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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.

Institutional holdersQ4 2024: 782 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ4 2024: $8.16B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Thompson Investment Management, Inc.349$19.0K0.00%00.0%Unchanged
Creekmur Asset Management LLC347$18.9K0.00%−1−0.3%Reduced
Robbins Farley LLC345$18.8K0.01%00.0%Unchanged
Demars Financial Group, LLC998,292$18.3K0.59%+988,409+10,001.1%Added
Ritter Daniher Financial Advisory LLC293$16.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.285$15.5K0.00%00.0%Unchanged
REAP Financial Group, LLC284$15.5K0.00%+120+73.2%Added
Johnson Financial Group, Inc.270$15.1K0.00%00.0%Unchanged
Parkside Financial Bank & Trust247$13.5K0.00%+5+2.1%Added
TCTC Holdings, LLC240$13.1K0.00%+240New
TD Private Client Wealth LLC237$12.9K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.230$12.5K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.227$12.4K0.00%00.0%Unchanged
GoalVest Advisory LLC222$12.1K0.00%−349−61.1%Reduced
NCP Inc.212$11.5K0.01%+3+1.4%Added
Nova Wealth Management, Inc.210$11.4K0.01%+210New
Thurston, Springer, Miller, Herd & Titak, Inc.208$11.3K0.00%+150+258.6%Added
Smithfield Trust Co200$11.0K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.192$10.5K0.00%+2+1.1%Added
Davis Capital Management191$10.4K0.01%00.0%Unchanged
Cornerstone Planning Group LLC158$9.02K0.00%+12+8.2%Added
Hoese & Co LLP160$8.71K0.01%+160New
Byrne Asset Management LLC160$8.48K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC150$8.17K0.00%00.0%Unchanged
Caldwell Trust Co150$8.17K0.00%00.0%Unchanged
Crews Bank & Trust150$8.17K0.00%+150New
Salomon & Ludwin, LLC146$7.95K0.00%−89−37.9%Reduced
Meeder Asset Management Inc139$7.57K0.00%+3+2.2%Added
Retirement Wealth Solutions LLC140$7.57K0.01%+140New
Blume Capital Management, Inc.134$7.30K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC132$7.19K0.00%+132New
Sierra Ocean, LLC131$7.14K0.01%+131New
Private Wealth Management Group, LLC130$7.08K0.00%−59−31.2%Reduced
Beacon Capital Management, LLC129$7.03K0.00%00.0%Unchanged
Bell Investment Advisors, Inc129$7.03K0.00%+5+4.0%Added
Delta Asset Management LLC125$6.81K0.00%00.0%Unchanged
First Community Trust NA120$6.54K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC116$6.32K0.00%+116New
Cohen & Steers, Inc.113$6.00K0.00%−65−36.5%Reduced
Park Square Financial Group, LLC110$5.99K0.00%+110New
Clearstead Advisors, LLC109$5.94K0.00%+9+9.0%Added
Rosenberg Matthew Hamilton108$5.88K0.00%+108New
Bogart Wealth, LLC100$5.45K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC100$5.45K0.00%00.0%Unchanged
Capital A Wealth Management, LLC100$5.45K0.01%+100New
Parkworth Wealth Management, Inc.100$5.45K0.00%+100New
Caitong International Asset Management Co., Ltd95$5.18K0.01%+95New
WR Wealth Planners, LLC94$5.12K0.00%+6+6.8%Added
Signature Resources Capital Management, LLC91$4.96K0.00%00.0%Unchanged
Birchbrook, Inc.80$4.36K0.00%00.0%Unchanged
Dogwood Wealth Management LLC70$3.79K0.00%+70Added
Bokf, NA68$3.66K0.00%−3−4.2%Reduced
Farmers & Merchants Investments Inc65$3.54K0.00%00.0%Unchanged
Mather Group, LLC.59$3.21K0.00%+22+59.5%Added
Annis Gardner Whiting Capital Advisors, LLC53$2.94K0.00%00.0%Unchanged
Financial Perspectives, Inc49$2.67K0.00%00.0%Unchanged
Insight Financial Services48$2.62K0.00%00.0%Unchanged
Synergy Investment Management, LLC48$2.62K0.00%+48New
High Note Wealth, LLC38$2.07K0.00%+38New
Capital Advisors, Ltd. LLC31$2.00K0.00%−23−42.6%Reduced
Studio Investment Management LLC35$1.94K0.00%+35New
Sachetta, LLC34$1.85K0.00%+22+183.3%Added
Red Tortoise LLC32$1.74K0.00%00.0%Unchanged
Caitlin John, LLC28$1.50K0.00%00.0%Unchanged
FLP Wealth Management, LLC25$1.36K0.00%+25New
Strategic Investment Solutions, Inc.20$1.09K0.00%+16+400.0%Added
Continuum Advisory, LLC19$1.03K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.16$8730.00%+16New
Dunhill Financial, LLC14$7870.00%00.0%Unchanged
Raffa Wealth Management, LLC14$7630.00%00.0%Unchanged
Valued Wealth Advisors LLC11$6090.00%00.0%Unchanged
Rothschild Investment LLC10$5450.00%+10New
NBC Securities, Inc.8$4360.04%−7,578−99.9%Reduced
Old Second National Bank of Aurora7$3810.00%+7New
Glen Eagle Advisors, LLC6$3270.00%00.0%Unchanged
Crewe Advisors LLC5$2730.00%+5New
New Millennium Group LLC5$2720.00%+5New
Winnow Wealth LLC4$1830.00%+4New
TFC Financial Management2$1090.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$1090.00%+2New
Cassady Schiller Wealth Management, LLC1$540.00%+1New
Coston, McIsaac & Partners14$00.00%00.0%Unchanged
Balyasny Asset Management LLC0$00.00%−1,167,685−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−246,111−100.0%Sold out
Gillson Capital LP0$00.00%−141,601−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−108,116−100.0%Sold out
Weiss Asset Management LP0$00.00%−80,156−100.0%Sold out
Nicholas Company, Inc.0$00.00%−78,975−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−78,800−100.0%Sold out
HGI Capital Management, LLC0$00.00%−73,728−100.0%Sold out
Sowell Financial Services LLC0$00.00%−47,506−100.0%Sold out
Simplex Trading, LLC0$00.00%−37,155−100.0%Sold out
UBS Oconnor LLC0$00.00%−31,185−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−28,520−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−27,859−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−26,092−100.0%Sold out
New York Life Investment Management LLC0$00.00%−25,726−100.0%Sold out
XTX Topco Ltd0$00.00%−24,729−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−24,159−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−17,699−100.0%Sold out