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, 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

Value heldQ1 2021: $7.25B

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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
AE Wealth Management LLC	17,249	$1.22M	0.01%	–	–
Marshall Wace, LLP	17,381	$1.23M	0.01%	–	–
Brinker Capital Investments, LLC	17,313	$1.24M	0.02%	–	–
Clear Street Markets LLC	17,500	$1.24M	0.37%	–	–
Independent Advisor Alliance	17,719	$1.25M	0.07%	–	–
Sonora Investment Management, LLC	17,900	$1.27M	0.10%	–	–
Alpha Omega Wealth Management LLC	18,003	$1.27M	0.22%	–	–
IFM Investors Pty Ltd	18,137	$1.28M	0.03%	–	–
Cornercap Investment Counsel Inc	18,526	$1.31M	0.15%	–	–
Gamco Investors, Inc. Et Al	18,600	$1.32M	0.01%	–	–
First Trust Advisors LP	18,705	$1.32M	0.00%	–	–
Wellington Shields & Co., LLC	18,730	$1.32M	0.47%	–	–
Griffin Asset Management, Inc.	19,179	$1.36M	0.17%	–	–
APG Asset Management N.V.	22,557	$1.36M	0.00%	–	–
Bennicas & Associates, Inc.	19,200	$1.36M	0.78%	–	–
Jag Capital Management, LLC	19,476	$1.38M	0.12%	–	–
V Wealth Advisors LLC	19,515	$1.38M	0.25%	–	–
Rodgers Brothers Inc.	19,550	$1.38M	0.29%	–	–
Wealthcare Advisory Partners LLC	19,608	$1.39M	0.10%	–	–
Panagora Asset Management Inc	19,613	$1.39M	0.01%	–	–
Redpoint Investment Management Pty Ltd	20,376	$1.44M	0.12%	–	–
CWM, LLC	19,534	$1.46M	0.01%	–	–
Flagship Private Wealth, LLC	20,383	$1.47M	1.23%	–	–
Wolverine Trading, LLC	20,816	$1.47M	0.03%	–	–
Public Employees Retirement Association of Colorado	21,116	$1.49M	0.01%	–	–
DuPont Capital Management Corp	21,323	$1.51M	0.04%	–	–
Metropolitan Life Insurance Co	21,506	$1.52M	0.02%	–	–
First Republic Investment Management, Inc.	21,739	$1.54M	0.00%	–	–
Strategic Wealth Advisors Group, LLC	21,765	$1.54M	0.08%	–	–
Wellington Management Group LLP	21,837	$1.54M	0.00%	–	–
Marshall Wace North America L.P.	21,843	$1.55M	0.01%	–	–
Associated Banc-Corp	26,800	$1.56M	0.10%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	22,217	$1.57M	0.04%	–	–
Pensionfund Sabic	22,404	$1.58M	0.37%	–	–
RMB Capital Management, LLC	22,861	$1.62M	0.06%	–	–
Beacon Pointe Advisors, LLC	23,011	$1.63M	0.10%	–	–
Horan Capital Advisors, LLC.	23,072	$1.63M	0.78%	–	–
Moors & Cabot, Inc.	23,271	$1.65M	0.13%	–	–
Community Capital Management, Inc.	23,500	$1.66M	1.84%	–	–
Cetera Advisor Networks LLC	23,831	$1.69M	0.04%	–	–
Westpac Banking Corp	23,912	$1.69M	0.02%	–	–
Bank of Montreal	23,994	$1.70M	0.00%	–	–
Spirit of America Management Corp	24,290	$1.72M	0.41%	–	–
Vestcor Inc	24,447	$1.73M	0.06%	–	–
ProShare Advisors LLC	24,472	$1.73M	0.01%	–	–
Quadrature Capital Ltd	24,714	$1.75M	0.08%	–	–
Cetera Advisors LLC	25,075	$1.77M	0.05%	–	–
Voya Investment Management LLC	25,087	$1.77M	0.00%	–	–
Nkcfo LLC	25,200	$1.78M	0.67%	–	–
AdvisorNet Financial, Inc	25,490	$1.80M	0.13%	–	–
Lakeview Capital Partners, LLC	25,606	$1.81M	0.78%	–	–
Colonial Trust Advisors	25,845	$1.83M	0.24%	–	–
PGGM Investments	26,538	$1.88M	0.01%	–	–
XML Financial, LLC	26,673	$1.89M	0.46%	–	–
National Asset Management, Inc.	26,716	$1.89M	0.07%	–	–
Gradient Capital Advisors, LLC	26,827	$1.90M	1.00%	–	–
TFG Advisers LLC	26,897	$1.90M	0.98%	–	–
Squarepoint Ops LLC	26,939	$1.91M	0.02%	–	–
Baird Financial Group, Inc.	27,422	$1.94M	0.01%	–	–
Van Eck Associates Corp	27,499	$1.95M	0.01%	–	–
US Bancorp	27,819	$1.97M	0.00%	–	–
DnB Asset Management AS	27,947	$1.98M	0.01%	–	–
Caisse de Depot Et Placement du Quebec	28,101	$1.99M	0.00%	–	–
British Columbia Investment Management Corp	28,686	$2.03M	0.01%	–	–
V2 Financial group LLC	28,986	$2.05M	1.85%	–	–
United Capital Financial Advisers, LLC	29,967	$2.12M	0.01%	–	–
Kempen Capital Management N.V.	30,360	$2.15M	0.10%	–	–
SEI Investments Co	32,114	$2.25M	0.01%	–	–
ExodusPoint Capital Management, LP	31,925	$2.26M	0.05%	–	–
Nissay Asset Management Corp	32,131	$2.27M	0.02%	–	–
Utah Retirement Systems	33,376	$2.36M	0.03%	–	–
Tower Research Capital LLC (TRC)	33,397	$2.36M	0.04%	–	–
Meritage Portfolio Management	34,076	$2.41M	0.16%	–	–
Gulf International Bank (UK) Ltd	34,122	$2.41M	0.03%	–	–
Weaver Consulting Group	34,193	$2.42M	1.49%	–	–
Russell Investments Group, Ltd.	34,516	$2.44M	0.00%	–	–
Excalibur Management Corp	34,931	$2.47M	1.22%	–	–
Eii Capital Management, Inc.	35,129	$2.49M	1.30%	–	–
Creegan & Nassoura Financial Group, LLC	35,260	$2.50M	2.23%	–	–
Victory Capital Management Inc	35,537	$2.52M	0.00%	–	–
MML Investors Services, LLC	35,648	$2.52M	0.02%	–	–
Paloma Partners Management Co	35,663	$2.52M	0.07%	–	–
M Holdings Securities, Inc.	35,695	$2.53M	0.23%	–	–
Hantz Financial Services, Inc.	35,895	$2.54M	0.11%	–	–
Ensign Peak Advisors, Inc	36,505	$2.58M	0.01%	–	–
SeaBridge Investment Advisors LLC	37,962	$2.69M	0.89%	–	–
KBC Group NV	39,152	$2.77M	0.01%	–	–
DekaBank Deutsche Girozentrale	38,967	$2.79M	0.01%	–	–
Rench Wealth Management, Inc.	39,499	$2.79M	1.45%	–	–
Evanson Asset Management, LLC	39,597	$2.80M	0.41%	–	–
Creative Planning	40,369	$2.86M	0.01%	–	–
Avantax Advisory Services, Inc.	40,687	$2.87M	0.06%	–	–
HighPoint Advisor Group LLC	41,810	$2.95M	0.34%	–	–
EP Wealth Advisors, LLC	41,811	$2.96M	0.09%	–	–
Handelsbanken Fonder AB	42,207	$2.99M	0.02%	–	–
Teacher Retirement System of Texas	42,331	$3.00M	0.02%	–	–
The PNC Financial Services Group, Inc.	43,054	$3.05M	0.00%	–	–
Hoylecohen, LLC	43,354	$3.07M	0.31%	–	–
Bahl & Gaynor Inc	43,420	$3.07M	0.02%	–	–
Bessemer Group Inc	44,000	$3.11M	0.01%	–	–