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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 3,582 | $250.0K | 0.07% | −825−18.7% | Reduced |
| Banque Cantonale Vaudoise | 3,600 | $251.0K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,605 | $252.0K | 0.10% | −50−1.4% | Reduced |
| Glassman Wealth Services | 3,616 | $252.0K | 0.05% | +41+1.1% | Added |
| MA Private Wealth | 3,545 | $252.0K | 0.06% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 3,640 | $254.0K | 0.05% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,659 | $255.0K | 0.07% | −121−3.2% | Reduced |
| Roof Eidam & Maycock | 3,650 | $255.0K | 0.10% | +3,650 | New |
| Signature Wealth Management Partners, LLC | 3,647 | $255.0K | 0.28% | +3,647 | New |
| Silverlake Wealth Management LLC | 3,655 | $255.1K | 0.17% | −197−5.1% | Reduced |
| Larson Financial Group LLC | 3,677 | $257.0K | 0.04% | −45−1.2% | Reduced |
| Trustmark National Bank Trust Department | 3,686 | $257.0K | 0.02% | +1,186+47.4% | Added |
| New York Life Investment Management LLC | 3,689 | $258.0K | 0.00% | −116−3.0% | Reduced |
| Xponance, Inc. | 3,731 | $260.0K | 0.00% | +155+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,762 | $263.0K | 0.00% | +990+35.7% | Added |
| HM Payson & Co | 3,796 | $265.0K | 0.01% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,797 | $265.0K | 0.09% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 3,870 | $266.0K | 0.16% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,809 | $266.0K | 0.21% | 00.0% | Unchanged |
| Plancorp, LLC | 3,842 | $268.0K | 0.02% | +29+0.8% | Added |
| TTP Investments, Inc. | 3,857 | $269.0K | 0.32% | +52+1.4% | Added |
| Snowden Capital Advisors LLC | 3,884 | $271.0K | 0.01% | +21+0.5% | Added |
| Aspire Wealth Management Corp | 3,880 | $271.0K | 0.26% | +26+0.7% | Added |
| Signaturefd, LLC | 3,908 | $273.0K | 0.01% | −327−7.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,907 | $273.0K | 0.27% | +3+0.1% | Added |
| MetLife Investment Management | 3,933 | $274.5K | 0.00% | −49−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 3,872 | $275.0K | 0.01% | +81+2.1% | Added |
| Provence Wealth Management Group | 3,966 | $277.0K | 0.36% | +4+0.1% | Added |
| Thrive Wealth Management, LLC | 3,979 | $278.0K | 0.10% | +512+14.8% | Added |
| AlphaStar Capital Management, LLC | 4,031 | $281.0K | 0.03% | −245−5.7% | Reduced |
| Ancora Advisors, LLC | 4,038 | $282.0K | 0.01% | +20.0% | Added |
| Investment Partners, Ltd. | 4,067 | $284.0K | 0.08% | +4,067 | New |
| San Luis Wealth Advisors LLC | 4,086 | $285.0K | 0.30% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,081 | $285.0K | 0.02% | +4,081 | New |
| Pathstone Family Office, LLC | 3,976 | $285.9K | 0.01% | +1,340+50.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $291.0K | 0.01% | +189+4.8% | Added |
| Van Hulzen Asset Management, LLC | 4,206 | $294.0K | 0.04% | +1,202+40.0% | Added |
| Kowal Investment Group, LLC | 4,226 | $295.0K | 0.10% | +609+16.8% | Added |
| Garrison Asset Management, LLC | 4,234 | $296.0K | 0.21% | +20.0% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $296.0K | 0.20% | 00.0% | Unchanged |
| Doyle Wealth Management | 4,298 | $300.0K | 0.03% | +114+2.7% | Added |
| Kingsview Wealth Management, LLC | 4,292 | $300.0K | 0.01% | +121+2.9% | Added |
| Retirement Planning Co of New England, Inc. | 4,319 | $301.0K | 0.22% | +7+0.2% | Added |
| Ausdal Financial Partners, Inc. | 4,310 | $301.0K | 0.05% | +1,022+31.1% | Added |
| Park Avenue Securities LLC | 4,356 | $304.0K | 0.01% | +1,334+44.1% | Added |
| Procyon Private Wealth Partners, LLC | 4,390 | $306.0K | 0.07% | −7−0.2% | Reduced |
| Beck Capital Management, LLC | 4,391 | $307.0K | 0.13% | +46+1.1% | Added |
| Moneta Group Investment Advisors LLC | 4,413 | $308.0K | 0.01% | −1,694−27.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,425 | $309.0K | 0.11% | +343+8.4% | Added |
| Alpha Cubed Investments, LLC | 4,450 | $311.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,487 | $313.0K | 0.02% | +195+4.5% | Added |
| Dividend Assets Capital, LLC | 4,500 | $314.0K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,539 | $317.0K | 0.32% | +4,539 | New |
| Clear Street Markets LLC | 4,600 | $321.0K | 0.06% | −200−4.2% | Reduced |
| ARGI Investment Services, LLC | 4,604 | $321.0K | 0.01% | −100−2.1% | Reduced |
| Prudential PLC | 4,644 | $324.0K | 0.01% | +482+11.6% | Added |
| BTC Capital Management, Inc. | 4,656 | $325.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 4,595 | $326.0K | 0.03% | −89−1.9% | Reduced |
| Inspire Advisors, LLC | 4,664 | $326.0K | 0.09% | +1,125+31.8% | Added |
| Joel Isaacson & Co., LLC | 4,685 | $327.0K | 0.03% | +401+9.4% | Added |
| Sequoia Financial Advisors, LLC | 4,697 | $328.0K | 0.01% | +8+0.2% | Added |
| Parsons Capital Management Inc | 4,700 | $328.0K | 0.03% | +150+3.3% | Added |
| Keudell/Morrison Wealth Management | 4,695 | $328.0K | 0.12% | +251+5.6% | Added |
| David R. Rahn & Associates Inc. | 4,732 | $330.0K | 0.16% | +54+1.2% | Added |
| Diligent Investors, LLC | 4,759 | $332.0K | 0.12% | −41−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 4,758 | $332.0K | 0.05% | +1,333+38.9% | Added |
| Eqis Capital Management, Inc. | 4,757 | $332.0K | 0.04% | −600−11.2% | Reduced |
| Venture Visionary Partners LLC | 4,844 | $338.0K | 0.03% | −500−9.4% | Reduced |
| Presidio Capital Management, LLC | 4,883 | $341.0K | 0.37% | +4,883 | New |
| Strategic Blueprint, LLC | 4,931 | $344.0K | 0.04% | +375+8.2% | Added |
| Ignite Planners, LLC | 4,782 | $345.0K | 0.28% | +180+3.9% | Added |
| Summit Wealth Group, LLC | 4,953 | $346.0K | 0.41% | +212+4.5% | Added |
| DFPG Investments, LLC | 4,886 | $346.0K | 0.15% | +4,886 | New |
| Raleigh Capital Management Inc. | 4,979 | $348.0K | 0.20% | +260+5.5% | Added |
| Fifth Third Bancorp | 5,031 | $351.0K | 0.00% | −249−4.7% | Reduced |
| Redwood Financial Network Corp | 5,043 | $352.0K | 0.40% | +5,043 | New |
| Argent Advisors, Inc. | 5,058 | $353.0K | 0.21% | 00.0% | Unchanged |
| MAI Capital Management | 5,055 | $353.0K | 0.01% | +5,055 | New |
| Chesley Taft & Associates LLC | 5,067 | $354.0K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $354.0K | 0.15% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,075 | $354.0K | 0.02% | +2,213+77.3% | Added |
| Lido Advisors, LLC | 5,092 | $355.0K | 0.01% | −314−5.8% | Reduced |
| MV Capital Management, Inc. | 5,083 | $355.0K | 0.06% | 00.0% | Unchanged |
| 360 Financial, Inc. | 5,082 | $355.0K | 0.23% | +1,687+49.7% | Added |
| Oppenheimer & Co Inc | 5,104 | $356.0K | 0.01% | −108−2.1% | Reduced |
| Gilbert & Cook, Inc. | 4,743 | $357.0K | 0.08% | +4,743 | New |
| Mach-1 Financial Group, Inc. | 5,142 | $358.0K | 0.38% | −208−3.9% | Reduced |
| DF Dent & Co Inc | 5,156 | $360.0K | 0.01% | −4−0.1% | Reduced |
| Basepoint Wealth LLC | 5,168 | $360.7K | 0.38% | +1,787+52.9% | Added |
| Intrua Financial, LLC | 5,210 | $364.0K | 0.10% | +1,309+33.6% | Added |
| Naviter Wealth, LLC | 5,153 | $365.0K | 0.15% | +5,153 | New |
| Capital Asset Advisory Services LLC | 5,245 | $366.0K | 0.05% | −1,370−20.7% | Reduced |
| Brookstone Capital Management | 5,196 | $369.0K | 0.01% | +1,361+35.5% | Added |
| Detalus Advisors, LLC | 5,297 | $370.0K | 0.22% | +164+3.2% | Added |
| Flagship Harbor Advisors, LLC | 5,350 | $373.0K | 0.04% | −446−7.7% | Reduced |
| Ritholtz Wealth Management | 5,340 | $373.0K | 0.02% | +5,340 | New |
| Widmann Financial Services, Inc. | 5,383 | $375.8K | 0.42% | +8+0.1% | Added |
| Cornerstone Wealth Group, LLC | 5,450 | $380.0K | 0.08% | +1,301+31.4% | Added |
| H&H Retirement Design & Management INC | 5,561 | $381.0K | 0.36% | +255+4.8% | Added |
| Valeo Financial Advisors, LLC | 5,493 | $383.0K | 0.02% | −57−1.0% | Reduced |