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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 48,416 | $3.97M | 0.23% | −3,597−6.9% | Reduced |
| Beacon Pointe Advisors, LLC | 48,532 | $3.98M | 0.10% | +108+0.2% | Added |
| Ensign Peak Advisors, Inc | 49,430 | $4.06M | 0.01% | +10,130+25.8% | Added |
| Hallmark Capital Management Inc | 50,001 | $4.10M | 0.33% | +180+0.4% | Added |
| Capitolis Advisors LLC | 50,214 | $4.12M | 0.02% | +50,214 | New |
| Arizona State Retirement System | 50,355 | $4.13M | 0.03% | +411+0.8% | Added |
| Nkcfo LLC | 50,400 | $4.13M | 1.33% | 00.0% | Unchanged |
| Pensionfund Sabic | 50,704 | $4.16M | 0.78% | 00.0% | Unchanged |
| NewSquare Capital LLC | 51,297 | $4.21M | 0.45% | +5,831+12.8% | Added |
| SEI Investments Co | 51,560 | $4.22M | 0.01% | +289+0.6% | Added |
| Allstate Corp | 51,391 | $4.22M | 0.08% | +28,237+122.0% | Added |
| MML Investors Services, LLC | 51,477 | $4.22M | 0.03% | +2,313+4.7% | Added |
| Mariner, LLC | 51,688 | $4.24M | 0.02% | +2,470+5.0% | Added |
| SOA Wealth Advisors, LLC. | 52,487 | $4.30M | 1.04% | −42−0.1% | Reduced |
| AdvisorNet Financial, Inc | 53,908 | $4.42M | 0.27% | +8,562+18.9% | Added |
| Cetera Investment Advisers | 54,297 | $4.46M | 0.06% | −934−1.7% | Reduced |
| Wellington Shields Capital Management, LLC | 54,541 | $4.47M | 0.57% | −192−0.4% | Reduced |
| Aviva PLC | 55,109 | $4.52M | 0.02% | −437−0.8% | Reduced |
| Bessemer Group Inc | 56,587 | $4.64M | 0.01% | 00.0% | Unchanged |
| Korea Investment CORP | 57,100 | $4.68M | 0.01% | +4,200+7.9% | Added |
| Squarepoint Ops LLC | 58,448 | $4.80M | 0.02% | +42,255+260.9% | Added |
| Guggenheim Capital LLC | 58,537 | $4.80M | 0.03% | −4,176−6.7% | Reduced |
| Toronto Dominion Bank | 58,594 | $4.81M | 0.01% | +5,802+11.0% | Added |
| Pensionfund DSM Netherlands | 59,800 | $4.91M | 0.57% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 60,551 | $4.97M | 0.26% | +1,030+1.7% | Added |
| Demars Financial Group, LLC | 61,614 | $5.05M | 2.68% | +2,308+3.9% | Added |
| Storebrand Asset Management AS | 62,361 | $5.12M | 0.02% | +432+0.7% | Added |
| DekaBank Deutsche Girozentrale | 64,237 | $5.27M | 0.01% | +36,579+132.3% | Added |
| Royal London Asset Management Ltd | 64,761 | $5.32M | 0.02% | 00.0% | Unchanged |
| FMR LLC | 65,388 | $5.37M | 0.00% | −4,054−5.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 66,068 | $5.42M | 1.14% | −3,404−4.9% | Reduced |
| Karpas Strategies, LLC | 66,408 | $5.45M | 1.75% | +8,583+14.8% | Added |
| Surevest, LLC | 69,358 | $5.69M | 1.35% | −158−0.2% | Reduced |
| Daiwa Securities Group Inc. | 69,355 | $5.69M | 0.03% | +5,370+8.4% | Added |
| Treasurer of the State of North Carolina | 69,513 | $5.70M | 0.03% | +930+1.4% | Added |
| Rock Point Advisors, LLC | 71,747 | $5.89M | 1.66% | −350.0% | Reduced |
| Forward Management, LLC | 72,600 | $5.96M | 0.57% | −30,200−29.4% | Reduced |
| AMP Capital Investors Ltd | 74,761 | $6.13M | 0.17% | −83,084−52.6% | Reduced |
| Blair William & Co | 75,036 | $6.16M | 0.02% | +13,097+21.1% | Added |
| Macquarie Group Ltd | 77,415 | $6.18M | 0.01% | −49,984−39.2% | Reduced |
| State of New Jersey Common Pension Fund D | 77,072 | $6.32M | 0.02% | −7,786−9.2% | Reduced |
| Standard Life Aberdeen plc | 78,435 | $6.44M | 0.01% | +4,664+6.3% | Added |
| Te Ahumairangi Investment Management Ltd | 82,052 | $6.73M | 0.87% | −2,500−3.0% | Reduced |
| Sheets Smith Wealth Management | 82,161 | $6.74M | 0.84% | +3,118+3.9% | Added |
| Forsta Ap-Fonden | 83,100 | $6.82M | 0.07% | −3,700−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 87,936 | $6.82M | 0.05% | −10,990−11.1% | Reduced |
| Qube Research & Technologies Ltd | 83,466 | $6.85M | 0.05% | +83,466 | New |
| HRT Financial LP | 83,521 | $6.85M | 0.04% | +83,521 | New |
| Employees Retirement System of Texas | 84,500 | $6.93M | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 85,153 | $6.99M | 0.03% | −2,868−3.3% | Reduced |
| GSI Capital Advisors LLC | 85,416 | $7.01M | 3.07% | −50,369−37.1% | Reduced |
| Susquehanna International Group, LLP | 86,269 | $7.08M | 0.01% | −43,215−33.4% | Reduced |
| Stifel Financial Corp | 88,118 | $7.23M | 0.01% | +985+1.1% | Added |
| BNP Paribas Arbitrage, SA | 89,752 | $7.36M | 0.02% | +5,304+6.3% | Added |
| EWG Elevate Inc. | 91,142 | $7.48M | 3.67% | +2,203+2.5% | Added |
| Hoylecohen, LLC | 91,681 | $7.52M | 0.63% | +3,295+3.7% | Added |
| TD Asset Management Inc | 92,183 | $7.56M | 0.01% | +4,118+4.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 92,705 | $7.61M | 0.10% | +20,000+27.5% | Added |
| Van Eck Associates Corp | 93,153 | $7.64M | 0.02% | +24,365+35.4% | Added |
| Cullen/Frost Bankers, Inc. | 93,677 | $7.70M | 0.15% | −358−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 94,009 | $7.71M | 0.02% | +18,756+24.9% | Added |
| State of Alaska, Department of Revenue | 94,495 | $7.75M | 0.07% | −107−0.1% | Reduced |
| Stony Point Wealth Management Inc. | 95,651 | $7.85M | 4.16% | +3,652+4.0% | Added |
| Allworth Financial LP | 97,141 | $7.97M | 0.11% | −6,540−6.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 103,733 | $8.51M | 0.02% | −418−0.4% | Reduced |
| Neuberger Berman Group LLC | 105,181 | $8.59M | 0.01% | +11,129+11.8% | Added |
| Gateway Investment Advisers LLC | 104,811 | $8.60M | 0.08% | +43,846+71.9% | Added |
| Nicholas Company, Inc. | 105,055 | $8.62M | 0.14% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 106,128 | $8.71M | 2.71% | −3,657−3.3% | Reduced |
| Janney Montgomery Scott LLC | 108,727 | $8.92M | 0.03% | +10,501+10.7% | Added |
| Andra AP-fonden | 109,600 | $8.99M | 0.18% | +5,400+5.2% | Added |
| Eaton Vance Management | 111,410 | $9.14M | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 116,198 | $9.53M | 0.19% | +6,447+5.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 122,924 | $9.99M | 0.04% | +8,977+7.9% | Added |
| Private Capital Advisors, Inc. | 128,725 | $10.6M | 1.68% | −2,476−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 135,330 | $11.1M | 0.22% | −558−0.4% | Reduced |
| State of Wisconsin Investment Board | 136,207 | $11.2M | 0.02% | +41,418+43.7% | Added |
| Franklin Resources Inc | 138,273 | $11.3M | 0.00% | −10,317−6.9% | Reduced |
| Commerce Bank | 138,337 | $11.3M | 0.07% | +1,898+1.4% | Added |
| Pictet Asset Management SA | 140,730 | $11.5M | 0.01% | −18,002−11.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 144,824 | $11.9M | 0.06% | +64,950+81.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 146,034 | $12.0M | 0.02% | +9,603+7.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 147,334 | $12.1M | 0.04% | −9,966−6.3% | Reduced |
| TruWealth Advisors, LLC | 147,640 | $12.1M | 1.23% | +5,946+4.2% | Added |
| Truist Financial Corp | 163,197 | $13.4M | 0.02% | −17,933−9.9% | Reduced |
| First Trust Advisors LP | 166,941 | $13.7M | 0.01% | +94,567+130.7% | Added |
| Gillson Capital LP | 172,330 | $14.1M | 0.92% | +10,236+6.3% | Added |
| Alliancebernstein L.P. | 174,593 | $14.3M | 0.01% | −92−0.1% | Reduced |
| Cbre Clarion Securities LLC | 179,400 | $14.7M | 0.21% | +6,700+3.9% | Added |
| Rhumbline Advisers | 180,697 | $14.8M | 0.02% | +5,767+3.3% | Added |
| Davenport & Co LLC | 184,870 | $15.2M | 0.10% | −2,767−1.5% | Reduced |
| New York State Common Retirement Fund | 187,692 | $15.4M | 0.02% | +3,150+1.7% | Added |
| Virginia Retirement Systems Et Al | 189,500 | $15.5M | 0.14% | +8,800+4.9% | Added |
| WealthPLAN Partners, LLC | 201,429 | $15.6M | 1.03% | +6,622+3.4% | Added |
| State Board of Administration of Florida Retirement System | 192,471 | $15.8M | 0.03% | +1,056+0.6% | Added |
| HSBC Holdings PLC | 197,888 | $16.2M | 0.02% | +2,814+1.4% | Added |
| NN Investment Partners Holdings N.V. | 199,165 | $16.3M | 0.08% | −11,100−5.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 206,300 | $16.9M | 0.08% | +3,580+1.8% | Added |
| Citadel Advisors LLC | 210,386 | $17.3M | 0.02% | +147,782+236.1% | Added |
| Nomura Asset Management Co Ltd | 210,865 | $17.3M | 0.09% | +9,650+4.8% | Added |