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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 17,420 | $1.22M | 0.18% | −705−3.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,184 | $1.20M | 0.45% | +280+1.7% | Added |
| CWM, LLC | 17,171 | $1.20M | 0.01% | +3,073+21.8% | Added |
| SRS Capital Advisors, Inc. | 16,654 | $1.16M | 0.18% | +699+4.4% | Added |
| Flagship Private Wealth, LLC | 16,516 | $1.15M | 1.19% | +1,741+11.8% | Added |
| Panagora Asset Management Inc | 16,445 | $1.15M | 0.01% | −105−0.6% | Reduced |
| Advisory Services Network, LLC | 16,452 | $1.15M | 0.04% | +5,886+55.7% | Added |
| Centaurus Financial, Inc. | 16,353 | $1.14M | 0.11% | −1,403−7.9% | Reduced |
| Founders Financial Alliance, LLC | 16,330 | $1.14M | 0.58% | +11,604+245.5% | Added |
| Richard P Slaughter Associates Inc | 15,745 | $1.10M | 0.47% | −877−5.3% | Reduced |
| Intech Investment Management LLC | 15,689 | $1.10M | 0.01% | +60.0% | Added |
| Aurora Private Wealth, Inc. | 15,676 | $1.09M | 0.51% | +1,698+12.1% | Added |
| Westpac Banking Corp | 15,582 | $1.09M | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,557 | $1.09M | 0.04% | −4,621−22.9% | Reduced |
| Texas Yale Capital Corp. | 15,566 | $1.09M | 0.07% | +118+0.8% | Added |
| Alaska Permanent Fund Corp | 15,450 | $1.08M | 0.02% | +2,029+15.1% | Added |
| Cornerstone Wealth Management, LLC | 15,343 | $1.07M | 0.12% | +1,170+8.3% | Added |
| Bessemer Group Inc | 15,235 | $1.06M | 0.00% | −41,377−73.1% | Reduced |
| HBW Advisory Services LLC | 15,233 | $1.06M | 0.30% | +594+4.1% | Added |
| Glenmede Trust Co NA | 15,244 | $1.06M | 0.01% | +7,042+85.9% | Added |
| Independent Financial Group, LLC | 15,226 | $1.06M | 0.10% | +6,024+65.5% | Added |
| Arete Wealth Advisors, LLC | 15,205 | $1.06M | 0.10% | +11,028+264.0% | Added |
| Little House Capital LLC | 15,165 | $1.06M | 0.56% | +1,245+8.9% | Added |
| Argent Trust Co | 15,160 | $1.06M | 0.08% | +3,617+31.3% | Added |
| Public Sector Pension Investment Board | 14,900 | $1.04M | 0.01% | +14,900 | New |
| Beacon Investment Advisory Services, Inc. | 14,838 | $1.04M | 0.06% | −32−0.2% | Reduced |
| C2C Wealth Management, LLC | 13,938 | $1.03M | 0.20% | +100+0.7% | Added |
| Elo Mutual Pension Insurance Co | 14,486 | $1.01M | 0.04% | −539−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 14,299 | $998.0K | 0.03% | +4,772+50.1% | Added |
| Stephens Inc | 14,288 | $997.0K | 0.02% | +16+0.1% | Added |
| Virtu Financial LLC | 14,240 | $994.0K | 0.09% | +6,603+86.5% | Added |
| RMB Capital Management, LLC | 14,166 | $989.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,068 | $982.0K | 0.02% | −166−1.2% | Reduced |
| Madison Wealth Management | 14,000 | $977.0K | 0.24% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 13,957 | $974.0K | 0.16% | +1,406+11.2% | Added |
| D.A. Davidson & Co. | 13,622 | $951.0K | 0.01% | +1,339+10.9% | Added |
| Bank of Nova Scotia | 13,497 | $942.0K | 0.00% | −967−6.7% | Reduced |
| NEIRG Wealth Management, LLC | 13,381 | $934.0K | 0.19% | +595+4.7% | Added |
| DuPont Capital Management Corp | 13,374 | $934.0K | 0.06% | +3,501+35.5% | Added |
| Axxcess Wealth Management, LLC | 13,357 | $933.0K | 0.09% | +4,791+55.9% | Added |
| MQS Management LLC | 13,262 | $926.0K | 0.60% | +13,262 | New |
| Fiera Capital Corp | 13,206 | $922.0K | 0.00% | −1,950−12.9% | Reduced |
| Allstate Corp | 13,039 | $910.0K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,878 | $899.0K | 0.02% | −2,190−14.5% | Reduced |
| Raymond James Trust N.A. | 12,741 | $890.0K | 0.03% | −357−2.7% | Reduced |
| GoalVest Advisory LLC | 12,735 | $889.0K | 0.62% | +4,014+46.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $887.0K | 0.02% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 12,704 | $887.0K | 0.00% | +499+4.1% | Added |
| Natixis Advisors, L.P. | 12,698 | $886.0K | 0.00% | +519+4.3% | Added |
| Cooper Financial Group | 12,542 | $875.0K | 0.31% | +748+6.3% | Added |
| Horizon Kinetics Asset Management LLC | 12,500 | $872.0K | 0.02% | −25−0.2% | Reduced |
| Colony Group LLC | 12,384 | $864.0K | 0.02% | −5,719−31.6% | Reduced |
| Global Retirement Partners, LLC | 11,304 | $863.0K | 0.07% | +6,180+120.6% | Added |
| J.W. Cole Advisors, Inc. | 12,253 | $855.0K | 0.07% | +91+0.7% | Added |
| Rockefeller Capital Management L.P. | 12,246 | $854.0K | 0.00% | +2,113+20.9% | Added |
| IHT Wealth Management, LLC | 12,123 | $846.0K | 0.06% | +4,144+51.9% | Added |
| MKT Advisors LLC | 12,100 | $845.0K | 0.73% | −13−0.1% | Reduced |
| Knott David M Jr | 12,000 | $838.0K | 0.39% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 11,975 | $835.0K | 0.07% | −1,900−13.7% | Reduced |
| Client 1st Advisory Group, LLC | 11,837 | $826.0K | 0.51% | 00.0% | Unchanged |
| Vista Investment Management | 11,819 | $825.0K | 0.51% | +29+0.2% | Added |
| IFP Advisors, Inc | 14,032 | $822.0K | 0.02% | +3,000+27.2% | Added |
| Old Port Advisors | 11,139 | $819.0K | 0.33% | −34−0.3% | Reduced |
| American Portfolios Advisors | 11,673 | $814.8K | 0.03% | +1,521+15.0% | Added |
| Focus Financial Network, Inc. | 11,493 | $814.4K | 0.07% | +201+1.8% | Added |
| SG Americas Securities, LLC | 11,458 | $800.0K | 0.01% | −7,401−39.2% | Reduced |
| Wambolt & Associates, LLC | 11,245 | $785.0K | 0.33% | −62−0.5% | Reduced |
| Marshall Wace, LLP | 11,200 | $782.0K | 0.00% | +11,200 | New |
| Money Concepts Capital Corp | 11,180 | $780.0K | 0.05% | +11,180 | New |
| Liberty One Investment Management, LLC | 11,059 | $772.0K | 0.13% | +11,059 | New |
| Kathmere Capital Management, LLC | 11,050 | $771.0K | 0.15% | +5,502+99.2% | Added |
| Royal Fund Management, LLC | 11,028 | $769.0K | 0.14% | +1,834+19.9% | Added |
| Jeppson Wealth Management, LLC | 11,006 | $768.0K | 0.35% | −50−0.5% | Reduced |
| Nordea Investment Management AB | 11,012 | $766.0K | 0.00% | +450+4.3% | Added |
| Sawyer & Company, Inc | 10,895 | $760.0K | 0.41% | 00.0% | Unchanged |
| Herbst Group, LLC | 10,800 | $754.0K | 0.62% | +400+3.8% | Added |
| Verition Fund Management LLC | 10,798 | $754.0K | 0.01% | +10,798 | New |
| Hudson Portfolio Management LLC | 10,777 | $752.0K | 0.89% | −41−0.4% | Reduced |
| Apollon Wealth Management, LLC | 10,656 | $744.0K | 0.06% | +320+3.1% | Added |
| Group One Trading, L.P. | 10,552 | $737.0K | 0.02% | −6,800−39.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $726.0K | 0.26% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,372 | $724.0K | 0.04% | −218−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $722.0K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,348 | $722.0K | 0.14% | +869+9.2% | Added |
| Northwestern Mutual Wealth Management Co | 10,278 | $717.0K | 0.00% | +2,700+35.6% | Added |
| Prudent Man Advisors, LLC | 10,253 | $716.0K | 0.34% | +1,167+12.8% | Added |
| First City Capital Management, Inc. | 10,117 | $706.0K | 0.47% | −300−2.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 10,100 | $705.0K | 0.27% | 00.0% | Unchanged |
| PFG Advisors | 10,069 | $703.0K | 0.08% | +93+0.9% | Added |
| First Manhattan Co | 10,000 | $698.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,850 | $688.0K | 0.02% | −1,450−12.8% | Reduced |
| Insight Wealth Partners, LLC | 9,832 | $686.0K | 0.68% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 9,814 | $685.0K | 0.23% | +6,393+186.9% | Added |
| Arbor Capital Management Inc | 9,217 | $678.0K | 0.61% | +35+0.4% | Added |
| Capital Investment Advisory Services, LLC | 9,693 | $677.0K | 0.09% | −355−3.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,668 | $675.0K | 0.08% | −108−1.1% | Reduced |
| GraniteShares Advisors LLC | 9,659 | $674.0K | 0.55% | −115−1.2% | Reduced |
| First National Trust Co | 9,628 | $672.0K | 0.04% | −67−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 9,567 | $668.0K | 0.01% | +4,233+79.4% | Added |
| Arkadios Wealth Advisors | 9,560 | $667.0K | 0.10% | +9,560 | New |