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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 424 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $33.0K | 0.02% | −100−20.0% | Reduced |
| Tompkins Financial Corp | 405 | $33.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $33.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $32.0K | 0.01% | −200−33.6% | Reduced |
| Carroll Financial Associates, Inc. | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 378 | $30.9K | 0.00% | +378 | New |
| JJJ Advisors Inc. | 348 | $29.0K | 0.01% | +88+33.8% | Added |
| Coastal Capital Group, Inc. | 345 | $28.0K | 0.01% | +345 | New |
| CoreFirst Bank & Trust | 330 | $27.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $26.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 300 | $25.0K | 0.02% | +300 | New |
| Lenox Wealth Advisors, LLC | 286 | $23.0K | 0.00% | −12−4.0% | Reduced |
| NuWave Investment Management, LLC | 270 | $22.0K | 0.02% | −2,165−88.9% | Reduced |
| BerganKDV Wealth Management, LLC | 260 | $21.0K | 0.00% | +3+1.2% | Added |
| Delta Asset Management LLC | 260 | $21.0K | 0.00% | +200+333.3% | Added |
| Freedman Financial Associates, Inc. | 240 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 232 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 232 | $19.0K | 0.01% | +232 | New |
| Core Wealth Advisors, Inc. | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $17.0K | 0.01% | +205 | New |
| Emfo, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 190 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $16.0K | 0.00% | +200 | New |
| Future Financial Wealth Managment LLC | 200 | $16.0K | 0.01% | +200 | New |
| Citizens National Bank Trust Department | 195 | $16.0K | 0.01% | +195 | New |
| Bedel Financial Consulting, Inc. | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $13.0K | 0.00% | −57−25.8% | Reduced |
| Jones Financial Companies LLLP | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 164 | $13.0K | 0.00% | +164 | New |
| Financial Perspectives, Inc | 158 | $13.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $12.0K | 0.01% | +150 | New |
| Neo Ivy Capital Management | 134 | $11.0K | 0.02% | +134 | New |
| First Community Trust NA | 120 | $9.85K | 0.01% | +120 | New |
| Earnest Partners LLC | 114 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 113 | $9.00K | 0.00% | +2+1.8% | Added |
| Carmichael Hill & Associates, Inc. | 104 | $9.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $8.94K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 100 | $8.00K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 80 | $7.00K | 0.00% | −200−71.4% | Reduced |
| Old North State Trust, LLC | 90 | $7.00K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 71 | $6.00K | 0.00% | +1+1.4% | Added |
| FinTrust Capital Advisors, LLC | 63 | $5.00K | 0.00% | +1+1.6% | Added |
| Zions Bancorporation, N.A. | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 61 | $5.00K | 0.00% | +61 | New |
| CVA Family Office, LLC | 60 | $5.00K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 37 | $3.04K | 0.00% | +8+27.6% | Added |
| City Holding Co | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $3.00K | 0.00% | +48 | New |
| Washington Trust Advisors, Inc. | 36 | $3.00K | 0.00% | +36 | New |
| Eukles Asset Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $2.00K | 0.00% | +22 | New |
| Eagle Bay Advisors LLC | 12 | $1.00K | 0.00% | −12−50.0% | Reduced |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 146 | $0 | 0.00% | +146 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −623,433−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −288,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −277,861−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −106,989−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −68,708−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −62,842−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −61,700−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −33,822−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,609−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −27,672−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −23,424−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,002−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| BEAM Asset Management, LLC | 0 | $0 | 0.00% | −15,003−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,265−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,743−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −13,365−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,252−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −8,595−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −8,514−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,139−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,091−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −6,891−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,073−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −4,767−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |