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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
Advisor Resource Council2,876$224.8K0.13%00.0%Unchanged
Washington Trust Co2,888$225.7K0.01%00.0%Unchanged
Register Financial Advisors LLC2,889$225.8K0.14%+2,889New
Castle Rock Wealth Management, LLC2,655$226.0K0.10%+2,655New
Accurate Wealth Management, LLC2,815$226.2K0.08%−645−18.6%Reduced
AXA S.A.2,915$227.8K0.00%+2,915New
Brighton Jones LLC2,926$228.6K0.01%+2,926New
Guardian Wealth Advisors, LLC2,897$229.5K0.04%−63−2.1%Reduced
Headinvest, LLC2,937$229.5K0.05%+15+0.5%Added
Allied Investment Advisors, LLC2,945$230.2K0.07%00.0%Unchanged
Keybank National Association2,966$231.8K0.00%−85−2.8%Reduced
Signaturefd, LLC2,970$232.1K0.01%−938−24.0%Reduced
Walker Asset Management, LLC2,980$232.9K0.20%+17+0.6%Added
Canandaigua National Corp2,979$233.0K0.04%+2,979New
Titleist Asset Management, Ltd.2,990$233.7K0.05%+13+0.4%Added
Roof Eidam & Maycock3,000$234.4K0.08%−650−17.8%Reduced
Creative Financial Designs Inc3,021$236.1K0.03%+11+0.4%Added
Tokio Marine Asset Management Co Ltd3,023$236.2K0.02%+47+1.6%Added
Glass Jacobson Investment Advisors llc3,050$238.4K0.12%+3,050New
Banque Pictet & Cie SA3,073$240.2K0.00%−107−3.4%Reduced
Schnieders Capital Management LLC3,082$240.9K0.06%−500−14.0%Reduced
Intelligence Driven Advisers, LLC3,000$241.8K0.04%+3,000New
M. Kulyk & Associates, LLC3,120$243.8K0.08%+94+3.1%Added
Avantax Planning Partners, Inc.3,126$244.3K0.01%00.0%Unchanged
Fundamentun, LLC3,197$249.9K0.04%+3,197New
Patriot Financial Group Insurance Agency, LLC3,203$250.3K0.06%−18−0.6%Reduced
Capital Advisory Group Advisory Services, LLC3,207$250.6K0.17%−50−1.5%Reduced
Checchi Capital Advisers, LLC3,207$250.6K0.03%+3,207New
Pure Financial Advisors, Inc.3,209$250.8K0.01%00.0%Unchanged
Ritholtz Wealth Management3,215$251.3K0.01%−2,125−39.8%Reduced
Meeder Advisory Services, Inc.3,215$251.3K0.03%+3,215New
Eaton Financial Holdings Company, LLC3,219$251.5K0.22%+3,219New
Veritable, L.P.3,262$254.9K0.00%−247−7.0%Reduced
Essex Savings Bank3,271$255.6K0.09%−166−4.8%Reduced
Hilltop Holdings Inc.3,274$255.9K0.03%+50+1.6%Added
Archetype Wealth Partners3,276$256.0K0.07%00.0%Unchanged
Beacon Bridge Wealth Partners, LLC3,280$256.3K0.19%+3,280New
Armstrong Advisory Group, Inc3,300$257.9K0.03%+3,300New
Strategic Blueprint, LLC3,308$258.5K0.03%−1,623−32.9%Reduced
Oppenheimer & Co Inc3,385$264.5K0.01%−1,719−33.7%Reduced
Longfellow Investment Management Co LLC3,390$264.9K0.06%00.0%Unchanged
Beverly Hills Private Wealth, LLC3,400$265.7K0.12%+3,400New
Perennial Investment Advisors, LLC3,478$271.7K0.11%+313+9.9%Added
MA Private Wealth3,545$277.0K0.07%00.0%Unchanged
Change Path, LLC3,563$278.0K0.02%+204+6.1%Added
Buckingham Strategic Partners3,561$278.4K0.02%−1,514−29.8%Reduced
New York Life Investment Management LLC3,578$279.6K0.00%−111−3.0%Reduced
Banque Cantonale Vaudoise3,600$281.0K0.01%00.0%Unchanged
Glassman Wealth Services3,627$283.4K0.05%+11+0.3%Added
Raub Brock Capital Management LP3,640$284.5K0.06%00.0%Unchanged
Signature Wealth Management Partners, LLC3,647$285.0K0.28%00.0%Unchanged
Silverlake Wealth Management LLC3,657$285.8K0.18%+2+0.1%Added
IAG Wealth Partners, LLC3,666$286.5K0.08%−6,148−62.6%Reduced
Kingsview Wealth Management, LLC3,676$287.3K0.01%−616−14.4%Reduced
AlphaStar Capital Management, LLC3,679$287.5K0.03%−352−8.7%Reduced
Cresset Asset Management, LLC4,136$288.9K0.00%+4,136New
Larson Financial Group LLC3,700$289.2K0.03%+23+0.6%Added
Ausdal Financial Partners, Inc.3,721$290.8K0.04%−589−13.7%Reduced
Capital Planning Advisors, LLC3,721$290.8K0.07%+62+1.7%Added
Provence Wealth Management Group3,730$291.5K0.24%−236−6.0%Reduced
Capital Asset Advisory Services LLC3,507$292.0K0.02%−1,738−33.1%Reduced
Advisor Partners II, LLC3,764$294.2K0.02%+334+9.7%Added
Plancorp, LLC3,770$294.6K0.02%−72−1.9%Reduced
TTP Investments, Inc.3,772$294.9K0.31%−85−2.2%Reduced
HM Payson & Co3,796$296.7K0.01%00.0%Unchanged
Warther Private Wealth, LLC3,809$297.7K0.22%00.0%Unchanged
Snowden Capital Advisors LLC3,836$299.8K0.01%−48−1.2%Reduced
Adams Asset Advisors, LLC3,864$302.0K0.04%+3,864New
Fortitude Advisory Group L.L.C.3,898$304.6K0.26%−9−0.2%Reduced
LVW Advisors, LLC3,905$305.2K0.06%+3,905New
Cambria Investment Management, L.P.3,906$305.3K0.03%+3,906New
Aspire Wealth Management Corp3,912$305.7K0.27%+32+0.8%Added
Mitchell Sinkler & Starr3,930$307.1K0.10%+325+9.0%Added
Two Sigma Securities, LLC3,948$308.5K0.04%−5,419−57.9%Reduced
Monterey Private Wealth, Inc.3,983$311.3K0.17%+113+2.9%Added
CTC Capital Management, LLC4,000$312.6K0.38%+4,000New
Coppell Advisory Solutions LLC4,055$316.9K0.11%+4,055New
Coppell Advisory Solutions Corp.4,055$316.9K0.11%+4,055New
San Luis Wealth Advisors LLC4,086$319.0K0.30%00.0%Unchanged
Ancora Advisors, LLC4,082$319.0K0.01%+44+1.1%Added
Aptus Capital Advisors, LLC4,130$322.8K0.01%+258+6.7%Added
Park Avenue Securities LLC4,149$324.0K0.01%−207−4.8%Reduced
B. Metzler seel. Sohn & Co. AG4,164$325.4K0.01%00.0%Unchanged
Samalin Investment Counsel, LLC4,166$325.6K0.21%+4,166New
Simplex Trading, LLC4,172$326.0K0.02%+4,172New
Van Hulzen Asset Management, LLC4,206$329.0K0.04%00.0%Unchanged
Moneta Group Investment Advisors LLC3,867$330.7K0.01%−546−12.4%Reduced
Vishria Bird Financial Group, LLC4,240$331.0K0.23%00.0%Unchanged
Garrison Asset Management, LLC4,237$331.1K0.21%+3+0.1%Added
Fifth Third Bancorp4,243$331.6K0.00%−788−15.7%Reduced
MetLife Investment Management4,262$333.1K0.00%+329+8.4%Added
Parsons Capital Management Inc4,300$336.0K0.03%−400−8.5%Reduced
BOS Asset Management, LLC4,325$338.0K0.30%+4,325New
Retirement Planning Co of New England, Inc.4,330$338.4K0.22%+11+0.3%Added
Beck Capital Management, LLC4,435$346.6K0.15%+44+1.0%Added
Alpha Cubed Investments, LLC4,450$347.8K0.03%00.0%Unchanged
Thrive Wealth Management, LLC4,462$348.7K0.10%+483+12.1%Added
Wedbush Securities Inc4,496$351.0K0.02%+9+0.2%Added
Dividend Assets Capital, LLC4,500$352.0K0.07%00.0%Unchanged
Keudell/Morrison Wealth Management4,534$354.4K0.11%−161−3.4%Reduced