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 |
|---|---|---|---|---|---|
| GraniteShares Advisors LLC | 9,659 | $674.0K | 0.55% | −115−1.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,668 | $675.0K | 0.08% | −108−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 9,693 | $677.0K | 0.09% | −355−3.5% | Reduced |
| Arbor Capital Management Inc | 9,217 | $678.0K | 0.61% | +35+0.4% | Added |
| IAG Wealth Partners, LLC | 9,814 | $685.0K | 0.23% | +6,393+186.9% | Added |
| Insight Wealth Partners, LLC | 9,832 | $686.0K | 0.68% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,850 | $688.0K | 0.02% | −1,450−12.8% | Reduced |
| First Manhattan Co | 10,000 | $698.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 10,069 | $703.0K | 0.08% | +93+0.9% | Added |
| Eldridge Investment Advisors, Inc. | 10,100 | $705.0K | 0.27% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 10,117 | $706.0K | 0.47% | −300−2.9% | Reduced |
| Prudent Man Advisors, LLC | 10,253 | $716.0K | 0.34% | +1,167+12.8% | Added |
| Northwestern Mutual Wealth Management Co | 10,278 | $717.0K | 0.00% | +2,700+35.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $722.0K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,348 | $722.0K | 0.14% | +869+9.2% | Added |
| Vestmark Advisory Solutions, Inc. | 10,372 | $724.0K | 0.04% | −218−2.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $726.0K | 0.26% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,552 | $737.0K | 0.02% | −6,800−39.2% | Reduced |
| Apollon Wealth Management, LLC | 10,656 | $744.0K | 0.06% | +320+3.1% | Added |
| Hudson Portfolio Management LLC | 10,777 | $752.0K | 0.89% | −41−0.4% | Reduced |
| Herbst Group, LLC | 10,800 | $754.0K | 0.62% | +400+3.8% | Added |
| Verition Fund Management LLC | 10,798 | $754.0K | 0.01% | +10,798 | New |
| Sawyer & Company, Inc | 10,895 | $760.0K | 0.41% | 00.0% | Unchanged |
| Nordea Investment Management AB | 11,012 | $766.0K | 0.00% | +450+4.3% | Added |
| Jeppson Wealth Management, LLC | 11,006 | $768.0K | 0.35% | −50−0.5% | Reduced |
| Royal Fund Management, LLC | 11,028 | $769.0K | 0.14% | +1,834+19.9% | Added |
| Kathmere Capital Management, LLC | 11,050 | $771.0K | 0.15% | +5,502+99.2% | Added |
| Liberty One Investment Management, LLC | 11,059 | $772.0K | 0.13% | +11,059 | New |
| Money Concepts Capital Corp | 11,180 | $780.0K | 0.05% | +11,180 | New |
| Marshall Wace, LLP | 11,200 | $782.0K | 0.00% | +11,200 | New |
| Wambolt & Associates, LLC | 11,245 | $785.0K | 0.33% | −62−0.5% | Reduced |
| SG Americas Securities, LLC | 11,458 | $800.0K | 0.01% | −7,401−39.2% | Reduced |
| Focus Financial Network, Inc. | 11,493 | $814.4K | 0.07% | +201+1.8% | Added |
| American Portfolios Advisors | 11,673 | $814.8K | 0.03% | +1,521+15.0% | Added |
| Old Port Advisors | 11,139 | $819.0K | 0.33% | −34−0.3% | Reduced |
| IFP Advisors, Inc | 14,032 | $822.0K | 0.02% | +3,000+27.2% | Added |
| Vista Investment Management | 11,819 | $825.0K | 0.51% | +29+0.2% | Added |
| Client 1st Advisory Group, LLC | 11,837 | $826.0K | 0.51% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 11,975 | $835.0K | 0.07% | −1,900−13.7% | Reduced |
| Knott David M Jr | 12,000 | $838.0K | 0.39% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,100 | $845.0K | 0.73% | −13−0.1% | Reduced |
| IHT Wealth Management, LLC | 12,123 | $846.0K | 0.06% | +4,144+51.9% | Added |
| Rockefeller Capital Management L.P. | 12,246 | $854.0K | 0.00% | +2,113+20.9% | Added |
| J.W. Cole Advisors, Inc. | 12,253 | $855.0K | 0.07% | +91+0.7% | Added |
| Global Retirement Partners, LLC | 11,304 | $863.0K | 0.07% | +6,180+120.6% | Added |
| Colony Group LLC | 12,384 | $864.0K | 0.02% | −5,719−31.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,500 | $872.0K | 0.02% | −25−0.2% | Reduced |
| Cooper Financial Group | 12,542 | $875.0K | 0.31% | +748+6.3% | Added |
| Natixis Advisors, L.P. | 12,698 | $886.0K | 0.00% | +519+4.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $887.0K | 0.02% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 12,704 | $887.0K | 0.00% | +499+4.1% | Added |
| GoalVest Advisory LLC | 12,735 | $889.0K | 0.62% | +4,014+46.0% | Added |
| Raymond James Trust N.A. | 12,741 | $890.0K | 0.03% | −357−2.7% | Reduced |
| EP Wealth Advisors, LLC | 12,878 | $899.0K | 0.02% | −2,190−14.5% | Reduced |
| Allstate Corp | 13,039 | $910.0K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 13,206 | $922.0K | 0.00% | −1,950−12.9% | Reduced |
| MQS Management LLC | 13,262 | $926.0K | 0.60% | +13,262 | New |
| Axxcess Wealth Management, LLC | 13,357 | $933.0K | 0.09% | +4,791+55.9% | Added |
| NEIRG Wealth Management, LLC | 13,381 | $934.0K | 0.19% | +595+4.7% | Added |
| DuPont Capital Management Corp | 13,374 | $934.0K | 0.06% | +3,501+35.5% | Added |
| Bank of Nova Scotia | 13,497 | $942.0K | 0.00% | −967−6.7% | Reduced |
| D.A. Davidson & Co. | 13,622 | $951.0K | 0.01% | +1,339+10.9% | Added |
| Harbor Investment Advisory, LLC | 13,957 | $974.0K | 0.16% | +1,406+11.2% | Added |
| Madison Wealth Management | 14,000 | $977.0K | 0.24% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,068 | $982.0K | 0.02% | −166−1.2% | Reduced |
| RMB Capital Management, LLC | 14,166 | $989.0K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,240 | $994.0K | 0.09% | +6,603+86.5% | Added |
| Stephens Inc | 14,288 | $997.0K | 0.02% | +16+0.1% | Added |
| Stratos Wealth Partners, LTD. | 14,299 | $998.0K | 0.03% | +4,772+50.1% | Added |
| Elo Mutual Pension Insurance Co | 14,486 | $1.01M | 0.04% | −539−3.6% | Reduced |
| C2C Wealth Management, LLC | 13,938 | $1.03M | 0.20% | +100+0.7% | Added |
| Beacon Investment Advisory Services, Inc. | 14,838 | $1.04M | 0.06% | −32−0.2% | Reduced |
| Public Sector Pension Investment Board | 14,900 | $1.04M | 0.01% | +14,900 | New |
| Argent Trust Co | 15,160 | $1.06M | 0.08% | +3,617+31.3% | Added |
| Little House Capital LLC | 15,165 | $1.06M | 0.56% | +1,245+8.9% | Added |
| Arete Wealth Advisors, LLC | 15,205 | $1.06M | 0.10% | +11,028+264.0% | Added |
| Independent Financial Group, LLC | 15,226 | $1.06M | 0.10% | +6,024+65.5% | Added |
| Bessemer Group Inc | 15,235 | $1.06M | 0.00% | −41,377−73.1% | Reduced |
| HBW Advisory Services LLC | 15,233 | $1.06M | 0.30% | +594+4.1% | Added |
| Glenmede Trust Co NA | 15,244 | $1.06M | 0.01% | +7,042+85.9% | Added |
| Cornerstone Wealth Management, LLC | 15,343 | $1.07M | 0.12% | +1,170+8.3% | Added |
| Alaska Permanent Fund Corp | 15,450 | $1.08M | 0.02% | +2,029+15.1% | Added |
| Shell Asset Management Co | 15,557 | $1.09M | 0.04% | −4,621−22.9% | Reduced |
| Texas Yale Capital Corp. | 15,566 | $1.09M | 0.07% | +118+0.8% | Added |
| Westpac Banking Corp | 15,582 | $1.09M | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 15,676 | $1.09M | 0.51% | +1,698+12.1% | Added |
| Intech Investment Management LLC | 15,689 | $1.10M | 0.01% | +60.0% | Added |
| Richard P Slaughter Associates Inc | 15,745 | $1.10M | 0.47% | −877−5.3% | Reduced |
| Founders Financial Alliance, LLC | 16,330 | $1.14M | 0.58% | +11,604+245.5% | Added |
| Centaurus Financial, Inc. | 16,353 | $1.14M | 0.11% | −1,403−7.9% | Reduced |
| Panagora Asset Management Inc | 16,445 | $1.15M | 0.01% | −105−0.6% | Reduced |
| Advisory Services Network, LLC | 16,452 | $1.15M | 0.04% | +5,886+55.7% | Added |
| Flagship Private Wealth, LLC | 16,516 | $1.15M | 1.19% | +1,741+11.8% | Added |
| SRS Capital Advisors, Inc. | 16,654 | $1.16M | 0.18% | +699+4.4% | Added |
| Mission Creek Capital Partners, Inc. | 17,184 | $1.20M | 0.45% | +280+1.7% | Added |
| CWM, LLC | 17,171 | $1.20M | 0.01% | +3,073+21.8% | Added |
| Redpoint Investment Management Pty Ltd | 17,420 | $1.22M | 0.18% | −705−3.9% | Reduced |
| Merit Financial Group, LLC | 17,630 | $1.23M | 0.05% | +20.0% | Added |
| Wellington Shields & Co., LLC | 17,629 | $1.23M | 0.54% | +188+1.1% | Added |
| Alpha Omega Wealth Management LLC | 17,719 | $1.24M | 0.24% | +237+1.4% | Added |