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 |
|---|---|---|---|---|---|
| Stony Point Wealth Management Inc. | 115,460 | $8.06M | 5.97% | +13,896+13.7% | 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 |
| Price T Rowe Associates Inc | 113,152 | $7.90M | 0.00% | +16,854+17.5% | Added |
| DekaBank Deutsche Girozentrale | 113,675 | $7.71M | 0.02% | +9,800+9.4% | Added |
| Morgan Dempsey Capital Management LLC | 107,696 | $7.52M | 2.48% | +354+0.3% | Added |
| Gateway Investment Advisers LLC | 107,206 | $7.48M | 0.09% | −360−0.3% | Reduced |
| Eaton Vance Management | 106,834 | $7.46M | 0.01% | −661−0.6% | Reduced |
| MML Investors Services, LLC | 105,973 | $7.40M | 0.06% | +36,278+52.1% | Added |
| Hoylecohen, LLC | 104,666 | $7.31M | 0.80% | +530+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,556 | $7.30M | 0.04% | +8,291+8.6% | Added |
| Allworth Financial LP | 103,232 | $7.21M | 0.09% | +3,020+3.0% | Added |
| Ensign Peak Advisors, Inc | 100,735 | $7.03M | 0.02% | +18,920+23.1% | Added |
| Cubist Systematic Strategies, LLC | 100,279 | $7.00M | 0.05% | +76,557+322.7% | Added |
| Exchange Traded Concepts, LLC | 99,133 | $6.92M | 0.23% | −4,880−4.7% | Reduced |
| State of New Jersey Common Pension Fund D | 96,402 | $6.73M | 0.03% | +4,360+4.7% | Added |
| First Republic Investment Management, Inc. | 95,154 | $6.64M | 0.02% | +6,914+7.8% | Added |
| FMR LLC | 92,857 | $6.48M | 0.00% | −2,523−2.6% | Reduced |
| SOA Wealth Advisors, LLC. | 90,737 | $6.33M | 1.91% | +38,535+73.8% | Added |
| Victory Capital Management Inc | 90,124 | $6.29M | 0.01% | −216−0.2% | Reduced |
| AQR Capital Management LLC | 90,444 | $6.29M | 0.02% | +57,240+172.4% | Added |
| Nicholas Company, Inc. | 87,435 | $6.10M | 0.14% | −17,620−16.8% | Reduced |
| CIBC World Markets Corp | 84,899 | $5.93M | 0.08% | +2,288+2.8% | Added |
| Treasurer of the State of North Carolina | 84,563 | $5.90M | 0.04% | +2,000+2.4% | Added |
| First Trust Advisors LP | 84,176 | $5.88M | 0.01% | −50,504−37.5% | Reduced |
| Sheets Smith Wealth Management | 83,461 | $5.83M | 0.97% | 00.0% | Unchanged |
| EWG Elevate Inc. | 83,226 | $5.81M | 3.27% | −3,134−3.6% | Reduced |
| Mutual Advisors, LLC | 82,449 | $5.75M | 0.30% | +19,729+31.5% | Added |
| Advocate Group LLC | 81,649 | $5.70M | 1.41% | +4,164+5.4% | Added |
| Guardian Capital LP | 81,540 | $5.69M | 0.20% | −92,280−53.1% | Reduced |
| Aviva PLC | 79,786 | $5.57M | 0.03% | +46,461+139.4% | Added |
| Sonora Investment Management Group, LLC | 67,137 | $5.56M | 0.71% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 78,513 | $5.48M | 0.03% | −4,438−5.4% | Reduced |
| Blair William & Co | 78,179 | $5.46M | 0.03% | +228+0.3% | Added |
| BNP Paribas Arbitrage, SA | 78,083 | $5.45M | 0.01% | −49,273−38.7% | Reduced |
| Macquarie Group Ltd | 76,433 | $5.39M | 0.01% | −22,623−22.8% | Reduced |
| Janus Henderson Group PLC | 76,585 | $5.35M | 0.00% | +5,805+8.2% | Added |
| Oak Harvest Investment Services | 74,871 | $5.23M | 1.39% | −2,104−2.7% | Reduced |
| Storebrand Asset Management AS | 70,916 | $4.95M | 0.03% | +11,500+19.4% | Added |
| Nisa Investment Advisors, LLC | 70,740 | $4.94M | 0.04% | +508+0.7% | Added |
| Te Ahumairangi Investment Management Ltd | 70,413 | $4.92M | 0.83% | −2,255−3.1% | Reduced |
| Point72 Asset Management, L.P. | 70,400 | $4.91M | 0.02% | +70,400 | New |
| Daiwa Securities Group Inc. | 69,446 | $4.85M | 0.04% | +4,079+6.2% | Added |
| NewSquare Capital LLC | 68,796 | $4.80M | 0.60% | +3,771+5.8% | Added |
| Private Advisor Group, LLC | 67,990 | $4.75M | 0.05% | +10,471+18.2% | Added |
| Mariner, LLC | 67,816 | $4.73M | 0.02% | +8,061+13.5% | Added |
| Karpas Strategies, LLC | 67,372 | $4.70M | 1.79% | +318+0.5% | Added |
| Creative Planning | 67,257 | $4.70M | 0.01% | +19,995+42.3% | Added |
| Surevest, LLC | 66,978 | $4.67M | 1.27% | +2,693+4.2% | Added |
| Cetera Advisor Networks LLC | 66,000 | $4.61M | 0.06% | +12,521+23.4% | Added |
| Demars Financial Group, LLC | 65,564 | $4.58M | 2.72% | −6,611−9.2% | Reduced |
| Toronto Dominion Bank | 64,771 | $4.52M | 0.01% | +2,027+3.2% | Added |
| Cetera Investment Advisers | 63,722 | $4.45M | 0.09% | +17,189+36.9% | Added |
| Inspirion Wealth Advisors, LLC | 62,444 | $4.36M | 0.98% | −982−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 62,347 | $4.35M | 0.10% | +14,715+30.9% | Added |
| Mercer Global Advisors Inc | 60,499 | $4.22M | 0.03% | +26,486+77.9% | Added |
| State of Wisconsin Investment Board | 60,189 | $4.20M | 0.01% | −70,807−54.1% | Reduced |
| Standard Life Aberdeen plc | 59,906 | $4.18M | 0.01% | −279−0.5% | Reduced |
| Korea Investment CORP | 59,540 | $4.16M | 0.01% | −22,192−27.2% | Reduced |
| Millennium Management LLC | 59,052 | $4.12M | 0.01% | +38,324+184.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 58,342 | $4.07M | 0.24% | +568+1.0% | Added |
| Colonial Trust Advisors | 58,105 | $4.06M | 0.55% | +4,793+9.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,934 | $4.05M | 0.05% | 00.0% | Unchanged |
| Romano Brothers and Company | 57,260 | $4.00M | 0.64% | +57,260 | New |
| Andra AP-fonden | 55,500 | $3.87M | 0.13% | −42,000−43.1% | Reduced |
| AdvisorNet Financial, Inc | 55,460 | $3.87M | 0.39% | +2,053+3.8% | Added |
| Employees Provident Fund Board | 55,000 | $3.84M | 0.11% | +17,850+48.0% | Added |
| Hantz Financial Services, Inc. | 54,564 | $3.81M | 0.13% | +1,463+2.8% | Added |
| Forsta Ap-Fonden | 53,200 | $3.71M | 0.05% | −3,100−5.5% | Reduced |
| Atria Wealth Solutions, Inc. | 53,081 | $3.71M | 0.06% | +9,701+22.4% | Added |
| Arizona State Retirement System | 52,960 | $3.70M | 0.04% | −237−0.4% | Reduced |
| Hallmark Capital Management Inc | 52,858 | $3.69M | 0.37% | −111−0.2% | Reduced |
| Meritage Portfolio Management | 52,820 | $3.69M | 0.31% | +3,063+6.2% | Added |
| GSI Capital Advisors LLC | 52,750 | $3.68M | 1.77% | +62+0.1% | Added |
| AE Wealth Management LLC | 52,545 | $3.67M | 0.03% | +15,018+40.0% | Added |
| Nkcfo LLC | 50,900 | $3.55M | 1.64% | +500+1.0% | Added |
| Van Eck Associates Corp | 50,826 | $3.55M | 0.01% | −19,213−27.4% | Reduced |
| AlphaCrest Capital Management LLC | 50,517 | $3.53M | 0.21% | +41,548+463.2% | Added |
| Employees Retirement System of Texas | 50,500 | $3.52M | 0.05% | −6,000−10.6% | Reduced |
| Wellington Shields Capital Management, LLC | 48,321 | $3.37M | 0.80% | +3,110+6.9% | Added |
| RPg Family Wealth Advisory, LLC | 39,912 | $3.35M | 1.77% | −602−1.5% | Reduced |
| Rock Point Advisors, LLC | 47,456 | $3.31M | 1.23% | +60+0.1% | Added |
| Cozad Asset Management Inc | 46,665 | $3.26M | 0.53% | −1,549−3.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 46,008 | $3.21M | 1.87% | 00.0% | Unchanged |
| Seeyond | 45,777 | $3.19M | 0.39% | +6,215+15.7% | Added |
| Triasima Portfolio Management inc. | 45,623 | $3.18M | 0.26% | +13,768+43.2% | Added |
| Lazard Asset Management LLC | 45,284 | $3.16M | 0.00% | +36,420+410.9% | Added |
| Avantax Advisory Services, Inc. | 45,183 | $3.15M | 0.05% | +2,988+7.1% | Added |
| Presima Inc. | 44,900 | $3.13M | 0.93% | −179,400−80.0% | Reduced |
| D L Carlson Investment Group Inc | 44,497 | $3.11M | 0.68% | −328−0.7% | Reduced |
| USS Investment Management Ltd | 43,914 | $3.07M | 0.05% | −10,962−20.0% | Reduced |
| Rench Wealth Management, Inc. | 43,785 | $3.06M | 1.71% | +489+1.1% | Added |
| TriaGen Wealth Management LLC | 43,748 | $3.05M | 1.69% | −226−0.5% | Reduced |
| Bramshill Investments, LLC | 43,106 | $3.01M | 0.43% | +1,340+3.2% | Added |
| The PNC Financial Services Group, Inc. | 42,934 | $3.00M | 0.00% | +749+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 42,536 | $2.97M | 0.14% | +153+0.4% | Added |
| Nissay Asset Management Corp | 42,243 | $2.95M | 0.03% | +3,700+9.6% | Added |
| Pinkerton Retirement Specialists, LLC | 41,033 | $2.86M | 1.10% | +41,033 | New |
| Bahl & Gaynor Inc | 40,953 | $2.86M | 0.02% | −275−0.7% | Reduced |
| Capital Square, LLC | 40,488 | $2.83M | 2.57% | −530−1.3% | Reduced |