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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 8,521 | $699.0K | 0.01% | +8,521 | New |
| Jane Street Group, LLC | 8,563 | $703.0K | 0.00% | −21,974−72.0% | Reduced |
| E. Ohman J:or Asset Management AB | 8,600 | $705.6K | 0.02% | +5,600+186.7% | Added |
| GraniteShares Advisors LLC | 8,651 | $709.0K | 0.33% | +8,651 | New |
| DuPont Capital Management Corp | 8,650 | $710.0K | 0.03% | −2,722−23.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,670 | $711.0K | 0.01% | −408−4.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,724 | $716.0K | 0.04% | +8,724 | New |
| Guyasuta Investment Advisors Inc | 8,783 | $721.0K | 0.05% | +65+0.7% | Added |
| Capital Investment Advisory Services, LLC | 8,808 | $723.0K | 0.09% | +579+7.0% | Added |
| Concord Wealth Partners | 8,810 | $723.0K | 0.18% | +3,891+79.1% | Added |
| Worldquant Millennium Advisors LLC | 8,845 | $726.0K | 0.01% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 8,878 | $728.0K | 0.52% | +8,878 | New |
| Stratos Wealth Partners, LTD. | 8,929 | $733.0K | 0.02% | +599+7.2% | Added |
| Prudential Financial Inc | 9,413 | $734.0K | 0.00% | −336−3.4% | Reduced |
| First Manhattan Co | 9,000 | $738.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,991 | $738.0K | 0.04% | +2,096+30.4% | Added |
| Alps Advisors Inc | 9,034 | $741.0K | 0.01% | −472−5.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,353 | $767.0K | 0.07% | +93+1.0% | Added |
| GWM Advisors LLC | 9,387 | $770.0K | 0.01% | +9,387 | New |
| First Midwest Bank Trust Division | 9,500 | $780.0K | 0.10% | +1,825+23.8% | Added |
| Advisory Services Network, LLC | 9,505 | $780.0K | 0.02% | +2,152+29.3% | Added |
| First City Capital Management, Inc. | 10,417 | $786.0K | 0.44% | +190+1.9% | Added |
| Pinnacle Financial Partners Inc | 9,650 | $791.0K | 0.02% | −950−9.0% | Reduced |
| First National Trust Co | 9,695 | $795.0K | 0.04% | +67+0.7% | Added |
| UBS Oconnor LLC | 9,800 | $804.0K | 0.01% | −14,150−59.1% | Reduced |
| Adams Wealth Management | 9,803 | $804.0K | 0.26% | −720−6.8% | Reduced |
| Rafferty Asset Management, LLC | 9,930 | $815.0K | 0.00% | −1,569−13.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $821.0K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 10,014 | $822.0K | 0.45% | 00.0% | Unchanged |
| Versor Investments LP | 10,100 | $829.0K | 0.03% | −3,100−23.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 10,100 | $829.0K | 0.27% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,098 | $829.0K | 0.07% | +2,082+26.0% | Added |
| Rockefeller Capital Management L.P. | 10,165 | $834.0K | 0.00% | +828+8.9% | Added |
| Patton Albertson Miller Group, LLC | 10,381 | $852.0K | 0.14% | +50.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $853.0K | 0.25% | 00.0% | Unchanged |
| KBC Group NV | 10,410 | $854.0K | 0.00% | −15,441−59.7% | Reduced |
| Natixis | 10,436 | $856.0K | 0.00% | +3,801+57.3% | Added |
| Vident Investment Advisory, LLC | 10,494 | $861.0K | 0.02% | +67+0.6% | Added |
| Columbia Asset Management | 10,505 | $862.0K | 0.18% | −550−5.0% | Reduced |
| Hudson Portfolio Management LLC | 10,845 | $889.0K | 0.79% | −75−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 10,837 | $889.0K | 0.13% | +10,837 | New |
| Sawyer & Company, Inc | 10,895 | $894.0K | 0.39% | −475−4.2% | Reduced |
| Yousif Capital Management, LLC | 11,078 | $909.0K | 0.01% | +11,078 | New |
| D.A. Davidson & Co. | 11,094 | $910.0K | 0.01% | +130+1.2% | Added |
| Old Port Advisors | 11,309 | $912.0K | 0.31% | +455+4.2% | Added |
| SRS Capital Advisors, Inc. | 11,126 | $913.0K | 0.12% | +134+1.2% | Added |
| MKT Advisors LLC | 12,074 | $913.0K | 0.72% | +12,074 | New |
| Raymond James Trust N.A. | 11,324 | $929.0K | 0.03% | −620−5.2% | Reduced |
| C2C Wealth Management, LLC | 11,728 | $962.0K | 0.14% | +11,728 | New |
| Sigma Planning Corp | 11,869 | $974.0K | 0.03% | −186−1.5% | Reduced |
| Vista Investment Management | 11,911 | $977.0K | 0.53% | −58−0.5% | Reduced |
| Wambolt & Associates, LLC | 11,955 | $981.0K | 0.35% | −161−1.3% | Reduced |
| Client 1st Advisory Group, LLC | 12,094 | $992.0K | 0.48% | −19−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 12,166 | $998.0K | 0.00% | +12,166 | New |
| Cooper Financial Group | 12,367 | $1.01M | 0.38% | −1,214−8.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,400 | $1.02M | 0.02% | +250+2.1% | Added |
| Impax Asset Management Group plc | 12,452 | $1.02M | 0.00% | −994−7.4% | Reduced |
| Camden Capital, LLC | 12,491 | $1.02M | 0.22% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 12,686 | $1.04M | 0.04% | +251+2.0% | Added |
| NEIRG Wealth Management, LLC | 12,786 | $1.05M | 0.20% | +12,786 | New |
| Harbor Investment Advisory, LLC | 12,956 | $1.06M | 0.13% | −132−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 13,235 | $1.09M | 0.03% | +784+6.3% | Added |
| J.W. Cole Advisors, Inc. | 13,453 | $1.10M | 0.07% | −1,447−9.7% | Reduced |
| Candriam Luxembourg S.C.A. | 13,828 | $1.14M | 0.01% | −1,388−9.1% | Reduced |
| Madison Wealth Management | 14,000 | $1.15M | 0.23% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 14,029 | $1.15M | 0.50% | +70+0.5% | Added |
| Boothbay Fund Management, LLC | 14,056 | $1.15M | 0.04% | −6,512−31.7% | Reduced |
| Tectonic Advisors LLC | 14,053 | $1.15M | 0.21% | +6,768+92.9% | Added |
| Steward Partners Investment Advisory, LLC | 14,092 | $1.16M | 0.02% | −86−0.6% | Reduced |
| Maryland State Retirement & Pension System | 14,172 | $1.16M | 0.03% | +817+6.1% | Added |
| RMB Capital Management, LLC | 14,278 | $1.17M | 0.04% | −8,583−37.5% | Reduced |
| Equitable Holdings, Inc. | 14,295 | $1.17M | 0.02% | +283+2.0% | Added |
| Cornerstone Wealth Management, LLC | 14,351 | $1.18M | 0.11% | −774−5.1% | Reduced |
| AlphaCrest Capital Management LLC | 14,422 | $1.18M | 0.04% | +1,148+8.6% | Added |
| Stephens Inc | 14,541 | $1.19M | 0.02% | −723−4.7% | Reduced |
| CWM, LLC | 14,589 | $1.20M | 0.01% | +14,589 | New |
| Westpac Banking Corp | 14,790 | $1.21M | 0.01% | +327+2.3% | Added |
| Richard P Slaughter Associates Inc | 15,471 | $1.27M | 0.45% | +147+1.0% | Added |
| Founders Financial Alliance, LLC | 15,579 | $1.28M | 0.51% | +362+2.4% | Added |
| Lazard Asset Management LLC | 15,719 | $1.29M | 0.00% | +975+6.6% | Added |
| FLC Capital Advisors | 15,854 | $1.30M | 0.36% | −407−2.5% | Reduced |
| Metropolitan Life Insurance Co | 15,969 | $1.31M | 0.02% | +64+0.4% | Added |
| Mackenzie Financial Corp | 16,020 | $1.31M | 0.00% | −128−0.8% | Reduced |
| Oak Harvest Investment Services | 16,029 | $1.31M | 0.33% | −743−4.4% | Reduced |
| EP Wealth Advisors, LLC | 16,068 | $1.32M | 0.03% | −1,412−8.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,492 | $1.35M | 0.27% | +667+4.2% | Added |
| Texas Yale Capital Corp. | 16,510 | $1.35M | 0.07% | +60.0% | Added |
| Panagora Asset Management Inc | 16,550 | $1.36M | 0.01% | −1,596−8.8% | Reduced |
| Griffin Asset Management, Inc. | 16,796 | $1.38M | 0.17% | −694−4.0% | Reduced |
| Principal Financial Group Inc | 16,857 | $1.38M | 0.00% | −1,710−9.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,870 | $1.38M | 0.01% | +16,870 | New |
| Integrated Wealth Concepts LLC | 17,028 | $1.40M | 0.04% | +542+3.3% | Added |
| Alpha Omega Wealth Management LLC | 17,653 | $1.41M | 0.22% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 17,190 | $1.41M | 0.64% | +1,867+12.2% | Added |
| RB Capital Management, LLC | 17,493 | $1.44M | 0.45% | +1,126+6.9% | Added |
| Redpoint Investment Management Pty Ltd | 17,825 | $1.46M | 0.12% | +486+2.8% | Added |
| Colony Group LLC | 18,115 | $1.49M | 0.03% | +147+0.8% | Added |
| Flagship Private Wealth, LLC | 18,257 | $1.50M | 1.09% | +50.0% | Added |
| Brinker Capital Investments, LLC | 18,675 | $1.53M | 0.02% | −1,285−6.4% | Reduced |
| Cubist Systematic Strategies, LLC | 18,707 | $1.53M | 0.01% | −4,062−17.8% | Reduced |