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 |
|---|---|---|---|---|---|
| CWM, LLC | 17,742 | $967.0K | 0.00% | +121+0.7% | Added |
| Summit Financial, LLC | 17,457 | $966.4K | 0.03% | −523−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 17,681 | $963.2K | 0.01% | −4,373−19.8% | Reduced |
| Arete Wealth Advisors, LLC | 17,428 | $945.0K | 0.07% | −676−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 17,174 | $935.7K | 0.09% | +12+0.1% | Added |
| Geneos Wealth Management Inc. | 17,127 | $933.1K | 0.03% | −197−1.1% | Reduced |
| HBK Sorce Advisory LLC | 16,978 | $925.0K | 0.03% | +100+0.6% | Added |
| Gulf International Bank (UK) Ltd | 16,675 | $908.0K | 0.02% | −462−2.7% | Reduced |
| Carnegie Lake Advisors LLC | 16,565 | $902.0K | 0.36% | +535+3.3% | Added |
| Securian Asset Management, Inc | 16,544 | $901.3K | 0.03% | −473−2.8% | Reduced |
| Nordea Investment Management AB | 16,335 | $888.1K | 0.00% | +1,587+10.8% | Added |
| Squarepoint Ops LLC | 16,172 | $881.1K | 0.00% | −57,537−78.1% | Reduced |
| Naviter Wealth, LLC | 15,834 | $876.6K | 0.11% | −6,487−29.1% | Reduced |
| Wealthstar Advisors, LLC | 15,840 | $863.0K | 0.37% | +15,840 | New |
| Ameritas Advisory Services, LLC | 15,826 | $862.2K | 0.03% | +726+4.8% | Added |
| Rockefeller Capital Management L.P. | 15,738 | $857.5K | 0.00% | −4,885−23.7% | Reduced |
| DoubleLine ETF Adviser LP | 15,714 | $856.1K | 0.23% | +74+0.5% | Added |
| HB Wealth Management, LLC | 15,266 | $831.7K | 0.01% | +2,732+21.8% | Added |
| Consolidated Portfolio Review Corp | 15,152 | $825.5K | 0.13% | +15,152 | New |
| Crossmark Global Holdings, Inc. | 15,079 | $821.0K | 0.01% | −20.0% | Reduced |
| Vista Investment Management | 15,044 | $819.6K | 0.31% | +158+1.1% | Added |
| Swiss Life Asset Management Ltd | 14,954 | $813.3K | 0.01% | +9,412+169.8% | Added |
| Gsa Capital Partners LLP | 14,921 | $813.0K | 0.06% | +6,578+78.8% | Added |
| LRI Investments, LLC | 14,911 | $812.4K | 0.08% | −4,603−23.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,793 | $805.9K | 0.00% | +1,305+9.7% | Added |
| Texas Yale Capital Corp. | 14,611 | $796.0K | 0.03% | +50.0% | Added |
| United Services Automobile Association | 14,483 | $789.0K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14,184 | $772.8K | 0.02% | −936−6.2% | Reduced |
| Bank of Nova Scotia | 14,085 | $767.4K | 0.00% | −1,672−10.6% | Reduced |
| RB Capital Management, LLC | 14,063 | $766.2K | 0.18% | −1,733−11.0% | Reduced |
| MAI Capital Management | 14,000 | $762.7K | 0.01% | +5,263+60.2% | Added |
| Gamco Investors, Inc. Et Al | 13,600 | $740.9K | 0.01% | −9,000−39.8% | Reduced |
| TownSquare Capital, LLC | 13,422 | $731.3K | 0.01% | +2,323+20.9% | Added |
| Atria Investments LLC | 13,412 | $730.7K | 0.01% | −474−3.4% | Reduced |
| Prudential PLC | 13,398 | $729.9K | 0.00% | +1,590+13.5% | Added |
| Stephens Inc | 13,392 | $729.6K | 0.01% | +392+3.0% | Added |
| Founders Financial Alliance, LLC | 13,327 | $726.1K | 0.20% | −2,275−14.6% | Reduced |
| Perigon Wealth Management, LLC | 13,026 | $723.5K | 0.02% | −902−6.5% | Reduced |
| Howe & Rusling Inc | 13,218 | $720.1K | 0.06% | +1,332+11.2% | Added |
| Steward Partners Investment Advisory, LLC | 12,866 | $700.9K | 0.01% | +979+8.2% | Added |
| Sterling Capital Management LLC | 12,843 | $699.7K | 0.01% | +4,442+52.9% | Added |
| EP Wealth Advisors, LLC | 12,637 | $688.5K | 0.01% | +4,088+47.8% | Added |
| Oppenheimer & Co Inc | 12,550 | $683.7K | 0.01% | +2,297+22.4% | Added |
| PFG Investments, LLC | 12,412 | $676.2K | 0.04% | +4,346+53.9% | Added |
| Client 1st Advisory Group, LLC | 12,330 | $671.7K | 0.26% | −391−3.1% | Reduced |
| Samalin Investment Counsel, LLC | 12,297 | $669.9K | 0.29% | −878−6.7% | Reduced |
| C2C Wealth Management, LLC | 12,263 | $668.1K | 0.62% | +500+4.3% | Added |
| Liberty One Investment Management, LLC | 12,243 | $667.0K | 0.07% | +1,016+9.0% | Added |
| WCG Wealth Advisors LLC | 12,168 | $663.0K | 0.04% | −4,629−27.6% | Reduced |
| Savant Capital, LLC | 12,126 | $660.6K | 0.01% | −8,979−42.5% | Reduced |
| Liberty Square Wealth Partners LLC | 11,099 | $651.4K | 0.24% | +11,099 | New |
| Wealthspire Advisors, LLC | 11,917 | $649.2K | 0.01% | +339+2.9% | Added |
| Cooper Financial Group | 11,905 | $648.6K | 0.08% | +276+2.4% | 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 |
| Tower Research Capital LLC (TRC) | 11,658 | $635.1K | 0.01% | +1,091+10.3% | Added |
| Maryland State Retirement & Pension System | 11,568 | $630.2K | 0.01% | −810−6.5% | Reduced |
| Concurrent Investment Advisors, LLC | 11,531 | $628.2K | 0.02% | +293+2.6% | Added |
| Aurora Private Wealth, Inc. | 11,454 | $624.0K | 0.47% | −192−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 11,278 | $614.4K | 0.04% | −3,482−23.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 11,264 | $613.7K | 0.15% | +2,155+23.7% | Added |
| Advisory Services Network, LLC | 11,226 | $611.6K | 0.01% | −729−6.1% | Reduced |
| Diligent Investors, LLC | 11,063 | $602.7K | 0.14% | +74+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,048 | $601.9K | 0.03% | +167+1.5% | Added |
| Stevens Capital Management LP | 11,036 | $601.0K | 0.24% | +11,036 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,955 | $597.0K | 0.01% | +10,955 | New |
| Dudley Capital Management, LLC | 10,800 | $588.4K | 0.30% | +3,400+45.9% | Added |
| Stratos Wealth Partners, LTD. | 10,701 | $583.0K | 0.01% | +30.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,645 | $580.5K | 0.00% | −3,633−25.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $569.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,404 | $566.8K | 0.02% | −495−4.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $566.6K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,375 | $565.0K | 0.03% | +10,375 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,360 | $564.4K | 0.02% | −345−3.2% | Reduced |
| Independent Advisor Alliance | 10,337 | $563.1K | 0.01% | +1,381+15.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,279 | $560.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,239 | $557.8K | 0.00% | −8,841−46.3% | Reduced |
| Accel Wealth Management | 10,190 | $555.2K | 0.21% | +140+1.4% | Added |
| WealthPlan Investment Management, LLC | 9,911 | $539.9K | 0.05% | +1,165+13.3% | Added |
| Assetmark, Inc | 9,860 | $537.2K | 0.00% | −153−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 9,846 | $536.4K | 0.01% | −1,557−13.7% | Reduced |
| Diversified Trust Co | 9,799 | $533.8K | 0.01% | +9,799 | New |
| CarsonAllaria Wealth Management, Ltd. | 9,787 | $533.2K | 0.31% | +92+0.9% | Added |
| Norinchukin Bank, The | 9,761 | $531.8K | 0.01% | −228−2.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,661 | $526.4K | 0.04% | +5,191+116.1% | Added |
| Pinnacle Financial Partners Inc | 9,650 | $525.7K | 0.01% | −1,400−12.7% | Reduced |
| First National Trust Co | 9,628 | $524.5K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,600 | $523.0K | 0.01% | −1,300−11.9% | Reduced |
| Lazard Asset Management LLC | 9,473 | $515.0K | 0.00% | −2,620−21.7% | Reduced |
| WealthPLAN Partners, LLC | 9,292 | $506.2K | 0.07% | −3,742−28.7% | Reduced |
| Independent Financial Group, LLC | 9,267 | $504.9K | 0.02% | +264+2.9% | Added |
| Armstrong, Fleming & Moore, Inc | 9,254 | $504.2K | 0.31% | −43,569−82.5% | Reduced |
| Cambria Investment Management, L.P. | 9,226 | $502.6K | 0.03% | +2,414+35.4% | Added |
| RMB Capital Management, LLC | 9,218 | $502.2K | 0.01% | −3,871−29.6% | Reduced |
| Spirit of America Management Corp | 9,200 | $501.2K | 0.10% | −1,000−9.8% | Reduced |
| Omers Administration Corp | 9,130 | $497.4K | 0.00% | +1,548+20.4% | Added |
| Old Port Advisors | 8,940 | $487.1K | 0.14% | −398−4.3% | Reduced |
| CIBC Asset Management Inc | 8,814 | $480.2K | 0.00% | +1,066+13.8% | Added |
| Colonial Trust Co | 8,787 | $478.7K | 0.07% | −3,062−25.8% | Reduced |
| Capital Investment Advisory Services, LLC | 8,698 | $473.8K | 0.05% | +259+3.1% | Added |