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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.

Q4 2021 vs. Q3 2021

How the institutions holding W. P. Carey Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WPC: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders71713768+64
Shares111.4M112.2K113.4M+2.07M (+1.9%)
Value$8.15B$8.20M$9.31B+$1.17B (+14.3%)

13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (137)

Institutions that held W. P. Carey Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 137 by value.

Institutions new to WPC in Q4 2021
InstitutionSharesValue% of portfolio
HRT Financial LP83,521$6.85M0.04%
Qube Research & Technologies Ltd83,466$6.85M0.05%
Capitolis Advisors LLC50,214$4.12M0.02%
Sonora Investment Management Group, LLC45,030$3.69M0.43%
Brown, Lisle/Cummings, Inc.37,729$3.10M1.55%
Bensler, LLC33,685$2.76M0.77%
Employees Provident Fund Board25,500$2.09M0.03%
Investmark Advisory Group LLC24,968$2.05M1.91%
Graham Capital Wealth Management, LLC23,044$1.84M1.50%
Phraction Management LLC21,861$1.79M1.09%
Lockheed Martin Investment Management Co21,005$1.72M0.09%
Y-Intercept (Hong Kong) Ltd19,767$1.62M0.38%
Allspring Global Investments Holdings, LLC19,634$1.61M0.00%
Two Sigma Securities, LLC19,000$1.56M0.30%
Connor, Clark & Lunn Investment Management Ltd.16,870$1.38M0.01%
CWM, LLC14,589$1.20M0.01%
NEIRG Wealth Management, LLC12,786$1.05M0.20%
CIBC Private Wealth Group, LLC12,166$998.0K0.00%
C2C Wealth Management, LLC11,728$962.0K0.14%
MKT Advisors LLC12,074$913.0K0.72%
Yousif Capital Management, LLC11,078$909.0K0.01%
Cornercap Investment Counsel Inc10,837$889.0K0.13%
GWM Advisors LLC9,387$770.0K0.01%
Arbor Capital Management Inc8,878$728.0K0.52%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,724$716.0K0.04%
GraniteShares Advisors LLC8,651$709.0K0.33%
Group One Trading, L.P.8,521$699.0K0.01%
Axxcess Wealth Management, LLC8,221$675.0K0.05%
Granite Bay Wealth Management, LLC7,773$638.0K0.63%
Wealthspan Partners, LLC7,759$637.0K0.56%
Bluefin Capital Management, LLC7,600$624.0K0.05%
CarsonAllaria Wealth Management, Ltd.7,208$591.0K0.52%
FORA Capital, LLC6,901$566.0K0.22%
Wexford Capital LP6,699$550.0K0.06%
Meiji Yasuda Life Insurance Co6,301$517.0K0.01%
Sequoia Financial Advisors, LLC5,996$492.0K0.01%
Knott David M Jr6,000$492.0K0.19%
Jackson Wealth Management, LLC5,633$462.0K0.06%
Sawtooth Solutions, LLC5,508$452.0K0.05%
Valeo Financial Advisors, LLC5,513$452.0K0.02%
Mach-1 Financial Group, Inc.5,373$440.0K0.30%
Hancock Whitney Investment Services Inc.5,193$421.0K0.07%
G2 Capital Management, LLC5,000$410.0K0.15%
Widmann Financial Services, Inc.4,995$409.0K0.34%
Summit Wealth Group, LLC4,741$389.0K0.44%
Fca Corp4,470$367.0K0.12%
D. E. Shaw & Co., Inc.4,445$365.0K0.00%
Retirement Planning Co of New England, Inc.4,292$352.0K0.17%
Ignite Planners, LLC4,369$344.0K0.22%
Raleigh Capital Management Inc.4,091$335.0K0.34%
Horizon Wealth Management, LLC4,014$329.0K0.10%
Hilltop Holdings Inc.3,993$328.0K0.03%
B. Metzler seel. Sohn & Co. AG3,975$326.0K0.00%
Silverlake Wealth Management LLC3,847$315.6K0.17%
TTP Investments, Inc.3,837$315.0K0.23%
Thrive Wealth Management, LLC3,807$312.0K0.11%
Ameritas Advisory Services, LLC3,798$312.0K0.01%
Aspire Wealth Management Corp3,800$312.0K0.25%
Guardian Wealth Advisors, LLC3,769$309.0K0.13%
Provence Wealth Management Group3,714$305.0K0.34%
Larson Financial Group LLC3,683$302.0K0.05%
Flower City Capital3,550$295.0K0.29%
Guardian Capital LP3,502$287.0K0.01%
Orion Portfolio Solutions, LLC3,501$287.0K0.01%
Fortitude Advisory Group L.L.C.3,487$287.0K0.15%
Colonial River Wealth Management, LLC3,455$283.0K0.15%
Essex Savings Bank3,392$278.0K0.09%
Basepoint Wealth LLC3,295$270.3K0.26%
Unionview, LLC3,156$259.0K0.24%
Allied Investment Advisors, LLC3,020$248.0K0.08%
Quantinno Capital Management LP2,993$246.0K0.04%
Long Run Wealth Advisors, LLC3,000$246.0K0.09%
Financial Connections Group, Inc.2,935$240.0K0.24%
Strategic Blueprint, LLC2,863$235.0K0.03%
Wetherby Asset Management Inc2,832$232.0K0.01%
Walker Asset Management, LLC2,823$232.0K0.20%
Focus Financial Network, Inc.2,781$231.1K0.03%
Cary Street Partners Asset Management LLC2,759$226.0K0.05%
MBB Public Markets I LLC2,753$226.0K0.00%
Annex Advisory Services, LLC2,733$224.0K0.02%
Schnieders Capital Management LLC2,707$222.0K0.05%
Chase Investment Counsel Corp2,693$220.0K0.09%
Valmark Advisers, Inc.2,673$219.0K0.00%
Gator Capital Management, LLC2,660$218.0K0.16%
Avantax Planning Partners, Inc.2,625$215.0K0.01%
Telemus Capital, LLC2,568$211.0K0.02%
Private Advisory Group LLC2,554$210.0K0.04%
Buckingham Strategic Partners2,539$209.0K0.04%
Pinnacle Wealth Planning Services, Inc.2,509$206.0K0.04%
Trustmark National Bank Trust Department2,500$205.0K0.02%
Ameraudi Asset Management, Inc.2,500$205.0K0.08%
JSF Financial, LLC2,498$205.0K0.10%
D. Scott Neal, Inc.2,490$204.0K0.08%
Richwood Investment Advisors, LLC1,703$140.0K0.12%
Horan Securities, Inc.1,559$128.0K0.08%
Chilton Capital Management LLC1,524$125.0K0.01%
Tyler-Stone Wealth Management1,200$98.0K0.05%
Rise Advisors, LLC1,118$91.7K0.09%
CoreCap Advisors, LLC1,107$91.0K0.01%
Cambridge Trust Co1,047$86.0K0.00%

Sold out (73)

Institutions that held W. P. Carey Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WPC in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Millennium Management LLC623,433$45.5M
Blackstone Group Inc.288,000$21.0M
Tudor Investment Corp Et Al277,861$20.3M
CIBC World Markets Corp106,989$7.81M
Two Sigma Investments, LP68,708$5.02M
Hudson Bay Capital Management LP62,842$4.59M
HGI Capital Management, LLC61,700$4.51M
Eii Capital Management, Inc.33,822$2.47M
Marshall Wace, LLP32,609$2.38M
Bramshill Investments, LLC27,672$2.02M
Colony Capital, Inc.23,424$1.71M
Twin Tree Management, LP20,002$1.46M
Monashee Investment Management LLC20,000$1.46M
New York State Teachers Retirement System15,000$1.10M
BEAM Asset Management, LLC15,003$1.10M
Prelude Capital Management, LLC14,265$1.04M
Winton Group Ltd13,743$1.00M
Banco Bilbao Vizcaya Argentaria, S.A.13,365$976.0K
Blueshift Asset Management, LLC13,252$968.0K
Clear Street Markets LLC13,100$957.0K
Caption Management, LLC11,700$855.0K
ExodusPoint Capital Management, LP10,514$768.0K
Financial Engines Advisors L.L.C.8,595$636.0K
Jackson Creek Investment Advisors LLC8,514$622.0K
Quantitative Investment Management, LLC7,139$521.0K
Walleye Capital LLC7,091$518.0K
Achmea Investment Management B.V.6,891$503.0K
Jefferies Group LLC5,974$436.3K
Gyon Technologies Capital Management, LP5,073$371.0K
Vanderbilt University4,767$348.2K
Mark Sheptoff Financial Planning, LLC4,561$333.0K
Teza Capital Management LLC4,099$299.0K
Jump Financial, LLC3,888$284.0K
Capula Management Ltd3,702$270.0K
West Family Investments, Inc.3,688$269.0K
Global Retirement Partners, LLC3,679$269.0K
AXA S.A.3,454$252.0K
Brio Consultants, LLC3,255$238.0K
Meristem Family Wealth, LLC3,216$235.0K
CIBC World Markets Inc.3,202$234.0K
Gsa Capital Partners LLP3,166$231.0K
Fiduciary Planning LLC3,142$229.0K
Maple Capital Management, Inc.2,950$215.0K
Fox Run Management, L.L.C.2,857$209.0K
Dynamic Technology Lab Private Ltd2,792$204.0K
Alhambra Investment Partners LLC2,795$204.0K
Cahill Financial Advisors Inc2,307$169.0K
Simon Quick Advisors, LLC1,054$76.0K
Ironwood Financial, llc962$70.0K
MCF Advisors LLC891$65.0K
Meridian Wealth Partners, LLC719$53.0K
Plante Moran Financial Advisors, LLC703$51.0K
Glen Eagle Advisors, LLC416$30.4K
Credit Agricole S A373$27.0K
Gerber Kawasaki Wealth & Investment Management378$27.0K
Sterling Financial Planning, Inc.374$27.0K
O'Shaughnessy Asset Management, LLC325$24.0K
Consolidated Planning Corp314$23.0K
RPG Investment Advisory, LLC300$22.0K
Better Money Decisions, LLC303$22.0K
Asset Dedication, LLC272$20.0K
D'Orazio & Associates, Inc.258$19.0K
Pacitti Group Inc.200$15.0K
Hudock, Inc.200$14.0K
Kowal Investment Group, LLC197$14.0K
Atlas Private Wealth Advisors152$11.0K
Joseph P. Lucia & Associates, LLC100$7.00K
Avion Wealth100$7.00K
Bartlett & Co. LLC40$3.00K
Bartlett & Co. Wealth Management LLC40$2.96K
Certified Advisory Corp22$2.00K
Perkins Coie Trust Co20$1.00K
Center for Financial Planning, Inc.15$1.00K

Not filed for Q4 2021 yet (13)

Institutions that held W. P. Carey Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
HighPoint Advisor Group LLC39,838$2.91M
Sonora Investment Management, LLC30,046$2.19M
New England Investment & Retirement Group, Inc.10,070$736.0K
Marshall Wace North America L.P.6,900$504.0K
Mid Atlantic Financial Management Inc6,333$463.0K
Knott David M6,000$438.0K
World Asset Management Inc4,767$348.0K
Cascadia Advisory Services, LLC3,784$276.0K
Ameritas Investment Company, LLC3,562$260.0K
Filbrandt Wealth Management, LLC717$52.0K
Berman Capital Advisors, LLC90$6.00K
Heritage Wealth Management, LLC80$6.00K
Wealth Quarterback LLC21$2.00K