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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 9,799 | $533.8K | 0.01% | +9,799 | New |
| Warren Averett Asset Management, LLC | 9,846 | $536.4K | 0.01% | −1,557−13.7% | Reduced |
| Assetmark, Inc | 9,860 | $537.2K | 0.00% | −153−1.5% | Reduced |
| WealthPlan Investment Management, LLC | 9,911 | $539.9K | 0.05% | +1,165+13.3% | Added |
| Accel Wealth Management | 10,190 | $555.2K | 0.21% | +140+1.4% | Added |
| ProShare Advisors LLC | 10,239 | $557.8K | 0.00% | −8,841−46.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $560.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,337 | $563.1K | 0.01% | +1,381+15.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,360 | $564.4K | 0.02% | −345−3.2% | Reduced |
| Virtu Financial LLC | 10,375 | $565.0K | 0.03% | +10,375 | New |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $566.6K | 0.13% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,404 | $566.8K | 0.02% | −495−4.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $569.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,645 | $580.5K | 0.00% | −3,633−25.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,701 | $583.0K | 0.01% | +30.0% | Added |
| Dudley Capital Management, LLC | 10,800 | $588.4K | 0.30% | +3,400+45.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,955 | $597.0K | 0.01% | +10,955 | New |
| Stevens Capital Management LP | 11,036 | $601.0K | 0.24% | +11,036 | New |
| Obermeyer Wood Investment Counsel, LLLP | 11,048 | $601.9K | 0.03% | +167+1.5% | Added |
| Diligent Investors, LLC | 11,063 | $602.7K | 0.14% | +74+0.7% | Added |
| Advisory Services Network, LLC | 11,226 | $611.6K | 0.01% | −729−6.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 11,264 | $613.7K | 0.15% | +2,155+23.7% | Added |
| SRS Capital Advisors, Inc. | 11,278 | $614.4K | 0.04% | −3,482−23.6% | Reduced |
| Aurora Private Wealth, Inc. | 11,454 | $624.0K | 0.47% | −192−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 11,531 | $628.2K | 0.02% | +293+2.6% | Added |
| Maryland State Retirement & Pension System | 11,568 | $630.2K | 0.01% | −810−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,658 | $635.1K | 0.01% | +1,091+10.3% | Added |
| Adams Wealth Management | 11,675 | $635.4K | 0.12% | +2,930+33.5% | Added |
| CacheTech Inc. | 11,675 | $635.4K | 0.12% | +2,930+33.5% | Added |
| Cooper Financial Group | 11,905 | $648.6K | 0.08% | +276+2.4% | Added |
| Wealthspire Advisors, LLC | 11,917 | $649.2K | 0.01% | +339+2.9% | Added |
| Liberty Square Wealth Partners LLC | 11,099 | $651.4K | 0.24% | +11,099 | New |
| Savant Capital, LLC | 12,126 | $660.6K | 0.01% | −8,979−42.5% | Reduced |
| WCG Wealth Advisors LLC | 12,168 | $663.0K | 0.04% | −4,629−27.6% | Reduced |
| Liberty One Investment Management, LLC | 12,243 | $667.0K | 0.07% | +1,016+9.0% | Added |
| C2C Wealth Management, LLC | 12,263 | $668.1K | 0.62% | +500+4.3% | Added |
| Samalin Investment Counsel, LLC | 12,297 | $669.9K | 0.29% | −878−6.7% | Reduced |
| Client 1st Advisory Group, LLC | 12,330 | $671.7K | 0.26% | −391−3.1% | Reduced |
| PFG Investments, LLC | 12,412 | $676.2K | 0.04% | +4,346+53.9% | Added |
| Oppenheimer & Co Inc | 12,550 | $683.7K | 0.01% | +2,297+22.4% | Added |
| EP Wealth Advisors, LLC | 12,637 | $688.5K | 0.01% | +4,088+47.8% | Added |
| Sterling Capital Management LLC | 12,843 | $699.7K | 0.01% | +4,442+52.9% | Added |
| Steward Partners Investment Advisory, LLC | 12,866 | $700.9K | 0.01% | +979+8.2% | Added |
| Howe & Rusling Inc | 13,218 | $720.1K | 0.06% | +1,332+11.2% | Added |
| Perigon Wealth Management, LLC | 13,026 | $723.5K | 0.02% | −902−6.5% | Reduced |
| Founders Financial Alliance, LLC | 13,327 | $726.1K | 0.20% | −2,275−14.6% | Reduced |
| Stephens Inc | 13,392 | $729.6K | 0.01% | +392+3.0% | Added |
| Prudential PLC | 13,398 | $729.9K | 0.00% | +1,590+13.5% | Added |
| Atria Investments LLC | 13,412 | $730.7K | 0.01% | −474−3.4% | Reduced |
| TownSquare Capital, LLC | 13,422 | $731.3K | 0.01% | +2,323+20.9% | Added |
| Gamco Investors, Inc. Et Al | 13,600 | $740.9K | 0.01% | −9,000−39.8% | Reduced |
| MAI Capital Management | 14,000 | $762.7K | 0.01% | +5,263+60.2% | Added |
| RB Capital Management, LLC | 14,063 | $766.2K | 0.18% | −1,733−11.0% | Reduced |
| Bank of Nova Scotia | 14,085 | $767.4K | 0.00% | −1,672−10.6% | Reduced |
| Principal Securities, Inc. | 14,184 | $772.8K | 0.02% | −936−6.2% | Reduced |
| United Services Automobile Association | 14,483 | $789.0K | 0.03% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,611 | $796.0K | 0.03% | +50.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,793 | $805.9K | 0.00% | +1,305+9.7% | Added |
| LRI Investments, LLC | 14,911 | $812.4K | 0.08% | −4,603−23.6% | Reduced |
| Gsa Capital Partners LLP | 14,921 | $813.0K | 0.06% | +6,578+78.8% | Added |
| Swiss Life Asset Management Ltd | 14,954 | $813.3K | 0.01% | +9,412+169.8% | Added |
| Vista Investment Management | 15,044 | $819.6K | 0.31% | +158+1.1% | Added |
| Crossmark Global Holdings, Inc. | 15,079 | $821.0K | 0.01% | −20.0% | Reduced |
| Consolidated Portfolio Review Corp | 15,152 | $825.5K | 0.13% | +15,152 | New |
| HB Wealth Management, LLC | 15,266 | $831.7K | 0.01% | +2,732+21.8% | Added |
| DoubleLine ETF Adviser LP | 15,714 | $856.1K | 0.23% | +74+0.5% | Added |
| Rockefeller Capital Management L.P. | 15,738 | $857.5K | 0.00% | −4,885−23.7% | Reduced |
| Ameritas Advisory Services, LLC | 15,826 | $862.2K | 0.03% | +726+4.8% | Added |
| Wealthstar Advisors, LLC | 15,840 | $863.0K | 0.37% | +15,840 | New |
| Naviter Wealth, LLC | 15,834 | $876.6K | 0.11% | −6,487−29.1% | Reduced |
| Squarepoint Ops LLC | 16,172 | $881.1K | 0.00% | −57,537−78.1% | Reduced |
| Nordea Investment Management AB | 16,335 | $888.1K | 0.00% | +1,587+10.8% | Added |
| Securian Asset Management, Inc | 16,544 | $901.3K | 0.03% | −473−2.8% | Reduced |
| Carnegie Lake Advisors LLC | 16,565 | $902.0K | 0.36% | +535+3.3% | Added |
| Gulf International Bank (UK) Ltd | 16,675 | $908.0K | 0.02% | −462−2.7% | Reduced |
| HBK Sorce Advisory LLC | 16,978 | $925.0K | 0.03% | +100+0.6% | Added |
| Geneos Wealth Management Inc. | 17,127 | $933.1K | 0.03% | −197−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 17,174 | $935.7K | 0.09% | +12+0.1% | Added |
| Arete Wealth Advisors, LLC | 17,428 | $945.0K | 0.07% | −676−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 17,681 | $963.2K | 0.01% | −4,373−19.8% | Reduced |
| Summit Financial, LLC | 17,457 | $966.4K | 0.03% | −523−2.9% | Reduced |
| CWM, LLC | 17,742 | $967.0K | 0.00% | +121+0.7% | Added |
| Martingale Asset Management L P | 17,884 | $974.3K | 0.02% | +17,884 | New |
| Horan Capital Advisors, LLC. | 18,254 | $994.5K | 0.33% | −3,962−17.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,317 | $997.9K | 0.04% | +4,442+32.0% | Added |
| Mediolanum International Funds Ltd | 18,478 | $1.01M | 0.01% | +768+4.3% | Added |
| Meixler Investment Management, Ltd. | 18,485 | $1.01M | 0.75% | +18,485 | New |
| Sabal Trust CO | 18,922 | $1.03M | 0.06% | +18,922 | New |
| Mackenzie Financial Corp | 19,024 | $1.04M | 0.00% | +7,352+63.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,047 | $1.04M | 0.01% | +8,277+76.9% | Added |
| Mutual Advisors, LLC | 18,893 | $1.05M | 0.03% | −7,534−28.5% | Reduced |
| Captrust Financial Advisors | 19,342 | $1.05M | 0.00% | −195−1.0% | Reduced |
| Ossiam | 19,354 | $1.05M | 0.02% | +4,343+28.9% | Added |
| Pathstone Holdings, LLC | 19,779 | $1.08M | 0.00% | −1,052−5.1% | Reduced |
| Elo Mutual Pension Insurance Co | 20,144 | $1.10M | 0.02% | +707+3.6% | Added |
| Erste Asset Management GmbH | 20,200 | $1.10M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,336 | $1.11M | 0.00% | −780−3.7% | Reduced |
| Bahl & Gaynor Inc | 20,709 | $1.13M | 0.01% | −4,159−16.7% | Reduced |
| Belpointe Asset Management LLC | 18,943 | $1.14M | 0.07% | −2,065−9.8% | Reduced |
| Guggenheim Capital LLC | 21,124 | $1.15M | 0.01% | −109,253−83.8% | Reduced |