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 |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 105,055 | $8.62M | 0.14% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 104,811 | $8.60M | 0.08% | +43,846+71.9% | Added |
| Neuberger Berman Group LLC | 105,181 | $8.59M | 0.01% | +11,129+11.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 103,733 | $8.51M | 0.02% | −418−0.4% | Reduced |
| Allworth Financial LP | 97,141 | $7.97M | 0.11% | −6,540−6.3% | Reduced |
| Stony Point Wealth Management Inc. | 95,651 | $7.85M | 4.16% | +3,652+4.0% | Added |
| State of Alaska, Department of Revenue | 94,495 | $7.75M | 0.07% | −107−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 94,009 | $7.71M | 0.02% | +18,756+24.9% | Added |
| Cullen/Frost Bankers, Inc. | 93,677 | $7.70M | 0.15% | −358−0.4% | Reduced |
| Van Eck Associates Corp | 93,153 | $7.64M | 0.02% | +24,365+35.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 92,705 | $7.61M | 0.10% | +20,000+27.5% | Added |
| TD Asset Management Inc | 92,183 | $7.56M | 0.01% | +4,118+4.7% | Added |
| Hoylecohen, LLC | 91,681 | $7.52M | 0.63% | +3,295+3.7% | Added |
| EWG Elevate Inc. | 91,142 | $7.48M | 3.67% | +2,203+2.5% | Added |
| BNP Paribas Arbitrage, SA | 89,752 | $7.36M | 0.02% | +5,304+6.3% | Added |
| Stifel Financial Corp | 88,118 | $7.23M | 0.01% | +985+1.1% | Added |
| Susquehanna International Group, LLP | 86,269 | $7.08M | 0.01% | −43,215−33.4% | Reduced |
| GSI Capital Advisors LLC | 85,416 | $7.01M | 3.07% | −50,369−37.1% | Reduced |
| Handelsbanken Fonder AB | 85,153 | $6.99M | 0.03% | −2,868−3.3% | Reduced |
| Employees Retirement System of Texas | 84,500 | $6.93M | 0.08% | 00.0% | Unchanged |
| HRT Financial LP | 83,521 | $6.85M | 0.04% | +83,521 | New |
| Qube Research & Technologies Ltd | 83,466 | $6.85M | 0.05% | +83,466 | New |
| Nisa Investment Advisors, LLC | 87,936 | $6.82M | 0.05% | −10,990−11.1% | Reduced |
| Forsta Ap-Fonden | 83,100 | $6.82M | 0.07% | −3,700−4.3% | Reduced |
| Sheets Smith Wealth Management | 82,161 | $6.74M | 0.84% | +3,118+3.9% | Added |
| Te Ahumairangi Investment Management Ltd | 82,052 | $6.73M | 0.87% | −2,500−3.0% | Reduced |
| Standard Life Aberdeen plc | 78,435 | $6.44M | 0.01% | +4,664+6.3% | Added |
| State of New Jersey Common Pension Fund D | 77,072 | $6.32M | 0.02% | −7,786−9.2% | Reduced |
| Macquarie Group Ltd | 77,415 | $6.18M | 0.01% | −49,984−39.2% | Reduced |
| Blair William & Co | 75,036 | $6.16M | 0.02% | +13,097+21.1% | Added |
| AMP Capital Investors Ltd | 74,761 | $6.13M | 0.17% | −83,084−52.6% | Reduced |
| Forward Management, LLC | 72,600 | $5.96M | 0.57% | −30,200−29.4% | Reduced |
| Rock Point Advisors, LLC | 71,747 | $5.89M | 1.66% | −350.0% | Reduced |
| Treasurer of the State of North Carolina | 69,513 | $5.70M | 0.03% | +930+1.4% | 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 |
| Karpas Strategies, LLC | 66,408 | $5.45M | 1.75% | +8,583+14.8% | Added |
| Inspirion Wealth Advisors, LLC | 66,068 | $5.42M | 1.14% | −3,404−4.9% | Reduced |
| FMR LLC | 65,388 | $5.37M | 0.00% | −4,054−5.8% | Reduced |
| Royal London Asset Management Ltd | 64,761 | $5.32M | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 64,237 | $5.27M | 0.01% | +36,579+132.3% | Added |
| Storebrand Asset Management AS | 62,361 | $5.12M | 0.02% | +432+0.7% | Added |
| Demars Financial Group, LLC | 61,614 | $5.05M | 2.68% | +2,308+3.9% | Added |
| Mutual Advisors, LLC | 60,551 | $4.97M | 0.26% | +1,030+1.7% | Added |
| Pensionfund DSM Netherlands | 59,800 | $4.91M | 0.57% | 00.0% | Unchanged |
| Toronto Dominion Bank | 58,594 | $4.81M | 0.01% | +5,802+11.0% | Added |
| Guggenheim Capital LLC | 58,537 | $4.80M | 0.03% | −4,176−6.7% | Reduced |
| Squarepoint Ops LLC | 58,448 | $4.80M | 0.02% | +42,255+260.9% | Added |
| Korea Investment CORP | 57,100 | $4.68M | 0.01% | +4,200+7.9% | Added |
| Bessemer Group Inc | 56,587 | $4.64M | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 55,109 | $4.52M | 0.02% | −437−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 54,541 | $4.47M | 0.57% | −192−0.4% | Reduced |
| Cetera Investment Advisers | 54,297 | $4.46M | 0.06% | −934−1.7% | Reduced |
| AdvisorNet Financial, Inc | 53,908 | $4.42M | 0.27% | +8,562+18.9% | Added |
| SOA Wealth Advisors, LLC. | 52,487 | $4.30M | 1.04% | −42−0.1% | Reduced |
| Mariner, LLC | 51,688 | $4.24M | 0.02% | +2,470+5.0% | Added |
| MML Investors Services, LLC | 51,477 | $4.22M | 0.03% | +2,313+4.7% | 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 |
| NewSquare Capital LLC | 51,297 | $4.21M | 0.45% | +5,831+12.8% | Added |
| Pensionfund Sabic | 50,704 | $4.16M | 0.78% | 00.0% | Unchanged |
| Nkcfo LLC | 50,400 | $4.13M | 1.33% | 00.0% | Unchanged |
| Arizona State Retirement System | 50,355 | $4.13M | 0.03% | +411+0.8% | Added |
| Capitolis Advisors LLC | 50,214 | $4.12M | 0.02% | +50,214 | New |
| Hallmark Capital Management Inc | 50,001 | $4.10M | 0.33% | +180+0.4% | Added |
| Ensign Peak Advisors, Inc | 49,430 | $4.06M | 0.01% | +10,130+25.8% | Added |
| Beacon Pointe Advisors, LLC | 48,532 | $3.98M | 0.10% | +108+0.2% | Added |
| Meritage Portfolio Management | 48,416 | $3.97M | 0.23% | −3,597−6.9% | Reduced |
| Russell Investments Group, Ltd. | 47,678 | $3.91M | 0.01% | +3,114+7.0% | Added |
| Private Advisor Group, LLC | 47,582 | $3.90M | 0.03% | −4,433−8.5% | Reduced |
| Hantz Financial Services, Inc. | 47,279 | $3.88M | 0.11% | +2,771+6.2% | Added |
| Colonial Trust Advisors | 46,817 | $3.84M | 0.43% | +6,540+16.2% | Added |
| The PNC Financial Services Group, Inc. | 45,251 | $3.71M | 0.00% | +50+0.1% | Added |
| Cetera Advisor Networks LLC | 45,048 | $3.70M | 0.05% | +2,972+7.1% | Added |
| Sonora Investment Management Group, LLC | 45,030 | $3.69M | 0.43% | +45,030 | New |
| Cozad Asset Management Inc | 43,459 | $3.57M | 0.51% | +81+0.2% | Added |
| Capital Square, LLC | 43,975 | $3.54M | 2.45% | −2,608−5.6% | Reduced |
| Bahl & Gaynor Inc | 41,978 | $3.44M | 0.02% | −125−0.3% | Reduced |
| Rench Wealth Management, Inc. | 41,694 | $3.42M | 1.54% | +233+0.6% | Added |
| First Republic Investment Management, Inc. | 41,230 | $3.38M | 0.01% | +6,074+17.3% | Added |
| RPg Family Wealth Advisory, LLC | 39,389 | $3.27M | 1.29% | +681+1.8% | Added |
| Evanson Asset Management, LLC | 39,436 | $3.24M | 0.29% | +25+0.1% | Added |
| USS Investment Management Ltd | 38,738 | $3.18M | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 38,527 | $3.16M | 0.05% | −1,144−2.9% | Reduced |
| Creative Planning | 38,319 | $3.14M | 0.01% | −452−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 37,945 | $3.11M | 0.10% | +24,120+174.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,734 | $3.10M | 0.03% | +1,796+5.0% | Added |
| Brown, Lisle/Cummings, Inc. | 37,729 | $3.10M | 1.55% | +37,729 | New |
| Nissay Asset Management Corp | 37,104 | $3.04M | 0.02% | +2,043+5.8% | Added |
| Excalibur Management Corp | 35,932 | $2.95M | 1.19% | +358+1.0% | Added |
| Teacher Retirement System of Texas | 35,855 | $2.94M | 0.01% | +7,254+25.4% | Added |
| Weaver Consulting Group | 35,766 | $2.94M | 1.41% | +646+1.8% | Added |
| Janus Henderson Group PLC | 34,905 | $2.86M | 0.00% | −6,406−15.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 34,817 | $2.85M | 0.01% | −783−2.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,610 | $2.84M | 2.15% | −150−0.4% | Reduced |
| National Asset Management, Inc. | 34,193 | $2.81M | 0.08% | +946+2.8% | Added |
| SeaBridge Investment Advisors LLC | 33,894 | $2.78M | 0.89% | −3,022−8.2% | Reduced |
| Victory Capital Management Inc | 33,709 | $2.77M | 0.00% | −878−2.5% | Reduced |
| Bensler, LLC | 33,685 | $2.76M | 0.77% | +33,685 | New |
| XML Financial, LLC | 33,320 | $2.73M | 0.33% | +1,788+5.7% | Added |