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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 15,025 | $1.25M | 0.04% | +374+2.6% | Added |
| Beacon Investment Advisory Services, Inc. | 14,870 | $1.23M | 0.06% | +1,330+9.8% | Added |
| Flagship Private Wealth, LLC | 14,775 | $1.22M | 1.19% | +40.0% | Added |
| HBW Advisory Services LLC | 14,639 | $1.21M | 0.33% | +8,770+149.4% | Added |
| Bank of Nova Scotia | 14,464 | $1.20M | 0.00% | −441−3.0% | Reduced |
| Stephens Inc | 14,272 | $1.18M | 0.02% | −59−0.4% | Reduced |
| Credential Qtrade Securities Inc. | 14,273 | $1.18M | 0.08% | +3,030+27.0% | Added |
| Steward Partners Investment Advisory, LLC | 14,234 | $1.18M | 0.02% | +388+2.8% | 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 |
| CWM, LLC | 14,098 | $1.17M | 0.01% | +159+1.1% | Added |
| Madison Wealth Management | 14,000 | $1.16M | 0.28% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 13,978 | $1.16M | 0.52% | −11−0.1% | Reduced |
| C2C Wealth Management, LLC | 13,838 | $1.16M | 0.21% | +1,970+16.6% | Added |
| Little House Capital LLC | 13,920 | $1.15M | 0.62% | +5,020+56.4% | Added |
| Lockheed Martin Investment Management Co | 13,875 | $1.15M | 0.08% | −4,930−26.2% | Reduced |
| GWM Advisors LLC | 13,562 | $1.12M | 0.02% | +13,562 | New |
| Alaska Permanent Fund Corp | 13,421 | $1.11M | 0.02% | +13,421 | New |
| Bradley Foster & Sargent Inc | 13,190 | $1.09M | 0.03% | +285+2.2% | Added |
| Raymond James Trust N.A. | 13,098 | $1.08M | 0.04% | +438+3.5% | Added |
| Allstate Corp | 13,039 | $1.08M | 0.03% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 12,786 | $1.06M | 0.23% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $1.05M | 0.02% | −80,000−86.3% | Reduced |
| Harbor Investment Advisory, LLC | 12,551 | $1.04M | 0.17% | −30−0.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,525 | $1.04M | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,429 | $1.03M | 0.04% | +491+4.1% | Added |
| D.A. Davidson & Co. | 12,283 | $1.02M | 0.01% | +330+2.8% | Added |
| Impax Asset Management Group plc | 12,205 | $1.01M | 0.00% | −447−3.5% | Reduced |
| Natixis Advisors, L.P. | 12,179 | $1.01M | 0.00% | −392−3.1% | Reduced |
| J.W. Cole Advisors, Inc. | 12,162 | $1.01M | 0.08% | +12+0.1% | Added |
| MKT Advisors LLC | 12,113 | $997.0K | 0.78% | 00.0% | Unchanged |
| Knott David M Jr | 12,000 | $994.0K | 0.46% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,880 | $984.0K | 0.03% | −5,584−32.0% | Reduced |
| Client 1st Advisory Group, LLC | 11,837 | $981.0K | 0.58% | −257−2.1% | Reduced |
| 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 |
| Argent Trust Co | 11,543 | $957.0K | 0.07% | +2,912+33.7% | Added |
| Focus Financial Network, Inc. | 11,292 | $947.6K | 0.08% | +461+4.3% | Added |
| AGF Investments LLC | 11,379 | $943.0K | 0.09% | +219+2.0% | Added |
| 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 |
| Old Port Advisors | 11,173 | $917.0K | 0.35% | −263−2.3% | Reduced |
| Jeppson Wealth Management, LLC | 11,056 | $916.0K | 0.39% | +11,056 | New |
| Sawyer & Company, Inc | 10,895 | $903.0K | 0.46% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 10,818 | $896.0K | 0.93% | −27−0.2% | Reduced |
| Nordea Investment Management AB | 10,562 | $886.0K | 0.00% | −620,635−98.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,590 | $877.0K | 0.05% | +413+4.1% | Added |
| Advisory Services Network, LLC | 10,566 | $876.0K | 0.03% | +10+0.1% | Added |
| Herbst Group, LLC | 10,400 | $867.0K | 0.69% | +900+9.5% | Added |
| First City Capital Management, Inc. | 10,417 | $863.0K | 0.53% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $862.0K | 0.30% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $858.0K | 0.01% | +350+3.5% | Added |
| Apollon Wealth Management, LLC | 10,336 | $856.0K | 0.07% | +14+0.1% | Added |
| American Portfolios Advisors | 10,152 | $841.2K | 0.03% | +636+6.7% | Added |
| Rockefeller Capital Management L.P. | 10,133 | $838.0K | 0.00% | +392+4.0% | Added |
| Eldridge Investment Advisors, Inc. | 10,100 | $837.0K | 0.32% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,048 | $833.0K | 0.10% | +175+1.8% | Added |
| First Manhattan Co | 10,000 | $828.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 9,976 | $827.0K | 0.09% | −92−0.9% | 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 |
| Insight Wealth Partners, LLC | 9,832 | $815.0K | 0.64% | −182−1.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,776 | $810.0K | 0.09% | +190+2.0% | Added |
| GraniteShares Advisors LLC | 9,774 | $809.0K | 0.59% | +284+3.0% | Added |
| First National Trust Co | 9,695 | $803.0K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 9,479 | $796.0K | 0.02% | −3,251−25.5% | Reduced |
| Fisher Asset Management, LLC | 9,573 | $793.0K | 0.00% | +3,830+66.7% | Added |
| Stratos Wealth Partners, LTD. | 9,527 | $789.0K | 0.02% | +304+3.3% | 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 |
| Prudential Financial Inc | 9,278 | $778.0K | 0.00% | +105+1.1% | Added |
| Western Wealth Management, LLC | 9,289 | $770.0K | 0.04% | +7+0.1% | Added |
| Patton Albertson Miller Group, LLC | 9,265 | $768.0K | 0.16% | −271−2.8% | Reduced |
| Adams Wealth Management | 9,228 | $765.0K | 0.29% | −264−2.8% | Reduced |
| Independent Financial Group, LLC | 9,202 | $762.5K | 0.08% | +1,722+23.0% | Added |
| 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 |
| Prudent Man Advisors, LLC | 9,086 | $753.0K | 0.35% | +9,086 | New |
| AlphaCrest Capital Management LLC | 8,969 | $743.0K | 0.04% | −4,901−35.3% | Reduced |
| Coldstream Capital Management Inc | 8,905 | $738.0K | 0.03% | +33+0.4% | 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 |
| Private Trust Co NA | 8,720 | $723.0K | 0.11% | +528+6.4% | Added |
| GoalVest Advisory LLC | 8,721 | $716.0K | 0.45% | +8,721 | New |
| E. Ohman J:or Asset Management AB | 8,600 | $712.6K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 8,566 | $710.0K | 0.07% | −121−1.4% | Reduced |
| Metropolitan Life Insurance Co | 8,551 | $708.5K | 0.03% | −2,617−23.4% | Reduced |
| Concord Wealth Partners | 8,548 | $708.0K | 0.19% | −24−0.3% | Reduced |
| Old National Bancorp | 8,494 | $704.0K | 0.02% | +8,494 | New |
| 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 |
| Optimum Investment Advisors | 8,364 | $693.0K | 0.35% | +57+0.7% | Added |
| TD Private Client Wealth LLC | 8,294 | $687.2K | 0.03% | +49+0.6% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $684.0K | 0.34% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,202 | $679.0K | 0.00% | +785+10.6% | Added |
| Kovack Advisors, Inc. | 8,108 | $672.0K | 0.09% | +766+10.4% | Added |
| CIBC Asset Management Inc | 8,067 | $668.0K | 0.00% | −132−1.6% | Reduced |