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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 48,638 | $2.65M | 0.06% | +84+0.2% | Added |
| Freedom Financial Partners LLC | 48,029 | $2.62M | 1.26% | +48,029 | New |
| Two Sigma Investments, LP | 47,797 | $2.60M | 0.01% | +11,180+30.5% | Added |
| Prudential Financial Inc | 47,056 | $2.56M | 0.00% | +21,317+82.8% | Added |
| Hantz Financial Services, Inc. | 46,530 | $2.54M | 0.04% | −1,957−4.0% | Reduced |
| CI Private Wealth, LLC | 45,901 | $2.50M | 0.00% | −12,115−20.9% | Reduced |
| Sanctuary Advisors, LLC | 44,618 | $2.48M | 0.02% | +9,036+25.4% | Added |
| Agf Management Ltd | 45,204 | $2.46M | 0.01% | −6,616−12.8% | Reduced |
| Oregon Public Employees Retirement Fund | 44,584 | $2.43M | 0.04% | +330+0.7% | Added |
| HighTower Advisors, LLC | 44,381 | $2.42M | 0.00% | +193+0.4% | Added |
| Ameritas Investment Partners, Inc. | 43,834 | $2.39M | 0.08% | −1,065−2.4% | Reduced |
| Verition Fund Management LLC | 43,642 | $2.38M | 0.01% | +43,642 | New |
| Holocene Advisors, LP | 43,462 | $2.37M | 0.01% | −35,966−45.3% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.36M | 0.08% | 00.0% | Unchanged |
| Mubadala Investment Co PJSC | 43,389 | $2.36M | 0.01% | +43,389 | New |
| DnB Asset Management AS | 42,493 | $2.32M | 0.01% | +1,850+4.6% | Added |
| British Columbia Investment Management Corp | 41,900 | $2.28M | 0.01% | +5,394+14.8% | Added |
| Rodgers Brothers Inc. | 41,750 | $2.27M | 0.30% | +41,750 | New |
| TD Asset Management Inc | 41,621 | $2.27M | 0.00% | +7,774+23.0% | Added |
| Ostrum Asset Management | 38,864 | $2.12M | 0.18% | +4,398+12.8% | Added |
| Acadian Asset Management LLC | 38,692 | $2.11M | 0.01% | +38,692 | New |
| Wolverine Trading, LLC | 38,133 | $2.08M | 0.05% | +16,015+72.4% | Added |
| Xponance, Inc. | 37,709 | $2.05M | 0.02% | +3,077+8.9% | Added |
| XML Financial, LLC | 36,463 | $1.99M | 0.18% | +1,646+4.7% | Added |
| Inceptionr LLC | 36,449 | $1.99M | 0.44% | +36,449 | New |
| Bank of Montreal | 35,927 | $1.96M | 0.00% | +2,770+8.4% | Added |
| Wellington Shields Capital Management, LLC | 35,910 | $1.96M | 0.35% | −11,217−23.8% | Reduced |
| Utah Retirement Systems | 35,876 | $1.95M | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 35,644 | $1.94M | 0.25% | +35,644 | New |
| Horizon Kinetics Asset Management LLC | 35,150 | $1.91M | 0.02% | +1,450+4.3% | Added |
| Stifel Financial Corp | 35,139 | $1.91M | 0.00% | +3,355+10.6% | Added |
| Weaver Consulting Group | 34,777 | $1.89M | 0.58% | −70−0.2% | Reduced |
| Tredje AP-fonden | 33,977 | $1.85M | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 33,860 | $1.84M | 0.62% | −492−1.4% | Reduced |
| Investmark Advisory Group LLC | 32,965 | $1.80M | 0.88% | −1,460−4.2% | Reduced |
| US Bancorp | 32,764 | $1.78M | 0.00% | +2,499+8.3% | Added |
| BridgePort Financial Solutions, LLC | 27,522 | $1.77M | 0.80% | +27,522 | New |
| Presima Inc. | 32,300 | $1.76M | 0.43% | −1,000−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 32,148 | $1.75M | 0.05% | −2,208−6.4% | Reduced |
| SG Americas Securities, LLC | 32,007 | $1.74M | 0.01% | −124,366−79.5% | Reduced |
| Swedbank AB | 31,959 | $1.74M | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 31,727 | $1.73M | 0.00% | +30,438+2,361.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 31,307 | $1.71M | 0.02% | +31,307 | New |
| Arkadios Wealth Advisors | 30,391 | $1.66M | 0.09% | +11,478+60.7% | Added |
| Inspirion Wealth Advisors, LLC | 30,083 | $1.65M | 0.23% | −4,096−12.0% | Reduced |
| Gradient Capital Advisors, LLC | 29,812 | $1.62M | 0.52% | −1,630−5.2% | Reduced |
| Griffin Asset Management, Inc. | 29,769 | $1.62M | 0.19% | −793−2.6% | Reduced |
| Toronto Dominion Bank | 29,414 | $1.60M | 0.00% | +1,863+6.8% | Added |
| Campbell & CO Investment Adviser LLC | 29,394 | $1.60M | 0.12% | +4,369+17.5% | Added |
| JustInvest LLC | 28,382 | $1.55M | 0.02% | −1,603−5.3% | Reduced |
| M&T Bank Corp | 28,368 | $1.55M | 0.01% | −87−0.3% | Reduced |
| Metis Global Partners, LLC | 28,059 | $1.53M | 0.05% | +1,928+7.4% | Added |
| Voya Investment Management LLC | 27,955 | $1.52M | 0.00% | −7,499−21.2% | Reduced |
| Janus Henderson Group PLC | 27,585 | $1.50M | 0.00% | +15,600+130.2% | Added |
| Excalibur Management Corp | 27,548 | $1.50M | 0.60% | −4,662−14.5% | Reduced |
| Federated Hermes, Inc. | 27,494 | $1.50M | 0.00% | +2,801+11.3% | Added |
| Cerity Partners LLC | 26,674 | $1.50M | 0.00% | +1,763+7.1% | Added |
| Royal Fund Management, LLC | 27,180 | $1.48M | 0.16% | +3,988+17.2% | Added |
| Stoneridge Investment Partners LLC | 27,163 | $1.48M | 0.53% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 26,849 | $1.46M | 0.33% | −1,608−5.7% | Reduced |
| Hilltop Partners LLC | 26,610 | $1.45M | 0.49% | −54−0.2% | Reduced |
| Fiduciary Alliance LLC | 26,034 | $1.42M | 0.14% | +26,034 | New |
| Neuberger Berman Group LLC | 26,025 | $1.42M | 0.00% | +673+2.7% | Added |
| Natixis Advisors, L.P. | 25,898 | $1.41M | 0.00% | −3,869−13.0% | Reduced |
| The PNC Financial Services Group, Inc. | 25,237 | $1.37M | 0.00% | −3,572−12.4% | Reduced |
| Susquehanna International Group, LLP | 25,228 | $1.37M | 0.00% | −68,635−73.1% | Reduced |
| Kestra Private Wealth Services, LLC | 25,008 | $1.36M | 0.02% | +18,588+289.5% | Added |
| Vident Advisory, LLC | 24,645 | $1.34M | 0.02% | −9,615−28.1% | Reduced |
| EverSource Wealth Advisors, LLC | 24,247 | $1.32M | 0.07% | +570+2.4% | Added |
| Cornerstone Wealth Management, LLC | 24,037 | $1.31M | 0.09% | +1,104+4.8% | Added |
| CWM Advisors, LLC | 23,935 | $1.30M | 0.15% | −797−3.2% | Reduced |
| 1832 Asset Management L.P. | 23,881 | $1.30M | 0.00% | +182+0.8% | Added |
| Apollon Wealth Management, LLC | 23,254 | $1.27M | 0.03% | +6,367+37.7% | Added |
| TFG Advisers LLC | 22,641 | $1.23M | 0.44% | −516−2.2% | Reduced |
| Colonial Trust Advisors | 22,253 | $1.21M | 0.11% | −4,926−18.1% | Reduced |
| Jeppson Wealth Management, LLC | 22,056 | $1.20M | 0.44% | −29−0.1% | Reduced |
| Associated Banc-Corp | 22,007 | $1.20M | 0.04% | −2,693−10.9% | Reduced |
| Blair William & Co | 21,638 | $1.18M | 0.00% | −1,537−6.6% | Reduced |
| Walleye Capital LLC | 21,619 | $1.18M | 0.01% | +2,894+15.5% | Added |
| Quest Partners LLC | 21,467 | $1.17M | 0.16% | −87,281−80.3% | Reduced |
| Moors & Cabot, Inc. | 21,340 | $1.16M | 0.06% | −6,250−22.7% | Reduced |
| Penserra Capital Management LLC | 21,284 | $1.16M | 0.02% | −1,120−5.0% | Reduced |
| Guggenheim Capital LLC | 21,124 | $1.15M | 0.01% | −109,253−83.8% | Reduced |
| Belpointe Asset Management LLC | 18,943 | $1.14M | 0.07% | −2,065−9.8% | Reduced |
| Bahl & Gaynor Inc | 20,709 | $1.13M | 0.01% | −4,159−16.7% | Reduced |
| Public Employees Retirement Association of Colorado | 20,336 | $1.11M | 0.00% | −780−3.7% | Reduced |
| Erste Asset Management GmbH | 20,200 | $1.10M | 0.01% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,144 | $1.10M | 0.02% | +707+3.6% | Added |
| Pathstone Holdings, LLC | 19,779 | $1.08M | 0.00% | −1,052−5.1% | Reduced |
| Ossiam | 19,354 | $1.05M | 0.02% | +4,343+28.9% | Added |
| Captrust Financial Advisors | 19,342 | $1.05M | 0.00% | −195−1.0% | Reduced |
| Mutual Advisors, LLC | 18,893 | $1.05M | 0.03% | −7,534−28.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,047 | $1.04M | 0.01% | +8,277+76.9% | Added |
| Mackenzie Financial Corp | 19,024 | $1.04M | 0.00% | +7,352+63.0% | Added |
| Sabal Trust CO | 18,922 | $1.03M | 0.06% | +18,922 | New |
| Meixler Investment Management, Ltd. | 18,485 | $1.01M | 0.75% | +18,485 | New |
| Mediolanum International Funds Ltd | 18,478 | $1.01M | 0.01% | +768+4.3% | Added |
| Nicholas Hoffman & Company, LLC. | 18,317 | $997.9K | 0.04% | +4,442+32.0% | Added |
| Horan Capital Advisors, LLC. | 18,254 | $994.5K | 0.33% | −3,962−17.8% | Reduced |
| Martingale Asset Management L P | 17,884 | $974.3K | 0.02% | +17,884 | New |