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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 42,243 | $2.95M | 0.03% | +3,700+9.6% | Added |
| Carnegie Capital Asset Management, LLC | 42,536 | $2.97M | 0.14% | +153+0.4% | Added |
| The PNC Financial Services Group, Inc. | 42,934 | $3.00M | 0.00% | +749+1.8% | Added |
| Bramshill Investments, LLC | 43,106 | $3.01M | 0.43% | +1,340+3.2% | Added |
| TriaGen Wealth Management LLC | 43,748 | $3.05M | 1.69% | −226−0.5% | Reduced |
| Rench Wealth Management, Inc. | 43,785 | $3.06M | 1.71% | +489+1.1% | Added |
| USS Investment Management Ltd | 43,914 | $3.07M | 0.05% | −10,962−20.0% | Reduced |
| D L Carlson Investment Group Inc | 44,497 | $3.11M | 0.68% | −328−0.7% | Reduced |
| Presima Inc. | 44,900 | $3.13M | 0.93% | −179,400−80.0% | Reduced |
| Avantax Advisory Services, Inc. | 45,183 | $3.15M | 0.05% | +2,988+7.1% | Added |
| Lazard Asset Management LLC | 45,284 | $3.16M | 0.00% | +36,420+410.9% | Added |
| Triasima Portfolio Management inc. | 45,623 | $3.18M | 0.26% | +13,768+43.2% | Added |
| Seeyond | 45,777 | $3.19M | 0.39% | +6,215+15.7% | Added |
| Brown, Lisle/Cummings, Inc. | 46,008 | $3.21M | 1.87% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 46,665 | $3.26M | 0.53% | −1,549−3.2% | Reduced |
| Rock Point Advisors, LLC | 47,456 | $3.31M | 1.23% | +60+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 39,912 | $3.35M | 1.77% | −602−1.5% | Reduced |
| Wellington Shields Capital Management, LLC | 48,321 | $3.37M | 0.80% | +3,110+6.9% | Added |
| Employees Retirement System of Texas | 50,500 | $3.52M | 0.05% | −6,000−10.6% | Reduced |
| AlphaCrest Capital Management LLC | 50,517 | $3.53M | 0.21% | +41,548+463.2% | Added |
| Van Eck Associates Corp | 50,826 | $3.55M | 0.01% | −19,213−27.4% | Reduced |
| Nkcfo LLC | 50,900 | $3.55M | 1.64% | +500+1.0% | Added |
| AE Wealth Management LLC | 52,545 | $3.67M | 0.03% | +15,018+40.0% | Added |
| GSI Capital Advisors LLC | 52,750 | $3.68M | 1.77% | +62+0.1% | Added |
| Meritage Portfolio Management | 52,820 | $3.69M | 0.31% | +3,063+6.2% | Added |
| Hallmark Capital Management Inc | 52,858 | $3.69M | 0.37% | −111−0.2% | Reduced |
| Arizona State Retirement System | 52,960 | $3.70M | 0.04% | −237−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 53,081 | $3.71M | 0.06% | +9,701+22.4% | Added |
| Forsta Ap-Fonden | 53,200 | $3.71M | 0.05% | −3,100−5.5% | Reduced |
| Hantz Financial Services, Inc. | 54,564 | $3.81M | 0.13% | +1,463+2.8% | Added |
| Employees Provident Fund Board | 55,000 | $3.84M | 0.11% | +17,850+48.0% | Added |
| AdvisorNet Financial, Inc | 55,460 | $3.87M | 0.39% | +2,053+3.8% | Added |
| Andra AP-fonden | 55,500 | $3.87M | 0.13% | −42,000−43.1% | Reduced |
| Romano Brothers and Company | 57,260 | $4.00M | 0.64% | +57,260 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,934 | $4.05M | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 58,105 | $4.06M | 0.55% | +4,793+9.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 58,342 | $4.07M | 0.24% | +568+1.0% | Added |
| Millennium Management LLC | 59,052 | $4.12M | 0.01% | +38,324+184.9% | Added |
| Korea Investment CORP | 59,540 | $4.16M | 0.01% | −22,192−27.2% | Reduced |
| Standard Life Aberdeen plc | 59,906 | $4.18M | 0.01% | −279−0.5% | Reduced |
| State of Wisconsin Investment Board | 60,189 | $4.20M | 0.01% | −70,807−54.1% | Reduced |
| Mercer Global Advisors Inc | 60,499 | $4.22M | 0.03% | +26,486+77.9% | Added |
| Beacon Pointe Advisors, LLC | 62,347 | $4.35M | 0.10% | +14,715+30.9% | Added |
| Inspirion Wealth Advisors, LLC | 62,444 | $4.36M | 0.98% | −982−1.5% | Reduced |
| Cetera Investment Advisers | 63,722 | $4.45M | 0.09% | +17,189+36.9% | Added |
| Toronto Dominion Bank | 64,771 | $4.52M | 0.01% | +2,027+3.2% | Added |
| Demars Financial Group, LLC | 65,564 | $4.58M | 2.72% | −6,611−9.2% | Reduced |
| Cetera Advisor Networks LLC | 66,000 | $4.61M | 0.06% | +12,521+23.4% | Added |
| Surevest, LLC | 66,978 | $4.67M | 1.27% | +2,693+4.2% | Added |
| Creative Planning | 67,257 | $4.70M | 0.01% | +19,995+42.3% | Added |
| Karpas Strategies, LLC | 67,372 | $4.70M | 1.79% | +318+0.5% | Added |
| Mariner, LLC | 67,816 | $4.73M | 0.02% | +8,061+13.5% | Added |
| Private Advisor Group, LLC | 67,990 | $4.75M | 0.05% | +10,471+18.2% | Added |
| NewSquare Capital LLC | 68,796 | $4.80M | 0.60% | +3,771+5.8% | Added |
| Daiwa Securities Group Inc. | 69,446 | $4.85M | 0.04% | +4,079+6.2% | Added |
| Point72 Asset Management, L.P. | 70,400 | $4.91M | 0.02% | +70,400 | New |
| Te Ahumairangi Investment Management Ltd | 70,413 | $4.92M | 0.83% | −2,255−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 70,740 | $4.94M | 0.04% | +508+0.7% | Added |
| Storebrand Asset Management AS | 70,916 | $4.95M | 0.03% | +11,500+19.4% | Added |
| Oak Harvest Investment Services | 74,871 | $5.23M | 1.39% | −2,104−2.7% | Reduced |
| Janus Henderson Group PLC | 76,585 | $5.35M | 0.00% | +5,805+8.2% | Added |
| Macquarie Group Ltd | 76,433 | $5.39M | 0.01% | −22,623−22.8% | Reduced |
| BNP Paribas Arbitrage, SA | 78,083 | $5.45M | 0.01% | −49,273−38.7% | Reduced |
| Blair William & Co | 78,179 | $5.46M | 0.03% | +228+0.3% | Added |
| Royal London Asset Management Ltd | 78,513 | $5.48M | 0.03% | −4,438−5.4% | Reduced |
| Sonora Investment Management Group, LLC | 67,137 | $5.56M | 0.71% | 00.0% | Unchanged |
| Aviva PLC | 79,786 | $5.57M | 0.03% | +46,461+139.4% | Added |
| Guardian Capital LP | 81,540 | $5.69M | 0.20% | −92,280−53.1% | Reduced |
| Advocate Group LLC | 81,649 | $5.70M | 1.41% | +4,164+5.4% | Added |
| Mutual Advisors, LLC | 82,449 | $5.75M | 0.30% | +19,729+31.5% | Added |
| EWG Elevate Inc. | 83,226 | $5.81M | 3.27% | −3,134−3.6% | Reduced |
| Sheets Smith Wealth Management | 83,461 | $5.83M | 0.97% | 00.0% | Unchanged |
| First Trust Advisors LP | 84,176 | $5.88M | 0.01% | −50,504−37.5% | Reduced |
| Treasurer of the State of North Carolina | 84,563 | $5.90M | 0.04% | +2,000+2.4% | Added |
| CIBC World Markets Corp | 84,899 | $5.93M | 0.08% | +2,288+2.8% | Added |
| Nicholas Company, Inc. | 87,435 | $6.10M | 0.14% | −17,620−16.8% | Reduced |
| AQR Capital Management LLC | 90,444 | $6.29M | 0.02% | +57,240+172.4% | Added |
| Victory Capital Management Inc | 90,124 | $6.29M | 0.01% | −216−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 90,737 | $6.33M | 1.91% | +38,535+73.8% | Added |
| FMR LLC | 92,857 | $6.48M | 0.00% | −2,523−2.6% | Reduced |
| First Republic Investment Management, Inc. | 95,154 | $6.64M | 0.02% | +6,914+7.8% | Added |
| State of New Jersey Common Pension Fund D | 96,402 | $6.73M | 0.03% | +4,360+4.7% | Added |
| Exchange Traded Concepts, LLC | 99,133 | $6.92M | 0.23% | −4,880−4.7% | Reduced |
| Cubist Systematic Strategies, LLC | 100,279 | $7.00M | 0.05% | +76,557+322.7% | Added |
| Ensign Peak Advisors, Inc | 100,735 | $7.03M | 0.02% | +18,920+23.1% | Added |
| Allworth Financial LP | 103,232 | $7.21M | 0.09% | +3,020+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,556 | $7.30M | 0.04% | +8,291+8.6% | Added |
| Hoylecohen, LLC | 104,666 | $7.31M | 0.80% | +530+0.5% | Added |
| MML Investors Services, LLC | 105,973 | $7.40M | 0.06% | +36,278+52.1% | Added |
| Eaton Vance Management | 106,834 | $7.46M | 0.01% | −661−0.6% | Reduced |
| Gateway Investment Advisers LLC | 107,206 | $7.48M | 0.09% | −360−0.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 107,696 | $7.52M | 2.48% | +354+0.3% | Added |
| DekaBank Deutsche Girozentrale | 113,675 | $7.71M | 0.02% | +9,800+9.4% | Added |
| Price T Rowe Associates Inc | 113,152 | $7.90M | 0.00% | +16,854+17.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 113,405 | $7.92M | 0.02% | +217+0.2% | Added |
| Guggenheim Capital LLC | 113,388 | $7.92M | 0.07% | +12,931+12.9% | Added |
| Stony Point Wealth Management Inc. | 115,460 | $8.06M | 5.97% | +13,896+13.7% | Added |
| Janney Montgomery Scott LLC | 115,999 | $8.10M | 0.03% | +3,524+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 117,865 | $8.24M | 0.19% | +10,039+9.3% | Added |
| TD Asset Management Inc | 121,638 | $8.37M | 0.01% | −6,759−5.3% | Reduced |