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 |
|---|---|---|---|---|---|
| Madison Wealth Management | 14,000 | $1.16M | 0.28% | 00.0% | Unchanged |
| CWM, LLC | 14,098 | $1.17M | 0.01% | +159+1.1% | Added |
| Cornerstone Wealth Management, LLC | 14,173 | $1.17M | 0.13% | −160−1.1% | Reduced |
| RMB Capital Management, LLC | 14,166 | $1.17M | 0.04% | −112−0.8% | Reduced |
| Maryland State Retirement & Pension System | 14,172 | $1.17M | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,234 | $1.18M | 0.02% | +388+2.8% | Added |
| Credential Qtrade Securities Inc. | 14,273 | $1.18M | 0.08% | +3,030+27.0% | Added |
| Stephens Inc | 14,272 | $1.18M | 0.02% | −59−0.4% | Reduced |
| Bank of Nova Scotia | 14,464 | $1.20M | 0.00% | −441−3.0% | Reduced |
| HBW Advisory Services LLC | 14,639 | $1.21M | 0.33% | +8,770+149.4% | Added |
| Flagship Private Wealth, LLC | 14,775 | $1.22M | 1.19% | +40.0% | Added |
| Beacon Investment Advisory Services, Inc. | 14,870 | $1.23M | 0.06% | +1,330+9.8% | Added |
| Elo Mutual Pension Insurance Co | 15,025 | $1.25M | 0.04% | +374+2.6% | Added |
| EP Wealth Advisors, LLC | 15,068 | $1.25M | 0.03% | +417+2.8% | Added |
| Fiera Capital Corp | 15,156 | $1.26M | 0.00% | +9,325+159.9% | Added |
| Texas Yale Capital Corp. | 15,448 | $1.28M | 0.08% | +60.0% | Added |
| American Century Companies Inc | 15,570 | $1.29M | 0.00% | +9,535+158.0% | Added |
| Westpac Banking Corp | 15,582 | $1.29M | 0.02% | +792+5.4% | Added |
| Equitable Holdings, Inc. | 15,596 | $1.29M | 0.02% | +166+1.1% | Added |
| Intech Investment Management LLC | 15,683 | $1.30M | 0.01% | +15,683 | New |
| SRS Capital Advisors, Inc. | 15,955 | $1.32M | 0.20% | +68+0.4% | Added |
| Ergoteles LLC | 16,329 | $1.35M | 0.04% | +16,329 | New |
| Panagora Asset Management Inc | 16,550 | $1.37M | 0.01% | −7,849−32.2% | Reduced |
| Richard P Slaughter Associates Inc | 16,622 | $1.38M | 0.60% | +387+2.4% | Added |
| JustInvest LLC | 16,805 | $1.39M | 0.06% | −137−0.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,904 | $1.40M | 0.47% | +125+0.7% | Added |
| Candriam Luxembourg S.C.A. | 16,920 | $1.40M | 0.01% | +4,509+36.3% | Added |
| JB Capital LLC | 16,940 | $1.40M | 0.15% | +1,170+7.4% | Added |
| Group One Trading, L.P. | 17,352 | $1.44M | 0.04% | −9,053−34.3% | Reduced |
| Wellington Shields & Co., LLC | 17,441 | $1.45M | 0.35% | −6,411−26.9% | Reduced |
| Alpha Omega Wealth Management LLC | 17,482 | $1.45M | 0.26% | +109+0.6% | Added |
| Merit Financial Group, LLC | 17,628 | $1.46M | 0.05% | +17,628 | New |
| Centaurus Financial, Inc. | 17,756 | $1.47M | 0.15% | −2,981−14.4% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,692 | $1.48M | 0.37% | +17,692 | New |
| Colony Group LLC | 18,103 | $1.50M | 0.03% | −169−0.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 18,125 | $1.50M | 0.18% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 18,419 | $1.53M | 0.03% | −1,104−5.7% | Reduced |
| Mountain Capital Investment Advisors, Inc | 19,069 | $1.55M | 0.77% | −173−0.9% | Reduced |
| Independent Advisor Alliance | 18,808 | $1.56M | 0.09% | −567−2.9% | Reduced |
| SG Americas Securities, LLC | 18,859 | $1.56M | 0.02% | −208−1.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,095 | $1.58M | 1.14% | −3,800−16.6% | Reduced |
| Bennicas & Associates, Inc. | 19,245 | $1.59M | 0.93% | +45+0.2% | Added |
| Belpointe Asset Management LLC | 19,393 | $1.61M | 0.11% | −343−1.7% | Reduced |
| RB Capital Management, LLC | 19,492 | $1.61M | 0.60% | +710+3.8% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.62M | 0.02% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 19,400 | $1.63M | 0.22% | +19,400 | New |
| United Capital Financial Advisers, LLC | 19,845 | $1.64M | 0.01% | −877−4.2% | Reduced |
| FLC Capital Advisors | 20,140 | $1.67M | 0.56% | +702+3.6% | Added |
| Jane Street Group, LLC | 20,177 | $1.67M | 0.00% | −5,536−21.5% | Reduced |
| Shell Asset Management Co | 20,178 | $1.67M | 0.05% | +1,583+8.5% | Added |
| Prairiewood Capital, LLC | 20,601 | $1.71M | 1.35% | +2,045+11.0% | Added |
| Millennium Management LLC | 20,728 | $1.72M | 0.00% | +20,728 | New |
| Total Clarity Wealth Management, Inc. | 20,824 | $1.73M | 0.89% | +3,341+19.1% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.75M | 0.01% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 21,719 | $1.80M | 0.29% | +562+2.7% | Added |
| Tectonic Advisors LLC | 21,852 | $1.81M | 0.33% | +4,507+26.0% | Added |
| Wealthcare Advisory Partners LLC | 21,851 | $1.81M | 0.11% | −444−2.0% | Reduced |
| British Columbia Investment Management Corp | 22,107 | $1.83M | 0.02% | −6,650−23.1% | Reduced |
| Amalgamated Bank | 22,418 | $1.86M | 0.02% | +4,143+22.7% | Added |
| Atria Investments LLC | 22,814 | $1.89M | 0.04% | +899+4.1% | Added |
| Mackenzie Financial Corp | 22,891 | $1.90M | 0.00% | +5,570+32.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 22,948 | $1.90M | 0.08% | +1,809+8.6% | Added |
| V Wealth Advisors LLC | 23,296 | $1.93M | 0.36% | +4,368+23.1% | Added |
| Cubist Systematic Strategies, LLC | 23,722 | $1.97M | 0.01% | +16,608+233.5% | Added |
| Natixis Investment Managers International | 23,903 | $1.98M | 0.04% | +3,876+19.4% | Added |
| Horan Capital Advisors, LLC. | 23,902 | $1.98M | 0.92% | −67−0.3% | Reduced |
| Wealthfront Advisers LLC | 24,101 | $2.00M | 0.01% | +4,806+24.9% | Added |
| Principal Financial Group Inc | 24,210 | $2.01M | 0.00% | +1,325+5.8% | Added |
| South Dakota Investment Council | 24,234 | $2.01M | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 24,339 | $2.02M | 0.18% | +24,339 | New |
| Strategic Wealth Advisors Group, LLC | 24,998 | $2.04M | 0.09% | +1,720+7.4% | Added |
| ProShare Advisors LLC | 24,711 | $2.05M | 0.01% | −5,081−17.1% | Reduced |
| Associated Banc-Corp | 24,800 | $2.05M | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 24,925 | $2.06M | 0.27% | −421−1.7% | Reduced |
| M&T Bank Corp | 29,222 | $2.09M | 0.01% | +7,580+35.0% | Added |
| Truvestments Capital LLC | 25,443 | $2.11M | 1.23% | +1,365+5.7% | Added |
| Wealthstar Advisors, LLC | 25,727 | $2.13M | 0.90% | −118−0.5% | Reduced |
| Moors & Cabot, Inc. | 25,904 | $2.15M | 0.15% | +64+0.2% | Added |
| Balyasny Asset Management LLC | 26,130 | $2.17M | 0.01% | +26,130 | New |
| Simplex Trading, LLC | 26,467 | $2.19M | 0.07% | +23,599+822.8% | Added |
| Gulf International Bank (UK) Ltd | 26,228 | $2.20M | 0.04% | +225+0.9% | Added |
| Morse Asset Management, Inc | 26,765 | $2.22M | 0.71% | +5,350+25.0% | Added |
| Thrivent Financial for Lutherans | 26,914 | $2.23M | 0.01% | −2,200−7.6% | Reduced |
| Spirit of America Management Corp | 27,190 | $2.25M | 0.51% | +2,900+11.9% | Added |
| Investmark Advisory Group LLC | 27,329 | $2.26M | 2.24% | +566+2.1% | Added |
| RFG Advisory, LLC | 27,205 | $2.30M | 0.13% | +24,586+938.8% | Added |
| Excalibur Management Corp | 28,094 | $2.33M | 1.21% | −7,752−21.6% | Reduced |
| Community Capital Management, Inc. | 28,200 | $2.34M | 2.84% | +18,400+187.8% | Added |
| Herold Advisors, Inc. | 28,514 | $2.36M | 1.07% | +120.0% | Added |
| Teacher Retirement System of Texas | 29,269 | $2.42M | 0.02% | −9,210−23.9% | Reduced |
| Jag Capital Management, LLC | 29,471 | $2.44M | 0.30% | +11,410+63.2% | Added |
| TFG Advisers LLC | 30,741 | $2.55M | 1.36% | +561+1.9% | Added |
| Lakeview Capital Partners, LLC | 30,777 | $2.55M | 1.47% | +360+1.2% | Added |
| DnB Asset Management AS | 30,812 | $2.55M | 0.02% | +1,251+4.2% | Added |
| Capitolis Advisors LLC | 30,832 | $2.56M | 0.13% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,494 | $2.58M | 0.24% | +1,494 | New |
| Schroder Investment Management Group | 31,352 | $2.60M | 0.00% | +10,236+48.5% | Added |
| US Bancorp | 31,402 | $2.60M | 0.01% | +58+0.2% | Added |
| Gradient Capital Advisors, LLC | 31,599 | $2.62M | 1.26% | +1,120+3.7% | Added |
| Triasima Portfolio Management inc. | 31,855 | $2.64M | 0.19% | +31,855 | New |