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, Q2 2022
Institutional positions in W. P. Carey Inc. as of Jun 30, 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
- 813
- +43 vs. Q1 2022
- Shares held
- 125.9M
- +11.5M (+10.0%) vs. Q1 2022
- Total value
- $10.4B
- +$1.19B (+12.8%) vs. Q1 2022
- New holders
- 98
- 360 more added
- Sold out
- 55
- 197 more reduced
15 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 22 | $2.00K | 0.00% | −1,492−98.5% | 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 | 27 | $2.00K | 0.00% | +1+3.8% | Added |
| Standard Family Office LLC | 25 | $2.00K | 0.02% | +25 | New |
| Raffa Wealth Management, LLC | 28 | $2.32K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $3.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 43 | $4.00K | 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 |
| First Horizon Advisors, Inc. | 60 | $5.00K | 0.00% | +49+445.5% | Added |
| Urban Wealth Management, LLC | 62 | $5.00K | 0.02% | +62 | New |
| Financial Avengers, Inc. | 73 | $6.00K | 0.00% | +1+1.4% | Added |
| Zions Bancorporation, N.A. | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 75 | $6.00K | 0.00% | +55+275.0% | Added |
| Heritage Wealth Management, LLC | 80 | $6.63K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 84 | $6.96K | 0.00% | +84 | New |
| Private Ocean, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 95 | $8.00K | 0.01% | 00.0% | Unchanged |
| Darrow Company, Inc. | 100 | $8.00K | 0.01% | +100 | New |
| Earnest Partners LLC | 114 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $9.00K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $9.03K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 116 | $10.0K | 0.00% | +2+1.8% | Added |
| Rosenberg Matthew Hamilton | 129 | $11.0K | 0.00% | +129 | New |
| Iron Horse Wealth Management, LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 150 | $12.0K | 0.00% | +150 | New |
| Endurance Wealth Management, Inc. | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 158 | $13.1K | 0.01% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 180 | $14.0K | 0.01% | +180 | New |
| Bell Investment Advisors, Inc | 167 | $14.0K | 0.00% | +167 | New |
| Siena Capital LLC | 175 | $15.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $16.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $17.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 203 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $17.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $17.0K | 0.00% | +10+5.3% | Added |
| Covestor Ltd | 212 | $18.0K | 0.01% | −601−73.9% | Reduced |
| Core Wealth Advisors, Inc. | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 238 | $20.0K | 0.01% | +238 | New |
| BerganKDV Wealth Management, LLC | 266 | $22.0K | 0.00% | +3+1.1% | Added |
| AlphaMark Advisors, LLC | 280 | $23.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 302 | $25.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 303 | $25.0K | 0.02% | +303 | New |
| Fairfield, Bush & Co. | 325 | $27.0K | 0.02% | +325 | New |
| Semmax Financial Advisors Inc. | 316 | $28.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 345 | $29.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 388 | $33.0K | 0.02% | −233−37.5% | Reduced |
| Clearstead Advisors, LLC | 402 | $33.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $33.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 406 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 424 | $35.0K | 0.01% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 425 | $35.0K | 0.01% | +425 | New |
| Cornerstone Management, Inc. | 437 | $36.2K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 443 | $37.0K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 448 | $37.0K | 0.00% | +448 | New |
| Tortoise Investment Management, LLC | 477 | $40.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 484 | $40.0K | 0.02% | +484 | New |
| MUFG Americas Holdings Corp | 500 | $41.0K | 0.00% | −92−15.5% | Reduced |
| Strengthening Families & Communities, LLC | 532 | $43.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 518 | $43.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 539 | $45.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 545 | $45.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 541 | $45.0K | 0.03% | +1+0.2% | Added |
| JJJ Advisors Inc. | 505 | $45.0K | 0.01% | +17+3.5% | Added |
| Quent Capital, LLC | 552 | $46.0K | 0.01% | +159+40.5% | Added |
| Montag A & Associates Inc | 570 | $48.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 609 | $50.0K | 0.00% | −129−17.5% | Reduced |
| Advisors Asset Management, Inc. | 606 | $50.0K | 0.00% | +606 | New |
| Beacon Capital Management, LLC | 631 | $51.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 653 | $54.0K | 0.04% | +653 | New |
| Ronald Blue Trust, Inc. | 695 | $56.0K | 0.00% | +695 | New |
| Baystate Wealth Management LLC | 681 | $57.0K | 0.01% | −243−26.3% | Reduced |
| Capital Analysts, LLC | 694 | $57.0K | 0.00% | +55+8.6% | Added |
| Vectors Research Management, LLC | 710 | $59.0K | 0.01% | +710 | New |
| TD Waterhouse Canada Inc. | 709 | $61.2K | 0.00% | +6+0.9% | Added |
| Sargent Bickham Lagudis LLC | 754 | $62.0K | 0.01% | +7+0.9% | Added |
| High Net Worth Advisory Group LLC | 747 | $62.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 760 | $63.0K | 0.00% | +230+43.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 772 | $64.0K | 0.01% | −45−5.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 796 | $65.0K | 0.01% | +10+1.3% | Added |
| Cedar Wealth Management, LLC | 800 | $66.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 800 | $66.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 805 | $67.0K | 0.00% | −498−38.2% | Reduced |
| Heritage Wealth Advisors | 804 | $67.0K | 0.00% | +100+14.2% | Added |
| National Bank of Canada | 835 | $69.0K | 0.00% | +5+0.6% | Added |
| Bank of New Hampshire | 845 | $70.0K | 0.02% | +565+201.8% | Added |
| TCI Wealth Advisors, Inc. | 859 | $71.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 854 | $71.0K | 0.01% | +854 | New |