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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 9,367 | $654.0K | 0.09% | +5,319+131.4% | Added |
| Yousif Capital Management, LLC | 9,267 | $647.0K | 0.01% | −610−6.2% | Reduced |
| Columbia Asset Management | 9,255 | $646.0K | 0.17% | −215−2.3% | Reduced |
| Prudential Financial Inc | 9,292 | $639.0K | 0.00% | +14+0.2% | Added |
| Cerity Partners LLC | 8,994 | $628.0K | 0.01% | +1,282+16.6% | Added |
| Campbell & CO Investment Adviser LLC | 8,889 | $620.0K | 0.14% | +4,115+86.2% | Added |
| Guyasuta Investment Advisors Inc | 8,848 | $618.0K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 8,830 | $616.0K | 0.13% | −435−4.7% | Reduced |
| All Season Financial Advisors, Inc. | 8,788 | $613.0K | 0.67% | +320+3.8% | Added |
| Perigon Wealth Management, LLC | 8,662 | $605.0K | 0.05% | +8,662 | New |
| E. Ohman J:or Asset Management AB | 8,600 | $600.3K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,590 | $600.0K | 0.09% | +482+5.9% | Added |
| Adams Wealth Management | 8,548 | $597.0K | 0.22% | −680−7.4% | Reduced |
| Concord Wealth Partners | 8,548 | $597.0K | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,498 | $593.0K | 0.06% | +20+0.2% | Added |
| L.M. Kohn & Company | 8,466 | $591.0K | 0.29% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 8,444 | $589.0K | 0.47% | +509+6.4% | Added |
| UMA Financial Services, Inc. | 7,977 | $587.0K | 0.18% | +3,146+65.1% | Added |
| GWM Advisors LLC | 8,360 | $583.0K | 0.01% | −5,202−38.4% | Reduced |
| Optimum Investment Advisors | 8,307 | $580.0K | 0.31% | −57−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 8,306 | $579.8K | 0.00% | +431+5.5% | Added |
| Citadel Advisors LLC | 8,302 | $579.0K | 0.00% | −167,061−95.3% | Reduced |
| Landmark Financial Advisors, LLC | 8,253 | $576.0K | 0.30% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,242 | $575.3K | 0.03% | −52−0.6% | Reduced |
| Credential Qtrade Securities Inc. | 8,242 | $575.3K | 0.04% | −6,031−42.3% | Reduced |
| Boston Financial Mangement LLC | 8,220 | $574.0K | 0.02% | +2,720+49.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,187 | $571.0K | 0.03% | +374+4.8% | Added |
| Resources Investment Advisors, LLC. | 8,182 | $571.0K | 0.02% | +2,546+45.2% | Added |
| Peddock Capital Advisors, LLC | 8,141 | $568.0K | 0.23% | +790+10.7% | Added |
| CIBC Asset Management Inc | 8,089 | $565.0K | 0.00% | +22+0.3% | Added |
| Fisher Asset Management, LLC | 8,073 | $564.0K | 0.00% | −1,500−15.7% | Reduced |
| Comerica Bank | 7,896 | $562.0K | 0.00% | +712+9.9% | Added |
| Ayrshire Capital Management LLC | 7,993 | $558.0K | 0.42% | +1,008+14.4% | Added |
| Private Trust Co NA | 7,976 | $557.0K | 0.09% | −744−8.5% | Reduced |
| Old National Bancorp | 7,982 | $557.0K | 0.02% | −512−6.0% | Reduced |
| Wetherby Asset Management Inc | 7,959 | $556.0K | 0.04% | +42+0.5% | Added |
| Insight 2811, Inc. | 7,943 | $554.0K | 0.38% | +285+3.7% | Added |
| Quantinno Capital Management LP | 7,822 | $546.0K | 0.07% | −176−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,765 | $542.0K | 0.03% | +739+10.5% | Added |
| Orion Portfolio Solutions, LLC | 7,747 | $541.0K | 0.02% | +4,151+115.4% | Added |
| Wealthspan Partners, LLC | 7,695 | $537.0K | 0.56% | −119−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,660 | $535.0K | 0.05% | +7,660 | New |
| Archer Investment Corp | 7,553 | $527.2K | 0.22% | 00.0% | Unchanged |
| Assetmark, Inc | 7,507 | $524.0K | 0.00% | +812+12.1% | Added |
| Crestwood Advisors Group LLC | 7,485 | $522.0K | 0.02% | −990−11.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 7,405 | $517.0K | 0.48% | +51+0.7% | Added |
| Campbell Wealth Management | 7,387 | $516.0K | 0.07% | +3,733+102.2% | Added |
| Benedetti & Gucer, Inc. | 7,302 | $510.0K | 0.40% | +1,349+22.7% | Added |
| Regions Financial Corp | 7,239 | $505.0K | 0.01% | +381+5.6% | Added |
| Lumature Wealth Partners, LLC | 7,200 | $503.0K | 0.27% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,134 | $498.0K | 0.01% | +1,663+30.4% | Added |
| Madden Securities Corp | 7,100 | $496.0K | 0.30% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 7,095 | $495.0K | 0.50% | +88+1.3% | Added |
| Allen Capital Group, LLC | 7,050 | $492.0K | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 7,032 | $491.0K | 0.01% | +1,125+19.0% | Added |
| Philadelphia Trust Co | 7,000 | $489.0K | 0.06% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 7,002 | $482.0K | 0.16% | +1,593+29.5% | Added |
| Achmea Investment Management B.V. | 6,891 | $481.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,874 | $479.0K | 0.05% | +1,103+19.1% | Added |
| Mirador Capital Partners LP | 6,854 | $478.0K | 0.12% | −59−0.9% | Reduced |
| Cullen Capital Management LLC | 6,815 | $476.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,816 | $476.0K | 0.01% | +1,592+30.5% | Added |
| Sovereign Financial Group, Inc. | 6,806 | $475.0K | 0.19% | +1,526+28.9% | Added |
| Highlander Capital Management, LLC | 6,725 | $469.0K | 0.27% | −300−4.3% | Reduced |
| Personal Capital Advisors Corp | 6,725 | $469.0K | 0.00% | +2,592+62.7% | Added |
| LexAurum Advisors, LLC | 6,708 | $468.0K | 0.18% | +73+1.1% | Added |
| APG Asset Management N.V. | 6,557 | $467.0K | 0.00% | +400+6.5% | Added |
| Sawtooth Solutions, LLC | 6,652 | $464.0K | 0.07% | +2,060+44.9% | Added |
| GPS Wealth Strategies Group, LLC | 6,610 | $461.0K | 0.12% | +2,589+64.4% | Added |
| TownSquare Capital, LLC | 6,535 | $457.0K | 0.01% | +3,868+145.0% | Added |
| Oakworth Capital, Inc. | 6,500 | $454.0K | 0.05% | +1,600+32.7% | Added |
| Metropolitan Life Insurance Co | 6,456 | $450.6K | 0.02% | −2,095−24.5% | Reduced |
| Harrell Investment Partners, LLC | 6,430 | $449.0K | 0.19% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 6,379 | $445.0K | 0.20% | +2,607+69.1% | Added |
| Family Legacy, Inc. | 6,371 | $445.0K | 0.22% | +3,929+160.9% | Added |
| Avion Wealth | 6,364 | $444.0K | 0.14% | +6,364 | New |
| Rainsberger Wealth Advisors, Inc. | 6,354 | $444.0K | 0.30% | +6,354 | New |
| Woodward Diversified Capital, LLC | 6,277 | $438.0K | 0.36% | −274−4.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,233 | $435.0K | 0.65% | −316−4.8% | Reduced |
| Jacobi Capital Management LLC | 6,110 | $427.0K | 0.06% | +10.0% | Added |
| First Heartland Consultants, Inc. | 6,106 | $426.0K | 0.07% | −624−9.3% | Reduced |
| Clearview Wealth Advisors LLC | 6,100 | $426.0K | 0.34% | +200+3.4% | Added |
| Alps Advisors Inc | 6,051 | $422.0K | 0.00% | −300−4.7% | Reduced |
| Kercheville Advisors, LLC | 6,050 | $422.0K | 0.43% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,037 | $421.0K | 0.05% | +6,037 | New |
| Ethic Inc. | 5,938 | $414.0K | 0.03% | +1,268+27.2% | Added |
| Naples Global Advisors, LLC | 5,810 | $412.0K | 0.06% | −50−0.9% | Reduced |
| Teamwork Financial Advisors, LLC | 5,907 | $412.0K | 0.09% | +97+1.7% | Added |
| Carret Asset Management, LLC | 5,824 | $406.0K | 0.06% | 00.0% | Unchanged |
| Covington Capital Management | 5,794 | $404.0K | 0.02% | +44+0.8% | Added |
| Ameritas Advisory Services, LLC | 5,771 | $403.0K | 0.02% | +265+4.8% | Added |
| Penserra Capital Management LLC | 5,789 | $403.0K | 0.01% | +482+9.1% | Added |
| Allspring Global Investments Holdings, LLC | 5,733 | $399.0K | 0.00% | +2,775+93.8% | Added |
| New England Research & Management, Inc. | 5,712 | $399.0K | 0.25% | +5,712 | New |
| Capital Investment Advisors, LLC | 5,644 | $394.0K | 0.01% | +306+5.7% | Added |
| Jackson Wealth Management, LLC | 5,633 | $393.0K | 0.08% | +1,050+22.9% | Added |
| Transatlantique Private Wealth LLC | 5,565 | $388.0K | 0.26% | −42−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 5,493 | $383.0K | 0.02% | −57−1.0% | Reduced |
| H&H Retirement Design & Management INC | 5,561 | $381.0K | 0.36% | +255+4.8% | Added |
| Cornerstone Wealth Group, LLC | 5,450 | $380.0K | 0.08% | +1,301+31.4% | Added |