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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 697 | $43.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 680 | $42.4K | 0.02% | +616+962.5% | Added |
| Advisors Asset Management, Inc. | 670 | $41.7K | 0.00% | +168+33.5% | Added |
| Abich Financial Wealth Management LLC | 668 | $41.6K | 0.09% | +641+2,374.1% | Added |
| Massmutual Trust Co FSB | 651 | $40.6K | 0.00% | +172+35.9% | Added |
| Maia Wealth LLC | 650 | $40.5K | 0.01% | +650 | New |
| Strengthening Families & Communities, LLC | 617 | $38.5K | 0.01% | +9+1.5% | Added |
| McIlrath & Eck, LLC | 614 | $38.3K | 0.00% | −69−10.1% | Reduced |
| Paladin Advisory Group, LLC | 598 | $37.3K | 0.03% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 587 | $36.6K | 0.02% | +9+1.6% | Added |
| New England Capital Financial Advisors LLC | 583 | $36.3K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $36.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 571 | $35.6K | 0.01% | −2,750−82.8% | Reduced |
| HHM Wealth Advisors, LLC | 545 | $34.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 518 | $32.3K | 0.01% | −164−24.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 528 | $32.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 493 | $30.7K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 493 | $30.7K | 0.01% | +15+3.1% | Added |
| Claris Advisors, LLC | 455 | $28.4K | 0.01% | +455 | New |
| Hexagon Capital Partners LLC | 422 | $26.3K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 421 | $26.2K | 0.01% | +421 | New |
| Covestor Ltd | 415 | $26.0K | 0.02% | −712−63.2% | Reduced |
| First United Bank Trust | 415 | $25.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $25.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $24.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $24.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 383 | $23.9K | 0.01% | +383 | New |
| Richard W. Paul & Associates, LLC | 370 | $23.1K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 351 | $21.9K | 0.01% | +151+75.5% | Added |
| Thompson Investment Management, Inc. | 349 | $21.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 348 | $21.7K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 339 | $21.0K | 0.00% | −71−17.3% | Reduced |
| Financial Network Wealth Advisors LLC | 316 | $19.7K | 0.02% | +18+6.0% | Added |
| Nemes Rush Group LLC | 331 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 293 | $18.3K | 0.01% | −250−46.0% | Reduced |
| GHP Investment Advisors, Inc. | 285 | $17.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 270 | $17.1K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 267 | $16.6K | 0.01% | +4+1.5% | Added |
| Golden State Equity Partners | 266 | $16.6K | 0.00% | +266 | New |
| Parkside Financial Bank & Trust | 242 | $15.1K | 0.00% | +9+3.9% | Added |
| Venturi Wealth Management, LLC | 238 | $14.8K | 0.00% | +31+15.0% | Added |
| TD Private Client Wealth LLC | 237 | $14.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 235 | $14.6K | 0.00% | +71+43.3% | Added |
| Ameliora Wealth Management Ltd. | 230 | $14.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 220 | $13.7K | 0.00% | +220 | New |
| NCP Inc. | 209 | $13.0K | 0.01% | +3+1.5% | Added |
| M&R Capital Management Inc | 209 | $13.0K | 0.00% | +27+14.8% | Added |
| Broadwater Capital Management LLC | 200 | $12.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 191 | $11.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 190 | $11.8K | 0.00% | +3+1.6% | Added |
| Private Wealth Management Group, LLC | 189 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 178 | $11.0K | 0.00% | −3,120,387−100.0% | Reduced |
| Kennebec Savings Bank | 165 | $10.3K | 0.01% | +165 | New |
| REAP Financial Group, LLC | 164 | $10.2K | 0.00% | −2−1.2% | Reduced |
| Flputnam Investment Management Co | 300 | $9.68K | 0.00% | −575−65.7% | Reduced |
| Byrne Asset Management LLC | 160 | $9.65K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $9.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $9.35K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 136 | $8.47K | 0.00% | +7+5.4% | Added |
| Blume Capital Management, Inc. | 134 | $8.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 146 | $8.29K | 0.00% | −32−18.0% | Reduced |
| Beacon Capital Management, LLC | 129 | $8.04K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 125 | $7.79K | 0.00% | −75−37.5% | Reduced |
| Bell Investment Advisors, Inc | 124 | $7.73K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $7.48K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 117 | $7.30K | 0.00% | −1,719−93.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 104 | $6.48K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 100 | $6.23K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 91 | $5.67K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 88 | $5.48K | 0.00% | +1+1.1% | Added |
| Birchbrook, Inc. | 80 | $4.98K | 0.00% | +80 | New |
| Bokf, NA | 71 | $4.33K | 0.00% | −212−74.9% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $4.05K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 58 | $3.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.35K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 49 | $3.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $2.99K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $2.49K | 0.00% | +11+37.9% | Added |
| Mather Group, LLC. | 37 | $2.31K | 0.00% | −93−71.5% | Reduced |
| Red Tortoise LLC | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 32 | $1.99K | 0.00% | +9+39.1% | Added |
| Eukles Asset Management | 30 | $1.87K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 28 | $1.74K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 28 | $1.53K | 0.00% | +1+3.7% | Added |
| Capital Performance Advisors LLP | 24 | $1.50K | 0.00% | +24 | New |
| Continuum Advisory, LLC | 19 | $1.04K | 0.00% | −1−5.0% | Reduced |
| Dunhill Financial, LLC | 14 | $900 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $872 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $748 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $695 | 0.00% | +11 | New |
| 1620 Investment Advisors, Inc. | 10 | $629 | 0.00% | +10 | New |
| Voisard Asset Management Group, Inc. | 9 | $561 | 0.00% | +9 | New |
| CBIZ Investment Advisory Services, LLC | 8 | $505 | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 6 | $374 | 0.00% | 00.0% | Unchanged |