.00% | +1,462+238.5% | Added |
| Spire Wealth Management | 2,055 | $128.0K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,030 | $126.5K | 0.10% | +2,030 | New |
| Westend Capital Management, LLC | 2,000 | $124.6K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,000 | $124.6K | 0.03% | +100+5.3% | Added |
| Jones Financial Companies LLLP | 1,949 | $122.3K | 0.00% | +820+72.6% | Added |
| Rise Advisors, LLC | 1,874 | $116.7K | 0.06% | +11+0.6% | Added |
| Headlands Technologies LLC | 1,778 | $110.8K | 0.01% | +1,778 | New |
| Fairscale Capital, LLC | 1,600 | $101.1K | 0.09% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,543 | $96.1K | 0.04% | +1,543 | New |
| Central Trust Co | 1,522 | $94.8K | 0.00% | +2+0.1% | Added |
| Farther Finance Advisors, LLC | 1,520 | $94.7K | 0.00% | +838+122.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $93.5K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,442 | $89.8K | 0.00% | +503+53.6% | Added |
| ORG Partners LLC | 1,428 | $89.1K | 0.01% | −397−21.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,426 | $88.9K | 0.00% | +61+4.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,379 | $85.9K | 0.01% | −2,785−66.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,559 | $85.8K | 0.00% | +613+64.8% | Added |
| Financial Gravity Companies, Inc. | 1,359 | $84.7K | 0.02% | +1,359 | New |
| IFP Advisors, Inc | 1,359 | $84.7K | 0.00% | +70+5.4% | Added |
| Armstrong Advisory Group, Inc | 1,351 | $84.2K | 0.01% | −931−40.8% | Reduced |
| Logan Capital Management Inc | 1,300 | $81.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,298 | $80.9K | 0.03% | +1,298 | New |
| CoreCap Advisors, LLC | 1,291 | $80.4K | 0.00% | +90+7.5% | Added |
| FIL Ltd | 1,289 | $80.3K | 0.00% | −1,672−56.5% | Reduced |
| South State Corp. | 1,244 | $77.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,206 | $75.1K | 0.00% | +80+7.1% | Added |
| Financial Management Professionals, Inc. | 1,206 | $75.0K | 0.01% | −294−19.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,178 | $73.4K | 0.06% | +36+3.2% | Added |
| Addison Advisors LLC | 1,136 | $70.8K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,135 | $70.7K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,117 | $70.6K | 0.00% | +1,117 | New |
| Whittier Trust Co | 1,100 | $68.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,064 | $66.3K | 0.00% | −324−23.3% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $63.2K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,000 | $62.3K | 0.04% | +1,000 | New |
| St Germain D J Co Inc | 992 | $61.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 969 | $60.4K | 0.01% | +7+0.7% | Added |
| Eastern Bank | 965 | $60.1K | 0.00% | +965 | New |
| Central Pacific Bank - Trust Division | 961 | $59.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 943 | $59.0K | 0.00% | +6+0.6% | Added |
| Lindbrook Capital, LLC | 930 | $57.9K | 0.01% | −148−13.7% | Reduced |
| Wolff Wiese Magana LLC | 918 | $57.2K | 0.04% | +363+65.4% | Added |
| Huntington National Bank | 902 | $56.2K | 0.00% | +43+5.0% | Added |
| MCF Advisors LLC | 891 | $56.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $54.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 926 | $54.3K | 0.03% | +463+100.0% | Added |
| Princeton Global Asset Management LLC | 869 | $54.1K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $53.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 854 | $53.6K | 0.01% | +526+160.4% | Added |
| Bangor Savings Bank | 850 | $53.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 824 | $51.3K | 0.00% | +341+70.6% | Added |
| MV Capital Management, Inc. | 762 | $47.5K | 0.01% | −1,252−62.2% | Reduced |
| Ridgewood Investments LLC | 750 | $46.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 733 | $45.7K | 0.00% | −194−20.9% | Reduced |
| PSI Advisors, LLC | 709 | $44.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 700 | $43.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $43.6K | 0.02% | +400+133.3% | Added |