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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
Two Sigma Securities, LLC4,344$307.0K0.07%––
Mark Sheptoff Financial Planning, LLC4,361$309.0K0.18%––
Symphony Financial, Ltd. Co.4,294$311.0K0.08%––
Vishria Bird Financial Group, LLC4,438$314.0K0.17%––
Austin Private Wealth, LLC4,513$319.0K0.08%––
Parsons Capital Management Inc4,550$322.0K0.03%––
Fca Corp4,470$323.0K0.09%––
Resources Investment Advisors, LLC.4,670$330.0K0.02%––
Kercheville Advisors, LLC4,650$330.0K0.17%––
Clearview Wealth Advisors LLC4,681$331.0K0.21%––
Morse Asset Management, Inc4,700$333.0K0.09%––
Vestmark Advisory Solutions, Inc.4,749$336.0K0.03%––
Meeder Asset Management Inc4,773$338.0K0.02%––
Apollon Wealth Management, LLC4,778$338.0K0.07%––
Mirador Capital Partners LP4,813$341.0K0.09%––
UMA Financial Services, Inc.4,731$341.0K0.11%––
Northwestern Mutual Wealth Management Co4,880$345.0K0.00%––
Mackay Shields LLC4,899$346.0K0.00%––
Arkadios Wealth Advisors4,936$349.0K0.06%––
Meiji Yasuda Asset Management Co Ltd.4,990$353.0K0.03%––
Unigestion Holding SA4,987$353.0K0.01%––
NEXT Financial Group, Inc5,012$355.0K0.03%––
Naples Global Advisors, LLC5,080$359.0K0.05%––
Capital Planning Advisors, LLC5,069$359.0K0.08%––
Royal Fund Management, LLC5,083$359.0K0.07%––
GPS Wealth Strategies Group, LLC5,144$364.0K0.11%––
Optimum Investment Advisors5,170$366.0K0.11%––
H&H Retirement Design & Management INC4,993$368.0K0.22%––
World Asset Management Inc5,011$375.0K0.03%––
Capital Asset Advisory Services LLC5,232$376.0K0.06%––
Summit Wealth Group, LLC5,340$378.0K0.61%––
Oakworth Capital, Inc.5,401$382.0K0.04%––
Chesley Taft & Associates LLC5,345$385.0K0.02%––
Diligent Investors, LLC5,454$386.0K0.14%––
First Midwest Bank Trust Division5,463$387.0K0.05%––
Boston Financial Mangement LLC5,500$389.0K0.02%––
Fairfield, Bush & Co.5,500$389.0K0.11%––
B. Riley Wealth Management, Inc.5,606$397.0K0.05%––
DF Dent & Co Inc5,625$398.0K0.00%––
Longfellow Investment Management Co LLC5,618$398.0K0.05%––
Jackson Wealth Management, LLC5,656$400.0K0.06%––
BTC Capital Management, Inc.5,758$405.0K0.05%––
IBM Retirement Fund5,751$407.0K0.03%––
Raymond James Trust N.A.5,749$407.0K0.01%––
Covington Capital Management5,750$407.0K0.02%––
Kathmere Capital Management, LLC5,794$410.0K0.08%––
Demars Financial Group, LLC5,828$412.0K0.28%––
Fiera Capital Corp5,831$413.0K0.00%––
Benedetti & Gucer, Inc.5,865$415.0K0.38%––
Laurel Wealth Advisors, Inc.5,874$416.0K0.06%––
Fisher Asset Management, LLC5,888$417.0K0.00%––
Knott David M6,000$425.0K0.18%––
Buckingham Strategic Wealth, LLC6,033$427.0K0.02%––
Ahrens Investment Partners LLC6,110$432.0K0.22%––
Detalus Advisors, LLC6,098$432.0K0.25%––
Carret Asset Management, LLC6,182$437.0K0.05%––
First Quadrant L P6,191$438.0K0.05%––
Weiss Asset Management LP6,332$448.0K0.01%––
Kaizen Financial Strategies6,344$449.0K0.43%––
LexAurum Advisors, LLC6,371$451.0K0.15%––
Mid Atlantic Financial Management Inc6,422$454.0K0.03%––
Little House Capital LLC6,430$455.0K0.16%––
Harrell Investment Partners, LLC6,430$455.0K0.16%––
Achmea Investment Management B.V.6,480$458.0K0.02%––
Kalos Management, Inc.6,245$459.0K0.14%––
Gsa Capital Partners LLP6,505$460.0K0.08%––
Cornerstone Wealth Group, LLC6,249$462.0K0.09%––
Archer Investment Corp6,533$462.3K0.19%––
Arete Wealth Advisors, LLC6,554$466.0K0.06%––
Gyon Technologies Capital Management, LP6,634$469.0K0.20%––
CIBC Asset Management Inc6,639$470.0K0.00%––
Private Trust Co NA6,651$470.0K0.08%––
Insight 2811, Inc.6,721$476.0K0.28%––
Virtue Capital Management, LLC6,732$476.0K0.11%––
Legg Mason Asset Management (Japan) Co., Ltd.6,762$478.0K0.52%––
Advisory Services Network, LLC6,838$484.0K0.02%––
Cullen Capital Management LLC6,885$487.0K0.01%––
Allen Capital Group, LLC6,909$489.0K0.11%––
Philadelphia Trust Co7,000$495.0K0.04%––
Assetmark, Inc6,989$495.0K0.00%––
Madden Securities Corp7,100$502.0K0.29%––
Stratos Wealth Partners, LTD.7,148$506.0K0.01%––
Lumature Wealth Partners, LLC7,200$509.0K0.27%––
Quantbot Technologies LP7,280$515.0K0.05%––
FORA Capital, LLC7,292$516.0K0.17%––
Benjamin F. Edwards & Company, Inc.7,340$519.0K0.03%––
Camden Capital, LLC7,356$521.0K0.14%––
Amalgamated Bank7,377$522.0K0.02%––
D.B. Root & Company, LLC7,453$527.0K0.21%––
Ayrshire Capital Management LLC7,467$528.0K0.32%––
Total Clarity Wealth Management, Inc.7,528$533.0K0.31%––
Sunbelt Securities, Inc.7,562$535.0K0.11%––
Lazard Asset Management LLC7,752$548.0K0.00%––
Mission Wealth Management, LP7,827$554.0K0.03%––
Capital Investment Advisory Services, LLC7,837$555.0K0.08%––
Coldstream Capital Management Inc7,866$557.0K0.03%––
Crestwood Advisors Group LLC8,005$566.0K0.02%––
Financial Engines Advisors L.L.C.8,035$577.0K0.00%––
Clarity Financial LLC8,164$578.0K0.12%––
Landmark Financial Advisors, LLC8,253$584.0K0.31%––