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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
Prelude Capital Management, LLC14,265$1.04M0.06%−360−2.5%Reduced
Steward Partners Investment Advisory, LLC14,178$1.04M0.02%−145−1.0%Reduced
Madison Wealth Management14,000$1.02M0.22%00.0%Unchanged
Equitable Holdings, Inc.14,012$1.02M0.02%+1,747+14.2%Added
Aurora Private Wealth, Inc.13,959$1.02M0.41%+13,959New
Carnegie Capital Asset Management, LLC13,825$1.01M0.04%+8,414+155.5%Added
Winton Group Ltd13,743$1.00M0.06%−498−3.5%Reduced
Holocene Advisors, LP13,700$1.00M0.01%+13,700New
Harbour Investments, Inc.13,609$994.0K0.03%+1,319+10.7%Added
Cooper Financial Group13,581$992.0K0.21%+349+2.6%Added
Maryland State Retirement & Pension System13,355$987.0K0.03%00.0%Unchanged
Impax Asset Management Group plc13,446$982.0K0.00%+328+2.5%Added
Schroder Investment Management Group13,388$978.0K0.00%−781−5.5%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.13,365$976.0K0.02%00.0%Unchanged
AlphaCrest Capital Management LLC13,274$970.0K0.05%−3,786−22.2%Reduced
Blueshift Asset Management, LLC13,252$968.0K0.05%+13,252New
Versor Investments LP13,200$964.0K0.03%−1,035−7.3%Reduced
Clear Street Markets LLC13,100$957.0K0.21%−1,900−12.7%Reduced
Harbor Investment Advisory, LLC13,088$956.0K0.13%+55+0.4%Added
Pearl River Capital, LLC12,945$946.0K0.26%+7,744+148.9%Added
Verition Fund Management LLC12,826$937.0K0.01%+12,826New
Camden Capital, LLC12,491$912.0K0.18%−25−0.2%Reduced
Elo Mutual Pension Insurance Co12,451$909.0K0.03%00.0%Unchanged
Beacon Investment Advisory Services, Inc.12,435$908.0K0.04%−606−4.6%Reduced
Wambolt & Associates, LLC12,116$898.0K0.36%−94−0.8%Reduced
Horizon Kinetics Asset Management LLC12,150$887.0K0.02%+500+4.3%Added
Client 1st Advisory Group, LLC12,113$885.0K0.45%00.0%Unchanged
Sigma Planning Corp12,055$881.0K0.03%−1,922−13.8%Reduced
Vista Investment Management11,969$874.0K0.51%+1,150+10.6%Added
Raymond James Trust N.A.11,944$872.0K0.03%+6,214+108.4%Added
Caption Management, LLC11,700$855.0K0.06%−1,300−10.0%Reduced
Boston Private Wealth LLC11,644$851.0K0.01%+5,857+101.2%Added
Rafferty Asset Management, LLC11,499$840.0K0.01%−2,537−18.1%Reduced
DuPont Capital Management Corp11,372$831.0K0.03%−2,395−17.4%Reduced
Sawyer & Company, Inc11,370$830.0K0.39%+1,225+12.1%Added
Old Port Advisors10,854$820.0K0.30%−227−2.0%Reduced
Columbia Asset Management11,055$807.0K0.18%+11,055New
SRS Capital Advisors, Inc.10,992$803.0K0.11%−2,649−19.4%Reduced
D.A. Davidson & Co.10,964$801.0K0.01%−429−3.8%Reduced
Hudson Portfolio Management LLC10,920$797.0K0.73%−60−0.5%Reduced
Pinnacle Financial Partners Inc10,600$774.0K0.03%−650−5.8%Reduced
Adams Wealth Management10,523$769.0K0.30%−1,598−13.2%Reduced
ExodusPoint Capital Management, LP10,514$768.0K0.01%+2,226+26.9%Added
Vident Investment Advisory, LLC10,427$761.0K0.02%−6,992−40.1%Reduced
First National Bank of Mount Dora, Trust Investment Services10,400$760.0K0.25%00.0%Unchanged
Patton Albertson Miller Group, LLC10,376$758.0K0.14%+50.0%Added
First City Capital Management, Inc.10,227$747.0K0.42%−250−2.4%Reduced
Prudential Financial Inc9,749$743.0K0.00%−2,116−17.8%Reduced
APG Asset Management N.V.11,757$741.0K0.00%−3,700−23.9%Reduced
Eldridge Investment Advisors, Inc.10,100$738.0K0.26%00.0%Unchanged
New England Investment & Retirement Group, Inc.10,070$736.0K0.17%00.0%Unchanged
Insight Wealth Partners, LLC10,014$731.0K0.46%00.0%Unchanged
People's United Financial, Inc.10,010$731.0K0.02%+7,000+232.6%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,000$730.0K0.01%00.0%Unchanged
Flagship Harbor Advisors, LLC9,525$711.0K0.08%00.0%Unchanged
First National Trust Co9,628$703.0K0.04%00.0%Unchanged
Alps Advisors Inc9,506$694.0K0.01%−671−6.6%Reduced
Rockefeller Capital Management L.P.9,337$681.0K0.00%+72+0.8%Added
Sheaff Brock Investment Advisors, LLC9,260$676.0K0.07%+116+1.3%Added
Tower Research Capital LLC (TRC)9,078$663.0K0.02%−4,615−33.7%Reduced
First Manhattan Co9,000$657.0K0.00%00.0%Unchanged
Kerntke Otto McGlone Wealth Management Group8,971$655.0K1.95%−8,890−49.8%Reduced
Worldquant Millennium Advisors LLC8,845$646.0K0.01%00.0%Unchanged
Guyasuta Investment Advisors Inc8,718$637.0K0.05%+25+0.3%Added
Financial Engines Advisors L.L.C.8,595$636.0K0.00%+560+7.0%Added
Jackson Creek Investment Advisors LLC8,514$622.0K0.23%+8,514New
First Heartland Consultants, Inc.8,441$617.0K0.09%+47+0.6%Added
Kovack Advisors, Inc.8,363$611.0K0.07%00.0%Unchanged
Brown Advisory Securities, LLC8,342$610.0K0.18%+1,548+22.8%Added
Stratos Wealth Partners, LTD.8,330$608.0K0.02%+677+8.8%Added
Capital Investment Advisory Services, LLC8,229$601.0K0.08%+250+3.1%Added
All Season Financial Advisors, Inc.8,132$594.0K0.48%+2,845+53.8%Added
Crestwood Advisors Group LLC8,005$585.0K0.02%00.0%Unchanged
Apollon Wealth Management, LLC8,016$585.0K0.08%+3,436+75.0%Added
Landmark Financial Advisors, LLC8,253$584.0K0.31%00.0%Unchanged
Ayrshire Capital Management LLC7,888$576.0K0.33%+237+3.1%Added
Sunbelt Securities, Inc.7,227$573.0K0.10%00.0%Unchanged
First Midwest Bank Trust Division7,675$560.0K0.08%+1,815+31.0%Added
Archer Investment Corp7,553$551.7K0.21%+1,253+19.9%Added
RFG Advisory, LLC7,496$547.0K0.04%+790+11.8%Added
JustInvest LLC7,360$538.0K0.05%−897−10.9%Reduced
Advisory Services Network, LLC7,353$537.0K0.02%+289+4.1%Added
Benjamin F. Edwards & Company, Inc.7,340$536.0K0.03%00.0%Unchanged
Optimum Investment Advisors7,307$534.0K0.23%−200−2.7%Reduced
Tectonic Advisors LLC7,285$532.0K0.10%+2,899+66.1%Added
Lumature Wealth Partners, LLC7,200$526.0K0.21%00.0%Unchanged
CIBC Asset Management Inc7,194$525.0K0.00%+544+8.2%Added
Quantitative Investment Management, LLC7,139$521.0K0.05%−4,684−39.6%Reduced
Madden Securities Corp7,100$519.0K0.28%00.0%Unchanged
Walleye Capital LLC7,091$518.0K0.02%+7,091New
Highlander Capital Management, LLC7,025$513.0K0.26%00.0%Unchanged
Philadelphia Trust Co7,000$511.0K0.04%00.0%Unchanged
IHT Wealth Management, LLC6,985$510.0K0.04%−1,274−15.4%Reduced
Private Trust Co NA6,946$507.0K0.07%+295+4.4%Added
Marshall Wace North America L.P.6,900$504.0K0.00%−91,878−93.0%Reduced
Glenmede Trust Co NA6,912$504.0K0.00%+500+7.8%Added
Vestmark Advisory Solutions, Inc.6,895$504.0K0.03%+982+16.6%Added
Cullen Capital Management LLC6,885$503.0K0.00%00.0%Unchanged
Achmea Investment Management B.V.6,891$503.0K0.02%+411+6.3%Added
NEXT Financial Group, Inc6,806$497.0K0.04%+1,650+32.0%Added