Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2022 vs. Q2 2022

How the institutions holding W. P. Carey Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of WPC: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders8139798−6
Shares125.9M65.4K133.8M+7.95M (+6.3%)
Value$10.4B$5.36M$9.36B−$1.08B (−10.4%)

9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held W. P. Carey Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to WPC in Q3 2022
InstitutionSharesValue% of portfolio
PGGM Investments1,218,463$85.0M1.50%
Virginia Retirement Systems Et Al707,300$49.4M0.56%
Qube Research & Technologies Ltd340,158$23.7M0.15%
WealthPlan Investment Management, LLC271,993$21.5M1.57%
Point72 Asset Management, L.P.70,400$4.91M0.02%
Romano Brothers and Company57,260$4.00M0.64%
Pinkerton Retirement Specialists, LLC41,033$2.86M1.10%
Paradiem, LLC33,896$2.37M0.92%
Holocene Advisors, LP23,273$1.62M0.01%
Two Sigma Investments, LP22,100$1.54M0.01%
Monument Capital Management21,664$1.51M0.57%
Captrust Financial Advisors21,468$1.50M0.01%
Versor Investments LP20,886$1.46M0.09%
Colonial Trust Co19,024$1.33M0.42%
Public Sector Pension Investment Board14,900$1.04M0.01%
MQS Management LLC13,262$926.0K0.60%
Marshall Wace, LLP11,200$782.0K0.00%
Money Concepts Capital Corp11,180$780.0K0.05%
Liberty One Investment Management, LLC11,059$772.0K0.13%
Verition Fund Management LLC10,798$754.0K0.01%
Arkadios Wealth Advisors9,560$667.0K0.10%
Perigon Wealth Management, LLC8,662$605.0K0.05%
Dynamic Technology Lab Private Ltd7,660$535.0K0.05%
Avion Wealth6,364$444.0K0.14%
Rainsberger Wealth Advisors, Inc.6,354$444.0K0.30%
NorthRock Partners, LLC6,037$421.0K0.05%
New England Research & Management, Inc.5,712$399.0K0.25%
Ritholtz Wealth Management5,340$373.0K0.02%
Naviter Wealth, LLC5,153$365.0K0.15%
Gilbert & Cook, Inc.4,743$357.0K0.08%
MAI Capital Management5,055$353.0K0.01%
Redwood Financial Network Corp5,043$352.0K0.40%
DFPG Investments, LLC4,886$346.0K0.15%
Presidio Capital Management, LLC4,883$341.0K0.37%
Bridgefront Capital, LLC4,539$317.0K0.32%
Prime Capital Investment Advisors, LLC4,081$285.0K0.02%
Investment Partners, Ltd.4,067$284.0K0.08%
Roof Eidam & Maycock3,650$255.0K0.10%
Signature Wealth Management Partners, LLC3,647$255.0K0.28%
Accurate Wealth Management, LLC3,460$246.0K0.10%
NewEdge Wealth, LLC3,421$239.0K0.01%
Advisor Partners II, LLC3,430$239.0K0.02%
Evergreen Capital Management LLC3,395$237.0K0.01%
Savant Capital, LLC3,327$232.0K0.01%
KC Investment Advisors, LLC3,189$223.0K0.19%
Banque Pictet & Cie SA3,180$222.0K0.00%
Perennial Investment Advisors, LLC3,165$221.0K0.10%
Crumly & Associates Inc.3,079$215.0K0.09%
Paloma Partners Management Co3,028$211.0K0.04%
M. Kulyk & Associates, LLC3,026$211.0K0.07%
Tokio Marine Asset Management Co Ltd2,976$208.0K0.02%
Affinity Wealth Management LLC2,921$204.0K0.05%
Ossiam1,658$116.0K0.00%
USA Financial Portformulas Corp1,629$114.0K0.18%
Householder Group Estate & Retirement Specialist, LLC1,245$86.0K0.04%
Neo Ivy Capital Management1,144$80.0K0.21%
Trustcore Financial Services, LLC916$64.0K0.01%
EdgeRock Capital LLC849$59.0K0.03%
Castle Wealth Management LLC800$57.0K0.03%
Wipfli Financial Advisors LLC,779$55.0K0.00%
Barrett & Company, Inc.702$54.9K0.04%
Cary Street Partners Asset Management LLC759$53.0K0.01%
EverSource Wealth Advisors, LLC696$49.0K0.01%
Roble, Belko & Company, Inc559$39.0K0.01%
Avondale Wealth Management489$34.0K0.04%
SJS Investment Consulting Inc.470$33.0K0.01%
Hudock, Inc.300$20.0K0.01%
Blume Capital Management, Inc.268$19.0K0.01%
Ameliora Wealth Management Ltd.230$16.0K0.01%
Paragon Wealth Strategies, LLC205$14.0K0.01%
Sage Private Wealth Group, LLC193$13.0K0.02%
Rocky Mountain Advisers, LLC150$10.0K0.01%
Massmutual Trust Co FSB125$9.00K0.00%
Anchor Investment Management, LLC93$6.49K0.00%
Sutton Wealth Advisors Inc.84$5.86K0.00%
Asset Dedication, LLC62$4.00K0.00%
Howe & Rusling Inc45$3.00K0.00%
Riggs Asset Managment Co. Inc.10$1.00K0.00%
Bogart Wealth, LLC17$1.00K0.00%
Glen Eagle Advisors, LLC6$4190.00%
Dark Forest Capital Management LP2$00.00%

Sold out (87)

Institutions that held W. P. Carey Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of WPC in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Old Republic International Corporation522,000$43.3M
Cipher Capital LP36,381$3.02M
Caisse de Depot Et Placement du Quebec34,105$2.83M
Evanson Asset Management, LLC32,484$2.69M
Capitolis Advisors LLC30,832$2.56M
Simplex Trading, LLC26,467$2.19M
Balyasny Asset Management LLC26,130$2.17M
Natixis Investment Managers International23,903$1.98M
Bluefin Capital Management, LLC19,400$1.63M
JB Capital LLC16,940$1.40M
Ergoteles LLC16,329$1.35M
Maryland State Retirement & Pension System14,172$1.17M
Bradley Foster & Sargent Inc13,190$1.09M
Ontario Teachers Pension Plan Board6,167$511.0K
International Assets Investment Management, LLC5,878$487.0K
Kempen Capital Management N.V.5,700$472.0K
Fox Run Management, L.L.C.5,205$431.0K
Worth Venture Partners, LLC5,121$428.0K
Brown Advisory Securities, LLC4,541$376.0K
Fca Corp4,470$370.0K
Balentine LLC4,364$362.0K
Claraphi Advisory Network, LLC4,287$355.0K
Integrated Advisors Network LLC4,136$343.0K
LVW Advisors, LLC3,905$324.0K
Clarity Financial LLC3,762$312.0K
SMH Capital Advisors Inc3,751$311.0K
Swiss Life Asset Management Ltd3,643$302.7K
StoneX Group Inc.3,606$300.3K
Visionary Wealth Advisors3,295$273.0K
Rehmann Capital Advisory Group3,290$272.6K
Squarepoint Ops LLC3,270$271.0K
Horizon Wealth Management, LLC3,256$270.0K
Krane Funds Advisors LLC3,245$269.0K
Long Run Wealth Advisors, LLC3,210$266.0K
Unionview, LLC3,156$262.0K
HB Wealth Management, LLC3,072$255.0K
Ahrens Investment Partners LLC3,012$250.0K
Delphia (USA) Inc.3,022$250.0K
Arrow Investment Advisors, LLC2,938$243.0K
Annex Advisory Services, LLC2,926$242.0K
Conestoga Capital Advisors, LLC2,850$236.0K
Concord Asset Management, LLC2,830$234.5K
EPG Wealth Management LLC2,815$233.0K
Legacy Wealth Planning, LLC2,799$232.0K
Allie Family Office LLC2,800$232.0K
Prism Advisors, Inc.2,791$231.0K
Pinnacle Wealth Planning Services, Inc.2,769$229.0K
Welch & Forbes LLC2,760$228.0K
Goepper Burkhardt LLC2,684$222.0K
Gator Capital Management, LLC2,660$220.0K
Castle Rock Wealth Management, LLC2,715$220.0K
Valmark Advisers, Inc.2,646$219.0K
BCS Wealth Management2,639$219.0K
Ameraudi Asset Management, Inc.2,620$217.0K
XR Securities LLC2,606$216.0K
Touchstone Capital, Inc.2,610$216.0K
Corton Capital Inc.2,596$215.0K
Fiduciary Trust Co2,554$212.0K
Private Advisory Group LLC2,554$212.0K
AXA S.A.2,506$207.6K
Checchi Capital Advisers, LLC2,316$207.0K
JSF Financial, LLC2,498$207.0K
D. Scott Neal, Inc.2,490$206.0K
Whalerock Point Partners, LLC2,425$201.0K
SignalPoint Asset Management, LLC2,417$200.0K
Clearwater Capital Advisors, LLC2,413$200.0K
Brandywine Oak Private Wealth LLC2,419$200.0K
Chilton Capital Management LLC1,524$127.0K
Prospera Financial Services Inc1,318$109.0K
Charter Oak Capital Management, LLC1,243$103.0K
CoreCap Advisors, LLC1,107$92.0K
Farmers & Merchants Trust Co of Chambersburg PA1,000$83.0K
SeaCrest Wealth Management, LLC854$71.0K
Curi Capital800$66.0K
Vectors Research Management, LLC710$59.0K
Advisors Asset Management, Inc.606$50.0K
Financial Advisory Service, Inc.448$37.0K
Chiron Investment Management, LLC425$35.0K
Fairfield, Bush & Co.325$27.0K
Better Money Decisions, LLC303$25.0K
Heritage Financial Services, LLC180$14.0K
CX Institutional150$12.0K
Darrow Company, Inc.100$8.00K
Atlas Capital Advisors LLC84$6.96K
Oliver Lagore Vanvalin Investment Group75$6.00K
First Horizon Advisors, Inc.60$5.00K
Capital Advisors, Ltd. LLC5$0

Not filed for Q3 2022 yet (9)

Institutions that held W. P. Carey Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
HighPoint Advisor Group LLC43,785$3.57M
Coldstream Capital Management Inc8,905$738.0K
Advisor Partners LLC3,448$286.0K
B. Riley Wealth Management, Inc.3,026$251.0K
BFT Financial Group, LLC2,956$245.0K
Fieldpoint Private Securities, LLC2,715$225.0K
Private Capital Group, LLC388$33.0K
Cordasco Financial Network95$8.00K
Urban Wealth Management, LLC62$5.00K