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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 798 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ3 2022: $9.36B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Caisse de Depot Et Placement du Quebec0$00.00%−34,105−100.0%Sold out
Evanson Asset Management, LLC0$00.00%−32,484−100.0%Sold out
Capitolis Advisors LLC0$00.00%−30,832−100.0%Sold out
Simplex Trading, LLC0$00.00%−26,467−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−26,130−100.0%Sold out
Natixis Investment Managers International0$00.00%−23,903−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−19,400−100.0%Sold out
JB Capital LLC0$00.00%−16,940−100.0%Sold out
Ergoteles LLC0$00.00%−16,329−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−14,172−100.0%Sold out
Bradley Foster & Sargent Inc0$00.00%−13,190−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−6,167−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−5,878−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−5,700−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,205−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−5,121−100.0%Sold out
Brown Advisory Securities, LLC0$00.00%−4,541−100.0%Sold out
Fca Corp0$00.00%−4,470−100.0%Sold out
Balentine LLC0$00.00%−4,364−100.0%Sold out
Claraphi Advisory Network, LLC0$00.00%−4,287−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−4,136−100.0%Sold out
LVW Advisors, LLC0$00.00%−3,905−100.0%Sold out
Clarity Financial LLC0$00.00%−3,762−100.0%Sold out
SMH Capital Advisors Inc0$00.00%−3,751−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−3,643−100.0%Sold out
StoneX Group Inc.0$00.00%−3,606−100.0%Sold out
Visionary Wealth Advisors0$00.00%−3,295−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−3,290−100.0%Sold out
Squarepoint Ops LLC0$00.00%−3,270−100.0%Sold out
Horizon Wealth Management, LLC0$00.00%−3,256−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−3,245−100.0%Sold out
Long Run Wealth Advisors, LLC0$00.00%−3,210−100.0%Sold out
Unionview, LLC0$00.00%−3,156−100.0%Sold out
HB Wealth Management, LLC0$00.00%−3,072−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−3,012−100.0%Sold out
Delphia (USA) Inc.0$00.00%−3,022−100.0%Sold out
Arrow Investment Advisors, LLC0$00.00%−2,938−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−2,926−100.0%Sold out
Conestoga Capital Advisors, LLC0$00.00%−2,850−100.0%Sold out
Concord Asset Management, LLC0$00.00%−2,830−100.0%Sold out
EPG Wealth Management LLC0$00.00%−2,815−100.0%Sold out
Legacy Wealth Planning, LLC0$00.00%−2,799−100.0%Sold out
Allie Family Office LLC0$00.00%−2,800−100.0%Sold out
Prism Advisors, Inc.0$00.00%−2,791−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−2,769−100.0%Sold out
Welch & Forbes LLC0$00.00%−2,760−100.0%Sold out
Goepper Burkhardt LLC0$00.00%−2,684−100.0%Sold out
Gator Capital Management, LLC0$00.00%−2,660−100.0%Sold out
Castle Rock Wealth Management, LLC0$00.00%−2,715−100.0%Sold out
Valmark Advisers, Inc.0$00.00%−2,646−100.0%Sold out
BCS Wealth Management0$00.00%−2,639−100.0%Sold out
Ameraudi Asset Management, Inc.0$00.00%−2,620−100.0%Sold out
XR Securities LLC0$00.00%−2,606−100.0%Sold out
Touchstone Capital, Inc.0$00.00%−2,610−100.0%Sold out
Corton Capital Inc.0$00.00%−2,596−100.0%Sold out
Fiduciary Trust Co0$00.00%−2,554−100.0%Sold out
Private Advisory Group LLC0$00.00%−2,554−100.0%Sold out
AXA S.A.0$00.00%−2,506−100.0%Sold out
Checchi Capital Advisers, LLC0$00.00%−2,316−100.0%Sold out
JSF Financial, LLC0$00.00%−2,498−100.0%Sold out
D. Scott Neal, Inc.0$00.00%−2,490−100.0%Sold out
Whalerock Point Partners, LLC0$00.00%−2,425−100.0%Sold out
SignalPoint Asset Management, LLC0$00.00%−2,417−100.0%Sold out
Clearwater Capital Advisors, LLC0$00.00%−2,413−100.0%Sold out
Brandywine Oak Private Wealth LLC0$00.00%−2,419−100.0%Sold out
Chilton Capital Management LLC0$00.00%−1,524−100.0%Sold out
Prospera Financial Services Inc0$00.00%−1,318−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−1,243−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−1,107−100.0%Sold out
Farmers & Merchants Trust Co of Chambersburg PA0$00.00%−1,000−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−854−100.0%Sold out
Curi Capital0$00.00%−800−100.0%Sold out
Vectors Research Management, LLC0$00.00%−710−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−606−100.0%Sold out
Financial Advisory Service, Inc.0$00.00%−448−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−425−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−325−100.0%Sold out
Better Money Decisions, LLC0$00.00%−303−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−180−100.0%Sold out
CX Institutional0$00.00%−150−100.0%Sold out
Darrow Company, Inc.0$00.00%−100−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−84−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−75−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−60−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−5−100.0%Sold out
HighPoint Advisor Group LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Advisor Partners LLC––––Not filed
B. Riley Wealth Management, Inc.––––Not filed
BFT Financial Group, LLC––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Private Capital Group, LLC––––Not filed
Cordasco Financial Network––––Not filed
Urban Wealth Management, LLC––––Not filed