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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
Campbell Wealth Management3,654$267.0K0.04%+3,654New
Global Retirement Partners, LLC3,679$269.0K0.03%−246−6.3%Reduced
West Family Investments, Inc.3,688$269.0K0.07%+116+3.2%Added
Capula Management Ltd3,702$270.0K0.02%+3,702New
Plancorp, LLC3,744$273.0K0.02%00.0%Unchanged
First Foundation Advisors3,753$274.0K0.01%+80+2.2%Added
Cascadia Advisory Services, LLC3,784$276.0K0.06%+5+0.1%Added
Creative Financial Designs Inc3,780$276.0K0.05%+161+4.4%Added
High Falls Advisors, Inc3,797$277.0K0.08%00.0%Unchanged
LVW Advisors, LLC3,797$277.0K0.05%00.0%Unchanged
Teamwork Financial Advisors, LLC3,806$278.0K0.06%+524+16.0%Added
Warther Private Wealth, LLC3,809$282.0K0.25%−5,143−57.5%Reduced
Illinois Municipal Retirement Fund3,858$282.0K0.01%+3,858New
Jump Financial, LLC3,888$284.0K0.02%−1,639−29.7%Reduced
Ancora Advisors, LLC3,884$284.0K0.01%+2,973+326.3%Added
Renaissance Technologies LLC3,900$285.0K0.00%−47,100−92.4%Reduced
Clarity Financial LLC3,925$287.0K0.05%+400+11.3%Added
Monterey Private Wealth, Inc.3,870$288.0K0.16%00.0%Unchanged
Norinchukin Bank, The3,960$289.0K0.00%+814+25.9%Added
Arrow Investment Advisors, LLC3,995$292.0K0.19%+215+5.7%Added
San Luis Wealth Advisors LLC4,086$298.0K0.17%+4,086New
Teza Capital Management LLC4,099$299.0K0.14%−8,850−68.3%Reduced
Symphony Financial, Ltd. Co.4,057$300.0K0.11%00.0%Unchanged
Gilbert & Cook, Inc.4,154$303.0K0.05%+186+4.7%Added
Personal Capital Advisors Corp4,181$305.0K0.00%−476−10.2%Reduced
Proequities, Inc.4,142$307.0K0.02%+105+2.6%Added
Wedbush Securities Inc4,201$307.0K0.01%+768+22.4%Added
Doyle Wealth Management4,220$308.0K0.02%+42+1.0%Added
Garrison Asset Management, LLC4,225$309.0K0.19%+20.0%Added
Vishria Bird Financial Group, LLC4,240$310.0K0.16%00.0%Unchanged
ARGI Investment Services, LLC4,253$311.0K0.01%+21+0.5%Added
Joel Isaacson & Co., LLC4,284$313.0K0.02%+26+0.6%Added
Lido Advisors, LLC4,315$315.0K0.01%+1,660+62.5%Added
Ontario Teachers Pension Plan Board4,314$315.0K0.00%+4,314New
Alpha Cubed Investments, LLC4,400$321.0K0.02%+1,000+29.4%Added
Meiji Yasuda Asset Management Co Ltd.4,413$322.0K0.02%−177−3.9%Reduced
Fifth Third Bancorp4,442$324.0K0.00%−3,168−41.6%Reduced
Headinvest, LLC4,441$324.0K0.06%+599+15.6%Added
David R. Rahn & Associates Inc.4,482$327.0K0.18%+1,486+49.6%Added
Dividend Assets Capital, LLC4,500$329.0K0.07%+4,500New
Regentatlantic Capital LLC4,518$330.0K0.01%+4,518New
Lincoln National Corp4,537$331.0K0.01%−357−7.3%Reduced
Virtue Capital Management, LLC4,526$331.0K0.06%−296−6.1%Reduced
Kercheville Advisors, LLC4,550$332.0K0.16%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC4,561$333.0K0.18%+200+4.6%Added
Austin Private Wealth, LLC4,616$337.0K0.07%+70+1.5%Added
Paradigm Financial Partners, LLC4,498$337.0K0.08%00.0%Unchanged
Meeder Asset Management Inc4,695$343.0K0.02%+351+8.1%Added
We Are One Seven, LLC4,459$344.0K0.04%+28+0.6%Added
Keybank National Association4,723$345.0K0.00%+121+2.6%Added
Parsons Capital Management Inc4,750$347.0K0.03%00.0%Unchanged
World Asset Management Inc4,767$348.0K0.03%−46−1.0%Reduced
Vanderbilt University4,767$348.2K0.08%+4,767New
Verdence Capital Advisors LLC4,784$349.0K0.05%−260−5.2%Reduced
Intrua Financial, LLC4,506$353.0K0.07%+4,506New
Procyon Private Wealth Partners, LLC4,875$356.0K0.09%+575+13.4%Added
Clearview Wealth Advisors LLC4,881$357.0K0.23%+207+4.4%Added
Oakworth Capital, Inc.4,900$358.0K0.03%−501−9.3%Reduced
Woodward Diversified Capital, LLC4,896$358.0K0.22%+412+9.2%Added
Concord Wealth Partners4,919$359.0K0.15%−3,898−44.2%Reduced
IBM Retirement Fund4,916$359.0K0.03%+53+1.1%Added
Gyon Technologies Capital Management, LP5,073$371.0K0.10%−1,236−19.6%Reduced
MV Capital Management, Inc.5,083$371.0K0.06%00.0%Unchanged
UMA Financial Services, Inc.4,831$372.0K0.10%00.0%Unchanged
H&H Retirement Design & Management INC5,059$377.0K0.23%00.0%Unchanged
Independent Financial Group, LLC5,170$377.6K0.04%+641+14.2%Added
GPS Wealth Strategies Group, LLC5,186$379.0K0.09%+39+0.8%Added
Chesley Taft & Associates LLC5,245$383.0K0.02%−100−1.9%Reduced
Naples Global Advisors, LLC5,290$386.0K0.05%+210+4.1%Added
Venture Visionary Partners LLC5,344$390.0K0.03%00.0%Unchanged
Royal Fund Management, LLC5,389$393.0K0.06%+305+6.0%Added
Assetmark, Inc5,477$400.0K0.00%−2,114−27.8%Reduced
Wealthfront Advisers LLC5,482$400.0K0.00%+5,482New
Boston Financial Mangement LLC5,500$402.0K0.02%00.0%Unchanged
DF Dent & Co Inc5,515$403.0K0.00%−110−2.0%Reduced
LexAurum Advisors, LLC5,532$404.0K0.12%00.0%Unchanged
Kathmere Capital Management, LLC5,542$405.0K0.07%00.0%Unchanged
Diligent Investors, LLC5,464$408.0K0.14%00.0%Unchanged
Capital Investment Advisors, LLC5,719$418.0K0.01%−795−12.2%Reduced
Covington Capital Management5,754$420.0K0.02%+4+0.1%Added
Carret Asset Management, LLC5,782$422.0K0.05%00.0%Unchanged
Swiss Life Asset Management Ltd5,809$423.6K0.01%+5,809New
Buckingham Strategic Wealth, LLC5,811$424.0K0.01%+314+5.7%Added
Benedetti & Gucer, Inc.5,835$426.0K0.32%00.0%Unchanged
Cornerstone Wealth Group, LLC5,849$427.0K0.08%−400−6.4%Reduced
Laurel Wealth Advisors, Inc.5,874$429.0K0.08%00.0%Unchanged
Ahrens Investment Partners LLC5,895$431.0K0.21%−731−11.0%Reduced
Fiera Capital Corp5,906$431.0K0.00%00.0%Unchanged
Jacobi Capital Management LLC5,907$431.0K0.05%+200+3.5%Added
Jefferies Group LLC5,974$436.3K0.01%+5,974New
Argent Trust Co5,982$437.0K0.03%+1,242+26.2%Added
Knott David M6,000$438.0K0.18%00.0%Unchanged
D.B. Root & Company, LLC6,020$439.0K0.17%00.0%Unchanged
HBW Advisory Services LLC6,021$439.0K0.11%+2,775+85.5%Added
Insight 2811, Inc.6,019$440.0K0.26%−902−13.0%Reduced
Simplex Trading, LLC5,892$440.0K0.02%+1,689+40.2%Added
Resources Investment Advisors, LLC.6,053$442.0K0.02%+1,789+42.0%Added
Legg Mason Asset Management (Japan) Co., Ltd.6,071$443.0K0.51%00.0%Unchanged
Detalus Advisors, LLC6,118$447.0K0.23%00.0%Unchanged
Capital Asset Advisory Services LLC6,034$447.0K0.05%+174+3.0%Added