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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 18,764 | $1.54M | 0.05% | +3,569+23.5% | Added |
| Two Sigma Securities, LLC | 19,000 | $1.56M | 0.30% | +19,000 | New |
| Shell Asset Management Co | 19,037 | $1.56M | 0.03% | +4,568+31.6% | Added |
| Bennicas & Associates, Inc. | 19,200 | $1.57M | 0.82% | 00.0% | Unchanged |
| JB Capital LLC | 19,278 | $1.58M | 0.16% | +554+3.0% | Added |
| Amalgamated Bank | 19,288 | $1.58M | 0.01% | +10+0.1% | Added |
| Wellington Shields & Co., LLC | 19,302 | $1.58M | 0.32% | +766+4.1% | Added |
| V Wealth Advisors LLC | 19,342 | $1.59M | 0.23% | −1,849−8.7% | Reduced |
| Simplex Trading, LLC | 19,342 | $1.59M | 0.05% | +13,450+228.3% | Added |
| Independent Advisor Alliance | 19,588 | $1.61M | 0.08% | +452+2.4% | Added |
| Mountain Capital Investment Advisors, Inc | 20,299 | $1.61M | 0.73% | +5,585+38.0% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.61M | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 19,592 | $1.61M | 0.01% | +14,110+257.4% | Added |
| Belpointe Asset Management LLC | 19,609 | $1.61M | 0.10% | +139+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 19,634 | $1.61M | 0.00% | +19,634 | New |
| M&T Bank Corp | 19,666 | $1.61M | 0.01% | +3,217+19.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,767 | $1.62M | 0.38% | +19,767 | New |
| Atria Investments LLC | 19,785 | $1.62M | 0.03% | +3,159+19.0% | Added |
| Swiss Life Asset Management Ltd | 20,365 | $1.67M | 0.02% | +14,556+250.6% | Added |
| Centaurus Financial, Inc. | 20,492 | $1.68M | 0.13% | +220+1.1% | Added |
| JustInvest LLC | 20,942 | $1.72M | 0.10% | +13,582+184.5% | Added |
| Lockheed Martin Investment Management Co | 21,005 | $1.72M | 0.09% | +21,005 | New |
| Seeyond | 21,130 | $1.73M | 0.16% | −40−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.73M | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 21,424 | $1.75M | 0.15% | +1,277+6.3% | Added |
| Brooks, Moore & Associates, Inc. | 21,345 | $1.75M | 1.03% | +2,450+13.0% | Added |
| Wealthcare Advisory Partners LLC | 21,414 | $1.76M | 0.11% | +639+3.1% | Added |
| Schroder Investment Management Group | 21,512 | $1.76M | 0.00% | +8,124+60.7% | Added |
| Phraction Management LLC | 21,861 | $1.79M | 1.09% | +21,861 | New |
| Truvestments Capital LLC | 22,366 | $1.83M | 0.92% | +230+1.0% | Added |
| Graham Capital Wealth Management, LLC | 23,044 | $1.84M | 1.50% | +23,044 | New |
| Bank of Montreal | 22,543 | $1.85M | 0.00% | −80,947−78.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 22,751 | $1.85M | 0.09% | −1,202−5.0% | Reduced |
| Wellington Management Group LLP | 23,017 | $1.89M | 0.00% | +189+0.8% | Added |
| AQR Capital Management LLC | 23,605 | $1.94M | 0.00% | −1,088−4.4% | Reduced |
| Horan Capital Advisors, LLC. | 23,631 | $1.94M | 0.77% | −566−2.3% | Reduced |
| Moors & Cabot, Inc. | 24,237 | $1.99M | 0.12% | −558−2.3% | Reduced |
| Spirit of America Management Corp | 24,290 | $1.99M | 0.40% | 00.0% | Unchanged |
| Associated Banc-Corp | 24,800 | $2.04M | 0.07% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 24,957 | $2.05M | 0.16% | −2,586−9.4% | Reduced |
| Investmark Advisory Group LLC | 24,968 | $2.05M | 1.91% | +24,968 | New |
| Thrivent Financial for Lutherans | 25,114 | $2.06M | 0.00% | −29,965−54.4% | Reduced |
| IFM Investors Pty Ltd | 25,121 | $2.06M | 0.04% | −497−1.9% | Reduced |
| Employees Provident Fund Board | 25,500 | $2.09M | 0.03% | +25,500 | New |
| Wealthstar Advisors, LLC | 25,790 | $2.12M | 0.73% | −649−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 26,003 | $2.13M | 0.03% | −6,411−19.8% | Reduced |
| Holocene Advisors, LP | 26,420 | $2.17M | 0.01% | +12,720+92.8% | Added |
| V2 Financial group LLC | 26,587 | $2.18M | 1.69% | +400+1.5% | Added |
| DnB Asset Management AS | 27,150 | $2.23M | 0.01% | −1,734−6.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 27,155 | $2.23M | 0.01% | +1,800+7.1% | Added |
| United Capital Financial Advisers, LLC | 27,195 | $2.23M | 0.01% | +99+0.4% | Added |
| AE Wealth Management LLC | 27,241 | $2.23M | 0.02% | +6,681+32.5% | Added |
| Voya Investment Management LLC | 27,415 | $2.25M | 0.00% | −2,089−7.1% | Reduced |
| CWM Advisors, LLC | 27,572 | $2.26M | 0.26% | +1,244+4.7% | Added |
| SG Americas Securities, LLC | 27,976 | $2.29M | 0.02% | +5,526+24.6% | Added |
| Lakeview Capital Partners, LLC | 28,186 | $2.31M | 1.35% | +78+0.3% | Added |
| Herold Advisors, Inc. | 28,419 | $2.33M | 0.91% | +120.0% | Added |
| Wolverine Trading, LLC | 28,588 | $2.34M | 0.03% | −3,072−9.7% | Reduced |
| US Bancorp | 28,743 | $2.36M | 0.00% | −65−0.2% | Reduced |
| Mercer Global Advisors Inc | 29,043 | $2.38M | 0.01% | +260+0.9% | Added |
| TFG Advisers LLC | 29,227 | $2.40M | 1.05% | +921+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,119 | $2.47M | 0.05% | +4,333+16.8% | Added |
| Gradient Capital Advisors, LLC | 30,135 | $2.47M | 1.03% | +384+1.3% | Added |
| ProShare Advisors LLC | 30,835 | $2.53M | 0.00% | +3,089+11.1% | Added |
| Robeco Institutional Asset Management B.V. | 31,911 | $2.62M | 0.01% | −1,147−3.5% | Reduced |
| British Columbia Investment Management Corp | 32,433 | $2.66M | 0.01% | −352−1.1% | Reduced |
| Baird Financial Group, Inc. | 32,498 | $2.67M | 0.01% | +1,564+5.1% | Added |
| Utah Retirement Systems | 33,276 | $2.73M | 0.03% | +200+0.6% | Added |
| XML Financial, LLC | 33,320 | $2.73M | 0.33% | +1,788+5.7% | Added |
| Bensler, LLC | 33,685 | $2.76M | 0.77% | +33,685 | New |
| Victory Capital Management Inc | 33,709 | $2.77M | 0.00% | −878−2.5% | Reduced |
| SeaBridge Investment Advisors LLC | 33,894 | $2.78M | 0.89% | −3,022−8.2% | Reduced |
| National Asset Management, Inc. | 34,193 | $2.81M | 0.08% | +946+2.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,610 | $2.84M | 2.15% | −150−0.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 34,817 | $2.85M | 0.01% | −783−2.2% | Reduced |
| Janus Henderson Group PLC | 34,905 | $2.86M | 0.00% | −6,406−15.5% | Reduced |
| Weaver Consulting Group | 35,766 | $2.94M | 1.41% | +646+1.8% | Added |
| Teacher Retirement System of Texas | 35,855 | $2.94M | 0.01% | +7,254+25.4% | Added |
| Excalibur Management Corp | 35,932 | $2.95M | 1.19% | +358+1.0% | Added |
| Nissay Asset Management Corp | 37,104 | $3.04M | 0.02% | +2,043+5.8% | Added |
| Brown, Lisle/Cummings, Inc. | 37,729 | $3.10M | 1.55% | +37,729 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,734 | $3.10M | 0.03% | +1,796+5.0% | Added |
| Carnegie Capital Asset Management, LLC | 37,945 | $3.11M | 0.10% | +24,120+174.5% | Added |
| Creative Planning | 38,319 | $3.14M | 0.01% | −452−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 38,527 | $3.16M | 0.05% | −1,144−2.9% | Reduced |
| USS Investment Management Ltd | 38,738 | $3.18M | 0.03% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 39,436 | $3.24M | 0.29% | +25+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 39,389 | $3.27M | 1.29% | +681+1.8% | Added |
| First Republic Investment Management, Inc. | 41,230 | $3.38M | 0.01% | +6,074+17.3% | Added |
| Rench Wealth Management, Inc. | 41,694 | $3.42M | 1.54% | +233+0.6% | Added |
| Bahl & Gaynor Inc | 41,978 | $3.44M | 0.02% | −125−0.3% | Reduced |
| Capital Square, LLC | 43,975 | $3.54M | 2.45% | −2,608−5.6% | Reduced |
| Cozad Asset Management Inc | 43,459 | $3.57M | 0.51% | +81+0.2% | Added |
| Sonora Investment Management Group, LLC | 45,030 | $3.69M | 0.43% | +45,030 | New |
| Cetera Advisor Networks LLC | 45,048 | $3.70M | 0.05% | +2,972+7.1% | Added |
| The PNC Financial Services Group, Inc. | 45,251 | $3.71M | 0.00% | +50+0.1% | Added |
| Colonial Trust Advisors | 46,817 | $3.84M | 0.43% | +6,540+16.2% | Added |
| Hantz Financial Services, Inc. | 47,279 | $3.88M | 0.11% | +2,771+6.2% | Added |
| Private Advisor Group, LLC | 47,582 | $3.90M | 0.03% | −4,433−8.5% | Reduced |
| Russell Investments Group, Ltd. | 47,678 | $3.91M | 0.01% | +3,114+7.0% | Added |