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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 5,156 | $280.9K | 0.01% | +751+17.0% | Added |
| Quadcap Wealth Management, LLC | 5,144 | $280.3K | 0.04% | −782−13.2% | Reduced |
| Sunbelt Securities, Inc. | 5,079 | $277.3K | 0.02% | +2,109+71.0% | Added |
| Maia Wealth LLC | 4,887 | $276.8K | 0.06% | +4,237+651.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,067 | $276.1K | 0.09% | +5,067 | New |
| Barlow Wealth Partners, Inc. | 5,049 | $274.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,004 | $272.6K | 0.01% | −544−9.8% | Reduced |
| Boston Financial Mangement LLC | 5,000 | $272.4K | 0.01% | −1,370−21.5% | Reduced |
| Widmann Financial Services, Inc. | 5,000 | $272.4K | 0.21% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,999 | $272.3K | 0.00% | −47−0.9% | Reduced |
| Benjamin Edwards Inc | 4,993 | $272.1K | 0.00% | +17+0.3% | Added |
| Family Legacy, Inc. | 4,959 | $271.7K | 0.09% | −1,491−23.1% | Reduced |
| Summit Wealth Group, LLC | 4,939 | $269.0K | 0.08% | −108−2.1% | Reduced |
| PEAK6 LLC | 4,923 | $268.2K | 0.01% | +4,923 | New |
| Apollon Financial, LLC | 4,910 | $267.5K | 0.07% | −966−16.4% | Reduced |
| Round Rock Advisors, LLC | 4,849 | $264.2K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,847 | $264.1K | 0.01% | −88−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 4,846 | $264.0K | 0.00% | −2,909−37.5% | Reduced |
| Kovack Advisors, Inc. | 4,844 | $263.9K | 0.03% | −1,075−18.2% | Reduced |
| KPP Advisory Services LLC | 4,804 | $261.7K | 0.06% | +959+24.9% | Added |
| Burney Co | 4,801 | $261.5K | 0.01% | −2,288−32.3% | Reduced |
| Tiaa Trust, National Association | 4,791 | $261.0K | 0.00% | +4,791 | New |
| GW Henssler & Associates Ltd | 4,159 | $259.1K | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 4,725 | $257.4K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4,707 | $256.4K | 0.06% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,703 | $256.2K | 0.03% | −770−14.1% | Reduced |
| New Wave Wealth Advisors LLC | 4,681 | $255.0K | 0.10% | +1,395+42.5% | Added |
| Mystic Asset Management, Inc. | 4,611 | $251.2K | 0.07% | +4,611 | New |
| AE Wealth Management LLC | 4,590 | $250.1K | 0.00% | −3,275−41.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,573 | $249.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,578 | $249.0K | 0.00% | +350+8.3% | Added |
| Tritonpoint Wealth, LLC | 4,453 | $246.5K | 0.02% | +300+7.2% | Added |
| Sovereign Financial Group, Inc. | 4,512 | $245.8K | 0.06% | +67+1.5% | Added |
| Regions Financial Corp | 4,500 | $245.2K | 0.00% | −17−0.4% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $245.2K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 4,492 | $244.7K | 0.01% | −281−5.9% | Reduced |
| United Capital Financial Advisers, LLC | 4,482 | $244.2K | 0.00% | −837−15.7% | Reduced |
| Empower Advisory Group, LLC | 4,404 | $239.9K | 0.00% | −1,553−26.1% | Reduced |
| iA Global Asset Management Inc. | 4,370 | $238.0K | 0.00% | +4,370 | New |
| Wambolt & Associates, LLC | 4,362 | $237.6K | 0.08% | −125−2.8% | Reduced |
| BlueStem Wealth Partners, LLC | 4,344 | $236.7K | 0.03% | +4,344 | New |
| Strathmore Capital Advisors, Inc. | 4,327 | $235.7K | 0.17% | +4,327 | New |
| Kingsview Wealth Management, LLC | 4,309 | $234.8K | 0.00% | −101−2.3% | Reduced |
| Wealth Management Strategies, Inc. | 4,305 | $234.5K | 0.18% | +4,305 | New |
| Silver Oak Securities, Inc | 4,271 | $233.2K | 0.02% | +4,271 | New |
| Change Path, LLC | 4,247 | $231.4K | 0.01% | +11+0.3% | Added |
| Signaturefd, LLC | 4,242 | $231.1K | 0.00% | −1,794−29.7% | Reduced |
| Accurate Wealth Management, LLC | 4,276 | $230.4K | 0.04% | +101+2.4% | Added |
| Alaska Permanent Fund Corp | 4,219 | $229.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,213 | $229.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,200 | $228.8K | 0.01% | −665−13.7% | Reduced |
| Creative Financial Designs Inc | 4,192 | $228.4K | 0.02% | +1,827+77.3% | Added |
| Daymark Wealth Partners, LLC | 4,179 | $227.7K | 0.01% | −11−0.3% | Reduced |
| Versor Investments LP | 4,177 | $227.6K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,173 | $227.4K | 0.00% | +4,173 | New |
| D.B. Root & Company, LLC | 4,166 | $227.0K | 0.07% | +101+2.5% | Added |
| Larson Financial Group LLC | 4,155 | $226.4K | 0.01% | +58+1.4% | Added |
| Symphony Financial, Ltd. Co. | 3,929 | $223.5K | 0.04% | −1,685−30.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,099 | $223.3K | 0.00% | −89,118−95.6% | Reduced |
| Peachtree Investment Partners, LLC | 4,098 | $223.3K | 0.08% | +37+0.9% | Added |
| Keudell/Morrison Wealth Management | 4,092 | $222.9K | 0.06% | +4,092 | New |
| Proequities, Inc. | 3,991 | $220.1K | 0.01% | +161+4.2% | Added |
| Fisher Asset Management, LLC | 4,038 | $220.0K | 0.00% | −397−9.0% | Reduced |
| BancorpSouth Bank | 4,000 | $217.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,989 | $217.3K | 0.00% | −3,402−46.0% | Reduced |
| GF Fund Management Co. Ltd. | 3,977 | $216.7K | 0.00% | +3,977 | New |
| Monterey Private Wealth, Inc. | 3,953 | $215.4K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,950 | $215.2K | 0.01% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 3,911 | $213.1K | 0.18% | +3,911 | New |
| Procyon Private Wealth Partners, LLC | 3,908 | $212.9K | 0.01% | −458−10.5% | Reduced |
| Optimum Investment Advisors | 3,907 | $212.9K | 0.09% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,862 | $210.4K | 0.02% | −57−1.5% | Reduced |
| Insight Wealth Partners, LLC | 3,856 | $210.1K | 0.13% | +36+0.9% | Added |
| Empowered Funds, LLC | 3,778 | $205.8K | 0.00% | +271+7.7% | Added |
| GeoWealth Management, LLC | 3,764 | $205.1K | 0.01% | −198−5.0% | Reduced |
| Keynote Financial Services LLC | 3,742 | $203.9K | 0.16% | −18−0.5% | Reduced |
| Tompkins Financial Corp | 3,720 | $202.7K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,655 | $202.3K | 0.11% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,700 | $201.6K | 0.00% | +120+3.4% | Added |
| Summit Trail Advisors, LLC | 3,617 | $201.0K | 0.01% | +3,617 | New |
| UMA Financial Services, Inc. | 3,659 | $199.4K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 3,570 | $194.5K | 0.01% | +3,570 | New |
| Raleigh Capital Management Inc. | 3,528 | $192.2K | 0.07% | −97−2.7% | Reduced |
| Harbour Investments, Inc. | 3,501 | $190.7K | 0.01% | −125−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,223 | $175.5K | 0.00% | +717+28.6% | Added |
| Gen-Wealth Partners Inc | 3,176 | $173.0K | 0.07% | −755−19.2% | Reduced |
| Jones Financial Companies LLLP | 3,099 | $168.8K | 0.00% | +1,150+59.0% | Added |
| Oarsman Capital, Inc. | 3,075 | $167.5K | 0.03% | +825+36.7% | Added |
| CIBC Private Wealth Group, LLC | 3,035 | $166.3K | 0.00% | +735+32.0% | Added |
| Parallel Advisors, LLC | 3,015 | $164.3K | 0.00% | −199−6.2% | Reduced |
| HM Payson & Co | 2,990 | $162.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,971 | $161.9K | 0.00% | +1,765+146.4% | Added |
| Motco | 2,952 | $160.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,898 | $157.9K | 0.01% | −438−13.1% | Reduced |
| LGT Financial Advisors LLC | 2,819 | $153.6K | 0.34% | +22+0.8% | Added |
| Trust Co of Vermont | 2,791 | $152.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,716 | $148.0K | 0.02% | −731−21.2% | Reduced |
| Farther Finance Advisors, LLC | 2,605 | $141.9K | 0.01% | +1,085+71.4% | Added |
| AllSquare Wealth Management LLC | 2,540 | $138.4K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,470 | $134.6K | 0.01% | 00.0% | Unchanged |