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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
Kings Point Capital Management1,218$86.0K0.01%––
Key Financial Inc1,227$87.0K0.06%––
MV Capital Management, Inc.1,299$92.0K0.02%––
Institutional & Family Asset Management, LLC1,319$93.0K0.02%––
Sound Income Strategies, LLC1,326$93.8K0.02%––
Barnett & Company, Inc.1,490$105.0K0.06%––
Financial Management Professionals, Inc.1,483$105.0K0.03%––
Pin Oak Investment Advisors Inc1,500$106.0K0.09%––
Trust Co of Vermont1,575$111.0K0.01%––
Parallel Advisors, LLC1,573$111.0K0.01%––
Logan Capital Management Inc1,600$113.0K0.01%––
Tradition Wealth Management, LLC1,620$115.0K0.02%––
Signaturefd, LLC1,647$117.0K0.01%––
Kelly Financial Services LLC1,784$126.2K0.08%––
Livforsakringsbolaget Skandia, Omsesidigt1,800$127.0K0.01%––
Global Wealth Management Investment Advisory, Inc.1,790$127.0K0.05%––
Patriot Financial Group Insurance Agency, LLC1,850$131.0K0.03%––
Cary Street Partner Investment Advisory LLC1,909$135.0K0.06%––
Salem Investment Counselors Inc1,926$136.0K0.01%––
Focused Wealth Management, Inc1,971$139.0K0.02%––
Baldwin Brothers Inc2,000$142.0K0.02%––
Acadian Asset Management LLC2,106$149.0K0.00%––
Sandy Spring Bank2,140$152.0K0.01%––
Washington Trust Co2,199$155.0K0.00%––
Jacobi Capital Management LLC2,270$161.0K0.02%––
AllSquare Wealth Management LLC2,300$163.0K0.10%––
IFP Advisors, Inc2,440$172.0K0.00%––
Ellis Investment Partners, LLC2,448$173.0K0.05%––
TD Private Client Wealth LLC2,467$174.6K0.01%––
Clal Insurance Enterprises Holdings Ltd2,475$178.0K0.00%––
Ameritas Investment Company, LLC2,548$180.3K0.02%––
Fieldpoint Private Securities, LLC2,660$188.0K0.04%––
HM Payson & Co2,700$191.0K0.01%––
Amica Retiree Medical Trust2,726$193.0K0.13%––
Hanson & Doremus Investment Management2,736$194.0K0.04%––
Sullivan, Bruyette, Speros & Blaney, LLC2,738$194.0K0.01%––
IndexIQ Advisors LLC2,779$197.0K0.01%––
First Foundation Advisors2,837$201.0K0.01%––
Conestoga Capital Advisors, LLC2,850$202.0K0.00%––
Keudell/Morrison Wealth Management2,870$203.0K0.12%––
Norinchukin Bank, The2,897$205.0K0.00%––
Valmark Advisers, Inc.2,942$208.0K0.00%––
IAG Wealth Partners, LLC2,964$210.0K0.08%––
Touchstone Capital, Inc.2,963$210.0K0.19%––
Global Retirement Partners, LLC3,026$214.0K0.03%––
BCS Wealth Management3,040$215.0K0.10%––
FourThought Financial, LLC3,048$215.0K0.03%––
We Are One Seven, LLC3,057$216.0K0.04%––
M&G Investment Management Ltd3,074$218.0K0.00%––
OneAscent Wealth Management LLC3,158$223.0K0.10%––
TownSquare Capital, LLC3,171$224.0K0.01%––
Woodstock Corp3,176$225.0K0.03%––
Teamwork Financial Advisors, LLC3,180$225.0K0.05%––
Level Four Advisory Services, LLC3,194$226.0K0.02%––
Ritter Daniher Financial Advisory, LLC3,216$228.0K0.18%––
Harvest Fund Management Co., Ltd3,293$232.0K0.02%––
Poehling Capital Management, LLC3,285$232.0K0.08%––
Main Street Financial Solutions, LLC3,311$234.0K0.04%––
Alpha Cubed Investments, LLC3,385$240.0K0.02%––
Ancora Advisors, LLC3,409$241.0K0.01%––
Perigon Wealth Management, LLC3,400$241.0K0.02%––
Mitchell Sinkler & Starr3,430$243.0K0.24%––
Sovereign Financial Group, Inc.3,434$243.0K0.15%––
Van Hulzen Asset Management, LLC3,455$244.0K0.04%––
MA Private Wealth3,454$244.0K0.05%––
Creative Financial Designs Inc3,537$250.0K0.05%––
Manufacturers Life Insurance Company, The3,555$252.0K0.00%––
Glassman Wealth Services3,564$252.0K0.05%––
Brio Consultants, LLC3,561$252.0K0.07%––
Kingsview Wealth Management, LLC3,480$252.0K0.01%––
Banque Cantonale Vaudoise3,600$255.0K0.01%––
Raub Brock Capital Management LP3,640$258.0K0.04%––
PFG Advisors3,645$258.0K0.03%––
American International Group, Inc.3,666$259.0K0.00%––
Advisor Partners LLC3,655$259.0K0.02%––
Campbell Wealth Management3,654$259.0K0.04%––
Sequoia Financial Advisors, LLC3,670$260.0K0.01%––
Profund Advisors LLC3,712$263.0K0.01%––
Tectonic Advisors LLC3,717$263.0K0.07%––
Headinvest, LLC3,735$264.0K0.05%––
Plancorp, LLC3,744$265.0K0.06%––
Spire Wealth Management3,755$266.0K0.01%––
Cascadia Advisory Services, LLC3,779$267.0K0.06%––
American Portfolios Advisors3,787$268.0K0.01%––
High Falls Advisors, Inc3,797$269.0K0.08%––
LVW Advisors, LLC3,797$269.0K0.05%––
Rockefeller Capital Management L.P.3,844$272.0K0.00%––
Northstar Investment Advisors LLC3,878$274.0K0.04%––
Gilbert & Cook, Inc.3,872$274.0K0.05%––
TPG Financial Advisors, LLC3,907$276.0K0.19%––
Proequities, Inc.3,859$277.0K0.02%––
Lincoln National Corp3,999$283.0K0.01%––
E. Ohman J:or Asset Management AB4,000$283.0K0.01%––
Monterey Private Wealth, Inc.3,870$285.0K0.16%––
Independent Financial Group, LLC4,074$288.3K0.04%––
Woodward Diversified Capital, LLC4,103$290.0K0.17%––
Personal Capital Advisors Corp4,114$291.0K0.00%––
ARGI Investment Services, LLC4,209$298.0K0.01%––
Garrison Asset Management, LLC4,220$299.0K0.19%––
Joel Isaacson & Co., LLC4,258$301.0K0.03%––