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Livermore
Livermore
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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, Q4 2024

Institutional positions in W. P. Carey Inc. as of Dec 31, 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
782
−9 vs. Q3 2024
Shares held
150.6M
+3.75M (+2.6%) vs. Q3 2024
Total value
$8.16B
−$971.6M (−10.6%) vs. Q3 2024
New holders
100
271 more added
Sold out
109
289 more reduced

14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 782 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 heldQ4 2024: $8.16B
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, Q4 2024

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2024.

Institutions holding WPC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners14$00.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC1$540.00%+1New
TFC Financial Management2$1090.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$1090.00%+2New
Winnow Wealth LLC4$1830.00%+4New
New Millennium Group LLC5$2720.00%+5New
Crewe Advisors LLC5$2730.00%+5New
Glen Eagle Advisors, LLC6$3270.00%00.0%Unchanged
Old Second National Bank of Aurora7$3810.00%+7New
NBC Securities, Inc.8$4360.04%−7,578−99.9%Reduced
Rothschild Investment LLC10$5450.00%+10New
Valued Wealth Advisors LLC11$6090.00%00.0%Unchanged
Raffa Wealth Management, LLC14$7630.00%00.0%Unchanged
Dunhill Financial, LLC14$7870.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.16$8730.00%+16New
Continuum Advisory, LLC19$1.03K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.20$1.09K0.00%+16+400.0%Added
FLP Wealth Management, LLC25$1.36K0.00%+25New
Caitlin John, LLC28$1.50K0.00%00.0%Unchanged
Red Tortoise LLC32$1.74K0.00%00.0%Unchanged
Sachetta, LLC34$1.85K0.00%+22+183.3%Added
Studio Investment Management LLC35$1.94K0.00%+35New
Capital Advisors, Ltd. LLC31$2.00K0.00%−23−42.6%Reduced
High Note Wealth, LLC38$2.07K0.00%+38New
Insight Financial Services48$2.62K0.00%00.0%Unchanged
Synergy Investment Management, LLC48$2.62K0.00%+48New
Financial Perspectives, Inc49$2.67K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC53$2.94K0.00%00.0%Unchanged
Mather Group, LLC.59$3.21K0.00%+22+59.5%Added
Farmers & Merchants Investments Inc65$3.54K0.00%00.0%Unchanged
Bokf, NA68$3.66K0.00%−3−4.2%Reduced
Dogwood Wealth Management LLC70$3.79K0.00%+70Added
Birchbrook, Inc.80$4.36K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC91$4.96K0.00%00.0%Unchanged
WR Wealth Planners, LLC94$5.12K0.00%+6+6.8%Added
Caitong International Asset Management Co., Ltd95$5.18K0.01%+95New
Parkworth Wealth Management, Inc.100$5.45K0.00%+100New
Bogart Wealth, LLC100$5.45K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC100$5.45K0.00%00.0%Unchanged
Capital A Wealth Management, LLC100$5.45K0.01%+100New
Rosenberg Matthew Hamilton108$5.88K0.00%+108New
Clearstead Advisors, LLC109$5.94K0.00%+9+9.0%Added
Park Square Financial Group, LLC110$5.99K0.00%+110New
Cohen & Steers, Inc.113$6.00K0.00%−65−36.5%Reduced
MPWM Advisory Solutions, LLC116$6.32K0.00%+116New
First Community Trust NA120$6.54K0.00%00.0%Unchanged
Delta Asset Management LLC125$6.81K0.00%00.0%Unchanged
Beacon Capital Management, LLC129$7.03K0.00%00.0%Unchanged
Bell Investment Advisors, Inc129$7.03K0.00%+5+4.0%Added
Private Wealth Management Group, LLC130$7.08K0.00%−59−31.2%Reduced
Sierra Ocean, LLC131$7.14K0.01%+131New
Plante Moran Financial Advisors, LLC132$7.19K0.00%+132New
Blume Capital Management, Inc.134$7.30K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC140$7.57K0.01%+140New
Meeder Asset Management Inc139$7.57K0.00%+3+2.2%Added
Salomon & Ludwin, LLC146$7.95K0.00%−89−37.9%Reduced
Iron Horse Wealth Management, LLC150$8.17K0.00%00.0%Unchanged
Caldwell Trust Co150$8.17K0.00%00.0%Unchanged
Crews Bank & Trust150$8.17K0.00%+150New
Byrne Asset Management LLC160$8.48K0.01%00.0%Unchanged
Hoese & Co LLP160$8.71K0.01%+160New
Cornerstone Planning Group LLC158$9.02K0.00%+12+8.2%Added
Davis Capital Management191$10.4K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.192$10.5K0.00%+2+1.1%Added
Smithfield Trust Co200$11.0K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.208$11.3K0.00%+150+258.6%Added
Nova Wealth Management, Inc.210$11.4K0.01%+210New
NCP Inc.212$11.5K0.01%+3+1.4%Added
GoalVest Advisory LLC222$12.1K0.00%−349−61.1%Reduced
DiNuzzo Private Wealth, Inc.227$12.4K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.230$12.5K0.00%00.0%Unchanged
TD Private Client Wealth LLC237$12.9K0.00%00.0%Unchanged
TCTC Holdings, LLC240$13.1K0.00%+240New
Parkside Financial Bank & Trust247$13.5K0.00%+5+2.1%Added
Johnson Financial Group, Inc.270$15.1K0.00%00.0%Unchanged
REAP Financial Group, LLC284$15.5K0.00%+120+73.2%Added
GHP Investment Advisors, Inc.285$15.5K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC293$16.0K0.00%00.0%Unchanged
Demars Financial Group, LLC998,292$18.3K0.59%+988,409+10,001.1%Added
Robbins Farley LLC345$18.8K0.01%00.0%Unchanged
Creekmur Asset Management LLC347$18.9K0.00%−1−0.3%Reduced
Thompson Investment Management, Inc.349$19.0K0.00%00.0%Unchanged
True Wealth Design, LLC353$19.2K0.01%+353New
Nemes Rush Group LLC376$20.5K0.00%+45+13.6%Added
Venturi Wealth Management, LLC388$21.1K0.00%+150+63.0%Added
Laurel Wealth Advisors LLC396$21.6K0.00%00.0%Unchanged
ESL Trust Services, LLC400$21.8K0.00%00.0%Unchanged
Heritage Wealth Advisors402$21.9K0.00%00.0%Unchanged
Covestor Ltd421$22.0K0.01%+6+1.4%Added
First United Bank Trust415$22.6K0.01%00.0%Unchanged
Hexagon Capital Partners LLC422$23.0K0.00%00.0%Unchanged
Richardson Financial Services Inc.463$25.2K0.02%−463−50.0%Reduced
National Pension Service465$25.3K0.00%+465New
Riverview Trust Co493$26.9K0.02%00.0%Unchanged
Versant Capital Management, Inc493$26.9K0.01%00.0%Unchanged
Clear Street Markets LLC500$27.2K0.01%−5,600−91.8%Reduced
Belvedere Trading LLC513$27.9K0.00%−1,749−77.3%Reduced
City State Bank518$28.2K0.01%00.0%Unchanged
Skopos Labs, Inc.530$28.9K0.01%+147+38.4%Added
MV Capital Management, Inc.531$28.9K0.00%−231−30.3%Reduced