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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
Comerica Bank12,027$883.0K0.01%––
Virtu Financial LLC12,447$881.0K0.06%––
Client 1st Advisory Group, LLC12,453$881.0K0.50%––
Adams Wealth Management12,333$873.0K0.40%––
Candriam Luxembourg S.C.A.12,809$868.0K0.01%––
Equitable Holdings, Inc.12,224$865.0K0.02%––
International Assets Investment Management, LLC12,102$856.0K0.08%––
D.A. Davidson & Co.12,045$852.0K0.01%––
BP PLC11,982$848.0K0.03%––
Cooper Financial Group11,969$847.0K0.19%––
Columbia Asset Management11,740$831.0K0.15%––
Principal Financial Group Inc11,710$829.0K0.00%––
Sowell Financial Services LLC10,965$811.0K0.03%––
Founders Financial Alliance, LLC11,363$811.0K0.40%––
QS Investors, LLC11,371$805.0K0.01%––
Atlanta Financial Associates LLC11,298$797.0K0.37%––
Fuller & Thaler Asset Management, Inc.11,225$794.0K0.01%––
CWM Advisors, LLC11,184$791.0K0.12%––
Patton Albertson Miller Group, LLC11,141$788.0K0.19%––
Hudson Portfolio Management LLC11,130$787.0K0.76%––
Cornerstone Wealth Management, LLC10,765$762.0K0.09%––
Insight Wealth Partners, LLC10,686$756.0K0.53%––
Vista Investment Management10,548$746.0K0.46%––
Oppenheimer & Co Inc10,474$741.0K0.01%––
First National Bank of Mount Dora, Trust Investment Services10,400$736.0K0.26%––
Alps Advisors Inc10,368$734.0K0.01%––
First City Capital Management, Inc.10,027$719.0K0.42%––
New England Investment & Retirement Group, Inc.10,162$719.0K0.17%––
Sawyer & Company, Inc10,145$718.0K0.36%––
Eldridge Investment Advisors, Inc.10,100$715.0K0.28%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,029$710.0K0.01%––
Quantitative Investment Management, LLC9,794$693.0K0.06%––
Pinnacle Financial Partners Inc9,650$683.0K0.03%––
First National Trust Co9,628$681.0K0.04%––
Carnegie Capital Asset Management, LLC9,589$679.0K0.03%––
Voya Financial Advisors, Inc.9,594$678.0K0.03%––
Flagship Harbor Advisors, LLC9,524$674.0K0.08%––
Concord Wealth Partners9,435$668.0K0.23%––
Brown Advisory Securities, LLC9,391$665.0K0.11%––
Versor Investments LP9,400$665.0K0.04%––
Rafferty Asset Management, LLC9,231$653.0K0.00%––
First Manhattan Co9,150$647.0K0.00%––
Sheaff Brock Investment Advisors, LLC9,046$640.0K0.07%––
Simplex Trading, LLC8,826$624.0K0.03%––
RFG Advisory, LLC8,758$620.0K0.07%––
IHT Wealth Management, LLC8,650$612.0K0.04%––
Schroder Investment Management Group8,565$606.0K0.00%––
Belpointe Asset Management LLC8,510$602.0K0.05%––
Bridgewater Associates, LP8,417$596.0K0.01%––
Guyasuta Investment Advisors Inc8,378$593.0K0.05%––
Y-Intercept (Hong Kong) Ltd8,391$593.0K0.16%––
Kovack Advisors, Inc.8,362$592.0K0.08%––
Fifth Third Bancorp8,288$586.0K0.00%––
Landmark Financial Advisors, LLC8,253$584.0K0.31%––
Clarity Financial LLC8,164$578.0K0.12%––
Financial Engines Advisors L.L.C.8,035$577.0K0.00%––
Crestwood Advisors Group LLC8,005$566.0K0.02%––
Coldstream Capital Management Inc7,866$557.0K0.03%––
Capital Investment Advisory Services, LLC7,837$555.0K0.08%––
Mission Wealth Management, LP7,827$554.0K0.03%––
Lazard Asset Management LLC7,752$548.0K0.00%––
Sunbelt Securities, Inc.7,562$535.0K0.11%––
Total Clarity Wealth Management, Inc.7,528$533.0K0.31%––
Ayrshire Capital Management LLC7,467$528.0K0.32%––
D.B. Root & Company, LLC7,453$527.0K0.21%––
Amalgamated Bank7,377$522.0K0.02%––
Camden Capital, LLC7,356$521.0K0.14%––
Benjamin F. Edwards & Company, Inc.7,340$519.0K0.03%––
FORA Capital, LLC7,292$516.0K0.17%––
Quantbot Technologies LP7,280$515.0K0.05%––
Lumature Wealth Partners, LLC7,200$509.0K0.27%––
Stratos Wealth Partners, LTD.7,148$506.0K0.01%––
Madden Securities Corp7,100$502.0K0.29%––
Philadelphia Trust Co7,000$495.0K0.04%––
Assetmark, Inc6,989$495.0K0.00%––
Allen Capital Group, LLC6,909$489.0K0.11%––
Cullen Capital Management LLC6,885$487.0K0.01%––
Advisory Services Network, LLC6,838$484.0K0.02%––
Legg Mason Asset Management (Japan) Co., Ltd.6,762$478.0K0.52%––
Insight 2811, Inc.6,721$476.0K0.28%––
Virtue Capital Management, LLC6,732$476.0K0.11%––
CIBC Asset Management Inc6,639$470.0K0.00%––
Private Trust Co NA6,651$470.0K0.08%––
Gyon Technologies Capital Management, LP6,634$469.0K0.20%––
Arete Wealth Advisors, LLC6,554$466.0K0.06%––
Archer Investment Corp6,533$462.3K0.19%––
Cornerstone Wealth Group, LLC6,249$462.0K0.09%––
Gsa Capital Partners LLP6,505$460.0K0.08%––
Kalos Management, Inc.6,245$459.0K0.14%––
Achmea Investment Management B.V.6,480$458.0K0.02%––
Little House Capital LLC6,430$455.0K0.16%––
Harrell Investment Partners, LLC6,430$455.0K0.16%––
Mid Atlantic Financial Management Inc6,422$454.0K0.03%––
LexAurum Advisors, LLC6,371$451.0K0.15%––
Kaizen Financial Strategies6,344$449.0K0.43%––
Weiss Asset Management LP6,332$448.0K0.01%––
First Quadrant L P6,191$438.0K0.05%––
Carret Asset Management, LLC6,182$437.0K0.05%––
Ahrens Investment Partners LLC6,110$432.0K0.22%––
Detalus Advisors, LLC6,098$432.0K0.25%––