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 |
|---|---|---|---|---|---|
| DF Dent & Co Inc | 5,464 | $297.7K | 0.00% | +183+3.5% | Added |
| RSM US Wealth Management LLC | 5,494 | $299.7K | 0.00% | −3,069−35.8% | Reduced |
| Shell Asset Management Co | 5,501 | $300.0K | 0.01% | 00.0% | Unchanged |
| Crestline Management, LP | 5,576 | $303.8K | 0.01% | −3,043−35.3% | Reduced |
| Glenmede Trust Co NA | 5,593 | $304.7K | 0.00% | −239−4.1% | Reduced |
| Gilbert & Cook, Inc. | 5,642 | $307.4K | 0.04% | +122+2.2% | Added |
| Perennial Investment Advisors, LLC | 5,642 | $307.5K | 0.04% | −1,217−17.7% | Reduced |
| Inspire Advisors, LLC | 5,708 | $311.0K | 0.04% | −1,680−22.7% | Reduced |
| Allen Capital Group, LLC | 5,752 | $313.4K | 0.04% | −21−0.4% | Reduced |
| NewEdge Wealth, LLC | 5,808 | $316.4K | 0.01% | −1,035−15.1% | Reduced |
| Wetherby Asset Management Inc | 5,838 | $318.1K | 0.02% | −1,745−23.0% | Reduced |
| True North Advisors, LLC | 5,859 | $319.2K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,879 | $320.3K | 0.02% | +73+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 5,884 | $320.6K | 0.00% | −6,387−52.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,910 | $322.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,920 | $323.0K | 0.12% | −775−11.6% | Reduced |
| Atomi Financial Group, Inc. | 5,963 | $324.8K | 0.02% | −1,961−24.7% | Reduced |
| Centaurus Financial, Inc. | 5,962 | $325.0K | 0.02% | −124−2.0% | Reduced |
| Madden Securities Corp | 5,990 | $326.3K | 0.13% | −290−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,997 | $326.8K | 0.00% | −1,521−20.2% | Reduced |
| Jacobi Capital Management LLC | 6,042 | $329.2K | 0.02% | +150+2.5% | Added |
| Beacon Investment Advisory Services, Inc. | 6,070 | $330.7K | 0.01% | −2,559−29.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,105 | $332.6K | 0.16% | +1,549+34.0% | Added |
| Commerzbank Aktiengesellschaft | 6,084 | $333.0K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 6,129 | $333.9K | 0.01% | −1,100−15.2% | Reduced |
| Buckingham Strategic Partners | 6,153 | $335.2K | 0.01% | −1,880−23.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,187 | $337.1K | 0.02% | −125−2.0% | Reduced |
| H&H Retirement Design & Management INC | 5,494 | $338.7K | 0.21% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,219 | $338.8K | 0.01% | −218−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 6,227 | $339.2K | 0.11% | −247−3.8% | Reduced |
| National Asset Management, Inc. | 6,165 | $341.3K | 0.01% | +315+5.4% | Added |
| RFG Advisory, LLC | 6,373 | $347.2K | 0.01% | +3,049+91.7% | Added |
| Avion Wealth | 6,413 | $349.0K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,443 | $351.0K | 0.00% | +560+9.5% | Added |
| D.A. Davidson & Co. | 6,455 | $351.7K | 0.00% | −295−4.4% | Reduced |
| EntryPoint Capital, LLC | 6,488 | $353.5K | 0.15% | +6,488 | New |
| International Assets Investment Management, LLC | 6,595 | $358.0K | 0.03% | −400,709−98.4% | Reduced |
| Pensionmark Financial Group, LLC | 6,625 | $360.9K | 0.01% | +6,625 | New |
| Rockport Wealth LLC | 6,271 | $361.0K | 0.16% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,643 | $361.9K | 0.08% | −234−3.4% | Reduced |
| Crestwood Advisors Group LLC | 6,692 | $364.6K | 0.01% | −10−0.1% | Reduced |
| Allstate Corp | 6,725 | $366.4K | 0.01% | +6,725 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,812 | $371.0K | 0.00% | +1,189+21.1% | Added |
| Evergreen Capital Management LLC | 6,713 | $371.3K | 0.01% | −1,613−19.4% | Reduced |
| J.W. Cole Advisors, Inc. | 6,832 | $372.2K | 0.02% | +134+2.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,839 | $372.6K | 0.28% | −681−9.1% | Reduced |
| Credit Agricole S A | 6,851 | $373.2K | 0.00% | +2,051+42.7% | Added |
| AXS Investments LLC | 7,000 | $381.4K | 0.11% | −5,500−44.0% | Reduced |
| Sigma Planning Corp | 7,033 | $383.1K | 0.01% | −1,128−13.8% | Reduced |
| Teamwork Financial Advisors, LLC | 7,038 | $383.4K | 0.05% | −343−4.6% | Reduced |
| Modern Wealth Management, LLC | 7,074 | $385.4K | 0.01% | −1,211−14.6% | Reduced |
| Everstar Asset Management, LLC | 7,096 | $386.6K | 0.27% | +579+8.9% | Added |
| Ballentine Partners, LLC | 7,131 | $388.5K | 0.01% | +559+8.5% | Added |
| Machina Capital S.A.S. | 7,159 | $390.0K | 0.16% | +7,159 | New |
| Per Stirling Capital Management, LLC. | 7,179 | $391.1K | 0.06% | −324−4.3% | Reduced |
| FLC Capital Advisors | 7,223 | $393.5K | 0.09% | −1,045−12.6% | Reduced |
| MKT Advisors LLC | 7,144 | $398.6K | 0.17% | −1,377−16.2% | Reduced |
| Frank, Rimerman Advisors LLC | 7,404 | $403.4K | 0.03% | +137+1.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 7,467 | $406.8K | 0.07% | −2,148−22.3% | Reduced |
| Gutierrez Wealth Advisory, LLC | 7,528 | $410.1K | 0.34% | +7,528 | New |
| Transcendent Capital Group LLC | 4,850 | $413.1K | 0.22% | +4,263+726.2% | Added |
| Austin Private Wealth, LLC | 7,608 | $414.5K | 0.04% | +566+8.0% | Added |
| IHT Wealth Management, LLC | 7,637 | $416.1K | 0.01% | −1,793−19.0% | Reduced |
| Peddock Capital Advisors, LLC | 7,711 | $420.1K | 0.10% | −1,066−12.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,718 | $420.5K | 0.09% | −812−9.5% | Reduced |
| Philadelphia Trust Co | 7,790 | $424.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,852 | $427.8K | 0.00% | −79−1.0% | Reduced |
| Campbell Wealth Management | 7,856 | $428.0K | 0.04% | +1,783+29.4% | Added |
| Wellington Shields & Co., LLC | 7,880 | $429.3K | 0.13% | −76−1.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,963 | $434.0K | 0.10% | −400−4.8% | Reduced |
| Focus Financial Network, Inc. | 7,995 | $435.6K | 0.02% | −52−0.6% | Reduced |
| Intrua Financial, LLC | 8,057 | $438.9K | 0.07% | +1,639+25.5% | Added |
| Ethic Inc. | 8,108 | $441.7K | 0.01% | −5,100−38.6% | Reduced |
| Hudson Portfolio Management LLC | 8,167 | $444.9K | 0.44% | −1,565−16.1% | Reduced |
| GWM Advisors LLC | 8,196 | $446.5K | 0.00% | +485+6.3% | Added |
| Shelton Capital Management | 8,260 | $450.0K | 0.01% | −391−4.5% | Reduced |
| Impact Partnership Wealth, LLC | 8,299 | $452.1K | 0.09% | +289+3.6% | Added |
| Archer Investment Corp | 8,348 | $454.8K | 0.12% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,400 | $457.6K | 0.00% | +8,400 | New |
| Commerce Bank | 8,462 | $461.0K | 0.00% | −891−9.5% | Reduced |
| Axis Wealth Partners, LLC | 8,597 | $468.4K | 0.39% | +8,597 | New |
| Clear Creek Financial Management, LLC | 8,647 | $471.1K | 0.05% | −258−2.9% | Reduced |
| Capital Investment Advisory Services, LLC | 8,698 | $473.8K | 0.05% | +259+3.1% | Added |
| Colonial Trust Co | 8,787 | $478.7K | 0.07% | −3,062−25.8% | Reduced |
| CIBC Asset Management Inc | 8,814 | $480.2K | 0.00% | +1,066+13.8% | Added |
| Old Port Advisors | 8,940 | $487.1K | 0.14% | −398−4.3% | Reduced |
| Omers Administration Corp | 9,130 | $497.4K | 0.00% | +1,548+20.4% | Added |
| Spirit of America Management Corp | 9,200 | $501.2K | 0.10% | −1,000−9.8% | Reduced |
| RMB Capital Management, LLC | 9,218 | $502.2K | 0.01% | −3,871−29.6% | Reduced |
| Cambria Investment Management, L.P. | 9,226 | $502.6K | 0.03% | +2,414+35.4% | Added |
| Armstrong, Fleming & Moore, Inc | 9,254 | $504.2K | 0.31% | −43,569−82.5% | Reduced |
| Independent Financial Group, LLC | 9,267 | $504.9K | 0.02% | +264+2.9% | Added |
| WealthPLAN Partners, LLC | 9,292 | $506.2K | 0.07% | −3,742−28.7% | Reduced |
| Lazard Asset Management LLC | 9,473 | $515.0K | 0.00% | −2,620−21.7% | Reduced |
| E. Ohman J:or Asset Management AB | 9,600 | $523.0K | 0.01% | −1,300−11.9% | Reduced |
| First National Trust Co | 9,628 | $524.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,650 | $525.7K | 0.01% | −1,400−12.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,661 | $526.4K | 0.04% | +5,191+116.1% | Added |
| Norinchukin Bank, The | 9,761 | $531.8K | 0.01% | −228−2.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,787 | $533.2K | 0.31% | +92+0.9% | Added |