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Livermore
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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.

Institutional holdersQ3 2022: 798 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ3 2022: $9.36B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Essex Savings Bank3,437$240.0K0.10%+98+2.9%Added
NewEdge Wealth, LLC3,421$239.0K0.01%+3,421New
Advisor Partners II, LLC3,430$239.0K0.02%+3,430New
Longfellow Investment Management Co LLC3,390$237.0K0.05%00.0%Unchanged
Evergreen Capital Management LLC3,395$237.0K0.01%+3,395New
Change Path, LLC3,359$234.0K0.01%−1,169−25.8%Reduced
Savant Capital, LLC3,327$232.0K0.01%+3,327New
Archetype Wealth Partners3,276$229.0K0.07%−44−1.3%Reduced
Harbour Investments, Inc.2,747$228.0K0.02%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC3,257$227.0K0.16%−150−4.4%Reduced
Hilltop Holdings Inc.3,224$225.0K0.03%+475+17.3%Added
Patriot Financial Group Insurance Agency, LLC3,221$225.0K0.05%+2,449+317.2%Added
Pure Financial Advisors, Inc.3,209$224.0K0.01%00.0%Unchanged
KC Investment Advisors, LLC3,189$223.0K0.19%+3,189New
Woodstock Corp3,176$222.0K0.03%00.0%Unchanged
OneAscent Financial Services LLC3,138$222.0K0.09%+210+7.2%Added
Banque Pictet & Cie SA3,180$222.0K0.00%+3,180New
Perennial Investment Advisors, LLC3,165$221.0K0.10%+3,165New
Avantax Planning Partners, Inc.3,126$218.0K0.01%+102+3.4%Added
Good Life Advisors, LLC3,092$216.0K0.03%−1,010−24.6%Reduced
Crumly & Associates Inc.3,079$215.0K0.09%+3,079New
Keybank National Association3,051$213.0K0.00%−45−1.5%Reduced
Paloma Partners Management Co3,028$211.0K0.04%+3,028New
M. Kulyk & Associates, LLC3,026$211.0K0.07%+3,026New
Guardian Wealth Advisors, LLC2,960$210.0K0.04%−372−11.2%Reduced
Creative Financial Designs Inc3,010$210.0K0.03%+19+0.6%Added
Motco2,983$208.0K0.02%+300+11.2%Added
Titleist Asset Management, Ltd.2,977$208.0K0.05%+529+21.6%Added
Tokio Marine Asset Management Co Ltd2,976$208.0K0.02%+2,976New
Walker Asset Management, LLC2,963$207.0K0.19%+14+0.5%Added
Allied Investment Advisors, LLC2,945$206.0K0.08%−75−2.5%Reduced
Headinvest, LLC2,922$204.0K0.05%+108+3.8%Added
Affinity Wealth Management LLC2,921$204.0K0.05%+2,921New
Advisor Resource Council2,876$201.0K0.14%−269−8.6%Reduced
Washington Trust Co2,888$201.0K0.01%+1,830+173.0%Added
Profund Advisors LLC2,869$200.0K0.01%−336−10.5%Reduced
Cary Street Partner Investment Advisory LLC2,788$195.0K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,722$190.0K0.00%00.0%Unchanged
Parallel Advisors, LLC2,643$185.0K0.01%+598+29.2%Added
Ellis Investment Partners, LLC2,483$173.0K0.05%00.0%Unchanged
Addison Advisors LLC2,415$169.0K0.10%−107−4.2%Reduced
Accel Wealth Management2,212$163.0K0.09%+1,045+89.5%Added
Sandy Spring Bank2,315$161.0K0.01%00.0%Unchanged
Bangor Savings Bank2,300$161.0K0.02%00.0%Unchanged
AllSquare Wealth Management LLC2,300$161.0K0.12%00.0%Unchanged
Quadrant Capital Group LLC2,136$149.0K0.02%+644+43.2%Added
North Star Investment Management Corp.2,133$149.0K0.01%+683+47.1%Added
Pin Oak Investment Advisors Inc2,100$147.0K0.18%00.0%Unchanged
Lindbrook Capital, LLC2,106$147.0K0.02%+10.0%Added
Benjamin Edwards Inc2,088$146.0K0.04%+175+9.1%Added
Focused Wealth Management, Inc2,056$144.0K0.03%+14+0.7%Added
Ellevest, Inc.2,021$141.0K0.01%+865+74.8%Added
American International Group, Inc.2,006$140.0K0.00%+28+1.4%Added
Salem Investment Counselors Inc1,935$137.0K0.01%00.0%Unchanged
Horan Securities, Inc.1,922$134.0K0.08%+105+5.8%Added
Ci Investments Inc.1,918$134.0K0.00%+168+9.6%Added
Hanson & Doremus Investment Management1,902$133.0K0.03%−369−16.2%Reduced
Newbridge Financial Services Group, Inc.1,829$128.0K0.08%+1,345+277.9%Added
South State Corp.1,807$126.0K0.01%−82−4.3%Reduced
Logan Capital Management Inc1,800$126.0K0.01%+200+12.5%Added
Kelly Financial Services LLC1,784$124.5K0.07%00.0%Unchanged
Ossiam1,658$116.0K0.00%+1,658New
FourThought Financial, LLC1,650$115.0K0.02%00.0%Unchanged
USA Financial Portformulas Corp1,629$114.0K0.18%+1,629New
Sound Income Strategies, LLC1,616$113.0K0.02%−13−0.8%Reduced
Huntington National Bank1,517$106.0K0.00%00.0%Unchanged
PSI Advisors, LLC1,510$105.0K0.06%00.0%Unchanged
Brown Brothers Harriman & Co1,499$105.0K0.00%+312+26.3%Added
Financial Management Professionals, Inc.1,483$104.0K0.02%00.0%Unchanged
Tradition Wealth Management, LLC1,480$103.0K0.02%00.0%Unchanged
MCF Advisors LLC1,428$101.0K0.01%+537+60.3%Added
Institutional & Family Asset Management, LLC1,319$92.0K0.02%00.0%Unchanged
MBM Wealth Consultants, LLC1,219$88.0K0.04%+312+34.4%Added
Key Financial Inc1,227$86.0K0.04%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,245$86.0K0.04%+1,245New
Tyler-Stone Wealth Management1,200$84.0K0.06%00.0%Unchanged
Caldwell Trust Co1,198$83.6K0.01%+48+4.2%Added
TCI Wealth Advisors, Inc.1,144$80.0K0.01%+285+33.2%Added
Bank of New Hampshire1,145$80.0K0.03%+300+35.5%Added
Neo Ivy Capital Management1,144$80.0K0.21%+1,144New
Rise Advisors, LLC1,118$78.0K0.06%00.0%Unchanged
JJJ Advisors Inc.1,104$78.0K0.03%+599+118.6%Added
Whittier Trust Co1,100$77.0K0.00%00.0%Unchanged
Meeder Asset Management Inc1,044$73.0K0.00%+172+19.7%Added
Gradient Investments LLC1,034$72.0K0.00%+834+417.0%Added
Beacon Capital Management, LLC857$71.0K0.02%+226+35.8%Added
Central Trust Co990$69.0K0.00%+230+30.3%Added
Kistler-Tiffany Companies, LLC974$68.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC979$68.0K0.01%+183+23.0%Added
Quantbot Technologies LP946$66.0K0.00%−6,558−87.4%Reduced
NuWave Investment Management, LLC912$64.0K0.07%−1,639−64.2%Reduced
Stonebridge Capital Advisors LLC920$64.0K0.01%−180−16.4%Reduced
Trustcore Financial Services, LLC916$64.0K0.01%+916New
Ronald Blue Trust, Inc.751$62.0K0.00%+56+8.1%Added
Princeton Global Asset Management LLC869$61.0K0.02%00.0%Unchanged
EdgeRock Capital LLC849$59.0K0.03%+849New
National Bank of Canada820$58.0K0.00%−15−1.8%Reduced
Castle Wealth Management LLC800$57.0K0.03%+800New
Heritage Wealth Advisors804$56.1K0.00%00.0%Unchanged
Baldwin Brothers Inc800$56.0K0.01%−200−20.0%Reduced