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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 800 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $66.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 793 | $66.0K | 0.00% | +793 | New |
| TCI Wealth Advisors, Inc. | 859 | $70.0K | 0.01% | +8+0.9% | Added |
| Princeton Global Asset Management LLC | 869 | $71.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 887 | $72.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 900 | $74.0K | 0.00% | +900 | New |
| Baystate Wealth Management LLC | 912 | $75.0K | 0.01% | −74−7.5% | Reduced |
| Umb Bank N A | 923 | $76.0K | 0.00% | +923 | New |
| Kistler-Tiffany Companies, LLC | 974 | $80.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,004 | $82.0K | 0.01% | +63+6.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,026 | $84.0K | 0.01% | −825−44.6% | Reduced |
| Benjamin Edwards Inc | 1,019 | $84.0K | 0.03% | +791+346.9% | Added |
| Snowden Capital Advisors LLC | 1,047 | $85.0K | 0.00% | +1,047 | New |
| Cambridge Trust Co | 1,047 | $86.0K | 0.00% | +1,047 | New |
| Whittier Trust Co | 1,100 | $90.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,100 | $90.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,107 | $91.0K | 0.01% | +1,107 | New |
| Rise Advisors, LLC | 1,118 | $91.7K | 0.09% | +1,118 | New |
| Caldwell Trust Co | 1,150 | $94.4K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,167 | $96.0K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,200 | $98.0K | 0.05% | +1,200 | New |
| Kings Point Capital Management | 1,218 | $100.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,227 | $101.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,243 | $102.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,250 | $103.0K | 0.01% | +500+66.7% | Added |
| Institutional & Family Asset Management, LLC | 1,319 | $108.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,339 | $110.0K | 0.01% | +95+7.6% | Added |
| Sound Income Strategies, LLC | 1,383 | $113.0K | 0.01% | −51−3.6% | Reduced |
| Tradition Wealth Management, LLC | 1,480 | $121.0K | 0.02% | −140−8.6% | Reduced |
| Financial Management Professionals, Inc. | 1,483 | $122.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,482 | $122.0K | 0.01% | +170+13.0% | Added |
| Pin Oak Investment Advisors Inc | 1,500 | $123.0K | 0.12% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,510 | $124.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,524 | $125.0K | 0.01% | +1,524 | New |
| Horan Securities, Inc. | 1,559 | $128.0K | 0.08% | +1,559 | New |
| Logan Capital Management Inc | 1,600 | $131.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,617 | $132.0K | 0.00% | +1,516+1,501.0% | Added |
| Richwood Investment Advisors, LLC | 1,703 | $140.0K | 0.12% | +1,703 | New |
| Kelly Financial Services LLC | 1,784 | $146.4K | 0.07% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 1,940 | $161.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,984 | $163.0K | 0.00% | −52−2.6% | Reduced |
| Focused Wealth Management, Inc | 2,014 | $165.0K | 0.03% | +14+0.7% | Added |
| Salem Investment Counselors Inc | 2,034 | $167.0K | 0.01% | +108+5.6% | Added |
| Sandy Spring Bank | 2,063 | $169.0K | 0.01% | −327−13.7% | Reduced |
| Parallel Advisors, LLC | 2,075 | $170.0K | 0.01% | −56−2.6% | Reduced |
| Addison Advisors LLC | 2,093 | $172.0K | 0.11% | +1,328+173.6% | Added |
| IAG Wealth Partners, LLC | 2,118 | $174.0K | 0.06% | −197−8.5% | Reduced |
| Advisors Asset Management, Inc. | 2,125 | $174.4K | 0.00% | −2−0.1% | Reduced |
| Hanson & Doremus Investment Management | 2,247 | $184.0K | 0.04% | −168−7.0% | Reduced |
| Vestcor Inc | 2,282 | $187.0K | 0.01% | −350−13.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 2,278 | $187.0K | 0.12% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,300 | $189.0K | 0.11% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,457 | $202.0K | 0.01% | −633−20.5% | Reduced |
| IFP Advisors, Inc | 2,446 | $202.0K | 0.00% | +6+0.2% | Added |
| Ellis Investment Partners, LLC | 2,483 | $203.0K | 0.05% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,490 | $204.0K | 0.08% | +2,490 | New |
| Trustmark National Bank Trust Department | 2,500 | $205.0K | 0.02% | +2,500 | New |
| Ameraudi Asset Management, Inc. | 2,500 | $205.0K | 0.08% | +2,500 | New |
| JSF Financial, LLC | 2,498 | $205.0K | 0.10% | +2,498 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,509 | $206.0K | 0.04% | +2,509 | New |
| Regentatlantic Capital LLC | 2,539 | $208.0K | 0.01% | −1,979−43.8% | Reduced |
| Buckingham Strategic Partners | 2,539 | $209.0K | 0.04% | +2,539 | New |
| Private Advisory Group LLC | 2,554 | $210.0K | 0.04% | +2,554 | New |
| Telemus Capital, LLC | 2,568 | $211.0K | 0.02% | +2,568 | New |
| Avantax Planning Partners, Inc. | 2,625 | $215.0K | 0.01% | +2,625 | New |
| Capital Advisory Group Advisory Services, LLC | 2,632 | $216.0K | 0.10% | +2,285+658.5% | Added |
| Fieldpoint Private Securities, LLC | 2,660 | $218.0K | 0.04% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,660 | $218.0K | 0.16% | +2,660 | New |
| Valmark Advisers, Inc. | 2,673 | $219.0K | 0.00% | +2,673 | New |
| Chase Investment Counsel Corp | 2,693 | $220.0K | 0.09% | +2,693 | New |
| Schnieders Capital Management LLC | 2,707 | $222.0K | 0.05% | +2,707 | New |
| Annex Advisory Services, LLC | 2,733 | $224.0K | 0.02% | +2,733 | New |
| BCS Wealth Management | 2,739 | $225.0K | 0.08% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 2,755 | $226.0K | 0.02% | −800−22.5% | Reduced |
| Cary Street Partners Asset Management LLC | 2,759 | $226.0K | 0.05% | +2,759 | New |
| MBB Public Markets I LLC | 2,753 | $226.0K | 0.00% | +2,753 | New |
| Headinvest, LLC | 2,761 | $227.0K | 0.04% | −1,680−37.8% | Reduced |
| Touchstone Capital, Inc. | 2,771 | $227.0K | 0.18% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,783 | $228.0K | 0.01% | −10,826−79.6% | Reduced |
| Prism Advisors, Inc. | 2,791 | $229.0K | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,781 | $231.1K | 0.03% | +2,781 | New |
| Wetherby Asset Management Inc | 2,832 | $232.0K | 0.01% | +2,832 | New |
| Walker Asset Management, LLC | 2,823 | $232.0K | 0.20% | +2,823 | New |
| Conestoga Capital Advisors, LLC | 2,850 | $234.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,863 | $235.0K | 0.03% | +2,863 | New |
| PFG Advisors | 2,910 | $239.0K | 0.02% | −745−20.4% | Reduced |
| Financial Connections Group, Inc. | 2,935 | $240.0K | 0.24% | +2,935 | New |
| Keybank National Association | 2,978 | $244.0K | 0.00% | −1,745−36.9% | Reduced |
| IBM Retirement Fund | 3,001 | $246.0K | 0.03% | −1,915−39.0% | Reduced |
| Baldwin Investment Management, LLC | 3,000 | $246.0K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,993 | $246.0K | 0.04% | +2,993 | New |
| Long Run Wealth Advisors, LLC | 3,000 | $246.0K | 0.09% | +3,000 | New |
| Global Wealth Management Investment Advisory, Inc. | 3,012 | $247.0K | 0.07% | +542+21.9% | Added |
| Allied Investment Advisors, LLC | 3,020 | $248.0K | 0.08% | +3,020 | New |
| FourThought Financial, LLC | 3,048 | $250.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,045 | $250.0K | 0.01% | +77+2.6% | Added |
| Spire Wealth Management | 3,066 | $252.0K | 0.01% | −401−11.6% | Reduced |