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Livermore
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
Financial Connections Group, Inc.2,935$237.0K0.24%00.0%Unchanged
Annex Advisory Services, LLC2,926$237.0K0.02%+193+7.1%Added
MAI Capital Management2,910$235.0K0.00%+2,910New
Simplex Trading, LLC2,868$231.0K0.01%−16,474−85.2%Reduced
Long Run Wealth Advisors, LLC2,856$231.0K0.08%−144−4.8%Reduced
Integrated Advisors Network LLC2,860$231.0K0.01%+2,860New
IBM Retirement Fund2,847$230.0K0.03%−154−5.1%Reduced
Conestoga Capital Advisors, LLC2,850$230.0K0.00%00.0%Unchanged
Park Avenue Securities LLC2,840$230.0K0.00%+2,840New
Walker Asset Management, LLC2,836$229.0K0.18%+13+0.5%Added
Valmark Advisers, Inc.2,815$228.0K0.00%+142+5.3%Added
Snowden Capital Advisors LLC2,821$228.0K0.01%+1,774+169.4%Added
Headinvest, LLC2,814$227.0K0.04%+53+1.9%Added
Prism Advisors, Inc.2,791$226.0K0.08%00.0%Unchanged
Centiva Capital, LP2,795$226.0K0.01%+2,795New
EPG Wealth Management LLC2,786$225.0K0.08%+2,786New
Van Hulzen Asset Management, LLC2,755$223.0K0.02%00.0%Unchanged
Welch & Forbes LLC2,760$223.0K0.00%+2,760New
BCS Wealth Management2,739$221.0K0.09%00.0%Unchanged
Goepper Burkhardt LLC2,684$217.0K0.13%+2,684New
Gator Capital Management, LLC2,660$215.0K0.16%00.0%Unchanged
Fieldpoint Private Securities, LLC2,660$215.0K0.04%00.0%Unchanged
Arkadios Wealth Advisors2,643$214.0K0.03%−1,603−37.8%Reduced
RFG Advisory, LLC2,619$212.0K0.01%−2,240−46.1%Reduced
Touchstone Capital, Inc.2,622$212.0K0.18%−149−5.4%Reduced
Verdence Capital Advisors LLC2,609$211.0K0.02%−2,175−45.5%Reduced
TownSquare Capital, LLC2,597$210.0K0.01%+140+5.7%Added
Astrantus Ltd2,600$210.0K0.35%+2,600New
Chase Investment Counsel Corp2,578$208.0K0.09%−115−4.3%Reduced
Private Advisory Group LLC2,554$206.0K0.04%00.0%Unchanged
Wetherby Asset Management Inc2,537$205.0K0.01%−295−10.4%Reduced
Hanson & Doremus Investment Management2,532$205.0K0.04%+285+12.7%Added
Addison Advisors LLC2,520$204.0K0.11%+427+20.4%Added
Concord Asset Management, LLC2,506$202.6K0.14%+2,506New
Trustmark National Bank Trust Department2,500$202.0K0.02%00.0%Unchanged
Ameraudi Asset Management, Inc.2,500$202.0K0.07%00.0%Unchanged
JSF Financial, LLC2,498$202.0K0.09%00.0%Unchanged
Two Sigma Securities, LLC2,489$201.0K0.03%−16,511−86.9%Reduced
Pinnacle Wealth Planning Services, Inc.2,489$201.0K0.04%−20−0.8%Reduced
D. Scott Neal, Inc.2,490$201.0K0.08%00.0%Unchanged
Ellis Investment Partners, LLC2,483$200.0K0.05%00.0%Unchanged
Parallel Advisors, LLC2,362$194.0K0.01%+287+13.8%Added
South State Corp.2,345$190.0K0.02%+1,006+75.1%Added
Sandy Spring Bank2,340$189.0K0.01%+277+13.4%Added
AllSquare Wealth Management LLC2,300$186.0K0.11%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC2,278$184.0K0.13%00.0%Unchanged
NuWave Investment Management, LLC2,256$182.0K0.24%+1,986+735.6%Added
IAG Wealth Partners, LLC2,118$171.0K0.05%00.0%Unchanged
Lindbrook Capital, LLC2,041$165.0K0.03%+1,403+219.9%Added
FourThought Financial, LLC2,024$164.0K0.02%−1,024−33.6%Reduced
Focused Wealth Management, Inc2,029$164.0K0.03%+15+0.7%Added
American International Group, Inc.1,977$160.0K0.00%−7−0.4%Reduced
Salem Investment Counselors Inc1,935$156.0K0.01%−99−4.9%Reduced
Prospera Financial Services Inc1,884$152.0K0.01%+1,884New
Kelly Financial Services LLC1,784$144.2K0.07%00.0%Unchanged
Horan Securities, Inc.1,750$141.0K0.08%+191+12.3%Added
Whittier Trust Co1,650$133.0K0.00%+550+50.0%Added
Huntington National Bank1,617$131.0K0.00%00.0%Unchanged
Logan Capital Management Inc1,600$129.0K0.01%00.0%Unchanged
Benjamin Edwards Inc1,594$129.0K0.04%+575+56.4%Added
Certified Advisory Corp1,514$123.0K0.03%+1,514New
PSI Advisors, LLC1,510$122.0K0.05%00.0%Unchanged
Pin Oak Investment Advisors Inc1,500$121.0K0.13%00.0%Unchanged
Financial Management Professionals, Inc.1,483$120.0K0.03%00.0%Unchanged
Tradition Wealth Management, LLC1,480$120.0K0.02%00.0%Unchanged
Sound Income Strategies, LLC1,364$110.0K0.01%−19−1.4%Reduced
Institutional & Family Asset Management, LLC1,319$107.0K0.02%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1,303$105.0K0.00%+1,303New
Dark Forest Capital Management LP1,297$104.0K0.02%+860+196.8%Added
North Star Investment Management Corp.1,250$101.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC1,243$100.0K0.01%00.0%Unchanged
Money Concepts Capital Corp1,238$100.0K0.01%+1,238New
Key Financial Inc1,227$99.0K0.05%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC1,220$99.0K0.03%+1,220New
Kings Point Capital Management1,218$98.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management1,200$97.0K0.05%00.0%Unchanged
Accel Wealth Management1,167$96.0K0.05%00.0%Unchanged
Ellevest, Inc.1,181$95.0K0.01%−301−20.3%Reduced
Caldwell Trust Co1,150$93.0K0.01%00.0%Unchanged
Rise Advisors, LLC1,118$90.0K0.08%00.0%Unchanged
Quadrant Capital Group LLC1,116$90.0K0.01%+112+11.2%Added
Stonebridge Capital Advisors LLC1,100$89.0K0.01%00.0%Unchanged
Washington Trust Co1,058$86.0K0.00%+290+37.8%Added
Brown Brothers Harriman & Co1,000$81.0K0.00%00.0%Unchanged
Baldwin Brothers Inc1,000$81.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC974$79.0K0.01%00.0%Unchanged
Umb Bank N A923$75.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC924$75.0K0.01%+12+1.3%Added
MCF Advisors LLC891$72.0K0.01%+891New
Federation des caisses Desjardins du Quebec887$71.7K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC879$71.0K0.03%+252+40.2%Added
Princeton Global Asset Management LLC869$70.0K0.02%00.0%Unchanged
TCI Wealth Advisors, Inc.859$69.0K0.01%00.0%Unchanged
National Bank of Canada830$67.0K0.00%+248+42.6%Added
Patriot Financial Group Insurance Agency, LLC817$66.0K0.01%−209−20.4%Reduced
Covestor Ltd813$66.0K0.05%+226+38.5%Added
Cedar Wealth Management, LLC800$65.0K0.03%00.0%Unchanged
Curi Capital800$64.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC786$63.0K0.01%+134+20.6%Added
Altshuler Shaham Ltd738$60.0K0.00%−55−6.9%Reduced