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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 4,831 | $385.0K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,791 | $387.0K | 0.11% | −691−12.6% | Reduced |
| Kercheville Advisors, LLC | 4,800 | $388.0K | 0.18% | +250+5.5% | Added |
| Ignite Planners, LLC | 4,577 | $390.0K | 0.26% | +208+4.8% | Added |
| Krane Funds Advisors LLC | 4,860 | $393.0K | 0.02% | +4,860 | New |
| Oakworth Capital, Inc. | 4,900 | $396.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,900 | $396.0K | 0.12% | +4,900 | New |
| Global Retirement Partners, LLC | 4,924 | $407.0K | 0.03% | +4,924 | New |
| Widmann Financial Services, Inc. | 5,075 | $410.0K | 0.36% | +80+1.6% | Added |
| MV Capital Management, Inc. | 5,083 | $411.0K | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,067 | $416.0K | 0.02% | −178−3.4% | Reduced |
| Boston Private Wealth LLC | 5,146 | $416.0K | 0.01% | +2,057+66.6% | Added |
| Aaron Wealth Advisors | 34,033 | $421.0K | 0.01% | +34,033 | New |
| We Are One Seven, LLC | 5,227 | $423.0K | 0.05% | +388+8.0% | Added |
| Paradigm Financial Partners, LLC | 5,227 | $429.0K | 0.10% | −627−10.7% | Reduced |
| Capital Investment Advisors, LLC | 5,312 | $429.0K | 0.01% | −213−3.9% | Reduced |
| H&H Retirement Design & Management INC | 5,188 | $429.0K | 0.29% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 5,312 | $429.0K | 0.16% | +2,234+72.6% | Added |
| Mach-1 Financial Group, Inc. | 5,350 | $432.0K | 0.30% | −23−0.4% | Reduced |
| Venture Visionary Partners LLC | 5,344 | $432.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,499 | $445.0K | 0.01% | −497−8.3% | Reduced |
| Valeo Financial Advisors, LLC | 5,513 | $446.0K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,542 | $448.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,570 | $450.0K | 0.01% | +1,088+24.3% | Added |
| Jump Financial, LLC | 5,584 | $451.0K | 0.02% | +5,584 | New |
| Symphony Financial, Ltd. Co. | 5,546 | $453.0K | 0.11% | +1,489+36.7% | Added |
| Jackson Wealth Management, LLC | 5,633 | $455.0K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 5,665 | $458.0K | 0.30% | +482+9.3% | Added |
| Kalos Management, Inc. | 5,696 | $461.0K | 0.32% | −555−8.9% | Reduced |
| Fisher Asset Management, LLC | 5,743 | $464.0K | 0.00% | +194+3.5% | Added |
| Covington Capital Management | 5,750 | $465.0K | 0.02% | −4−0.1% | Reduced |
| Carret Asset Management, LLC | 5,782 | $467.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,799 | $469.0K | 0.08% | −945−14.0% | Reduced |
| Fiera Capital Corp | 5,831 | $471.0K | 0.00% | −75−1.3% | Reduced |
| Naples Global Advisors, LLC | 5,860 | $474.0K | 0.05% | +570+10.8% | Added |
| HBW Advisory Services LLC | 5,869 | $474.0K | 0.17% | +711+13.8% | Added |
| Assetmark, Inc | 5,872 | $475.0K | 0.00% | +620+11.8% | Added |
| Benedetti & Gucer, Inc. | 5,929 | $479.0K | 0.32% | +94+1.6% | Added |
| Teamwork Financial Advisors, LLC | 5,942 | $480.0K | 0.09% | +2,390+67.3% | Added |
| Flagship Harbor Advisors, LLC | 5,960 | $482.0K | 0.05% | +16+0.3% | Added |
| DF Dent & Co Inc | 5,969 | $483.0K | 0.01% | +444+8.0% | Added |
| Wedbush Securities Inc | 6,022 | $487.0K | 0.02% | +1,243+26.0% | Added |
| American Century Companies Inc | 6,035 | $488.0K | 0.00% | +6,035 | New |
| D.B. Root & Company, LLC | 6,071 | $490.0K | 0.18% | −211−3.4% | Reduced |
| Brown Advisory Securities, LLC | 6,100 | $492.0K | 0.29% | −746−10.9% | Reduced |
| Jacobi Capital Management LLC | 6,108 | $494.0K | 0.06% | −50−0.8% | Reduced |
| Detalus Advisors, LLC | 6,133 | $496.0K | 0.26% | 00.0% | Unchanged |
| Lincoln National Corp | 6,193 | $500.0K | 0.01% | −20.0% | Reduced |
| Vident Investment Advisory, LLC | 6,231 | $503.0K | 0.01% | −4,263−40.6% | Reduced |
| Yorktown Management & Research Co Inc | 6,300 | $509.0K | 0.43% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,324 | $511.0K | 0.33% | +821+14.9% | Added |
| APG Asset Management N.V. | 7,057 | $513.0K | 0.00% | −1,300−15.6% | Reduced |
| B. Riley Wealth Management, Inc. | 6,350 | $513.0K | 0.04% | −24−0.4% | Reduced |
| Virtu Financial LLC | 6,381 | $516.0K | 0.04% | +6,381 | New |
| Harrell Investment Partners, LLC | 6,430 | $520.0K | 0.18% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,437 | $520.0K | 0.08% | +1,726+36.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,498 | $525.0K | 1.20% | −623−8.7% | Reduced |
| Royal Fund Management, LLC | 6,525 | $527.0K | 0.08% | +619+10.5% | Added |
| LexAurum Advisors, LLC | 6,633 | $536.0K | 0.17% | +10.0% | Added |
| Capital Asset Advisory Services LLC | 6,557 | $537.0K | 0.06% | +406+6.6% | Added |
| Quantinno Capital Management LP | 6,721 | $543.0K | 0.08% | +3,728+124.6% | Added |
| Boston Financial Mangement LLC | 6,770 | $547.0K | 0.02% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 6,815 | $551.0K | 0.01% | −70−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,845 | $553.0K | 0.00% | +3,553+107.9% | Added |
| Regions Financial Corp | 6,858 | $554.0K | 0.00% | +51+0.7% | Added |
| Allen Capital Group, LLC | 6,856 | $554.0K | 0.11% | +309+4.7% | Added |
| Los Angeles Capital Management LLC | 6,876 | $556.0K | 0.00% | +450+7.0% | Added |
| Achmea Investment Management B.V. | 6,891 | $557.0K | 0.01% | +6,891 | New |
| Kaizen Financial Strategies | 6,919 | $559.0K | 0.44% | +239+3.6% | Added |
| IHT Wealth Management, LLC | 6,912 | $559.0K | 0.04% | +556+8.7% | Added |
| Philadelphia Trust Co | 7,000 | $566.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 7,025 | $568.0K | 0.27% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 7,053 | $570.0K | 0.18% | +7,053 | New |
| Madden Securities Corp | 7,100 | $574.0K | 0.26% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 7,114 | $575.0K | 0.00% | −11,593−62.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,190 | $581.0K | 0.03% | −150−2.0% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $582.0K | 0.23% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 7,276 | $589.0K | 0.25% | +3,826+110.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,305 | $591.0K | 0.53% | +97+1.3% | Added |
| Community Capital Management, Inc. | 9,800 | $592.0K | 0.70% | −5,900−37.6% | Reduced |
| Kovack Advisors, Inc. | 7,342 | $593.0K | 0.06% | +160+2.2% | Added |
| Family Management Corp | 7,402 | $598.0K | 0.17% | +7,402 | New |
| Glenmede Trust Co NA | 7,417 | $599.0K | 0.00% | +5+0.1% | Added |
| Insight 2811, Inc. | 7,426 | $600.0K | 0.36% | +1,192+19.1% | Added |
| Independent Financial Group, LLC | 7,480 | $604.7K | 0.05% | +48+0.6% | Added |
| Manufacturers Life Insurance Company, The | 7,525 | $609.1K | 0.00% | +4,123+121.2% | Added |
| Archer Investment Corp | 7,553 | $610.8K | 0.22% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 7,669 | $620.0K | 0.13% | +1,296+20.3% | Added |
| Wealthspan Partners, LLC | 7,723 | $624.0K | 0.57% | −36−0.5% | Reduced |
| Granite Bay Wealth Management, LLC | 7,856 | $635.0K | 0.51% | +83+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,910 | $639.0K | 0.03% | −814−9.3% | Reduced |
| Crestwood Advisors Group LLC | 7,975 | $645.0K | 0.02% | −30−0.4% | Reduced |
| Oppenheimer & Co Inc | 8,055 | $651.0K | 0.01% | +461+6.1% | Added |
| Ayrshire Capital Management LLC | 8,139 | $658.0K | 0.39% | +141+1.8% | Added |
| Private Trust Co NA | 8,192 | $662.0K | 0.10% | +1,076+15.1% | Added |
| CIBC Asset Management Inc | 8,199 | $663.0K | 0.00% | +44+0.5% | Added |
| TD Private Client Wealth LLC | 8,245 | $666.5K | 0.03% | +414+5.3% | Added |
| Marshall Wace, LLP | 8,276 | $669.0K | 0.00% | +8,276 | New |
| Optimum Investment Advisors | 8,307 | $672.0K | 0.28% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 8,383 | $677.0K | 0.10% | +44+0.5% | Added |