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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 2,625 | $215.0K | 0.01% | +2,625 | New |
| Telemus Capital, LLC | 2,568 | $211.0K | 0.02% | +2,568 | New |
| Private Advisory Group LLC | 2,554 | $210.0K | 0.04% | +2,554 | New |
| Buckingham Strategic Partners | 2,539 | $209.0K | 0.04% | +2,539 | New |
| Regentatlantic Capital LLC | 2,539 | $208.0K | 0.01% | −1,979−43.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,509 | $206.0K | 0.04% | +2,509 | New |
| Trustmark National Bank Trust Department | 2,500 | $205.0K | 0.02% | +2,500 | New |
| Ameraudi Asset Management, Inc. | 2,500 | $205.0K | 0.08% | +2,500 | New |
| JSF Financial, LLC | 2,498 | $205.0K | 0.10% | +2,498 | New |
| D. Scott Neal, Inc. | 2,490 | $204.0K | 0.08% | +2,490 | New |
| Ellis Investment Partners, LLC | 2,483 | $203.0K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,457 | $202.0K | 0.01% | −633−20.5% | Reduced |
| IFP Advisors, Inc | 2,446 | $202.0K | 0.00% | +6+0.2% | Added |
| AllSquare Wealth Management LLC | 2,300 | $189.0K | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 2,282 | $187.0K | 0.01% | −350−13.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 2,278 | $187.0K | 0.12% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,247 | $184.0K | 0.04% | −168−7.0% | Reduced |
| Advisors Asset Management, Inc. | 2,125 | $174.4K | 0.00% | −2−0.1% | Reduced |
| IAG Wealth Partners, LLC | 2,118 | $174.0K | 0.06% | −197−8.5% | Reduced |
| Addison Advisors LLC | 2,093 | $172.0K | 0.11% | +1,328+173.6% | Added |
| Parallel Advisors, LLC | 2,075 | $170.0K | 0.01% | −56−2.6% | Reduced |
| Sandy Spring Bank | 2,063 | $169.0K | 0.01% | −327−13.7% | Reduced |
| Salem Investment Counselors Inc | 2,034 | $167.0K | 0.01% | +108+5.6% | Added |
| Focused Wealth Management, Inc | 2,014 | $165.0K | 0.03% | +14+0.7% | Added |
| American International Group, Inc. | 1,984 | $163.0K | 0.00% | −52−2.6% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 1,940 | $161.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,784 | $146.4K | 0.07% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,703 | $140.0K | 0.12% | +1,703 | New |
| Huntington National Bank | 1,617 | $132.0K | 0.00% | +1,516+1,501.0% | Added |
| Logan Capital Management Inc | 1,600 | $131.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,559 | $128.0K | 0.08% | +1,559 | New |
| Chilton Capital Management LLC | 1,524 | $125.0K | 0.01% | +1,524 | New |
| PSI Advisors, LLC | 1,510 | $124.0K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,500 | $123.0K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,483 | $122.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,482 | $122.0K | 0.01% | +170+13.0% | Added |
| Tradition Wealth Management, LLC | 1,480 | $121.0K | 0.02% | −140−8.6% | Reduced |
| Sound Income Strategies, LLC | 1,383 | $113.0K | 0.01% | −51−3.6% | Reduced |
| South State Corp. | 1,339 | $110.0K | 0.01% | +95+7.6% | Added |
| Institutional & Family Asset Management, LLC | 1,319 | $108.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,250 | $103.0K | 0.01% | +500+66.7% | Added |
| Charter Oak Capital Management, LLC | 1,243 | $102.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,227 | $101.0K | 0.05% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,218 | $100.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,200 | $98.0K | 0.05% | +1,200 | New |
| Accel Wealth Management | 1,167 | $96.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,150 | $94.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,118 | $91.7K | 0.09% | +1,118 | New |
| CoreCap Advisors, LLC | 1,107 | $91.0K | 0.01% | +1,107 | New |
| Whittier Trust Co | 1,100 | $90.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,100 | $90.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,047 | $86.0K | 0.00% | +1,047 | New |
| Snowden Capital Advisors LLC | 1,047 | $85.0K | 0.00% | +1,047 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,026 | $84.0K | 0.01% | −825−44.6% | Reduced |
| Benjamin Edwards Inc | 1,019 | $84.0K | 0.03% | +791+346.9% | Added |
| Brown Brothers Harriman & Co | 1,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,004 | $82.0K | 0.01% | +63+6.7% | Added |
| Kistler-Tiffany Companies, LLC | 974 | $80.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 923 | $76.0K | 0.00% | +923 | New |
| Baystate Wealth Management LLC | 912 | $75.0K | 0.01% | −74−7.5% | Reduced |
| Trust Co of Vermont | 900 | $74.0K | 0.00% | +900 | New |
| Federation des caisses Desjardins du Quebec | 887 | $72.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 869 | $71.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 859 | $70.0K | 0.01% | +8+0.9% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $66.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 793 | $66.0K | 0.00% | +793 | New |
| Curi Capital | 800 | $65.0K | 0.01% | +800 | New |
| Washington Trust Co | 768 | $63.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 740 | $61.0K | 0.00% | +226+44.0% | Added |
| High Net Worth Advisory Group LLC | 747 | $61.0K | 0.02% | +747 | New |
| Harvest Fund Management Co., Ltd | 722 | $59.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 704 | $58.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 672 | $55.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 643 | $53.0K | 0.01% | −51−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 652 | $53.0K | 0.00% | +9+1.4% | Added |
| Private Capital Group, LLC | 635 | $53.0K | 0.01% | −1−0.2% | Reduced |
| Lindbrook Capital, LLC | 638 | $52.0K | 0.01% | +65+11.3% | Added |
| MBM Wealth Consultants, LLC | 627 | $51.0K | 0.02% | +225+56.0% | Added |
| Mystic Asset Management, Inc. | 615 | $50.0K | 0.02% | +615 | New |
| MUFG Americas Holdings Corp | 592 | $49.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 602 | $49.0K | 0.00% | +602 | New |
| Tobam | 587 | $48.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 582 | $48.0K | 0.00% | +582 | New |
| CenterStar Asset Management, LLC | – | $48.0K | 0.04% | – | New |
| Covestor Ltd | 587 | $48.0K | 0.07% | +587 | New |
| Montag A & Associates Inc | 570 | $47.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 569 | $46.0K | 0.00% | +569 | New |
| Evermay Wealth Management LLC | 550 | $45.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 545 | $45.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 539 | $44.0K | 0.03% | +539 | New |
| Strengthening Families & Communities, LLC | 539 | $44.0K | 0.03% | +539 | New |
| City State Bank | 518 | $43.0K | 0.03% | +518 | New |
| Tortoise Investment Management, LLC | 477 | $39.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 471 | $39.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 437 | $36.0K | 0.01% | −222−33.7% | Reduced |
| Gibson Wealth Advisors LLC | 443 | $36.0K | 0.04% | +443 | New |
| Cornerstone Management, Inc. | 437 | $35.9K | 0.01% | +437 | New |
| Capital Analysts, LLC | 428 | $35.0K | 0.00% | +5+1.2% | Added |