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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 747 | $60.0K | 0.00% | +7+0.9% | Added |
| High Net Worth Advisory Group LLC | 747 | $60.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 703 | $59.3K | 0.00% | +325+86.0% | Added |
| Heritage Wealth Advisors | 704 | $57.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 639 | $52.0K | 0.00% | +211+49.3% | Added |
| Private Capital Group, LLC | 621 | $51.0K | 0.01% | −14−2.2% | Reduced |
| Beacon Capital Management, LLC | 631 | $51.0K | 0.01% | +631 | New |
| MUFG Americas Holdings Corp | 592 | $48.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 598 | $48.0K | 0.04% | +598 | New |
| Montag A & Associates Inc | 570 | $46.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 575 | $46.0K | 0.01% | +575 | New |
| Cambridge Trust Co | 539 | $44.0K | 0.00% | −508−48.5% | Reduced |
| Evermay Wealth Management LLC | 550 | $44.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 545 | $44.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 540 | $44.0K | 0.03% | +1+0.2% | Added |
| Desjardins Global Asset Management Inc. | 537 | $43.0K | 0.00% | −32−5.6% | Reduced |
| Strengthening Families & Communities, LLC | 532 | $43.0K | 0.03% | −7−1.3% | Reduced |
| Central Trust Co | 530 | $43.0K | 0.00% | +230+76.7% | Added |
| City State Bank | 518 | $42.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $39.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 488 | $39.0K | 0.01% | +140+40.2% | Added |
| Gibson Wealth Advisors LLC | 443 | $36.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 437 | $35.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 424 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 406 | $33.0K | 0.00% | +1+0.2% | Added |
| Clearstead Advisors, LLC | 402 | $32.0K | 0.00% | −200−33.2% | Reduced |
| Dougherty Wealth Advisers LLC | 400 | $32.0K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $32.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $32.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 393 | $32.0K | 0.01% | +393 | New |
| Coastal Capital Group, Inc. | 345 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 338 | $27.0K | 0.00% | −249−42.4% | Reduced |
| Semmax Financial Advisors Inc. | 316 | $26.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 331 | $26.0K | 0.00% | +331 | New |
| Harvest Fund Management Co., Ltd | 302 | $24.0K | 0.01% | −420−58.2% | Reduced |
| JNBA Financial Advisors | 300 | $24.0K | 0.00% | −343−53.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 280 | $23.0K | 0.01% | +200+250.0% | Added |
| Bank of New Hampshire | 280 | $23.0K | 0.01% | +280 | New |
| SJS Investment Consulting Inc. | 280 | $23.0K | 0.01% | +280 | New |
| BerganKDV Wealth Management, LLC | 263 | $21.0K | 0.00% | +3+1.2% | Added |
| Freedman Financial Associates, Inc. | 240 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 232 | $19.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $17.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 216 | $17.0K | 0.01% | +216 | New |
| Thompson Siegel & Walmsley LLC | 203 | $16.0K | 0.00% | −597−74.6% | Reduced |
| Smithfield Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $16.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 190 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 175 | $14.0K | 0.01% | +175 | New |
| Endurance Wealth Management, Inc. | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 158 | $12.8K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $12.0K | 0.01% | +150 | New |
| First Community Trust NA | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 114 | $9.00K | 0.00% | +1+0.9% | Added |
| American State Bank (Iowa) | 109 | $8.81K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 95 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 72 | $6.00K | 0.00% | +1+1.4% | Added |
| Heritage Wealth Management, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Zions Bancorporation, N.A. | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 48 | $4.00K | 0.00% | +48 | New |
| City Holding Co | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 28 | $2.26K | 0.00% | −9−24.3% | Reduced |
| Resources Management Corp | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $2.00K | 0.00% | +20 | New |
| Exane Derivatives | 17 | $1.37K | 0.00% | +17 | New |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −815,934−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −634,785−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −405,823−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −383,804−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −94,009−100.0% | Sold out |
| V2 Financial group LLC | 0 | $0 | 0.00% | −26,587−100.0% | Sold out |
| Phraction Management LLC | 0 | $0 | 0.00% | −21,861−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,056−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12,166−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,837−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |