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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 17,373 | $1.40M | 0.22% | −280−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 17,464 | $1.41M | 0.04% | +436+2.6% | Added |
| Total Clarity Wealth Management, Inc. | 17,483 | $1.41M | 0.78% | +293+1.7% | Added |
| Redpoint Investment Management Pty Ltd | 18,125 | $1.47M | 0.15% | +300+1.7% | Added |
| Amalgamated Bank | 18,275 | $1.48M | 0.01% | −1,013−5.3% | Reduced |
| Colony Group LLC | 18,272 | $1.48M | 0.02% | +157+0.9% | Added |
| Amalgamated Financial Corp. | 18,275 | $1.48M | 0.01% | +18,275 | New |
| Susquehanna Fundamental Investments, LLC | 18,500 | $1.50M | 0.03% | +18,500 | New |
| Prairiewood Capital, LLC | 18,556 | $1.50M | 1.05% | +12,101+187.5% | Added |
| Shell Asset Management Co | 18,595 | $1.50M | 0.04% | −442−2.3% | Reduced |
| RB Capital Management, LLC | 18,782 | $1.52M | 0.49% | +1,289+7.4% | Added |
| Lockheed Martin Investment Management Co | 18,805 | $1.52M | 0.08% | −2,200−10.5% | Reduced |
| V Wealth Advisors LLC | 18,928 | $1.53M | 0.24% | −414−2.1% | Reduced |
| SG Americas Securities, LLC | 19,067 | $1.54M | 0.01% | −8,909−31.8% | Reduced |
| Bennicas & Associates, Inc. | 19,200 | $1.55M | 0.78% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 19,295 | $1.56M | 0.01% | −297−1.5% | Reduced |
| Independent Advisor Alliance | 19,375 | $1.57M | 0.08% | −213−1.1% | Reduced |
| FLC Capital Advisors | 19,438 | $1.57M | 0.44% | +3,584+22.6% | Added |
| Mountain Capital Investment Advisors, Inc | 19,242 | $1.57M | 0.74% | −1,057−5.2% | Reduced |
| Brinker Capital Investments, LLC | 19,523 | $1.58M | 0.02% | +848+4.5% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.58M | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 19,736 | $1.59M | 0.10% | +127+0.6% | Added |
| Natixis Investment Managers International | 20,027 | $1.62M | 0.03% | +20,027 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 21,139 | $1.66M | 0.07% | +2,375+12.7% | Added |
| United Capital Financial Advisers, LLC | 20,722 | $1.68M | 0.01% | −6,473−23.8% | Reduced |
| Centaurus Financial, Inc. | 20,737 | $1.68M | 0.13% | +245+1.2% | Added |
| DuPont Capital Management Corp | 20,831 | $1.68M | 0.07% | +12,181+140.8% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.71M | 0.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 21,157 | $1.71M | 0.22% | +4,361+26.0% | Added |
| Morse Asset Management, Inc | 21,415 | $1.73M | 0.43% | +15,215+245.4% | Added |
| Schroder Investment Management Group | 21,116 | $1.74M | 0.00% | −396−1.8% | Reduced |
| Graham Capital Wealth Management, LLC | 21,615 | $1.75M | 1.55% | −1,429−6.2% | Reduced |
| M&T Bank Corp | 21,642 | $1.75M | 0.01% | +1,976+10.0% | Added |
| Atria Investments LLC | 21,915 | $1.77M | 0.03% | +2,130+10.8% | Added |
| Arete Wealth Advisors, LLC | 22,083 | $1.78M | 0.15% | +659+3.1% | Added |
| Wealthcare Advisory Partners LLC | 22,295 | $1.80M | 0.11% | +881+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 22,439 | $1.81M | 0.00% | +2,805+14.3% | Added |
| Wellington Management Group LLP | 22,664 | $1.83M | 0.00% | −353−1.5% | Reduced |
| Principal Financial Group Inc | 22,885 | $1.85M | 0.00% | +6,028+35.8% | Added |
| Brooks, Moore & Associates, Inc. | 22,895 | $1.85M | 1.14% | +1,550+7.3% | Added |
| Strategic Wealth Advisors Group, LLC | 23,278 | $1.88M | 0.07% | +527+2.3% | Added |
| Gsa Capital Partners LLP | 23,725 | $1.92M | 0.26% | +23,725 | New |
| Wellington Shields & Co., LLC | 23,852 | $1.93M | 0.63% | +4,550+23.6% | Added |
| Horan Capital Advisors, LLC. | 23,969 | $1.94M | 0.78% | +338+1.4% | Added |
| Truvestments Capital LLC | 24,078 | $1.95M | 1.07% | +1,712+7.7% | Added |
| South Dakota Investment Council | 24,234 | $1.96M | 0.04% | +24,234 | New |
| Spirit of America Management Corp | 24,290 | $1.96M | 0.38% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 24,399 | $1.97M | 0.01% | +7,849+47.4% | Added |
| Associated Banc-Corp | 24,800 | $2.00M | 0.08% | 00.0% | Unchanged |
| CWM Advisors, LLC | 25,346 | $2.05M | 0.24% | −2,226−8.1% | Reduced |
| Jane Street Group, LLC | 25,713 | $2.08M | 0.00% | +17,150+200.3% | Added |
| Russell Investments Group, Ltd. | 25,746 | $2.08M | 0.00% | −21,932−46.0% | Reduced |
| Wealthstar Advisors, LLC | 25,845 | $2.09M | 0.77% | +55+0.2% | Added |
| Moors & Cabot, Inc. | 25,840 | $2.09M | 0.13% | +1,603+6.6% | Added |
| Gulf International Bank (UK) Ltd | 26,003 | $2.10M | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 26,405 | $2.13M | 0.05% | +17,884+209.9% | Added |
| Holocene Advisors, LP | 26,420 | $2.14M | 0.01% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 26,763 | $2.16M | 2.23% | +1,795+7.2% | Added |
| Herold Advisors, Inc. | 28,502 | $2.30M | 0.82% | +83+0.3% | Added |
| British Columbia Investment Management Corp | 28,757 | $2.33M | 0.01% | −3,676−11.3% | Reduced |
| Thrivent Financial for Lutherans | 29,114 | $2.35M | 0.00% | +4,000+15.9% | Added |
| IFM Investors Pty Ltd | 29,175 | $2.36M | 0.04% | +4,054+16.1% | Added |
| DnB Asset Management AS | 29,561 | $2.39M | 0.01% | +2,411+8.9% | Added |
| ProShare Advisors LLC | 29,792 | $2.41M | 0.01% | −1,043−3.4% | Reduced |
| AE Wealth Management LLC | 30,141 | $2.44M | 0.02% | +2,900+10.6% | Added |
| TFG Advisers LLC | 30,180 | $2.44M | 1.12% | +953+3.3% | Added |
| Lakeview Capital Partners, LLC | 30,417 | $2.46M | 1.26% | +2,231+7.9% | Added |
| Gradient Capital Advisors, LLC | 30,479 | $2.46M | 1.04% | +344+1.1% | Added |
| Squarepoint Ops LLC | 30,548 | $2.47M | 0.02% | −27,900−47.7% | Reduced |
| Capitolis Advisors LLC | 30,832 | $2.49M | 0.13% | −19,382−38.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 30,855 | $2.49M | 0.01% | +3,700+13.6% | Added |
| US Bancorp | 31,344 | $2.53M | 0.00% | +2,601+9.0% | Added |
| Mercer Global Advisors Inc | 32,158 | $2.60M | 0.02% | +3,115+10.7% | Added |
| AQR Capital Management LLC | 32,201 | $2.60M | 0.00% | +8,596+36.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,594 | $2.63M | 0.06% | +2,475+8.2% | Added |
| SeaBridge Investment Advisors LLC | 33,078 | $2.67M | 0.80% | −816−2.4% | Reduced |
| M Holdings Securities, Inc. | 33,150 | $2.68M | 0.20% | +33,150 | New |
| Geneos Wealth Management Inc. | 33,493 | $2.70M | 0.12% | −272,805−89.1% | Reduced |
| Bensler, LLC | 33,516 | $2.71M | 0.57% | −169−0.5% | Reduced |
| Employees Provident Fund Board | 33,600 | $2.72M | 0.05% | +8,100+31.8% | Added |
| Utah Retirement Systems | 33,676 | $2.72M | 0.04% | +400+1.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 33,770 | $2.73M | 0.02% | −1,047−3.0% | Reduced |
| Baird Financial Group, Inc. | 33,867 | $2.74M | 0.01% | +1,369+4.2% | Added |
| National Asset Management, Inc. | 33,958 | $2.75M | 0.09% | −235−0.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,535 | $2.79M | 2.09% | −75−0.2% | Reduced |
| HRT Financial LP | 34,754 | $2.81M | 0.02% | −48,767−58.4% | Reduced |
| AMP Capital Investors Ltd | 35,040 | $2.83M | 0.12% | −39,721−53.1% | Reduced |
| Weaver Consulting Group | 35,665 | $2.88M | 1.40% | −101−0.3% | Reduced |
| Excalibur Management Corp | 35,846 | $2.90M | 1.26% | −86−0.2% | Reduced |
| XML Financial, LLC | 35,969 | $2.91M | 0.35% | +2,649+8.0% | Added |
| Seeyond | 36,000 | $2.91M | 0.29% | +14,870+70.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,534 | $2.95M | 0.03% | −1,200−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 37,778 | $3.05M | 0.17% | +32,557+623.6% | Added |
| Nissay Asset Management Corp | 37,816 | $3.06M | 0.03% | +712+1.9% | Added |
| Atria Wealth Solutions, Inc. | 37,514 | $3.06M | 0.05% | +37,514 | New |
| Teacher Retirement System of Texas | 38,479 | $3.11M | 0.02% | +2,624+7.3% | Added |
| Avantax Advisory Services, Inc. | 39,374 | $3.17M | 0.04% | +847+2.2% | Added |
| Evanson Asset Management, LLC | 39,460 | $3.19M | 0.31% | +24+0.1% | Added |
| Creative Planning | 39,646 | $3.21M | 0.00% | +1,327+3.5% | Added |
| The PNC Financial Services Group, Inc. | 40,821 | $3.30M | 0.00% | −4,430−9.8% | Reduced |