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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 545 | $29.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 572 | $31.2K | 0.01% | −128−18.3% | Reduced |
| Montag A & Associates Inc | 570 | $31.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $31.7K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 591 | $32.0K | 0.02% | −26−4.2% | Reduced |
| HBW Advisory Services LLC | 589 | $32.1K | 0.00% | −3,583−85.9% | Reduced |
| Paladin Advisory Group, LLC | 598 | $32.6K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 614 | $33.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 651 | $35.5K | 0.01% | −29−4.3% | Reduced |
| Quent Capital, LLC | 664 | $36.2K | 0.00% | −69−9.4% | Reduced |
| Millstone Evans Group, LLC | 672 | $36.6K | 0.02% | +672 | New |
| Wingate Wealth Advisors, Inc. | 673 | $36.7K | 0.04% | +673 | New |
| Financial Management Professionals, Inc. | 696 | $37.9K | 0.00% | −510−42.3% | Reduced |
| Tortoise Investment Management, LLC | 697 | $38.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 709 | $38.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 741 | $40.0K | 0.00% | +402+118.6% | Added |
| Ancora Advisors, LLC | 743 | $40.5K | 0.00% | −321−30.2% | Reduced |
| Massmutual Trust Co FSB | 749 | $40.8K | 0.00% | +98+15.1% | Added |
| Ridgewood Investments LLC | 750 | $40.9K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 800 | $43.6K | 0.02% | +800 | New |
| Ronald Blue Trust, Inc. | 849 | $46.3K | 0.00% | −710−45.5% | Reduced |
| Bangor Savings Bank | 850 | $46.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $47.1K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $47.9K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 877 | $48.0K | 0.00% | +877 | New |
| Hoey Investments, Inc | 887 | $48.3K | 0.01% | +887 | New |
| Cary Street Partner Investment Advisory LLC | 893 | $48.7K | 0.03% | −4,180−82.4% | Reduced |
| MCF Advisors LLC | 891 | $49.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 921 | $50.2K | 0.03% | +3+0.3% | Added |
| Quarry LP | 924 | $50.3K | 0.01% | +924 | New |
| Capital Analysts, LLC | 950 | $52.0K | 0.00% | +7+0.7% | Added |
| Central Pacific Bank - Trust Division | 961 | $52.4K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 965 | $52.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 964 | $52.6K | 0.01% | +110+12.9% | Added |
| Huntington National Bank | 991 | $54.0K | 0.00% | +89+9.9% | Added |
| National Bank of Canada | 990 | $54.0K | 0.00% | −54,932−98.2% | Reduced |
| Key Financial Inc | 991 | $54.0K | 0.01% | +22+2.3% | Added |
| St Germain D J Co Inc | 992 | $54.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,000 | $55.4K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,014 | $57.9K | 0.06% | +1,014 | New |
| Glass Jacobson Investment Advisors llc | 1,067 | $58.1K | 0.02% | −433−28.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,079 | $58.8K | 0.00% | −347−24.3% | Reduced |
| Whittier Trust Co | 1,100 | $59.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,135 | $61.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,136 | $61.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $63.7K | 0.02% | +470+67.1% | Added |
| South State Corp. | 1,244 | $67.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,268 | $69.1K | 0.02% | +1,268 | New |
| Advisors Asset Management, Inc. | 1,284 | $70.0K | 0.00% | +614+91.6% | Added |
| FSA Wealth Management LLC | 1,298 | $70.7K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,300 | $70.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,311 | $71.4K | 0.02% | −1,181−47.4% | Reduced |
| CoreCap Advisors, LLC | 1,333 | $72.6K | 0.00% | +42+3.3% | Added |
| North Star Investment Management Corp. | 1,348 | $73.4K | 0.01% | −1,101−45.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,351 | $73.6K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,359 | $74.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,379 | $75.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,388 | $75.6K | 0.01% | +458+49.2% | Added |
| IFP Advisors, Inc | 1,454 | $79.2K | 0.00% | +95+7.0% | Added |
| Bruce G. Allen Investments, LLC | 1,471 | $80.1K | 0.07% | +293+24.9% | Added |
| Pillar Financial Advisors, LLC | 1,489 | $81.1K | 0.06% | +1,489 | New |
| Central Trust Co | 1,520 | $82.8K | 0.00% | −2−0.1% | Reduced |
| Asset Planning,Inc | 1,540 | $83.9K | 0.06% | +1,540 | New |
| ORG Partners LLC | 1,555 | $84.9K | 0.01% | +127+8.9% | Added |
| Group One Trading, L.P. | 1,564 | $85.2K | 0.00% | −1,356−46.4% | Reduced |
| Fairscale Capital, LLC | 1,600 | $87.2K | 0.08% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,622 | $88.4K | 0.01% | +1,622 | New |
| Van Hulzen Asset Management, LLC | 1,624 | $88.5K | 0.01% | +1,624 | New |
| Transce3nd, LLC | 1,686 | $92.2K | 0.03% | +1,686 | New |
| Concord Wealth Partners | 1,789 | $97.5K | 0.02% | −377−17.4% | Reduced |
| Rise Advisors, LLC | 1,885 | $102.7K | 0.05% | +11+0.6% | Added |
| GAMMA Investing LLC | 1,889 | $102.9K | 0.01% | −555−22.7% | Reduced |
| Ameriflex Group, Inc. | 1,879 | $105.1K | 0.05% | +1,879 | New |
| Umb Bank N A | 1,930 | $105.1K | 0.00% | +488+33.8% | Added |
| AdvisorNet Financial, Inc | 1,948 | $106.1K | 0.01% | −250−11.4% | Reduced |
| Westend Capital Management, LLC | 2,000 | $109.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 2,055 | $112.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,076 | $113.1K | 0.00% | +10.0% | Added |
| IAG Wealth Partners, LLC | 2,332 | $127.0K | 0.02% | −157−6.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,364 | $128.8K | 0.02% | +13+0.6% | Added |
| Pin Oak Investment Advisors Inc | 2,100 | $131.0K | 0.12% | 00.0% | Unchanged |
| Washington Trust Co | 2,445 | $133.2K | 0.00% | −18−0.7% | Reduced |
| Sandy Spring Bank | 2,470 | $134.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,540 | $138.4K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,605 | $141.9K | 0.01% | +1,085+71.4% | Added |
| Private Trust Co NA | 2,716 | $148.0K | 0.02% | −731−21.2% | Reduced |
| Trust Co of Vermont | 2,791 | $152.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,819 | $153.6K | 0.34% | +22+0.8% | Added |
| Quadrant Capital Group LLC | 2,898 | $157.9K | 0.01% | −438−13.1% | Reduced |
| Motco | 2,952 | $160.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,971 | $161.9K | 0.00% | +1,765+146.4% | Added |
| HM Payson & Co | 2,990 | $162.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,015 | $164.3K | 0.00% | −199−6.2% | Reduced |
| CIBC Private Wealth Group, LLC | 3,035 | $166.3K | 0.00% | +735+32.0% | Added |
| Oarsman Capital, Inc. | 3,075 | $167.5K | 0.03% | +825+36.7% | Added |
| Jones Financial Companies LLLP | 3,099 | $168.8K | 0.00% | +1,150+59.0% | Added |
| Gen-Wealth Partners Inc | 3,176 | $173.0K | 0.07% | −755−19.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,223 | $175.5K | 0.00% | +717+28.6% | Added |
| Harbour Investments, Inc. | 3,501 | $190.7K | 0.01% | −125−3.4% | Reduced |
| Raleigh Capital Management Inc. | 3,528 | $192.2K | 0.07% | −97−2.7% | Reduced |