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 |
|---|---|---|---|---|---|
| Widmann Financial Services, Inc. | 5,383 | $375.8K | 0.42% | +8+0.1% | Added |
| Flagship Harbor Advisors, LLC | 5,350 | $373.0K | 0.04% | −446−7.7% | Reduced |
| Ritholtz Wealth Management | 5,340 | $373.0K | 0.02% | +5,340 | New |
| Detalus Advisors, LLC | 5,297 | $370.0K | 0.22% | +164+3.2% | Added |
| Brookstone Capital Management | 5,196 | $369.0K | 0.01% | +1,361+35.5% | Added |
| Capital Asset Advisory Services LLC | 5,245 | $366.0K | 0.05% | −1,370−20.7% | Reduced |
| Naviter Wealth, LLC | 5,153 | $365.0K | 0.15% | +5,153 | New |
| Intrua Financial, LLC | 5,210 | $364.0K | 0.10% | +1,309+33.6% | Added |
| Basepoint Wealth LLC | 5,168 | $360.7K | 0.38% | +1,787+52.9% | Added |
| DF Dent & Co Inc | 5,156 | $360.0K | 0.01% | −4−0.1% | Reduced |
| Mach-1 Financial Group, Inc. | 5,142 | $358.0K | 0.38% | −208−3.9% | Reduced |
| Gilbert & Cook, Inc. | 4,743 | $357.0K | 0.08% | +4,743 | New |
| Oppenheimer & Co Inc | 5,104 | $356.0K | 0.01% | −108−2.1% | Reduced |
| Lido Advisors, LLC | 5,092 | $355.0K | 0.01% | −314−5.8% | Reduced |
| MV Capital Management, Inc. | 5,083 | $355.0K | 0.06% | 00.0% | Unchanged |
| 360 Financial, Inc. | 5,082 | $355.0K | 0.23% | +1,687+49.7% | Added |
| Chesley Taft & Associates LLC | 5,067 | $354.0K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $354.0K | 0.15% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,075 | $354.0K | 0.02% | +2,213+77.3% | Added |
| Argent Advisors, Inc. | 5,058 | $353.0K | 0.21% | 00.0% | Unchanged |
| MAI Capital Management | 5,055 | $353.0K | 0.01% | +5,055 | New |
| Redwood Financial Network Corp | 5,043 | $352.0K | 0.40% | +5,043 | New |
| Fifth Third Bancorp | 5,031 | $351.0K | 0.00% | −249−4.7% | Reduced |
| Raleigh Capital Management Inc. | 4,979 | $348.0K | 0.20% | +260+5.5% | Added |
| Summit Wealth Group, LLC | 4,953 | $346.0K | 0.41% | +212+4.5% | Added |
| DFPG Investments, LLC | 4,886 | $346.0K | 0.15% | +4,886 | New |
| Ignite Planners, LLC | 4,782 | $345.0K | 0.28% | +180+3.9% | Added |
| Strategic Blueprint, LLC | 4,931 | $344.0K | 0.04% | +375+8.2% | Added |
| Presidio Capital Management, LLC | 4,883 | $341.0K | 0.37% | +4,883 | New |
| Venture Visionary Partners LLC | 4,844 | $338.0K | 0.03% | −500−9.4% | Reduced |
| Eqis Capital Management, Inc. | 4,757 | $332.0K | 0.04% | −600−11.2% | Reduced |
| Diligent Investors, LLC | 4,759 | $332.0K | 0.12% | −41−0.9% | Reduced |
| Main Street Financial Solutions, LLC | 4,758 | $332.0K | 0.05% | +1,333+38.9% | Added |
| David R. Rahn & Associates Inc. | 4,732 | $330.0K | 0.16% | +54+1.2% | Added |
| Sequoia Financial Advisors, LLC | 4,697 | $328.0K | 0.01% | +8+0.2% | Added |
| Parsons Capital Management Inc | 4,700 | $328.0K | 0.03% | +150+3.3% | Added |
| Keudell/Morrison Wealth Management | 4,695 | $328.0K | 0.12% | +251+5.6% | Added |
| Joel Isaacson & Co., LLC | 4,685 | $327.0K | 0.03% | +401+9.4% | Added |
| Proequities, Inc. | 4,595 | $326.0K | 0.03% | −89−1.9% | Reduced |
| Inspire Advisors, LLC | 4,664 | $326.0K | 0.09% | +1,125+31.8% | Added |
| BTC Capital Management, Inc. | 4,656 | $325.0K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 4,644 | $324.0K | 0.01% | +482+11.6% | Added |
| Clear Street Markets LLC | 4,600 | $321.0K | 0.06% | −200−4.2% | Reduced |
| ARGI Investment Services, LLC | 4,604 | $321.0K | 0.01% | −100−2.1% | Reduced |
| Bridgefront Capital, LLC | 4,539 | $317.0K | 0.32% | +4,539 | New |
| Dividend Assets Capital, LLC | 4,500 | $314.0K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,487 | $313.0K | 0.02% | +195+4.5% | Added |
| Alpha Cubed Investments, LLC | 4,450 | $311.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 4,425 | $309.0K | 0.11% | +343+8.4% | Added |
| Moneta Group Investment Advisors LLC | 4,413 | $308.0K | 0.01% | −1,694−27.7% | Reduced |
| Beck Capital Management, LLC | 4,391 | $307.0K | 0.13% | +46+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 4,390 | $306.0K | 0.07% | −7−0.2% | Reduced |
| Park Avenue Securities LLC | 4,356 | $304.0K | 0.01% | +1,334+44.1% | Added |
| Retirement Planning Co of New England, Inc. | 4,319 | $301.0K | 0.22% | +7+0.2% | Added |
| Ausdal Financial Partners, Inc. | 4,310 | $301.0K | 0.05% | +1,022+31.1% | Added |
| Doyle Wealth Management | 4,298 | $300.0K | 0.03% | +114+2.7% | Added |
| Kingsview Wealth Management, LLC | 4,292 | $300.0K | 0.01% | +121+2.9% | Added |
| Garrison Asset Management, LLC | 4,234 | $296.0K | 0.21% | +20.0% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $296.0K | 0.20% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 4,226 | $295.0K | 0.10% | +609+16.8% | Added |
| Van Hulzen Asset Management, LLC | 4,206 | $294.0K | 0.04% | +1,202+40.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $291.0K | 0.01% | +189+4.8% | Added |
| Pathstone Family Office, LLC | 3,976 | $285.9K | 0.01% | +1,340+50.8% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $285.0K | 0.30% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,081 | $285.0K | 0.02% | +4,081 | New |
| Investment Partners, Ltd. | 4,067 | $284.0K | 0.08% | +4,067 | New |
| Ancora Advisors, LLC | 4,038 | $282.0K | 0.01% | +20.0% | Added |
| AlphaStar Capital Management, LLC | 4,031 | $281.0K | 0.03% | −245−5.7% | Reduced |
| Thrive Wealth Management, LLC | 3,979 | $278.0K | 0.10% | +512+14.8% | Added |
| Provence Wealth Management Group | 3,966 | $277.0K | 0.36% | +4+0.1% | Added |
| Aptus Capital Advisors, LLC | 3,872 | $275.0K | 0.01% | +81+2.1% | Added |
| MetLife Investment Management | 3,933 | $274.5K | 0.00% | −49−1.2% | Reduced |
| Signaturefd, LLC | 3,908 | $273.0K | 0.01% | −327−7.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,907 | $273.0K | 0.27% | +3+0.1% | Added |
| Snowden Capital Advisors LLC | 3,884 | $271.0K | 0.01% | +21+0.5% | Added |
| Aspire Wealth Management Corp | 3,880 | $271.0K | 0.26% | +26+0.7% | Added |
| TTP Investments, Inc. | 3,857 | $269.0K | 0.32% | +52+1.4% | Added |
| Plancorp, LLC | 3,842 | $268.0K | 0.02% | +29+0.8% | Added |
| Monterey Private Wealth, Inc. | 3,870 | $266.0K | 0.16% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,809 | $266.0K | 0.21% | 00.0% | Unchanged |
| HM Payson & Co | 3,796 | $265.0K | 0.01% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,797 | $265.0K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,762 | $263.0K | 0.00% | +990+35.7% | Added |
| Xponance, Inc. | 3,731 | $260.0K | 0.00% | +155+4.3% | Added |
| New York Life Investment Management LLC | 3,689 | $258.0K | 0.00% | −116−3.0% | Reduced |
| Larson Financial Group LLC | 3,677 | $257.0K | 0.04% | −45−1.2% | Reduced |
| Trustmark National Bank Trust Department | 3,686 | $257.0K | 0.02% | +1,186+47.4% | Added |
| Silverlake Wealth Management LLC | 3,655 | $255.1K | 0.17% | −197−5.1% | Reduced |
| Capital Planning Advisors, LLC | 3,659 | $255.0K | 0.07% | −121−3.2% | Reduced |
| Roof Eidam & Maycock | 3,650 | $255.0K | 0.10% | +3,650 | New |
| Signature Wealth Management Partners, LLC | 3,647 | $255.0K | 0.28% | +3,647 | New |
| Raub Brock Capital Management LP | 3,640 | $254.0K | 0.05% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,605 | $252.0K | 0.10% | −50−1.4% | Reduced |
| Glassman Wealth Services | 3,616 | $252.0K | 0.05% | +41+1.1% | Added |
| MA Private Wealth | 3,545 | $252.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,600 | $251.0K | 0.01% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 3,582 | $250.0K | 0.07% | −825−18.7% | Reduced |
| Accurate Wealth Management, LLC | 3,460 | $246.0K | 0.10% | +3,460 | New |
| Veritable, L.P. | 3,509 | $245.0K | 0.00% | −21−0.6% | Reduced |
| Certified Advisory Corp | 3,464 | $242.0K | 0.06% | +3,442+15,645.5% | Added |