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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| RMB Capital Management, LLC | 14,278 | $1.15M | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,172 | $1.15M | 0.03% | 00.0% | Unchanged |
| Madison Wealth Management | 14,000 | $1.13M | 0.24% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 13,989 | $1.13M | 0.47% | −40−0.3% | Reduced |
| CWM, LLC | 13,939 | $1.13M | 0.01% | −650−4.5% | Reduced |
| AlphaCrest Capital Management LLC | 13,870 | $1.12M | 0.06% | −552−3.8% | Reduced |
| 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 |
| Beacon Investment Advisory Services, Inc. | 13,540 | $1.09M | 0.05% | +854+6.7% | Added |
| Allstate Corp | 13,039 | $1.05M | 0.03% | −38,352−74.6% | Reduced |
| Wolverine Trading, LLC | 12,730 | $1.05M | 0.03% | −15,858−55.5% | Reduced |
| Bradley Foster & Sargent Inc | 12,905 | $1.04M | 0.02% | +12,905 | New |
| NEIRG Wealth Management, LLC | 12,786 | $1.03M | 0.20% | 00.0% | Unchanged |
| 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 |
| C2C Wealth Management, LLC | 11,868 | $1.02M | 0.17% | +140+1.2% | Added |
| Harbor Investment Advisory, LLC | 12,581 | $1.02M | 0.13% | −375−2.9% | Reduced |
| Natixis Advisors, L.P. | 12,571 | $1.02M | 0.00% | +12,571 | New |
| Horizon Kinetics Asset Management LLC | 12,525 | $1.01M | 0.02% | +125+1.0% | Added |
| Camden Capital, LLC | 12,499 | $1.01M | 0.22% | +8+0.1% | Added |
| Candriam Luxembourg S.C.A. | 12,411 | $1.00M | 0.01% | −1,417−10.2% | Reduced |
| J.W. Cole Advisors, Inc. | 12,150 | $982.0K | 0.07% | −1,303−9.7% | Reduced |
| Client 1st Advisory Group, LLC | 12,094 | $978.0K | 0.48% | 00.0% | Unchanged |
| Knott David M Jr | 12,000 | $970.0K | 0.33% | +6,000+100.0% | Added |
| D.A. Davidson & Co. | 11,953 | $966.0K | 0.01% | +859+7.7% | Added |
| Sigma Planning Corp | 11,938 | $965.0K | 0.03% | +69+0.6% | Added |
| Vista Investment Management | 11,919 | $964.0K | 0.53% | +8+0.1% | Added |
| Yousif Capital Management, LLC | 11,757 | $950.0K | 0.01% | +679+6.1% | Added |
| FORA Capital, LLC | 11,515 | $947.0K | 0.17% | +4,614+66.9% | Added |
| Cooper Financial Group | 11,688 | $945.0K | 0.36% | −679−5.5% | Reduced |
| Old Port Advisors | 11,436 | $937.0K | 0.32% | +127+1.1% | Added |
| MKT Advisors LLC | 12,113 | $928.0K | 0.70% | +39+0.3% | Added |
| Wambolt & Associates, LLC | 11,304 | $926.0K | 0.34% | −651−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 11,380 | $920.0K | 0.00% | +6,935+156.0% | Added |
| Credential Qtrade Securities Inc. | 11,243 | $908.9K | 0.06% | +11,243 | New |
| Metropolitan Life Insurance Co | 11,168 | $902.8K | 0.03% | −4,801−30.1% | Reduced |
| AGF Investments LLC | 11,160 | $902.0K | 0.08% | +10,689+2,269.4% | Added |
| Focus Financial Network, Inc. | 10,831 | $887.1K | 0.06% | +8,050+289.5% | Added |
| Sawyer & Company, Inc | 10,895 | $881.0K | 0.40% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 10,845 | $877.0K | 0.77% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,556 | $853.0K | 0.03% | +1,051+11.1% | Added |
| 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 |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $841.0K | 0.25% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,322 | $834.0K | 0.06% | +224+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 10,177 | $823.0K | 0.05% | +1,186+13.2% | Added |
| Eldridge Investment Advisors, Inc. | 10,100 | $816.0K | 0.28% | 00.0% | Unchanged |
| PFG Advisors | 10,068 | $814.0K | 0.08% | +7,158+246.0% | Added |
| Insight Wealth Partners, LLC | 10,014 | $810.0K | 0.57% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 13,608 | $799.0K | 0.01% | +11,162+456.3% | Added |
| Capital Investment Advisory Services, LLC | 9,873 | $798.0K | 0.09% | +1,065+12.1% | Added |
| Pinnacle Financial Partners Inc | 9,850 | $796.0K | 0.03% | +200+2.1% | Added |
| Rockefeller Capital Management L.P. | 9,741 | $787.0K | 0.00% | −424−4.2% | Reduced |
| First National Trust Co | 9,695 | $784.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,586 | $775.0K | 0.07% | +233+2.5% | Added |
| Patton Albertson Miller Group, LLC | 9,536 | $771.0K | 0.13% | −845−8.1% | Reduced |
| American Portfolios Advisors | 9,516 | $769.3K | 0.03% | +1,285+15.6% | Added |
| Herbst Group, LLC | 9,500 | $768.0K | 0.51% | +9,500 | 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 |
| Western Wealth Management, LLC | 9,282 | $750.0K | 0.04% | +9,282 | New |
| Stratos Wealth Partners, LTD. | 9,223 | $746.0K | 0.02% | +294+3.3% | Added |
| Prudential Financial Inc | 9,173 | $742.0K | 0.00% | −240−2.5% | Reduced |
| Arbor Capital Management Inc | 8,970 | $727.0K | 0.56% | +92+1.0% | Added |
| Little House Capital LLC | 8,900 | $719.0K | 0.37% | +8,900 | New |
| Coldstream Capital Management Inc | 8,872 | $717.0K | 0.02% | +975+12.3% | 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 |
| Axxcess Wealth Management, LLC | 8,687 | $702.0K | 0.06% | +466+5.7% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $699.0K | 0.34% | 00.0% | Unchanged |
| Argent Trust Co | 8,631 | $697.0K | 0.04% | +1,912+28.5% | Added |
| E. Ohman J:or Asset Management AB | 8,600 | $695.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 8,572 | $693.0K | 0.18% | −238−2.7% | Reduced |
| Ontario Teachers Pension Plan Board | 8,518 | $689.0K | 0.01% | +4,292+101.6% | 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 |
| All Season Financial Advisors, Inc. | 8,400 | $679.0K | 0.48% | +1,201+16.7% | Added |
| First Heartland Consultants, Inc. | 8,383 | $677.0K | 0.10% | +44+0.5% | Added |
| Optimum Investment Advisors | 8,307 | $672.0K | 0.28% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,276 | $669.0K | 0.00% | +8,276 | New |
| TD Private Client Wealth LLC | 8,245 | $666.5K | 0.03% | +414+5.3% | Added |
| CIBC Asset Management Inc | 8,199 | $663.0K | 0.00% | +44+0.5% | Added |
| Private Trust Co NA | 8,192 | $662.0K | 0.10% | +1,076+15.1% | Added |
| Ayrshire Capital Management LLC | 8,139 | $658.0K | 0.39% | +141+1.8% | Added |
| Oppenheimer & Co Inc | 8,055 | $651.0K | 0.01% | +461+6.1% | Added |
| Crestwood Advisors Group LLC | 7,975 | $645.0K | 0.02% | −30−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,910 | $639.0K | 0.03% | −814−9.3% | Reduced |
| Granite Bay Wealth Management, LLC | 7,856 | $635.0K | 0.51% | +83+1.1% | Added |
| Wealthspan Partners, LLC | 7,723 | $624.0K | 0.57% | −36−0.5% | Reduced |
| Mirador Capital Partners LP | 7,669 | $620.0K | 0.13% | +1,296+20.3% | Added |
| Archer Investment Corp | 7,553 | $610.8K | 0.22% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 7,525 | $609.1K | 0.00% | +4,123+121.2% | Added |