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 |
|---|---|---|---|---|---|
| Cary Street Partners Financial LLC | 3,570 | $194.5K | 0.01% | +3,570 | New |
| UMA Financial Services, Inc. | 3,659 | $199.4K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,617 | $201.0K | 0.01% | +3,617 | New |
| Modera Wealth Management, LLC | 3,700 | $201.6K | 0.00% | +120+3.4% | Added |
| Battery Global Advisors, LLC | 3,655 | $202.3K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,720 | $202.7K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,742 | $203.9K | 0.16% | −18−0.5% | Reduced |
| GeoWealth Management, LLC | 3,764 | $205.1K | 0.01% | −198−5.0% | Reduced |
| Empowered Funds, LLC | 3,778 | $205.8K | 0.00% | +271+7.7% | Added |
| Insight Wealth Partners, LLC | 3,856 | $210.1K | 0.13% | +36+0.9% | Added |
| Kathmere Capital Management, LLC | 3,862 | $210.4K | 0.02% | −57−1.5% | Reduced |
| Optimum Investment Advisors | 3,907 | $212.9K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,908 | $212.9K | 0.01% | −458−10.5% | Reduced |
| PharVision Advisers, LLC | 3,911 | $213.1K | 0.18% | +3,911 | New |
| Parsons Capital Management Inc | 3,950 | $215.2K | 0.01% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 3,953 | $215.4K | 0.07% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,977 | $216.7K | 0.00% | +3,977 | New |
| Fifth Third Bancorp | 3,989 | $217.3K | 0.00% | −3,402−46.0% | Reduced |
| BancorpSouth Bank | 4,000 | $217.9K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,038 | $220.0K | 0.00% | −397−9.0% | Reduced |
| Proequities, Inc. | 3,991 | $220.1K | 0.01% | +161+4.2% | Added |
| Keudell/Morrison Wealth Management | 4,092 | $222.9K | 0.06% | +4,092 | New |
| Peachtree Investment Partners, LLC | 4,098 | $223.3K | 0.08% | +37+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 4,099 | $223.3K | 0.00% | −89,118−95.6% | Reduced |
| Symphony Financial, Ltd. Co. | 3,929 | $223.5K | 0.04% | −1,685−30.0% | Reduced |
| Larson Financial Group LLC | 4,155 | $226.4K | 0.01% | +58+1.4% | Added |
| D.B. Root & Company, LLC | 4,166 | $227.0K | 0.07% | +101+2.5% | Added |
| Ieq Capital, LLC | 4,173 | $227.4K | 0.00% | +4,173 | New |
| Versor Investments LP | 4,177 | $227.6K | 0.04% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,179 | $227.7K | 0.01% | −11−0.3% | Reduced |
| Creative Financial Designs Inc | 4,192 | $228.4K | 0.02% | +1,827+77.3% | Added |
| Sound Income Strategies, LLC | 4,200 | $228.8K | 0.01% | −665−13.7% | Reduced |
| Bryn Mawr Trust Co | 4,213 | $229.5K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 4,219 | $229.9K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,276 | $230.4K | 0.04% | +101+2.4% | Added |
| Signaturefd, LLC | 4,242 | $231.1K | 0.00% | −1,794−29.7% | Reduced |
| Change Path, LLC | 4,247 | $231.4K | 0.01% | +11+0.3% | Added |
| Silver Oak Securities, Inc | 4,271 | $233.2K | 0.02% | +4,271 | New |
| Wealth Management Strategies, Inc. | 4,305 | $234.5K | 0.18% | +4,305 | New |
| Kingsview Wealth Management, LLC | 4,309 | $234.8K | 0.00% | −101−2.3% | Reduced |
| Strathmore Capital Advisors, Inc. | 4,327 | $235.7K | 0.17% | +4,327 | New |
| BlueStem Wealth Partners, LLC | 4,344 | $236.7K | 0.03% | +4,344 | New |
| Wambolt & Associates, LLC | 4,362 | $237.6K | 0.08% | −125−2.8% | Reduced |
| iA Global Asset Management Inc. | 4,370 | $238.0K | 0.00% | +4,370 | New |
| Empower Advisory Group, LLC | 4,404 | $239.9K | 0.00% | −1,553−26.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,482 | $244.2K | 0.00% | −837−15.7% | Reduced |
| AIA Group Ltd | 4,492 | $244.7K | 0.01% | −281−5.9% | Reduced |
| Regions Financial Corp | 4,500 | $245.2K | 0.00% | −17−0.4% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $245.2K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,512 | $245.8K | 0.06% | +67+1.5% | Added |
| Tritonpoint Wealth, LLC | 4,453 | $246.5K | 0.02% | +300+7.2% | Added |
| Ci Investments Inc. | 4,578 | $249.0K | 0.00% | +350+8.3% | Added |
| Joel Isaacson & Co., LLC | 4,573 | $249.1K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,590 | $250.1K | 0.00% | −3,275−41.6% | Reduced |
| Mystic Asset Management, Inc. | 4,611 | $251.2K | 0.07% | +4,611 | New |
| New Wave Wealth Advisors LLC | 4,681 | $255.0K | 0.10% | +1,395+42.5% | Added |
| Paradigm Financial Partners, LLC | 4,703 | $256.2K | 0.03% | −770−14.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 4,707 | $256.4K | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 4,725 | $257.4K | 0.05% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 4,159 | $259.1K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 4,791 | $261.0K | 0.00% | +4,791 | New |
| Burney Co | 4,801 | $261.5K | 0.01% | −2,288−32.3% | Reduced |
| KPP Advisory Services LLC | 4,804 | $261.7K | 0.06% | +959+24.9% | Added |
| Kovack Advisors, Inc. | 4,844 | $263.9K | 0.03% | −1,075−18.2% | Reduced |
| D. E. Shaw & Co., Inc. | 4,846 | $264.0K | 0.00% | −2,909−37.5% | Reduced |
| SageView Advisory Group, LLC | 4,847 | $264.1K | 0.01% | −88−1.8% | Reduced |
| Round Rock Advisors, LLC | 4,849 | $264.2K | 0.05% | 00.0% | Unchanged |
| Apollon Financial, LLC | 4,910 | $267.5K | 0.07% | −966−16.4% | Reduced |
| PEAK6 LLC | 4,923 | $268.2K | 0.01% | +4,923 | New |
| Summit Wealth Group, LLC | 4,939 | $269.0K | 0.08% | −108−2.1% | Reduced |
| Family Legacy, Inc. | 4,959 | $271.7K | 0.09% | −1,491−23.1% | Reduced |
| Benjamin Edwards Inc | 4,993 | $272.1K | 0.00% | +17+0.3% | Added |
| Rafferty Asset Management, LLC | 4,999 | $272.3K | 0.00% | −47−0.9% | Reduced |
| Widmann Financial Services, Inc. | 5,000 | $272.4K | 0.21% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,000 | $272.4K | 0.01% | −1,370−21.5% | Reduced |
| Profund Advisors LLC | 5,004 | $272.6K | 0.01% | −544−9.8% | Reduced |
| Barlow Wealth Partners, Inc. | 5,049 | $274.0K | 0.03% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 5,067 | $276.1K | 0.09% | +5,067 | New |
| Maia Wealth LLC | 4,887 | $276.8K | 0.06% | +4,237+651.8% | Added |
| Sunbelt Securities, Inc. | 5,079 | $277.3K | 0.02% | +2,109+71.0% | Added |
| Quadcap Wealth Management, LLC | 5,144 | $280.3K | 0.04% | −782−13.2% | Reduced |
| We Are One Seven, LLC | 5,156 | $280.9K | 0.01% | +751+17.0% | Added |
| Coppell Advisory Solutions LLC | 5,185 | $283.1K | 0.04% | −69−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 5,201 | $283.3K | 0.03% | −600−10.3% | Reduced |
| Applied Capital LLC | 5,228 | $284.8K | 0.22% | +1,037+24.7% | Added |
| Jackson Wealth Management, LLC | 5,233 | $285.0K | 0.03% | −151−2.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,247 | $285.9K | 0.00% | −162−3.0% | Reduced |
| Seeds Investor LLC | 5,248 | $285.9K | 0.08% | +450+9.4% | Added |
| Everence Capital Management Inc | 5,250 | $286.0K | 0.02% | +5,250 | New |
| Claris Financial LLC | 5,258 | $286.4K | 0.19% | +5,258 | New |
| Applied Finance Capital Management, LLC | 5,269 | $287.1K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,276 | $287.4K | 0.02% | +606+13.0% | Added |
| Carret Asset Management, LLC | 5,282 | $287.7K | 0.03% | 00.0% | Unchanged |
| Private Advisory Group LLC | 5,319 | $289.8K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,347 | $291.3K | 0.00% | +520+10.8% | Added |
| Basepoint Wealth LLC | 5,382 | $293.2K | 0.23% | −112−2.0% | Reduced |
| Flagship Private Wealth, LLC | 5,383 | $293.3K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,397 | $294.0K | 0.01% | +11+0.2% | Added |
| Prospera Financial Services Inc | 5,400 | $294.3K | 0.01% | −716−11.7% | Reduced |
| Ignite Planners, LLC | 5,421 | $297.3K | 0.07% | −312−5.4% | Reduced |