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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 6,162 | $450.1K | 0.02% | +1,231+25.0% | Added |
| Mirador Capital Partners LP | 6,172 | $451.0K | 0.10% | −602−8.9% | Reduced |
| First Quadrant L P | 6,191 | $452.0K | 0.05% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 6,200 | $453.0K | 0.11% | +500+8.8% | Added |
| Fisher Asset Management, LLC | 6,288 | $459.0K | 0.00% | +568+9.9% | Added |
| Yorktown Management & Research Co Inc | 6,300 | $460.0K | 0.35% | +6,300 | New |
| Mid Atlantic Financial Management Inc | 6,333 | $463.0K | 0.03% | −2,044−24.4% | Reduced |
| B. Riley Wealth Management, Inc. | 6,362 | $465.0K | 0.04% | +85+1.4% | Added |
| Harrell Investment Partners, LLC | 6,430 | $470.0K | 0.15% | 00.0% | Unchanged |
| Kalos Management, Inc. | 6,129 | $476.0K | 0.13% | +317+5.5% | Added |
| Regions Financial Corp | 6,522 | $477.0K | 0.00% | +6,522 | New |
| Allen Capital Group, LLC | 6,547 | $478.0K | 0.10% | −82−1.2% | Reduced |
| International Assets Investment Management, LLC | 6,545 | $478.0K | 0.09% | +72+1.1% | Added |
| Los Angeles Capital Management LLC | 6,576 | $480.0K | 0.00% | +315+5.0% | Added |
| Kaizen Financial Strategies | 6,590 | $481.0K | 0.39% | +6,590 | New |
| Natixis | 6,635 | $485.0K | 0.00% | +6,635 | New |
| American Portfolios Advisors | 6,662 | $486.6K | 0.02% | +1,842+38.2% | Added |
| NEXT Financial Group, Inc | 6,806 | $497.0K | 0.04% | +1,650+32.0% | Added |
| Cullen Capital Management LLC | 6,885 | $503.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 6,891 | $503.0K | 0.02% | +411+6.3% | Added |
| Marshall Wace North America L.P. | 6,900 | $504.0K | 0.00% | −91,878−93.0% | Reduced |
| Glenmede Trust Co NA | 6,912 | $504.0K | 0.00% | +500+7.8% | Added |
| Vestmark Advisory Solutions, Inc. | 6,895 | $504.0K | 0.03% | +982+16.6% | Added |
| Private Trust Co NA | 6,946 | $507.0K | 0.07% | +295+4.4% | Added |
| IHT Wealth Management, LLC | 6,985 | $510.0K | 0.04% | −1,274−15.4% | Reduced |
| Philadelphia Trust Co | 7,000 | $511.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 7,025 | $513.0K | 0.26% | 00.0% | Unchanged |
| Walleye Capital LLC | 7,091 | $518.0K | 0.02% | +7,091 | New |
| Madden Securities Corp | 7,100 | $519.0K | 0.28% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 7,139 | $521.0K | 0.05% | −4,684−39.6% | Reduced |
| CIBC Asset Management Inc | 7,194 | $525.0K | 0.00% | +544+8.2% | Added |
| Lumature Wealth Partners, LLC | 7,200 | $526.0K | 0.21% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 7,285 | $532.0K | 0.10% | +2,899+66.1% | Added |
| Optimum Investment Advisors | 7,307 | $534.0K | 0.23% | −200−2.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,340 | $536.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,353 | $537.0K | 0.02% | +289+4.1% | Added |
| JustInvest LLC | 7,360 | $538.0K | 0.05% | −897−10.9% | Reduced |
| RFG Advisory, LLC | 7,496 | $547.0K | 0.04% | +790+11.8% | Added |
| Archer Investment Corp | 7,553 | $551.7K | 0.21% | +1,253+19.9% | Added |
| First Midwest Bank Trust Division | 7,675 | $560.0K | 0.08% | +1,815+31.0% | Added |
| Sunbelt Securities, Inc. | 7,227 | $573.0K | 0.10% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 7,888 | $576.0K | 0.33% | +237+3.1% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $584.0K | 0.31% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 8,005 | $585.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,016 | $585.0K | 0.08% | +3,436+75.0% | Added |
| All Season Financial Advisors, Inc. | 8,132 | $594.0K | 0.48% | +2,845+53.8% | Added |
| Capital Investment Advisory Services, LLC | 8,229 | $601.0K | 0.08% | +250+3.1% | Added |
| Stratos Wealth Partners, LTD. | 8,330 | $608.0K | 0.02% | +677+8.8% | Added |
| Brown Advisory Securities, LLC | 8,342 | $610.0K | 0.18% | +1,548+22.8% | Added |
| Kovack Advisors, Inc. | 8,363 | $611.0K | 0.07% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 8,441 | $617.0K | 0.09% | +47+0.6% | Added |
| Jackson Creek Investment Advisors LLC | 8,514 | $622.0K | 0.23% | +8,514 | New |
| Financial Engines Advisors L.L.C. | 8,595 | $636.0K | 0.00% | +560+7.0% | Added |
| Guyasuta Investment Advisors Inc | 8,718 | $637.0K | 0.05% | +25+0.3% | Added |
| Worldquant Millennium Advisors LLC | 8,845 | $646.0K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 8,971 | $655.0K | 1.95% | −8,890−49.8% | Reduced |
| First Manhattan Co | 9,000 | $657.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,078 | $663.0K | 0.02% | −4,615−33.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,260 | $676.0K | 0.07% | +116+1.3% | Added |
| Rockefeller Capital Management L.P. | 9,337 | $681.0K | 0.00% | +72+0.8% | Added |
| Alps Advisors Inc | 9,506 | $694.0K | 0.01% | −671−6.6% | Reduced |
| First National Trust Co | 9,628 | $703.0K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 9,525 | $711.0K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $730.0K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 10,014 | $731.0K | 0.46% | 00.0% | Unchanged |
| People's United Financial, Inc. | 10,010 | $731.0K | 0.02% | +7,000+232.6% | Added |
| New England Investment & Retirement Group, Inc. | 10,070 | $736.0K | 0.17% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 10,100 | $738.0K | 0.26% | 00.0% | Unchanged |
| APG Asset Management N.V. | 11,757 | $741.0K | 0.00% | −3,700−23.9% | Reduced |
| Prudential Financial Inc | 9,749 | $743.0K | 0.00% | −2,116−17.8% | Reduced |
| First City Capital Management, Inc. | 10,227 | $747.0K | 0.42% | −250−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 10,376 | $758.0K | 0.14% | +50.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $760.0K | 0.25% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 10,427 | $761.0K | 0.02% | −6,992−40.1% | Reduced |
| ExodusPoint Capital Management, LP | 10,514 | $768.0K | 0.01% | +2,226+26.9% | Added |
| Adams Wealth Management | 10,523 | $769.0K | 0.30% | −1,598−13.2% | Reduced |
| Pinnacle Financial Partners Inc | 10,600 | $774.0K | 0.03% | −650−5.8% | Reduced |
| Hudson Portfolio Management LLC | 10,920 | $797.0K | 0.73% | −60−0.5% | Reduced |
| D.A. Davidson & Co. | 10,964 | $801.0K | 0.01% | −429−3.8% | Reduced |
| SRS Capital Advisors, Inc. | 10,992 | $803.0K | 0.11% | −2,649−19.4% | Reduced |
| Columbia Asset Management | 11,055 | $807.0K | 0.18% | +11,055 | New |
| Old Port Advisors | 10,854 | $820.0K | 0.30% | −227−2.0% | Reduced |
| Sawyer & Company, Inc | 11,370 | $830.0K | 0.39% | +1,225+12.1% | Added |
| DuPont Capital Management Corp | 11,372 | $831.0K | 0.03% | −2,395−17.4% | Reduced |
| Rafferty Asset Management, LLC | 11,499 | $840.0K | 0.01% | −2,537−18.1% | Reduced |
| Boston Private Wealth LLC | 11,644 | $851.0K | 0.01% | +5,857+101.2% | Added |
| Caption Management, LLC | 11,700 | $855.0K | 0.06% | −1,300−10.0% | Reduced |
| Raymond James Trust N.A. | 11,944 | $872.0K | 0.03% | +6,214+108.4% | Added |
| Vista Investment Management | 11,969 | $874.0K | 0.51% | +1,150+10.6% | Added |
| Sigma Planning Corp | 12,055 | $881.0K | 0.03% | −1,922−13.8% | Reduced |
| Client 1st Advisory Group, LLC | 12,113 | $885.0K | 0.45% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,150 | $887.0K | 0.02% | +500+4.3% | Added |
| Wambolt & Associates, LLC | 12,116 | $898.0K | 0.36% | −94−0.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,435 | $908.0K | 0.04% | −606−4.6% | Reduced |
| Elo Mutual Pension Insurance Co | 12,451 | $909.0K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 12,491 | $912.0K | 0.18% | −25−0.2% | Reduced |
| Verition Fund Management LLC | 12,826 | $937.0K | 0.01% | +12,826 | New |
| Pearl River Capital, LLC | 12,945 | $946.0K | 0.26% | +7,744+148.9% | Added |
| Harbor Investment Advisory, LLC | 13,088 | $956.0K | 0.13% | +55+0.4% | Added |
| Clear Street Markets LLC | 13,100 | $957.0K | 0.21% | −1,900−12.7% | Reduced |