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 |
|---|---|---|---|---|---|
| KBC Group NV | 7,568 | $627.0K | 0.00% | −2,842−27.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,578 | $627.0K | 0.00% | +733+10.7% | Added |
| Virtu Financial LLC | 7,637 | $633.0K | 0.05% | +1,256+19.7% | Added |
| Insight 2811, Inc. | 7,658 | $635.0K | 0.42% | +232+3.1% | Added |
| Cerity Partners LLC | 7,712 | $639.0K | 0.01% | +4,024+109.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,813 | $647.0K | 0.03% | −97−1.2% | Reduced |
| Wealthspan Partners, LLC | 7,814 | $647.0K | 0.67% | +91+1.2% | Added |
| IFP Advisors, Inc | 11,032 | $650.0K | 0.02% | −2,576−18.9% | Reduced |
| Manufacturers Life Insurance Company, The | 7,875 | $652.5K | 0.00% | +350+4.7% | Added |
| Wetherby Asset Management Inc | 7,917 | $656.0K | 0.04% | +5,380+212.1% | Added |
| Granite Bay Wealth Management, LLC | 7,935 | $657.0K | 0.51% | +79+1.0% | Added |
| IHT Wealth Management, LLC | 7,979 | $661.0K | 0.06% | +1,067+15.4% | Added |
| Quantinno Capital Management LP | 7,998 | $663.0K | 0.10% | +1,277+19.0% | Added |
| CIBC Asset Management Inc | 8,067 | $668.0K | 0.00% | −132−1.6% | Reduced |
| Kovack Advisors, Inc. | 8,108 | $672.0K | 0.09% | +766+10.4% | Added |
| Glenmede Trust Co NA | 8,202 | $679.0K | 0.00% | +785+10.6% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $684.0K | 0.34% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,294 | $687.2K | 0.03% | +49+0.6% | Added |
| Optimum Investment Advisors | 8,364 | $693.0K | 0.35% | +57+0.7% | Added |
| L.M. Kohn & Company | 8,466 | $702.0K | 0.33% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,478 | $702.0K | 0.07% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 8,468 | $702.0K | 0.60% | +68+0.8% | Added |
| Crestwood Advisors Group LLC | 8,475 | $702.0K | 0.02% | +500+6.3% | Added |
| Old National Bancorp | 8,494 | $704.0K | 0.02% | +8,494 | New |
| Concord Wealth Partners | 8,548 | $708.0K | 0.19% | −24−0.3% | Reduced |
| Metropolitan Life Insurance Co | 8,551 | $708.5K | 0.03% | −2,617−23.4% | Reduced |
| Axxcess Wealth Management, LLC | 8,566 | $710.0K | 0.07% | −121−1.4% | Reduced |
| E. Ohman J:or Asset Management AB | 8,600 | $712.6K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 8,721 | $716.0K | 0.45% | +8,721 | New |
| Private Trust Co NA | 8,720 | $723.0K | 0.11% | +528+6.4% | Added |
| Lazard Asset Management LLC | 8,864 | $733.0K | 0.00% | −643−6.8% | Reduced |
| Guyasuta Investment Advisors Inc | 8,848 | $733.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,905 | $738.0K | 0.03% | +33+0.4% | Added |
| AlphaCrest Capital Management LLC | 8,969 | $743.0K | 0.04% | −4,901−35.3% | Reduced |
| Prudent Man Advisors, LLC | 9,086 | $753.0K | 0.35% | +9,086 | New |
| Arbor Capital Management Inc | 9,182 | $761.0K | 0.73% | +212+2.4% | Added |
| Royal Fund Management, LLC | 9,194 | $761.0K | 0.13% | +2,669+40.9% | Added |
| Independent Financial Group, LLC | 9,202 | $762.5K | 0.08% | +1,722+23.0% | Added |
| Adams Wealth Management | 9,228 | $765.0K | 0.29% | −264−2.8% | Reduced |
| Patton Albertson Miller Group, LLC | 9,265 | $768.0K | 0.16% | −271−2.8% | Reduced |
| Western Wealth Management, LLC | 9,289 | $770.0K | 0.04% | +7+0.1% | Added |
| Prudential Financial Inc | 9,278 | $778.0K | 0.00% | +105+1.1% | Added |
| Thoroughbred Financial Services, LLC | 9,479 | $785.0K | 0.14% | +5,549+141.2% | Added |
| Columbia Asset Management | 9,470 | $785.0K | 0.20% | +9,470 | New |
| Stratos Wealth Partners, LTD. | 9,527 | $789.0K | 0.02% | +304+3.3% | Added |
| Fisher Asset Management, LLC | 9,573 | $793.0K | 0.00% | +3,830+66.7% | Added |
| Wolverine Trading, LLC | 9,479 | $796.0K | 0.02% | −3,251−25.5% | Reduced |
| First National Trust Co | 9,695 | $803.0K | 0.05% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 9,774 | $809.0K | 0.59% | +284+3.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 9,776 | $810.0K | 0.09% | +190+2.0% | Added |
| Insight Wealth Partners, LLC | 9,832 | $815.0K | 0.64% | −182−1.8% | Reduced |
| DuPont Capital Management Corp | 9,873 | $818.0K | 0.04% | −10,958−52.6% | Reduced |
| Yousif Capital Management, LLC | 9,877 | $818.0K | 0.01% | −1,880−16.0% | Reduced |
| PFG Advisors | 9,976 | $827.0K | 0.09% | −92−0.9% | Reduced |
| First Manhattan Co | 10,000 | $828.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,048 | $833.0K | 0.10% | +175+1.8% | Added |
| Eldridge Investment Advisors, Inc. | 10,100 | $837.0K | 0.32% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,133 | $838.0K | 0.00% | +392+4.0% | Added |
| American Portfolios Advisors | 10,152 | $841.2K | 0.03% | +636+6.7% | Added |
| Apollon Wealth Management, LLC | 10,336 | $856.0K | 0.07% | +14+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $858.0K | 0.01% | +350+3.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $862.0K | 0.30% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 10,417 | $863.0K | 0.53% | 00.0% | Unchanged |
| Herbst Group, LLC | 10,400 | $867.0K | 0.69% | +900+9.5% | Added |
| Advisory Services Network, LLC | 10,566 | $876.0K | 0.03% | +10+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 10,590 | $877.0K | 0.05% | +413+4.1% | Added |
| Nordea Investment Management AB | 10,562 | $886.0K | 0.00% | −620,635−98.3% | Reduced |
| Hudson Portfolio Management LLC | 10,818 | $896.0K | 0.93% | −27−0.2% | Reduced |
| Sawyer & Company, Inc | 10,895 | $903.0K | 0.46% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 11,056 | $916.0K | 0.39% | +11,056 | New |
| Old Port Advisors | 11,173 | $917.0K | 0.35% | −263−2.3% | Reduced |
| Wambolt & Associates, LLC | 11,307 | $937.0K | 0.38% | +30.0% | Added |
| Pinnacle Financial Partners Inc | 11,300 | $937.0K | 0.03% | +1,450+14.7% | Added |
| AGF Investments LLC | 11,379 | $943.0K | 0.09% | +219+2.0% | Added |
| Focus Financial Network, Inc. | 11,292 | $947.6K | 0.08% | +461+4.3% | Added |
| Argent Trust Co | 11,543 | $957.0K | 0.07% | +2,912+33.7% | Added |
| Vista Investment Management | 11,790 | $977.0K | 0.59% | −129−1.1% | Reduced |
| Cooper Financial Group | 11,794 | $977.0K | 0.35% | +106+0.9% | Added |
| Client 1st Advisory Group, LLC | 11,837 | $981.0K | 0.58% | −257−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,880 | $984.0K | 0.03% | −5,584−32.0% | Reduced |
| Knott David M Jr | 12,000 | $994.0K | 0.46% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,113 | $997.0K | 0.78% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,162 | $1.01M | 0.08% | +12+0.1% | Added |
| Natixis Advisors, L.P. | 12,179 | $1.01M | 0.00% | −392−3.1% | Reduced |
| Impax Asset Management Group plc | 12,205 | $1.01M | 0.00% | −447−3.5% | Reduced |
| D.A. Davidson & Co. | 12,283 | $1.02M | 0.01% | +330+2.8% | Added |
| Sigma Planning Corp | 12,429 | $1.03M | 0.04% | +491+4.1% | Added |
| Horizon Kinetics Asset Management LLC | 12,525 | $1.04M | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12,551 | $1.04M | 0.17% | −30−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $1.05M | 0.02% | −80,000−86.3% | Reduced |
| NEIRG Wealth Management, LLC | 12,786 | $1.06M | 0.23% | 00.0% | Unchanged |
| Allstate Corp | 13,039 | $1.08M | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,098 | $1.08M | 0.04% | +438+3.5% | Added |
| Bradley Foster & Sargent Inc | 13,190 | $1.09M | 0.03% | +285+2.2% | Added |
| Alaska Permanent Fund Corp | 13,421 | $1.11M | 0.02% | +13,421 | New |
| GWM Advisors LLC | 13,562 | $1.12M | 0.02% | +13,562 | New |
| Lockheed Martin Investment Management Co | 13,875 | $1.15M | 0.08% | −4,930−26.2% | Reduced |
| Little House Capital LLC | 13,920 | $1.15M | 0.62% | +5,020+56.4% | Added |
| C2C Wealth Management, LLC | 13,838 | $1.16M | 0.21% | +1,970+16.6% | Added |
| Aurora Private Wealth, Inc. | 13,978 | $1.16M | 0.52% | −11−0.1% | Reduced |