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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 21,284 | $1.16M | 0.02% | −1,120−5.0% | Reduced |
| Moors & Cabot, Inc. | 21,340 | $1.16M | 0.06% | −6,250−22.7% | Reduced |
| Quest Partners LLC | 21,467 | $1.17M | 0.16% | −87,281−80.3% | Reduced |
| Walleye Capital LLC | 21,619 | $1.18M | 0.01% | +2,894+15.5% | Added |
| Blair William & Co | 21,638 | $1.18M | 0.00% | −1,537−6.6% | Reduced |
| Associated Banc-Corp | 22,007 | $1.20M | 0.04% | −2,693−10.9% | Reduced |
| Jeppson Wealth Management, LLC | 22,056 | $1.20M | 0.44% | −29−0.1% | Reduced |
| Colonial Trust Advisors | 22,253 | $1.21M | 0.11% | −4,926−18.1% | Reduced |
| TFG Advisers LLC | 22,641 | $1.23M | 0.44% | −516−2.2% | Reduced |
| Apollon Wealth Management, LLC | 23,254 | $1.27M | 0.03% | +6,367+37.7% | Added |
| 1832 Asset Management L.P. | 23,881 | $1.30M | 0.00% | +182+0.8% | Added |
| CWM Advisors, LLC | 23,935 | $1.30M | 0.15% | −797−3.2% | Reduced |
| Cornerstone Wealth Management, LLC | 24,037 | $1.31M | 0.09% | +1,104+4.8% | Added |
| EverSource Wealth Advisors, LLC | 24,247 | $1.32M | 0.07% | +570+2.4% | Added |
| Vident Advisory, LLC | 24,645 | $1.34M | 0.02% | −9,615−28.1% | Reduced |
| Kestra Private Wealth Services, LLC | 25,008 | $1.36M | 0.02% | +18,588+289.5% | Added |
| Susquehanna International Group, LLP | 25,228 | $1.37M | 0.00% | −68,635−73.1% | Reduced |
| The PNC Financial Services Group, Inc. | 25,237 | $1.37M | 0.00% | −3,572−12.4% | Reduced |
| Natixis Advisors, L.P. | 25,898 | $1.41M | 0.00% | −3,869−13.0% | Reduced |
| Neuberger Berman Group LLC | 26,025 | $1.42M | 0.00% | +673+2.7% | Added |
| Fiduciary Alliance LLC | 26,034 | $1.42M | 0.14% | +26,034 | New |
| Hilltop Partners LLC | 26,610 | $1.45M | 0.49% | −54−0.2% | Reduced |
| Richard P Slaughter Associates Inc | 26,849 | $1.46M | 0.33% | −1,608−5.7% | Reduced |
| Stoneridge Investment Partners LLC | 27,163 | $1.48M | 0.53% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 27,180 | $1.48M | 0.16% | +3,988+17.2% | Added |
| Cerity Partners LLC | 26,674 | $1.50M | 0.00% | +1,763+7.1% | Added |
| Federated Hermes, Inc. | 27,494 | $1.50M | 0.00% | +2,801+11.3% | Added |
| Excalibur Management Corp | 27,548 | $1.50M | 0.60% | −4,662−14.5% | Reduced |
| Janus Henderson Group PLC | 27,585 | $1.50M | 0.00% | +15,600+130.2% | Added |
| Voya Investment Management LLC | 27,955 | $1.52M | 0.00% | −7,499−21.2% | Reduced |
| Metis Global Partners, LLC | 28,059 | $1.53M | 0.05% | +1,928+7.4% | Added |
| M&T Bank Corp | 28,368 | $1.55M | 0.01% | −87−0.3% | Reduced |
| JustInvest LLC | 28,382 | $1.55M | 0.02% | −1,603−5.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,394 | $1.60M | 0.12% | +4,369+17.5% | Added |
| Toronto Dominion Bank | 29,414 | $1.60M | 0.00% | +1,863+6.8% | Added |
| Griffin Asset Management, Inc. | 29,769 | $1.62M | 0.19% | −793−2.6% | Reduced |
| Gradient Capital Advisors, LLC | 29,812 | $1.62M | 0.52% | −1,630−5.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 30,083 | $1.65M | 0.23% | −4,096−12.0% | Reduced |
| Arkadios Wealth Advisors | 30,391 | $1.66M | 0.09% | +11,478+60.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 31,307 | $1.71M | 0.02% | +31,307 | New |
| FIL Ltd | 31,727 | $1.73M | 0.00% | +30,438+2,361.4% | Added |
| Swedbank AB | 31,959 | $1.74M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 32,007 | $1.74M | 0.01% | −124,366−79.5% | Reduced |
| Wealthcare Advisory Partners LLC | 32,148 | $1.75M | 0.05% | −2,208−6.4% | Reduced |
| Presima Inc. | 32,300 | $1.76M | 0.43% | −1,000−3.0% | Reduced |
| BridgePort Financial Solutions, LLC | 27,522 | $1.77M | 0.80% | +27,522 | New |
| US Bancorp | 32,764 | $1.78M | 0.00% | +2,499+8.3% | Added |
| Investmark Advisory Group LLC | 32,965 | $1.80M | 0.88% | −1,460−4.2% | Reduced |
| Pathway Financial Advisers, LLC | 33,860 | $1.84M | 0.62% | −492−1.4% | Reduced |
| Tredje AP-fonden | 33,977 | $1.85M | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 34,777 | $1.89M | 0.58% | −70−0.2% | Reduced |
| Stifel Financial Corp | 35,139 | $1.91M | 0.00% | +3,355+10.6% | Added |
| Horizon Kinetics Asset Management LLC | 35,150 | $1.91M | 0.02% | +1,450+4.3% | Added |
| Signet Financial Management, LLC | 35,644 | $1.94M | 0.25% | +35,644 | New |
| Utah Retirement Systems | 35,876 | $1.95M | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 35,910 | $1.96M | 0.35% | −11,217−23.8% | Reduced |
| Bank of Montreal | 35,927 | $1.96M | 0.00% | +2,770+8.4% | Added |
| Inceptionr LLC | 36,449 | $1.99M | 0.44% | +36,449 | New |
| XML Financial, LLC | 36,463 | $1.99M | 0.18% | +1,646+4.7% | Added |
| Xponance, Inc. | 37,709 | $2.05M | 0.02% | +3,077+8.9% | Added |
| Wolverine Trading, LLC | 38,133 | $2.08M | 0.05% | +16,015+72.4% | Added |
| Acadian Asset Management LLC | 38,692 | $2.11M | 0.01% | +38,692 | New |
| Ostrum Asset Management | 38,864 | $2.12M | 0.18% | +4,398+12.8% | Added |
| TD Asset Management Inc | 41,621 | $2.27M | 0.00% | +7,774+23.0% | Added |
| Rodgers Brothers Inc. | 41,750 | $2.27M | 0.30% | +41,750 | New |
| British Columbia Investment Management Corp | 41,900 | $2.28M | 0.01% | +5,394+14.8% | Added |
| DnB Asset Management AS | 42,493 | $2.32M | 0.01% | +1,850+4.6% | Added |
| Mubadala Investment Co PJSC | 43,389 | $2.36M | 0.01% | +43,389 | New |
| New Mexico Educational Retirement Board | 43,400 | $2.36M | 0.08% | 00.0% | Unchanged |
| Holocene Advisors, LP | 43,462 | $2.37M | 0.01% | −35,966−45.3% | Reduced |
| Verition Fund Management LLC | 43,642 | $2.38M | 0.01% | +43,642 | New |
| Ameritas Investment Partners, Inc. | 43,834 | $2.39M | 0.08% | −1,065−2.4% | Reduced |
| HighTower Advisors, LLC | 44,381 | $2.42M | 0.00% | +193+0.4% | Added |
| Oregon Public Employees Retirement Fund | 44,584 | $2.43M | 0.04% | +330+0.7% | Added |
| Agf Management Ltd | 45,204 | $2.46M | 0.01% | −6,616−12.8% | Reduced |
| Sanctuary Advisors, LLC | 44,618 | $2.48M | 0.02% | +9,036+25.4% | Added |
| CI Private Wealth, LLC | 45,901 | $2.50M | 0.00% | −12,115−20.9% | Reduced |
| Hantz Financial Services, Inc. | 46,530 | $2.54M | 0.04% | −1,957−4.0% | Reduced |
| Prudential Financial Inc | 47,056 | $2.56M | 0.00% | +21,317+82.8% | Added |
| Two Sigma Investments, LP | 47,797 | $2.60M | 0.01% | +11,180+30.5% | Added |
| Freedom Financial Partners LLC | 48,029 | $2.62M | 1.26% | +48,029 | New |
| Northwestern Mutual Investment Management Company, LLC | 48,638 | $2.65M | 0.06% | +84+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 48,641 | $2.65M | 0.79% | +1,535+3.3% | Added |
| Coldstream Capital Management Inc | 48,758 | $2.66M | 0.06% | +1,626+3.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 48,944 | $2.67M | 0.08% | +48,944 | New |
| Capital Square, LLC | 48,289 | $2.67M | 1.52% | −2,710−5.3% | Reduced |
| Cozad Asset Management Inc | 49,013 | $2.67M | 0.25% | −8,914−15.4% | Reduced |
| HighPoint Advisor Group LLC | 48,070 | $2.70M | 0.15% | +53+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 49,997 | $2.72M | 0.01% | +2,382+5.0% | Added |
| New Insight Wealth Advisors | 50,018 | $2.72M | 1.36% | −3,468−6.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 50,329 | $2.74M | 0.05% | +50,329 | New |
| Quantinno Capital Management LP | 50,382 | $2.74M | 0.03% | +27,498+120.2% | Added |
| AQR Capital Management LLC | 50,909 | $2.75M | 0.00% | +28,796+130.2% | Added |
| Romano Brothers and Company | 50,845 | $2.77M | 0.35% | −175−0.3% | Reduced |
| Baird Financial Group, Inc. | 51,003 | $2.78M | 0.01% | +35,761+234.6% | Added |
| Pensionfund DSM Netherlands | 51,300 | $2.79M | 1.74% | −7,000−12.0% | Reduced |
| State of Michigan Retirement System | 51,800 | $2.82M | 0.01% | −200−0.4% | Reduced |
| Pensionfund Sabic | 52,304 | $2.85M | 0.75% | +8,000+18.1% | Added |
| AXA S.A. | 52,522 | $2.86M | 0.01% | +2,116+4.2% | Added |
| Generali Asset Management SPA SGR | 52,635 | $2.87M | 0.07% | +52,635 | New |