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 |
|---|---|---|---|---|---|
| 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 |
| Aurora Private Wealth, Inc. | 14,029 | $1.15M | 0.50% | +70+0.5% | Added |
| Madison Wealth Management | 14,000 | $1.15M | 0.23% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 13,828 | $1.14M | 0.01% | −1,388−9.1% | Reduced |
| J.W. Cole Advisors, Inc. | 13,453 | $1.10M | 0.07% | −1,447−9.7% | Reduced |
| Elo Mutual Pension Insurance Co | 13,235 | $1.09M | 0.03% | +784+6.3% | Added |
| Harbor Investment Advisory, LLC | 12,956 | $1.06M | 0.13% | −132−1.0% | Reduced |
| NEIRG Wealth Management, LLC | 12,786 | $1.05M | 0.20% | +12,786 | New |
| Beacon Investment Advisory Services, Inc. | 12,686 | $1.04M | 0.04% | +251+2.0% | Added |
| Camden Capital, LLC | 12,491 | $1.02M | 0.22% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 12,452 | $1.02M | 0.00% | −994−7.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,400 | $1.02M | 0.02% | +250+2.1% | Added |
| Cooper Financial Group | 12,367 | $1.01M | 0.38% | −1,214−8.9% | Reduced |
| CIBC Private Wealth Group, LLC | 12,166 | $998.0K | 0.00% | +12,166 | New |
| Client 1st Advisory Group, LLC | 12,094 | $992.0K | 0.48% | −19−0.2% | Reduced |
| Wambolt & Associates, LLC | 11,955 | $981.0K | 0.35% | −161−1.3% | Reduced |
| Vista Investment Management | 11,911 | $977.0K | 0.53% | −58−0.5% | Reduced |
| Sigma Planning Corp | 11,869 | $974.0K | 0.03% | −186−1.5% | Reduced |
| C2C Wealth Management, LLC | 11,728 | $962.0K | 0.14% | +11,728 | New |
| Raymond James Trust N.A. | 11,324 | $929.0K | 0.03% | −620−5.2% | Reduced |
| 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 |
| Old Port Advisors | 11,309 | $912.0K | 0.31% | +455+4.2% | Added |
| D.A. Davidson & Co. | 11,094 | $910.0K | 0.01% | +130+1.2% | Added |
| Yousif Capital Management, LLC | 11,078 | $909.0K | 0.01% | +11,078 | New |
| Sawyer & Company, Inc | 10,895 | $894.0K | 0.39% | −475−4.2% | 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 |
| Columbia Asset Management | 10,505 | $862.0K | 0.18% | −550−5.0% | Reduced |
| Vident Investment Advisory, LLC | 10,494 | $861.0K | 0.02% | +67+0.6% | Added |
| Natixis | 10,436 | $856.0K | 0.00% | +3,801+57.3% | Added |
| KBC Group NV | 10,410 | $854.0K | 0.00% | −15,441−59.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $853.0K | 0.25% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 10,381 | $852.0K | 0.14% | +50.0% | Added |
| Rockefeller Capital Management L.P. | 10,165 | $834.0K | 0.00% | +828+8.9% | Added |
| 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 |
| Insight Wealth Partners, LLC | 10,014 | $822.0K | 0.45% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $821.0K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 9,930 | $815.0K | 0.00% | −1,569−13.6% | Reduced |
| 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 |
| First National Trust Co | 9,695 | $795.0K | 0.04% | +67+0.7% | Added |
| Pinnacle Financial Partners Inc | 9,650 | $791.0K | 0.02% | −950−9.0% | Reduced |
| First City Capital Management, Inc. | 10,417 | $786.0K | 0.44% | +190+1.9% | Added |
| 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 |
| GWM Advisors LLC | 9,387 | $770.0K | 0.01% | +9,387 | New |
| Sheaff Brock Investment Advisors, LLC | 9,353 | $767.0K | 0.07% | +93+1.0% | Added |
| Alps Advisors Inc | 9,034 | $741.0K | 0.01% | −472−5.0% | 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 |
| Prudential Financial Inc | 9,413 | $734.0K | 0.00% | −336−3.4% | Reduced |
| Stratos Wealth Partners, LTD. | 8,929 | $733.0K | 0.02% | +599+7.2% | Added |
| Arbor Capital Management Inc | 8,878 | $728.0K | 0.52% | +8,878 | New |
| Worldquant Millennium Advisors LLC | 8,845 | $726.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Guyasuta Investment Advisors Inc | 8,783 | $721.0K | 0.05% | +65+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,724 | $716.0K | 0.04% | +8,724 | New |
| Tower Research Capital LLC (TRC) | 8,670 | $711.0K | 0.01% | −408−4.5% | Reduced |
| DuPont Capital Management Corp | 8,650 | $710.0K | 0.03% | −2,722−23.9% | Reduced |
| GraniteShares Advisors LLC | 8,651 | $709.0K | 0.33% | +8,651 | New |
| E. Ohman J:or Asset Management AB | 8,600 | $705.6K | 0.02% | +5,600+186.7% | Added |
| Jane Street Group, LLC | 8,563 | $703.0K | 0.00% | −21,974−72.0% | Reduced |
| Group One Trading, L.P. | 8,521 | $699.0K | 0.01% | +8,521 | New |
| Laurel Wealth Advisors, Inc. | 8,438 | $692.0K | 0.05% | +2,564+43.6% | Added |
| First Heartland Consultants, Inc. | 8,339 | $684.0K | 0.09% | −102−1.2% | Reduced |
| Optimum Investment Advisors | 8,307 | $682.0K | 0.27% | +1,000+13.7% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $677.0K | 0.30% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,231 | $675.4K | 0.02% | +1,569+23.6% | Added |
| Axxcess Wealth Management, LLC | 8,221 | $675.0K | 0.05% | +8,221 | New |
| CIBC Asset Management Inc | 8,155 | $669.0K | 0.00% | +961+13.4% | Added |
| Crestwood Advisors Group LLC | 8,005 | $657.0K | 0.02% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 7,998 | $656.0K | 0.33% | +110+1.4% | Added |
| Coldstream Capital Management Inc | 7,897 | $648.0K | 0.02% | −13,690−63.4% | Reduced |
| Cerity Partners LLC | 4,908 | $646.0K | 0.01% | +1,940+65.4% | Added |
| NEXT Financial Group, Inc | 7,853 | $644.0K | 0.04% | +1,047+15.4% | Added |
| TD Private Client Wealth LLC | 7,831 | $642.5K | 0.03% | +1,669+27.1% | Added |
| Granite Bay Wealth Management, LLC | 7,773 | $638.0K | 0.63% | +7,773 | New |
| Wealthspan Partners, LLC | 7,759 | $637.0K | 0.56% | +7,759 | New |
| Bluefin Capital Management, LLC | 7,600 | $624.0K | 0.05% | +7,600 | New |
| Oppenheimer & Co Inc | 7,594 | $623.0K | 0.01% | −13,945−64.7% | Reduced |
| Archer Investment Corp | 7,553 | $619.7K | 0.21% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,432 | $609.8K | 0.05% | +2,262+43.8% | Added |
| Glenmede Trust Co NA | 7,412 | $608.0K | 0.00% | +500+7.2% | Added |
| APG Asset Management N.V. | 8,357 | $603.0K | 0.00% | −3,400−28.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,340 | $602.0K | 0.03% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 15,700 | $600.0K | 0.64% | 00.0% | Unchanged |
| Comerica Bank | 7,798 | $592.0K | 0.00% | −11,033−58.6% | Reduced |
| All Season Financial Advisors, Inc. | 7,199 | $591.0K | 0.41% | −933−11.5% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $591.0K | 0.23% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 7,208 | $591.0K | 0.52% | +7,208 | New |
| Kovack Advisors, Inc. | 7,182 | $589.0K | 0.06% | −1,181−14.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 7,121 | $584.0K | 0.71% | −1,850−20.6% | Reduced |
| Sunbelt Securities, Inc. | 7,826 | $584.0K | 0.09% | +599+8.3% | Added |
| Private Trust Co NA | 7,116 | $584.0K | 0.08% | +170+2.4% | Added |
| Madden Securities Corp | 7,100 | $583.0K | 0.27% | 00.0% | Unchanged |