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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
Alps Advisors Inc0$00.00%−9,034−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−7,600−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−7,826−100.0%Sold out
Verition Fund Management LLC0$00.00%−6,816−100.0%Sold out
Wexford Capital LP0$00.00%−6,699−100.0%Sold out
Pearl River Capital, LLC0$00.00%−6,252−100.0%Sold out
First Quadrant L P0$00.00%−6,191−100.0%Sold out
Hancock Whitney Investment Services Inc.0$00.00%−5,193−100.0%Sold out
G2 Capital Management, LLC0$00.00%−5,000−100.0%Sold out
Procyon Private Wealth Partners, LLC0$00.00%−4,424−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−3,993−100.0%Sold out
Flower City Capital0$00.00%−3,550−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−3,455−100.0%Sold out
Cary Street Partners Asset Management LLC0$00.00%−2,759−100.0%Sold out
MBB Public Markets I LLC0$00.00%−2,753−100.0%Sold out
Telemus Capital, LLC0$00.00%−2,568−100.0%Sold out
Regentatlantic Capital LLC0$00.00%−2,539−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−2,125−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−1,940−100.0%Sold out
Richwood Investment Advisors, LLC0$00.00%−1,703−100.0%Sold out
Chilton Capital Management LLC0$00.00%−1,524−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−1,107−100.0%Sold out
Trust Co of Vermont0$00.00%−900−100.0%Sold out
Mystic Asset Management, Inc.0$00.00%−615−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
CoreFirst Bank & Trust0$00.00%−330−100.0%Sold out
Outfitter Financial LLC0$00.00%−300−100.0%Sold out
Lenox Wealth Advisors, LLC0$00.00%−286−100.0%Sold out
Delta Asset Management LLC0$00.00%−260−100.0%Sold out
Ford Financial Group, LLC0$00.00%−232−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−160−100.0%Sold out
Signet Financial Management, LLC0$00.00%−164−100.0%Sold out
Neo Ivy Capital Management0$00.00%−134−100.0%Sold out
Vectors Research Management, LLC0$00.00%−100−100.0%Sold out
Old North State Trust, LLC0$00.00%−90−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−75−100.0%Sold out
FSB Premier Wealth Management, Inc.0$00.00%−61−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−63−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−22−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−12−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−2−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−146−100.0%Sold out
Andra AP-fonden––––Not filed
Columbia Asset Management––––Not filed
First Midwest Bank Trust Division––––Not filed
NEXT Financial Group, Inc––––Not filed
Legg Mason Asset Management (Japan) Co., Ltd.––––Not filed
Harbour Investments, Inc.––––Not filed
Reilly Financial Advisors, LLC––––Not filed
Carroll Financial Associates, Inc.––––Not filed
Bell Investment Advisors, Inc––––Not filed