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 |
|---|---|---|---|---|---|
| Cedar Wealth Management, LLC | 800 | $56.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 792 | $55.0K | 0.00% | −374−32.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 791 | $55.0K | 0.00% | −14−1.7% | Reduced |
| Wipfli Financial Advisors LLC, | 779 | $55.0K | 0.00% | +779 | New |
| Barrett & Company, Inc. | 702 | $54.9K | 0.04% | +702 | New |
| Sargent Bickham Lagudis LLC | 760 | $53.0K | 0.00% | +6+0.8% | Added |
| Cary Street Partners Asset Management LLC | 759 | $53.0K | 0.01% | +759 | New |
| Umb Bank N A | 740 | $52.0K | 0.00% | −183−19.8% | Reduced |
| High Net Worth Advisory Group LLC | 747 | $52.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 720 | $50.0K | 0.01% | −4,753−86.8% | Reduced |
| Spire Wealth Management | 701 | $49.0K | 0.00% | −852−54.9% | Reduced |
| Capital Analysts, LLC | 699 | $49.0K | 0.00% | +5+0.7% | Added |
| EverSource Wealth Advisors, LLC | 696 | $49.0K | 0.01% | +696 | New |
| Baystate Wealth Management LLC | 690 | $48.0K | 0.00% | +9+1.3% | Added |
| McMillion Capital Management Inc | 653 | $46.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 642 | $45.0K | 0.01% | +97+17.8% | Added |
| TD Waterhouse Canada Inc. | 594 | $44.1K | 0.00% | −115−16.2% | Reduced |
| Trust Co of Vermont | 600 | $42.0K | 0.00% | −300−33.3% | Reduced |
| Altshuler Shaham Ltd | 607 | $42.0K | 0.00% | −2−0.3% | Reduced |
| Montag A & Associates Inc | 570 | $40.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 552 | $39.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 559 | $39.0K | 0.01% | +559 | New |
| Ritter Daniher Financial Advisory LLC | 543 | $38.0K | 0.03% | −1,735−76.2% | Reduced |
| Strengthening Families & Communities, LLC | 546 | $38.0K | 0.02% | +14+2.6% | Added |
| City State Bank | 518 | $36.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 489 | $34.0K | 0.04% | +489 | New |
| Tortoise Investment Management, LLC | 477 | $33.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 470 | $33.0K | 0.01% | +470 | New |
| Wolff Wiese Magana LLC | 450 | $31.0K | 0.02% | −91−16.8% | Reduced |
| Gibson Wealth Advisors LLC | 443 | $31.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 437 | $30.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 424 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 406 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 402 | $28.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $28.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 396 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $28.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 375 | $26.0K | 0.02% | +150+66.7% | Added |
| Versant Capital Management, Inc | 379 | $26.0K | 0.01% | +375+9,375.0% | Added |
| Semmax Financial Advisors Inc. | 316 | $25.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 345 | $24.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 302 | $21.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 280 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 300 | $20.0K | 0.01% | +300 | New |
| BerganKDV Wealth Management, LLC | 269 | $19.0K | 0.00% | +3+1.1% | Added |
| Blume Capital Management, Inc. | 268 | $19.0K | 0.01% | +268 | New |
| Cambridge Trust Co | 260 | $18.0K | 0.00% | −279−51.8% | Reduced |
| State of Wyoming | 254 | $18.0K | 0.01% | +16+6.7% | Added |
| JNBA Financial Advisors | 250 | $17.0K | 0.00% | −50−16.7% | Reduced |
| Ameliora Wealth Management Ltd. | 230 | $16.0K | 0.01% | +230 | New |
| Covestor Ltd | 201 | $14.0K | 0.01% | −11−5.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $14.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 205 | $14.0K | 0.01% | +205 | New |
| Sage Private Wealth Group, LLC | 193 | $13.0K | 0.02% | +193 | New |
| Siena Capital LLC | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 158 | $11.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 150 | $10.0K | 0.01% | +150 | New |
| Bell Investment Advisors, Inc | 126 | $9.00K | 0.00% | −41−24.6% | Reduced |
| Rosenberg Matthew Hamilton | 129 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 117 | $9.00K | 0.00% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 125 | $9.00K | 0.00% | +125 | New |
| First Community Trust NA | 120 | $8.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $7.61K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 93 | $6.49K | 0.00% | +93 | New |
| Private Ocean, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 89 | $6.00K | 0.00% | +9+11.3% | Added |
| Sutton Wealth Advisors Inc. | 84 | $5.86K | 0.00% | +84 | New |
| Zions Bancorporation, N.A. | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 51 | $4.00K | 0.00% | −22−30.1% | Reduced |
| BDO Wealth Advisors, LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 62 | $4.00K | 0.00% | +62 | New |
| City Holding Co | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $3.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 39 | $3.00K | 0.00% | +3+8.3% | Added |
| Howe & Rusling Inc | 45 | $3.00K | 0.00% | +45 | New |
| Eukles Asset Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.95K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 6 | $419 | 0.00% | +6 | New |
| Lee Financial Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 1,260 | – | – | −234−15.7% | Reduced |
| Old Republic International Corporation | 0 | $0 | 0.00% | −522,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −36,381−100.0% | Sold out |