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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.

Q4 2024 vs. Q3 2024

How the institutions holding W. P. Carey Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WPC: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders80514782−9
Shares147.4M553.9K150.6M+3.75M (+2.6%)
Value$9.17B$34.5M$8.16B−$971.6M (−10.6%)

14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held W. P. Carey Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WPC in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc577,139$31.4M0.01%
Caisse de Depot Et Placement du Quebec571,289$31.1M0.06%
Alyeska Investment Group, L.P.232,463$12.7M0.05%
Natixis141,553$7.71M0.05%
APG Asset Management N.V.119,800$6.30M0.02%
KLP Kapitalforvaltning AS113,300$6.26M0.03%
STRS Ohio81,659$4.45M0.02%
CIBC World Markets Inc.70,285$3.83M0.01%
New Age Alpha Advisors, LLC61,646$3.36M0.14%
Twin Tree Management, LP59,955$3.27M0.08%
TT Capital Management LLC56,324$3.11M2.48%
Nomura Holdings Inc52,806$2.88M0.02%
Generali Asset Management SPA SGR52,635$2.87M0.07%
Susquehanna Fundamental Investments, LLC50,329$2.74M0.05%
U.S. Capital Wealth Advisors, LLC48,944$2.67M0.08%
Freedom Financial Partners LLC48,029$2.62M1.26%
Verition Fund Management LLC43,642$2.38M0.01%
Mubadala Investment Co PJSC43,389$2.36M0.01%
Rodgers Brothers Inc.41,750$2.27M0.30%
Acadian Asset Management LLC38,692$2.11M0.01%
Inceptionr LLC36,449$1.99M0.44%
Signet Financial Management, LLC35,644$1.94M0.25%
BridgePort Financial Solutions, LLC27,522$1.77M0.80%
Police & Firemen's Retirement System of New Jersey31,307$1.71M0.02%
Fiduciary Alliance LLC26,034$1.42M0.14%
Sabal Trust CO18,922$1.03M0.06%
Meixler Investment Management, Ltd.18,485$1.01M0.75%
Martingale Asset Management L P17,884$974.3K0.02%
Wealthstar Advisors, LLC15,840$863.0K0.37%
Consolidated Portfolio Review Corp15,152$825.5K0.13%
Liberty Square Wealth Partners LLC11,099$651.4K0.24%
Stevens Capital Management LP11,036$601.0K0.24%
BI Asset Management Fondsmaeglerselskab A/S10,955$597.0K0.01%
Virtu Financial LLC10,375$565.0K0.03%
Diversified Trust Co9,799$533.8K0.01%
Axis Wealth Partners, LLC8,597$468.4K0.39%
Two Sigma Advisers, LP8,400$457.6K0.00%
Gutierrez Wealth Advisory, LLC7,528$410.1K0.34%
Machina Capital S.A.S.7,159$390.0K0.16%
Allstate Corp6,725$366.4K0.01%
Pensionmark Financial Group, LLC6,625$360.9K0.01%
EntryPoint Capital, LLC6,488$353.5K0.15%
Claris Financial LLC5,258$286.4K0.19%
Everence Capital Management Inc5,250$286.0K0.02%
RFG - Bristol Wealth Advisors, LLC5,067$276.1K0.09%
PEAK6 LLC4,923$268.2K0.01%
Tiaa Trust, National Association4,791$261.0K0.00%
Mystic Asset Management, Inc.4,611$251.2K0.07%
iA Global Asset Management Inc.4,370$238.0K0.00%
BlueStem Wealth Partners, LLC4,344$236.7K0.03%
Strathmore Capital Advisors, Inc.4,327$235.7K0.17%
Wealth Management Strategies, Inc.4,305$234.5K0.18%
Silver Oak Securities, Inc4,271$233.2K0.02%
Ieq Capital, LLC4,173$227.4K0.00%
Keudell/Morrison Wealth Management4,092$222.9K0.06%
GF Fund Management Co. Ltd.3,977$216.7K0.00%
PharVision Advisers, LLC3,911$213.1K0.18%
Summit Trail Advisors, LLC3,617$201.0K0.01%
Cary Street Partners Financial LLC3,570$194.5K0.01%
Ameriflex Group, Inc.1,879$105.1K0.05%
Transce3nd, LLC1,686$92.2K0.03%
Van Hulzen Asset Management, LLC1,624$88.5K0.01%
Golden State Wealth Management, LLC1,622$88.4K0.01%
Asset Planning,Inc1,540$83.9K0.06%
Pillar Financial Advisors, LLC1,489$81.1K0.06%
Winch Advisory Services, LLC1,268$69.1K0.02%
Roxbury Financial LLC1,014$57.9K0.06%
Quarry LP924$50.3K0.01%
Hoey Investments, Inc887$48.3K0.01%
Plato Investment Management Ltd877$48.0K0.00%
Fourth Dimension Wealth, LLC800$43.6K0.02%
Wingate Wealth Advisors, Inc.673$36.7K0.04%
Millstone Evans Group, LLC672$36.6K0.02%
National Pension Service465$25.3K0.00%
True Wealth Design, LLC353$19.2K0.01%
TCTC Holdings, LLC240$13.1K0.00%
Nova Wealth Management, Inc.210$11.4K0.01%
Hoese & Co LLP160$8.71K0.01%
Crews Bank & Trust150$8.17K0.00%
Retirement Wealth Solutions LLC140$7.57K0.01%
Plante Moran Financial Advisors, LLC132$7.19K0.00%
Sierra Ocean, LLC131$7.14K0.01%
MPWM Advisory Solutions, LLC116$6.32K0.00%
Park Square Financial Group, LLC110$5.99K0.00%
Rosenberg Matthew Hamilton108$5.88K0.00%
Capital A Wealth Management, LLC100$5.45K0.01%
Parkworth Wealth Management, Inc.100$5.45K0.00%
Caitong International Asset Management Co., Ltd95$5.18K0.01%
Synergy Investment Management, LLC48$2.62K0.00%
High Note Wealth, LLC38$2.07K0.00%
Studio Investment Management LLC35$1.94K0.00%
FLP Wealth Management, LLC25$1.36K0.00%
Mountain Hill Investment Partners Corp.16$8730.00%
Rothschild Investment LLC10$5450.00%
Old Second National Bank of Aurora7$3810.00%
Crewe Advisors LLC5$2730.00%
New Millennium Group LLC5$2720.00%
Winnow Wealth LLC4$1830.00%
Principia Wealth Advisory, LLC2$1090.00%
Cassady Schiller Wealth Management, LLC1$540.00%

Sold out (109)

Institutions that held W. P. Carey Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 109 by value.

Institutions that sold out of WPC in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Balyasny Asset Management LLC1,167,685$72.7M
Waterfront Capital Partners, LLC246,111$15.3M
Gillson Capital LP141,601$8.82M
Kempen Capital Management N.V.108,116$6.74M
Weiss Asset Management LP80,156$4.99M
Nicholas Company, Inc.78,975$4.92M
Susquehanna Portfolio Strategies, LLC78,800$4.91M
HGI Capital Management, LLC73,728$4.59M
Sowell Financial Services LLC47,506$3.00M
Simplex Trading, LLC37,155$2.31M
UBS Oconnor LLC31,185$1.94M
Public Sector Pension Investment Board28,520$1.78M
Ashton Thomas Private Wealth, LLC27,859$1.74M
Lakeview Capital Partners, LLC26,092$1.63M
New York Life Investment Management LLC25,726$1.60M
XTX Topco Ltd24,729$1.54M
Lecap Asset Management Ltd24,159$1.51M
Y-Intercept (Hong Kong) Ltd17,699$1.10M
Edgestream Partners, L.P.15,269$951.3K
FNY Investment Advisers, LLC14,300$890.0K
Dai-Ichi Life Insurance Company, Ltd13,251$825.5K
Dynamic Advisor Solutions LLC12,800$797.4K
Boothbay Fund Management, LLC11,915$742.3K
Walleye Trading LLC9,484$590.9K
Candriam Luxembourg S.C.A.9,090$566.3K
Marex Group plc9,070$565.1K
ABLE Financial Group, LLC8,010$499.0K
Twinbeech Capital LP7,937$494.5K
Axxcess Wealth Management, LLC7,114$443.2K
Clarity Financial LLC6,034$375.9K
Panagora Asset Management Inc5,990$373.2K
Cullen Capital Management LLC5,723$356.5K
Fox Run Management, L.L.C.5,381$335.2K
Greenleaf Trust5,173$322.3K
Mesirow Financial Investment Management, Inc.4,970$309.6K
Cordatus Wealth Management LLC4,734$295.0K
Napa Wealth Management4,716$293.8K
Woodward Diversified Capital, LLC4,698$292.7K
Veriti Management LLC4,636$288.8K
Engineers Gate Manager LP4,522$281.7K
Berger Financial Group, Inc4,387$273.3K
Paloma Partners Management Co4,200$261.7K
SWP Financial LLC4,173$260.0K
Bright Futures Wealth Management, LLC.4,626$259.9K
Centersquare Investment Management LLC4,064$253.2K
Two Sigma Securities, LLC4,023$250.6K
LexAurum Advisors, LLC4,014$250.1K
Tradition Wealth Management, LLC3,880$241.7K
Mach-1 Financial Group, Inc.3,799$236.7K
Capital Advisory Group Advisory Services, LLC3,782$235.6K
NorthRock Partners, LLC3,696$233.5K
360 Financial, Inc.3,718$231.6K
Lido Advisors, LLC3,710$231.1K
Adapt Wealth Advisors, LLC3,710$231.1K
Capital Planning Advisors, LLC3,657$227.8K
Fiera Capital Corp3,627$226.0K
Merit Financial Group, LLC3,627$226.0K
Clearview Wealth Advisors LLC3,567$222.2K
Diversify Advisory Services, LLC3,761$222.1K
Trust Point Inc.3,540$220.5K
Cornerstone Wealth Group, LLC3,508$218.5K
Argent Trust Co3,500$218.1K
King Wealth3,495$218.0K
Syntegra Private Wealth Group, LLC3,421$213.1K
LVW Advisors, LLC3,406$212.2K
Detalus Advisors, LLC3,400$211.8K
Heirloom Wealth Management3,362$209.4K
Goldstone Financial Group, LLC3,345$208.4K
First Heartland Consultants, Inc.3,339$208.0K
Bourgeon Capital Management LLC3,301$205.7K
Heritage Oak Wealth Advisors LLC3,286$204.7K
Focused Wealth Management, Inc3,269$203.7K
Capital Investment Advisors, LLC3,268$203.6K
Tyche Wealth Partners LLC3,258$203.0K
Ritholtz Wealth Management3,246$202.2K
Principle Wealth Partners LLC3,240$201.9K
Meeder Advisory Services, Inc.3,231$201.3K
Guyasuta Investment Advisors Inc3,230$201.2K
Venture Visionary Partners LLC3,220$200.6K
Globeflex Capital L P2,547$158.7K
Northwest Financial Advisors2,030$126.5K
Catalyst Funds Management Pty Ltd2,000$124.6K
Headlands Technologies LLC1,778$110.8K
Planned Solutions, Inc.1,543$96.1K
Baldwin Brothers Inc1,117$70.6K
Avondale Wealth Management1,000$62.3K
Princeton Global Asset Management LLC869$54.1K
Allspring Global Investments Holdings, LLC824$51.3K
Householder Group Estate & Retirement Specialist, LLC528$32.0K
Claris Advisors, LLC455$28.4K
Aster Capital Management (DIFC) Ltd421$26.2K
Richard W. Paul & Associates, LLC370$23.1K
Hobbs Group Advisors, LLC351$21.9K
Financial Network Wealth Advisors LLC316$19.7K
Golden State Equity Partners266$16.6K
Ashton Thomas Securities, LLC220$13.7K
Broadwater Capital Management LLC200$12.5K
Kennebec Savings Bank165$10.3K
Flputnam Investment Management Co300$9.68K
Main Street Group, LTD117$7.30K

Not filed for Q4 2024 yet (14)

Institutions that held W. P. Carey Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates370,669$23.1M
Raymond James Financial Services Advisors, Inc.122,647$7.64M
Raymond James Trust N.A.13,109$816.7K
B. Metzler seel. Sohn & Co. Holding AG10,279$640.4K
CIC Wealth, LLC9,498$591.7K
Aspire Wealth Management Corp6,211$387.0K
Kowal Investment Group, LLC6,103$380.2K
PEAK6 Investments LLC5,840$363.8K
Garrison Asset Management, LLC4,259$265.3K
Rakuten Investment Management, Inc.4,003$251.1K
Abich Financial Wealth Management LLC668$41.6K
VitalStone Financial, LLC267$16.6K
M&R Capital Management Inc209$13.0K
Carmichael Hill & Associates, Inc.104$6.48K