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Livermore
Livermore
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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, Q4 2021

Institutional positions in W. P. Carey Inc. as of Dec 31, 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
768
+64 vs. Q3 2021
Shares held
113.4M
+2.07M (+1.9%) vs. Q3 2021
Total value
$9.31B
+$1.17B (+14.3%) vs. Q3 2021
New holders
137
286 more added
Sold out
73
197 more reduced

13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 768 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 heldQ4 2021: $9.31B
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, Q4 2021

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2021.

Institutions holding WPC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Advisors, Inc.5$00.00%00.0%Unchanged
Versant Capital Management, Inc4$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%+2New
First Command Advisory Services, Inc.146$00.00%+146New
Eagle Bay Advisors LLC12$1.00K0.00%−12−50.0%Reduced
Valley National Advisers Inc18$1.00K0.00%00.0%Unchanged
Eukles Asset Management30$2.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC26$2.00K0.00%00.0%Unchanged
Resources Management Corp20$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB22$2.00K0.00%+22New
City Holding Co43$3.00K0.00%00.0%Unchanged
National Pension Service36$3.00K0.00%00.0%Unchanged
Insight Financial Services48$3.00K0.00%+48New
Washington Trust Advisors, Inc.36$3.00K0.00%+36New
Raffa Wealth Management, LLC37$3.04K0.00%+8+27.6%Added
FinTrust Capital Advisors, LLC63$5.00K0.00%+1+1.6%Added
Zions Bancorporation, N.A.67$5.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC57$5.00K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.61$5.00K0.00%+61New
CVA Family Office, LLC60$5.00K0.00%+60New
Wagner Wealth Management, LLC75$6.00K0.00%00.0%Unchanged
Financial Avengers, Inc.71$6.00K0.00%+1+1.4%Added
AlphaMark Advisors, LLC80$7.00K0.00%−200−71.4%Reduced
Old North State Trust, LLC90$7.00K0.01%00.0%Unchanged
Cordasco Financial Network95$8.00K0.00%00.0%Unchanged
Private Ocean, LLC92$8.00K0.00%00.0%Unchanged
Vectors Research Management, LLC100$8.00K0.00%+100New
American State Bank (Iowa)109$8.94K0.01%00.0%Unchanged
Earnest Partners LLC114$9.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC113$9.00K0.00%+2+1.8%Added
Carmichael Hill & Associates, Inc.104$9.00K0.00%00.0%Unchanged
First Community Trust NA120$9.85K0.01%+120New
Neo Ivy Capital Management134$11.0K0.02%+134New
Byrne Asset Management LLC150$12.0K0.01%+150New
Financial Perspectives, Inc158$13.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc164$13.0K0.00%−57−25.8%Reduced
Jones Financial Companies LLLP160$13.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.160$13.0K0.00%00.0%Unchanged
Signet Financial Management, LLC164$13.0K0.00%+164New
Bedel Financial Consulting, Inc.175$14.0K0.00%00.0%Unchanged
Emfo, LLC200$16.0K0.01%00.0%Unchanged
Gradient Investments LLC190$16.0K0.00%00.0%Unchanged
Smithfield Trust Co200$16.0K0.00%+200New
Future Financial Wealth Managment LLC200$16.0K0.01%+200New
Citizens National Bank Trust Department195$16.0K0.01%+195New
Retirement Group, LLC205$17.0K0.01%+205New
Core Wealth Advisors, Inc.225$18.0K0.01%00.0%Unchanged
Investors Research Corp232$19.0K0.01%00.0%Unchanged
Ford Financial Group, LLC232$19.0K0.01%+232New
Freedman Financial Associates, Inc.240$20.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC260$21.0K0.00%+3+1.2%Added
Delta Asset Management LLC260$21.0K0.00%+200+333.3%Added
NuWave Investment Management, LLC270$22.0K0.02%−2,165−88.9%Reduced
Lenox Wealth Advisors, LLC286$23.0K0.00%−12−4.0%Reduced
Central Trust Co300$25.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt300$25.0K0.00%00.0%Unchanged
Outfitter Financial LLC300$25.0K0.02%+300New
Semmax Financial Advisors Inc.316$26.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust330$27.0K0.02%00.0%Unchanged
Coastal Capital Group, Inc.345$28.0K0.01%+345New
JJJ Advisors Inc.348$29.0K0.01%+88+33.8%Added
TD Waterhouse Canada Inc.378$30.9K0.00%+378New
Laurel Wealth Advisors LLC396$32.0K0.01%−200−33.6%Reduced
Carroll Financial Associates, Inc.400$32.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC400$33.0K0.02%−100−20.0%Reduced
Tompkins Financial Corp405$33.0K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC400$33.0K0.05%00.0%Unchanged
Capital Analysts, LLC428$35.0K0.00%+5+1.2%Added
Hexagon Capital Partners LLC424$35.0K0.01%00.0%Unchanged
Cornerstone Management, Inc.437$35.9K0.01%+437New
Dark Forest Capital Management LP437$36.0K0.01%−222−33.7%Reduced
Gibson Wealth Advisors LLC443$36.0K0.04%+443New
Tortoise Investment Management, LLC477$39.0K0.01%00.0%Unchanged
AGF Investments LLC471$39.0K0.00%00.0%Unchanged
City State Bank518$43.0K0.03%+518New
Wolff Wiese Magana LLC539$44.0K0.03%+539New
Strengthening Families & Communities, LLC539$44.0K0.03%+539New
Evermay Wealth Management LLC550$45.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC545$45.0K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.569$46.0K0.00%+569New
Montag A & Associates Inc570$47.0K0.00%00.0%Unchanged
Tobam587$48.0K0.00%00.0%Unchanged
National Bank of Canada582$48.0K0.00%+582New
CenterStar Asset Management, LLC–$48.0K0.04%–New
Covestor Ltd587$48.0K0.07%+587New
MUFG Americas Holdings Corp592$49.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC602$49.0K0.00%+602New
Mystic Asset Management, Inc.615$50.0K0.02%+615New
MBM Wealth Consultants, LLC627$51.0K0.02%+225+56.0%Added
Lindbrook Capital, LLC638$52.0K0.01%+65+11.3%Added
JNBA Financial Advisors643$53.0K0.01%−51−7.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC652$53.0K0.00%+9+1.4%Added
Private Capital Group, LLC635$53.0K0.01%−1−0.2%Reduced
Reilly Financial Advisors, LLC672$55.0K0.00%00.0%Unchanged
Heritage Wealth Advisors704$58.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd722$59.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC740$61.0K0.00%+226+44.0%Added
High Net Worth Advisory Group LLC747$61.0K0.02%+747New
Washington Trust Co768$63.0K0.00%00.0%Unchanged
Curi Capital800$65.0K0.01%+800New