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Livermore
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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
Fca Corp4,470$361.0K0.13%00.0%Unchanged
Alpha Cubed Investments, LLC4,450$360.0K0.02%00.0%Unchanged
Lido Advisors, LLC4,458$360.0K0.01%+551+14.1%Added
Walleye Trading LLC4,437$359.0K0.01%+4,437New
Joel Isaacson & Co., LLC4,284$358.0K0.03%00.0%Unchanged
Ameritas Advisory Services, LLC4,399$356.0K0.01%+601+15.8%Added
Austin Private Wealth, LLC4,388$355.0K0.07%−228−4.9%Reduced
Meeder Asset Management Inc4,293$347.0K0.02%−550−11.4%Reduced
Retirement Planning Co of New England, Inc.4,303$347.0K0.20%+11+0.3%Added
Buckingham Strategic Wealth, LLC4,260$344.0K0.01%−501−10.5%Reduced
Good Life Advisors, LLC4,251$344.0K0.04%+322+8.2%Added
BTC Capital Management, Inc.4,253$343.0K0.03%−232−5.2%Reduced
Vishria Bird Financial Group, LLC4,240$343.0K0.19%00.0%Unchanged
Garrison Asset Management, LLC4,230$342.0K0.19%+3+0.1%Added
Fortitude Advisory Group L.L.C.4,237$342.0K0.18%+750+21.5%Added
Resources Investment Advisors, LLC.4,205$340.0K0.01%−41−1.0%Reduced
Doyle Wealth Management4,182$338.0K0.02%−39−0.9%Reduced
San Luis Wealth Advisors LLC4,086$335.0K0.16%00.0%Unchanged
Personal Capital Advisors Corp4,098$331.0K0.00%−115−2.7%Reduced
Intrua Financial, LLC4,055$328.0K0.06%−177−4.2%Reduced
Ethic Inc.4,036$326.0K0.02%−1,064−20.9%Reduced
XTX Topco Ltd4,034$326.0K0.14%+4,034New
GPS Wealth Strategies Group, LLC3,994$323.0K0.07%−851−17.6%Reduced
B. Metzler seel. Sohn & Co. AG3,975$321.0K0.00%00.0%Unchanged
StoneX Group Inc.3,923$318.8K0.03%+3,923New
Monterey Private Wealth, Inc.3,870$318.0K0.15%00.0%Unchanged
Clarity Financial LLC3,925$317.0K0.06%00.0%Unchanged
Prudential PLC3,927$317.0K0.00%+3,927New
Thoroughbred Financial Services, LLC3,930$317.0K0.05%+3,930New
LVW Advisors, LLC3,905$316.0K0.06%00.0%Unchanged
First Foundation Advisors3,886$314.0K0.01%+144+3.8%Added
Aptus Capital Advisors, LLC3,816$313.0K0.01%+3,816New
Illinois Municipal Retirement Fund3,858$312.0K0.01%00.0%Unchanged
Warther Private Wealth, LLC3,809$312.0K0.20%00.0%Unchanged
Silverlake Wealth Management LLC3,850$311.2K0.18%+3+0.1%Added
Ancora Advisors, LLC3,834$310.0K0.01%−49−1.3%Reduced
Aspire Wealth Management Corp3,827$309.0K0.24%+27+0.7%Added
Plancorp, LLC3,820$309.0K0.02%+37+1.0%Added
Provence Wealth Management Group3,808$308.0K0.35%+94+2.5%Added
Signaturefd, LLC3,804$308.0K0.01%+475+14.3%Added
Schnieders Capital Management LLC3,807$308.0K0.07%+1,100+40.6%Added
High Falls Advisors, Inc3,797$307.0K0.08%00.0%Unchanged
HM Payson & Co3,796$307.0K0.01%00.0%Unchanged
MetLife Investment Management3,778$305.4K0.00%+3,778New
Main Street Financial Solutions, LLC3,759$304.0K0.04%−1,028−21.5%Reduced
HB Wealth Management, LLC3,758$304.0K0.01%+3,758New
Swiss Life Asset Management Ltd3,756$302.4K0.00%−16,609−81.6%Reduced
Inspire Advisors, LLC3,733$302.0K0.08%+64+1.7%Added
TTP Investments, Inc.3,706$300.0K0.30%−131−3.4%Reduced
Larson Financial Group LLC3,703$299.0K0.05%+20+0.5%Added
Cerity Partners LLC3,688$298.0K0.00%−1,220−24.9%Reduced
Capital Planning Advisors, LLC3,659$296.0K0.06%−29−0.8%Reduced
Mitchell Sinkler & Starr3,655$295.0K0.09%00.0%Unchanged
Campbell Wealth Management3,654$295.0K0.04%00.0%Unchanged
Advisor Partners LLC3,654$295.0K0.02%+25+0.7%Added
Raub Brock Capital Management LP3,640$294.0K0.05%00.0%Unchanged
Thrive Wealth Management, LLC3,627$293.0K0.09%−180−4.7%Reduced
Banque Cantonale Vaudoise3,600$291.0K0.01%00.0%Unchanged
Glassman Wealth Services3,575$289.0K0.05%−83−2.3%Reduced
Brookstone Capital Management3,528$288.0K0.01%−447−11.2%Reduced
Global Wealth Management Investment Advisory, Inc.3,544$286.0K0.09%+532+17.7%Added
Ahrens Investment Partners LLC3,531$285.0K0.09%−1,881−34.8%Reduced
MA Private Wealth3,527$285.0K0.05%+18+0.5%Added
Visionary Wealth Advisors3,486$282.0K0.02%+3,486New
Change Path, LLC3,477$281.0K0.01%+3,477New
Kingsview Wealth Management, LLC3,474$280.8K0.01%+429+14.1%Added
Guardian Wealth Advisors, LLC3,361$275.0K0.12%−408−10.8%Reduced
Longfellow Investment Management Co LLC3,390$275.0K0.04%00.0%Unchanged
Bailard, Inc.3,397$275.0K0.01%+3,397New
360 Financial, Inc.3,395$275.0K0.13%+3,395New
Profund Advisors LLC3,383$273.0K0.01%−2,372−41.2%Reduced
Round Rock Advisors, LLC3,374$273.0K0.11%+3,374New
Essex Savings Bank3,362$272.0K0.09%−30−0.9%Reduced
Basepoint Wealth LLC3,338$269.9K0.25%+43+1.3%Added
Orion Portfolio Solutions, LLC3,320$268.0K0.01%−181−5.2%Reduced
People's United Financial, Inc.3,300$267.0K0.01%−1,210−26.8%Reduced
Arrow Investment Advisors, LLC3,299$267.0K0.20%−362−9.9%Reduced
Veritable, L.P.3,291$266.0K0.00%+151+4.8%Added
Archetype Wealth Partners3,276$265.0K0.07%+3,276New
Horizon Wealth Management, LLC3,240$262.0K0.08%−774−19.3%Reduced
AlphaStar Capital Management, LLC3,231$261.0K0.02%00.0%Unchanged
Buckingham Strategic Partners3,215$261.0K0.03%+676+26.6%Added
Pure Financial Advisors, Inc.3,209$259.0K0.01%00.0%Unchanged
Woodstock Corp3,176$257.0K0.03%00.0%Unchanged
Strategic Blueprint, LLC3,173$256.0K0.03%+310+10.8%Added
Unionview, LLC3,156$255.0K0.24%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC3,157$255.0K0.12%+525+19.9%Added
Sawtooth Solutions, LLC3,112$252.0K0.03%−2,396−43.5%Reduced
Legacy Wealth Planning, LLC3,119$252.0K0.30%+3,119New
Keybank National Association3,108$251.0K0.00%+130+4.4%Added
Quadrature Capital Ltd3,111$251.0K0.01%+3,111New
Ci Investments Inc.3,098$250.0K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd3,074$249.0K0.03%+3,074New
Spire Wealth Management3,061$248.0K0.01%−5−0.2%Reduced
IndexIQ Advisors LLC3,041$246.0K0.01%−100−3.2%Reduced
Creative Financial Designs Inc3,031$245.0K0.04%−827−21.4%Reduced
Allied Investment Advisors, LLC3,020$244.0K0.08%00.0%Unchanged
Baldwin Investment Management, LLC3,000$243.0K0.07%00.0%Unchanged
Avantax Planning Partners, Inc.2,975$240.0K0.01%+350+13.3%Added
Vestcor Inc2,946$238.0K0.01%+664+29.1%Added