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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 41,428 | $3.35M | 0.02% | −550−1.3% | Reduced |
| Capital Square, LLC | 41,602 | $3.36M | 2.40% | −2,373−5.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 41,112 | $3.37M | 1.44% | +1,723+4.4% | Added |
| Carnegie Capital Asset Management, LLC | 42,053 | $3.40M | 0.12% | +4,108+10.8% | Added |
| Rench Wealth Management, Inc. | 42,332 | $3.42M | 1.56% | +638+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 42,731 | $3.45M | 1.66% | +5,002+13.3% | Added |
| Pensionfund Sabic | 43,204 | $3.49M | 0.87% | −7,500−14.8% | Reduced |
| Janus Henderson Group PLC | 45,432 | $3.67M | 0.00% | +10,527+30.2% | Added |
| Cozad Asset Management Inc | 46,113 | $3.73M | 0.52% | +2,654+6.1% | Added |
| Pensionfund DSM Netherlands | 46,800 | $3.78M | 1.80% | −13,000−21.7% | Reduced |
| Wellington Shields Capital Management, LLC | 46,287 | $3.79M | 0.42% | −8,254−15.1% | Reduced |
| Meritage Portfolio Management | 49,253 | $3.98M | 0.25% | +837+1.7% | Added |
| Cetera Advisor Networks LLC | 49,331 | $3.99M | 0.05% | +4,283+9.5% | Added |
| Nkcfo LLC | 50,400 | $4.07M | 1.27% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50,473 | $4.08M | 0.48% | +3,656+7.8% | Added |
| Hantz Financial Services, Inc. | 50,655 | $4.09M | 0.12% | +3,376+7.1% | Added |
| Hallmark Capital Management Inc | 50,894 | $4.11M | 0.34% | +893+1.8% | Added |
| Arizona State Retirement System | 51,854 | $4.19M | 0.03% | +1,499+3.0% | Added |
| AdvisorNet Financial, Inc | 52,012 | $4.21M | 0.27% | −1,896−3.5% | Reduced |
| Aviva PLC | 52,065 | $4.21M | 0.02% | −3,044−5.5% | Reduced |
| SOA Wealth Advisors, LLC. | 52,249 | $4.22M | 1.03% | −238−0.5% | Reduced |
| GSI Capital Advisors LLC | 52,350 | $4.23M | 1.59% | −33,066−38.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 52,336 | $4.23M | 0.01% | +20,425+64.0% | Added |
| Private Advisor Group, LLC | 52,517 | $4.25M | 0.03% | +4,935+10.4% | Added |
| BNP Paribas Arbitrage, SA | 54,435 | $4.40M | 0.01% | −35,317−39.3% | Reduced |
| Sonora Investment Management Group, LLC | 56,343 | $4.55M | 0.52% | +11,313+25.1% | Added |
| Cetera Investment Advisers | 56,439 | $4.56M | 0.07% | +2,142+3.9% | Added |
| Employees Retirement System of Texas | 56,500 | $4.57M | 0.05% | −28,000−33.1% | Reduced |
| Bessemer Group Inc | 56,592 | $4.57M | 0.01% | +50.0% | Added |
| USS Investment Management Ltd | 56,753 | $4.59M | 0.04% | +18,015+46.5% | Added |
| NewSquare Capital LLC | 57,908 | $4.68M | 0.50% | +6,611+12.9% | Added |
| Mariner, LLC | 58,388 | $4.72M | 0.02% | +6,700+13.0% | Added |
| MML Investors Services, LLC | 59,322 | $4.80M | 0.03% | +7,845+15.2% | Added |
| Storebrand Asset Management AS | 59,416 | $4.80M | 0.02% | −2,945−4.7% | Reduced |
| Toronto Dominion Bank | 60,022 | $4.85M | 0.01% | +1,428+2.4% | Added |
| Surevest, LLC | 60,727 | $4.91M | 1.18% | −8,631−12.4% | Reduced |
| Ensign Peak Advisors, Inc | 61,745 | $4.99M | 0.01% | +12,315+24.9% | Added |
| Guggenheim Capital LLC | 62,095 | $5.02M | 0.03% | +3,558+6.1% | Added |
| SEI Investments Co | 62,034 | $5.03M | 0.01% | +10,474+20.3% | Added |
| Standard Life Aberdeen plc | 61,712 | $5.07M | 0.01% | −16,723−21.3% | Reduced |
| Mutual Advisors, LLC | 63,155 | $5.11M | 0.29% | +2,604+4.3% | Added |
| First Republic Investment Management, Inc. | 63,434 | $5.13M | 0.01% | +22,204+53.9% | Added |
| Inspirion Wealth Advisors, LLC | 64,266 | $5.20M | 1.06% | −1,802−2.7% | Reduced |
| Karpas Strategies, LLC | 66,738 | $5.39M | 1.70% | +330+0.5% | Added |
| FMR LLC | 67,495 | $5.46M | 0.00% | +2,107+3.2% | Added |
| Oak Harvest Investment Services | 68,191 | $5.51M | 1.36% | +52,162+325.4% | Added |
| Daiwa Securities Group Inc. | 68,408 | $5.53M | 0.03% | −947−1.4% | Reduced |
| Treasurer of the State of North Carolina | 70,451 | $5.70M | 0.03% | +938+1.3% | Added |
| Rock Point Advisors, LLC | 71,670 | $5.79M | 1.73% | −77−0.1% | Reduced |
| Forward Management, LLC | 72,660 | $5.87M | 0.61% | +60+0.1% | Added |
| Demars Financial Group, LLC | 73,086 | $5.91M | 2.97% | +11,472+18.6% | Added |
| Van Eck Associates Corp | 73,927 | $5.98M | 0.01% | −19,226−20.6% | Reduced |
| Royal London Asset Management Ltd | 74,571 | $6.03M | 0.02% | +9,810+15.1% | Added |
| Forsta Ap-Fonden | 75,700 | $6.12M | 0.07% | −7,400−8.9% | Reduced |
| Foundry Partners, LLC | 75,880 | $6.13M | 0.31% | +75,880 | New |
| Beacon Pointe Advisors, LLC | 76,414 | $6.18M | 0.08% | +27,882+57.5% | Added |
| Blair William & Co | 77,446 | $6.26M | 0.02% | +2,410+3.2% | Added |
| State of New Jersey Common Pension Fund D | 79,681 | $6.44M | 0.02% | +2,609+3.4% | Added |
| Axel Capital Management, LLC | 80,000 | $6.47M | 8.20% | +80,000 | New |
| Sheets Smith Wealth Management | 81,461 | $6.58M | 0.91% | −700−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 83,000 | $6.71M | 0.02% | +83,000 | New |
| Evergreen Capital Management LLC | 83,098 | $6.72M | 0.27% | +83,098 | New |
| Te Ahumairangi Investment Management Ltd | 84,399 | $6.82M | 0.93% | +2,347+2.9% | Added |
| Nisa Investment Advisors, LLC | 84,841 | $6.86M | 0.05% | −3,095−3.5% | Reduced |
| Gillson Capital LP | 84,927 | $6.87M | 0.55% | −87,403−50.7% | Reduced |
| Victory Capital Management Inc | 89,752 | $7.25M | 0.01% | +56,043+166.3% | Added |
| DekaBank Deutsche Girozentrale | 88,475 | $7.30M | 0.02% | +24,238+37.7% | Added |
| Price T Rowe Associates Inc | 90,911 | $7.35M | 0.00% | −237,681−72.3% | Reduced |
| Stifel Financial Corp | 91,096 | $7.36M | 0.01% | +2,978+3.4% | Added |
| EWG Elevate Inc. | 91,356 | $7.38M | 2.90% | +214+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 92,705 | $7.49M | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Corp | 95,947 | $7.76M | 0.06% | +95,947 | New |
| Franklin Resources Inc | 95,989 | $7.76M | 0.00% | −42,284−30.6% | Reduced |
| Bank of Montreal | 94,950 | $7.81M | 0.00% | +72,407+321.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 97,221 | $7.86M | 0.02% | −6,512−6.3% | Reduced |
| State of Alaska, Department of Revenue | 98,550 | $7.97M | 0.08% | +4,055+4.3% | Added |
| Handelsbanken Fonder AB | 99,896 | $8.08M | 0.05% | +14,743+17.3% | Added |
| Allworth Financial LP | 100,905 | $8.16M | 0.10% | +3,764+3.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 100,929 | $8.16M | 0.04% | −43,895−30.3% | Reduced |
| Stony Point Wealth Management Inc. | 101,010 | $8.17M | 4.31% | +5,359+5.6% | Added |
| Cullen/Frost Bankers, Inc. | 101,031 | $8.18M | 0.16% | +7,354+7.9% | Added |
| Hoylecohen, LLC | 103,577 | $8.37M | 0.72% | +11,896+13.0% | Added |
| Morgan Dempsey Capital Management LLC | 104,353 | $8.44M | 2.51% | −1,775−1.7% | Reduced |
| Nicholas Company, Inc. | 105,055 | $8.49M | 0.15% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 106,503 | $8.61M | 0.09% | +1,692+1.6% | Added |
| Susquehanna International Group, LLP | 109,119 | $8.82M | 0.01% | +22,850+26.5% | Added |
| Janney Montgomery Scott LLC | 111,369 | $9.00M | 0.04% | +2,642+2.4% | Added |
| Eaton Vance Management | 112,071 | $9.06M | 0.01% | +661+0.6% | Added |
| Neuberger Berman Group LLC | 112,615 | $9.10M | 0.01% | +7,434+7.1% | Added |
| Macquarie Group Ltd | 120,178 | $9.29M | 0.01% | +42,763+55.2% | Added |
| Pictet Asset Management SA | 120,401 | $9.73M | 0.01% | −20,329−14.4% | Reduced |
| Cetera Advisors LLC | 122,185 | $9.88M | 0.20% | +5,987+5.2% | Added |
| First Trust Advisors LP | 125,969 | $10.2M | 0.01% | −40,972−24.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127,501 | $10.3M | 0.04% | +4,577+3.7% | Added |
| TD Asset Management Inc | 133,062 | $10.8M | 0.01% | +40,879+44.3% | Added |
| Exchange Traded Concepts, LLC | 135,251 | $10.9M | 0.22% | −79−0.1% | Reduced |
| Voya Investment Management LLC | 135,308 | $10.9M | 0.02% | +107,893+393.6% | Added |
| State of Wisconsin Investment Board | 137,345 | $11.1M | 0.02% | +1,138+0.8% | Added |
| TruWealth Advisors, LLC | 141,209 | $11.4M | 1.19% | −6,431−4.4% | Reduced |
| Private Capital Advisors, Inc. | 141,518 | $11.4M | 1.67% | +12,793+9.9% | Added |