W. P. Carey Inc.

WPC

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001025378

SEC filings (opens in a new tab)

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

Value heldQ4 2024: $8.16B

Institutions holding WPC and their total value by quarter
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.

Institutions holding WPC in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Edgestream Partners, L.P.	0	$0	0.00%	−15,269−100.0%	Sold out
FNY Investment Advisers, LLC	0	$0	0.00%	−14,300−100.0%	Sold out
Dai-Ichi Life Insurance Company, Ltd	0	$0	0.00%	−13,251−100.0%	Sold out
Dynamic Advisor Solutions LLC	0	$0	0.00%	−12,800−100.0%	Sold out
Boothbay Fund Management, LLC	0	$0	0.00%	−11,915−100.0%	Sold out
Walleye Trading LLC	0	$0	0.00%	−9,484−100.0%	Sold out
Candriam Luxembourg S.C.A.	0	$0	0.00%	−9,090−100.0%	Sold out
Marex Group plc	0	$0	0.00%	−9,070−100.0%	Sold out
ABLE Financial Group, LLC	0	$0	0.00%	−8,010−100.0%	Sold out
Twinbeech Capital LP	0	$0	0.00%	−7,937−100.0%	Sold out
Axxcess Wealth Management, LLC	0	$0	0.00%	−7,114−100.0%	Sold out
Clarity Financial LLC	0	$0	0.00%	−6,034−100.0%	Sold out
Panagora Asset Management Inc	0	$0	0.00%	−5,990−100.0%	Sold out
Cullen Capital Management LLC	0	$0	0.00%	−5,723−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−5,381−100.0%	Sold out
Greenleaf Trust	0	$0	0.00%	−5,173−100.0%	Sold out
Mesirow Financial Investment Management, Inc.	0	$0	0.00%	−4,970−100.0%	Sold out
Cordatus Wealth Management LLC	0	$0	0.00%	−4,734−100.0%	Sold out
Napa Wealth Management	0	$0	0.00%	−4,716−100.0%	Sold out
Woodward Diversified Capital, LLC	0	$0	0.00%	−4,698−100.0%	Sold out
Veriti Management LLC	0	$0	0.00%	−4,636−100.0%	Sold out
Engineers Gate Manager LP	0	$0	0.00%	−4,522−100.0%	Sold out
Berger Financial Group, Inc	0	$0	0.00%	−4,387−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−4,200−100.0%	Sold out
SWP Financial LLC	0	$0	0.00%	−4,173−100.0%	Sold out
Bright Futures Wealth Management, LLC.	0	$0	0.00%	−4,626−100.0%	Sold out
Centersquare Investment Management LLC	0	$0	0.00%	−4,064−100.0%	Sold out
Two Sigma Securities, LLC	0	$0	0.00%	−4,023−100.0%	Sold out
LexAurum Advisors, LLC	0	$0	0.00%	−4,014−100.0%	Sold out
Tradition Wealth Management, LLC	0	$0	0.00%	−3,880−100.0%	Sold out
Mach-1 Financial Group, Inc.	0	$0	0.00%	−3,799−100.0%	Sold out
Capital Advisory Group Advisory Services, LLC	0	$0	0.00%	−3,782−100.0%	Sold out
NorthRock Partners, LLC	0	$0	0.00%	−3,696−100.0%	Sold out
360 Financial, Inc.	0	$0	0.00%	−3,718−100.0%	Sold out
Lido Advisors, LLC	0	$0	0.00%	−3,710−100.0%	Sold out
Adapt Wealth Advisors, LLC	0	$0	0.00%	−3,710−100.0%	Sold out
Capital Planning Advisors, LLC	0	$0	0.00%	−3,657−100.0%	Sold out
Fiera Capital Corp	0	$0	0.00%	−3,627−100.0%	Sold out
Merit Financial Group, LLC	0	$0	0.00%	−3,627−100.0%	Sold out
Clearview Wealth Advisors LLC	0	$0	0.00%	−3,567−100.0%	Sold out
Diversify Advisory Services, LLC	0	$0	0.00%	−3,761−100.0%	Sold out
Trust Point Inc.	0	$0	0.00%	−3,540−100.0%	Sold out
Cornerstone Wealth Group, LLC	0	$0	0.00%	−3,508−100.0%	Sold out
Argent Trust Co	0	$0	0.00%	−3,500−100.0%	Sold out
King Wealth	0	$0	0.00%	−3,495−100.0%	Sold out
Syntegra Private Wealth Group, LLC	0	$0	0.00%	−3,421−100.0%	Sold out
LVW Advisors, LLC	0	$0	0.00%	−3,406−100.0%	Sold out
Detalus Advisors, LLC	0	$0	0.00%	−3,400−100.0%	Sold out
Heirloom Wealth Management	0	$0	0.00%	−3,362−100.0%	Sold out
Goldstone Financial Group, LLC	0	$0	0.00%	−3,345−100.0%	Sold out
First Heartland Consultants, Inc.	0	$0	0.00%	−3,339−100.0%	Sold out
Bourgeon Capital Management LLC	0	$0	0.00%	−3,301−100.0%	Sold out
Heritage Oak Wealth Advisors LLC	0	$0	0.00%	−3,286−100.0%	Sold out
Focused Wealth Management, Inc	0	$0	0.00%	−3,269−100.0%	Sold out
Capital Investment Advisors, LLC	0	$0	0.00%	−3,268−100.0%	Sold out
Tyche Wealth Partners LLC	0	$0	0.00%	−3,258−100.0%	Sold out
Ritholtz Wealth Management	0	$0	0.00%	−3,246−100.0%	Sold out
Principle Wealth Partners LLC	0	$0	0.00%	−3,240−100.0%	Sold out
Meeder Advisory Services, Inc.	0	$0	0.00%	−3,231−100.0%	Sold out
Guyasuta Investment Advisors Inc	0	$0	0.00%	−3,230−100.0%	Sold out
Venture Visionary Partners LLC	0	$0	0.00%	−3,220−100.0%	Sold out
Globeflex Capital L P	0	$0	0.00%	−2,547−100.0%	Sold out
Northwest Financial Advisors	0	$0	0.00%	−2,030−100.0%	Sold out
Catalyst Funds Management Pty Ltd	0	$0	0.00%	−2,000−100.0%	Sold out
Headlands Technologies LLC	0	$0	0.00%	−1,778−100.0%	Sold out
Planned Solutions, Inc.	0	$0	0.00%	−1,543−100.0%	Sold out
Baldwin Brothers Inc	0	$0	0.00%	−1,117−100.0%	Sold out
Avondale Wealth Management	0	$0	0.00%	−1,000−100.0%	Sold out
Princeton Global Asset Management LLC	0	$0	0.00%	−869−100.0%	Sold out
Allspring Global Investments Holdings, LLC	0	$0	0.00%	−824−100.0%	Sold out
Householder Group Estate & Retirement Specialist, LLC	0	$0	0.00%	−528−100.0%	Sold out
Claris Advisors, LLC	0	$0	0.00%	−455−100.0%	Sold out
Aster Capital Management (DIFC) Ltd	0	$0	0.00%	−421−100.0%	Sold out
Richard W. Paul & Associates, LLC	0	$0	0.00%	−370−100.0%	Sold out
Hobbs Group Advisors, LLC	0	$0	0.00%	−351−100.0%	Sold out
Financial Network Wealth Advisors LLC	0	$0	0.00%	−316−100.0%	Sold out
Golden State Equity Partners	0	$0	0.00%	−266−100.0%	Sold out
Ashton Thomas Securities, LLC	0	$0	0.00%	−220−100.0%	Sold out
Broadwater Capital Management LLC	0	$0	0.00%	−200−100.0%	Sold out
Kennebec Savings Bank	0	$0	0.00%	−165−100.0%	Sold out
Flputnam Investment Management Co	0	$0	0.00%	−300−100.0%	Sold out
Main Street Group, LTD	0	$0	0.00%	−117−100.0%	Sold out
CVA Family Office, LLC	0	$0	0.00%	−40−100.0%	Sold out
Horizon Investments, LLC	0	$0	0.00%	−32−100.0%	Sold out
Eukles Asset Management	0	$0	0.00%	−30−100.0%	Sold out
Park Place Capital Corp	0	$0	0.00%	−28−100.0%	Sold out
Capital Performance Advisors LLP	0	$0	0.00%	−24−100.0%	Sold out
1620 Investment Advisors, Inc.	0	$0	0.00%	−10−100.0%	Sold out
Voisard Asset Management Group, Inc.	0	$0	0.00%	−9−100.0%	Sold out
CBIZ Investment Advisory Services, LLC	0	$0	0.00%	−8−100.0%	Sold out
West Branch Capital LLC	0	$0	0.00%	−3−100.0%	Sold out
Raymond James & Associates	–	–	–	–	Not filed
Raymond James Financial Services Advisors, Inc.	–	–	–	–	Not filed
Raymond James Trust N.A.	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. Holding AG	–	–	–	–	Not filed
CIC Wealth, LLC	–	–	–	–	Not filed
Aspire Wealth Management Corp	–	–	–	–	Not filed
Kowal Investment Group, LLC	–	–	–	–	Not filed
PEAK6 Investments LLC	–	–	–	–	Not filed
Garrison Asset Management, LLC	–	–	–	–	Not filed