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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, Q4 2022

Institutional positions in W. P. Carey Inc. as of Dec 31, 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
855
+71 vs. Q3 2022
Shares held
136.2M
+2.73M (+2.0%) vs. Q3 2022
Total value
$10.6B
+$1.27B (+13.6%) vs. Q3 2022
New holders
127
333 more added
Sold out
56
253 more reduced

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 855 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 heldQ4 2022: $10.6B
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, Q4 2022

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2022.

Institutions holding WPC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Silicon Valley Capital Partners0$230.00%0New
Lee Financial Co2$1560.00%00.0%Unchanged
Glen Eagle Advisors, LLC6$4690.00%00.0%Unchanged
Parkside Financial Bank & Trust7$5470.00%−8−53.3%Reduced
Riggs Asset Managment Co. Inc.10$7930.00%00.0%Unchanged
Carolinas Wealth Consulting LLC11$8710.00%+11New
Level Financial Advisors, Inc.12$1.00K0.00%+12New
Raffa Wealth Management, LLC14$1.09K0.00%−14−50.0%Reduced
Bogart Wealth, LLC17$1.33K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC21$1.64K0.00%+21New
Eukles Asset Management30$2.00K0.00%00.0%Unchanged
Resources Management Corp20$2.00K0.00%00.0%Unchanged
Park Place Capital Corp29$2.00K0.00%+29New
Delos Wealth Advisors, LLC27$2.15K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc31$2.42K0.00%+31New
CVA Family Office, LLC35$2.73K0.00%−25−41.7%Reduced
Massmutual Trust Co FSB34$3.00K0.00%−91−72.8%Reduced
Washington Trust Advisors, Inc.39$3.05K0.00%00.0%Unchanged
City Holding Co43$3.36K0.00%00.0%Unchanged
Insight Financial Services48$3.75K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC48$3.80K0.00%+48New
Bartlett & Co. LLC48$4.00K0.00%+48New
Financial Avengers, Inc.51$4.02K0.00%00.0%Unchanged
Zions Bancorporation, N.A.67$5.24K0.00%00.0%Unchanged
Private Advisor Group, LLC78,201$6.11K0.00%+10,211+15.0%Added
Comerica Securities,inc.83$6.58K0.00%+83New
Private Ocean, LLC92$7.19K0.00%00.0%Unchanged
Piershale Financial Group, Inc.100$7.82K0.01%+100New
Carmichael Hill & Associates, Inc.104$8.13K0.00%00.0%Unchanged
American State Bank (Iowa)109$8.52K0.01%00.0%Unchanged
Earnest Partners LLC114$8.91K0.00%00.0%Unchanged
First Community Trust NA120$9.00K0.01%00.0%Unchanged
Affiance Financial, LLC123$9.61K0.00%+123New
Bell Investment Advisors, Inc124$9.69K0.00%−2−1.6%Reduced
Rosenberg Matthew Hamilton129$10.1K0.00%00.0%Unchanged
Byrne Asset Management LLC150$11.7K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC152$11.8K0.00%+35+29.9%Added
Rocky Mountain Advisers, LLC150$12.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC158$12.0K0.01%+8+5.3%Added
Financial Perspectives, Inc158$12.3K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.160$13.0K0.00%00.0%Unchanged
Riverview Trust Co172$13.0K0.01%+172New
Stephenson National Bank & Trust185$14.0K0.01%+185New
Citizens National Bank Trust Department195$15.0K0.00%00.0%Unchanged
Arcus Capital Partners, LLC197$15.4K0.01%+197New
Sittner & Nelson, LLC200$15.6K0.01%−200−50.0%Reduced
Emfo, LLC200$15.6K0.02%00.0%Unchanged
Delta Asset Management LLC200$15.6K0.00%+200New
Thompson Siegel & Walmsley LLC203$16.0K0.00%00.0%Unchanged
Smithfield Trust Co200$16.0K0.00%00.0%Unchanged
Retirement Group, LLC205$16.0K0.01%00.0%Unchanged
Covestor Ltd201$16.0K0.01%00.0%Unchanged
Horizon Bancorp Inc200$16.0K0.01%+200New
Goodman Advisory Group, LLC200$16.0K0.01%+200New
Heritage Wealth Management, LLC226$17.7K0.00%+137+153.9%Added
RFP Financial Group LLC227$17.7K0.01%+227New
Ameliora Wealth Management Ltd.230$18.0K0.01%00.0%Unchanged
State of Wyoming250$19.5K0.01%−4−1.6%Reduced
JNBA Financial Advisors250$19.5K0.00%00.0%Unchanged
Cambridge Trust Co260$20.0K0.00%00.0%Unchanged
VitalStone Financial, LLC259$20.0K0.01%+259New
BerganKDV Wealth Management, LLC260$20.3K0.00%−9−3.3%Reduced
Blume Capital Management, Inc.268$20.9K0.01%00.0%Unchanged
Clearstead Advisors, LLC300$23.4K0.00%−102−25.4%Reduced
Harvest Fund Management Co., Ltd302$24.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.345$24.1K0.01%00.0%Unchanged
One Wealth Advisors, LLC319$24.9K0.01%+319New
Jones Financial Companies LLLP326$25.0K0.00%+326New
Leonteq Securities AG337$26.3K0.00%+337New
Cutler Group LP357$27.0K0.00%−363−50.4%Reduced
Semmax Financial Advisors Inc.316$27.0K0.01%00.0%Unchanged
Retirement Financial Solutions, LLC361$28.2K0.02%+361New
Versant Capital Management, Inc379$29.6K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.394$30.8K0.01%+310+369.0%Added
Laurel Wealth Advisors LLC396$30.9K0.01%00.0%Unchanged
Dougherty Wealth Advisers LLC400$31.3K0.05%00.0%Unchanged
Core Wealth Advisors, Inc.404$31.6K0.01%+29+7.7%Added
Tompkins Financial Corp406$32.0K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC411$32.1K0.01%+411New
Hexagon Capital Partners LLC424$33.1K0.01%00.0%Unchanged
Cornerstone Management, Inc.437$34.2K0.01%00.0%Unchanged
Wolff Wiese Magana LLC450$35.2K0.03%00.0%Unchanged
SJS Investment Consulting Inc.470$36.7K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.484$37.8K0.02%−1,345−73.5%Reduced
City State Bank518$40.0K0.02%00.0%Unchanged
McIlrath & Eck, LLC529$41.3K0.01%+529New
Ci Investments Inc.532$42.0K0.00%−1,386−72.3%Reduced
Ritter Daniher Financial Advisory LLC543$42.4K0.02%00.0%Unchanged
Cornerstone Planning Group LLC524$43.3K0.02%+524New
Roble, Belko & Company, Inc559$44.0K0.01%00.0%Unchanged
Montag A & Associates Inc570$45.2K0.00%00.0%Unchanged
Altshuler Shaham Ltd590$46.1K0.00%−17−2.8%Reduced
McElhenny Sheffield Capital Management, LLC601$47.0K0.02%+601New
Strengthening Families & Communities, LLC606$47.0K0.03%+60+11.0%Added
Resurgent Financial Advisors LLC615$48.1K0.03%+615New
New England Capital Financial Advisors LLC583$48.9K0.03%+583New
Beacon Capital Management, LLC631$49.3K0.02%−226−26.4%Reduced
Farther Finance Advisors, LLC632$49.4K0.02%+632New
HHM Wealth Advisors, LLC642$50.2K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.649$52.3K0.00%+55+9.3%Added