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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 4,450 | $369.0K | 0.03% | 00.0% | Unchanged |
| Fca Corp | 4,470 | $370.0K | 0.15% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,500 | $373.0K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,602 | $374.0K | 0.31% | +25+0.5% | Added |
| Change Path, LLC | 4,528 | $375.0K | 0.02% | +1,051+30.2% | Added |
| Brown Advisory Securities, LLC | 4,541 | $376.0K | 0.36% | −1,559−25.6% | Reduced |
| Parsons Capital Management Inc | 4,550 | $377.0K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,556 | $378.0K | 0.05% | +1,383+43.6% | Added |
| Jackson Wealth Management, LLC | 4,583 | $380.0K | 0.18% | −1,050−18.6% | Reduced |
| Sawtooth Solutions, LLC | 4,592 | $380.0K | 0.05% | +1,480+47.6% | Added |
| BTC Capital Management, Inc. | 4,656 | $385.0K | 0.05% | +403+9.5% | Added |
| Ethic Inc. | 4,670 | $387.0K | 0.03% | +634+15.7% | Added |
| David R. Rahn & Associates Inc. | 4,678 | $388.0K | 0.16% | +30+0.6% | Added |
| Sequoia Financial Advisors, LLC | 4,689 | $389.0K | 0.01% | −810−14.7% | Reduced |
| ARGI Investment Services, LLC | 4,704 | $390.0K | 0.01% | +59+1.3% | Added |
| Founders Financial Alliance, LLC | 4,726 | $392.0K | 0.20% | −10,327−68.6% | Reduced |
| Raleigh Capital Management Inc. | 4,719 | $392.0K | 0.22% | +46+1.0% | Added |
| Summit Wealth Group, LLC | 4,741 | $393.0K | 0.46% | 00.0% | Unchanged |
| Proequities, Inc. | 4,684 | $393.0K | 0.03% | +123+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 4,774 | $396.0K | 0.11% | +4,774 | New |
| Clear Street Markets LLC | 4,800 | $398.0K | 0.13% | −100−2.0% | Reduced |
| Diligent Investors, LLC | 4,800 | $398.0K | 0.14% | +9+0.2% | Added |
| Oakworth Capital, Inc. | 4,900 | $406.0K | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,058 | $419.0K | 0.24% | +5,058 | New |
| Chesley Taft & Associates LLC | 5,067 | $420.0K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $420.0K | 0.19% | +5,000 | New |
| MV Capital Management, Inc. | 5,083 | $421.0K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,831 | $423.0K | 0.12% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,133 | $425.0K | 0.25% | −1,000−16.3% | Reduced |
| Global Retirement Partners, LLC | 5,124 | $425.0K | 0.03% | +200+4.1% | Added |
| DF Dent & Co Inc | 5,160 | $428.0K | 0.01% | −809−13.6% | Reduced |
| Worth Venture Partners, LLC | 5,121 | $428.0K | 0.26% | +5,121 | New |
| Fox Run Management, L.L.C. | 5,205 | $431.0K | 0.22% | +5,205 | New |
| Oppenheimer & Co Inc | 5,212 | $432.0K | 0.01% | −2,843−35.3% | Reduced |
| Norinchukin Bank, The | 5,224 | $433.0K | 0.01% | +470+9.9% | Added |
| Penserra Capital Management LLC | 5,307 | $438.0K | 0.01% | −263−4.7% | Reduced |
| Sovereign Financial Group, Inc. | 5,280 | $438.0K | 0.17% | −32−0.6% | Reduced |
| Fifth Third Bancorp | 5,280 | $438.0K | 0.00% | +609+13.0% | Added |
| Capital Investment Advisors, LLC | 5,338 | $442.0K | 0.01% | +26+0.5% | Added |
| Tower Research Capital LLC (TRC) | 5,334 | $442.0K | 0.01% | +862+19.3% | Added |
| Venture Visionary Partners LLC | 5,344 | $442.8K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,350 | $443.0K | 0.31% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,357 | $443.8K | 0.05% | +5,357 | New |
| Widmann Financial Services, Inc. | 5,375 | $445.0K | 0.46% | +300+5.9% | Added |
| Lido Advisors, LLC | 5,406 | $447.0K | 0.01% | +948+21.3% | Added |
| Vident Investment Advisory, LLC | 5,444 | $450.0K | 0.01% | −787−12.6% | Reduced |
| Boston Private Wealth LLC | 5,471 | $453.0K | 0.01% | +325+6.3% | Added |
| Cutler Group LP | 5,473 | $453.0K | 0.06% | +5,473 | New |
| Symphony Financial, Ltd. Co. | 5,409 | $454.0K | 0.13% | −137−2.5% | Reduced |
| Boston Financial Mangement LLC | 5,500 | $456.0K | 0.02% | −1,270−18.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,506 | $456.0K | 0.03% | +1,107+25.2% | Added |
| Kathmere Capital Management, LLC | 5,548 | $460.0K | 0.08% | +6+0.1% | Added |
| Valeo Financial Advisors, LLC | 5,550 | $460.0K | 0.03% | +37+0.7% | Added |
| H&H Retirement Design & Management INC | 5,306 | $464.0K | 0.34% | +118+2.3% | Added |
| Transatlantique Private Wealth LLC | 5,607 | $465.0K | 0.32% | +5,607 | New |
| Vestcor Inc | 5,628 | $466.0K | 0.02% | +2,682+91.0% | Added |
| Resources Investment Advisors, LLC. | 5,636 | $467.0K | 0.02% | +1,431+34.0% | Added |
| Kempen Capital Management N.V. | 5,700 | $472.0K | 0.02% | −216,500−97.4% | Reduced |
| Covington Capital Management | 5,750 | $476.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,771 | $478.0K | 0.07% | +544+10.4% | Added |
| Flagship Harbor Advisors, LLC | 5,796 | $480.0K | 0.05% | −164−2.8% | Reduced |
| Teamwork Financial Advisors, LLC | 5,810 | $481.0K | 0.11% | −132−2.2% | Reduced |
| Carret Asset Management, LLC | 5,824 | $483.0K | 0.07% | +42+0.7% | Added |
| International Assets Investment Management, LLC | 5,878 | $487.0K | 0.10% | +79+1.4% | Added |
| APG Asset Management N.V. | 6,157 | $488.0K | 0.00% | −900−12.8% | Reduced |
| Clearview Wealth Advisors LLC | 5,900 | $489.0K | 0.37% | +235+4.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,907 | $489.0K | 0.01% | +1,647+38.7% | Added |
| Naples Global Advisors, LLC | 5,860 | $490.0K | 0.06% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 5,953 | $494.0K | 0.33% | +24+0.4% | Added |
| Lincoln National Corp | 6,039 | $500.0K | 0.01% | −154−2.5% | Reduced |
| D.B. Root & Company, LLC | 6,046 | $501.0K | 0.21% | −25−0.4% | Reduced |
| Kercheville Advisors, LLC | 6,050 | $501.0K | 0.33% | +1,250+26.0% | Added |
| Jacobi Capital Management LLC | 6,109 | $506.0K | 0.07% | +10.0% | Added |
| Moneta Group Investment Advisors LLC | 6,107 | $506.0K | 0.02% | +6,107 | New |
| Ontario Teachers Pension Plan Board | 6,167 | $511.0K | 0.01% | −2,351−27.6% | Reduced |
| Alps Advisors Inc | 6,351 | $526.0K | 0.01% | +6,351 | New |
| Harrell Investment Partners, LLC | 6,430 | $533.0K | 0.22% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 6,549 | $543.0K | 0.81% | +51+0.8% | Added |
| Woodward Diversified Capital, LLC | 6,551 | $543.0K | 0.42% | +227+3.6% | Added |
| LexAurum Advisors, LLC | 6,635 | $550.0K | 0.21% | +20.0% | Added |
| Capital Asset Advisory Services LLC | 6,615 | $555.0K | 0.06% | +58+0.9% | Added |
| Assetmark, Inc | 6,695 | $555.0K | 0.00% | +823+14.0% | Added |
| First Heartland Consultants, Inc. | 6,730 | $557.0K | 0.09% | −1,653−19.7% | Reduced |
| Cullen Capital Management LLC | 6,815 | $565.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 6,858 | $568.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 6,891 | $571.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,913 | $573.0K | 0.14% | −756−9.9% | Reduced |
| Ayrshire Capital Management LLC | 6,985 | $579.0K | 0.41% | −1,154−14.2% | Reduced |
| Philadelphia Trust Co | 7,000 | $580.0K | 0.06% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 7,007 | $581.0K | 0.57% | +88+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,026 | $582.0K | 0.03% | −164−2.3% | Reduced |
| Highlander Capital Management, LLC | 7,025 | $582.0K | 0.31% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7,050 | $584.0K | 0.12% | +194+2.8% | Added |
| Madden Securities Corp | 7,100 | $588.0K | 0.32% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 7,200 | $597.0K | 0.27% | 00.0% | Unchanged |
| Comerica Bank | 7,184 | $600.0K | 0.00% | −811−10.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,354 | $609.0K | 0.57% | +49+0.7% | Added |
| Peddock Capital Advisors, LLC | 7,351 | $609.0K | 0.24% | +298+4.2% | Added |
| Quantbot Technologies LP | 7,504 | $621.0K | 0.06% | +2,975+65.7% | Added |
| Archer Investment Corp | 7,553 | $625.8K | 0.25% | 00.0% | Unchanged |