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 |
|---|---|---|---|---|---|
| Kings Point Capital Management | 1,218 | $89.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,167 | $85.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,150 | $84.0K | 0.01% | +1,000+666.7% | Added |
| Whittier Trust Co | 1,100 | $80.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,100 | $80.0K | 0.01% | +779+242.7% | Added |
| Simon Quick Advisors, LLC | 1,054 | $76.0K | 0.02% | +14+1.3% | Added |
| Baldwin Brothers Inc | 1,000 | $73.0K | 0.01% | −1,000−50.0% | Reduced |
| Brown Brothers Harriman & Co | 1,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 986 | $72.0K | 0.01% | +581+143.5% | Added |
| Kistler-Tiffany Companies, LLC | 974 | $71.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 962 | $70.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 941 | $69.0K | 0.01% | +77+8.9% | Added |
| MCF Advisors LLC | 891 | $65.0K | 0.01% | −165−15.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 887 | $64.7K | 0.00% | +219+32.8% | Added |
| Princeton Global Asset Management LLC | 869 | $63.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 851 | $62.0K | 0.01% | +26+3.2% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $58.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $58.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 768 | $56.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 765 | $56.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 750 | $55.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 719 | $53.0K | 0.01% | +719 | New |
| Harvest Fund Management Co., Ltd | 722 | $52.0K | 0.01% | −947−56.7% | Reduced |
| Filbrandt Wealth Management, LLC | 717 | $52.0K | 0.03% | +17+2.4% | Added |
| Heritage Wealth Advisors | 704 | $51.4K | 0.00% | +50+7.6% | Added |
| Plante Moran Financial Advisors, LLC | 703 | $51.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 694 | $51.0K | 0.01% | +51+7.9% | Added |
| Reilly Financial Advisors, LLC | 672 | $49.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 659 | $48.0K | 0.02% | −1,188−64.3% | Reduced |
| Private Capital Group, LLC | 636 | $47.0K | 0.01% | +6+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 643 | $47.0K | 0.00% | +8+1.3% | Added |
| Laurel Wealth Advisors LLC | 596 | $44.0K | 0.01% | −25−4.0% | Reduced |
| Tobam | 587 | $43.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 592 | $43.0K | 0.00% | +92+18.4% | Added |
| Montag A & Associates Inc | 570 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 573 | $42.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 550 | $40.0K | 0.01% | −200−26.7% | Reduced |
| HHM Wealth Advisors, LLC | 545 | $40.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 514 | $38.0K | 0.00% | +7+1.4% | Added |
| Sittner & Nelson, LLC | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $35.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 471 | $34.0K | 0.00% | −21−4.3% | Reduced |
| Hexagon Capital Partners LLC | 424 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 423 | $31.0K | 0.00% | +55+14.9% | Added |
| Glen Eagle Advisors, LLC | 416 | $30.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 405 | $30.0K | 0.01% | +405 | New |
| Dougherty Wealth Advisers LLC | 400 | $29.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 402 | $29.0K | 0.01% | +97+31.8% | Added |
| Credit Agricole S A | 373 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 378 | $27.0K | 0.00% | +378 | New |
| Sterling Financial Planning, Inc. | 374 | $27.0K | 0.02% | +374 | New |
| Capital Advisory Group Advisory Services, LLC | 347 | $25.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 330 | $24.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 325 | $24.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $23.0K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 314 | $23.0K | 0.01% | +314 | New |
| Better Money Decisions, LLC | 303 | $22.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 298 | $22.0K | 0.00% | +12+4.2% | Added |
| Central Trust Co | 300 | $22.0K | 0.00% | +300 | New |
| AlphaMark Advisors, LLC | 280 | $20.0K | 0.01% | +280 | New |
| Asset Dedication, LLC | 272 | $20.0K | 0.00% | +272 | New |
| JJJ Advisors Inc. | 260 | $19.0K | 0.01% | −25−8.8% | Reduced |
| D'Orazio & Associates, Inc. | 258 | $19.0K | 0.00% | +2+0.8% | Added |
| BerganKDV Wealth Management, LLC | 257 | $19.0K | 0.00% | +3+1.2% | Added |
| Freedman Financial Associates, Inc. | 240 | $18.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 228 | $17.0K | 0.01% | +228 | New |
| Investors Research Corp | 232 | $17.0K | 0.01% | +232 | New |
| Core Wealth Advisors, Inc. | 225 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 221 | $16.0K | 0.00% | +221 | New |
| Pacitti Group Inc. | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $15.0K | 0.01% | +200 | New |
| Gradient Investments LLC | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 200 | $14.0K | 0.00% | +200 | New |
| Kowal Investment Group, LLC | 197 | $14.0K | 0.00% | +197 | New |
| Bedel Financial Consulting, Inc. | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 160 | $12.0K | 0.00% | +160 | New |
| Financial Perspectives, Inc | 158 | $11.5K | 0.01% | −298−65.4% | Reduced |
| Atlas Private Wealth Advisors | 152 | $11.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 111 | $8.00K | 0.00% | +1+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $7.96K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 100 | $7.00K | 0.00% | −100−50.0% | Reduced |
| Cordasco Financial Network | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 90 | $7.00K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $7.00K | 0.00% | +100+10,000.0% | Added |
| Avion Wealth | 100 | $7.00K | 0.00% | +100 | New |
| Wagner Wealth Management, LLC | 75 | $6.00K | 0.00% | −420−84.8% | Reduced |
| Berman Capital Advisors, LLC | 90 | $6.00K | 0.00% | +1+1.1% | Added |
| Heritage Wealth Management, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Zions Bancorporation, N.A. | 67 | $5.00K | 0.00% | −17−20.2% | Reduced |
| FinTrust Capital Advisors, LLC | 62 | $5.00K | 0.00% | +1+1.6% | Added |
| Financial Avengers, Inc. | 70 | $5.00K | 0.00% | +1+1.4% | Added |
| Delta Asset Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |