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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
Boston Private Wealth LLC3,089$253.0K0.00%−8,555−73.5%Reduced
Sovereign Financial Group, Inc.3,078$253.0K0.10%−357−10.4%Reduced
Ci Investments Inc.3,098$254.0K0.00%+3,088+30,880.0%Added
AlphaStar Capital Management, LLC3,231$256.0K0.02%+250+8.4%Added
IndexIQ Advisors LLC3,141$258.0K0.01%−49−1.5%Reduced
Veritable, L.P.3,140$258.0K0.00%+14+0.4%Added
Unionview, LLC3,156$259.0K0.24%+3,156New
Woodstock Corp3,176$261.0K0.03%00.0%Unchanged
Pure Financial Advisors, Inc.3,209$263.0K0.01%00.0%Unchanged
Raub Brock Capital Management LP3,640$266.0K0.04%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,292$270.0K0.00%−110−3.2%Reduced
Basepoint Wealth LLC3,295$270.3K0.26%+3,295New
Signaturefd, LLC3,329$273.0K0.01%+607+22.3%Added
Essex Savings Bank3,392$278.0K0.09%+3,392New
Manufacturers Life Insurance Company, The3,402$279.0K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC3,390$279.0K0.05%00.0%Unchanged
Keudell/Morrison Wealth Management3,450$283.0K0.11%+328+10.5%Added
Colonial River Wealth Management, LLC3,455$283.0K0.15%+3,455New
Guardian Capital LP3,502$287.0K0.01%+3,502New
Orion Portfolio Solutions, LLC3,501$287.0K0.01%+3,501New
Fortitude Advisory Group L.L.C.3,487$287.0K0.15%+3,487New
MA Private Wealth3,509$288.0K0.05%+18+0.5%Added
Teamwork Financial Advisors, LLC3,552$291.0K0.05%−254−6.7%Reduced
Flower City Capital3,550$295.0K0.29%+3,550New
Banque Cantonale Vaudoise3,600$296.0K0.01%00.0%Unchanged
Advisor Partners LLC3,629$298.0K0.02%−26−0.7%Reduced
Arrow Investment Advisors, LLC3,661$300.0K0.21%−334−8.4%Reduced
Campbell Wealth Management3,654$300.0K0.03%00.0%Unchanged
Glassman Wealth Services3,658$300.0K0.06%+94+2.6%Added
Mitchell Sinkler & Starr3,655$300.0K0.09%+225+6.6%Added
Inspire Advisors, LLC3,669$301.0K0.09%+207+6.0%Added
Larson Financial Group LLC3,683$302.0K0.05%+3,683New
Capital Planning Advisors, LLC3,688$303.0K0.06%+59+1.6%Added
Provence Wealth Management Group3,714$305.0K0.34%+3,714New
First Foundation Advisors3,742$307.0K0.01%−11−0.3%Reduced
Guardian Wealth Advisors, LLC3,769$309.0K0.13%+3,769New
Warther Private Wealth, LLC3,809$310.0K0.23%00.0%Unchanged
Plancorp, LLC3,783$310.0K0.02%+39+1.0%Added
HM Payson & Co3,796$311.0K0.01%+1,096+40.6%Added
High Falls Advisors, Inc3,797$312.0K0.08%00.0%Unchanged
Thrive Wealth Management, LLC3,807$312.0K0.11%+3,807New
Ameritas Advisory Services, LLC3,798$312.0K0.01%+3,798New
Aspire Wealth Management Corp3,800$312.0K0.25%+3,800New
TTP Investments, Inc.3,837$315.0K0.23%+3,837New
Silverlake Wealth Management LLC3,847$315.6K0.17%+3,847New
Illinois Municipal Retirement Fund3,858$317.0K0.01%00.0%Unchanged
Creative Financial Designs Inc3,858$317.0K0.05%+78+2.1%Added
Monterey Private Wealth, Inc.3,870$318.0K0.16%00.0%Unchanged
Ancora Advisors, LLC3,883$319.0K0.01%−10.0%Reduced
Lido Advisors, LLC3,907$320.0K0.01%−408−9.5%Reduced
LVW Advisors, LLC3,905$320.0K0.05%+108+2.8%Added
Brookstone Capital Management3,975$321.0K0.01%+520+15.1%Added
Clarity Financial LLC3,925$322.0K0.05%00.0%Unchanged
Good Life Advisors, LLC3,929$322.0K0.04%+532+15.7%Added
B. Metzler seel. Sohn & Co. AG3,975$326.0K0.00%+3,975New
Hilltop Holdings Inc.3,993$328.0K0.03%+3,993New
Horizon Wealth Management, LLC4,014$329.0K0.10%+4,014New
Symphony Financial, Ltd. Co.4,057$330.0K0.09%00.0%Unchanged
San Luis Wealth Advisors LLC4,086$335.0K0.34%00.0%Unchanged
Raleigh Capital Management Inc.4,091$335.0K0.34%+4,091New
Ignite Planners, LLC4,369$344.0K0.22%+4,369New
Doyle Wealth Management4,221$346.0K0.02%+10.0%Added
Personal Capital Advisors Corp4,213$346.0K0.00%+32+0.8%Added
Intrua Financial, LLC4,232$347.0K0.06%−274−6.1%Reduced
Ontario Teachers Pension Plan Board4,226$347.0K0.00%−88−2.0%Reduced
Garrison Asset Management, LLC4,227$347.0K0.19%+20.0%Added
Resources Investment Advisors, LLC.4,246$348.0K0.01%−1,807−29.9%Reduced
Vishria Bird Financial Group, LLC4,240$348.0K0.16%00.0%Unchanged
Arkadios Wealth Advisors4,246$348.0K0.05%+623+17.2%Added
Joel Isaacson & Co., LLC4,284$352.0K0.02%00.0%Unchanged
Retirement Planning Co of New England, Inc.4,292$352.0K0.17%+4,292New
Gilbert & Cook, Inc.4,318$354.0K0.06%+164+3.9%Added
Norinchukin Bank, The4,316$354.0K0.00%+356+9.0%Added
Procyon Private Wealth Partners, LLC4,424$363.0K0.08%−451−9.3%Reduced
Fifth Third Bancorp4,442$364.0K0.00%00.0%Unchanged
Alpha Cubed Investments, LLC4,450$365.0K0.02%+50+1.1%Added
D. E. Shaw & Co., Inc.4,445$365.0K0.00%+4,445New
Penserra Capital Management LLC4,482$367.0K0.01%+2,441+119.6%Added
Fca Corp4,470$367.0K0.12%+4,470New
BTC Capital Management, Inc.4,485$368.0K0.04%+1,162+35.0%Added
Dividend Assets Capital, LLC4,500$369.0K0.07%00.0%Unchanged
People's United Financial, Inc.4,510$370.0K0.01%−5,500−54.9%Reduced
David R. Rahn & Associates Inc.4,538$372.0K0.16%+56+1.2%Added
Kercheville Advisors, LLC4,550$373.0K0.16%00.0%Unchanged
Austin Private Wealth, LLC4,616$379.0K0.08%00.0%Unchanged
ARGI Investment Services, LLC4,623$379.0K0.01%+370+8.7%Added
Virtue Capital Management, LLC4,711$387.0K0.06%+185+4.1%Added
Summit Wealth Group, LLC4,741$389.0K0.44%+4,741New
UMA Financial Services, Inc.4,831$390.0K0.10%00.0%Unchanged
Parsons Capital Management Inc4,750$390.0K0.03%00.0%Unchanged
Buckingham Strategic Wealth, LLC4,761$391.0K0.01%−1,050−18.1%Reduced
Wedbush Securities Inc4,779$392.0K0.02%+578+13.8%Added
H&H Retirement Design & Management INC5,188$393.0K0.25%+129+2.5%Added
Verdence Capital Advisors LLC4,784$393.0K0.05%00.0%Unchanged
Main Street Financial Solutions, LLC4,787$393.0K0.06%+1,379+40.5%Added
We Are One Seven, LLC4,839$397.0K0.04%+380+8.5%Added
Meeder Asset Management Inc4,843$397.0K0.04%+148+3.2%Added
Cornerstone Wealth Group, LLC4,848$398.0K0.07%−1,001−17.1%Reduced
GPS Wealth Strategies Group, LLC4,845$398.0K0.09%−341−6.6%Reduced
RFG Advisory, LLC4,859$399.0K0.03%−2,637−35.2%Reduced