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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, Q1 2021

Institutional positions in W. P. Carey Inc. as of Mar 31, 2021. 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
653
No complete 13F data for Q4 2020
Shares held
102.3M
No complete 13F data for Q4 2020
Total value
$7.25B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 653 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 heldQ1 2021: $7.25B
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, Q1 2021

Shares, value and share of portfolio for each institution holding W. P. Carey Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WPC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
First Horizon Advisors, Inc.5$00.00%––
Valley National Advisers Inc18$1.00K0.00%––
O'Shaughnessy Asset Management, LLC25$2.00K0.00%––
Eukles Asset Management30$2.00K0.00%––
CVA Family Office, LLC25$2.00K0.00%––
Raffa Wealth Management, LLC29$2.05K0.00%––
City Holding Co43$3.00K0.00%––
BDO Wealth Advisors, LLC57$4.00K0.00%––
WealthShield Partners, LLC203$4.00K0.00%––
Financial Avengers, Inc.68$5.00K0.00%––
Zions Bancorporation, N.A.84$6.00K0.00%––
Berman Capital Advisors, LLC89$6.00K0.00%––
Old North State Trust, LLC90$6.00K0.00%––
Vigilant Capital Management, LLC100$7.00K0.00%––
Cordasco Financial Network95$7.00K0.01%––
Private Ocean, LLC92$7.00K0.00%––
Carmichael Hill & Associates, Inc.104$7.00K0.00%––
Joseph P. Lucia & Associates, LLC100$7.00K0.00%––
American State Bank (Iowa)109$7.71K0.01%––
Federation des caisses Desjardins du Quebec110$7.78K0.00%––
Earnest Partners LLC114$8.00K0.00%––
Sugarloaf Wealth Management, LLC108$8.00K0.00%––
Core Wealth Advisors, Inc.125$9.00K0.01%––
Enterprise Financial Services Corp143$10.0K0.00%––
Caldwell Trust Co150$10.6K0.00%––
Endurance Wealth Management, Inc.160$11.0K0.00%––
Atlas Private Wealth Advisors152$11.0K0.01%––
Fiduciary Planning LLC168$12.0K0.02%––
Gradient Investments LLC190$13.0K0.00%––
Pacitti Group Inc.200$14.0K0.01%––
JJJ Advisors Inc.211$15.0K0.01%––
Elmwood Wealth Management, Inc.246$17.0K0.01%––
Freedman Financial Associates, Inc.240$17.0K0.01%––
BerganKDV Wealth Management, LLC250$18.0K0.00%––
Lenox Wealth Advisors, LLC286$20.0K0.00%––
RPG Investment Advisory, LLC300$21.0K0.00%––
Wagner Wealth Management, LLC300$21.0K0.02%––
Better Money Decisions, LLC303$21.0K0.02%––
MBM Wealth Consultants, LLC305$22.0K0.01%––
Semmax Financial Advisors Inc.316$22.0K0.01%––
Stonebridge Capital Advisors LLC321$23.0K0.00%––
D'Orazio & Associates, Inc.325$23.0K0.01%––
CoreFirst Bank & Trust330$23.0K0.02%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC355$25.0K0.00%––
Capital Advisory Group Advisory Services, LLC347$25.0K0.01%––
Credit Agricole S A373$26.0K0.00%––
Capital Analysts, LLC363$26.0K0.00%––
Manchester Financial Inc390$28.0K0.01%––
Baystate Wealth Management LLC399$28.0K0.00%––
Dougherty Wealth Advisers LLC400$28.0K0.04%––
Alpha DNA Investment Management LLC400$28.0K0.03%––
Tompkins Financial Corp405$29.0K0.00%––
Glen Eagle Advisors, LLC416$29.4K0.01%––
Penserra Capital Management LLC428$30.0K0.00%––
Horan Securities, Inc.422$30.0K0.03%––
Hexagon Capital Partners LLC424$30.0K0.01%––
Selective Wealth Management, Inc.436$31.0K0.03%––
AGF Investments LLC459$32.0K0.00%––
Carolinas Wealth Consulting LLC451$32.0K0.01%––
Carroll Financial Associates, Inc.493$34.0K0.00%––
Tortoise Investment Management, LLC477$34.0K0.01%––
MUFG Americas Holdings Corp500$35.0K0.00%––
Sargent Bickham Lagudis LLC500$35.0K0.00%––
Sittner & Nelson, LLC500$35.0K0.03%––
Federated Hermes, Inc.528$37.0K0.00%––
Certified Advisory Corp541$39.0K0.01%––
HHM Wealth Advisors, LLC545$39.0K0.01%––
Lindbrook Capital, LLC557$39.0K0.01%––
Montag A & Associates Inc570$40.0K0.00%––
Tobam587$42.0K0.00%––
Laurel Wealth Advisors LLC621$44.0K0.01%––
JNBA Financial Advisors643$45.0K0.01%––
Meridian Wealth Partners, LLC652$46.0K0.01%––
Heritage Wealth Advisors654$46.3K0.00%––
Private Capital Group, LLC659$47.0K0.01%––
Reilly Financial Advisors, LLC672$48.0K0.00%––
Plante Moran Financial Advisors, LLC703$50.0K0.01%––
Filbrandt Wealth Management, LLC700$50.0K0.03%––
North Star Investment Management Corp.750$53.0K0.00%––
Ellevest, Inc.767$54.0K0.01%––
Thompson Siegel & Walmsley LLC800$57.0K0.00%––
Cedar Wealth Management, LLC800$57.0K0.03%––
TCI Wealth Advisors, Inc.825$58.0K0.03%––
Quadrant Capital Group LLC824$58.0K0.01%––
Princeton Global Asset Management LLC869$61.0K0.02%––
Highlander Capital Management, LLC900$64.0K0.03%––
Atlas Private Wealth Management920$65.0K0.04%––
Ironwood Financial, llc962$68.0K0.02%––
Kistler-Tiffany Companies, LLC974$69.0K0.02%––
Advisors Asset Management, Inc.1,000$70.8K0.00%––
Brown Brothers Harriman & Co1,000$71.0K0.00%––
NuWave Investment Management, LLC1,022$72.0K0.09%––
Simon Quick Advisors, LLC1,025$72.0K0.02%––
MCF Advisors LLC1,056$75.0K0.01%––
RMR Wealth Builders1,062$75.0K0.02%––
Charter Oak Capital Management, LLC1,078$76.0K0.01%––
Whittier Trust Co1,100$78.0K0.00%––
Column Capital Advisors, LLC1,118$79.0K0.02%––
Accel Wealth Management1,167$83.0K0.07%––