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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.

Q4 2022 vs. Q3 2022

How the institutions holding W. P. Carey Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WPC: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders79814855+71
Shares133.8M281.1K136.2M+2.73M (+2.0%)
Value$9.36B$19.6M$10.6B+$1.27B (+13.6%)

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held W. P. Carey Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 127 by value.

Institutions new to WPC in Q4 2022
InstitutionSharesValue% of portfolio
WealthPLAN Partners, LLC277,347$23.2M1.62%
Verdence Capital Advisors LLC117,080$9.15M1.13%
Aew Capital Management L P82,360$6.44M0.25%
Cyndeo Wealth Partners, LLC44,285$3.46M0.41%
Agf Management Ltd43,846$3.43M0.02%
CI Private Wealth, LLC43,390$3.39M0.01%
Hilltop Partners LLC36,465$2.85M1.52%
Weiss Asset Management LP30,000$2.34M0.11%
Pathway Financial Advisers, LLC27,323$2.13M0.87%
Robertson Stephens Wealth Management, LLC26,612$2.11M0.21%
Sowell Financial Services LLC17,744$1.41M0.09%
Maryland State Retirement & Pension System16,211$1.27M0.04%
LGT Financial Advisors LLC14,432$1.13M1.33%
CIC Wealth, LLC14,355$1.12M0.46%
Laraway Financial Inc13,701$1.07M1.12%
Ted Buchan & Co13,177$1.03M0.95%
Allstate Investment Management Co12,957$1.01M0.03%
Heirloom Wealth Management12,841$1.00M0.63%
Berger Financial Group, Inc11,640$909.7K0.12%
Clear Creek Financial Management, LLC11,541$901.9K0.20%
Erste Asset Management GmbH11,300$888.0K0.02%
Per Stirling Capital Management, LLC.10,547$824.2K0.15%
International Assets Investment Management, LLC10,184$795.9K0.08%
DoubleLine ETF Adviser LP9,235$721.7K0.37%
McGlone Suttner Wealth Management, Inc.9,131$713.6K0.23%
Quantamental Technologies LLC8,804$688.0K0.31%
Dudley Capital Management, LLC8,600$672.1K0.49%
Bleakley Financial Group, LLC8,539$667.3K0.02%
Syntegra Private Wealth Group, LLC8,360$653.5K0.13%
Investment Management Corp of Ontario7,883$616.1K0.03%
Daymark Wealth Partners, LLC7,777$607.8K0.11%
Triumph Capital Management7,252$566.7K0.30%
Virtue Capital Management, LLC7,118$556.3K0.08%
Bridgewealth Advisory Group, LLC6,591$515.1K1.01%
Cannon Global Investment Management, LLC6,000$469.0K0.70%
Avidian Wealth Solutions, LLC5,633$440.2K0.03%
Gallacher Capital Management LLC5,505$430.2K0.26%
Caisse de Depot Et Placement du Quebec5,471$427.6K0.00%
SageView Advisory Group, LLC5,398$421.9K0.03%
Boothbay Fund Management, LLC5,058$395.3K0.01%
Chapin Davis, Inc.4,872$380.7K0.22%
XTX Topco Ltd4,800$375.1K0.08%
BOS Asset Management, LLC4,325$338.0K0.30%
Simplex Trading, LLC4,172$326.0K0.02%
Samalin Investment Counsel, LLC4,166$325.6K0.21%
Coppell Advisory Solutions LLC4,055$316.9K0.11%
Coppell Advisory Solutions Corp.4,055$316.9K0.11%
CTC Capital Management, LLC4,000$312.6K0.38%
Cambria Investment Management, L.P.3,906$305.3K0.03%
LVW Advisors, LLC3,905$305.2K0.06%
Adams Asset Advisors, LLC3,864$302.0K0.04%
Cresset Asset Management, LLC4,136$288.9K0.00%
Beverly Hills Private Wealth, LLC3,400$265.7K0.12%
Armstrong Advisory Group, Inc3,300$257.9K0.03%
Beacon Bridge Wealth Partners, LLC3,280$256.3K0.19%
Eaton Financial Holdings Company, LLC3,219$251.5K0.22%
Meeder Advisory Services, Inc.3,215$251.3K0.03%
Checchi Capital Advisers, LLC3,207$250.6K0.03%
Fundamentun, LLC3,197$249.9K0.04%
Intelligence Driven Advisers, LLC3,000$241.8K0.04%
Glass Jacobson Investment Advisors llc3,050$238.4K0.12%
Canandaigua National Corp2,979$233.0K0.04%
Brighton Jones LLC2,926$228.6K0.01%
AXA S.A.2,915$227.8K0.00%
Castle Rock Wealth Management, LLC2,655$226.0K0.10%
Register Financial Advisors LLC2,889$225.8K0.14%
Dominguez Wealth Management Solutions, Inc.2,875$224.7K0.22%
EPG Wealth Management LLC2,873$224.6K0.09%
Unionview, LLC2,853$223.0K0.22%
Conestoga Capital Advisors, LLC2,850$222.7K0.00%
Concord Asset Management, LLC2,830$221.2K0.15%
Mission Wealth Management, LP2,814$219.9K0.01%
Allie Family Office LLC2,800$218.8K0.18%
Sunbelt Securities, Inc.2,799$218.8K0.04%
Prism Advisors, Inc.2,791$218.1K0.08%
Welch & Forbes LLC2,760$215.7K0.00%
Duality Advisers, LP2,741$214.2K0.02%
Long Run Wealth Advisors, LLC2,734$213.7K0.08%
Annex Advisory Services, LLC2,733$213.6K0.01%
Gator Capital Management, LLC2,660$207.9K0.15%
Kestra Advisory Services, LLC2,647$206.9K0.00%
Valmark Advisers, Inc.2,646$206.8K0.00%
BCS Wealth Management2,639$206.0K0.09%
Ameraudi Asset Management, Inc.2,620$204.8K0.09%
Fiduciary Trust Co2,594$202.7K0.00%
Sightline Wealth Advisors, LLC2,588$202.3K0.22%
SignalPoint Asset Management, LLC2,581$202.0K0.07%
Touchstone Capital, Inc.2,584$201.9K0.24%
U.S. Capital Wealth Advisors, LLC2,267$177.2K0.01%
BI Asset Management Fondsmaeglerselskab A/S2,162$169.0K0.00%
MinichMacGregor Wealth Management, LLC1,526$119.3K0.04%
WJ Interests, LLC1,316$102.8K0.09%
Richard W. Paul & Associates, LLC1,262$98.6K0.05%
Mark Sheptoff Financial Planning, LLC1,238$96.8K0.06%
CoreCap Advisors, LLC1,121$87.6K0.01%
Glassy Mountain Advisors, Inc.1,000$78.2K0.04%
Prestige Wealth Management Group LLC789$62.5K0.02%
Farther Finance Advisors, LLC632$49.4K0.02%
New England Capital Financial Advisors LLC583$48.9K0.03%
Resurgent Financial Advisors LLC615$48.1K0.03%

Sold out (56)

Institutions that held W. P. Carey Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WPC in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Natixis259,094$18.1M
Point72 Asset Management, L.P.70,400$4.91M
Nkcfo LLC50,900$3.55M
AlphaCrest Capital Management LLC50,517$3.53M
RPg Family Wealth Advisory, LLC39,912$3.35M
PEAK6 Investments LLC33,484$2.34M
HRT Financial LP32,549$2.27M
Wolverine Trading, LLC19,642$1.35M
Brinker Capital Investments, LLC17,987$1.25M
OPSEU Pension Plan Trust Fund17,596$1.25M
Virtu Financial LLC14,240$994.0K
Impax Asset Management Group plc12,704$887.0K
Verition Fund Management LLC10,798$754.0K
GraniteShares Advisors LLC9,659$674.0K
Orion Portfolio Solutions, LLC7,747$541.0K
Dynamic Technology Lab Private Ltd7,660$535.0K
Allen Capital Group, LLC7,050$492.0K
GPS Wealth Strategies Group, LLC6,610$461.0K
Oakworth Capital, Inc.6,500$454.0K
Harrell Investment Partners, LLC6,430$449.0K
Alps Advisors Inc6,051$422.0K
NorthRock Partners, LLC6,037$421.0K
Jackson Wealth Management, LLC5,633$393.0K
Presidio Capital Management, LLC4,883$341.0K
Venture Visionary Partners LLC4,844$338.0K
Eqis Capital Management, Inc.4,757$332.0K
Investment Partners, Ltd.4,067$284.0K
High Falls Advisors, Inc3,797$265.0K
O'Shaughnessy Asset Management, LLC3,762$263.0K
Certified Advisory Corp3,464$242.0K
Savant Capital, LLC3,327$232.0K
KC Investment Advisors, LLC3,189$223.0K
Woodstock Corp3,176$222.0K
OneAscent Financial Services LLC3,138$222.0K
Good Life Advisors, LLC3,092$216.0K
Crumly & Associates Inc.3,079$215.0K
Paloma Partners Management Co3,028$211.0K
Affinity Wealth Management LLC2,921$204.0K
Ellis Investment Partners, LLC2,483$173.0K
Neo Ivy Capital Management1,144$80.0K
Meeder Asset Management Inc1,044$73.0K
EdgeRock Capital LLC849$59.0K
Castle Wealth Management LLC800$57.0K
McMillion Capital Management Inc653$46.0K
Trust Co of Vermont600$42.0K
MUFG Americas Holdings Corp500$35.0K
AlphaMark Advisors, LLC280$20.0K
Hudock, Inc.300$20.0K
Paragon Wealth Strategies, LLC205$14.0K
Sage Private Wealth Group, LLC193$13.0K
Anchor Investment Management, LLC93$6.49K
Asset Dedication, LLC62$4.00K
BDO Wealth Advisors, LLC57$4.00K
Standard Family Office LLC25$2.00K
Dark Forest Capital Management LP2$0
Sofos Investments, Inc.1,260–

Not filed for Q4 2022 yet (14)

Institutions that held W. P. Carey Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management106,834$7.46M
Surevest, LLC66,978$4.67M
Strategic Wealth Advisors Group, LLC27,998$1.95M
AGF Investments LLC19,647$1.37M
Redpoint Investment Management Pty Ltd17,420$1.22M
Cornerstone Wealth Management, LLC15,343$1.07M
American Portfolios Advisors11,673$814.8K
Covington Capital Management5,794$404.0K
Doyle Wealth Management4,298$300.0K
FourThought Financial, LLC1,650$115.0K
USA Financial Portformulas Corp1,629$114.0K
NuWave Investment Management, LLC912$64.0K
Wipfli Financial Advisors LLC,779$55.0K
Siena Capital LLC175$12.0K