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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.

Q1 2022 vs. Q4 2021

How the institutions holding W. P. Carey Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of WPC: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders7689785+26
Shares113.4M147.4K115.9M+2.65M (+2.3%)
Value$9.31B$12.1M$9.37B+$78.1M (+0.8%)

9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held W. P. Carey Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to WPC in Q1 2022
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.525,523$42.5M0.47%
WealthPlan Investment Management, LLC214,077$17.3M1.20%
CIBC World Markets Corp95,947$7.76M0.06%
Evergreen Capital Management LLC83,098$6.72M0.27%
Caisse de Depot Et Placement du Quebec83,000$6.71M0.02%
Axel Capital Management, LLC80,000$6.47M8.20%
Foundry Partners, LLC75,880$6.13M0.31%
Atria Wealth Solutions, Inc.37,514$3.06M0.05%
M Holdings Securities, Inc.33,150$2.68M0.20%
South Dakota Investment Council24,234$1.96M0.04%
Gsa Capital Partners LLP23,725$1.92M0.26%
Natixis Investment Managers International20,027$1.62M0.03%
Susquehanna Fundamental Investments, LLC18,500$1.50M0.03%
Amalgamated Financial Corp.18,275$1.48M0.01%
Bank of Nova Scotia14,905$1.21M0.00%
Bradley Foster & Sargent Inc12,905$1.04M0.02%
Natixis Advisors, L.P.12,571$1.02M0.00%
Credential Qtrade Securities Inc.11,243$908.9K0.06%
Herbst Group, LLC9,500$768.0K0.51%
Western Wealth Management, LLC9,282$750.0K0.04%
Little House Capital LLC8,900$719.0K0.37%
L.M. Kohn & Company8,466$685.0K0.26%
Marshall Wace, LLP8,276$669.0K0.00%
Family Management Corp7,402$598.0K0.17%
Peddock Capital Advisors, LLC7,053$570.0K0.18%
Achmea Investment Management B.V.6,891$557.0K0.01%
Virtu Financial LLC6,381$516.0K0.04%
American Century Companies Inc6,035$488.0K0.00%
Jump Financial, LLC5,584$451.0K0.02%
Aaron Wealth Advisors34,033$421.0K0.01%
Global Retirement Partners, LLC4,924$407.0K0.03%
Clear Street Markets LLC4,900$396.0K0.12%
Krane Funds Advisors LLC4,860$393.0K0.02%
Quantbot Technologies LP4,529$366.0K0.03%
Beck Capital Management, LLC4,511$365.0K0.11%
Walleye Trading LLC4,437$359.0K0.01%
XTX Topco Ltd4,034$326.0K0.14%
StoneX Group Inc.3,923$318.8K0.03%
Prudential PLC3,927$317.0K0.00%
Thoroughbred Financial Services, LLC3,930$317.0K0.05%
Aptus Capital Advisors, LLC3,816$313.0K0.01%
MetLife Investment Management3,778$305.4K0.00%
HB Wealth Management, LLC3,758$304.0K0.01%
Visionary Wealth Advisors3,486$282.0K0.02%
Change Path, LLC3,477$281.0K0.01%
Bailard, Inc.3,397$275.0K0.01%
360 Financial, Inc.3,395$275.0K0.13%
Round Rock Advisors, LLC3,374$273.0K0.11%
Archetype Wealth Partners3,276$265.0K0.07%
Legacy Wealth Planning, LLC3,119$252.0K0.30%
Quadrature Capital Ltd3,111$251.0K0.01%
Dynamic Technology Lab Private Ltd3,074$249.0K0.03%
MAI Capital Management2,910$235.0K0.00%
Integrated Advisors Network LLC2,860$231.0K0.01%
Park Avenue Securities LLC2,840$230.0K0.00%
Centiva Capital, LP2,795$226.0K0.01%
EPG Wealth Management LLC2,786$225.0K0.08%
Welch & Forbes LLC2,760$223.0K0.00%
Goepper Burkhardt LLC2,684$217.0K0.13%
Astrantus Ltd2,600$210.0K0.35%
Concord Asset Management, LLC2,506$202.6K0.14%
Prospera Financial Services Inc1,884$152.0K0.01%
Certified Advisory Corp1,514$123.0K0.03%
Bank Julius Baer & Co. Ltd, Zurich1,303$105.0K0.00%
Money Concepts Capital Corp1,238$100.0K0.01%
Dixon Hughes Goodman Wealth Advisors LLC1,220$99.0K0.03%
MCF Advisors LLC891$72.0K0.01%
Beacon Capital Management, LLC631$51.0K0.01%
Paladin Advisory Group, LLC598$48.0K0.04%
TCWP LLC575$46.0K0.01%
Quent Capital, LLC393$32.0K0.01%
Acadian Asset Management LLC331$26.0K0.00%
Bank of New Hampshire280$23.0K0.01%
SJS Investment Consulting Inc.280$23.0K0.01%
Alaethes Wealth LLC216$17.0K0.01%
Siena Capital LLC175$14.0K0.01%
Iron Horse Wealth Management, LLC150$12.0K0.01%
Heritage Wealth Management, LLC80$6.00K0.00%
NVWM, LLC48$4.00K0.00%
Northwest Investment Counselors, LLC38$3.00K0.00%
Oliver Lagore Vanvalin Investment Group20$2.00K0.00%
Exane Derivatives17$1.37K0.00%
Parkside Financial Bank & Trust15$1.00K0.00%

Sold out (57)

Institutions that held W. P. Carey Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of WPC in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Brookfield Asset Management Inc.815,934$66.9M
Ranger Global Real Estate Advisors, LLC634,785$52.1M
Weiss Multi-Strategy Advisers LLC405,823$33.3M
Balyasny Asset Management LLC383,804$31.5M
Healthcare of Ontario Pension Plan Trust Fund94,009$7.71M
V2 Financial group LLC26,587$2.18M
Phraction Management LLC21,861$1.79M
Connor, Clark & Lunn Investment Management Ltd.16,870$1.38M
Boothbay Fund Management, LLC14,056$1.15M
CIBC Private Wealth Group, LLC12,166$998.0K
Cornercap Investment Counsel Inc10,837$889.0K
Natixis10,436$856.0K
Rafferty Asset Management, LLC9,930$815.0K
UBS Oconnor LLC9,800$804.0K
GWM Advisors LLC9,387$770.0K
Alps Advisors Inc9,034$741.0K
Bluefin Capital Management, LLC7,600$624.0K
Sunbelt Securities, Inc.7,826$584.0K
Verition Fund Management LLC6,816$559.0K
Wexford Capital LP6,699$550.0K
Pearl River Capital, LLC6,252$513.0K
First Quadrant L P6,191$508.0K
Hancock Whitney Investment Services Inc.5,193$421.0K
G2 Capital Management, LLC5,000$410.0K
Procyon Private Wealth Partners, LLC4,424$363.0K
Hilltop Holdings Inc.3,993$328.0K
Flower City Capital3,550$295.0K
Colonial River Wealth Management, LLC3,455$283.0K
Cary Street Partners Asset Management LLC2,759$226.0K
MBB Public Markets I LLC2,753$226.0K
Telemus Capital, LLC2,568$211.0K
Regentatlantic Capital LLC2,539$208.0K
Advisors Asset Management, Inc.2,125$174.4K
Clal Insurance Enterprises Holdings Ltd1,940$161.0K
Richwood Investment Advisors, LLC1,703$140.0K
Chilton Capital Management LLC1,524$125.0K
CoreCap Advisors, LLC1,107$91.0K
Trust Co of Vermont900$74.0K
Mystic Asset Management, Inc.615$50.0K
CenterStar Asset Management, LLC–$48.0K
CoreFirst Bank & Trust330$27.0K
Outfitter Financial LLC300$25.0K
Lenox Wealth Advisors, LLC286$23.0K
Delta Asset Management LLC260$21.0K
Ford Financial Group, LLC232$19.0K
Jones Financial Companies LLLP160$13.0K
Signet Financial Management, LLC164$13.0K
Neo Ivy Capital Management134$11.0K
Vectors Research Management, LLC100$8.00K
Old North State Trust, LLC90$7.00K
Wagner Wealth Management, LLC75$6.00K
FSB Premier Wealth Management, Inc.61$5.00K
FinTrust Capital Advisors, LLC63$5.00K
Massmutual Trust Co FSB22$2.00K
Eagle Bay Advisors LLC12$1.00K
Capital Advisors, Ltd. LLC2$0
First Command Advisory Services, Inc.146$0

Not filed for Q1 2022 yet (9)

Institutions that held W. P. Carey Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden109,600$8.99M
Columbia Asset Management10,505$862.0K
First Midwest Bank Trust Division9,500$780.0K
NEXT Financial Group, Inc7,853$644.0K
Legg Mason Asset Management (Japan) Co., Ltd.5,971$490.0K
Harbour Investments, Inc.2,783$228.0K
Reilly Financial Advisors, LLC672$55.0K
Carroll Financial Associates, Inc.400$32.0K
Bell Investment Advisors, Inc164$13.0K