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Livermore
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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.

Institutional holdersQ4 2021: 768 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ4 2021: $9.31B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Highlander Capital Management, LLC7,025$576.0K0.27%00.0%Unchanged
Philadelphia Trust Co7,000$574.0K0.04%00.0%Unchanged
FORA Capital, LLC6,901$566.0K0.22%+6,901New
Cullen Capital Management LLC6,885$565.0K0.01%00.0%Unchanged
Brown Advisory Securities, LLC6,846$562.0K0.24%−1,496−17.9%Reduced
Verition Fund Management LLC6,816$559.0K0.01%−6,010−46.9%Reduced
Regions Financial Corp6,807$559.0K0.00%+285+4.4%Added
Boston Financial Mangement LLC6,770$555.0K0.02%+1,270+23.1%Added
International Assets Investment Management, LLC6,744$553.0K0.10%+199+3.0%Added
Argent Trust Co6,719$551.0K0.03%+737+12.3%Added
Wexford Capital LP6,699$550.0K0.06%+6,699New
Kaizen Financial Strategies6,680$548.0K0.41%+90+1.4%Added
LexAurum Advisors, LLC6,632$544.0K0.18%+1,100+19.9%Added
Allen Capital Group, LLC6,547$537.0K0.08%00.0%Unchanged
Prairiewood Capital, LLC6,455$530.0K0.42%+3,168+96.4%Added
Harrell Investment Partners, LLC6,430$528.0K0.16%00.0%Unchanged
Los Angeles Capital Management LLC6,426$527.0K0.00%−150−2.3%Reduced
B. Riley Wealth Management, Inc.6,374$523.0K0.04%+12+0.2%Added
Mirador Capital Partners LP6,373$523.0K0.11%+201+3.3%Added
IHT Wealth Management, LLC6,356$521.0K0.04%−629−9.0%Reduced
Yorktown Management & Research Co Inc6,300$517.0K0.35%00.0%Unchanged
Meiji Yasuda Life Insurance Co6,301$517.0K0.01%+6,301New
D.B. Root & Company, LLC6,282$515.0K0.19%+262+4.4%Added
Pearl River Capital, LLC6,252$513.0K0.14%−6,693−51.7%Reduced
Capital Asset Advisory Services LLC6,151$511.0K0.05%+117+1.9%Added
Insight 2811, Inc.6,234$511.0K0.29%+215+3.6%Added
Morse Asset Management, Inc6,200$509.0K0.11%00.0%Unchanged
First Quadrant L P6,191$508.0K0.05%00.0%Unchanged
Lincoln National Corp6,195$508.0K0.01%+1,658+36.5%Added
Jacobi Capital Management LLC6,158$505.0K0.06%+251+4.2%Added
Detalus Advisors, LLC6,133$503.0K0.24%+15+0.2%Added
Sequoia Financial Advisors, LLC5,996$492.0K0.01%+5,996New
Knott David M Jr6,000$492.0K0.19%+6,000New
Legg Mason Asset Management (Japan) Co., Ltd.5,971$490.0K0.54%−100−1.6%Reduced
Flagship Harbor Advisors, LLC5,944$488.0K0.05%−3,581−37.6%Reduced
Kalos Management, Inc.6,251$485.0K0.13%+122+2.0%Added
Fiera Capital Corp5,906$484.0K0.00%00.0%Unchanged
Royal Fund Management, LLC5,906$484.0K0.07%+517+9.6%Added
Paradigm Financial Partners, LLC5,854$480.0K0.10%+1,356+30.1%Added
Benedetti & Gucer, Inc.5,835$478.0K0.32%00.0%Unchanged
Carret Asset Management, LLC5,782$474.0K0.05%00.0%Unchanged
Profund Advisors LLC5,755$472.0K0.02%−12,374−68.3%Reduced
Covington Capital Management5,754$472.0K0.02%00.0%Unchanged
Jackson Wealth Management, LLC5,633$462.0K0.06%+5,633New
Fisher Asset Management, LLC5,549$455.0K0.00%−739−11.8%Reduced
Kathmere Capital Management, LLC5,542$455.0K0.08%00.0%Unchanged
Capital Investment Advisors, LLC5,525$453.0K0.01%−194−3.4%Reduced
DF Dent & Co Inc5,525$453.0K0.00%+10+0.2%Added
Woodward Diversified Capital, LLC5,503$452.0K0.27%+607+12.4%Added
Sawtooth Solutions, LLC5,508$452.0K0.05%+5,508New
Valeo Financial Advisors, LLC5,513$452.0K0.02%+5,513New
Diligent Investors, LLC5,482$450.0K0.13%+18+0.3%Added
Ahrens Investment Partners LLC5,412$444.0K0.20%−483−8.2%Reduced
Mach-1 Financial Group, Inc.5,373$440.0K0.30%+5,373New
Venture Visionary Partners LLC5,344$438.0K0.03%00.0%Unchanged
Naples Global Advisors, LLC5,290$434.0K0.05%00.0%Unchanged
Assetmark, Inc5,252$431.0K0.00%−225−4.1%Reduced
Chesley Taft & Associates LLC5,245$430.0K0.02%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.5,221$428.0K0.03%+808+18.3%Added
Clearview Wealth Advisors LLC5,183$425.0K0.26%+302+6.2%Added
HBW Advisory Services LLC5,158$423.0K0.10%−863−14.3%Reduced
Proequities, Inc.5,069$421.0K0.02%+927+22.4%Added
Hancock Whitney Investment Services Inc.5,193$421.0K0.07%+5,193New
Ethic Inc.5,100$418.0K0.03%+1,510+42.1%Added
MV Capital Management, Inc.5,083$417.0K0.06%00.0%Unchanged
G2 Capital Management, LLC5,000$410.0K0.15%+5,000New
Widmann Financial Services, Inc.4,995$409.0K0.34%+4,995New
Oakworth Capital, Inc.4,900$402.0K0.03%00.0%Unchanged
RFG Advisory, LLC4,859$399.0K0.03%−2,637−35.2%Reduced
Cornerstone Wealth Group, LLC4,848$398.0K0.07%−1,001−17.1%Reduced
GPS Wealth Strategies Group, LLC4,845$398.0K0.09%−341−6.6%Reduced
We Are One Seven, LLC4,839$397.0K0.04%+380+8.5%Added
Meeder Asset Management Inc4,843$397.0K0.04%+148+3.2%Added
H&H Retirement Design & Management INC5,188$393.0K0.25%+129+2.5%Added
Verdence Capital Advisors LLC4,784$393.0K0.05%00.0%Unchanged
Main Street Financial Solutions, LLC4,787$393.0K0.06%+1,379+40.5%Added
Wedbush Securities Inc4,779$392.0K0.02%+578+13.8%Added
Buckingham Strategic Wealth, LLC4,761$391.0K0.01%−1,050−18.1%Reduced
UMA Financial Services, Inc.4,831$390.0K0.10%00.0%Unchanged
Parsons Capital Management Inc4,750$390.0K0.03%00.0%Unchanged
Summit Wealth Group, LLC4,741$389.0K0.44%+4,741New
Virtue Capital Management, LLC4,711$387.0K0.06%+185+4.1%Added
Austin Private Wealth, LLC4,616$379.0K0.08%00.0%Unchanged
ARGI Investment Services, LLC4,623$379.0K0.01%+370+8.7%Added
Kercheville Advisors, LLC4,550$373.0K0.16%00.0%Unchanged
David R. Rahn & Associates Inc.4,538$372.0K0.16%+56+1.2%Added
People's United Financial, Inc.4,510$370.0K0.01%−5,500−54.9%Reduced
Dividend Assets Capital, LLC4,500$369.0K0.07%00.0%Unchanged
BTC Capital Management, Inc.4,485$368.0K0.04%+1,162+35.0%Added
Penserra Capital Management LLC4,482$367.0K0.01%+2,441+119.6%Added
Fca Corp4,470$367.0K0.12%+4,470New
Alpha Cubed Investments, LLC4,450$365.0K0.02%+50+1.1%Added
D. E. Shaw & Co., Inc.4,445$365.0K0.00%+4,445New
Fifth Third Bancorp4,442$364.0K0.00%00.0%Unchanged
Procyon Private Wealth Partners, LLC4,424$363.0K0.08%−451−9.3%Reduced
Gilbert & Cook, Inc.4,318$354.0K0.06%+164+3.9%Added
Norinchukin Bank, The4,316$354.0K0.00%+356+9.0%Added
Joel Isaacson & Co., LLC4,284$352.0K0.02%00.0%Unchanged
Retirement Planning Co of New England, Inc.4,292$352.0K0.17%+4,292New
Resources Investment Advisors, LLC.4,246$348.0K0.01%−1,807−29.9%Reduced