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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,511 | $2.76M | 0.06% | +4,211+11.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 39,117 | $2.73M | 0.02% | +5,537+16.5% | Added |
| XML Financial, LLC | 38,091 | $2.66M | 0.37% | +1,585+4.3% | Added |
| National Asset Management, Inc. | 37,563 | $2.62M | 0.08% | +3,021+8.7% | Added |
| Baird Financial Group, Inc. | 37,511 | $2.62M | 0.01% | +1,696+4.7% | Added |
| Pensionfund DSM Netherlands | 36,800 | $2.57M | 1.85% | 00.0% | Unchanged |
| Bensler, LLC | 36,042 | $2.52M | 0.60% | +1,781+5.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,662 | $2.49M | 0.02% | +478+1.4% | Added |
| Weaver Consulting Group | 34,951 | $2.44M | 1.40% | +686+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 34,857 | $2.43M | 0.02% | −25,443−42.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.40M | 2.08% | 00.0% | Unchanged |
| Utah Retirement Systems | 34,276 | $2.39M | 0.04% | +600+1.8% | Added |
| Pensionfund Sabic | 34,204 | $2.39M | 0.84% | −1,000−2.8% | Reduced |
| Gradient Capital Advisors, LLC | 33,988 | $2.37M | 1.13% | +2,389+7.6% | Added |
| Paradiem, LLC | 33,896 | $2.37M | 0.92% | +33,896 | New |
| PEAK6 Investments LLC | 33,484 | $2.34M | 0.09% | +28,147+527.4% | Added |
| M Holdings Securities, Inc. | 33,358 | $2.33M | 0.26% | −228−0.7% | Reduced |
| TFG Advisers LLC | 32,974 | $2.30M | 1.28% | +2,233+7.3% | Added |
| IFM Investors Pty Ltd | 32,808 | $2.29M | 0.04% | +201+0.6% | Added |
| HRT Financial LP | 32,549 | $2.27M | 0.02% | −59,200−64.5% | Reduced |
| Gulf International Bank (UK) Ltd | 32,228 | $2.25M | 0.04% | +6,000+22.9% | Added |
| Ascent Group, LLC | 29,201 | $2.23M | 0.27% | −16,288−35.8% | Reduced |
| V Wealth Advisors LLC | 31,627 | $2.21M | 0.44% | +8,331+35.8% | Added |
| Thrivent Financial for Lutherans | 31,614 | $2.21M | 0.01% | +4,700+17.5% | Added |
| Lakeview Capital Partners, LLC | 31,504 | $2.20M | 0.86% | +727+2.4% | Added |
| Spirit of America Management Corp | 31,490 | $2.20M | 0.52% | +4,300+15.8% | Added |
| SeaBridge Investment Advisors LLC | 31,213 | $2.18M | 0.76% | −1,788−5.4% | Reduced |
| DnB Asset Management AS | 29,612 | $2.07M | 0.02% | −1,200−3.9% | Reduced |
| M&T Bank Corp | 29,346 | $2.05M | 0.01% | +124+0.4% | Added |
| Investmark Advisory Group LLC | 28,640 | $2.00M | 1.80% | +1,311+4.8% | Added |
| Belpointe Asset Management LLC | 28,585 | $2.00M | 0.13% | +9,192+47.4% | Added |
| Herold Advisors, Inc. | 28,526 | $1.99M | 0.97% | +120.0% | Added |
| US Bancorp | 28,000 | $1.96M | 0.00% | −3,402−10.8% | Reduced |
| Strategic Wealth Advisors Group, LLC | 27,998 | $1.95M | 0.08% | +3,000+12.0% | Added |
| Excalibur Management Corp | 27,723 | $1.94M | 1.08% | −371−1.3% | Reduced |
| Teacher Retirement System of Texas | 27,669 | $1.93M | 0.01% | −1,600−5.5% | Reduced |
| Vident Investment Advisory, LLC | 28,367 | $1.93M | 0.06% | +22,923+421.1% | 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 |
| Truvestments Capital LLC | 27,240 | $1.90M | 1.20% | +1,797+7.1% | Added |
| Stratos Wealth Advisors, LLC | 27,226 | $1.90M | 0.20% | +2,887+11.9% | Added |
| Geneos Wealth Management Inc. | 27,041 | $1.89M | 0.13% | −9,169−25.3% | Reduced |
| Morse Asset Management, Inc | 26,915 | $1.88M | 0.71% | +150+0.6% | Added |
| Jag Capital Management, LLC | 26,731 | $1.87M | 0.26% | −2,740−9.3% | Reduced |
| Moors & Cabot, Inc. | 26,565 | $1.85M | 0.14% | +661+2.6% | Added |
| Wealthstar Advisors, LLC | 25,654 | $1.79M | 0.85% | −73−0.3% | Reduced |
| Community Capital Management, Inc. | 25,300 | $1.77M | 2.31% | −2,900−10.3% | Reduced |
| Schroder Investment Management Group | 25,297 | $1.76M | 0.00% | −6,055−19.3% | Reduced |
| CWM Advisors, LLC | 25,251 | $1.76M | 0.25% | +326+1.3% | Added |
| ProShare Advisors LLC | 25,202 | $1.76M | 0.01% | +491+2.0% | Added |
| Associated Banc-Corp | 24,800 | $1.73M | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 24,744 | $1.73M | 0.07% | +1,796+7.8% | Added |
| Horan Capital Advisors, LLC. | 24,552 | $1.71M | 0.83% | +650+2.7% | Added |
| Atria Investments LLC | 24,467 | $1.71M | 0.04% | +1,653+7.2% | Added |
| South Dakota Investment Council | 24,234 | $1.69M | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 24,145 | $1.69M | 0.03% | +8,549+54.8% | Added |
| Wealthfront Advisers LLC | 23,610 | $1.65M | 0.01% | −491−2.0% | Reduced |
| Prairiewood Capital, LLC | 23,567 | $1.65M | 1.36% | +2,966+14.4% | Added |
| Chase Investment Counsel Corp | 23,464 | $1.64M | 1.04% | −18,541−44.1% | Reduced |
| Holocene Advisors, LP | 23,273 | $1.62M | 0.01% | +23,273 | New |
| Wealthcare Advisory Partners LLC | 22,813 | $1.59M | 0.09% | +962+4.4% | Added |
| Sigma Planning Corp | 22,789 | $1.59M | 0.06% | +10,360+83.4% | Added |
| Jane Street Group, LLC | 22,602 | $1.58M | 0.00% | +2,425+12.0% | Added |
| Mackenzie Financial Corp | 22,515 | $1.57M | 0.00% | −376−1.6% | Reduced |
| Two Sigma Investments, LP | 22,100 | $1.54M | 0.01% | +22,100 | New |
| Lincoln National Corp | 21,984 | $1.53M | 0.04% | +15,945+264.0% | Added |
| Griffin Asset Management, Inc. | 21,879 | $1.53M | 0.25% | +160+0.7% | Added |
| Monument Capital Management | 21,664 | $1.51M | 0.57% | +21,664 | New |
| D. E. Shaw & Co., Inc. | 21,623 | $1.51M | 0.00% | +18,599+615.0% | Added |
| D.B. Root & Company, LLC | 21,608 | $1.51M | 0.69% | +15,562+257.4% | Added |
| United Capital Financial Advisers, LLC | 21,521 | $1.50M | 0.01% | +1,676+8.4% | Added |
| Captrust Financial Advisors | 21,468 | $1.50M | 0.01% | +21,468 | New |
| Total Clarity Wealth Management, Inc. | 21,357 | $1.49M | 0.93% | +533+2.6% | Added |
| Principal Financial Group Inc | 21,247 | $1.48M | 0.00% | −2,963−12.2% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.47M | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 20,886 | $1.46M | 0.09% | +20,886 | New |
| Mountain Capital Investment Advisors, Inc | 20,593 | $1.46M | 0.76% | +1,524+8.0% | Added |
| RB Capital Management, LLC | 20,846 | $1.46M | 0.56% | +1,354+6.9% | Added |
| Austin Private Wealth, LLC | 20,793 | $1.45M | 0.31% | +16,366+369.7% | Added |
| Independent Advisor Alliance | 20,748 | $1.45M | 0.08% | +1,940+10.3% | Added |
| Paradigm Financial Partners, LLC | 20,142 | $1.45M | 0.45% | +17,085+558.9% | Added |
| RFG Advisory, LLC | 18,395 | $1.43M | 0.08% | −8,810−32.4% | Reduced |
| FLC Capital Advisors | 20,140 | $1.41M | 0.49% | 00.0% | Unchanged |
| AGF Investments LLC | 19,647 | $1.37M | 0.13% | +8,268+72.7% | 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 |
| Wolverine Trading, LLC | 19,642 | $1.35M | 0.05% | +10,163+107.2% | Added |
| Bennicas & Associates, Inc. | 19,195 | $1.34M | 0.85% | −50−0.3% | Reduced |
| Western Wealth Management, LLC | 19,191 | $1.34M | 0.08% | +9,902+106.6% | Added |
| Colonial Trust Co | 19,024 | $1.33M | 0.42% | +19,024 | New |
| British Columbia Investment Management Corp | 19,010 | $1.33M | 0.01% | −3,097−14.0% | Reduced |
| 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 |
| JustInvest LLC | 18,339 | $1.28M | 0.06% | +1,534+9.1% | Added |
| Integrated Wealth Concepts LLC | 18,214 | $1.27M | 0.04% | +6,334+53.3% | Added |
| 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 |
| Alpha Omega Wealth Management LLC | 17,719 | $1.24M | 0.24% | +237+1.4% | Added |
| 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 |