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 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 6,662 | $486.6K | 0.02% | +1,842+38.2% | Added |
| Natixis | 6,635 | $485.0K | 0.00% | +6,635 | New |
| Kaizen Financial Strategies | 6,590 | $481.0K | 0.39% | +6,590 | New |
| Los Angeles Capital Management LLC | 6,576 | $480.0K | 0.00% | +315+5.0% | Added |
| 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 |
| Regions Financial Corp | 6,522 | $477.0K | 0.00% | +6,522 | New |
| Kalos Management, Inc. | 6,129 | $476.0K | 0.13% | +317+5.5% | Added |
| Harrell Investment Partners, LLC | 6,430 | $470.0K | 0.15% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 6,362 | $465.0K | 0.04% | +85+1.4% | Added |
| Mid Atlantic Financial Management Inc | 6,333 | $463.0K | 0.03% | −2,044−24.4% | Reduced |
| Yorktown Management & Research Co Inc | 6,300 | $460.0K | 0.35% | +6,300 | New |
| Fisher Asset Management, LLC | 6,288 | $459.0K | 0.00% | +568+9.9% | Added |
| Morse Asset Management, Inc | 6,200 | $453.0K | 0.11% | +500+8.8% | Added |
| First Quadrant L P | 6,191 | $452.0K | 0.05% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,172 | $451.0K | 0.10% | −602−8.9% | Reduced |
| TD Private Client Wealth LLC | 6,162 | $450.1K | 0.02% | +1,231+25.0% | Added |
| Detalus Advisors, LLC | 6,118 | $447.0K | 0.23% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,034 | $447.0K | 0.05% | +174+3.0% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,071 | $443.0K | 0.51% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,053 | $442.0K | 0.02% | +1,789+42.0% | Added |
| Insight 2811, Inc. | 6,019 | $440.0K | 0.26% | −902−13.0% | Reduced |
| Simplex Trading, LLC | 5,892 | $440.0K | 0.02% | +1,689+40.2% | Added |
| D.B. Root & Company, LLC | 6,020 | $439.0K | 0.17% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 6,021 | $439.0K | 0.11% | +2,775+85.5% | Added |
| Knott David M | 6,000 | $438.0K | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 5,982 | $437.0K | 0.03% | +1,242+26.2% | Added |
| Jefferies Group LLC | 5,974 | $436.3K | 0.01% | +5,974 | New |
| Ahrens Investment Partners LLC | 5,895 | $431.0K | 0.21% | −731−11.0% | Reduced |
| Fiera Capital Corp | 5,906 | $431.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,907 | $431.0K | 0.05% | +200+3.5% | Added |
| Laurel Wealth Advisors, Inc. | 5,874 | $429.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,849 | $427.0K | 0.08% | −400−6.4% | Reduced |
| Benedetti & Gucer, Inc. | 5,835 | $426.0K | 0.32% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,811 | $424.0K | 0.01% | +314+5.7% | Added |
| Swiss Life Asset Management Ltd | 5,809 | $423.6K | 0.01% | +5,809 | New |
| Carret Asset Management, LLC | 5,782 | $422.0K | 0.05% | 00.0% | Unchanged |
| Covington Capital Management | 5,754 | $420.0K | 0.02% | +4+0.1% | Added |
| Capital Investment Advisors, LLC | 5,719 | $418.0K | 0.01% | −795−12.2% | Reduced |
| Diligent Investors, LLC | 5,464 | $408.0K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,542 | $405.0K | 0.07% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,532 | $404.0K | 0.12% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,515 | $403.0K | 0.00% | −110−2.0% | Reduced |
| Boston Financial Mangement LLC | 5,500 | $402.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 5,477 | $400.0K | 0.00% | −2,114−27.8% | Reduced |
| Wealthfront Advisers LLC | 5,482 | $400.0K | 0.00% | +5,482 | New |
| Royal Fund Management, LLC | 5,389 | $393.0K | 0.06% | +305+6.0% | Added |
| Venture Visionary Partners LLC | 5,344 | $390.0K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,290 | $386.0K | 0.05% | +210+4.1% | Added |
| Chesley Taft & Associates LLC | 5,245 | $383.0K | 0.02% | −100−1.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,186 | $379.0K | 0.09% | +39+0.8% | Added |
| Independent Financial Group, LLC | 5,170 | $377.6K | 0.04% | +641+14.2% | Added |
| H&H Retirement Design & Management INC | 5,059 | $377.0K | 0.23% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,831 | $372.0K | 0.10% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 5,073 | $371.0K | 0.10% | −1,236−19.6% | Reduced |
| MV Capital Management, Inc. | 5,083 | $371.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,919 | $359.0K | 0.15% | −3,898−44.2% | Reduced |
| IBM Retirement Fund | 4,916 | $359.0K | 0.03% | +53+1.1% | Added |
| Oakworth Capital, Inc. | 4,900 | $358.0K | 0.03% | −501−9.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,896 | $358.0K | 0.22% | +412+9.2% | Added |
| Clearview Wealth Advisors LLC | 4,881 | $357.0K | 0.23% | +207+4.4% | Added |
| Procyon Private Wealth Partners, LLC | 4,875 | $356.0K | 0.09% | +575+13.4% | Added |
| Intrua Financial, LLC | 4,506 | $353.0K | 0.07% | +4,506 | New |
| Verdence Capital Advisors LLC | 4,784 | $349.0K | 0.05% | −260−5.2% | Reduced |
| Vanderbilt University | 4,767 | $348.2K | 0.08% | +4,767 | New |
| World Asset Management Inc | 4,767 | $348.0K | 0.03% | −46−1.0% | Reduced |
| Parsons Capital Management Inc | 4,750 | $347.0K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 4,723 | $345.0K | 0.00% | +121+2.6% | Added |
| We Are One Seven, LLC | 4,459 | $344.0K | 0.04% | +28+0.6% | Added |
| Meeder Asset Management Inc | 4,695 | $343.0K | 0.02% | +351+8.1% | Added |
| Austin Private Wealth, LLC | 4,616 | $337.0K | 0.07% | +70+1.5% | Added |
| Paradigm Financial Partners, LLC | 4,498 | $337.0K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,561 | $333.0K | 0.18% | +200+4.6% | Added |
| Kercheville Advisors, LLC | 4,550 | $332.0K | 0.16% | 00.0% | Unchanged |
| Lincoln National Corp | 4,537 | $331.0K | 0.01% | −357−7.3% | Reduced |
| Virtue Capital Management, LLC | 4,526 | $331.0K | 0.06% | −296−6.1% | Reduced |
| Regentatlantic Capital LLC | 4,518 | $330.0K | 0.01% | +4,518 | New |
| Dividend Assets Capital, LLC | 4,500 | $329.0K | 0.07% | +4,500 | New |
| David R. Rahn & Associates Inc. | 4,482 | $327.0K | 0.18% | +1,486+49.6% | Added |
| Fifth Third Bancorp | 4,442 | $324.0K | 0.00% | −3,168−41.6% | Reduced |
| Headinvest, LLC | 4,441 | $324.0K | 0.06% | +599+15.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,413 | $322.0K | 0.02% | −177−3.9% | Reduced |
| Alpha Cubed Investments, LLC | 4,400 | $321.0K | 0.02% | +1,000+29.4% | Added |
| Lido Advisors, LLC | 4,315 | $315.0K | 0.01% | +1,660+62.5% | Added |
| Ontario Teachers Pension Plan Board | 4,314 | $315.0K | 0.00% | +4,314 | New |
| Joel Isaacson & Co., LLC | 4,284 | $313.0K | 0.02% | +26+0.6% | Added |
| ARGI Investment Services, LLC | 4,253 | $311.0K | 0.01% | +21+0.5% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $310.0K | 0.16% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,225 | $309.0K | 0.19% | +20.0% | Added |
| Doyle Wealth Management | 4,220 | $308.0K | 0.02% | +42+1.0% | Added |
| Proequities, Inc. | 4,142 | $307.0K | 0.02% | +105+2.6% | Added |
| Wedbush Securities Inc | 4,201 | $307.0K | 0.01% | +768+22.4% | Added |
| Personal Capital Advisors Corp | 4,181 | $305.0K | 0.00% | −476−10.2% | Reduced |
| Gilbert & Cook, Inc. | 4,154 | $303.0K | 0.05% | +186+4.7% | Added |
| Symphony Financial, Ltd. Co. | 4,057 | $300.0K | 0.11% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,099 | $299.0K | 0.14% | −8,850−68.3% | Reduced |
| San Luis Wealth Advisors LLC | 4,086 | $298.0K | 0.17% | +4,086 | New |
| Arrow Investment Advisors, LLC | 3,995 | $292.0K | 0.19% | +215+5.7% | Added |
| Norinchukin Bank, The | 3,960 | $289.0K | 0.00% | +814+25.9% | Added |
| Monterey Private Wealth, Inc. | 3,870 | $288.0K | 0.16% | 00.0% | Unchanged |