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, Q1 2022
Institutional positions in W. P. Carey Inc. as of Mar 31, 2022. 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
- 785
- +26 vs. Q4 2021
- Shares held
- 115.9M
- +2.65M (+2.3%) vs. Q4 2021
- Total value
- $9.37B
- +$78.1M (+0.8%) vs. Q4 2021
- New holders
- 83
- 331 more added
- Sold out
- 57
- 206 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | +15 | New |
| Exane Derivatives | 17 | $1.37K | 0.00% | +17 | New |
| Resources Management Corp | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $2.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 28 | $2.26K | 0.00% | −9−24.3% | Reduced |
| City Holding Co | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 38 | $3.00K | 0.00% | +38 | New |
| NVWM, LLC | 48 | $4.00K | 0.00% | +48 | New |
| Zions Bancorporation, N.A. | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 72 | $6.00K | 0.00% | +1+1.4% | Added |
| Heritage Wealth Management, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Private Ocean, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 95 | $8.00K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $8.81K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 114 | $9.00K | 0.00% | +1+0.9% | Added |
| First Community Trust NA | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $12.0K | 0.01% | +150 | New |
| Financial Perspectives, Inc | 158 | $12.8K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 175 | $14.0K | 0.01% | +175 | New |
| Gradient Investments LLC | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 203 | $16.0K | 0.00% | −597−74.6% | Reduced |
| Smithfield Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $16.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $17.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 216 | $17.0K | 0.01% | +216 | New |
| Core Wealth Advisors, Inc. | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 240 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 232 | $19.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 263 | $21.0K | 0.00% | +3+1.2% | Added |
| AlphaMark Advisors, LLC | 280 | $23.0K | 0.01% | +200+250.0% | Added |
| Bank of New Hampshire | 280 | $23.0K | 0.01% | +280 | New |
| SJS Investment Consulting Inc. | 280 | $23.0K | 0.01% | +280 | New |
| Harvest Fund Management Co., Ltd | 302 | $24.0K | 0.01% | −420−58.2% | Reduced |
| JNBA Financial Advisors | 300 | $24.0K | 0.00% | −343−53.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $26.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 331 | $26.0K | 0.00% | +331 | New |
| Tobam | 338 | $27.0K | 0.00% | −249−42.4% | Reduced |
| Coastal Capital Group, Inc. | 345 | $28.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 402 | $32.0K | 0.00% | −200−33.2% | Reduced |
| Dougherty Wealth Advisers LLC | 400 | $32.0K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $32.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $32.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 393 | $32.0K | 0.01% | +393 | New |
| Tompkins Financial Corp | 406 | $33.0K | 0.00% | +1+0.2% | Added |
| Hexagon Capital Partners LLC | 424 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 437 | $35.3K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 443 | $36.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $39.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 488 | $39.0K | 0.01% | +140+40.2% | Added |
| City State Bank | 518 | $42.0K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 537 | $43.0K | 0.00% | −32−5.6% | Reduced |
| Strengthening Families & Communities, LLC | 532 | $43.0K | 0.03% | −7−1.3% | Reduced |
| Central Trust Co | 530 | $43.0K | 0.00% | +230+76.7% | Added |
| Cambridge Trust Co | 539 | $44.0K | 0.00% | −508−48.5% | Reduced |
| Evermay Wealth Management LLC | 550 | $44.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 545 | $44.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 540 | $44.0K | 0.03% | +1+0.2% | Added |
| Montag A & Associates Inc | 570 | $46.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 575 | $46.0K | 0.01% | +575 | New |
| MUFG Americas Holdings Corp | 592 | $48.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $48.0K | 0.04% | +598 | New |
| Private Capital Group, LLC | 621 | $51.0K | 0.01% | −14−2.2% | Reduced |
| Beacon Capital Management, LLC | 631 | $51.0K | 0.01% | +631 | New |
| Capital Analysts, LLC | 639 | $52.0K | 0.00% | +211+49.3% | Added |
| Heritage Wealth Advisors | 704 | $57.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 703 | $59.3K | 0.00% | +325+86.0% | Added |
| Altshuler Shaham Ltd | 738 | $60.0K | 0.00% | −55−6.9% | Reduced |
| Sargent Bickham Lagudis LLC | 747 | $60.0K | 0.00% | +7+0.9% | Added |
| High Net Worth Advisory Group LLC | 747 | $60.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $63.0K | 0.01% | +134+20.6% | Added |
| Curi Capital | 800 | $64.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $65.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 817 | $66.0K | 0.01% | −209−20.4% | Reduced |
| Covestor Ltd | 813 | $66.0K | 0.05% | +226+38.5% | Added |
| National Bank of Canada | 830 | $67.0K | 0.00% | +248+42.6% | Added |
| TCI Wealth Advisors, Inc. | 859 | $69.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 869 | $70.0K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 879 | $71.0K | 0.03% | +252+40.2% | Added |
| Federation des caisses Desjardins du Quebec | 887 | $71.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 891 | $72.0K | 0.01% | +891 | New |
| Umb Bank N A | 923 | $75.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 924 | $75.0K | 0.01% | +12+1.3% | Added |
| Kistler-Tiffany Companies, LLC | 974 | $79.0K | 0.01% | 00.0% | Unchanged |