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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 34,535 | $2.79M | 2.09% | −75−0.2% | Reduced |
| National Asset Management, Inc. | 33,958 | $2.75M | 0.09% | −235−0.7% | Reduced |
| Baird Financial Group, Inc. | 33,867 | $2.74M | 0.01% | +1,369+4.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 33,770 | $2.73M | 0.02% | −1,047−3.0% | Reduced |
| Utah Retirement Systems | 33,676 | $2.72M | 0.04% | +400+1.2% | Added |
| Employees Provident Fund Board | 33,600 | $2.72M | 0.05% | +8,100+31.8% | Added |
| Bensler, LLC | 33,516 | $2.71M | 0.57% | −169−0.5% | Reduced |
| Geneos Wealth Management Inc. | 33,493 | $2.70M | 0.12% | −272,805−89.1% | Reduced |
| M Holdings Securities, Inc. | 33,150 | $2.68M | 0.20% | +33,150 | New |
| SeaBridge Investment Advisors LLC | 33,078 | $2.67M | 0.80% | −816−2.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,594 | $2.63M | 0.06% | +2,475+8.2% | Added |
| AQR Capital Management LLC | 32,201 | $2.60M | 0.00% | +8,596+36.4% | Added |
| Mercer Global Advisors Inc | 32,158 | $2.60M | 0.02% | +3,115+10.7% | Added |
| US Bancorp | 31,344 | $2.53M | 0.00% | +2,601+9.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 30,855 | $2.49M | 0.01% | +3,700+13.6% | Added |
| Capitolis Advisors LLC | 30,832 | $2.49M | 0.13% | −19,382−38.6% | Reduced |
| Squarepoint Ops LLC | 30,548 | $2.47M | 0.02% | −27,900−47.7% | Reduced |
| Gradient Capital Advisors, LLC | 30,479 | $2.46M | 1.04% | +344+1.1% | Added |
| Lakeview Capital Partners, LLC | 30,417 | $2.46M | 1.26% | +2,231+7.9% | Added |
| TFG Advisers LLC | 30,180 | $2.44M | 1.12% | +953+3.3% | Added |
| AE Wealth Management LLC | 30,141 | $2.44M | 0.02% | +2,900+10.6% | Added |
| ProShare Advisors LLC | 29,792 | $2.41M | 0.01% | −1,043−3.4% | Reduced |
| DnB Asset Management AS | 29,561 | $2.39M | 0.01% | +2,411+8.9% | Added |
| IFM Investors Pty Ltd | 29,175 | $2.36M | 0.04% | +4,054+16.1% | Added |
| Thrivent Financial for Lutherans | 29,114 | $2.35M | 0.00% | +4,000+15.9% | Added |
| British Columbia Investment Management Corp | 28,757 | $2.33M | 0.01% | −3,676−11.3% | Reduced |
| Herold Advisors, Inc. | 28,502 | $2.30M | 0.82% | +83+0.3% | Added |
| Investmark Advisory Group LLC | 26,763 | $2.16M | 2.23% | +1,795+7.2% | Added |
| Holocene Advisors, LP | 26,420 | $2.14M | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 26,405 | $2.13M | 0.05% | +17,884+209.9% | Added |
| Gulf International Bank (UK) Ltd | 26,003 | $2.10M | 0.03% | 00.0% | Unchanged |
| 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 |
| Russell Investments Group, Ltd. | 25,746 | $2.08M | 0.00% | −21,932−46.0% | Reduced |
| Jane Street Group, LLC | 25,713 | $2.08M | 0.00% | +17,150+200.3% | Added |
| CWM Advisors, LLC | 25,346 | $2.05M | 0.24% | −2,226−8.1% | Reduced |
| Associated Banc-Corp | 24,800 | $2.00M | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 24,399 | $1.97M | 0.01% | +7,849+47.4% | Added |
| Spirit of America Management Corp | 24,290 | $1.96M | 0.38% | 00.0% | Unchanged |
| South Dakota Investment Council | 24,234 | $1.96M | 0.04% | +24,234 | New |
| Truvestments Capital LLC | 24,078 | $1.95M | 1.07% | +1,712+7.7% | Added |
| Horan Capital Advisors, LLC. | 23,969 | $1.94M | 0.78% | +338+1.4% | Added |
| Wellington Shields & Co., LLC | 23,852 | $1.93M | 0.63% | +4,550+23.6% | Added |
| Gsa Capital Partners LLP | 23,725 | $1.92M | 0.26% | +23,725 | New |
| Strategic Wealth Advisors Group, LLC | 23,278 | $1.88M | 0.07% | +527+2.3% | Added |
| Brooks, Moore & Associates, Inc. | 22,895 | $1.85M | 1.14% | +1,550+7.3% | Added |
| Principal Financial Group Inc | 22,885 | $1.85M | 0.00% | +6,028+35.8% | Added |
| Wellington Management Group LLP | 22,664 | $1.83M | 0.00% | −353−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,439 | $1.81M | 0.00% | +2,805+14.3% | Added |
| Wealthcare Advisory Partners LLC | 22,295 | $1.80M | 0.11% | +881+4.1% | Added |
| Arete Wealth Advisors, LLC | 22,083 | $1.78M | 0.15% | +659+3.1% | Added |
| Atria Investments LLC | 21,915 | $1.77M | 0.03% | +2,130+10.8% | Added |
| M&T Bank Corp | 21,642 | $1.75M | 0.01% | +1,976+10.0% | Added |
| Graham Capital Wealth Management, LLC | 21,615 | $1.75M | 1.55% | −1,429−6.2% | Reduced |
| Schroder Investment Management Group | 21,116 | $1.74M | 0.00% | −396−1.8% | Reduced |
| Morse Asset Management, Inc | 21,415 | $1.73M | 0.43% | +15,215+245.4% | Added |
| Griffin Asset Management, Inc. | 21,157 | $1.71M | 0.22% | +4,361+26.0% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.71M | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 20,831 | $1.68M | 0.07% | +12,181+140.8% | Added |
| Centaurus Financial, Inc. | 20,737 | $1.68M | 0.13% | +245+1.2% | Added |
| United Capital Financial Advisers, LLC | 20,722 | $1.68M | 0.01% | −6,473−23.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 21,139 | $1.66M | 0.07% | +2,375+12.7% | Added |
| Natixis Investment Managers International | 20,027 | $1.62M | 0.03% | +20,027 | New |
| Belpointe Asset Management LLC | 19,736 | $1.59M | 0.10% | +127+0.6% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.58M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 19,523 | $1.58M | 0.02% | +848+4.5% | Added |
| Mountain Capital Investment Advisors, Inc | 19,242 | $1.57M | 0.74% | −1,057−5.2% | Reduced |
| FLC Capital Advisors | 19,438 | $1.57M | 0.44% | +3,584+22.6% | Added |
| Independent Advisor Alliance | 19,375 | $1.57M | 0.08% | −213−1.1% | Reduced |
| Wealthfront Advisers LLC | 19,295 | $1.56M | 0.01% | −297−1.5% | Reduced |
| Bennicas & Associates, Inc. | 19,200 | $1.55M | 0.78% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,067 | $1.54M | 0.01% | −8,909−31.8% | Reduced |
| V Wealth Advisors LLC | 18,928 | $1.53M | 0.24% | −414−2.1% | Reduced |
| Lockheed Martin Investment Management Co | 18,805 | $1.52M | 0.08% | −2,200−10.5% | Reduced |
| RB Capital Management, LLC | 18,782 | $1.52M | 0.49% | +1,289+7.4% | Added |
| Shell Asset Management Co | 18,595 | $1.50M | 0.04% | −442−2.3% | Reduced |
| Prairiewood Capital, LLC | 18,556 | $1.50M | 1.05% | +12,101+187.5% | Added |
| Susquehanna Fundamental Investments, LLC | 18,500 | $1.50M | 0.03% | +18,500 | New |
| 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 |
| Redpoint Investment Management Pty Ltd | 18,125 | $1.47M | 0.15% | +300+1.7% | Added |
| Total Clarity Wealth Management, Inc. | 17,483 | $1.41M | 0.78% | +293+1.7% | Added |
| Integrated Wealth Concepts LLC | 17,464 | $1.41M | 0.04% | +436+2.6% | Added |
| Alpha Omega Wealth Management LLC | 17,373 | $1.40M | 0.22% | −280−1.6% | Reduced |
| Tectonic Advisors LLC | 17,345 | $1.40M | 0.24% | +3,292+23.4% | Added |
| Mackenzie Financial Corp | 17,321 | $1.40M | 0.00% | +1,301+8.1% | Added |
| JustInvest LLC | 16,942 | $1.37M | 0.07% | −4,000−19.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,779 | $1.36M | 0.36% | +287+1.7% | Added |
| Richard P Slaughter Associates Inc | 16,235 | $1.31M | 0.49% | +764+4.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,905 | $1.29M | 0.29% | −3,862−19.5% | Reduced |
| SRS Capital Advisors, Inc. | 15,887 | $1.28M | 0.17% | +4,761+42.8% | Added |
| Jag Capital Management, LLC | 18,061 | $1.28M | 0.13% | −6,896−27.6% | Reduced |
| JB Capital LLC | 15,770 | $1.27M | 0.12% | −3,508−18.2% | Reduced |
| Texas Yale Capital Corp. | 15,442 | $1.25M | 0.07% | −1,068−6.5% | Reduced |
| Equitable Holdings, Inc. | 15,430 | $1.25M | 0.02% | +1,135+7.9% | Added |
| Founders Financial Alliance, LLC | 15,053 | $1.22M | 0.54% | −526−3.4% | Reduced |
| Bank of Nova Scotia | 14,905 | $1.21M | 0.00% | +14,905 | New |
| Westpac Banking Corp | 14,790 | $1.20M | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 14,771 | $1.19M | 0.98% | −3,486−19.1% | Reduced |