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Livermore
Livermore
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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, 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
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 heldQ3 2021: $8.15B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Cedar Wealth Management, LLC800$58.0K0.03%00.0%Unchanged
TCI Wealth Advisors, Inc.851$62.0K0.01%+26+3.2%Added
Princeton Global Asset Management LLC869$63.0K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec887$64.7K0.00%+219+32.8%Added
MCF Advisors LLC891$65.0K0.01%−165−15.6%Reduced
Quadrant Capital Group LLC941$69.0K0.01%+77+8.9%Added
Ironwood Financial, llc962$70.0K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC974$71.0K0.02%00.0%Unchanged
Baystate Wealth Management LLC986$72.0K0.01%+581+143.5%Added
Baldwin Brothers Inc1,000$73.0K0.01%−1,000−50.0%Reduced
Brown Brothers Harriman & Co1,000$73.0K0.00%00.0%Unchanged
Simon Quick Advisors, LLC1,054$76.0K0.02%+14+1.3%Added
Whittier Trust Co1,100$80.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC1,100$80.0K0.01%+779+242.7%Added
Caldwell Trust Co1,150$84.0K0.01%+1,000+666.7%Added
Accel Wealth Management1,167$85.0K0.05%00.0%Unchanged
Kings Point Capital Management1,218$89.0K0.01%00.0%Unchanged
Key Financial Inc1,227$90.0K0.05%00.0%Unchanged
Charter Oak Capital Management, LLC1,243$91.0K0.01%+97+8.5%Added
South State Corp.1,244$91.0K0.01%+1,244New
Institutional & Family Asset Management, LLC1,319$96.0K0.02%00.0%Unchanged
Ellevest, Inc.1,312$96.0K0.01%+550+72.2%Added
Sound Income Strategies, LLC1,434$105.0K0.01%+3+0.2%Added
Financial Management Professionals, Inc.1,483$108.0K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc1,500$110.0K0.12%00.0%Unchanged
PSI Advisors, LLC1,510$110.0K0.05%+1,510New
Logan Capital Management Inc1,600$117.0K0.01%00.0%Unchanged
Tradition Wealth Management, LLC1,620$118.0K0.02%00.0%Unchanged
Kelly Financial Services LLC1,784$130.3K0.07%−131,325−98.7%Reduced
Patriot Financial Group Insurance Agency, LLC1,851$135.0K0.02%−87−4.5%Reduced
Salem Investment Counselors Inc1,926$141.0K0.01%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd1,940$144.0K0.00%+153+8.6%Added
Focused Wealth Management, Inc2,000$146.0K0.02%+14+0.7%Added
Penserra Capital Management LLC2,041$148.0K0.00%+1,470+257.4%Added
American International Group, Inc.2,036$149.0K0.00%−170−7.7%Reduced
Advisors Asset Management, Inc.2,127$155.0K0.00%+158+8.0%Added
Parallel Advisors, LLC2,131$156.0K0.01%+412+24.0%Added
Ritter Daniher Financial Advisory, LLC2,278$166.0K0.12%−938−29.2%Reduced
AllSquare Wealth Management LLC2,300$168.0K0.10%00.0%Unchanged
Cahill Financial Advisors Inc2,307$169.0K0.03%+2,307New
IAG Wealth Partners, LLC2,315$170.0K0.06%−130−5.3%Reduced
Sandy Spring Bank2,390$174.0K0.01%−348−12.7%Reduced
Hanson & Doremus Investment Management2,415$176.0K0.04%−965−28.6%Reduced
NuWave Investment Management, LLC2,435$178.0K0.20%+2,435New
IFP Advisors, Inc2,440$179.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.2,470$180.0K0.06%+552+28.8%Added
Ellis Investment Partners, LLC2,483$181.0K0.05%00.0%Unchanged
Vestcor Inc2,632$192.0K0.01%−32,107−92.4%Reduced
Fieldpoint Private Securities, LLC2,660$194.0K0.04%00.0%Unchanged
HM Payson & Co2,700$197.0K0.00%00.0%Unchanged
Signaturefd, LLC2,722$199.0K0.01%+318+13.2%Added
BCS Wealth Management2,739$200.0K0.08%+2,739New
Touchstone Capital, Inc.2,771$202.0K0.18%−94−3.3%Reduced
Prism Advisors, Inc.2,791$204.0K0.07%00.0%Unchanged
Alhambra Investment Partners LLC2,795$204.0K0.16%+100+3.7%Added
Dynamic Technology Lab Private Ltd2,792$204.0K0.02%+2,792New
Conestoga Capital Advisors, LLC2,850$208.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.2,857$209.0K0.13%−1,431−33.4%Reduced
Maple Capital Management, Inc.2,950$215.0K0.03%−250−7.8%Reduced
Kingsview Wealth Management, LLC2,968$217.0K0.01%−581−16.4%Reduced
Cerity Partners LLC2,968$217.0K0.00%+2,968New
Baldwin Investment Management, LLC3,000$219.0K0.04%00.0%Unchanged
E. Ohman J:or Asset Management AB3,000$219.1K0.01%+3,000New
AlphaStar Capital Management, LLC2,981$221.0K0.02%−125−4.0%Reduced
FourThought Financial, LLC3,048$222.0K0.03%00.0%Unchanged
TownSquare Capital, LLC3,090$226.0K0.01%−239−7.2%Reduced
Keudell/Morrison Wealth Management3,122$228.0K0.10%+153+5.2%Added
Veritable, L.P.3,126$228.0K0.00%+411+15.1%Added
Fiduciary Planning LLC3,142$229.0K0.12%+3,142New
Gsa Capital Partners LLP3,166$231.0K0.02%+3,166New
Woodstock Corp3,176$232.0K0.03%00.0%Unchanged
IndexIQ Advisors LLC3,190$233.0K0.01%+308+10.7%Added
CIBC World Markets Inc.3,202$234.0K0.00%+3,202New
Pure Financial Advisors, Inc.3,209$234.0K0.02%+3,209New
Meristem Family Wealth, LLC3,216$235.0K0.02%+3,216New
Brio Consultants, LLC3,255$238.0K0.06%+24+0.7%Added
BTC Capital Management, Inc.3,323$240.0K0.03%00.0%Unchanged
Prairiewood Capital, LLC3,287$240.0K0.20%+3,287New
Manufacturers Life Insurance Company, The3,402$248.0K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC3,390$248.0K0.04%00.0%Unchanged
Good Life Advisors, LLC3,397$248.0K0.03%+3,397New
Main Street Financial Solutions, LLC3,408$249.0K0.04%+84+2.5%Added
Northwestern Mutual Wealth Management Co3,402$249.0K0.00%+438+14.8%Added
Mitchell Sinkler & Starr3,430$251.0K0.23%00.0%Unchanged
Sovereign Financial Group, Inc.3,435$251.0K0.14%+10.0%Added
AXA S.A.3,454$252.0K0.00%+73+2.2%Added
Spire Wealth Management3,467$253.0K0.01%−288−7.7%Reduced
Inspire Advisors, LLC3,462$253.0K0.08%+667+23.9%Added
MA Private Wealth3,491$255.0K0.05%+18+0.5%Added
Glassman Wealth Services3,564$260.0K0.05%00.0%Unchanged
Van Hulzen Asset Management, LLC3,555$260.0K0.04%+100+2.9%Added
Ameritas Investment Company, LLC3,562$260.0K0.01%+933+35.5%Added
Ethic Inc.3,590$262.0K0.03%+3,590New
Banque Cantonale Vaudoise3,600$263.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors3,623$264.0K0.04%−1,896−34.4%Reduced
Capital Planning Advisors, LLC3,629$265.0K0.05%00.0%Unchanged
Raub Brock Capital Management LP3,640$266.0K0.04%+3,640New
Advisor Partners LLC3,655$267.0K0.02%00.0%Unchanged
PFG Advisors3,655$267.0K0.03%+5+0.1%Added
Brookstone Capital Management3,455$267.0K0.00%+293+9.3%Added