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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 7,998 | $663.0K | 0.10% | +1,277+19.0% | Added |
| IHT Wealth Management, LLC | 7,979 | $661.0K | 0.06% | +1,067+15.4% | Added |
| Granite Bay Wealth Management, LLC | 7,935 | $657.0K | 0.51% | +79+1.0% | Added |
| Wetherby Asset Management Inc | 7,917 | $656.0K | 0.04% | +5,380+212.1% | Added |
| Manufacturers Life Insurance Company, The | 7,875 | $652.5K | 0.00% | +350+4.7% | Added |
| IFP Advisors, Inc | 11,032 | $650.0K | 0.02% | −2,576−18.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,813 | $647.0K | 0.03% | −97−1.2% | Reduced |
| Wealthspan Partners, LLC | 7,814 | $647.0K | 0.67% | +91+1.2% | Added |
| Cerity Partners LLC | 7,712 | $639.0K | 0.01% | +4,024+109.1% | Added |
| Insight 2811, Inc. | 7,658 | $635.0K | 0.42% | +232+3.1% | Added |
| Virtu Financial LLC | 7,637 | $633.0K | 0.05% | +1,256+19.7% | Added |
| KBC Group NV | 7,568 | $627.0K | 0.00% | −2,842−27.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,578 | $627.0K | 0.00% | +733+10.7% | Added |
| Archer Investment Corp | 7,553 | $625.8K | 0.25% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,504 | $621.0K | 0.06% | +2,975+65.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,354 | $609.0K | 0.57% | +49+0.7% | Added |
| Peddock Capital Advisors, LLC | 7,351 | $609.0K | 0.24% | +298+4.2% | Added |
| Comerica Bank | 7,184 | $600.0K | 0.00% | −811−10.1% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $597.0K | 0.27% | 00.0% | Unchanged |
| Madden Securities Corp | 7,100 | $588.0K | 0.32% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7,050 | $584.0K | 0.12% | +194+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,026 | $582.0K | 0.03% | −164−2.3% | Reduced |
| Highlander Capital Management, LLC | 7,025 | $582.0K | 0.31% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 7,007 | $581.0K | 0.57% | +88+1.3% | Added |
| Philadelphia Trust Co | 7,000 | $580.0K | 0.06% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 6,985 | $579.0K | 0.41% | −1,154−14.2% | Reduced |
| Mirador Capital Partners LP | 6,913 | $573.0K | 0.14% | −756−9.9% | Reduced |
| Achmea Investment Management B.V. | 6,891 | $571.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 6,858 | $568.0K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 6,815 | $565.0K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,730 | $557.0K | 0.09% | −1,653−19.7% | Reduced |
| Capital Asset Advisory Services LLC | 6,615 | $555.0K | 0.06% | +58+0.9% | Added |
| Assetmark, Inc | 6,695 | $555.0K | 0.00% | +823+14.0% | Added |
| LexAurum Advisors, LLC | 6,635 | $550.0K | 0.21% | +20.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,549 | $543.0K | 0.81% | +51+0.8% | Added |
| Woodward Diversified Capital, LLC | 6,551 | $543.0K | 0.42% | +227+3.6% | Added |
| Harrell Investment Partners, LLC | 6,430 | $533.0K | 0.22% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,351 | $526.0K | 0.01% | +6,351 | New |
| Ontario Teachers Pension Plan Board | 6,167 | $511.0K | 0.01% | −2,351−27.6% | Reduced |
| Jacobi Capital Management LLC | 6,109 | $506.0K | 0.07% | +10.0% | Added |
| Moneta Group Investment Advisors LLC | 6,107 | $506.0K | 0.02% | +6,107 | New |
| D.B. Root & Company, LLC | 6,046 | $501.0K | 0.21% | −25−0.4% | Reduced |
| Kercheville Advisors, LLC | 6,050 | $501.0K | 0.33% | +1,250+26.0% | Added |
| Lincoln National Corp | 6,039 | $500.0K | 0.01% | −154−2.5% | Reduced |
| Benedetti & Gucer, Inc. | 5,953 | $494.0K | 0.33% | +24+0.4% | Added |
| Naples Global Advisors, LLC | 5,860 | $490.0K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 5,900 | $489.0K | 0.37% | +235+4.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,907 | $489.0K | 0.01% | +1,647+38.7% | Added |
| APG Asset Management N.V. | 6,157 | $488.0K | 0.00% | −900−12.8% | Reduced |
| International Assets Investment Management, LLC | 5,878 | $487.0K | 0.10% | +79+1.4% | Added |
| Carret Asset Management, LLC | 5,824 | $483.0K | 0.07% | +42+0.7% | Added |
| Teamwork Financial Advisors, LLC | 5,810 | $481.0K | 0.11% | −132−2.2% | Reduced |
| Flagship Harbor Advisors, LLC | 5,796 | $480.0K | 0.05% | −164−2.8% | Reduced |
| We Are One Seven, LLC | 5,771 | $478.0K | 0.07% | +544+10.4% | Added |
| Covington Capital Management | 5,750 | $476.0K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 5,700 | $472.0K | 0.02% | −216,500−97.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,636 | $467.0K | 0.02% | +1,431+34.0% | Added |
| Vestcor Inc | 5,628 | $466.0K | 0.02% | +2,682+91.0% | Added |
| Transatlantique Private Wealth LLC | 5,607 | $465.0K | 0.32% | +5,607 | New |
| H&H Retirement Design & Management INC | 5,306 | $464.0K | 0.34% | +118+2.3% | Added |
| Kathmere Capital Management, LLC | 5,548 | $460.0K | 0.08% | +6+0.1% | Added |
| Valeo Financial Advisors, LLC | 5,550 | $460.0K | 0.03% | +37+0.7% | Added |
| Boston Financial Mangement LLC | 5,500 | $456.0K | 0.02% | −1,270−18.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,506 | $456.0K | 0.03% | +1,107+25.2% | Added |
| Symphony Financial, Ltd. Co. | 5,409 | $454.0K | 0.13% | −137−2.5% | Reduced |
| Boston Private Wealth LLC | 5,471 | $453.0K | 0.01% | +325+6.3% | Added |
| Cutler Group LP | 5,473 | $453.0K | 0.06% | +5,473 | New |
| Vident Investment Advisory, LLC | 5,444 | $450.0K | 0.01% | −787−12.6% | Reduced |
| Lido Advisors, LLC | 5,406 | $447.0K | 0.01% | +948+21.3% | Added |
| Widmann Financial Services, Inc. | 5,375 | $445.0K | 0.46% | +300+5.9% | Added |
| Eqis Capital Management, Inc. | 5,357 | $443.8K | 0.05% | +5,357 | New |
| Mach-1 Financial Group, Inc. | 5,350 | $443.0K | 0.31% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,344 | $442.8K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,338 | $442.0K | 0.01% | +26+0.5% | Added |
| Tower Research Capital LLC (TRC) | 5,334 | $442.0K | 0.01% | +862+19.3% | Added |
| Penserra Capital Management LLC | 5,307 | $438.0K | 0.01% | −263−4.7% | Reduced |
| Sovereign Financial Group, Inc. | 5,280 | $438.0K | 0.17% | −32−0.6% | Reduced |
| Fifth Third Bancorp | 5,280 | $438.0K | 0.00% | +609+13.0% | Added |
| Norinchukin Bank, The | 5,224 | $433.0K | 0.01% | +470+9.9% | Added |
| Oppenheimer & Co Inc | 5,212 | $432.0K | 0.01% | −2,843−35.3% | Reduced |
| Fox Run Management, L.L.C. | 5,205 | $431.0K | 0.22% | +5,205 | New |
| DF Dent & Co Inc | 5,160 | $428.0K | 0.01% | −809−13.6% | Reduced |
| Worth Venture Partners, LLC | 5,121 | $428.0K | 0.26% | +5,121 | New |
| Detalus Advisors, LLC | 5,133 | $425.0K | 0.25% | −1,000−16.3% | Reduced |
| Global Retirement Partners, LLC | 5,124 | $425.0K | 0.03% | +200+4.1% | Added |
| UMA Financial Services, Inc. | 4,831 | $423.0K | 0.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5,083 | $421.0K | 0.07% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,067 | $420.0K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $420.0K | 0.19% | +5,000 | New |
| Argent Advisors, Inc. | 5,058 | $419.0K | 0.24% | +5,058 | New |
| Oakworth Capital, Inc. | 4,900 | $406.0K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,800 | $398.0K | 0.13% | −100−2.0% | Reduced |
| Diligent Investors, LLC | 4,800 | $398.0K | 0.14% | +9+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 4,774 | $396.0K | 0.11% | +4,774 | New |
| Summit Wealth Group, LLC | 4,741 | $393.0K | 0.46% | 00.0% | Unchanged |
| Proequities, Inc. | 4,684 | $393.0K | 0.03% | +123+2.7% | Added |
| Founders Financial Alliance, LLC | 4,726 | $392.0K | 0.20% | −10,327−68.6% | Reduced |
| Raleigh Capital Management Inc. | 4,719 | $392.0K | 0.22% | +46+1.0% | Added |
| ARGI Investment Services, LLC | 4,704 | $390.0K | 0.01% | +59+1.3% | Added |
| Sequoia Financial Advisors, LLC | 4,689 | $389.0K | 0.01% | −810−14.7% | Reduced |