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 |
|---|---|---|---|---|---|
| Washington Trust Co | 2,445 | $133.2K | 0.00% | −18−0.7% | Reduced |
| Pin Oak Investment Advisors Inc | 2,100 | $131.0K | 0.12% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,364 | $128.8K | 0.02% | +13+0.6% | Added |
| IAG Wealth Partners, LLC | 2,332 | $127.0K | 0.02% | −157−6.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,076 | $113.1K | 0.00% | +10.0% | Added |
| Spire Wealth Management | 2,055 | $112.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 2,000 | $109.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,948 | $106.1K | 0.01% | −250−11.4% | Reduced |
| Umb Bank N A | 1,930 | $105.1K | 0.00% | +488+33.8% | Added |
| Ameriflex Group, Inc. | 1,879 | $105.1K | 0.05% | +1,879 | New |
| GAMMA Investing LLC | 1,889 | $102.9K | 0.01% | −555−22.7% | Reduced |
| Rise Advisors, LLC | 1,885 | $102.7K | 0.05% | +11+0.6% | Added |
| Concord Wealth Partners | 1,789 | $97.5K | 0.02% | −377−17.4% | Reduced |
| Transce3nd, LLC | 1,686 | $92.2K | 0.03% | +1,686 | New |
| Van Hulzen Asset Management, LLC | 1,624 | $88.5K | 0.01% | +1,624 | New |
| Golden State Wealth Management, LLC | 1,622 | $88.4K | 0.01% | +1,622 | New |
| Fairscale Capital, LLC | 1,600 | $87.2K | 0.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,564 | $85.2K | 0.00% | −1,356−46.4% | Reduced |
| ORG Partners LLC | 1,555 | $84.9K | 0.01% | +127+8.9% | Added |
| Asset Planning,Inc | 1,540 | $83.9K | 0.06% | +1,540 | New |
| Central Trust Co | 1,520 | $82.8K | 0.00% | −2−0.1% | Reduced |
| Pillar Financial Advisors, LLC | 1,489 | $81.1K | 0.06% | +1,489 | New |
| Bruce G. Allen Investments, LLC | 1,471 | $80.1K | 0.07% | +293+24.9% | Added |
| IFP Advisors, Inc | 1,454 | $79.2K | 0.00% | +95+7.0% | Added |
| Lindbrook Capital, LLC | 1,388 | $75.6K | 0.01% | +458+49.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,379 | $75.1K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,359 | $74.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,351 | $73.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,348 | $73.4K | 0.01% | −1,101−45.0% | Reduced |
| CoreCap Advisors, LLC | 1,333 | $72.6K | 0.00% | +42+3.3% | Added |
| Truvestments Capital LLC | 1,311 | $71.4K | 0.02% | −1,181−47.4% | Reduced |
| Logan Capital Management Inc | 1,300 | $70.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,298 | $70.7K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,284 | $70.0K | 0.00% | +614+91.6% | Added |
| Winch Advisory Services, LLC | 1,268 | $69.1K | 0.02% | +1,268 | New |
| South State Corp. | 1,244 | $67.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $63.7K | 0.02% | +470+67.1% | Added |
| Addison Advisors LLC | 1,136 | $61.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,135 | $61.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,100 | $59.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,079 | $58.8K | 0.00% | −347−24.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,067 | $58.1K | 0.02% | −433−28.9% | Reduced |
| Roxbury Financial LLC | 1,014 | $57.9K | 0.06% | +1,014 | New |
| Salem Investment Counselors Inc | 1,000 | $55.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 992 | $54.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 991 | $54.0K | 0.01% | +22+2.3% | Added |
| National Bank of Canada | 990 | $54.0K | 0.00% | −54,932−98.2% | Reduced |
| Huntington National Bank | 991 | $54.0K | 0.00% | +89+9.9% | Added |
| Smartleaf Asset Management LLC | 964 | $52.6K | 0.01% | +110+12.9% | Added |
| Eastern Bank | 965 | $52.6K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $52.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 950 | $52.0K | 0.00% | +7+0.7% | Added |
| Quarry LP | 924 | $50.3K | 0.01% | +924 | New |
| Wolff Wiese Magana LLC | 921 | $50.2K | 0.03% | +3+0.3% | Added |
| MCF Advisors LLC | 891 | $49.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 893 | $48.7K | 0.03% | −4,180−82.4% | Reduced |
| Hoey Investments, Inc | 887 | $48.3K | 0.01% | +887 | New |
| Plato Investment Management Ltd | 877 | $48.0K | 0.00% | +877 | New |
| Independence Bank of Kentucky | 880 | $47.9K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $47.1K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 850 | $46.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 849 | $46.3K | 0.00% | −710−45.5% | Reduced |
| Fourth Dimension Wealth, LLC | 800 | $43.6K | 0.02% | +800 | New |
| Ridgewood Investments LLC | 750 | $40.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 749 | $40.8K | 0.00% | +98+15.1% | Added |
| Ancora Advisors, LLC | 743 | $40.5K | 0.00% | −321−30.2% | Reduced |
| Bessemer Group Inc | 741 | $40.0K | 0.00% | +402+118.6% | Added |
| PSI Advisors, LLC | 709 | $38.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 697 | $38.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 696 | $37.9K | 0.00% | −510−42.3% | Reduced |
| Wingate Wealth Advisors, Inc. | 673 | $36.7K | 0.04% | +673 | New |
| Millstone Evans Group, LLC | 672 | $36.6K | 0.02% | +672 | New |
| Quent Capital, LLC | 664 | $36.2K | 0.00% | −69−9.4% | Reduced |
| Fortitude Family Office, LLC | 651 | $35.5K | 0.01% | −29−4.3% | Reduced |
| McIlrath & Eck, LLC | 614 | $33.5K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $32.6K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 589 | $32.1K | 0.00% | −3,583−85.9% | Reduced |
| Strengthening Families & Communities, LLC | 591 | $32.0K | 0.02% | −26−4.2% | Reduced |
| New England Capital Financial Advisors LLC | 583 | $31.7K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 570 | $31.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 572 | $31.2K | 0.01% | −128−18.3% | Reduced |
| HHM Wealth Advisors, LLC | 545 | $29.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 531 | $28.9K | 0.00% | −231−30.3% | Reduced |
| Skopos Labs, Inc. | 530 | $28.9K | 0.01% | +147+38.4% | Added |
| City State Bank | 518 | $28.2K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 513 | $27.9K | 0.00% | −1,749−77.3% | Reduced |
| Clear Street Markets LLC | 500 | $27.2K | 0.01% | −5,600−91.8% | Reduced |
| Riverview Trust Co | 493 | $26.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 493 | $26.9K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 465 | $25.3K | 0.00% | +465 | New |
| Richardson Financial Services Inc. | 463 | $25.2K | 0.02% | −463−50.0% | Reduced |
| Hexagon Capital Partners LLC | 422 | $23.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $22.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 421 | $22.0K | 0.01% | +6+1.4% | Added |
| Heritage Wealth Advisors | 402 | $21.9K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $21.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $21.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 388 | $21.1K | 0.00% | +150+63.0% | Added |
| Nemes Rush Group LLC | 376 | $20.5K | 0.00% | +45+13.6% | Added |
| True Wealth Design, LLC | 353 | $19.2K | 0.01% | +353 | New |