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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 106,503 | $8.61M | 0.09% | +1,692+1.6% | Added |
| Nicholas Company, Inc. | 105,055 | $8.49M | 0.15% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 104,353 | $8.44M | 2.51% | −1,775−1.7% | Reduced |
| Hoylecohen, LLC | 103,577 | $8.37M | 0.72% | +11,896+13.0% | Added |
| Cullen/Frost Bankers, Inc. | 101,031 | $8.18M | 0.16% | +7,354+7.9% | Added |
| Stony Point Wealth Management Inc. | 101,010 | $8.17M | 4.31% | +5,359+5.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 100,929 | $8.16M | 0.04% | −43,895−30.3% | Reduced |
| Allworth Financial LP | 100,905 | $8.16M | 0.10% | +3,764+3.9% | Added |
| Handelsbanken Fonder AB | 99,896 | $8.08M | 0.05% | +14,743+17.3% | Added |
| State of Alaska, Department of Revenue | 98,550 | $7.97M | 0.08% | +4,055+4.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 97,221 | $7.86M | 0.02% | −6,512−6.3% | Reduced |
| Bank of Montreal | 94,950 | $7.81M | 0.00% | +72,407+321.2% | Added |
| Franklin Resources Inc | 95,989 | $7.76M | 0.00% | −42,284−30.6% | Reduced |
| CIBC World Markets Corp | 95,947 | $7.76M | 0.06% | +95,947 | New |
| Dai-Ichi Life Insurance Company, Ltd | 92,705 | $7.49M | 0.12% | 00.0% | Unchanged |
| EWG Elevate Inc. | 91,356 | $7.38M | 2.90% | +214+0.2% | Added |
| Stifel Financial Corp | 91,096 | $7.36M | 0.01% | +2,978+3.4% | Added |
| Price T Rowe Associates Inc | 90,911 | $7.35M | 0.00% | −237,681−72.3% | Reduced |
| DekaBank Deutsche Girozentrale | 88,475 | $7.30M | 0.02% | +24,238+37.7% | Added |
| Victory Capital Management Inc | 89,752 | $7.25M | 0.01% | +56,043+166.3% | Added |
| Gillson Capital LP | 84,927 | $6.87M | 0.55% | −87,403−50.7% | Reduced |
| Nisa Investment Advisors, LLC | 84,841 | $6.86M | 0.05% | −3,095−3.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 84,399 | $6.82M | 0.93% | +2,347+2.9% | Added |
| Evergreen Capital Management LLC | 83,098 | $6.72M | 0.27% | +83,098 | New |
| Caisse de Depot Et Placement du Quebec | 83,000 | $6.71M | 0.02% | +83,000 | New |
| Sheets Smith Wealth Management | 81,461 | $6.58M | 0.91% | −700−0.9% | Reduced |
| Axel Capital Management, LLC | 80,000 | $6.47M | 8.20% | +80,000 | New |
| State of New Jersey Common Pension Fund D | 79,681 | $6.44M | 0.02% | +2,609+3.4% | Added |
| Blair William & Co | 77,446 | $6.26M | 0.02% | +2,410+3.2% | Added |
| Beacon Pointe Advisors, LLC | 76,414 | $6.18M | 0.08% | +27,882+57.5% | Added |
| Foundry Partners, LLC | 75,880 | $6.13M | 0.31% | +75,880 | New |
| Forsta Ap-Fonden | 75,700 | $6.12M | 0.07% | −7,400−8.9% | Reduced |
| Royal London Asset Management Ltd | 74,571 | $6.03M | 0.02% | +9,810+15.1% | Added |
| Van Eck Associates Corp | 73,927 | $5.98M | 0.01% | −19,226−20.6% | Reduced |
| Demars Financial Group, LLC | 73,086 | $5.91M | 2.97% | +11,472+18.6% | Added |
| Forward Management, LLC | 72,660 | $5.87M | 0.61% | +60+0.1% | Added |
| Rock Point Advisors, LLC | 71,670 | $5.79M | 1.73% | −77−0.1% | Reduced |
| Treasurer of the State of North Carolina | 70,451 | $5.70M | 0.03% | +938+1.3% | Added |
| Daiwa Securities Group Inc. | 68,408 | $5.53M | 0.03% | −947−1.4% | Reduced |
| Oak Harvest Investment Services | 68,191 | $5.51M | 1.36% | +52,162+325.4% | Added |
| FMR LLC | 67,495 | $5.46M | 0.00% | +2,107+3.2% | Added |
| Karpas Strategies, LLC | 66,738 | $5.39M | 1.70% | +330+0.5% | Added |
| Inspirion Wealth Advisors, LLC | 64,266 | $5.20M | 1.06% | −1,802−2.7% | Reduced |
| First Republic Investment Management, Inc. | 63,434 | $5.13M | 0.01% | +22,204+53.9% | Added |
| Mutual Advisors, LLC | 63,155 | $5.11M | 0.29% | +2,604+4.3% | Added |
| Standard Life Aberdeen plc | 61,712 | $5.07M | 0.01% | −16,723−21.3% | Reduced |
| SEI Investments Co | 62,034 | $5.03M | 0.01% | +10,474+20.3% | Added |
| Guggenheim Capital LLC | 62,095 | $5.02M | 0.03% | +3,558+6.1% | Added |
| Ensign Peak Advisors, Inc | 61,745 | $4.99M | 0.01% | +12,315+24.9% | Added |
| Surevest, LLC | 60,727 | $4.91M | 1.18% | −8,631−12.4% | Reduced |
| Toronto Dominion Bank | 60,022 | $4.85M | 0.01% | +1,428+2.4% | Added |
| Storebrand Asset Management AS | 59,416 | $4.80M | 0.02% | −2,945−4.7% | Reduced |
| MML Investors Services, LLC | 59,322 | $4.80M | 0.03% | +7,845+15.2% | Added |
| Mariner, LLC | 58,388 | $4.72M | 0.02% | +6,700+13.0% | Added |
| NewSquare Capital LLC | 57,908 | $4.68M | 0.50% | +6,611+12.9% | Added |
| USS Investment Management Ltd | 56,753 | $4.59M | 0.04% | +18,015+46.5% | Added |
| Bessemer Group Inc | 56,592 | $4.57M | 0.01% | +50.0% | Added |
| Employees Retirement System of Texas | 56,500 | $4.57M | 0.05% | −28,000−33.1% | Reduced |
| Cetera Investment Advisers | 56,439 | $4.56M | 0.07% | +2,142+3.9% | Added |
| Sonora Investment Management Group, LLC | 56,343 | $4.55M | 0.52% | +11,313+25.1% | Added |
| BNP Paribas Arbitrage, SA | 54,435 | $4.40M | 0.01% | −35,317−39.3% | Reduced |
| Private Advisor Group, LLC | 52,517 | $4.25M | 0.03% | +4,935+10.4% | Added |
| Robeco Institutional Asset Management B.V. | 52,336 | $4.23M | 0.01% | +20,425+64.0% | Added |
| GSI Capital Advisors LLC | 52,350 | $4.23M | 1.59% | −33,066−38.7% | Reduced |
| SOA Wealth Advisors, LLC. | 52,249 | $4.22M | 1.03% | −238−0.5% | Reduced |
| Aviva PLC | 52,065 | $4.21M | 0.02% | −3,044−5.5% | Reduced |
| AdvisorNet Financial, Inc | 52,012 | $4.21M | 0.27% | −1,896−3.5% | Reduced |
| Arizona State Retirement System | 51,854 | $4.19M | 0.03% | +1,499+3.0% | Added |
| Hallmark Capital Management Inc | 50,894 | $4.11M | 0.34% | +893+1.8% | Added |
| Hantz Financial Services, Inc. | 50,655 | $4.09M | 0.12% | +3,376+7.1% | Added |
| Colonial Trust Advisors | 50,473 | $4.08M | 0.48% | +3,656+7.8% | Added |
| Nkcfo LLC | 50,400 | $4.07M | 1.27% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 49,331 | $3.99M | 0.05% | +4,283+9.5% | Added |
| Meritage Portfolio Management | 49,253 | $3.98M | 0.25% | +837+1.7% | Added |
| Wellington Shields Capital Management, LLC | 46,287 | $3.79M | 0.42% | −8,254−15.1% | Reduced |
| Pensionfund DSM Netherlands | 46,800 | $3.78M | 1.80% | −13,000−21.7% | Reduced |
| Cozad Asset Management Inc | 46,113 | $3.73M | 0.52% | +2,654+6.1% | Added |
| Janus Henderson Group PLC | 45,432 | $3.67M | 0.00% | +10,527+30.2% | Added |
| Pensionfund Sabic | 43,204 | $3.49M | 0.87% | −7,500−14.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 42,731 | $3.45M | 1.66% | +5,002+13.3% | Added |
| Rench Wealth Management, Inc. | 42,332 | $3.42M | 1.56% | +638+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 42,053 | $3.40M | 0.12% | +4,108+10.8% | Added |
| RPg Family Wealth Advisory, LLC | 41,112 | $3.37M | 1.44% | +1,723+4.4% | Added |
| Capital Square, LLC | 41,602 | $3.36M | 2.40% | −2,373−5.4% | Reduced |
| Bahl & Gaynor Inc | 41,428 | $3.35M | 0.02% | −550−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 40,821 | $3.30M | 0.00% | −4,430−9.8% | Reduced |
| Creative Planning | 39,646 | $3.21M | 0.00% | +1,327+3.5% | Added |
| Evanson Asset Management, LLC | 39,460 | $3.19M | 0.31% | +24+0.1% | Added |
| Avantax Advisory Services, Inc. | 39,374 | $3.17M | 0.04% | +847+2.2% | Added |
| Teacher Retirement System of Texas | 38,479 | $3.11M | 0.02% | +2,624+7.3% | Added |
| Atria Wealth Solutions, Inc. | 37,514 | $3.06M | 0.05% | +37,514 | New |
| Nissay Asset Management Corp | 37,816 | $3.06M | 0.03% | +712+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 37,778 | $3.05M | 0.17% | +32,557+623.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,534 | $2.95M | 0.03% | −1,200−3.2% | Reduced |
| Seeyond | 36,000 | $2.91M | 0.29% | +14,870+70.4% | Added |
| XML Financial, LLC | 35,969 | $2.91M | 0.35% | +2,649+8.0% | Added |
| Excalibur Management Corp | 35,846 | $2.90M | 1.26% | −86−0.2% | Reduced |
| Weaver Consulting Group | 35,665 | $2.88M | 1.40% | −101−0.3% | Reduced |
| AMP Capital Investors Ltd | 35,040 | $2.83M | 0.12% | −39,721−53.1% | Reduced |
| HRT Financial LP | 34,754 | $2.81M | 0.02% | −48,767−58.4% | Reduced |