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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
City Holding Co43$4.00K0.00%00.0%Unchanged
Insight Financial Services48$3.00K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.36$3.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$2.32K0.00%00.0%Unchanged
Certified Advisory Corp22$2.00K0.00%−1,492−98.5%Reduced
Resources Management Corp20$2.00K0.00%00.0%Unchanged
Eukles Asset Management30$2.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC27$2.00K0.00%+1+3.8%Added
Standard Family Office LLC25$2.00K0.02%+25New
Parkside Financial Bank & Trust15$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc4$00.00%00.0%Unchanged
Lee Financial Co2$00.00%+2New
Capital Advisors, Ltd. LLC5$00.00%+5New
Alyeska Investment Group, L.P.0$00.00%−525,523−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−181,467−100.0%Sold out
Gillson Capital LP0$00.00%−84,927−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−83,098−100.0%Sold out
Axel Capital Management, LLC0$00.00%−80,000−100.0%Sold out
Forward Management, LLC0$00.00%−72,660−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−35,040−100.0%Sold out
Holocene Advisors, LP0$00.00%−26,420−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−23,725−100.0%Sold out
Graham Capital Wealth Management, LLC0$00.00%−21,615−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−15,905−100.0%Sold out
Versor Investments LP0$00.00%−13,840−100.0%Sold out
Camden Capital, LLC0$00.00%−12,499−100.0%Sold out
FORA Capital, LLC0$00.00%−11,515−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−8,845−100.0%Sold out
Marshall Wace, LLP0$00.00%−8,276−100.0%Sold out
Family Management Corp0$00.00%−7,402−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−6,876−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−6,437−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−6,300−100.0%Sold out
Kalos Management, Inc.0$00.00%−5,696−100.0%Sold out
Jump Financial, LLC0$00.00%−5,584−100.0%Sold out
Aaron Wealth Advisors0$00.00%−34,033−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−4,513−100.0%Sold out
Gilbert & Cook, Inc.0$00.00%−4,473−100.0%Sold out
Walleye Trading LLC0$00.00%−4,437−100.0%Sold out
XTX Topco Ltd0$00.00%−4,034−100.0%Sold out
First Foundation Advisors0$00.00%−3,886−100.0%Sold out
Bailard, Inc.0$00.00%−3,397−100.0%Sold out
Quadrature Capital Ltd0$00.00%−3,111−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−3,074−100.0%Sold out
Baldwin Investment Management, LLC0$00.00%−3,000−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−2,935−100.0%Sold out
MAI Capital Management0$00.00%−2,910−100.0%Sold out
IBM Retirement Fund0$00.00%−2,847−100.0%Sold out
Centiva Capital, LP0$00.00%−2,795−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−2,643−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−2,609−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,297−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,238−100.0%Sold out
Paladin Advisory Group, LLC0$00.00%−598−100.0%Sold out
TCWP LLC0$00.00%−575−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−550−100.0%Sold out
Desjardins Global Asset Management Inc.0$00.00%−537−100.0%Sold out
Acadian Asset Management LLC0$00.00%−331−100.0%Sold out
Livforsakringsbolaget Skandia, Omsesidigt0$00.00%−300−100.0%Sold out
Investors Research Corp0$00.00%−232−100.0%Sold out
Freedman Financial Associates, Inc.0$00.00%−240−100.0%Sold out
Alaethes Wealth LLC0$00.00%−216−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−200−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−175−100.0%Sold out
NVWM, LLC0$00.00%−48−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−38−100.0%Sold out
Exane Derivatives0$00.00%−17−100.0%Sold out
Valley National Advisers Inc0$00.00%−18−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
PGGM Investments––––Not filed
Virginia Retirement Systems Et Al––––Not filed
WealthPLAN Partners, LLC––––Not filed
WealthPlan Investment Management, LLC––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
People's United Financial, Inc.––––Not filed
IndexIQ Advisors LLC––––Not filed
Astrantus Ltd––––Not filed
Ritter Daniher Financial Advisory, LLC––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed
Kings Point Capital Management––––Not filed
SJS Investment Consulting Inc.––––Not filed