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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 2,928 | $246.0K | 0.11% | +2,928 | New |
| Paradigm Financial Partners, LLC | 3,057 | $248.0K | 0.07% | −2,170−41.5% | Reduced |
| Creative Financial Designs Inc | 2,991 | $248.0K | 0.04% | −40−1.3% | Reduced |
| Van Hulzen Asset Management, LLC | 3,004 | $249.0K | 0.03% | +249+9.0% | Added |
| Ahrens Investment Partners LLC | 3,012 | $250.0K | 0.11% | −519−14.7% | Reduced |
| Allied Investment Advisors, LLC | 3,020 | $250.0K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,022 | $250.0K | 0.00% | +182+6.4% | Added |
| Delphia (USA) Inc. | 3,022 | $250.0K | 0.17% | +3,022 | New |
| D. E. Shaw & Co., Inc. | 3,024 | $251.0K | 0.00% | −8,356−73.4% | Reduced |
| B. Riley Wealth Management, Inc. | 3,026 | $251.0K | 0.02% | −3,324−52.3% | Reduced |
| Avantax Planning Partners, Inc. | 3,024 | $251.0K | 0.01% | +49+1.6% | Added |
| HB Wealth Management, LLC | 3,072 | $255.0K | 0.01% | −686−18.3% | Reduced |
| Keybank National Association | 3,096 | $257.0K | 0.00% | −12−0.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,407 | $259.0K | 0.15% | +250+7.9% | Added |
| Advisor Resource Council | 3,145 | $260.0K | 0.02% | +3,145 | New |
| Unionview, LLC | 3,156 | $262.0K | 0.29% | 00.0% | Unchanged |
| Woodstock Corp | 3,176 | $263.0K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,205 | $266.0K | 0.02% | −178−5.3% | Reduced |
| Pure Financial Advisors, Inc. | 3,209 | $266.0K | 0.02% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 3,210 | $266.0K | 0.10% | +354+12.4% | Added |
| Krane Funds Advisors LLC | 3,245 | $269.0K | 0.01% | −1,615−33.2% | Reduced |
| Horizon Wealth Management, LLC | 3,256 | $270.0K | 0.11% | +16+0.5% | Added |
| Squarepoint Ops LLC | 3,270 | $271.0K | 0.00% | −27,278−89.3% | Reduced |
| Ausdal Financial Partners, Inc. | 3,288 | $272.0K | 0.04% | +3,288 | New |
| Rehmann Capital Advisory Group | 3,290 | $272.6K | 0.03% | +3,290 | New |
| Visionary Wealth Advisors | 3,295 | $273.0K | 0.02% | −191−5.5% | Reduced |
| Archetype Wealth Partners | 3,320 | $275.0K | 0.08% | +44+1.3% | Added |
| Essex Savings Bank | 3,339 | $277.0K | 0.11% | −23−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 3,332 | $280.0K | 0.05% | −29−0.9% | Reduced |
| Basepoint Wealth LLC | 3,381 | $280.2K | 0.29% | +43+1.3% | Added |
| Longfellow Investment Management Co LLC | 3,390 | $281.0K | 0.06% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,395 | $283.0K | 0.17% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,421 | $283.0K | 0.09% | +1,303+61.5% | Added |
| Main Street Financial Solutions, LLC | 3,425 | $284.0K | 0.04% | −334−8.9% | Reduced |
| Advisor Partners LLC | 3,448 | $286.0K | 0.02% | −206−5.6% | Reduced |
| Thrive Wealth Management, LLC | 3,467 | $287.0K | 0.10% | −160−4.4% | Reduced |
| MA Private Wealth | 3,545 | $291.0K | 0.07% | +18+0.5% | Added |
| Veritable, L.P. | 3,530 | $292.0K | 0.01% | +239+7.3% | Added |
| Inspire Advisors, LLC | 3,539 | $293.0K | 0.08% | −194−5.2% | Reduced |
| Glassman Wealth Services | 3,575 | $296.0K | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 3,576 | $296.0K | 0.01% | +3,576 | New |
| Orion Portfolio Solutions, LLC | 3,596 | $298.0K | 0.01% | +276+8.3% | Added |
| Banque Cantonale Vaudoise | 3,600 | $299.0K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 3,617 | $300.0K | 0.10% | +3,617 | New |
| StoneX Group Inc. | 3,606 | $300.3K | 0.04% | −317−8.1% | Reduced |
| Raub Brock Capital Management LP | 3,640 | $302.0K | 0.06% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,643 | $302.7K | 0.00% | −113−3.0% | Reduced |
| Mitchell Sinkler & Starr | 3,655 | $303.0K | 0.11% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,654 | $303.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,722 | $308.0K | 0.05% | +19+0.5% | Added |
| SMH Capital Advisors Inc | 3,751 | $311.0K | 0.42% | +3,751 | New |
| Clarity Financial LLC | 3,762 | $312.0K | 0.07% | −163−4.2% | Reduced |
| Capital Planning Advisors, LLC | 3,780 | $313.0K | 0.08% | +121+3.3% | Added |
| Brookstone Capital Management | 3,835 | $313.0K | 0.01% | +307+8.7% | Added |
| Round Rock Advisors, LLC | 3,772 | $313.0K | 0.14% | +398+11.8% | Added |
| HM Payson & Co | 3,796 | $315.0K | 0.01% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,797 | $315.0K | 0.10% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,805 | $315.0K | 0.38% | +99+2.7% | Added |
| Plancorp, LLC | 3,813 | $316.0K | 0.02% | −7−0.2% | Reduced |
| New York Life Investment Management LLC | 3,805 | $316.0K | 0.00% | +3,805 | New |
| Aptus Capital Advisors, LLC | 3,791 | $318.0K | 0.01% | −25−0.7% | Reduced |
| Warther Private Wealth, LLC | 3,809 | $318.0K | 0.23% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 3,854 | $319.0K | 0.29% | +27+0.7% | Added |
| Silverlake Wealth Management LLC | 3,852 | $319.2K | 0.21% | +2+0.1% | Added |
| Snowden Capital Advisors LLC | 3,863 | $320.0K | 0.01% | +1,042+36.9% | Added |
| Monterey Private Wealth, Inc. | 3,870 | $321.0K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,904 | $323.0K | 0.30% | −333−7.9% | Reduced |
| Intrua Financial, LLC | 3,901 | $323.0K | 0.07% | −154−3.8% | Reduced |
| LVW Advisors, LLC | 3,905 | $324.0K | 0.07% | 00.0% | Unchanged |
| Provence Wealth Management Group | 3,962 | $328.0K | 0.43% | +154+4.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,975 | $329.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 3,982 | $329.9K | 0.00% | +204+5.4% | Added |
| GPS Wealth Strategies Group, LLC | 4,021 | $333.0K | 0.09% | +27+0.7% | Added |
| Ancora Advisors, LLC | 4,036 | $334.0K | 0.01% | +202+5.3% | Added |
| Two Sigma Securities, LLC | 4,048 | $335.0K | 0.06% | +1,559+62.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,082 | $338.0K | 0.11% | +538+15.2% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $339.0K | 0.39% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,102 | $340.0K | 0.05% | −149−3.5% | Reduced |
| Personal Capital Advisors Corp | 4,133 | $342.0K | 0.00% | +35+0.9% | Added |
| Integrated Advisors Network LLC | 4,136 | $343.0K | 0.02% | +1,276+44.6% | Added |
| Cornerstone Wealth Group, LLC | 4,149 | $344.0K | 0.07% | −427−9.3% | Reduced |
| Prudential PLC | 4,162 | $345.0K | 0.01% | +235+6.0% | Added |
| Arete Wealth Advisors, LLC | 4,177 | $346.0K | 0.04% | −17,906−81.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,171 | $346.0K | 0.02% | +697+20.1% | Added |
| Doyle Wealth Management | 4,184 | $347.0K | 0.03% | +20.0% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $351.0K | 0.23% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,232 | $351.0K | 0.24% | +20.0% | Added |
| Signaturefd, LLC | 4,235 | $351.0K | 0.01% | +431+11.3% | Added |
| AlphaStar Capital Management, LLC | 4,276 | $354.0K | 0.03% | +1,045+32.3% | Added |
| Joel Isaacson & Co., LLC | 4,284 | $355.0K | 0.03% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 4,287 | $355.0K | 0.12% | +4,287 | New |
| Wedbush Securities Inc | 4,292 | $356.0K | 0.02% | −1,730−28.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,312 | $357.0K | 0.24% | +9+0.2% | Added |
| Beck Capital Management, LLC | 4,345 | $360.0K | 0.16% | −166−3.7% | Reduced |
| PEAK6 Investments LLC | 5,337 | $360.6K | 0.01% | +5,337 | New |
| Balentine LLC | 4,364 | $362.0K | 0.01% | +4,364 | New |
| Procyon Private Wealth Partners, LLC | 4,397 | $364.0K | 0.08% | +4,397 | New |
| Schnieders Capital Management LLC | 4,407 | $365.0K | 0.11% | +600+15.8% | Added |
| Austin Private Wealth, LLC | 4,427 | $367.0K | 0.08% | +39+0.9% | Added |
| Keudell/Morrison Wealth Management | 4,444 | $368.0K | 0.13% | −2,832−38.9% | Reduced |