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 |
|---|---|---|---|---|---|
| David R. Rahn & Associates Inc. | 4,678 | $388.0K | 0.16% | +30+0.6% | Added |
| Ethic Inc. | 4,670 | $387.0K | 0.03% | +634+15.7% | Added |
| BTC Capital Management, Inc. | 4,656 | $385.0K | 0.05% | +403+9.5% | Added |
| Jackson Wealth Management, LLC | 4,583 | $380.0K | 0.18% | −1,050−18.6% | Reduced |
| Sawtooth Solutions, LLC | 4,592 | $380.0K | 0.05% | +1,480+47.6% | Added |
| Strategic Blueprint, LLC | 4,556 | $378.0K | 0.05% | +1,383+43.6% | Added |
| Parsons Capital Management Inc | 4,550 | $377.0K | 0.03% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 4,541 | $376.0K | 0.36% | −1,559−25.6% | Reduced |
| Change Path, LLC | 4,528 | $375.0K | 0.02% | +1,051+30.2% | Added |
| Ignite Planners, LLC | 4,602 | $374.0K | 0.31% | +25+0.5% | Added |
| Dividend Assets Capital, LLC | 4,500 | $373.0K | 0.08% | 00.0% | Unchanged |
| Fca Corp | 4,470 | $370.0K | 0.15% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,450 | $369.0K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,444 | $368.0K | 0.13% | −2,832−38.9% | Reduced |
| Austin Private Wealth, LLC | 4,427 | $367.0K | 0.08% | +39+0.9% | Added |
| Schnieders Capital Management LLC | 4,407 | $365.0K | 0.11% | +600+15.8% | Added |
| Procyon Private Wealth Partners, LLC | 4,397 | $364.0K | 0.08% | +4,397 | New |
| Balentine LLC | 4,364 | $362.0K | 0.01% | +4,364 | New |
| PEAK6 Investments LLC | 5,337 | $360.6K | 0.01% | +5,337 | New |
| Beck Capital Management, LLC | 4,345 | $360.0K | 0.16% | −166−3.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,312 | $357.0K | 0.24% | +9+0.2% | Added |
| Wedbush Securities Inc | 4,292 | $356.0K | 0.02% | −1,730−28.7% | Reduced |
| Joel Isaacson & Co., LLC | 4,284 | $355.0K | 0.03% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 4,287 | $355.0K | 0.12% | +4,287 | New |
| AlphaStar Capital Management, LLC | 4,276 | $354.0K | 0.03% | +1,045+32.3% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $351.0K | 0.23% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,232 | $351.0K | 0.24% | +20.0% | Added |
| Signaturefd, LLC | 4,235 | $351.0K | 0.01% | +431+11.3% | Added |
| Doyle Wealth Management | 4,184 | $347.0K | 0.03% | +20.0% | Added |
| Arete Wealth Advisors, LLC | 4,177 | $346.0K | 0.04% | −17,906−81.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,171 | $346.0K | 0.02% | +697+20.1% | Added |
| Prudential PLC | 4,162 | $345.0K | 0.01% | +235+6.0% | Added |
| Cornerstone Wealth Group, LLC | 4,149 | $344.0K | 0.07% | −427−9.3% | Reduced |
| Integrated Advisors Network LLC | 4,136 | $343.0K | 0.02% | +1,276+44.6% | Added |
| Personal Capital Advisors Corp | 4,133 | $342.0K | 0.00% | +35+0.9% | Added |
| Good Life Advisors, LLC | 4,102 | $340.0K | 0.05% | −149−3.5% | Reduced |
| San Luis Wealth Advisors LLC | 4,086 | $339.0K | 0.39% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 4,082 | $338.0K | 0.11% | +538+15.2% | Added |
| Two Sigma Securities, LLC | 4,048 | $335.0K | 0.06% | +1,559+62.6% | Added |
| Ancora Advisors, LLC | 4,036 | $334.0K | 0.01% | +202+5.3% | Added |
| GPS Wealth Strategies Group, LLC | 4,021 | $333.0K | 0.09% | +27+0.7% | Added |
| MetLife Investment Management | 3,982 | $329.9K | 0.00% | +204+5.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,975 | $329.0K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 3,962 | $328.0K | 0.43% | +154+4.0% | Added |
| LVW Advisors, LLC | 3,905 | $324.0K | 0.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,904 | $323.0K | 0.30% | −333−7.9% | Reduced |
| Intrua Financial, LLC | 3,901 | $323.0K | 0.07% | −154−3.8% | Reduced |
| Monterey Private Wealth, Inc. | 3,870 | $321.0K | 0.18% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,863 | $320.0K | 0.01% | +1,042+36.9% | Added |
| Silverlake Wealth Management LLC | 3,852 | $319.2K | 0.21% | +2+0.1% | Added |
| Aspire Wealth Management Corp | 3,854 | $319.0K | 0.29% | +27+0.7% | Added |
| Aptus Capital Advisors, LLC | 3,791 | $318.0K | 0.01% | −25−0.7% | Reduced |
| Warther Private Wealth, LLC | 3,809 | $318.0K | 0.23% | 00.0% | Unchanged |
| Plancorp, LLC | 3,813 | $316.0K | 0.02% | −7−0.2% | Reduced |
| New York Life Investment Management LLC | 3,805 | $316.0K | 0.00% | +3,805 | New |
| HM Payson & Co | 3,796 | $315.0K | 0.01% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,797 | $315.0K | 0.10% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,805 | $315.0K | 0.38% | +99+2.7% | Added |
| Capital Planning Advisors, LLC | 3,780 | $313.0K | 0.08% | +121+3.3% | Added |
| Brookstone Capital Management | 3,835 | $313.0K | 0.01% | +307+8.7% | Added |
| Round Rock Advisors, LLC | 3,772 | $313.0K | 0.14% | +398+11.8% | Added |
| Clarity Financial LLC | 3,762 | $312.0K | 0.07% | −163−4.2% | Reduced |
| SMH Capital Advisors Inc | 3,751 | $311.0K | 0.42% | +3,751 | New |
| Larson Financial Group LLC | 3,722 | $308.0K | 0.05% | +19+0.5% | Added |
| Mitchell Sinkler & Starr | 3,655 | $303.0K | 0.11% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,654 | $303.0K | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,643 | $302.7K | 0.00% | −113−3.0% | Reduced |
| Raub Brock Capital Management LP | 3,640 | $302.0K | 0.06% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,606 | $300.3K | 0.04% | −317−8.1% | Reduced |
| Kowal Investment Group, LLC | 3,617 | $300.0K | 0.10% | +3,617 | New |
| Banque Cantonale Vaudoise | 3,600 | $299.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,596 | $298.0K | 0.01% | +276+8.3% | Added |
| Glassman Wealth Services | 3,575 | $296.0K | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 3,576 | $296.0K | 0.01% | +3,576 | New |
| Inspire Advisors, LLC | 3,539 | $293.0K | 0.08% | −194−5.2% | Reduced |
| Veritable, L.P. | 3,530 | $292.0K | 0.01% | +239+7.3% | Added |
| MA Private Wealth | 3,545 | $291.0K | 0.07% | +18+0.5% | Added |
| Thrive Wealth Management, LLC | 3,467 | $287.0K | 0.10% | −160−4.4% | Reduced |
| Advisor Partners LLC | 3,448 | $286.0K | 0.02% | −206−5.6% | Reduced |
| Main Street Financial Solutions, LLC | 3,425 | $284.0K | 0.04% | −334−8.9% | Reduced |
| 360 Financial, Inc. | 3,395 | $283.0K | 0.17% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,421 | $283.0K | 0.09% | +1,303+61.5% | Added |
| Longfellow Investment Management Co LLC | 3,390 | $281.0K | 0.06% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,381 | $280.2K | 0.29% | +43+1.3% | Added |
| Guardian Wealth Advisors, LLC | 3,332 | $280.0K | 0.05% | −29−0.9% | Reduced |
| Essex Savings Bank | 3,339 | $277.0K | 0.11% | −23−0.7% | Reduced |
| Archetype Wealth Partners | 3,320 | $275.0K | 0.08% | +44+1.3% | Added |
| Visionary Wealth Advisors | 3,295 | $273.0K | 0.02% | −191−5.5% | Reduced |
| Rehmann Capital Advisory Group | 3,290 | $272.6K | 0.03% | +3,290 | New |
| Ausdal Financial Partners, Inc. | 3,288 | $272.0K | 0.04% | +3,288 | New |
| Squarepoint Ops LLC | 3,270 | $271.0K | 0.00% | −27,278−89.3% | Reduced |
| Horizon Wealth Management, LLC | 3,256 | $270.0K | 0.11% | +16+0.5% | Added |
| Krane Funds Advisors LLC | 3,245 | $269.0K | 0.01% | −1,615−33.2% | Reduced |
| Profund Advisors LLC | 3,205 | $266.0K | 0.02% | −178−5.3% | Reduced |
| Pure Financial Advisors, Inc. | 3,209 | $266.0K | 0.02% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 3,210 | $266.0K | 0.10% | +354+12.4% | Added |
| Woodstock Corp | 3,176 | $263.0K | 0.04% | 00.0% | Unchanged |
| Unionview, LLC | 3,156 | $262.0K | 0.29% | 00.0% | Unchanged |
| Advisor Resource Council | 3,145 | $260.0K | 0.02% | +3,145 | New |
| Capital Advisory Group Advisory Services, LLC | 3,407 | $259.0K | 0.15% | +250+7.9% | Added |