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 |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 8,647 | $471.1K | 0.05% | −258−2.9% | Reduced |
| Axis Wealth Partners, LLC | 8,597 | $468.4K | 0.39% | +8,597 | New |
| Commerce Bank | 8,462 | $461.0K | 0.00% | −891−9.5% | Reduced |
| Two Sigma Advisers, LP | 8,400 | $457.6K | 0.00% | +8,400 | New |
| Archer Investment Corp | 8,348 | $454.8K | 0.12% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 8,299 | $452.1K | 0.09% | +289+3.6% | Added |
| Shelton Capital Management | 8,260 | $450.0K | 0.01% | −391−4.5% | Reduced |
| GWM Advisors LLC | 8,196 | $446.5K | 0.00% | +485+6.3% | Added |
| Hudson Portfolio Management LLC | 8,167 | $444.9K | 0.44% | −1,565−16.1% | Reduced |
| Ethic Inc. | 8,108 | $441.7K | 0.01% | −5,100−38.6% | Reduced |
| Intrua Financial, LLC | 8,057 | $438.9K | 0.07% | +1,639+25.5% | Added |
| Focus Financial Network, Inc. | 7,995 | $435.6K | 0.02% | −52−0.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,963 | $434.0K | 0.10% | −400−4.8% | Reduced |
| Wellington Shields & Co., LLC | 7,880 | $429.3K | 0.13% | −76−1.0% | Reduced |
| Campbell Wealth Management | 7,856 | $428.0K | 0.04% | +1,783+29.4% | Added |
| Resources Investment Advisors, LLC. | 7,852 | $427.8K | 0.00% | −79−1.0% | Reduced |
| Philadelphia Trust Co | 7,790 | $424.0K | 0.03% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 7,718 | $420.5K | 0.09% | −812−9.5% | Reduced |
| Peddock Capital Advisors, LLC | 7,711 | $420.1K | 0.10% | −1,066−12.1% | Reduced |
| IHT Wealth Management, LLC | 7,637 | $416.1K | 0.01% | −1,793−19.0% | Reduced |
| Austin Private Wealth, LLC | 7,608 | $414.5K | 0.04% | +566+8.0% | Added |
| Transcendent Capital Group LLC | 4,850 | $413.1K | 0.22% | +4,263+726.2% | Added |
| Gutierrez Wealth Advisory, LLC | 7,528 | $410.1K | 0.34% | +7,528 | New |
| McGlone Suttner Wealth Management, Inc. | 7,467 | $406.8K | 0.07% | −2,148−22.3% | Reduced |
| Frank, Rimerman Advisors LLC | 7,404 | $403.4K | 0.03% | +137+1.9% | Added |
| MKT Advisors LLC | 7,144 | $398.6K | 0.17% | −1,377−16.2% | Reduced |
| FLC Capital Advisors | 7,223 | $393.5K | 0.09% | −1,045−12.6% | Reduced |
| Per Stirling Capital Management, LLC. | 7,179 | $391.1K | 0.06% | −324−4.3% | Reduced |
| Machina Capital S.A.S. | 7,159 | $390.0K | 0.16% | +7,159 | New |
| Ballentine Partners, LLC | 7,131 | $388.5K | 0.01% | +559+8.5% | Added |
| Everstar Asset Management, LLC | 7,096 | $386.6K | 0.27% | +579+8.9% | Added |
| Modern Wealth Management, LLC | 7,074 | $385.4K | 0.01% | −1,211−14.6% | Reduced |
| Teamwork Financial Advisors, LLC | 7,038 | $383.4K | 0.05% | −343−4.6% | Reduced |
| Sigma Planning Corp | 7,033 | $383.1K | 0.01% | −1,128−13.8% | Reduced |
| AXS Investments LLC | 7,000 | $381.4K | 0.11% | −5,500−44.0% | Reduced |
| Credit Agricole S A | 6,851 | $373.2K | 0.00% | +2,051+42.7% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,839 | $372.6K | 0.28% | −681−9.1% | Reduced |
| J.W. Cole Advisors, Inc. | 6,832 | $372.2K | 0.02% | +134+2.0% | Added |
| Evergreen Capital Management LLC | 6,713 | $371.3K | 0.01% | −1,613−19.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,812 | $371.0K | 0.00% | +1,189+21.1% | Added |
| Allstate Corp | 6,725 | $366.4K | 0.01% | +6,725 | New |
| Crestwood Advisors Group LLC | 6,692 | $364.6K | 0.01% | −10−0.1% | Reduced |
| Herold Advisors, Inc. | 6,643 | $361.9K | 0.08% | −234−3.4% | Reduced |
| Rockport Wealth LLC | 6,271 | $361.0K | 0.16% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,625 | $360.9K | 0.01% | +6,625 | New |
| International Assets Investment Management, LLC | 6,595 | $358.0K | 0.03% | −400,709−98.4% | Reduced |
| EntryPoint Capital, LLC | 6,488 | $353.5K | 0.15% | +6,488 | New |
| D.A. Davidson & Co. | 6,455 | $351.7K | 0.00% | −295−4.4% | Reduced |
| Park Avenue Securities LLC | 6,443 | $351.0K | 0.00% | +560+9.5% | Added |
| Avion Wealth | 6,413 | $349.0K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,373 | $347.2K | 0.01% | +3,049+91.7% | Added |
| National Asset Management, Inc. | 6,165 | $341.3K | 0.01% | +315+5.4% | Added |
| Cornercap Investment Counsel Inc | 6,227 | $339.2K | 0.11% | −247−3.8% | Reduced |
| Avantax Planning Partners, Inc. | 6,219 | $338.8K | 0.01% | −218−3.4% | Reduced |
| H&H Retirement Design & Management INC | 5,494 | $338.7K | 0.21% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,187 | $337.1K | 0.02% | −125−2.0% | Reduced |
| Buckingham Strategic Partners | 6,153 | $335.2K | 0.01% | −1,880−23.4% | Reduced |
| Investment Management Corp of Ontario | 6,129 | $333.9K | 0.01% | −1,100−15.2% | Reduced |
| Commerzbank Aktiengesellschaft | 6,084 | $333.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,105 | $332.6K | 0.16% | +1,549+34.0% | Added |
| Beacon Investment Advisory Services, Inc. | 6,070 | $330.7K | 0.01% | −2,559−29.7% | Reduced |
| Jacobi Capital Management LLC | 6,042 | $329.2K | 0.02% | +150+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 5,997 | $326.8K | 0.00% | −1,521−20.2% | Reduced |
| Madden Securities Corp | 5,990 | $326.3K | 0.13% | −290−4.6% | Reduced |
| Centaurus Financial, Inc. | 5,962 | $325.0K | 0.02% | −124−2.0% | Reduced |
| Atomi Financial Group, Inc. | 5,963 | $324.8K | 0.02% | −1,961−24.7% | Reduced |
| Sawyer & Company, Inc | 5,920 | $323.0K | 0.12% | −775−11.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,910 | $322.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,884 | $320.6K | 0.00% | −6,387−52.0% | Reduced |
| Western Wealth Management, LLC | 5,879 | $320.3K | 0.02% | +73+1.3% | Added |
| True North Advisors, LLC | 5,859 | $319.2K | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,838 | $318.1K | 0.02% | −1,745−23.0% | Reduced |
| NewEdge Wealth, LLC | 5,808 | $316.4K | 0.01% | −1,035−15.1% | Reduced |
| Allen Capital Group, LLC | 5,752 | $313.4K | 0.04% | −21−0.4% | Reduced |
| Inspire Advisors, LLC | 5,708 | $311.0K | 0.04% | −1,680−22.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,642 | $307.5K | 0.04% | −1,217−17.7% | Reduced |
| Gilbert & Cook, Inc. | 5,642 | $307.4K | 0.04% | +122+2.2% | Added |
| Glenmede Trust Co NA | 5,593 | $304.7K | 0.00% | −239−4.1% | Reduced |
| Crestline Management, LP | 5,576 | $303.8K | 0.01% | −3,043−35.3% | Reduced |
| Shell Asset Management Co | 5,501 | $300.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,494 | $299.7K | 0.00% | −3,069−35.8% | Reduced |
| DF Dent & Co Inc | 5,464 | $297.7K | 0.00% | +183+3.5% | Added |
| Ignite Planners, LLC | 5,421 | $297.3K | 0.07% | −312−5.4% | Reduced |
| Prospera Financial Services Inc | 5,400 | $294.3K | 0.01% | −716−11.7% | Reduced |
| Valeo Financial Advisors, LLC | 5,397 | $294.0K | 0.01% | +11+0.2% | Added |
| Flagship Private Wealth, LLC | 5,383 | $293.3K | 0.14% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,382 | $293.2K | 0.23% | −112−2.0% | Reduced |
| Equitable Holdings, Inc. | 5,347 | $291.3K | 0.00% | +520+10.8% | Added |
| Private Advisory Group LLC | 5,319 | $289.8K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,282 | $287.7K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,276 | $287.4K | 0.02% | +606+13.0% | Added |
| Applied Finance Capital Management, LLC | 5,269 | $287.1K | 0.01% | 00.0% | Unchanged |
| Claris Financial LLC | 5,258 | $286.4K | 0.19% | +5,258 | New |
| Everence Capital Management Inc | 5,250 | $286.0K | 0.02% | +5,250 | New |
| Seeds Investor LLC | 5,248 | $285.9K | 0.08% | +450+9.4% | Added |
| Prime Capital Investment Advisors, LLC | 5,247 | $285.9K | 0.00% | −162−3.0% | Reduced |
| Jackson Wealth Management, LLC | 5,233 | $285.0K | 0.03% | −151−2.8% | Reduced |
| Applied Capital LLC | 5,228 | $284.8K | 0.22% | +1,037+24.7% | Added |
| Main Street Financial Solutions, LLC | 5,201 | $283.3K | 0.03% | −600−10.3% | Reduced |
| Coppell Advisory Solutions LLC | 5,185 | $283.1K | 0.04% | −69−1.3% | Reduced |