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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 107,826 | $8.95M | 0.20% | +6,795+6.7% | Added |
| Gateway Investment Advisers LLC | 107,566 | $8.91M | 0.10% | +1,063+1.0% | Added |
| Eaton Vance Management | 107,495 | $8.91M | 0.01% | −4,576−4.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 107,342 | $8.89M | 2.71% | +2,989+2.9% | Added |
| Nicholas Company, Inc. | 105,055 | $8.70M | 0.19% | 00.0% | Unchanged |
| Hoylecohen, LLC | 104,136 | $8.63M | 0.90% | +559+0.5% | Added |
| Exchange Traded Concepts, LLC | 104,013 | $8.62M | 0.25% | −31,238−23.1% | Reduced |
| DekaBank Deutsche Girozentrale | 103,875 | $8.58M | 0.02% | +15,400+17.4% | Added |
| Macquarie Group Ltd | 99,056 | $8.51M | 0.01% | −21,122−17.6% | Reduced |
| Stony Point Wealth Management Inc. | 101,564 | $8.42M | 5.50% | +554+0.5% | Added |
| Guggenheim Capital LLC | 100,457 | $8.32M | 0.07% | +38,362+61.8% | Added |
| Allworth Financial LP | 100,212 | $8.30M | 0.11% | −693−0.7% | Reduced |
| Andra AP-fonden | 97,500 | $8.08M | 0.23% | +97,500 | New |
| Price T Rowe Associates Inc | 96,298 | $7.98M | 0.00% | +5,387+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,265 | $7.98M | 0.05% | −4,664−4.6% | Reduced |
| FMR LLC | 95,380 | $7.90M | 0.00% | +27,885+41.3% | Added |
| Illinois Municipal Retirement Fund | 94,668 | $7.84M | 0.18% | +90,810+2,353.8% | Added |
| State of New Jersey Common Pension Fund D | 92,042 | $7.63M | 0.03% | +12,361+15.5% | Added |
| HRT Financial LP | 91,749 | $7.60M | 0.08% | +56,995+164.0% | Added |
| Victory Capital Management Inc | 90,340 | $7.49M | 0.01% | +588+0.7% | Added |
| First Republic Investment Management, Inc. | 88,240 | $7.31M | 0.02% | +24,806+39.1% | Added |
| EWG Elevate Inc. | 86,360 | $7.16M | 3.48% | −4,996−5.5% | Reduced |
| Sheets Smith Wealth Management | 83,461 | $6.92M | 1.14% | +2,000+2.5% | Added |
| Royal London Asset Management Ltd | 82,951 | $6.88M | 0.03% | +8,380+11.2% | Added |
| CIBC World Markets Corp | 82,611 | $6.84M | 0.06% | −13,336−13.9% | Reduced |
| Treasurer of the State of North Carolina | 82,563 | $6.84M | 0.04% | +12,112+17.2% | Added |
| Ensign Peak Advisors, Inc | 81,815 | $6.78M | 0.02% | +20,070+32.5% | Added |
| Korea Investment CORP | 81,732 | $6.77M | 0.02% | −141,668−63.4% | Reduced |
| Blair William & Co | 77,951 | $6.46M | 0.03% | +505+0.7% | Added |
| Advocate Group LLC | 77,485 | $6.42M | 1.49% | +77,485 | New |
| Oak Harvest Investment Services | 76,975 | $6.38M | 1.72% | +8,784+12.9% | Added |
| Te Ahumairangi Investment Management Ltd | 72,668 | $6.02M | 0.91% | −11,731−13.9% | Reduced |
| Demars Financial Group, LLC | 72,175 | $5.98M | 3.41% | −911−1.2% | Reduced |
| Janus Henderson Group PLC | 70,780 | $5.87M | 0.00% | +25,348+55.8% | Added |
| Nisa Investment Advisors, LLC | 70,232 | $5.82M | 0.05% | −14,609−17.2% | Reduced |
| Van Eck Associates Corp | 70,039 | $5.80M | 0.02% | −3,888−5.3% | Reduced |
| MML Investors Services, LLC | 69,695 | $5.78M | 0.04% | +10,373+17.5% | Added |
| Sonora Investment Management Group, LLC | 67,137 | $5.56M | 0.53% | +10,794+19.2% | Added |
| Karpas Strategies, LLC | 67,054 | $5.56M | 1.94% | +316+0.5% | Added |
| Daiwa Securities Group Inc. | 65,367 | $5.42M | 0.04% | −3,041−4.4% | Reduced |
| NewSquare Capital LLC | 65,025 | $5.39M | 0.69% | +7,117+12.3% | Added |
| Surevest, LLC | 64,285 | $5.33M | 1.40% | +3,558+5.9% | Added |
| Inspirion Wealth Advisors, LLC | 63,426 | $5.25M | 1.15% | −840−1.3% | 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 |
| Standard Life Aberdeen plc | 60,185 | $5.05M | 0.02% | −1,527−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,300 | $5.00M | 0.05% | −92,325−60.5% | Reduced |
| Mariner, LLC | 59,755 | $4.95M | 0.02% | +1,367+2.3% | Added |
| Storebrand Asset Management AS | 59,416 | $4.92M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 57,774 | $4.79M | 0.28% | +19,996+52.9% | Added |
| Private Advisor Group, LLC | 57,519 | $4.77M | 0.04% | +5,002+9.5% | Added |
| Bessemer Group Inc | 56,612 | $4.69M | 0.01% | +200.0% | Added |
| Employees Retirement System of Texas | 56,500 | $4.68M | 0.07% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 56,300 | $4.67M | 0.06% | −19,400−25.6% | Reduced |
| USS Investment Management Ltd | 54,876 | $4.55M | 0.05% | −1,877−3.3% | Reduced |
| Cetera Advisor Networks LLC | 53,479 | $4.43M | 0.06% | +4,148+8.4% | Added |
| AdvisorNet Financial, Inc | 53,407 | $4.42M | 0.44% | +1,395+2.7% | Added |
| Colonial Trust Advisors | 53,312 | $4.42M | 0.62% | +2,839+5.6% | Added |
| Arizona State Retirement System | 53,197 | $4.41M | 0.04% | +1,343+2.6% | Added |
| Hantz Financial Services, Inc. | 53,101 | $4.40M | 0.15% | +2,446+4.8% | Added |
| Hallmark Capital Management Inc | 52,969 | $4.39M | 0.41% | +2,075+4.1% | Added |
| GSI Capital Advisors LLC | 52,688 | $4.37M | 1.92% | +338+0.6% | Added |
| SOA Wealth Advisors, LLC. | 52,202 | $4.33M | 1.27% | −47−0.1% | Reduced |
| Nkcfo LLC | 50,400 | $4.18M | 1.47% | 00.0% | Unchanged |
| Meritage Portfolio Management | 49,757 | $4.12M | 0.32% | +504+1.0% | Added |
| Ascent Group, LLC | 45,489 | $4.06M | 0.49% | +45,489 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,934 | $4.05M | 0.05% | +12,400+33.9% | Added |
| Cozad Asset Management Inc | 48,214 | $4.00M | 0.62% | +2,101+4.6% | Added |
| Beacon Pointe Advisors, LLC | 47,632 | $3.94M | 0.08% | −28,782−37.7% | Reduced |
| Rock Point Advisors, LLC | 47,396 | $3.93M | 1.34% | −24,274−33.9% | Reduced |
| Creative Planning | 47,262 | $3.92M | 0.01% | +7,616+19.2% | Added |
| Cetera Investment Advisers | 46,533 | $3.86M | 0.06% | −9,906−17.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 46,008 | $3.81M | 2.11% | +3,277+7.7% | Added |
| Wellington Shields Capital Management, LLC | 45,211 | $3.75M | 0.47% | −1,076−2.3% | Reduced |
| D L Carlson Investment Group Inc | 44,825 | $3.71M | 0.78% | +44,825 | New |
| TriaGen Wealth Management LLC | 43,974 | $3.64M | 2.59% | +43,974 | New |
| Atria Wealth Solutions, Inc. | 43,380 | $3.63M | 0.07% | +5,866+15.6% | Added |
| Rench Wealth Management, Inc. | 43,296 | $3.59M | 1.84% | +964+2.3% | Added |
| HighPoint Advisor Group LLC | 43,785 | $3.57M | 0.39% | +43,785 | New |
| Carnegie Capital Asset Management, LLC | 42,383 | $3.51M | 0.16% | +330+0.8% | Added |
| The PNC Financial Services Group, Inc. | 42,185 | $3.50M | 0.00% | +1,364+3.3% | Added |
| Avantax Advisory Services, Inc. | 42,195 | $3.50M | 0.05% | +2,821+7.2% | Added |
| Chase Investment Counsel Corp | 42,005 | $3.48M | 1.88% | +39,427+1,529.4% | Added |
| Bramshill Investments, LLC | 41,766 | $3.46M | 0.41% | +41,766 | New |
| Bahl & Gaynor Inc | 41,228 | $3.42M | 0.02% | −200−0.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 40,514 | $3.40M | 2.03% | −598−1.5% | Reduced |
| Capital Square, LLC | 41,018 | $3.40M | 2.82% | −584−1.4% | Reduced |
| Seeyond | 39,562 | $3.28M | 0.37% | +3,562+9.9% | Added |
| Nissay Asset Management Corp | 38,543 | $3.19M | 0.03% | +727+1.9% | Added |
| AE Wealth Management LLC | 37,527 | $3.11M | 0.02% | +7,386+24.5% | Added |
| Employees Provident Fund Board | 37,150 | $3.08M | 0.07% | +3,550+10.6% | Added |
| Pensionfund DSM Netherlands | 36,800 | $3.05M | 1.93% | −10,000−21.4% | Reduced |
| XML Financial, LLC | 36,506 | $3.02M | 0.68% | +537+1.5% | Added |
| Cipher Capital LP | 36,381 | $3.02M | 0.68% | +36,381 | New |
| Geneos Wealth Management Inc. | 36,210 | $3.01M | 0.15% | +2,717+8.1% | Added |
| Baird Financial Group, Inc. | 35,815 | $2.97M | 0.01% | +1,948+5.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,300 | $2.92M | 0.07% | +2,706+8.3% | Added |
| Pensionfund Sabic | 35,204 | $2.92M | 0.93% | −8,000−18.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 35,184 | $2.92M | 0.02% | +1,414+4.2% | Added |
| National Asset Management, Inc. | 34,542 | $2.86M | 0.12% | +584+1.7% | Added |