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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 32,785 | $2.40M | 0.01% | +334+1.0% | Added |
| Marshall Wace, LLP | 32,609 | $2.38M | 0.01% | −344,441−91.4% | Reduced |
| Gulf International Bank (UK) Ltd | 32,414 | $2.37M | 0.03% | −206−0.6% | Reduced |
| Wolverine Trading, LLC | 31,660 | $2.34M | 0.05% | +31,660 | New |
| XML Financial, LLC | 31,532 | $2.30M | 0.31% | +3,325+11.8% | Added |
| Baird Financial Group, Inc. | 30,934 | $2.26M | 0.01% | +2,522+8.9% | Added |
| Jane Street Group, LLC | 30,537 | $2.23M | 0.01% | +14,785+93.9% | Added |
| Sonora Investment Management, LLC | 30,046 | $2.19M | 0.28% | +11,811+64.8% | Added |
| Gradient Capital Advisors, LLC | 29,751 | $2.17M | 1.00% | +570+2.0% | Added |
| Voya Investment Management LLC | 29,504 | $2.15M | 0.00% | +864+3.0% | Added |
| DnB Asset Management AS | 28,884 | $2.11M | 0.01% | +2,042+7.6% | Added |
| US Bancorp | 28,808 | $2.10M | 0.00% | +1,052+3.8% | Added |
| Mercer Global Advisors Inc | 28,783 | $2.10M | 0.01% | +1,054+3.8% | Added |
| Teacher Retirement System of Texas | 28,601 | $2.09M | 0.01% | +2,220+8.4% | Added |
| Herold Advisors, Inc. | 28,407 | $2.07M | 0.81% | +28,407 | New |
| TFG Advisers LLC | 28,306 | $2.07M | 1.00% | +806+2.9% | Added |
| DekaBank Deutsche Girozentrale | 27,658 | $2.06M | 0.01% | +1,069+4.0% | Added |
| Lakeview Capital Partners, LLC | 28,108 | $2.05M | 0.95% | +310+1.1% | Added |
| ProShare Advisors LLC | 27,746 | $2.03M | 0.01% | +1,251+4.7% | Added |
| Bramshill Investments, LLC | 27,672 | $2.02M | 0.17% | +14,973+117.9% | Added |
| Jag Capital Management, LLC | 27,543 | $2.01M | 0.16% | +8,791+46.9% | Added |
| United Capital Financial Advisers, LLC | 27,096 | $1.98M | 0.01% | −1,223−4.3% | Reduced |
| Wealthstar Advisors, LLC | 26,439 | $1.93M | 0.70% | −363−1.4% | Reduced |
| CWM Advisors, LLC | 26,328 | $1.92M | 0.24% | +14,146+116.1% | Added |
| V2 Financial group LLC | 26,187 | $1.91M | 1.65% | −2,451−8.6% | Reduced |
| KBC Group NV | 25,851 | $1.89M | 0.01% | +4,960+23.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,786 | $1.88M | 0.04% | +1,566+6.5% | Added |
| IFM Investors Pty Ltd | 25,618 | $1.87M | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 25,355 | $1.85M | 0.01% | +6,100+31.7% | Added |
| Moors & Cabot, Inc. | 24,795 | $1.82M | 0.11% | +699+2.9% | Added |
| Associated Banc-Corp | 24,800 | $1.81M | 0.07% | 00.0% | Unchanged |
| AQR Capital Management LLC | 24,693 | $1.80M | 0.00% | −6,193−20.1% | Reduced |
| Spirit of America Management Corp | 24,290 | $1.77M | 0.38% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 24,197 | $1.77M | 0.78% | +432+1.8% | Added |
| Strategic Wealth Advisors Group, LLC | 23,953 | $1.75M | 0.09% | +1,007+4.4% | Added |
| UBS Oconnor LLC | 23,950 | $1.75M | 0.02% | +23,950 | New |
| Colony Capital, Inc. | 23,424 | $1.71M | 0.16% | +23,424 | New |
| Allstate Corp | 23,154 | $1.69M | 0.07% | +9,044+64.1% | Added |
| RMB Capital Management, LLC | 22,861 | $1.67M | 0.05% | 00.0% | Unchanged |
| Wellington Management Group LLP | 22,828 | $1.67M | 0.00% | −3,270−12.5% | Reduced |
| Cubist Systematic Strategies, LLC | 22,769 | $1.66M | 0.02% | +1,137+5.3% | Added |
| SG Americas Securities, LLC | 22,450 | $1.64M | 0.01% | −64,339−74.1% | Reduced |
| Truvestments Capital LLC | 22,136 | $1.62M | 0.89% | +1,771+8.7% | Added |
| Oppenheimer & Co Inc | 21,539 | $1.57M | 0.03% | +11,131+106.9% | Added |
| V Wealth Advisors LLC | 21,191 | $1.55M | 0.24% | +850+4.2% | Added |
| Seeyond | 21,170 | $1.55M | 0.15% | +6,284+42.2% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.54M | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,775 | $1.52M | 0.10% | +475+2.3% | Added |
| 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 |
| Brinker Capital Investments, LLC | 19,960 | $1.50M | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 20,147 | $1.49M | 0.16% | +1,503+8.1% | Added |
| Centaurus Financial, Inc. | 20,272 | $1.48M | 0.12% | +629+3.2% | 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 |
| Comerica Bank | 18,831 | $1.46M | 0.01% | +7,072+60.1% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.43M | 0.01% | +1,000+5.4% | Added |
| Belpointe Asset Management LLC | 19,470 | $1.42M | 0.10% | +621+3.3% | Added |
| Amalgamated Bank | 19,278 | $1.41M | 0.01% | −1,092−5.4% | Reduced |
| Coldstream Capital Management Inc | 21,587 | $1.41M | 0.07% | +13,781+176.5% | Added |
| Bennicas & Associates, Inc. | 19,200 | $1.40M | 0.79% | 00.0% | Unchanged |
| Independent Advisor Alliance | 19,136 | $1.40M | 0.08% | +194+1.0% | Added |
| Brooks, Moore & Associates, Inc. | 18,895 | $1.38M | 0.90% | +4,520+31.4% | Added |
| JB Capital LLC | 18,724 | $1.37M | 0.18% | +18,724 | New |
| Principal Financial Group Inc | 18,567 | $1.36M | 0.00% | +90.0% | Added |
| Wellington Shields & Co., LLC | 18,536 | $1.35M | 0.47% | −198−1.1% | Reduced |
| Flagship Private Wealth, LLC | 18,252 | $1.33M | 1.07% | +40.0% | Added |
| Panagora Asset Management Inc | 18,146 | $1.32M | 0.01% | −39−0.2% | Reduced |
| Profund Advisors LLC | 18,129 | $1.32M | 0.04% | +11,862+189.3% | Added |
| Colony Group LLC | 17,968 | $1.31M | 0.03% | +250+1.4% | Added |
| Alpha Omega Wealth Management LLC | 17,653 | $1.29M | 0.21% | −50−0.3% | 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 |
| Redpoint Investment Management Pty Ltd | 17,339 | $1.27M | 0.11% | −3,037−14.9% | Reduced |
| Oak Harvest Investment Services | 16,772 | $1.23M | 0.36% | −26−0.2% | Reduced |
| Atria Investments LLC | 16,626 | $1.21M | 0.02% | +678+4.3% | Added |
| Texas Yale Capital Corp. | 16,504 | $1.21M | 0.07% | +60.0% | Added |
| Integrated Wealth Concepts LLC | 16,486 | $1.20M | 0.04% | +414+2.6% | Added |
| M&T Bank Corp | 16,449 | $1.20M | 0.01% | +848+5.4% | Added |
| RB Capital Management, LLC | 16,367 | $1.20M | 0.45% | +862+5.6% | Added |
| FLC Capital Advisors | 16,261 | $1.19M | 0.35% | −130−0.8% | Reduced |
| Squarepoint Ops LLC | 16,193 | $1.18M | 0.01% | +16,193 | New |
| Mackenzie Financial Corp | 16,148 | $1.18M | 0.00% | +3,038+23.2% | Added |
| Mission Creek Capital Partners, Inc. | 15,825 | $1.17M | 0.22% | −144−0.9% | Reduced |
| Metropolitan Life Insurance Co | 15,905 | $1.16M | 0.02% | +919+6.1% | Added |
| Community Capital Management, Inc. | 15,700 | $1.15M | 1.19% | −8,800−35.9% | Reduced |
| 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 |
| Stephens Inc | 15,264 | $1.11M | 0.02% | +612+4.2% | 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 |
| Wilbanks Smith & Thomas Asset Management LLC | 15,195 | $1.11M | 0.04% | +288+1.9% | Added |
| Cornerstone Wealth Management, LLC | 15,125 | $1.10M | 0.12% | +2,345+18.3% | Added |
| Mountain Capital Investment Advisors, Inc | 14,714 | $1.10M | 0.58% | +695+5.0% | 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 |
| J.W. Cole Advisors, Inc. | 14,900 | $1.09M | 0.08% | +2,262+17.9% | Added |
| Lazard Asset Management LLC | 14,744 | $1.08M | 0.00% | −24−0.2% | Reduced |
| Shell Asset Management Co | 14,469 | $1.06M | 0.02% | +980+7.3% | Added |
| Westpac Banking Corp | 14,463 | $1.06M | 0.01% | −9,449−39.5% | Reduced |