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Livermore
Livermore
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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.

Institutional holdersQ2 2022: 813 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ2 2022: $10.4B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Keybank National Association3,096$257.0K0.00%−12−0.4%Reduced
HB Wealth Management, LLC3,072$255.0K0.01%−686−18.3%Reduced
D. E. Shaw & Co., Inc.3,024$251.0K0.00%−8,356−73.4%Reduced
B. Riley Wealth Management, Inc.3,026$251.0K0.02%−3,324−52.3%Reduced
Avantax Planning Partners, Inc.3,024$251.0K0.01%+49+1.6%Added
Ahrens Investment Partners LLC3,012$250.0K0.11%−519−14.7%Reduced
Allied Investment Advisors, LLC3,020$250.0K0.09%00.0%Unchanged
Park Avenue Securities LLC3,022$250.0K0.00%+182+6.4%Added
Delphia (USA) Inc.3,022$250.0K0.17%+3,022New
Van Hulzen Asset Management, LLC3,004$249.0K0.03%+249+9.0%Added
Paradigm Financial Partners, LLC3,057$248.0K0.07%−2,170−41.5%Reduced
Creative Financial Designs Inc2,991$248.0K0.04%−40−1.3%Reduced
OneAscent Financial Services LLC2,928$246.0K0.11%+2,928New
BFT Financial Group, LLC2,956$245.0K0.07%+2,956New
Allspring Global Investments Holdings, LLC2,958$244.0K0.00%−19,481−86.8%Reduced
Walker Asset Management, LLC2,949$244.0K0.22%+113+4.0%Added
Arrow Investment Advisors, LLC2,938$243.0K0.19%−361−10.9%Reduced
Annex Advisory Services, LLC2,926$242.0K0.02%00.0%Unchanged
Buckingham Strategic Partners2,862$237.0K0.02%−353−11.0%Reduced
Conestoga Capital Advisors, LLC2,850$236.0K0.00%00.0%Unchanged
Concord Asset Management, LLC2,830$234.5K0.17%+324+12.9%Added
Headinvest, LLC2,814$233.0K0.05%00.0%Unchanged
EPG Wealth Management LLC2,815$233.0K0.10%+29+1.0%Added
Legacy Wealth Planning, LLC2,799$232.0K0.33%−320−10.3%Reduced
Allie Family Office LLC2,800$232.0K0.19%+2,800New
Prism Advisors, Inc.2,791$231.0K0.09%00.0%Unchanged
Cary Street Partner Investment Advisory LLC2,788$231.0K0.02%+2,788New
O'Shaughnessy Asset Management, LLC2,772$230.0K0.00%+2,772New
Pinnacle Wealth Planning Services, Inc.2,769$229.0K0.04%+280+11.2%Added
Welch & Forbes LLC2,760$228.0K0.00%00.0%Unchanged
Harbour Investments, Inc.2,747$228.0K0.02%+2,747New
Hilltop Holdings Inc.2,749$228.0K0.03%+2,749New
Federation des caisses Desjardins du Quebec2,722$225.5K0.00%+1,835+206.9%Added
Fieldpoint Private Securities, LLC2,715$225.0K0.07%+55+2.1%Added
Goepper Burkhardt LLC2,684$222.0K0.16%00.0%Unchanged
Motco2,683$222.0K0.02%+2,683New
TownSquare Capital, LLC2,667$221.0K0.01%+70+2.7%Added
Gator Capital Management, LLC2,660$220.0K0.18%00.0%Unchanged
Castle Rock Wealth Management, LLC2,715$220.0K0.11%+2,715New
Valmark Advisers, Inc.2,646$219.0K0.00%−169−6.0%Reduced
BCS Wealth Management2,639$219.0K0.10%−100−3.7%Reduced
Pathstone Family Office, LLC2,636$218.9K0.00%+2,636New
Ameraudi Asset Management, Inc.2,620$217.0K0.09%+120+4.8%Added
Touchstone Capital, Inc.2,610$216.0K0.21%−12−0.5%Reduced
XR Securities LLC2,606$216.0K0.10%+2,606New
Corton Capital Inc.2,596$215.0K0.20%+2,596New
Private Advisory Group LLC2,554$212.0K0.05%00.0%Unchanged
Fiduciary Trust Co2,554$212.0K0.00%+2,554New
NuWave Investment Management, LLC2,551$211.0K0.28%+295+13.1%Added
Addison Advisors LLC2,522$209.0K0.13%+2+0.1%Added
AXA S.A.2,506$207.6K0.00%+2,506New
Trustmark National Bank Trust Department2,500$207.0K0.02%00.0%Unchanged
JSF Financial, LLC2,498$207.0K0.09%00.0%Unchanged
Checchi Capital Advisers, LLC2,316$207.0K0.02%+2,316New
D. Scott Neal, Inc.2,490$206.0K0.09%00.0%Unchanged
Ellis Investment Partners, LLC2,483$205.0K0.06%00.0%Unchanged
Titleist Asset Management, Ltd.2,448$203.0K0.05%+2,448New
Whalerock Point Partners, LLC2,425$201.0K0.08%+2,425New
Family Legacy, Inc.2,442$201.0K0.10%+2,442New
SignalPoint Asset Management, LLC2,417$200.0K0.07%+2,417New
Clearwater Capital Advisors, LLC2,413$200.0K0.03%+2,413New
Brandywine Oak Private Wealth LLC2,419$200.0K0.03%+2,419New
Sandy Spring Bank2,315$192.0K0.01%−25−1.1%Reduced
AllSquare Wealth Management LLC2,300$191.0K0.13%00.0%Unchanged
Bangor Savings Bank2,300$191.0K0.02%+2,300New
Ritter Daniher Financial Advisory LLC2,278$189.0K0.13%+2,278New
Hanson & Doremus Investment Management2,271$188.0K0.05%−261−10.3%Reduced
Lindbrook Capital, LLC2,105$174.0K0.03%+64+3.1%Added
Pin Oak Investment Advisors Inc2,100$174.0K0.21%+600+40.0%Added
Parallel Advisors, LLC2,045$169.0K0.01%−317−13.4%Reduced
Focused Wealth Management, Inc2,042$169.0K0.03%+13+0.6%Added
American International Group, Inc.1,978$164.0K0.00%+1+0.1%Added
Salem Investment Counselors Inc1,935$162.0K0.01%00.0%Unchanged
Benjamin Edwards Inc1,913$158.0K0.05%+319+20.0%Added
South State Corp.1,889$157.0K0.01%−456−19.4%Reduced
Horan Securities, Inc.1,817$152.0K0.09%+67+3.8%Added
Kelly Financial Services LLC1,784$147.8K0.08%00.0%Unchanged
Ci Investments Inc.1,750$145.0K0.00%−1,348−43.5%Reduced
FourThought Financial, LLC1,650$137.0K0.02%−374−18.5%Reduced
Sound Income Strategies, LLC1,629$135.0K0.02%+265+19.4%Added
Logan Capital Management Inc1,600$133.0K0.01%00.0%Unchanged
Spire Wealth Management1,553$129.0K0.01%−1,508−49.3%Reduced
Chilton Capital Management LLC1,524$127.0K0.01%+1,524New
Huntington National Bank1,517$126.0K0.00%−100−6.2%Reduced
PSI Advisors, LLC1,510$125.0K0.06%00.0%Unchanged
Quadrant Capital Group LLC1,492$124.0K0.02%+376+33.7%Added
Financial Management Professionals, Inc.1,483$123.0K0.03%00.0%Unchanged
Tradition Wealth Management, LLC1,480$123.0K0.02%00.0%Unchanged
North Star Investment Management Corp.1,450$120.0K0.01%+200+16.0%Added
Prospera Financial Services Inc1,318$109.0K0.01%−566−30.0%Reduced
Institutional & Family Asset Management, LLC1,319$109.0K0.02%00.0%Unchanged
Charter Oak Capital Management, LLC1,243$103.0K0.01%00.0%Unchanged
Key Financial Inc1,227$102.0K0.06%00.0%Unchanged
Tyler-Stone Wealth Management1,200$99.0K0.07%00.0%Unchanged
Accel Wealth Management1,167$98.0K0.06%00.0%Unchanged
Brown Brothers Harriman & Co1,187$98.0K0.00%+187+18.7%Added
Tobam1,166$97.0K0.01%+828+245.0%Added
Ellevest, Inc.1,156$96.0K0.01%−25−2.1%Reduced
Caldwell Trust Co1,150$95.3K0.01%00.0%Unchanged
Rise Advisors, LLC1,118$93.0K0.09%00.0%Unchanged