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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 17,987 | $1.25M | 0.03% | −432−2.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 17,596 | $1.25M | 0.33% | −96−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 18,214 | $1.27M | 0.04% | +6,334+53.3% | Added |
| JustInvest LLC | 18,339 | $1.28M | 0.06% | +1,534+9.1% | Added |
| Amalgamated Bank | 18,899 | $1.32M | 0.01% | −3,519−15.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,895 | $1.32M | 1.07% | −200−1.0% | Reduced |
| British Columbia Investment Management Corp | 19,010 | $1.33M | 0.01% | −3,097−14.0% | Reduced |
| Colonial Trust Co | 19,024 | $1.33M | 0.42% | +19,024 | New |
| Western Wealth Management, LLC | 19,191 | $1.34M | 0.08% | +9,902+106.6% | Added |
| Bennicas & Associates, Inc. | 19,195 | $1.34M | 0.85% | −50−0.3% | Reduced |
| Wolverine Trading, LLC | 19,642 | $1.35M | 0.05% | +10,163+107.2% | Added |
| Gamco Investors, Inc. Et Al | 19,600 | $1.37M | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 19,593 | $1.37M | 0.01% | +12,025+158.9% | Added |
| AGF Investments LLC | 19,647 | $1.37M | 0.13% | +8,268+72.7% | Added |
| FLC Capital Advisors | 20,140 | $1.41M | 0.49% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,395 | $1.43M | 0.08% | −8,810−32.4% | Reduced |
| Paradigm Financial Partners, LLC | 20,142 | $1.45M | 0.45% | +17,085+558.9% | Added |
| Independent Advisor Alliance | 20,748 | $1.45M | 0.08% | +1,940+10.3% | Added |
| Austin Private Wealth, LLC | 20,793 | $1.45M | 0.31% | +16,366+369.7% | Added |
| RB Capital Management, LLC | 20,846 | $1.46M | 0.56% | +1,354+6.9% | Added |
| Mountain Capital Investment Advisors, Inc | 20,593 | $1.46M | 0.76% | +1,524+8.0% | Added |
| Versor Investments LP | 20,886 | $1.46M | 0.09% | +20,886 | New |
| Public Employees Retirement Association of Colorado | 21,116 | $1.47M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 21,247 | $1.48M | 0.00% | −2,963−12.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 21,357 | $1.49M | 0.93% | +533+2.6% | Added |
| Captrust Financial Advisors | 21,468 | $1.50M | 0.01% | +21,468 | New |
| United Capital Financial Advisers, LLC | 21,521 | $1.50M | 0.01% | +1,676+8.4% | Added |
| D.B. Root & Company, LLC | 21,608 | $1.51M | 0.69% | +15,562+257.4% | Added |
| D. E. Shaw & Co., Inc. | 21,623 | $1.51M | 0.00% | +18,599+615.0% | Added |
| Monument Capital Management | 21,664 | $1.51M | 0.57% | +21,664 | New |
| Griffin Asset Management, Inc. | 21,879 | $1.53M | 0.25% | +160+0.7% | Added |
| Lincoln National Corp | 21,984 | $1.53M | 0.04% | +15,945+264.0% | Added |
| Two Sigma Investments, LP | 22,100 | $1.54M | 0.01% | +22,100 | New |
| Mackenzie Financial Corp | 22,515 | $1.57M | 0.00% | −376−1.6% | Reduced |
| Jane Street Group, LLC | 22,602 | $1.58M | 0.00% | +2,425+12.0% | Added |
| Sigma Planning Corp | 22,789 | $1.59M | 0.06% | +10,360+83.4% | Added |
| Wealthcare Advisory Partners LLC | 22,813 | $1.59M | 0.09% | +962+4.4% | Added |
| Holocene Advisors, LP | 23,273 | $1.62M | 0.01% | +23,273 | New |
| Chase Investment Counsel Corp | 23,464 | $1.64M | 1.04% | −18,541−44.1% | Reduced |
| Prairiewood Capital, LLC | 23,567 | $1.65M | 1.36% | +2,966+14.4% | Added |
| Wealthfront Advisers LLC | 23,610 | $1.65M | 0.01% | −491−2.0% | Reduced |
| Equitable Holdings, Inc. | 24,145 | $1.69M | 0.03% | +8,549+54.8% | Added |
| South Dakota Investment Council | 24,234 | $1.69M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 24,467 | $1.71M | 0.04% | +1,653+7.2% | Added |
| Horan Capital Advisors, LLC. | 24,552 | $1.71M | 0.83% | +650+2.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 24,744 | $1.73M | 0.07% | +1,796+7.8% | Added |
| Associated Banc-Corp | 24,800 | $1.73M | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 25,202 | $1.76M | 0.01% | +491+2.0% | Added |
| CWM Advisors, LLC | 25,251 | $1.76M | 0.25% | +326+1.3% | Added |
| Schroder Investment Management Group | 25,297 | $1.76M | 0.00% | −6,055−19.3% | Reduced |
| Community Capital Management, Inc. | 25,300 | $1.77M | 2.31% | −2,900−10.3% | Reduced |
| Wealthstar Advisors, LLC | 25,654 | $1.79M | 0.85% | −73−0.3% | Reduced |
| Moors & Cabot, Inc. | 26,565 | $1.85M | 0.14% | +661+2.6% | Added |
| Jag Capital Management, LLC | 26,731 | $1.87M | 0.26% | −2,740−9.3% | Reduced |
| Morse Asset Management, Inc | 26,915 | $1.88M | 0.71% | +150+0.6% | Added |
| Geneos Wealth Management Inc. | 27,041 | $1.89M | 0.13% | −9,169−25.3% | Reduced |
| Stratos Wealth Advisors, LLC | 27,226 | $1.90M | 0.20% | +2,887+11.9% | Added |
| Truvestments Capital LLC | 27,240 | $1.90M | 1.20% | +1,797+7.1% | Added |
| Tectonic Advisors LLC | 27,469 | $1.92M | 0.35% | +5,617+25.7% | Added |
| Vestcor Inc | 27,484 | $1.92M | 0.07% | +21,856+388.3% | Added |
| Vident Investment Advisory, LLC | 28,367 | $1.93M | 0.06% | +22,923+421.1% | Added |
| Teacher Retirement System of Texas | 27,669 | $1.93M | 0.01% | −1,600−5.5% | Reduced |
| Excalibur Management Corp | 27,723 | $1.94M | 1.08% | −371−1.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 27,998 | $1.95M | 0.08% | +3,000+12.0% | Added |
| US Bancorp | 28,000 | $1.96M | 0.00% | −3,402−10.8% | Reduced |
| Herold Advisors, Inc. | 28,526 | $1.99M | 0.97% | +120.0% | Added |
| Belpointe Asset Management LLC | 28,585 | $2.00M | 0.13% | +9,192+47.4% | Added |
| Investmark Advisory Group LLC | 28,640 | $2.00M | 1.80% | +1,311+4.8% | Added |
| M&T Bank Corp | 29,346 | $2.05M | 0.01% | +124+0.4% | Added |
| DnB Asset Management AS | 29,612 | $2.07M | 0.02% | −1,200−3.9% | Reduced |
| SeaBridge Investment Advisors LLC | 31,213 | $2.18M | 0.76% | −1,788−5.4% | Reduced |
| Spirit of America Management Corp | 31,490 | $2.20M | 0.52% | +4,300+15.8% | Added |
| Lakeview Capital Partners, LLC | 31,504 | $2.20M | 0.86% | +727+2.4% | Added |
| Thrivent Financial for Lutherans | 31,614 | $2.21M | 0.01% | +4,700+17.5% | Added |
| V Wealth Advisors LLC | 31,627 | $2.21M | 0.44% | +8,331+35.8% | Added |
| Ascent Group, LLC | 29,201 | $2.23M | 0.27% | −16,288−35.8% | Reduced |
| Gulf International Bank (UK) Ltd | 32,228 | $2.25M | 0.04% | +6,000+22.9% | Added |
| HRT Financial LP | 32,549 | $2.27M | 0.02% | −59,200−64.5% | Reduced |
| IFM Investors Pty Ltd | 32,808 | $2.29M | 0.04% | +201+0.6% | Added |
| TFG Advisers LLC | 32,974 | $2.30M | 1.28% | +2,233+7.3% | Added |
| M Holdings Securities, Inc. | 33,358 | $2.33M | 0.26% | −228−0.7% | Reduced |
| PEAK6 Investments LLC | 33,484 | $2.34M | 0.09% | +28,147+527.4% | Added |
| Paradiem, LLC | 33,896 | $2.37M | 0.92% | +33,896 | New |
| Gradient Capital Advisors, LLC | 33,988 | $2.37M | 1.13% | +2,389+7.6% | Added |
| Pensionfund Sabic | 34,204 | $2.39M | 0.84% | −1,000−2.8% | Reduced |
| Utah Retirement Systems | 34,276 | $2.39M | 0.04% | +600+1.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.40M | 2.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,857 | $2.43M | 0.02% | −25,443−42.2% | Reduced |
| Weaver Consulting Group | 34,951 | $2.44M | 1.40% | +686+2.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,662 | $2.49M | 0.02% | +478+1.4% | Added |
| Bensler, LLC | 36,042 | $2.52M | 0.60% | +1,781+5.2% | Added |
| Pensionfund DSM Netherlands | 36,800 | $2.57M | 1.85% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 37,511 | $2.62M | 0.01% | +1,696+4.7% | Added |
| National Asset Management, Inc. | 37,563 | $2.62M | 0.08% | +3,021+8.7% | Added |
| XML Financial, LLC | 38,091 | $2.66M | 0.37% | +1,585+4.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 39,117 | $2.73M | 0.02% | +5,537+16.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,511 | $2.76M | 0.06% | +4,211+11.9% | Added |
| Capital Square, LLC | 40,488 | $2.83M | 2.57% | −530−1.3% | Reduced |
| Bahl & Gaynor Inc | 40,953 | $2.86M | 0.02% | −275−0.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 41,033 | $2.86M | 1.10% | +41,033 | New |