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
PGGM Investments	26,538	$1.88M	0.01%	–	–
Colonial Trust Advisors	25,845	$1.83M	0.24%	–	–
Lakeview Capital Partners, LLC	25,606	$1.81M	0.78%	–	–
AdvisorNet Financial, Inc	25,490	$1.80M	0.13%	–	–
Nkcfo LLC	25,200	$1.78M	0.67%	–	–
Voya Investment Management LLC	25,087	$1.77M	0.00%	–	–
Cetera Advisors LLC	25,075	$1.77M	0.05%	–	–
Quadrature Capital Ltd	24,714	$1.75M	0.08%	–	–
ProShare Advisors LLC	24,472	$1.73M	0.01%	–	–
Vestcor Inc	24,447	$1.73M	0.06%	–	–
Spirit of America Management Corp	24,290	$1.72M	0.41%	–	–
Bank of Montreal	23,994	$1.70M	0.00%	–	–
Westpac Banking Corp	23,912	$1.69M	0.02%	–	–
Cetera Advisor Networks LLC	23,831	$1.69M	0.04%	–	–
Community Capital Management, Inc.	23,500	$1.66M	1.84%	–	–
Moors & Cabot, Inc.	23,271	$1.65M	0.13%	–	–
Horan Capital Advisors, LLC.	23,072	$1.63M	0.78%	–	–
Beacon Pointe Advisors, LLC	23,011	$1.63M	0.10%	–	–
RMB Capital Management, LLC	22,861	$1.62M	0.06%	–	–
Pensionfund Sabic	22,404	$1.58M	0.37%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	22,217	$1.57M	0.04%	–	–
Associated Banc-Corp	26,800	$1.56M	0.10%	–	–
Marshall Wace North America L.P.	21,843	$1.55M	0.01%	–	–
Wellington Management Group LLP	21,837	$1.54M	0.00%	–	–
Strategic Wealth Advisors Group, LLC	21,765	$1.54M	0.08%	–	–
First Republic Investment Management, Inc.	21,739	$1.54M	0.00%	–	–
Metropolitan Life Insurance Co	21,506	$1.52M	0.02%	–	–
DuPont Capital Management Corp	21,323	$1.51M	0.04%	–	–
Public Employees Retirement Association of Colorado	21,116	$1.49M	0.01%	–	–
Wolverine Trading, LLC	20,816	$1.47M	0.03%	–	–
Flagship Private Wealth, LLC	20,383	$1.47M	1.23%	–	–
CWM, LLC	19,534	$1.46M	0.01%	–	–
Redpoint Investment Management Pty Ltd	20,376	$1.44M	0.12%	–	–
Panagora Asset Management Inc	19,613	$1.39M	0.01%	–	–
Wealthcare Advisory Partners LLC	19,608	$1.39M	0.10%	–	–
Rodgers Brothers Inc.	19,550	$1.38M	0.29%	–	–
V Wealth Advisors LLC	19,515	$1.38M	0.25%	–	–
Jag Capital Management, LLC	19,476	$1.38M	0.12%	–	–
Bennicas & Associates, Inc.	19,200	$1.36M	0.78%	–	–
APG Asset Management N.V.	22,557	$1.36M	0.00%	–	–
Griffin Asset Management, Inc.	19,179	$1.36M	0.17%	–	–
Wellington Shields & Co., LLC	18,730	$1.32M	0.47%	–	–
First Trust Advisors LP	18,705	$1.32M	0.00%	–	–
Gamco Investors, Inc. Et Al	18,600	$1.32M	0.01%	–	–
Cornercap Investment Counsel Inc	18,526	$1.31M	0.15%	–	–
IFM Investors Pty Ltd	18,137	$1.28M	0.03%	–	–
Alpha Omega Wealth Management LLC	18,003	$1.27M	0.22%	–	–
Sonora Investment Management, LLC	17,900	$1.27M	0.10%	–	–
Independent Advisor Alliance	17,719	$1.25M	0.07%	–	–
Clear Street Markets LLC	17,500	$1.24M	0.37%	–	–
Brinker Capital Investments, LLC	17,313	$1.24M	0.02%	–	–
Marshall Wace, LLP	17,381	$1.23M	0.01%	–	–
AE Wealth Management LLC	17,249	$1.22M	0.01%	–	–
Atria Investments LLC	17,232	$1.22M	0.03%	–	–
Kerntke Otto McGlone Wealth Management Group	17,139	$1.21M	0.64%	–	–
Stifel Financial Corp	16,914	$1.20M	0.00%	–	–
Oak Harvest Investment Services	16,827	$1.19M	0.46%	–	–
Texas Yale Capital Corp.	16,594	$1.17M	0.07%	–	–
Vident Investment Advisory, LLC	16,581	$1.17M	0.04%	–	–
Mountain Capital Investment Advisors, Inc	16,203	$1.17M	0.58%	–	–
FLC Capital Advisors	16,391	$1.16M	0.36%	–	–
AQR Capital Management LLC	16,426	$1.16M	0.00%	–	–
Colony Group LLC	16,290	$1.15M	0.02%	–	–
Los Angeles Capital Management LLC	16,155	$1.14M	0.01%	–	–
Mercer Global Advisors Inc	16,000	$1.13M	0.01%	–	–
Integrated Wealth Concepts LLC	15,790	$1.12M	0.05%	–	–
BEAM Asset Management, LLC	15,276	$1.08M	0.96%	–	–
Truvestments Capital LLC	15,259	$1.08M	0.61%	–	–
Mission Creek Capital Partners, Inc.	15,108	$1.07M	0.16%	–	–
Centaurus Financial, Inc.	14,978	$1.06M	0.10%	–	–
Aurora Private Wealth, Inc.	14,967	$1.06M	0.44%	–	–
Allstate Corp	14,829	$1.05M	0.03%	–	–
Seeyond	14,819	$1.05M	0.11%	–	–
New York State Teachers Retirement System	14,800	$1.05M	0.00%	–	–
Shell Asset Management Co	14,638	$1.04M	0.02%	–	–
Richard P Slaughter Associates Inc	14,444	$1.02M	0.42%	–	–
Stephens Inc	14,351	$1.01M	0.02%	–	–
Impax Asset Management Group plc	14,182	$1.00M	0.01%	–	–
Steward Partners Investment Advisory, LLC	14,103	$997.9K	0.02%	–	–
Harbour Investments, Inc.	14,076	$996.0K	0.04%	–	–
M&T Bank Corp	13,902	$984.0K	0.00%	–	–
Wambolt & Associates, LLC	13,597	$984.0K	0.51%	–	–
AlphaCrest Capital Management LLC	13,839	$979.0K	0.05%	–	–
RB Capital Management, LLC	13,826	$978.0K	0.43%	–	–
Paradigm Financial Partners, LLC	13,668	$967.0K	0.26%	–	–
Sigma Planning Corp	13,588	$962.0K	0.03%	–	–
Beacon Investment Advisory Services, Inc.	13,518	$957.0K	0.04%	–	–
Mariner, LLC	13,405	$949.0K	0.01%	–	–
Winton Group Ltd	13,400	$948.0K	0.05%	–	–
Maryland State Retirement & Pension System	13,355	$945.0K	0.03%	–	–
J.W. Cole Advisors, Inc.	13,319	$942.0K	0.09%	–	–
Amica Mutual Insurance Co	13,163	$931.0K	0.11%	–	–
National Pension Service	13,127	$929.0K	0.00%	–	–
First Heartland Consultants, Inc.	13,037	$922.0K	0.15%	–	–
Mackenzie Financial Corp	12,977	$918.0K	0.00%	–	–
Elo Mutual Pension Insurance Co	12,762	$903.0K	0.03%	–	–
Old Port Advisors	12,719	$900.0K	0.35%	–	–
Harbor Investment Advisory, LLC	12,631	$894.0K	0.13%	–	–
Wilbanks Smith & Thomas Asset Management LLC	12,622	$893.0K	0.04%	–	–
Horizon Kinetics Asset Management LLC	12,600	$892.0K	0.02%	–	–