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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.

Institutional holdersQ1 2022: 785 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ1 2022: $9.37B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Financial Group, LLC7,480$604.7K0.05%+48+0.6%Added
Insight 2811, Inc.7,426$600.0K0.36%+1,192+19.1%Added
Glenmede Trust Co NA7,417$599.0K0.00%+5+0.1%Added
Family Management Corp7,402$598.0K0.17%+7,402New
Kovack Advisors, Inc.7,342$593.0K0.06%+160+2.2%Added
Community Capital Management, Inc.9,800$592.0K0.70%−5,900−37.6%Reduced
CarsonAllaria Wealth Management, Ltd.7,305$591.0K0.53%+97+1.3%Added
Keudell/Morrison Wealth Management7,276$589.0K0.25%+3,826+110.9%Added
Lumature Wealth Partners, LLC7,200$582.0K0.23%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.7,190$581.0K0.03%−150−2.0%Reduced
Cubist Systematic Strategies, LLC7,114$575.0K0.00%−11,593−62.0%Reduced
Madden Securities Corp7,100$574.0K0.26%00.0%Unchanged
Peddock Capital Advisors, LLC7,053$570.0K0.18%+7,053New
Highlander Capital Management, LLC7,025$568.0K0.27%00.0%Unchanged
Philadelphia Trust Co7,000$566.0K0.04%00.0%Unchanged
Kaizen Financial Strategies6,919$559.0K0.44%+239+3.6%Added
IHT Wealth Management, LLC6,912$559.0K0.04%+556+8.7%Added
Achmea Investment Management B.V.6,891$557.0K0.01%+6,891New
Los Angeles Capital Management LLC6,876$556.0K0.00%+450+7.0%Added
Regions Financial Corp6,858$554.0K0.00%+51+0.7%Added
Allen Capital Group, LLC6,856$554.0K0.11%+309+4.7%Added
Northwestern Mutual Wealth Management Co6,845$553.0K0.00%+3,553+107.9%Added
Cullen Capital Management LLC6,815$551.0K0.01%−70−1.0%Reduced
Boston Financial Mangement LLC6,770$547.0K0.02%00.0%Unchanged
Quantinno Capital Management LP6,721$543.0K0.08%+3,728+124.6%Added
Capital Asset Advisory Services LLC6,557$537.0K0.06%+406+6.6%Added
LexAurum Advisors, LLC6,633$536.0K0.17%+10.0%Added
Royal Fund Management, LLC6,525$527.0K0.08%+619+10.5%Added
Kerntke Otto McGlone Wealth Management Group6,498$525.0K1.20%−623−8.7%Reduced
Harrell Investment Partners, LLC6,430$520.0K0.18%00.0%Unchanged
Virtue Capital Management, LLC6,437$520.0K0.08%+1,726+36.6%Added
Virtu Financial LLC6,381$516.0K0.04%+6,381New
APG Asset Management N.V.7,057$513.0K0.00%−1,300−15.6%Reduced
B. Riley Wealth Management, Inc.6,350$513.0K0.04%−24−0.4%Reduced
Woodward Diversified Capital, LLC6,324$511.0K0.33%+821+14.9%Added
Yorktown Management & Research Co Inc6,300$509.0K0.43%00.0%Unchanged
Vident Investment Advisory, LLC6,231$503.0K0.01%−4,263−40.6%Reduced
Lincoln National Corp6,193$500.0K0.01%−20.0%Reduced
Detalus Advisors, LLC6,133$496.0K0.26%00.0%Unchanged
Jacobi Capital Management LLC6,108$494.0K0.06%−50−0.8%Reduced
Brown Advisory Securities, LLC6,100$492.0K0.29%−746−10.9%Reduced
D.B. Root & Company, LLC6,071$490.0K0.18%−211−3.4%Reduced
American Century Companies Inc6,035$488.0K0.00%+6,035New
Wedbush Securities Inc6,022$487.0K0.02%+1,243+26.0%Added
DF Dent & Co Inc5,969$483.0K0.01%+444+8.0%Added
Flagship Harbor Advisors, LLC5,960$482.0K0.05%+16+0.3%Added
Teamwork Financial Advisors, LLC5,942$480.0K0.09%+2,390+67.3%Added
Benedetti & Gucer, Inc.5,929$479.0K0.32%+94+1.6%Added
Assetmark, Inc5,872$475.0K0.00%+620+11.8%Added
Naples Global Advisors, LLC5,860$474.0K0.05%+570+10.8%Added
HBW Advisory Services LLC5,869$474.0K0.17%+711+13.8%Added
Fiera Capital Corp5,831$471.0K0.00%−75−1.3%Reduced
International Assets Investment Management, LLC5,799$469.0K0.08%−945−14.0%Reduced
Carret Asset Management, LLC5,782$467.0K0.05%00.0%Unchanged
Covington Capital Management5,750$465.0K0.02%−4−0.1%Reduced
Fisher Asset Management, LLC5,743$464.0K0.00%+194+3.5%Added
Kalos Management, Inc.5,696$461.0K0.32%−555−8.9%Reduced
Clearview Wealth Advisors LLC5,665$458.0K0.30%+482+9.3%Added
Jackson Wealth Management, LLC5,633$455.0K0.06%00.0%Unchanged
Symphony Financial, Ltd. Co.5,546$453.0K0.11%+1,489+36.7%Added
Jump Financial, LLC5,584$451.0K0.02%+5,584New
Penserra Capital Management LLC5,570$450.0K0.01%+1,088+24.3%Added
Kathmere Capital Management, LLC5,542$448.0K0.08%00.0%Unchanged
Valeo Financial Advisors, LLC5,513$446.0K0.02%00.0%Unchanged
Sequoia Financial Advisors, LLC5,499$445.0K0.01%−497−8.3%Reduced
Mach-1 Financial Group, Inc.5,350$432.0K0.30%−23−0.4%Reduced
Venture Visionary Partners LLC5,344$432.0K0.03%00.0%Unchanged
Paradigm Financial Partners, LLC5,227$429.0K0.10%−627−10.7%Reduced
Capital Investment Advisors, LLC5,312$429.0K0.01%−213−3.9%Reduced
H&H Retirement Design & Management INC5,188$429.0K0.29%00.0%Unchanged
Sovereign Financial Group, Inc.5,312$429.0K0.16%+2,234+72.6%Added
We Are One Seven, LLC5,227$423.0K0.05%+388+8.0%Added
Aaron Wealth Advisors34,033$421.0K0.01%+34,033New
Chesley Taft & Associates LLC5,067$416.0K0.02%−178−3.4%Reduced
Boston Private Wealth LLC5,146$416.0K0.01%+2,057+66.6%Added
MV Capital Management, Inc.5,083$411.0K0.06%00.0%Unchanged
Widmann Financial Services, Inc.5,075$410.0K0.36%+80+1.6%Added
Global Retirement Partners, LLC4,924$407.0K0.03%+4,924New
Oakworth Capital, Inc.4,900$396.0K0.03%00.0%Unchanged
Clear Street Markets LLC4,900$396.0K0.12%+4,900New
Krane Funds Advisors LLC4,860$393.0K0.02%+4,860New
Ignite Planners, LLC4,577$390.0K0.26%+208+4.8%Added
Kercheville Advisors, LLC4,800$388.0K0.18%+250+5.5%Added
Diligent Investors, LLC4,791$387.0K0.11%−691−12.6%Reduced
UMA Financial Services, Inc.4,831$385.0K0.10%00.0%Unchanged
Norinchukin Bank, The4,754$384.0K0.01%+438+10.1%Added
Summit Wealth Group, LLC4,741$383.0K0.40%00.0%Unchanged
Fifth Third Bancorp4,671$378.0K0.00%+229+5.2%Added
Raleigh Capital Management Inc.4,673$378.0K0.20%+582+14.2%Added
ARGI Investment Services, LLC4,645$375.0K0.01%+22+0.5%Added
David R. Rahn & Associates Inc.4,648$375.0K0.14%+110+2.4%Added
Proequities, Inc.4,561$374.0K0.03%−508−10.0%Reduced
Cornerstone Wealth Group, LLC4,576$370.0K0.07%−272−5.6%Reduced
Parsons Capital Management Inc4,550$368.0K0.03%−200−4.2%Reduced
Quantbot Technologies LP4,529$366.0K0.03%+4,529New
Meiji Yasuda Life Insurance Co4,513$365.0K0.01%−1,788−28.4%Reduced
Beck Capital Management, LLC4,511$365.0K0.11%+4,511New
Dividend Assets Capital, LLC4,500$364.0K0.07%00.0%Unchanged
Tower Research Capital LLC (TRC)4,472$362.0K0.00%−4,198−48.4%Reduced
Gilbert & Cook, Inc.4,473$362.0K0.06%+155+3.6%Added