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, Q3 2021

Institutional positions in W. P. Carey Inc. as of Sep 30, 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: 717; +28 vs. Q2 2021
Shares held: 111.4M; +3.24M (+3.0%) vs. Q2 2021
Total value: $8.15B; +$78.6M (+1.0%) vs. Q2 2021
New holders: 80; 326 more added
Sold out: 52; 167 more reduced

10 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

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 holdersQ3 2021: 717 institutions

Value heldQ3 2021: $8.15B

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, Q3 2021

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2021.

Institutions holding WPC in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
First Horizon Advisors, Inc.	5	$0	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	4	$0	0.00%	+4	New
Valley National Advisers Inc	18	$1.00K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	20	$1.00K	0.00%	00.0%	Unchanged
Resources Management Corp	20	$1.00K	0.00%	+20	New
Ci Investments Inc.	10	$1.00K	0.00%	+10	New
Center for Financial Planning, Inc.	15	$1.00K	0.00%	+15	New
Wealth Quarterback LLC	21	$2.00K	0.00%	−143−87.2%	Reduced
Eukles Asset Management	30	$2.00K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	26	$2.00K	0.00%	+1+4.0%	Added
Certified Advisory Corp	22	$2.00K	0.00%	+22	New
Eagle Bay Advisors LLC	24	$2.00K	0.00%	+24	New
Raffa Wealth Management, LLC	29	$2.12K	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	40	$2.96K	0.00%	+40	New
National Pension Service	36	$3.00K	0.00%	−14,871−99.8%	Reduced
City Holding Co	43	$3.00K	0.00%	00.0%	Unchanged
Bartlett & Co. LLC	40	$3.00K	0.00%	+40	New
Delta Asset Management LLC	60	$4.00K	0.00%	00.0%	Unchanged
BDO Wealth Advisors, LLC	57	$4.00K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	67	$5.00K	0.00%	−17−20.2%	Reduced
FinTrust Capital Advisors, LLC	62	$5.00K	0.00%	+1+1.6%	Added
Financial Avengers, Inc.	70	$5.00K	0.00%	+1+1.4%	Added
Wagner Wealth Management, LLC	75	$6.00K	0.00%	−420−84.8%	Reduced
Berman Capital Advisors, LLC	90	$6.00K	0.00%	+1+1.1%	Added
Heritage Wealth Management, LLC	80	$6.00K	0.00%	+80	New
Joseph P. Lucia & Associates, LLC	100	$7.00K	0.00%	−100−50.0%	Reduced
Cordasco Financial Network	95	$7.00K	0.00%	00.0%	Unchanged
Private Ocean, LLC	92	$7.00K	0.00%	00.0%	Unchanged
Old North State Trust, LLC	90	$7.00K	0.01%	00.0%	Unchanged
Huntington National Bank	101	$7.00K	0.00%	+100+10,000.0%	Added
Avion Wealth	100	$7.00K	0.00%	+100	New
American State Bank (Iowa)	109	$7.96K	0.01%	00.0%	Unchanged
Earnest Partners LLC	114	$8.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	111	$8.00K	0.00%	+1+0.9%	Added
Carmichael Hill & Associates, Inc.	104	$8.00K	0.00%	00.0%	Unchanged
Atlas Private Wealth Advisors	152	$11.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	158	$11.5K	0.01%	−298−65.4%	Reduced
Endurance Wealth Management, Inc.	160	$12.0K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	160	$12.0K	0.00%	+160	New
Bedel Financial Consulting, Inc.	175	$13.0K	0.00%	00.0%	Unchanged
Gradient Investments LLC	190	$14.0K	0.00%	00.0%	Unchanged
Hudock, Inc.	200	$14.0K	0.00%	+200	New
Kowal Investment Group, LLC	197	$14.0K	0.00%	+197	New
Pacitti Group Inc.	200	$15.0K	0.01%	00.0%	Unchanged
Emfo, LLC	200	$15.0K	0.01%	+200	New
Core Wealth Advisors, Inc.	225	$16.0K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	221	$16.0K	0.00%	+221	New
Benjamin Edwards Inc	228	$17.0K	0.01%	+228	New
Investors Research Corp	232	$17.0K	0.01%	+232	New
Freedman Financial Associates, Inc.	240	$18.0K	0.01%	00.0%	Unchanged
JJJ Advisors Inc.	260	$19.0K	0.01%	−25−8.8%	Reduced
D'Orazio & Associates, Inc.	258	$19.0K	0.00%	+2+0.8%	Added
BerganKDV Wealth Management, LLC	257	$19.0K	0.00%	+3+1.2%	Added
AlphaMark Advisors, LLC	280	$20.0K	0.01%	+280	New
Asset Dedication, LLC	272	$20.0K	0.00%	+272	New
Better Money Decisions, LLC	303	$22.0K	0.02%	00.0%	Unchanged
Livforsakringsbolaget Skandia, Omsesidigt	300	$22.0K	0.00%	00.0%	Unchanged
RPG Investment Advisory, LLC	300	$22.0K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	298	$22.0K	0.00%	+12+4.2%	Added
Central Trust Co	300	$22.0K	0.00%	+300	New
Semmax Financial Advisors Inc.	316	$23.0K	0.01%	00.0%	Unchanged
Consolidated Planning Corp	314	$23.0K	0.01%	+314	New
CoreFirst Bank & Trust	330	$24.0K	0.02%	00.0%	Unchanged
O'Shaughnessy Asset Management, LLC	325	$24.0K	0.00%	00.0%	Unchanged
Capital Advisory Group Advisory Services, LLC	347	$25.0K	0.01%	00.0%	Unchanged
Credit Agricole S A	373	$27.0K	0.00%	00.0%	Unchanged
Gerber Kawasaki Wealth & Investment Management	378	$27.0K	0.00%	+378	New
Sterling Financial Planning, Inc.	374	$27.0K	0.02%	+374	New
Dougherty Wealth Advisers LLC	400	$29.0K	0.04%	00.0%	Unchanged
Carroll Financial Associates, Inc.	400	$29.0K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	402	$29.0K	0.01%	+97+31.8%	Added
Tompkins Financial Corp	405	$30.0K	0.01%	+405	New
Glen Eagle Advisors, LLC	416	$30.4K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	424	$31.0K	0.01%	00.0%	Unchanged
Capital Analysts, LLC	423	$31.0K	0.00%	+55+14.9%	Added
AGF Investments LLC	471	$34.0K	0.00%	−21−4.3%	Reduced
Tortoise Investment Management, LLC	477	$35.0K	0.01%	00.0%	Unchanged
Sittner & Nelson, LLC	500	$37.0K	0.02%	00.0%	Unchanged
Sargent Bickham Lagudis LLC	514	$38.0K	0.00%	+7+1.4%	Added
Evermay Wealth Management LLC	550	$40.0K	0.01%	−200−26.7%	Reduced
HHM Wealth Advisors, LLC	545	$40.0K	0.01%	00.0%	Unchanged
Montag A & Associates Inc	570	$42.0K	0.00%	00.0%	Unchanged
Lindbrook Capital, LLC	573	$42.0K	0.01%	00.0%	Unchanged
Tobam	587	$43.0K	0.00%	00.0%	Unchanged
MUFG Americas Holdings Corp	592	$43.0K	0.00%	+92+18.4%	Added
Laurel Wealth Advisors LLC	596	$44.0K	0.01%	−25−4.0%	Reduced
Private Capital Group, LLC	636	$47.0K	0.01%	+6+1.0%	Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	643	$47.0K	0.00%	+8+1.3%	Added
Dark Forest Capital Management LP	659	$48.0K	0.02%	−1,188−64.3%	Reduced
Reilly Financial Advisors, LLC	672	$49.0K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	703	$51.0K	0.01%	00.0%	Unchanged
JNBA Financial Advisors	694	$51.0K	0.01%	+51+7.9%	Added
Heritage Wealth Advisors	704	$51.4K	0.00%	+50+7.6%	Added
Harvest Fund Management Co., Ltd	722	$52.0K	0.01%	−947−56.7%	Reduced
Filbrandt Wealth Management, LLC	717	$52.0K	0.03%	+17+2.4%	Added
Meridian Wealth Partners, LLC	719	$53.0K	0.01%	+719	New
North Star Investment Management Corp.	750	$55.0K	0.00%	00.0%	Unchanged
Washington Trust Co	768	$56.0K	0.00%	00.0%	Unchanged
Addison Advisors LLC	765	$56.0K	0.04%	00.0%	Unchanged
Thompson Siegel & Walmsley LLC	800	$58.0K	0.00%	00.0%	Unchanged