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 |
|---|---|---|---|---|---|
| All Season Financial Advisors, Inc. | 8,400 | $679.0K | 0.48% | +1,201+16.7% | Added |
| Laurel Wealth Advisors, Inc. | 8,478 | $685.0K | 0.06% | +40+0.5% | Added |
| Comerica Bank | 7,995 | $685.0K | 0.00% | +197+2.5% | Added |
| L.M. Kohn & Company | 8,466 | $685.0K | 0.26% | +8,466 | New |
| Ontario Teachers Pension Plan Board | 8,518 | $689.0K | 0.01% | +4,292+101.6% | Added |
| Concord Wealth Partners | 8,572 | $693.0K | 0.18% | −238−2.7% | Reduced |
| E. Ohman J:or Asset Management AB | 8,600 | $695.2K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 8,631 | $697.0K | 0.04% | +1,912+28.5% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $699.0K | 0.34% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 8,687 | $702.0K | 0.06% | +466+5.7% | Added |
| Worldquant Millennium Advisors LLC | 8,845 | $715.0K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 8,848 | $715.0K | 0.05% | +65+0.7% | Added |
| Coldstream Capital Management Inc | 8,872 | $717.0K | 0.02% | +975+12.3% | Added |
| Little House Capital LLC | 8,900 | $719.0K | 0.37% | +8,900 | New |
| Arbor Capital Management Inc | 8,970 | $727.0K | 0.56% | +92+1.0% | Added |
| Prudential Financial Inc | 9,173 | $742.0K | 0.00% | −240−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 9,223 | $746.0K | 0.02% | +294+3.3% | Added |
| Western Wealth Management, LLC | 9,282 | $750.0K | 0.04% | +9,282 | New |
| Lazard Asset Management LLC | 9,507 | $767.0K | 0.00% | −6,212−39.5% | Reduced |
| Adams Wealth Management | 9,492 | $767.0K | 0.25% | −311−3.2% | Reduced |
| GraniteShares Advisors LLC | 9,490 | $767.0K | 0.42% | +839+9.7% | Added |
| Herbst Group, LLC | 9,500 | $768.0K | 0.51% | +9,500 | New |
| American Portfolios Advisors | 9,516 | $769.3K | 0.03% | +1,285+15.6% | Added |
| Patton Albertson Miller Group, LLC | 9,536 | $771.0K | 0.13% | −845−8.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,586 | $775.0K | 0.07% | +233+2.5% | Added |
| First National Trust Co | 9,695 | $784.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,741 | $787.0K | 0.00% | −424−4.2% | Reduced |
| Pinnacle Financial Partners Inc | 9,850 | $796.0K | 0.03% | +200+2.1% | Added |
| Capital Investment Advisory Services, LLC | 9,873 | $798.0K | 0.09% | +1,065+12.1% | Added |
| IFP Advisors, Inc | 13,608 | $799.0K | 0.01% | +11,162+456.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,000 | $808.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 10,000 | $808.0K | 0.00% | +1,000+11.1% | Added |
| Insight Wealth Partners, LLC | 10,014 | $810.0K | 0.57% | 00.0% | Unchanged |
| PFG Advisors | 10,068 | $814.0K | 0.08% | +7,158+246.0% | Added |
| Eldridge Investment Advisors, Inc. | 10,100 | $816.0K | 0.28% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,177 | $823.0K | 0.05% | +1,186+13.2% | Added |
| Apollon Wealth Management, LLC | 10,322 | $834.0K | 0.06% | +224+2.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $841.0K | 0.25% | 00.0% | Unchanged |
| KBC Group NV | 10,410 | $842.0K | 0.00% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 10,417 | $842.0K | 0.46% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,556 | $853.0K | 0.03% | +1,051+11.1% | Added |
| Hudson Portfolio Management LLC | 10,845 | $877.0K | 0.77% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 10,895 | $881.0K | 0.40% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,831 | $887.1K | 0.06% | +8,050+289.5% | Added |
| AGF Investments LLC | 11,160 | $902.0K | 0.08% | +10,689+2,269.4% | Added |
| Metropolitan Life Insurance Co | 11,168 | $902.8K | 0.03% | −4,801−30.1% | Reduced |
| Credential Qtrade Securities Inc. | 11,243 | $908.9K | 0.06% | +11,243 | New |
| D. E. Shaw & Co., Inc. | 11,380 | $920.0K | 0.00% | +6,935+156.0% | Added |
| Wambolt & Associates, LLC | 11,304 | $926.0K | 0.34% | −651−5.4% | Reduced |
| MKT Advisors LLC | 12,113 | $928.0K | 0.70% | +39+0.3% | Added |
| Old Port Advisors | 11,436 | $937.0K | 0.32% | +127+1.1% | Added |
| Cooper Financial Group | 11,688 | $945.0K | 0.36% | −679−5.5% | Reduced |
| FORA Capital, LLC | 11,515 | $947.0K | 0.17% | +4,614+66.9% | Added |
| Yousif Capital Management, LLC | 11,757 | $950.0K | 0.01% | +679+6.1% | Added |
| Vista Investment Management | 11,919 | $964.0K | 0.53% | +8+0.1% | Added |
| Sigma Planning Corp | 11,938 | $965.0K | 0.03% | +69+0.6% | Added |
| D.A. Davidson & Co. | 11,953 | $966.0K | 0.01% | +859+7.7% | Added |
| Knott David M Jr | 12,000 | $970.0K | 0.33% | +6,000+100.0% | Added |
| Client 1st Advisory Group, LLC | 12,094 | $978.0K | 0.48% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,150 | $982.0K | 0.07% | −1,303−9.7% | Reduced |
| Candriam Luxembourg S.C.A. | 12,411 | $1.00M | 0.01% | −1,417−10.2% | Reduced |
| Camden Capital, LLC | 12,499 | $1.01M | 0.22% | +8+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 12,525 | $1.01M | 0.02% | +125+1.0% | Added |
| Natixis Advisors, L.P. | 12,571 | $1.02M | 0.00% | +12,571 | New |
| Harbor Investment Advisory, LLC | 12,581 | $1.02M | 0.13% | −375−2.9% | Reduced |
| C2C Wealth Management, LLC | 11,868 | $1.02M | 0.17% | +140+1.2% | Added |
| Impax Asset Management Group plc | 12,652 | $1.02M | 0.00% | +200+1.6% | Added |
| Raymond James Trust N.A. | 12,660 | $1.02M | 0.03% | +1,336+11.8% | Added |
| NEIRG Wealth Management, LLC | 12,786 | $1.03M | 0.20% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 12,905 | $1.04M | 0.02% | +12,905 | New |
| Wolverine Trading, LLC | 12,730 | $1.05M | 0.03% | −15,858−55.5% | Reduced |
| Allstate Corp | 13,039 | $1.05M | 0.03% | −38,352−74.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 13,540 | $1.09M | 0.05% | +854+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 13,846 | $1.12M | 0.02% | −246−1.7% | Reduced |
| Versor Investments LP | 13,840 | $1.12M | 0.04% | +3,740+37.0% | Added |
| AlphaCrest Capital Management LLC | 13,870 | $1.12M | 0.06% | −552−3.8% | Reduced |
| CWM, LLC | 13,939 | $1.13M | 0.01% | −650−4.5% | Reduced |
| Aurora Private Wealth, Inc. | 13,989 | $1.13M | 0.47% | −40−0.3% | Reduced |
| Madison Wealth Management | 14,000 | $1.13M | 0.24% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,172 | $1.15M | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,278 | $1.15M | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 14,331 | $1.16M | 0.02% | −210−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 14,333 | $1.16M | 0.11% | −18−0.1% | Reduced |
| EP Wealth Advisors, LLC | 14,651 | $1.18M | 0.03% | −1,417−8.8% | Reduced |
| Elo Mutual Pension Insurance Co | 14,651 | $1.18M | 0.03% | +1,416+10.7% | Added |
| Flagship Private Wealth, LLC | 14,771 | $1.19M | 0.98% | −3,486−19.1% | Reduced |
| Westpac Banking Corp | 14,790 | $1.20M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 14,905 | $1.21M | 0.00% | +14,905 | New |
| Founders Financial Alliance, LLC | 15,053 | $1.22M | 0.54% | −526−3.4% | Reduced |
| Equitable Holdings, Inc. | 15,430 | $1.25M | 0.02% | +1,135+7.9% | Added |
| Texas Yale Capital Corp. | 15,442 | $1.25M | 0.07% | −1,068−6.5% | Reduced |
| JB Capital LLC | 15,770 | $1.27M | 0.12% | −3,508−18.2% | Reduced |
| Jag Capital Management, LLC | 18,061 | $1.28M | 0.13% | −6,896−27.6% | Reduced |
| SRS Capital Advisors, Inc. | 15,887 | $1.28M | 0.17% | +4,761+42.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,905 | $1.29M | 0.29% | −3,862−19.5% | Reduced |
| Richard P Slaughter Associates Inc | 16,235 | $1.31M | 0.49% | +764+4.9% | Added |
| Mission Creek Capital Partners, Inc. | 16,779 | $1.36M | 0.36% | +287+1.7% | Added |
| JustInvest LLC | 16,942 | $1.37M | 0.07% | −4,000−19.1% | Reduced |
| Mackenzie Financial Corp | 17,321 | $1.40M | 0.00% | +1,301+8.1% | Added |
| Tectonic Advisors LLC | 17,345 | $1.40M | 0.24% | +3,292+23.4% | Added |