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 |
|---|---|---|---|---|---|
| Evanson Asset Management, LLC | 32,484 | $2.69M | 0.31% | −6,976−17.7% | Reduced |
| IFM Investors Pty Ltd | 32,607 | $2.70M | 0.05% | +3,432+11.8% | Added |
| SeaBridge Investment Advisors LLC | 33,001 | $2.73M | 0.88% | −77−0.2% | Reduced |
| AQR Capital Management LLC | 33,204 | $2.75M | 0.01% | +1,003+3.1% | Added |
| Aviva PLC | 33,325 | $2.76M | 0.01% | −18,740−36.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 33,580 | $2.78M | 0.02% | +2,725+8.8% | Added |
| M Holdings Securities, Inc. | 33,586 | $2.78M | 0.28% | +436+1.3% | Added |
| Utah Retirement Systems | 33,676 | $2.79M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 34,013 | $2.82M | 0.02% | +1,855+5.8% | Added |
| Caisse de Depot Et Placement du Quebec | 34,105 | $2.83M | 0.01% | −48,895−58.9% | Reduced |
| Bensler, LLC | 34,261 | $2.84M | 0.68% | +745+2.2% | Added |
| Weaver Consulting Group | 34,265 | $2.84M | 1.59% | −1,400−3.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.85M | 2.39% | −170−0.5% | Reduced |
| National Asset Management, Inc. | 34,542 | $2.86M | 0.12% | +584+1.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,184 | $2.92M | 0.02% | +1,414+4.2% | Added |
| Pensionfund Sabic | 35,204 | $2.92M | 0.93% | −8,000−18.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,300 | $2.92M | 0.07% | +2,706+8.3% | Added |
| Baird Financial Group, Inc. | 35,815 | $2.97M | 0.01% | +1,948+5.8% | Added |
| Geneos Wealth Management Inc. | 36,210 | $3.01M | 0.15% | +2,717+8.1% | Added |
| Cipher Capital LP | 36,381 | $3.02M | 0.68% | +36,381 | New |
| XML Financial, LLC | 36,506 | $3.02M | 0.68% | +537+1.5% | Added |
| Pensionfund DSM Netherlands | 36,800 | $3.05M | 1.93% | −10,000−21.4% | Reduced |
| Employees Provident Fund Board | 37,150 | $3.08M | 0.07% | +3,550+10.6% | Added |
| AE Wealth Management LLC | 37,527 | $3.11M | 0.02% | +7,386+24.5% | Added |
| Nissay Asset Management Corp | 38,543 | $3.19M | 0.03% | +727+1.9% | Added |
| Seeyond | 39,562 | $3.28M | 0.37% | +3,562+9.9% | Added |
| Capital Square, LLC | 41,018 | $3.40M | 2.82% | −584−1.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 40,514 | $3.40M | 2.03% | −598−1.5% | Reduced |
| Bahl & Gaynor Inc | 41,228 | $3.42M | 0.02% | −200−0.5% | Reduced |
| Bramshill Investments, LLC | 41,766 | $3.46M | 0.41% | +41,766 | New |
| Chase Investment Counsel Corp | 42,005 | $3.48M | 1.88% | +39,427+1,529.4% | Added |
| Avantax Advisory Services, Inc. | 42,195 | $3.50M | 0.05% | +2,821+7.2% | Added |
| The PNC Financial Services Group, Inc. | 42,185 | $3.50M | 0.00% | +1,364+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 42,383 | $3.51M | 0.16% | +330+0.8% | Added |
| HighPoint Advisor Group LLC | 43,785 | $3.57M | 0.39% | +43,785 | New |
| Rench Wealth Management, Inc. | 43,296 | $3.59M | 1.84% | +964+2.3% | Added |
| Atria Wealth Solutions, Inc. | 43,380 | $3.63M | 0.07% | +5,866+15.6% | Added |
| TriaGen Wealth Management LLC | 43,974 | $3.64M | 2.59% | +43,974 | New |
| D L Carlson Investment Group Inc | 44,825 | $3.71M | 0.78% | +44,825 | New |
| Wellington Shields Capital Management, LLC | 45,211 | $3.75M | 0.47% | −1,076−2.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 46,008 | $3.81M | 2.11% | +3,277+7.7% | Added |
| Cetera Investment Advisers | 46,533 | $3.86M | 0.06% | −9,906−17.6% | Reduced |
| Creative Planning | 47,262 | $3.92M | 0.01% | +7,616+19.2% | Added |
| Rock Point Advisors, LLC | 47,396 | $3.93M | 1.34% | −24,274−33.9% | Reduced |
| Beacon Pointe Advisors, LLC | 47,632 | $3.94M | 0.08% | −28,782−37.7% | Reduced |
| Cozad Asset Management Inc | 48,214 | $4.00M | 0.62% | +2,101+4.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,934 | $4.05M | 0.05% | +12,400+33.9% | Added |
| Ascent Group, LLC | 45,489 | $4.06M | 0.49% | +45,489 | New |
| Meritage Portfolio Management | 49,757 | $4.12M | 0.32% | +504+1.0% | Added |
| Nkcfo LLC | 50,400 | $4.18M | 1.47% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 52,202 | $4.33M | 1.27% | −47−0.1% | Reduced |
| GSI Capital Advisors LLC | 52,688 | $4.37M | 1.92% | +338+0.6% | Added |
| Hallmark Capital Management Inc | 52,969 | $4.39M | 0.41% | +2,075+4.1% | Added |
| Hantz Financial Services, Inc. | 53,101 | $4.40M | 0.15% | +2,446+4.8% | Added |
| Arizona State Retirement System | 53,197 | $4.41M | 0.04% | +1,343+2.6% | Added |
| Colonial Trust Advisors | 53,312 | $4.42M | 0.62% | +2,839+5.6% | Added |
| AdvisorNet Financial, Inc | 53,407 | $4.42M | 0.44% | +1,395+2.7% | Added |
| Cetera Advisor Networks LLC | 53,479 | $4.43M | 0.06% | +4,148+8.4% | Added |
| USS Investment Management Ltd | 54,876 | $4.55M | 0.05% | −1,877−3.3% | Reduced |
| Forsta Ap-Fonden | 56,300 | $4.67M | 0.06% | −19,400−25.6% | Reduced |
| Employees Retirement System of Texas | 56,500 | $4.68M | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 56,612 | $4.69M | 0.01% | +200.0% | Added |
| Private Advisor Group, LLC | 57,519 | $4.77M | 0.04% | +5,002+9.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 57,774 | $4.79M | 0.28% | +19,996+52.9% | Added |
| Storebrand Asset Management AS | 59,416 | $4.92M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 59,755 | $4.95M | 0.02% | +1,367+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 60,300 | $5.00M | 0.05% | −92,325−60.5% | Reduced |
| Standard Life Aberdeen plc | 60,185 | $5.05M | 0.02% | −1,527−2.5% | Reduced |
| Mutual Advisors, LLC | 62,720 | $5.20M | 0.34% | −435−0.7% | Reduced |
| Toronto Dominion Bank | 62,744 | $5.20M | 0.01% | +2,722+4.5% | Added |
| Inspirion Wealth Advisors, LLC | 63,426 | $5.25M | 1.15% | −840−1.3% | Reduced |
| Surevest, LLC | 64,285 | $5.33M | 1.40% | +3,558+5.9% | Added |
| NewSquare Capital LLC | 65,025 | $5.39M | 0.69% | +7,117+12.3% | Added |
| Daiwa Securities Group Inc. | 65,367 | $5.42M | 0.04% | −3,041−4.4% | Reduced |
| Karpas Strategies, LLC | 67,054 | $5.56M | 1.94% | +316+0.5% | Added |
| Sonora Investment Management Group, LLC | 67,137 | $5.56M | 0.53% | +10,794+19.2% | Added |
| MML Investors Services, LLC | 69,695 | $5.78M | 0.04% | +10,373+17.5% | Added |
| Van Eck Associates Corp | 70,039 | $5.80M | 0.02% | −3,888−5.3% | Reduced |
| Nisa Investment Advisors, LLC | 70,232 | $5.82M | 0.05% | −14,609−17.2% | Reduced |
| Janus Henderson Group PLC | 70,780 | $5.87M | 0.00% | +25,348+55.8% | Added |
| Demars Financial Group, LLC | 72,175 | $5.98M | 3.41% | −911−1.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 72,668 | $6.02M | 0.91% | −11,731−13.9% | Reduced |
| Oak Harvest Investment Services | 76,975 | $6.38M | 1.72% | +8,784+12.9% | Added |
| Advocate Group LLC | 77,485 | $6.42M | 1.49% | +77,485 | New |
| Blair William & Co | 77,951 | $6.46M | 0.03% | +505+0.7% | Added |
| Korea Investment CORP | 81,732 | $6.77M | 0.02% | −141,668−63.4% | Reduced |
| Ensign Peak Advisors, Inc | 81,815 | $6.78M | 0.02% | +20,070+32.5% | Added |
| Treasurer of the State of North Carolina | 82,563 | $6.84M | 0.04% | +12,112+17.2% | Added |
| CIBC World Markets Corp | 82,611 | $6.84M | 0.06% | −13,336−13.9% | Reduced |
| Royal London Asset Management Ltd | 82,951 | $6.88M | 0.03% | +8,380+11.2% | Added |
| Sheets Smith Wealth Management | 83,461 | $6.92M | 1.14% | +2,000+2.5% | Added |
| EWG Elevate Inc. | 86,360 | $7.16M | 3.48% | −4,996−5.5% | Reduced |
| First Republic Investment Management, Inc. | 88,240 | $7.31M | 0.02% | +24,806+39.1% | Added |
| Victory Capital Management Inc | 90,340 | $7.49M | 0.01% | +588+0.7% | Added |
| HRT Financial LP | 91,749 | $7.60M | 0.08% | +56,995+164.0% | Added |
| State of New Jersey Common Pension Fund D | 92,042 | $7.63M | 0.03% | +12,361+15.5% | Added |
| Illinois Municipal Retirement Fund | 94,668 | $7.84M | 0.18% | +90,810+2,353.8% | Added |
| FMR LLC | 95,380 | $7.90M | 0.00% | +27,885+41.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,265 | $7.98M | 0.05% | −4,664−4.6% | Reduced |
| Price T Rowe Associates Inc | 96,298 | $7.98M | 0.00% | +5,387+5.9% | Added |