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, Q3 2022
Institutional positions in W. P. Carey Inc. as of Sep 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
- 798
- −6 vs. Q2 2022
- Shares held
- 133.8M
- +7.95M (+6.3%) vs. Q2 2022
- Total value
- $9.36B
- −$1.08B (−10.4%) vs. Q2 2022
- New holders
- 81
- 383 more added
- Sold out
- 87
- 205 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lee Financial Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2 | $0 | 0.00% | +2 | New |
| Glen Eagle Advisors, LLC | 6 | $419 | 0.00% | +6 | New |
| Resources Management Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 28 | $1.95K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $3.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 39 | $3.00K | 0.00% | +3+8.3% | Added |
| Howe & Rusling Inc | 45 | $3.00K | 0.00% | +45 | New |
| Financial Avengers, Inc. | 51 | $4.00K | 0.00% | −22−30.1% | Reduced |
| BDO Wealth Advisors, LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 62 | $4.00K | 0.00% | +62 | New |
| Zions Bancorporation, N.A. | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 84 | $5.86K | 0.00% | +84 | New |
| Private Ocean, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 89 | $6.00K | 0.00% | +9+11.3% | Added |
| Anchor Investment Management, LLC | 93 | $6.49K | 0.00% | +93 | New |
| Carmichael Hill & Associates, Inc. | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $7.61K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $8.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $9.00K | 0.00% | −41−24.6% | Reduced |
| Rosenberg Matthew Hamilton | 129 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 117 | $9.00K | 0.00% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 125 | $9.00K | 0.00% | +125 | New |
| Iron Horse Wealth Management, LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 150 | $10.0K | 0.01% | +150 | New |
| Endurance Wealth Management, Inc. | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 158 | $11.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 193 | $13.0K | 0.02% | +193 | New |
| Covestor Ltd | 201 | $14.0K | 0.01% | −11−5.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $14.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 205 | $14.0K | 0.01% | +205 | New |
| Ameliora Wealth Management Ltd. | 230 | $16.0K | 0.01% | +230 | New |
| JNBA Financial Advisors | 250 | $17.0K | 0.00% | −50−16.7% | Reduced |
| Cambridge Trust Co | 260 | $18.0K | 0.00% | −279−51.8% | Reduced |
| State of Wyoming | 254 | $18.0K | 0.01% | +16+6.7% | Added |
| BerganKDV Wealth Management, LLC | 269 | $19.0K | 0.00% | +3+1.1% | Added |
| Blume Capital Management, Inc. | 268 | $19.0K | 0.01% | +268 | New |
| AlphaMark Advisors, LLC | 280 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 300 | $20.0K | 0.01% | +300 | New |
| Harvest Fund Management Co., Ltd | 302 | $21.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 345 | $24.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 316 | $25.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 375 | $26.0K | 0.02% | +150+66.7% | Added |
| Versant Capital Management, Inc | 379 | $26.0K | 0.01% | +375+9,375.0% | Added |
| Tompkins Financial Corp | 406 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 402 | $28.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $28.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $28.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 424 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 437 | $30.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 450 | $31.0K | 0.02% | −91−16.8% | Reduced |
| Gibson Wealth Advisors LLC | 443 | $31.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $33.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 470 | $33.0K | 0.01% | +470 | New |
| Avondale Wealth Management | 489 | $34.0K | 0.04% | +489 | New |
| MUFG Americas Holdings Corp | 500 | $35.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 518 | $36.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 543 | $38.0K | 0.03% | −1,735−76.2% | Reduced |
| Strengthening Families & Communities, LLC | 546 | $38.0K | 0.02% | +14+2.6% | Added |
| Quent Capital, LLC | 552 | $39.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 559 | $39.0K | 0.01% | +559 | New |
| Montag A & Associates Inc | 570 | $40.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 600 | $42.0K | 0.00% | −300−33.3% | Reduced |
| Altshuler Shaham Ltd | 607 | $42.0K | 0.00% | −2−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 594 | $44.1K | 0.00% | −115−16.2% | Reduced |
| HHM Wealth Advisors, LLC | 642 | $45.0K | 0.01% | +97+17.8% | Added |
| McMillion Capital Management Inc | 653 | $46.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 690 | $48.0K | 0.00% | +9+1.3% | Added |
| Spire Wealth Management | 701 | $49.0K | 0.00% | −852−54.9% | Reduced |
| Capital Analysts, LLC | 699 | $49.0K | 0.00% | +5+0.7% | Added |
| EverSource Wealth Advisors, LLC | 696 | $49.0K | 0.01% | +696 | New |
| Cutler Group LP | 720 | $50.0K | 0.01% | −4,753−86.8% | Reduced |
| Umb Bank N A | 740 | $52.0K | 0.00% | −183−19.8% | Reduced |
| High Net Worth Advisory Group LLC | 747 | $52.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 760 | $53.0K | 0.00% | +6+0.8% | Added |
| Cary Street Partners Asset Management LLC | 759 | $53.0K | 0.01% | +759 | New |
| Barrett & Company, Inc. | 702 | $54.9K | 0.04% | +702 | New |
| Tobam | 792 | $55.0K | 0.00% | −374−32.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 791 | $55.0K | 0.00% | −14−1.7% | Reduced |
| Wipfli Financial Advisors LLC, | 779 | $55.0K | 0.00% | +779 | New |
| Baldwin Brothers Inc | 800 | $56.0K | 0.01% | −200−20.0% | Reduced |
| Cedar Wealth Management, LLC | 800 | $56.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 804 | $56.1K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 800 | $57.0K | 0.03% | +800 | New |