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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1,107 | $92.0K | 0.01% | +1,107 | New |
| Whittier Trust Co | 1,100 | $91.0K | 0.00% | −550−33.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,100 | $91.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,058 | $88.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $83.0K | 0.06% | +1,000 | New |
| Kistler-Tiffany Companies, LLC | 974 | $81.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 923 | $77.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 907 | $76.0K | 0.04% | +28+3.2% | Added |
| Trust Co of Vermont | 900 | $75.0K | 0.01% | +900 | New |
| MCF Advisors LLC | 891 | $74.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 872 | $72.0K | 0.00% | −3,421−79.7% | Reduced |
| Princeton Global Asset Management LLC | 869 | $72.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 859 | $71.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 854 | $71.0K | 0.01% | +854 | New |
| Bank of New Hampshire | 845 | $70.0K | 0.02% | +565+201.8% | Added |
| National Bank of Canada | 835 | $69.0K | 0.00% | +5+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 805 | $67.0K | 0.00% | −498−38.2% | Reduced |
| Heritage Wealth Advisors | 804 | $67.0K | 0.00% | +100+14.2% | Added |
| Cedar Wealth Management, LLC | 800 | $66.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 800 | $66.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 796 | $65.0K | 0.01% | +10+1.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 772 | $64.0K | 0.01% | −45−5.5% | Reduced |
| Central Trust Co | 760 | $63.0K | 0.00% | +230+43.4% | Added |
| Sargent Bickham Lagudis LLC | 754 | $62.0K | 0.01% | +7+0.9% | Added |
| High Net Worth Advisory Group LLC | 747 | $62.0K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 709 | $61.2K | 0.00% | +6+0.9% | Added |
| Vectors Research Management, LLC | 710 | $59.0K | 0.01% | +710 | New |
| Baystate Wealth Management LLC | 681 | $57.0K | 0.01% | −243−26.3% | Reduced |
| Capital Analysts, LLC | 694 | $57.0K | 0.00% | +55+8.6% | Added |
| Ronald Blue Trust, Inc. | 695 | $56.0K | 0.00% | +695 | New |
| McMillion Capital Management Inc | 653 | $54.0K | 0.04% | +653 | New |
| Beacon Capital Management, LLC | 631 | $51.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 609 | $50.0K | 0.00% | −129−17.5% | Reduced |
| Advisors Asset Management, Inc. | 606 | $50.0K | 0.00% | +606 | New |
| Montag A & Associates Inc | 570 | $48.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 552 | $46.0K | 0.01% | +159+40.5% | Added |
| Cambridge Trust Co | 539 | $45.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 545 | $45.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 541 | $45.0K | 0.03% | +1+0.2% | Added |
| JJJ Advisors Inc. | 505 | $45.0K | 0.01% | +17+3.5% | Added |
| Strengthening Families & Communities, LLC | 532 | $43.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 518 | $43.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 500 | $41.0K | 0.00% | −92−15.5% | Reduced |
| Tortoise Investment Management, LLC | 477 | $40.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 484 | $40.0K | 0.02% | +484 | New |
| Gibson Wealth Advisors LLC | 443 | $37.0K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 448 | $37.0K | 0.00% | +448 | New |
| Cornerstone Management, Inc. | 437 | $36.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 424 | $35.0K | 0.01% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 425 | $35.0K | 0.01% | +425 | New |
| Tompkins Financial Corp | 406 | $34.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 388 | $33.0K | 0.02% | −233−37.5% | Reduced |
| Clearstead Advisors, LLC | 402 | $33.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $33.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $33.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 345 | $29.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $28.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 325 | $27.0K | 0.02% | +325 | New |
| JNBA Financial Advisors | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 302 | $25.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 303 | $25.0K | 0.02% | +303 | New |
| AlphaMark Advisors, LLC | 280 | $23.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 266 | $22.0K | 0.00% | +3+1.1% | Added |
| State of Wyoming | 238 | $20.0K | 0.01% | +238 | New |
| Core Wealth Advisors, Inc. | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 212 | $18.0K | 0.01% | −601−73.9% | Reduced |
| Retirement Group, LLC | 205 | $17.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 203 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $17.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $17.0K | 0.00% | +10+5.3% | Added |
| Citizens National Bank Trust Department | 195 | $16.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 175 | $15.0K | 0.01% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 180 | $14.0K | 0.01% | +180 | New |
| Bell Investment Advisors, Inc | 167 | $14.0K | 0.00% | +167 | New |
| Financial Perspectives, Inc | 158 | $13.1K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 150 | $12.0K | 0.00% | +150 | New |
| Rosenberg Matthew Hamilton | 129 | $11.0K | 0.00% | +129 | New |
| First Community Trust NA | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 116 | $10.0K | 0.00% | +2+1.8% | Added |
| American State Bank (Iowa) | 109 | $9.03K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 95 | $8.00K | 0.01% | 00.0% | Unchanged |
| Darrow Company, Inc. | 100 | $8.00K | 0.01% | +100 | New |
| Private Ocean, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 84 | $6.96K | 0.00% | +84 | New |
| Heritage Wealth Management, LLC | 80 | $6.63K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 73 | $6.00K | 0.00% | +1+1.4% | Added |
| Zions Bancorporation, N.A. | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 75 | $6.00K | 0.00% | +55+275.0% | Added |
| BDO Wealth Advisors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 60 | $5.00K | 0.00% | +49+445.5% | Added |
| Urban Wealth Management, LLC | 62 | $5.00K | 0.02% | +62 | New |