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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 694 | $54.2K | 0.01% | −1,442−67.5% | Reduced |
| Tortoise Investment Management, LLC | 697 | $54.5K | 0.01% | +220+46.1% | Added |
| Barrett & Company, Inc. | 702 | $54.9K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 702 | $55.0K | 0.00% | +1+0.1% | Added |
| Umb Bank N A | 740 | $57.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 747 | $58.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 759 | $59.3K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 769 | $60.1K | 0.00% | +9+1.2% | Added |
| Quent Capital, LLC | 775 | $60.6K | 0.01% | +223+40.4% | Added |
| Prestige Wealth Management Group LLC | 789 | $62.5K | 0.02% | +789 | New |
| Baldwin Brothers Inc | 800 | $62.5K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $62.5K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 804 | $62.8K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 800 | $63.0K | 0.00% | +9+1.1% | Added |
| Ronald Blue Trust, Inc. | 918 | $64.0K | 0.00% | +167+22.2% | Added |
| Capital Analysts, LLC | 829 | $65.0K | 0.00% | +130+18.6% | Added |
| Princeton Global Asset Management LLC | 869 | $68.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 839 | $70.4K | 0.02% | −265−24.0% | Reduced |
| Trustcore Financial Services, LLC | 916 | $71.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 920 | $71.9K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 934 | $73.0K | 0.00% | −100−9.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 974 | $76.1K | 0.02% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 1,000 | $78.2K | 0.04% | +1,000 | New |
| TCI Wealth Advisors, Inc. | 1,059 | $82.8K | 0.01% | −85−7.4% | Reduced |
| Key Financial Inc | 1,227 | $85.6K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 1,100 | $86.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,116 | $87.3K | 0.01% | +137+14.0% | Added |
| CoreCap Advisors, LLC | 1,121 | $87.6K | 0.01% | +1,121 | New |
| Brown Brothers Harriman & Co | 1,126 | $88.0K | 0.00% | −373−24.9% | Reduced |
| Bank of New Hampshire | 1,145 | $89.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,150 | $89.9K | 0.01% | −48−4.0% | Reduced |
| Avondale Wealth Management | 1,189 | $92.9K | 0.08% | +700+143.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,207 | $94.0K | 0.14% | −38−3.1% | Reduced |
| Tyler-Stone Wealth Management | 1,200 | $94.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 1,223 | $96.0K | 0.01% | +431+54.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,238 | $96.8K | 0.06% | +1,238 | New |
| Richard W. Paul & Associates, LLC | 1,262 | $98.6K | 0.05% | +1,262 | New |
| Logan Capital Management Inc | 1,300 | $101.6K | 0.01% | −500−27.8% | Reduced |
| Rise Advisors, LLC | 1,303 | $101.8K | 0.08% | +185+16.5% | Added |
| PSI Advisors, LLC | 1,310 | $102.4K | 0.05% | −200−13.2% | Reduced |
| WJ Interests, LLC | 1,316 | $102.8K | 0.09% | +1,316 | New |
| Institutional & Family Asset Management, LLC | 1,319 | $103.1K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,412 | $110.3K | 0.07% | −1,003−41.5% | Reduced |
| MCF Advisors LLC | 1,432 | $112.8K | 0.01% | +4+0.3% | Added |
| Financial Management Professionals, Inc. | 1,483 | $116.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,517 | $118.5K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,526 | $119.3K | 0.04% | +1,526 | New |
| Central Trust Co | 1,599 | $125.0K | 0.00% | +609+61.5% | Added |
| Ossiam | 1,658 | $129.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,669 | $130.0K | 0.03% | −233−12.3% | Reduced |
| Tradition Wealth Management, LLC | 1,680 | $131.0K | 0.02% | +200+13.5% | Added |
| Kelly Financial Services LLC | 1,784 | $139.4K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,786 | $139.6K | 0.01% | −857−32.4% | Reduced |
| MBM Wealth Consultants, LLC | 1,761 | $140.0K | 0.07% | +542+44.5% | Added |
| North Star Investment Management Corp. | 1,848 | $144.4K | 0.01% | −285−13.4% | Reduced |
| Sound Income Strategies, LLC | 1,853 | $144.8K | 0.02% | +237+14.7% | Added |
| Horan Securities, Inc. | 1,890 | $147.7K | 0.08% | −32−1.7% | Reduced |
| South State Corp. | 1,928 | $150.7K | 0.01% | +121+6.7% | Added |
| Salem Investment Counselors Inc | 1,926 | $152.6K | 0.01% | −9−0.5% | Reduced |
| Lindbrook Capital, LLC | 2,059 | $160.9K | 0.02% | −47−2.2% | Reduced |
| Focused Wealth Management, Inc | 2,073 | $162.0K | 0.03% | +17+0.8% | Added |
| Pin Oak Investment Advisors Inc | 2,100 | $164.0K | 0.20% | 00.0% | Unchanged |
| American International Group, Inc. | 2,121 | $165.8K | 0.00% | +115+5.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,162 | $169.0K | 0.00% | +2,162 | New |
| Baystate Wealth Management LLC | 2,180 | $170.0K | 0.02% | +1,490+215.9% | Added |
| Accel Wealth Management | 2,212 | $172.9K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,240 | $175.1K | 0.01% | −75−3.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,267 | $177.2K | 0.01% | +2,267 | New |
| Ellevest, Inc. | 2,275 | $177.8K | 0.01% | +254+12.6% | Added |
| Bangor Savings Bank | 2,300 | $179.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,292 | $179.0K | 0.05% | +204+9.8% | Added |
| AllSquare Wealth Management LLC | 2,300 | $179.7K | 0.12% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,564 | $200.4K | 0.02% | −1,122−30.4% | Reduced |
| Touchstone Capital, Inc. | 2,584 | $201.9K | 0.24% | +2,584 | New |
| SignalPoint Asset Management, LLC | 2,581 | $202.0K | 0.07% | +2,581 | New |
| Sightline Wealth Advisors, LLC | 2,588 | $202.3K | 0.22% | +2,588 | New |
| Fiduciary Trust Co | 2,594 | $202.7K | 0.00% | +2,594 | New |
| Ameraudi Asset Management, Inc. | 2,620 | $204.8K | 0.09% | +2,620 | New |
| BCS Wealth Management | 2,639 | $206.0K | 0.09% | +2,639 | New |
| Valmark Advisers, Inc. | 2,646 | $206.8K | 0.00% | +2,646 | New |
| Kestra Advisory Services, LLC | 2,647 | $206.9K | 0.00% | +2,647 | New |
| Gator Capital Management, LLC | 2,660 | $207.9K | 0.15% | +2,660 | New |
| Profund Advisors LLC | 2,694 | $210.5K | 0.01% | −175−6.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,722 | $212.7K | 0.00% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,733 | $213.6K | 0.01% | +2,733 | New |
| Long Run Wealth Advisors, LLC | 2,734 | $213.7K | 0.08% | +2,734 | New |
| Motco | 2,738 | $214.0K | 0.02% | −245−8.2% | Reduced |
| Duality Advisers, LP | 2,741 | $214.2K | 0.02% | +2,741 | New |
| Welch & Forbes LLC | 2,760 | $215.7K | 0.00% | +2,760 | New |
| Cary Street Partner Investment Advisory LLC | 2,788 | $217.9K | 0.02% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 2,791 | $218.1K | 0.08% | +2,791 | New |
| Sunbelt Securities, Inc. | 2,799 | $218.8K | 0.04% | +2,799 | New |
| Allie Family Office LLC | 2,800 | $218.8K | 0.18% | +2,800 | New |
| Mission Wealth Management, LP | 2,814 | $219.9K | 0.01% | +2,814 | New |
| Chase Investment Counsel Corp | 2,834 | $221.0K | 0.14% | −20,630−87.9% | Reduced |
| Concord Asset Management, LLC | 2,830 | $221.2K | 0.15% | +2,830 | New |
| Conestoga Capital Advisors, LLC | 2,850 | $222.7K | 0.00% | +2,850 | New |
| Unionview, LLC | 2,853 | $223.0K | 0.22% | +2,853 | New |
| EPG Wealth Management LLC | 2,873 | $224.6K | 0.09% | +2,873 | New |
| Dominguez Wealth Management Solutions, Inc. | 2,875 | $224.7K | 0.22% | +2,875 | New |