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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.85M | 2.39% | −170−0.5% | Reduced |
| Weaver Consulting Group | 34,265 | $2.84M | 1.59% | −1,400−3.9% | Reduced |
| Bensler, LLC | 34,261 | $2.84M | 0.68% | +745+2.2% | Added |
| Caisse de Depot Et Placement du Quebec | 34,105 | $2.83M | 0.01% | −48,895−58.9% | Reduced |
| Mercer Global Advisors Inc | 34,013 | $2.82M | 0.02% | +1,855+5.8% | Added |
| Utah Retirement Systems | 33,676 | $2.79M | 0.04% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 33,586 | $2.78M | 0.28% | +436+1.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 33,580 | $2.78M | 0.02% | +2,725+8.8% | Added |
| Aviva PLC | 33,325 | $2.76M | 0.01% | −18,740−36.0% | Reduced |
| AQR Capital Management LLC | 33,204 | $2.75M | 0.01% | +1,003+3.1% | Added |
| SeaBridge Investment Advisors LLC | 33,001 | $2.73M | 0.88% | −77−0.2% | Reduced |
| IFM Investors Pty Ltd | 32,607 | $2.70M | 0.05% | +3,432+11.8% | Added |
| Evanson Asset Management, LLC | 32,484 | $2.69M | 0.31% | −6,976−17.7% | Reduced |
| Triasima Portfolio Management inc. | 31,855 | $2.64M | 0.19% | +31,855 | New |
| Gradient Capital Advisors, LLC | 31,599 | $2.62M | 1.26% | +1,120+3.7% | Added |
| US Bancorp | 31,402 | $2.60M | 0.01% | +58+0.2% | Added |
| Schroder Investment Management Group | 31,352 | $2.60M | 0.00% | +10,236+48.5% | Added |
| Sofos Investments, Inc. | 1,494 | $2.58M | 0.24% | +1,494 | New |
| Capitolis Advisors LLC | 30,832 | $2.56M | 0.13% | 00.0% | Unchanged |
| DnB Asset Management AS | 30,812 | $2.55M | 0.02% | +1,251+4.2% | Added |
| Lakeview Capital Partners, LLC | 30,777 | $2.55M | 1.47% | +360+1.2% | Added |
| TFG Advisers LLC | 30,741 | $2.55M | 1.36% | +561+1.9% | Added |
| Jag Capital Management, LLC | 29,471 | $2.44M | 0.30% | +11,410+63.2% | Added |
| Teacher Retirement System of Texas | 29,269 | $2.42M | 0.02% | −9,210−23.9% | Reduced |
| Herold Advisors, Inc. | 28,514 | $2.36M | 1.07% | +120.0% | Added |
| Community Capital Management, Inc. | 28,200 | $2.34M | 2.84% | +18,400+187.8% | Added |
| Excalibur Management Corp | 28,094 | $2.33M | 1.21% | −7,752−21.6% | Reduced |
| RFG Advisory, LLC | 27,205 | $2.30M | 0.13% | +24,586+938.8% | Added |
| Investmark Advisory Group LLC | 27,329 | $2.26M | 2.24% | +566+2.1% | Added |
| Spirit of America Management Corp | 27,190 | $2.25M | 0.51% | +2,900+11.9% | Added |
| Thrivent Financial for Lutherans | 26,914 | $2.23M | 0.01% | −2,200−7.6% | Reduced |
| Morse Asset Management, Inc | 26,765 | $2.22M | 0.71% | +5,350+25.0% | Added |
| Gulf International Bank (UK) Ltd | 26,228 | $2.20M | 0.04% | +225+0.9% | Added |
| Simplex Trading, LLC | 26,467 | $2.19M | 0.07% | +23,599+822.8% | Added |
| Balyasny Asset Management LLC | 26,130 | $2.17M | 0.01% | +26,130 | New |
| Moors & Cabot, Inc. | 25,904 | $2.15M | 0.15% | +64+0.2% | Added |
| Wealthstar Advisors, LLC | 25,727 | $2.13M | 0.90% | −118−0.5% | Reduced |
| Truvestments Capital LLC | 25,443 | $2.11M | 1.23% | +1,365+5.7% | Added |
| M&T Bank Corp | 29,222 | $2.09M | 0.01% | +7,580+35.0% | Added |
| CWM Advisors, LLC | 24,925 | $2.06M | 0.27% | −421−1.7% | Reduced |
| Associated Banc-Corp | 24,800 | $2.05M | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 24,711 | $2.05M | 0.01% | −5,081−17.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 24,998 | $2.04M | 0.09% | +1,720+7.4% | Added |
| Stratos Wealth Advisors, LLC | 24,339 | $2.02M | 0.18% | +24,339 | New |
| South Dakota Investment Council | 24,234 | $2.01M | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 24,210 | $2.01M | 0.00% | +1,325+5.8% | Added |
| Wealthfront Advisers LLC | 24,101 | $2.00M | 0.01% | +4,806+24.9% | Added |
| Horan Capital Advisors, LLC. | 23,902 | $1.98M | 0.92% | −67−0.3% | Reduced |
| Natixis Investment Managers International | 23,903 | $1.98M | 0.04% | +3,876+19.4% | Added |
| Cubist Systematic Strategies, LLC | 23,722 | $1.97M | 0.01% | +16,608+233.5% | Added |
| V Wealth Advisors LLC | 23,296 | $1.93M | 0.36% | +4,368+23.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 22,948 | $1.90M | 0.08% | +1,809+8.6% | Added |
| Mackenzie Financial Corp | 22,891 | $1.90M | 0.00% | +5,570+32.2% | Added |
| Atria Investments LLC | 22,814 | $1.89M | 0.04% | +899+4.1% | Added |
| Amalgamated Bank | 22,418 | $1.86M | 0.02% | +4,143+22.7% | Added |
| British Columbia Investment Management Corp | 22,107 | $1.83M | 0.02% | −6,650−23.1% | Reduced |
| Wealthcare Advisory Partners LLC | 21,851 | $1.81M | 0.11% | −444−2.0% | Reduced |
| Tectonic Advisors LLC | 21,852 | $1.81M | 0.33% | +4,507+26.0% | Added |
| Griffin Asset Management, Inc. | 21,719 | $1.80M | 0.29% | +562+2.7% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.75M | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 20,824 | $1.73M | 0.89% | +3,341+19.1% | Added |
| Millennium Management LLC | 20,728 | $1.72M | 0.00% | +20,728 | New |
| Prairiewood Capital, LLC | 20,601 | $1.71M | 1.35% | +2,045+11.0% | 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 |
| FLC Capital Advisors | 20,140 | $1.67M | 0.56% | +702+3.6% | Added |
| United Capital Financial Advisers, LLC | 19,845 | $1.64M | 0.01% | −877−4.2% | Reduced |
| Bluefin Capital Management, LLC | 19,400 | $1.63M | 0.22% | +19,400 | New |
| Gamco Investors, Inc. Et Al | 19,600 | $1.62M | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 19,492 | $1.61M | 0.60% | +710+3.8% | Added |
| Belpointe Asset Management LLC | 19,393 | $1.61M | 0.11% | −343−1.7% | Reduced |
| Bennicas & Associates, Inc. | 19,245 | $1.59M | 0.93% | +45+0.2% | Added |
| Brooks, Moore & Associates, Inc. | 19,095 | $1.58M | 1.14% | −3,800−16.6% | Reduced |
| SG Americas Securities, LLC | 18,859 | $1.56M | 0.02% | −208−1.1% | Reduced |
| Independent Advisor Alliance | 18,808 | $1.56M | 0.09% | −567−2.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 19,069 | $1.55M | 0.77% | −173−0.9% | Reduced |
| Brinker Capital Investments, LLC | 18,419 | $1.53M | 0.03% | −1,104−5.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 18,125 | $1.50M | 0.18% | 00.0% | Unchanged |
| Colony Group LLC | 18,103 | $1.50M | 0.03% | −169−0.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,692 | $1.48M | 0.37% | +17,692 | New |
| Centaurus Financial, Inc. | 17,756 | $1.47M | 0.15% | −2,981−14.4% | Reduced |
| Merit Financial Group, LLC | 17,628 | $1.46M | 0.05% | +17,628 | New |
| Alpha Omega Wealth Management LLC | 17,482 | $1.45M | 0.26% | +109+0.6% | Added |
| Wellington Shields & Co., LLC | 17,441 | $1.45M | 0.35% | −6,411−26.9% | Reduced |
| Group One Trading, L.P. | 17,352 | $1.44M | 0.04% | −9,053−34.3% | Reduced |
| JB Capital LLC | 16,940 | $1.40M | 0.15% | +1,170+7.4% | Added |
| Candriam Luxembourg S.C.A. | 16,920 | $1.40M | 0.01% | +4,509+36.3% | Added |
| Mission Creek Capital Partners, Inc. | 16,904 | $1.40M | 0.47% | +125+0.7% | Added |
| JustInvest LLC | 16,805 | $1.39M | 0.06% | −137−0.8% | Reduced |
| Richard P Slaughter Associates Inc | 16,622 | $1.38M | 0.60% | +387+2.4% | Added |
| Panagora Asset Management Inc | 16,550 | $1.37M | 0.01% | −7,849−32.2% | Reduced |
| Ergoteles LLC | 16,329 | $1.35M | 0.04% | +16,329 | New |
| SRS Capital Advisors, Inc. | 15,955 | $1.32M | 0.20% | +68+0.4% | Added |
| Intech Investment Management LLC | 15,683 | $1.30M | 0.01% | +15,683 | New |
| Equitable Holdings, Inc. | 15,596 | $1.29M | 0.02% | +166+1.1% | Added |
| Westpac Banking Corp | 15,582 | $1.29M | 0.02% | +792+5.4% | Added |
| American Century Companies Inc | 15,570 | $1.29M | 0.00% | +9,535+158.0% | Added |
| Texas Yale Capital Corp. | 15,448 | $1.28M | 0.08% | +60.0% | Added |
| Fiera Capital Corp | 15,156 | $1.26M | 0.00% | +9,325+159.9% | Added |
| EP Wealth Advisors, LLC | 15,068 | $1.25M | 0.03% | +417+2.8% | Added |