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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.

Q2 2022 vs. Q1 2022

How the institutions holding W. P. Carey Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of WPC: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders78515813+43
Shares115.9M1.46M125.9M+11.5M (+10.0%)
Value$9.37B$118.5M$10.4B+$1.19B (+12.8%)

15 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held W. P. Carey Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to WPC in Q2 2022
InstitutionSharesValue% of portfolio
Capital World Investors3,171,559$262.8M0.06%
Resolution Capital Ltd1,224,521$101.5M1.53%
Natixis112,723$9.34M0.03%
Andra AP-fonden97,500$8.08M0.23%
Advocate Group LLC77,485$6.42M1.49%
Ascent Group, LLC45,489$4.06M0.49%
D L Carlson Investment Group Inc44,825$3.71M0.78%
TriaGen Wealth Management LLC43,974$3.64M2.59%
HighPoint Advisor Group LLC43,785$3.57M0.39%
Bramshill Investments, LLC41,766$3.46M0.41%
Cipher Capital LP36,381$3.02M0.68%
Triasima Portfolio Management inc.31,855$2.64M0.19%
Sofos Investments, Inc.1,494$2.58M0.24%
Balyasny Asset Management LLC26,130$2.17M0.01%
Stratos Wealth Advisors, LLC24,339$2.02M0.18%
Millennium Management LLC20,728$1.72M0.00%
Bluefin Capital Management, LLC19,400$1.63M0.22%
OPSEU Pension Plan Trust Fund17,692$1.48M0.37%
Merit Financial Group, LLC17,628$1.46M0.05%
Ergoteles LLC16,329$1.35M0.04%
Intech Investment Management LLC15,683$1.30M0.01%
GWM Advisors LLC13,562$1.12M0.02%
Alaska Permanent Fund Corp13,421$1.11M0.02%
Jeppson Wealth Management, LLC11,056$916.0K0.39%
Columbia Asset Management9,470$785.0K0.20%
Prudent Man Advisors, LLC9,086$753.0K0.35%
GoalVest Advisory LLC8,721$716.0K0.45%
Old National Bancorp8,494$704.0K0.02%
Alps Advisors Inc6,351$526.0K0.01%
Moneta Group Investment Advisors LLC6,107$506.0K0.02%
Transatlantique Private Wealth LLC5,607$465.0K0.32%
Cutler Group LP5,473$453.0K0.06%
Eqis Capital Management, Inc.5,357$443.8K0.05%
Fox Run Management, L.L.C.5,205$431.0K0.22%
Worth Venture Partners, LLC5,121$428.0K0.26%
Colony Family Offices, LLC5,000$420.0K0.19%
Argent Advisors, Inc.5,058$419.0K0.24%
Campbell & CO Investment Adviser LLC4,774$396.0K0.11%
Procyon Private Wealth Partners, LLC4,397$364.0K0.08%
Balentine LLC4,364$362.0K0.01%
PEAK6 Investments LLC5,337$360.6K0.01%
Claraphi Advisory Network, LLC4,287$355.0K0.12%
New York Life Investment Management LLC3,805$316.0K0.00%
SMH Capital Advisors Inc3,751$311.0K0.42%
Kowal Investment Group, LLC3,617$300.0K0.10%
Xponance, Inc.3,576$296.0K0.01%
Rehmann Capital Advisory Group3,290$272.6K0.03%
Ausdal Financial Partners, Inc.3,288$272.0K0.04%
Advisor Resource Council3,145$260.0K0.02%
Delphia (USA) Inc.3,022$250.0K0.17%
OneAscent Financial Services LLC2,928$246.0K0.11%
BFT Financial Group, LLC2,956$245.0K0.07%
Allie Family Office LLC2,800$232.0K0.19%
Cary Street Partner Investment Advisory LLC2,788$231.0K0.02%
O'Shaughnessy Asset Management, LLC2,772$230.0K0.00%
Harbour Investments, Inc.2,747$228.0K0.02%
Hilltop Holdings Inc.2,749$228.0K0.03%
Motco2,683$222.0K0.02%
Castle Rock Wealth Management, LLC2,715$220.0K0.11%
Pathstone Family Office, LLC2,636$218.9K0.00%
XR Securities LLC2,606$216.0K0.10%
Corton Capital Inc.2,596$215.0K0.20%
Fiduciary Trust Co2,554$212.0K0.00%
AXA S.A.2,506$207.6K0.00%
Checchi Capital Advisers, LLC2,316$207.0K0.02%
Titleist Asset Management, Ltd.2,448$203.0K0.05%
Whalerock Point Partners, LLC2,425$201.0K0.08%
Family Legacy, Inc.2,442$201.0K0.10%
SignalPoint Asset Management, LLC2,417$200.0K0.07%
Clearwater Capital Advisors, LLC2,413$200.0K0.03%
Brandywine Oak Private Wealth LLC2,419$200.0K0.03%
Bangor Savings Bank2,300$191.0K0.02%
Ritter Daniher Financial Advisory LLC2,278$189.0K0.13%
Chilton Capital Management LLC1,524$127.0K0.01%
CoreCap Advisors, LLC1,107$92.0K0.01%
Farmers & Merchants Trust Co of Chambersburg PA1,000$83.0K0.06%
Trust Co of Vermont900$75.0K0.01%
SeaCrest Wealth Management, LLC854$71.0K0.01%
Vectors Research Management, LLC710$59.0K0.01%
Ronald Blue Trust, Inc.695$56.0K0.00%
McMillion Capital Management Inc653$54.0K0.04%
Advisors Asset Management, Inc.606$50.0K0.00%
Newbridge Financial Services Group, Inc.484$40.0K0.02%
Financial Advisory Service, Inc.448$37.0K0.00%
Chiron Investment Management, LLC425$35.0K0.01%
Fairfield, Bush & Co.325$27.0K0.02%
Better Money Decisions, LLC303$25.0K0.02%
State of Wyoming238$20.0K0.01%
Heritage Financial Services, LLC180$14.0K0.01%
Bell Investment Advisors, Inc167$14.0K0.00%
CX Institutional150$12.0K0.00%
Rosenberg Matthew Hamilton129$11.0K0.00%
Darrow Company, Inc.100$8.00K0.01%
Atlas Capital Advisors LLC84$6.96K0.00%
Urban Wealth Management, LLC62$5.00K0.02%
Standard Family Office LLC25$2.00K0.02%
Lee Financial Co2$00.00%
Capital Advisors, Ltd. LLC5$00.00%

Sold out (55)

Institutions that held W. P. Carey Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of WPC in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Alyeska Investment Group, L.P.525,523$42.5M
Qube Research & Technologies Ltd181,467$14.7M
Gillson Capital LP84,927$6.87M
Evergreen Capital Management LLC83,098$6.72M
Axel Capital Management, LLC80,000$6.47M
Forward Management, LLC72,660$5.87M
AMP Capital Investors Ltd35,040$2.83M
Holocene Advisors, LP26,420$2.14M
Gsa Capital Partners LLP23,725$1.92M
Graham Capital Wealth Management, LLC21,615$1.75M
Y-Intercept (Hong Kong) Ltd15,905$1.29M
Versor Investments LP13,840$1.12M
Camden Capital, LLC12,499$1.01M
FORA Capital, LLC11,515$947.0K
Worldquant Millennium Advisors LLC8,845$715.0K
Marshall Wace, LLP8,276$669.0K
Family Management Corp7,402$598.0K
Los Angeles Capital Management LLC6,876$556.0K
Virtue Capital Management, LLC6,437$520.0K
Yorktown Management & Research Co Inc6,300$509.0K
Kalos Management, Inc.5,696$461.0K
Jump Financial, LLC5,584$451.0K
Aaron Wealth Advisors34,033$421.0K
Meiji Yasuda Life Insurance Co4,513$365.0K
Gilbert & Cook, Inc.4,473$362.0K
Walleye Trading LLC4,437$359.0K
XTX Topco Ltd4,034$326.0K
First Foundation Advisors3,886$314.0K
Bailard, Inc.3,397$275.0K
Quadrature Capital Ltd3,111$251.0K
Dynamic Technology Lab Private Ltd3,074$249.0K
Baldwin Investment Management, LLC3,000$243.0K
Financial Connections Group, Inc.2,935$237.0K
MAI Capital Management2,910$235.0K
IBM Retirement Fund2,847$230.0K
Centiva Capital, LP2,795$226.0K
Arkadios Wealth Advisors2,643$214.0K
Verdence Capital Advisors LLC2,609$211.0K
Dark Forest Capital Management LP1,297$104.0K
Money Concepts Capital Corp1,238$100.0K
Paladin Advisory Group, LLC598$48.0K
TCWP LLC575$46.0K
Evermay Wealth Management LLC550$44.0K
Desjardins Global Asset Management Inc.537$43.0K
Acadian Asset Management LLC331$26.0K
Livforsakringsbolaget Skandia, Omsesidigt300$24.0K
Investors Research Corp232$19.0K
Freedman Financial Associates, Inc.240$19.0K
Alaethes Wealth LLC216$17.0K
Future Financial Wealth Managment LLC200$16.0K
Bedel Financial Consulting, Inc.175$14.0K
NVWM, LLC48$4.00K
Northwest Investment Counselors, LLC38$3.00K
Exane Derivatives17$1.37K
Valley National Advisers Inc18$1.00K

Not filed for Q2 2022 yet (15)

Institutions that held W. P. Carey Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC279,393$22.6M
PGGM Investments274,986$22.6M
Virginia Retirement Systems Et Al221,400$17.9M
WealthPLAN Partners, LLC214,077$17.3M
WealthPlan Investment Management, LLC214,077$17.3M
NN Investment Partners Holdings N.V.206,965$16.7M
Susquehanna Fundamental Investments, LLC18,500$1.50M
Amalgamated Financial Corp.18,275$1.48M
People's United Financial, Inc.3,300$267.0K
IndexIQ Advisors LLC3,041$246.0K
Astrantus Ltd2,600$210.0K
Ritter Daniher Financial Advisory, LLC2,278$184.0K
Dixon Hughes Goodman Wealth Advisors LLC1,220$99.0K
Kings Point Capital Management1,218$98.0K
SJS Investment Consulting Inc.280$23.0K