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 |
|---|---|---|---|---|---|
| Versor Investments LP | 13,200 | $964.0K | 0.03% | −1,035−7.3% | Reduced |
| Blueshift Asset Management, LLC | 13,252 | $968.0K | 0.05% | +13,252 | New |
| AlphaCrest Capital Management LLC | 13,274 | $970.0K | 0.05% | −3,786−22.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,365 | $976.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 13,388 | $978.0K | 0.00% | −781−5.5% | Reduced |
| Impax Asset Management Group plc | 13,446 | $982.0K | 0.00% | +328+2.5% | Added |
| Maryland State Retirement & Pension System | 13,355 | $987.0K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 13,581 | $992.0K | 0.21% | +349+2.6% | Added |
| Harbour Investments, Inc. | 13,609 | $994.0K | 0.03% | +1,319+10.7% | Added |
| Holocene Advisors, LP | 13,700 | $1.00M | 0.01% | +13,700 | New |
| Winton Group Ltd | 13,743 | $1.00M | 0.06% | −498−3.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,825 | $1.01M | 0.04% | +8,414+155.5% | Added |
| Aurora Private Wealth, Inc. | 13,959 | $1.02M | 0.41% | +13,959 | New |
| Madison Wealth Management | 14,000 | $1.02M | 0.22% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 14,012 | $1.02M | 0.02% | +1,747+14.2% | Added |
| Steward Partners Investment Advisory, LLC | 14,178 | $1.04M | 0.02% | −145−1.0% | Reduced |
| Prelude Capital Management, LLC | 14,265 | $1.04M | 0.06% | −360−2.5% | Reduced |
| Westpac Banking Corp | 14,463 | $1.06M | 0.01% | −9,449−39.5% | Reduced |
| Shell Asset Management Co | 14,469 | $1.06M | 0.02% | +980+7.3% | Added |
| Lazard Asset Management LLC | 14,744 | $1.08M | 0.00% | −24−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 14,900 | $1.09M | 0.08% | +2,262+17.9% | Added |
| New York State Teachers Retirement System | 15,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 15,003 | $1.10M | 0.94% | +88+0.6% | Added |
| Mountain Capital Investment Advisors, Inc | 14,714 | $1.10M | 0.58% | +695+5.0% | Added |
| Cornerstone Wealth Management, LLC | 15,125 | $1.10M | 0.12% | +2,345+18.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 15,195 | $1.11M | 0.04% | +288+1.9% | Added |
| Candriam Luxembourg S.C.A. | 15,216 | $1.11M | 0.01% | −1,080−6.6% | Reduced |
| Founders Financial Alliance, LLC | 15,217 | $1.11M | 0.52% | +2,308+17.9% | Added |
| Stephens Inc | 15,264 | $1.11M | 0.02% | +612+4.2% | Added |
| Richard P Slaughter Associates Inc | 15,324 | $1.12M | 0.44% | +475+3.2% | Added |
| Total Clarity Wealth Management, Inc. | 15,323 | $1.12M | 0.53% | +4,092+36.4% | Added |
| Community Capital Management, Inc. | 15,700 | $1.15M | 1.19% | −8,800−35.9% | Reduced |
| Metropolitan Life Insurance Co | 15,905 | $1.16M | 0.02% | +919+6.1% | Added |
| Mission Creek Capital Partners, Inc. | 15,825 | $1.17M | 0.22% | −144−0.9% | Reduced |
| Mackenzie Financial Corp | 16,148 | $1.18M | 0.00% | +3,038+23.2% | Added |
| Squarepoint Ops LLC | 16,193 | $1.18M | 0.01% | +16,193 | New |
| FLC Capital Advisors | 16,261 | $1.19M | 0.35% | −130−0.8% | Reduced |
| RB Capital Management, LLC | 16,367 | $1.20M | 0.45% | +862+5.6% | Added |
| M&T Bank Corp | 16,449 | $1.20M | 0.01% | +848+5.4% | Added |
| Integrated Wealth Concepts LLC | 16,486 | $1.20M | 0.04% | +414+2.6% | Added |
| Texas Yale Capital Corp. | 16,504 | $1.21M | 0.07% | +60.0% | Added |
| Atria Investments LLC | 16,626 | $1.21M | 0.02% | +678+4.3% | Added |
| Oak Harvest Investment Services | 16,772 | $1.23M | 0.36% | −26−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,339 | $1.27M | 0.11% | −3,037−14.9% | Reduced |
| EP Wealth Advisors, LLC | 17,480 | $1.28M | 0.04% | −16,196−48.1% | Reduced |
| Griffin Asset Management, Inc. | 17,490 | $1.28M | 0.16% | −1,735−9.0% | Reduced |
| Alpha Omega Wealth Management LLC | 17,653 | $1.29M | 0.21% | −50−0.3% | Reduced |
| Colony Group LLC | 17,968 | $1.31M | 0.03% | +250+1.4% | Added |
| Profund Advisors LLC | 18,129 | $1.32M | 0.04% | +11,862+189.3% | Added |
| Panagora Asset Management Inc | 18,146 | $1.32M | 0.01% | −39−0.2% | Reduced |
| Flagship Private Wealth, LLC | 18,252 | $1.33M | 1.07% | +40.0% | Added |
| Wellington Shields & Co., LLC | 18,536 | $1.35M | 0.47% | −198−1.1% | Reduced |
| Principal Financial Group Inc | 18,567 | $1.36M | 0.00% | +90.0% | Added |
| JB Capital LLC | 18,724 | $1.37M | 0.18% | +18,724 | New |
| Brooks, Moore & Associates, Inc. | 18,895 | $1.38M | 0.90% | +4,520+31.4% | Added |
| Independent Advisor Alliance | 19,136 | $1.40M | 0.08% | +194+1.0% | Added |
| Bennicas & Associates, Inc. | 19,200 | $1.40M | 0.79% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 21,587 | $1.41M | 0.07% | +13,781+176.5% | Added |
| Amalgamated Bank | 19,278 | $1.41M | 0.01% | −1,092−5.4% | Reduced |
| Belpointe Asset Management LLC | 19,470 | $1.42M | 0.10% | +621+3.3% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.43M | 0.01% | +1,000+5.4% | Added |
| Comerica Bank | 18,831 | $1.46M | 0.01% | +7,072+60.1% | Added |
| Twin Tree Management, LP | 20,002 | $1.46M | 0.04% | +20,002 | New |
| Monashee Investment Management LLC | 20,000 | $1.46M | 0.27% | +20,000 | New |
| Centaurus Financial, Inc. | 20,272 | $1.48M | 0.12% | +629+3.2% | Added |
| Arete Wealth Advisors, LLC | 20,147 | $1.49M | 0.16% | +1,503+8.1% | Added |
| Brinker Capital Investments, LLC | 19,960 | $1.50M | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,560 | $1.50M | 0.01% | +2,609+14.5% | Added |
| Boothbay Fund Management, LLC | 20,568 | $1.50M | 0.06% | +20,568 | New |
| Wealthcare Advisory Partners LLC | 20,775 | $1.52M | 0.10% | +475+2.3% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.54M | 0.01% | 00.0% | Unchanged |
| Seeyond | 21,170 | $1.55M | 0.15% | +6,284+42.2% | Added |
| V Wealth Advisors LLC | 21,191 | $1.55M | 0.24% | +850+4.2% | Added |
| Oppenheimer & Co Inc | 21,539 | $1.57M | 0.03% | +11,131+106.9% | Added |
| Truvestments Capital LLC | 22,136 | $1.62M | 0.89% | +1,771+8.7% | Added |
| SG Americas Securities, LLC | 22,450 | $1.64M | 0.01% | −64,339−74.1% | Reduced |
| Cubist Systematic Strategies, LLC | 22,769 | $1.66M | 0.02% | +1,137+5.3% | Added |
| Wellington Management Group LLP | 22,828 | $1.67M | 0.00% | −3,270−12.5% | Reduced |
| RMB Capital Management, LLC | 22,861 | $1.67M | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 23,154 | $1.69M | 0.07% | +9,044+64.1% | Added |
| Colony Capital, Inc. | 23,424 | $1.71M | 0.16% | +23,424 | New |
| UBS Oconnor LLC | 23,950 | $1.75M | 0.02% | +23,950 | New |
| Strategic Wealth Advisors Group, LLC | 23,953 | $1.75M | 0.09% | +1,007+4.4% | Added |
| Horan Capital Advisors, LLC. | 24,197 | $1.77M | 0.78% | +432+1.8% | Added |
| Spirit of America Management Corp | 24,290 | $1.77M | 0.38% | 00.0% | Unchanged |
| AQR Capital Management LLC | 24,693 | $1.80M | 0.00% | −6,193−20.1% | Reduced |
| Associated Banc-Corp | 24,800 | $1.81M | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 24,795 | $1.82M | 0.11% | +699+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 25,355 | $1.85M | 0.01% | +6,100+31.7% | Added |
| IFM Investors Pty Ltd | 25,618 | $1.87M | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,786 | $1.88M | 0.04% | +1,566+6.5% | Added |
| KBC Group NV | 25,851 | $1.89M | 0.01% | +4,960+23.7% | Added |
| V2 Financial group LLC | 26,187 | $1.91M | 1.65% | −2,451−8.6% | Reduced |
| CWM Advisors, LLC | 26,328 | $1.92M | 0.24% | +14,146+116.1% | Added |
| Wealthstar Advisors, LLC | 26,439 | $1.93M | 0.70% | −363−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 27,096 | $1.98M | 0.01% | −1,223−4.3% | Reduced |
| Jag Capital Management, LLC | 27,543 | $2.01M | 0.16% | +8,791+46.9% | Added |
| Bramshill Investments, LLC | 27,672 | $2.02M | 0.17% | +14,973+117.9% | Added |
| ProShare Advisors LLC | 27,746 | $2.03M | 0.01% | +1,251+4.7% | Added |
| Lakeview Capital Partners, LLC | 28,108 | $2.05M | 0.95% | +310+1.1% | Added |