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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 33,276 | $2.73M | 0.03% | +200+0.6% | Added |
| Baird Financial Group, Inc. | 32,498 | $2.67M | 0.01% | +1,564+5.1% | Added |
| British Columbia Investment Management Corp | 32,433 | $2.66M | 0.01% | −352−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 31,911 | $2.62M | 0.01% | −1,147−3.5% | Reduced |
| ProShare Advisors LLC | 30,835 | $2.53M | 0.00% | +3,089+11.1% | Added |
| Gradient Capital Advisors, LLC | 30,135 | $2.47M | 1.03% | +384+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,119 | $2.47M | 0.05% | +4,333+16.8% | Added |
| TFG Advisers LLC | 29,227 | $2.40M | 1.05% | +921+3.3% | Added |
| Mercer Global Advisors Inc | 29,043 | $2.38M | 0.01% | +260+0.9% | Added |
| US Bancorp | 28,743 | $2.36M | 0.00% | −65−0.2% | Reduced |
| Wolverine Trading, LLC | 28,588 | $2.34M | 0.03% | −3,072−9.7% | Reduced |
| Herold Advisors, Inc. | 28,419 | $2.33M | 0.91% | +120.0% | Added |
| Lakeview Capital Partners, LLC | 28,186 | $2.31M | 1.35% | +78+0.3% | Added |
| SG Americas Securities, LLC | 27,976 | $2.29M | 0.02% | +5,526+24.6% | Added |
| CWM Advisors, LLC | 27,572 | $2.26M | 0.26% | +1,244+4.7% | Added |
| Voya Investment Management LLC | 27,415 | $2.25M | 0.00% | −2,089−7.1% | Reduced |
| AE Wealth Management LLC | 27,241 | $2.23M | 0.02% | +6,681+32.5% | Added |
| United Capital Financial Advisers, LLC | 27,195 | $2.23M | 0.01% | +99+0.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 27,155 | $2.23M | 0.01% | +1,800+7.1% | Added |
| DnB Asset Management AS | 27,150 | $2.23M | 0.01% | −1,734−6.0% | Reduced |
| V2 Financial group LLC | 26,587 | $2.18M | 1.69% | +400+1.5% | Added |
| Holocene Advisors, LP | 26,420 | $2.17M | 0.01% | +12,720+92.8% | Added |
| Gulf International Bank (UK) Ltd | 26,003 | $2.13M | 0.03% | −6,411−19.8% | Reduced |
| Wealthstar Advisors, LLC | 25,790 | $2.12M | 0.73% | −649−2.5% | Reduced |
| Employees Provident Fund Board | 25,500 | $2.09M | 0.03% | +25,500 | 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 |
| 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 |
| Associated Banc-Corp | 24,800 | $2.04M | 0.07% | 00.0% | Unchanged |
| Spirit of America Management Corp | 24,290 | $1.99M | 0.40% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 24,237 | $1.99M | 0.12% | −558−2.3% | Reduced |
| Horan Capital Advisors, LLC. | 23,631 | $1.94M | 0.77% | −566−2.3% | Reduced |
| AQR Capital Management LLC | 23,605 | $1.94M | 0.00% | −1,088−4.4% | Reduced |
| Wellington Management Group LLP | 23,017 | $1.89M | 0.00% | +189+0.8% | Added |
| Strategic Wealth Advisors Group, LLC | 22,751 | $1.85M | 0.09% | −1,202−5.0% | Reduced |
| Bank of Montreal | 22,543 | $1.85M | 0.00% | −80,947−78.2% | Reduced |
| Graham Capital Wealth Management, LLC | 23,044 | $1.84M | 1.50% | +23,044 | New |
| Truvestments Capital LLC | 22,366 | $1.83M | 0.92% | +230+1.0% | Added |
| Phraction Management LLC | 21,861 | $1.79M | 1.09% | +21,861 | New |
| Schroder Investment Management Group | 21,512 | $1.76M | 0.00% | +8,124+60.7% | Added |
| Wealthcare Advisory Partners LLC | 21,414 | $1.76M | 0.11% | +639+3.1% | Added |
| 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 |
| 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 |
| Lockheed Martin Investment Management Co | 21,005 | $1.72M | 0.09% | +21,005 | New |
| JustInvest LLC | 20,942 | $1.72M | 0.10% | +13,582+184.5% | Added |
| Centaurus Financial, Inc. | 20,492 | $1.68M | 0.13% | +220+1.1% | Added |
| Swiss Life Asset Management Ltd | 20,365 | $1.67M | 0.02% | +14,556+250.6% | Added |
| Atria Investments LLC | 19,785 | $1.62M | 0.03% | +3,159+19.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,767 | $1.62M | 0.38% | +19,767 | New |
| M&T Bank Corp | 19,666 | $1.61M | 0.01% | +3,217+19.6% | Added |
| Allspring Global Investments Holdings, LLC | 19,634 | $1.61M | 0.00% | +19,634 | New |
| Belpointe Asset Management LLC | 19,609 | $1.61M | 0.10% | +139+0.7% | 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 |
| 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 |
| 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 |
| Wellington Shields & Co., LLC | 19,302 | $1.58M | 0.32% | +766+4.1% | Added |
| Amalgamated Bank | 19,288 | $1.58M | 0.01% | +10+0.1% | Added |
| JB Capital LLC | 19,278 | $1.58M | 0.16% | +554+3.0% | Added |
| Bennicas & Associates, Inc. | 19,200 | $1.57M | 0.82% | 00.0% | Unchanged |
| Shell Asset Management Co | 19,037 | $1.56M | 0.03% | +4,568+31.6% | Added |
| Two Sigma Securities, LLC | 19,000 | $1.56M | 0.30% | +19,000 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 18,764 | $1.54M | 0.05% | +3,569+23.5% | Added |
| Cubist Systematic Strategies, LLC | 18,707 | $1.53M | 0.01% | −4,062−17.8% | Reduced |
| Brinker Capital Investments, LLC | 18,675 | $1.53M | 0.02% | −1,285−6.4% | Reduced |
| Flagship Private Wealth, LLC | 18,257 | $1.50M | 1.09% | +50.0% | Added |
| Colony Group LLC | 18,115 | $1.49M | 0.03% | +147+0.8% | Added |
| Redpoint Investment Management Pty Ltd | 17,825 | $1.46M | 0.12% | +486+2.8% | Added |
| RB Capital Management, LLC | 17,493 | $1.44M | 0.45% | +1,126+6.9% | Added |
| Total Clarity Wealth Management, Inc. | 17,190 | $1.41M | 0.64% | +1,867+12.2% | Added |
| Alpha Omega Wealth Management LLC | 17,653 | $1.41M | 0.22% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,028 | $1.40M | 0.04% | +542+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,870 | $1.38M | 0.01% | +16,870 | New |
| Principal Financial Group Inc | 16,857 | $1.38M | 0.00% | −1,710−9.2% | Reduced |
| Griffin Asset Management, Inc. | 16,796 | $1.38M | 0.17% | −694−4.0% | Reduced |
| Panagora Asset Management Inc | 16,550 | $1.36M | 0.01% | −1,596−8.8% | Reduced |
| Texas Yale Capital Corp. | 16,510 | $1.35M | 0.07% | +60.0% | Added |
| Mission Creek Capital Partners, Inc. | 16,492 | $1.35M | 0.27% | +667+4.2% | Added |
| EP Wealth Advisors, LLC | 16,068 | $1.32M | 0.03% | −1,412−8.1% | Reduced |
| Oak Harvest Investment Services | 16,029 | $1.31M | 0.33% | −743−4.4% | Reduced |
| Mackenzie Financial Corp | 16,020 | $1.31M | 0.00% | −128−0.8% | Reduced |
| Metropolitan Life Insurance Co | 15,969 | $1.31M | 0.02% | +64+0.4% | Added |
| FLC Capital Advisors | 15,854 | $1.30M | 0.36% | −407−2.5% | Reduced |
| Lazard Asset Management LLC | 15,719 | $1.29M | 0.00% | +975+6.6% | Added |
| Founders Financial Alliance, LLC | 15,579 | $1.28M | 0.51% | +362+2.4% | Added |
| Richard P Slaughter Associates Inc | 15,471 | $1.27M | 0.45% | +147+1.0% | Added |
| Westpac Banking Corp | 14,790 | $1.21M | 0.01% | +327+2.3% | Added |
| CWM, LLC | 14,589 | $1.20M | 0.01% | +14,589 | New |
| Stephens Inc | 14,541 | $1.19M | 0.02% | −723−4.7% | Reduced |
| AlphaCrest Capital Management LLC | 14,422 | $1.18M | 0.04% | +1,148+8.6% | Added |
| Cornerstone Wealth Management, LLC | 14,351 | $1.18M | 0.11% | −774−5.1% | Reduced |
| Equitable Holdings, Inc. | 14,295 | $1.17M | 0.02% | +283+2.0% | Added |
| RMB Capital Management, LLC | 14,278 | $1.17M | 0.04% | −8,583−37.5% | Reduced |
| Maryland State Retirement & Pension System | 14,172 | $1.16M | 0.03% | +817+6.1% | Added |
| Steward Partners Investment Advisory, LLC | 14,092 | $1.16M | 0.02% | −86−0.6% | Reduced |