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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 5,565 | $388.0K | 0.26% | −42−0.7% | Reduced |
| Jackson Wealth Management, LLC | 5,633 | $393.0K | 0.08% | +1,050+22.9% | Added |
| Capital Investment Advisors, LLC | 5,644 | $394.0K | 0.01% | +306+5.7% | Added |
| Allspring Global Investments Holdings, LLC | 5,733 | $399.0K | 0.00% | +2,775+93.8% | Added |
| New England Research & Management, Inc. | 5,712 | $399.0K | 0.25% | +5,712 | New |
| Ameritas Advisory Services, LLC | 5,771 | $403.0K | 0.02% | +265+4.8% | Added |
| Penserra Capital Management LLC | 5,789 | $403.0K | 0.01% | +482+9.1% | Added |
| Covington Capital Management | 5,794 | $404.0K | 0.02% | +44+0.8% | Added |
| Carret Asset Management, LLC | 5,824 | $406.0K | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,810 | $412.0K | 0.06% | −50−0.9% | Reduced |
| Teamwork Financial Advisors, LLC | 5,907 | $412.0K | 0.09% | +97+1.7% | Added |
| Ethic Inc. | 5,938 | $414.0K | 0.03% | +1,268+27.2% | Added |
| NorthRock Partners, LLC | 6,037 | $421.0K | 0.05% | +6,037 | New |
| Alps Advisors Inc | 6,051 | $422.0K | 0.00% | −300−4.7% | Reduced |
| Kercheville Advisors, LLC | 6,050 | $422.0K | 0.43% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,106 | $426.0K | 0.07% | −624−9.3% | Reduced |
| Clearview Wealth Advisors LLC | 6,100 | $426.0K | 0.34% | +200+3.4% | Added |
| Jacobi Capital Management LLC | 6,110 | $427.0K | 0.06% | +10.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,233 | $435.0K | 0.65% | −316−4.8% | Reduced |
| Woodward Diversified Capital, LLC | 6,277 | $438.0K | 0.36% | −274−4.2% | Reduced |
| Avion Wealth | 6,364 | $444.0K | 0.14% | +6,364 | New |
| Rainsberger Wealth Advisors, Inc. | 6,354 | $444.0K | 0.30% | +6,354 | New |
| Round Rock Advisors, LLC | 6,379 | $445.0K | 0.20% | +2,607+69.1% | Added |
| Family Legacy, Inc. | 6,371 | $445.0K | 0.22% | +3,929+160.9% | Added |
| Harrell Investment Partners, LLC | 6,430 | $449.0K | 0.19% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,456 | $450.6K | 0.02% | −2,095−24.5% | Reduced |
| Oakworth Capital, Inc. | 6,500 | $454.0K | 0.05% | +1,600+32.7% | Added |
| TownSquare Capital, LLC | 6,535 | $457.0K | 0.01% | +3,868+145.0% | Added |
| GPS Wealth Strategies Group, LLC | 6,610 | $461.0K | 0.12% | +2,589+64.4% | Added |
| Sawtooth Solutions, LLC | 6,652 | $464.0K | 0.07% | +2,060+44.9% | Added |
| APG Asset Management N.V. | 6,557 | $467.0K | 0.00% | +400+6.5% | Added |
| LexAurum Advisors, LLC | 6,708 | $468.0K | 0.18% | +73+1.1% | Added |
| Highlander Capital Management, LLC | 6,725 | $469.0K | 0.27% | −300−4.3% | Reduced |
| Personal Capital Advisors Corp | 6,725 | $469.0K | 0.00% | +2,592+62.7% | Added |
| Sovereign Financial Group, Inc. | 6,806 | $475.0K | 0.19% | +1,526+28.9% | Added |
| Cullen Capital Management LLC | 6,815 | $476.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,816 | $476.0K | 0.01% | +1,592+30.5% | Added |
| Mirador Capital Partners LP | 6,854 | $478.0K | 0.12% | −59−0.9% | Reduced |
| We Are One Seven, LLC | 6,874 | $479.0K | 0.05% | +1,103+19.1% | Added |
| Achmea Investment Management B.V. | 6,891 | $481.0K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 7,002 | $482.0K | 0.16% | +1,593+29.5% | Added |
| Philadelphia Trust Co | 7,000 | $489.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 7,032 | $491.0K | 0.01% | +1,125+19.0% | Added |
| Allen Capital Group, LLC | 7,050 | $492.0K | 0.11% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 7,095 | $495.0K | 0.50% | +88+1.3% | Added |
| Madden Securities Corp | 7,100 | $496.0K | 0.30% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,134 | $498.0K | 0.01% | +1,663+30.4% | Added |
| Lumature Wealth Partners, LLC | 7,200 | $503.0K | 0.27% | 00.0% | Unchanged |
| Regions Financial Corp | 7,239 | $505.0K | 0.01% | +381+5.6% | Added |
| Benedetti & Gucer, Inc. | 7,302 | $510.0K | 0.40% | +1,349+22.7% | Added |
| Campbell Wealth Management | 7,387 | $516.0K | 0.07% | +3,733+102.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,405 | $517.0K | 0.48% | +51+0.7% | Added |
| Crestwood Advisors Group LLC | 7,485 | $522.0K | 0.02% | −990−11.7% | Reduced |
| Assetmark, Inc | 7,507 | $524.0K | 0.00% | +812+12.1% | Added |
| Archer Investment Corp | 7,553 | $527.2K | 0.22% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,660 | $535.0K | 0.05% | +7,660 | New |
| Wealthspan Partners, LLC | 7,695 | $537.0K | 0.56% | −119−1.5% | Reduced |
| Orion Portfolio Solutions, LLC | 7,747 | $541.0K | 0.02% | +4,151+115.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,765 | $542.0K | 0.03% | +739+10.5% | Added |
| Quantinno Capital Management LP | 7,822 | $546.0K | 0.07% | −176−2.2% | Reduced |
| Insight 2811, Inc. | 7,943 | $554.0K | 0.38% | +285+3.7% | Added |
| Wetherby Asset Management Inc | 7,959 | $556.0K | 0.04% | +42+0.5% | Added |
| Private Trust Co NA | 7,976 | $557.0K | 0.09% | −744−8.5% | Reduced |
| Old National Bancorp | 7,982 | $557.0K | 0.02% | −512−6.0% | Reduced |
| Ayrshire Capital Management LLC | 7,993 | $558.0K | 0.42% | +1,008+14.4% | Added |
| Comerica Bank | 7,896 | $562.0K | 0.00% | +712+9.9% | Added |
| Fisher Asset Management, LLC | 8,073 | $564.0K | 0.00% | −1,500−15.7% | Reduced |
| CIBC Asset Management Inc | 8,089 | $565.0K | 0.00% | +22+0.3% | Added |
| Peddock Capital Advisors, LLC | 8,141 | $568.0K | 0.23% | +790+10.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,187 | $571.0K | 0.03% | +374+4.8% | Added |
| Resources Investment Advisors, LLC. | 8,182 | $571.0K | 0.02% | +2,546+45.2% | Added |
| Boston Financial Mangement LLC | 8,220 | $574.0K | 0.02% | +2,720+49.5% | Added |
| Credential Qtrade Securities Inc. | 8,242 | $575.3K | 0.04% | −6,031−42.3% | Reduced |
| TD Private Client Wealth LLC | 8,242 | $575.3K | 0.03% | −52−0.6% | Reduced |
| Landmark Financial Advisors, LLC | 8,253 | $576.0K | 0.30% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,302 | $579.0K | 0.00% | −167,061−95.3% | Reduced |
| Manufacturers Life Insurance Company, The | 8,306 | $579.8K | 0.00% | +431+5.5% | Added |
| Optimum Investment Advisors | 8,307 | $580.0K | 0.31% | −57−0.7% | Reduced |
| GWM Advisors LLC | 8,360 | $583.0K | 0.01% | −5,202−38.4% | Reduced |
| UMA Financial Services, Inc. | 7,977 | $587.0K | 0.18% | +3,146+65.1% | Added |
| Granite Bay Wealth Management, LLC | 8,444 | $589.0K | 0.47% | +509+6.4% | Added |
| L.M. Kohn & Company | 8,466 | $591.0K | 0.29% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,498 | $593.0K | 0.06% | +20+0.2% | Added |
| Adams Wealth Management | 8,548 | $597.0K | 0.22% | −680−7.4% | Reduced |
| Concord Wealth Partners | 8,548 | $597.0K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,590 | $600.0K | 0.09% | +482+5.9% | Added |
| E. Ohman J:or Asset Management AB | 8,600 | $600.3K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,662 | $605.0K | 0.05% | +8,662 | New |
| All Season Financial Advisors, Inc. | 8,788 | $613.0K | 0.67% | +320+3.8% | Added |
| Patton Albertson Miller Group, LLC | 8,830 | $616.0K | 0.13% | −435−4.7% | Reduced |
| Guyasuta Investment Advisors Inc | 8,848 | $618.0K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,889 | $620.0K | 0.14% | +4,115+86.2% | Added |
| Cerity Partners LLC | 8,994 | $628.0K | 0.01% | +1,282+16.6% | Added |
| Prudential Financial Inc | 9,292 | $639.0K | 0.00% | +14+0.2% | Added |
| Columbia Asset Management | 9,255 | $646.0K | 0.17% | −215−2.3% | Reduced |
| Yousif Capital Management, LLC | 9,267 | $647.0K | 0.01% | −610−6.2% | Reduced |
| Two Sigma Securities, LLC | 9,367 | $654.0K | 0.09% | +5,319+131.4% | Added |
| Arkadios Wealth Advisors | 9,560 | $667.0K | 0.10% | +9,560 | New |
| Tower Research Capital LLC (TRC) | 9,567 | $668.0K | 0.01% | +4,233+79.4% | Added |
| First National Trust Co | 9,628 | $672.0K | 0.04% | −67−0.7% | Reduced |