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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 4,900 | $402.0K | 0.03% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 4,995 | $409.0K | 0.34% | +4,995 | New |
| G2 Capital Management, LLC | 5,000 | $410.0K | 0.15% | +5,000 | New |
| MV Capital Management, Inc. | 5,083 | $417.0K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 5,100 | $418.0K | 0.03% | +1,510+42.1% | Added |
| Proequities, Inc. | 5,069 | $421.0K | 0.02% | +927+22.4% | Added |
| Hancock Whitney Investment Services Inc. | 5,193 | $421.0K | 0.07% | +5,193 | New |
| HBW Advisory Services LLC | 5,158 | $423.0K | 0.10% | −863−14.3% | Reduced |
| Clearview Wealth Advisors LLC | 5,183 | $425.0K | 0.26% | +302+6.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,221 | $428.0K | 0.03% | +808+18.3% | Added |
| Chesley Taft & Associates LLC | 5,245 | $430.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 5,252 | $431.0K | 0.00% | −225−4.1% | Reduced |
| Naples Global Advisors, LLC | 5,290 | $434.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,344 | $438.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,373 | $440.0K | 0.30% | +5,373 | New |
| Ahrens Investment Partners LLC | 5,412 | $444.0K | 0.20% | −483−8.2% | Reduced |
| Diligent Investors, LLC | 5,482 | $450.0K | 0.13% | +18+0.3% | Added |
| Woodward Diversified Capital, LLC | 5,503 | $452.0K | 0.27% | +607+12.4% | Added |
| Sawtooth Solutions, LLC | 5,508 | $452.0K | 0.05% | +5,508 | New |
| Valeo Financial Advisors, LLC | 5,513 | $452.0K | 0.02% | +5,513 | New |
| Capital Investment Advisors, LLC | 5,525 | $453.0K | 0.01% | −194−3.4% | Reduced |
| DF Dent & Co Inc | 5,525 | $453.0K | 0.00% | +10+0.2% | Added |
| Fisher Asset Management, LLC | 5,549 | $455.0K | 0.00% | −739−11.8% | Reduced |
| Kathmere Capital Management, LLC | 5,542 | $455.0K | 0.08% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 5,633 | $462.0K | 0.06% | +5,633 | New |
| Profund Advisors LLC | 5,755 | $472.0K | 0.02% | −12,374−68.3% | Reduced |
| Covington Capital Management | 5,754 | $472.0K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,782 | $474.0K | 0.05% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 5,835 | $478.0K | 0.32% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,854 | $480.0K | 0.10% | +1,356+30.1% | Added |
| Fiera Capital Corp | 5,906 | $484.0K | 0.00% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 5,906 | $484.0K | 0.07% | +517+9.6% | Added |
| Kalos Management, Inc. | 6,251 | $485.0K | 0.13% | +122+2.0% | Added |
| Flagship Harbor Advisors, LLC | 5,944 | $488.0K | 0.05% | −3,581−37.6% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 5,971 | $490.0K | 0.54% | −100−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 5,996 | $492.0K | 0.01% | +5,996 | New |
| Knott David M Jr | 6,000 | $492.0K | 0.19% | +6,000 | New |
| Detalus Advisors, LLC | 6,133 | $503.0K | 0.24% | +15+0.2% | Added |
| Jacobi Capital Management LLC | 6,158 | $505.0K | 0.06% | +251+4.2% | Added |
| First Quadrant L P | 6,191 | $508.0K | 0.05% | 00.0% | Unchanged |
| Lincoln National Corp | 6,195 | $508.0K | 0.01% | +1,658+36.5% | Added |
| Morse Asset Management, Inc | 6,200 | $509.0K | 0.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,151 | $511.0K | 0.05% | +117+1.9% | Added |
| Insight 2811, Inc. | 6,234 | $511.0K | 0.29% | +215+3.6% | Added |
| Pearl River Capital, LLC | 6,252 | $513.0K | 0.14% | −6,693−51.7% | Reduced |
| D.B. Root & Company, LLC | 6,282 | $515.0K | 0.19% | +262+4.4% | Added |
| Yorktown Management & Research Co Inc | 6,300 | $517.0K | 0.35% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 6,301 | $517.0K | 0.01% | +6,301 | New |
| IHT Wealth Management, LLC | 6,356 | $521.0K | 0.04% | −629−9.0% | Reduced |
| B. Riley Wealth Management, Inc. | 6,374 | $523.0K | 0.04% | +12+0.2% | Added |
| Mirador Capital Partners LP | 6,373 | $523.0K | 0.11% | +201+3.3% | Added |
| Los Angeles Capital Management LLC | 6,426 | $527.0K | 0.00% | −150−2.3% | Reduced |
| Harrell Investment Partners, LLC | 6,430 | $528.0K | 0.16% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,455 | $530.0K | 0.42% | +3,168+96.4% | Added |
| Allen Capital Group, LLC | 6,547 | $537.0K | 0.08% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,632 | $544.0K | 0.18% | +1,100+19.9% | Added |
| Kaizen Financial Strategies | 6,680 | $548.0K | 0.41% | +90+1.4% | Added |
| Wexford Capital LP | 6,699 | $550.0K | 0.06% | +6,699 | New |
| Argent Trust Co | 6,719 | $551.0K | 0.03% | +737+12.3% | Added |
| International Assets Investment Management, LLC | 6,744 | $553.0K | 0.10% | +199+3.0% | Added |
| Boston Financial Mangement LLC | 6,770 | $555.0K | 0.02% | +1,270+23.1% | Added |
| Verition Fund Management LLC | 6,816 | $559.0K | 0.01% | −6,010−46.9% | Reduced |
| Regions Financial Corp | 6,807 | $559.0K | 0.00% | +285+4.4% | Added |
| Brown Advisory Securities, LLC | 6,846 | $562.0K | 0.24% | −1,496−17.9% | Reduced |
| Cullen Capital Management LLC | 6,885 | $565.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,901 | $566.0K | 0.22% | +6,901 | New |
| Philadelphia Trust Co | 7,000 | $574.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 7,025 | $576.0K | 0.27% | 00.0% | Unchanged |
| Madden Securities Corp | 7,100 | $583.0K | 0.27% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 7,121 | $584.0K | 0.71% | −1,850−20.6% | Reduced |
| Sunbelt Securities, Inc. | 7,826 | $584.0K | 0.09% | +599+8.3% | Added |
| Private Trust Co NA | 7,116 | $584.0K | 0.08% | +170+2.4% | Added |
| Kovack Advisors, Inc. | 7,182 | $589.0K | 0.06% | −1,181−14.1% | Reduced |
| All Season Financial Advisors, Inc. | 7,199 | $591.0K | 0.41% | −933−11.5% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $591.0K | 0.23% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 7,208 | $591.0K | 0.52% | +7,208 | New |
| Comerica Bank | 7,798 | $592.0K | 0.00% | −11,033−58.6% | Reduced |
| Community Capital Management, Inc. | 15,700 | $600.0K | 0.64% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,340 | $602.0K | 0.03% | 00.0% | Unchanged |
| APG Asset Management N.V. | 8,357 | $603.0K | 0.00% | −3,400−28.9% | Reduced |
| Glenmede Trust Co NA | 7,412 | $608.0K | 0.00% | +500+7.2% | Added |
| Independent Financial Group, LLC | 7,432 | $609.8K | 0.05% | +2,262+43.8% | Added |
| Archer Investment Corp | 7,553 | $619.7K | 0.21% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,594 | $623.0K | 0.01% | −13,945−64.7% | Reduced |
| Bluefin Capital Management, LLC | 7,600 | $624.0K | 0.05% | +7,600 | New |
| Wealthspan Partners, LLC | 7,759 | $637.0K | 0.56% | +7,759 | New |
| Granite Bay Wealth Management, LLC | 7,773 | $638.0K | 0.63% | +7,773 | New |
| TD Private Client Wealth LLC | 7,831 | $642.5K | 0.03% | +1,669+27.1% | Added |
| NEXT Financial Group, Inc | 7,853 | $644.0K | 0.04% | +1,047+15.4% | Added |
| Cerity Partners LLC | 4,908 | $646.0K | 0.01% | +1,940+65.4% | Added |
| Coldstream Capital Management Inc | 7,897 | $648.0K | 0.02% | −13,690−63.4% | Reduced |
| Ayrshire Capital Management LLC | 7,998 | $656.0K | 0.33% | +110+1.4% | Added |
| Crestwood Advisors Group LLC | 8,005 | $657.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,155 | $669.0K | 0.00% | +961+13.4% | Added |
| Axxcess Wealth Management, LLC | 8,221 | $675.0K | 0.05% | +8,221 | New |
| American Portfolios Advisors | 8,231 | $675.4K | 0.02% | +1,569+23.6% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $677.0K | 0.30% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8,307 | $682.0K | 0.27% | +1,000+13.7% | Added |
| First Heartland Consultants, Inc. | 8,339 | $684.0K | 0.09% | −102−1.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,438 | $692.0K | 0.05% | +2,564+43.6% | Added |