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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.

Institutional holdersQ3 2024: 805 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ3 2024: $9.17B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Strategic Investment Solutions, Inc.4$2490.00%00.0%Unchanged
West Branch Capital LLC3$1870.00%+3New
TFC Financial Management2$1250.00%00.0%Unchanged
Dogwood Wealth Management LLC0$10.00%0Unchanged
Coston, McIsaac & Partners14$00.00%00.0%Unchanged
Canada Pension Plan Investment Board0$00.00%−583,851−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−88,388−100.0%Sold out
USS Investment Management Ltd0$00.00%−86,454−100.0%Sold out
Arkfeld Wealth Strategies, L.L.C.0$00.00%−83,657−100.0%Sold out
National Pension Service0$00.00%−79,465−100.0%Sold out
Neo Ivy Capital Management0$00.00%−67,424−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−66,802−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−27,732−100.0%Sold out
Quantbot Technologies LP0$00.00%−26,564−100.0%Sold out
APG Asset Management N.V.0$00.00%−26,647−100.0%Sold out
Paradiem, LLC0$00.00%−21,622−100.0%Sold out
IMC-Chicago, LLC0$00.00%−20,471−100.0%Sold out
Centiva Capital, LP0$00.00%−18,255−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−16,677−100.0%Sold out
MBB Public Markets I LLC0$00.00%−15,875−100.0%Sold out
Pearl River Capital, LLC0$00.00%−13,110−100.0%Sold out
Scientech Research LLC0$00.00%−12,958−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−8,206−100.0%Sold out
FORA Capital, LLC0$00.00%−8,011−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−7,644−100.0%Sold out
MQS Management LLC0$00.00%−6,501−100.0%Sold out
Lockheed Martin Investment Management Co0$00.00%−5,750−100.0%Sold out
BTC Capital Management, Inc.0$00.00%−5,068−100.0%Sold out
Willis Johnson & Associates, Inc.0$00.00%−4,598−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−4,243−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−4,252−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−4,033−100.0%Sold out
Prosperitas Financial LLC0$00.00%−4,001−100.0%Sold out
Nomura Holdings Inc0$00.00%−3,909−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−3,870−100.0%Sold out
Wedbush Securities Inc0$00.00%−3,805−100.0%Sold out
Boston Private Wealth LLC0$00.00%−3,716−100.0%Sold out
Kelly Financial Services LLC0$00.00%−1,784−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−1,443−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−1,200−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−740−100.0%Sold out
Register Financial Advisors LLC0$00.00%−718−100.0%Sold out
Ibex Wealth Advisors0$00.00%−716−100.0%Sold out
EdgeRock Capital LLC0$00.00%−715−100.0%Sold out
Alta Advisers Ltd0$00.00%−700−100.0%Sold out
State of Wyoming0$00.00%−688−100.0%Sold out
Moser Wealth Advisors, LLC0$00.00%−681−100.0%Sold out
Lynx Investment Advisory0$00.00%−622−100.0%Sold out
Quarry LP0$00.00%−560−100.0%Sold out
Mark Sheptoff Financial Planning, LLC0$00.00%−558−100.0%Sold out
Gradient Investments LLC0$00.00%−489−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−344−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−307−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−274−100.0%Sold out
SWS Partners0$00.00%−274−100.0%Sold out
Bank of New Hampshire0$00.00%−231−100.0%Sold out
Matrix Trust Co0$00.00%−222−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−209−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−129−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−100−100.0%Sold out
RFP Financial Group LLC0$00.00%−100−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−33−100.0%Sold out
BFSG, LLC0$00.00%−10−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−4−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Hoylecohen, LLC––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Karpas Strategies, LLC––––Not filed
Walden Wealth Partners LLC––––Not filed
Gratus Capital LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
JJJ Advisors Inc.––––Not filed
Sofos Investments, Inc.––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
Private Ocean, LLC––––Not filed