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 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 5,082 | $354.7K | 0.23% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 4,563 | $356.6K | 0.11% | +337+8.0% | Added |
| ARGI Investment Services, LLC | 4,629 | $362.0K | 0.01% | +25+0.5% | Added |
| Inspire Advisors, LLC | 4,647 | $363.2K | 0.09% | −17−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,686 | $366.2K | 0.09% | −4,203−47.3% | Reduced |
| Versor Investments LP | 4,687 | $366.3K | 0.03% | −16,199−77.6% | Reduced |
| MQS Management LLC | 4,708 | $367.9K | 0.25% | −8,554−64.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,735 | $370.0K | 0.03% | +50+1.1% | Added |
| Proequities, Inc. | 4,703 | $372.5K | 0.03% | +108+2.4% | Added |
| Diligent Investors, LLC | 4,770 | $372.8K | 0.12% | +11+0.2% | Added |
| Bridgefront Capital, LLC | 4,796 | $374.8K | 0.26% | +257+5.7% | Added |
| Clear Street Markets LLC | 4,800 | $375.0K | 0.08% | +200+4.3% | Added |
| XTX Topco Ltd | 4,800 | $375.1K | 0.08% | +4,800 | New |
| Prime Capital Investment Advisors, LLC | 4,811 | $376.0K | 0.01% | +730+17.9% | Added |
| Gilbert & Cook, Inc. | 4,825 | $377.1K | 0.07% | +82+1.7% | Added |
| Harbour Investments, Inc. | 4,848 | $378.9K | 0.02% | +2,101+76.5% | Added |
| Chapin Davis, Inc. | 4,872 | $380.7K | 0.22% | +4,872 | New |
| Main Street Financial Solutions, LLC | 4,899 | $383.0K | 0.06% | +141+3.0% | Added |
| Basepoint Wealth LLC | 4,947 | $386.6K | 0.34% | −221−4.3% | Reduced |
| Summit Wealth Group, LLC | 4,953 | $387.0K | 0.41% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,742 | $391.2K | 0.09% | −468−9.0% | Reduced |
| BTC Capital Management, Inc. | 5,044 | $394.2K | 0.05% | +388+8.3% | Added |
| Raleigh Capital Management Inc. | 5,052 | $394.9K | 0.21% | +73+1.5% | Added |
| Argent Advisors, Inc. | 5,058 | $395.3K | 0.20% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,058 | $395.3K | 0.01% | +5,058 | New |
| Cornerstone Wealth Group, LLC | 5,059 | $395.4K | 0.07% | −391−7.2% | Reduced |
| Chesley Taft & Associates LLC | 5,067 | $396.0K | 0.03% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $396.1K | 0.16% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5,083 | $397.2K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,126 | $400.6K | 0.01% | +34+0.7% | Added |
| Mach-1 Financial Group, Inc. | 5,143 | $401.9K | 0.19% | +10.0% | Added |
| David R. Rahn & Associates Inc. | 5,167 | $403.8K | 0.20% | +435+9.2% | Added |
| Sequoia Financial Advisors, LLC | 5,219 | $407.9K | 0.01% | +522+11.1% | Added |
| Colony Group LLC | 5,269 | $412.0K | 0.01% | −7,115−57.5% | Reduced |
| Detalus Advisors, LLC | 5,297 | $414.0K | 0.20% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 7,069 | $418.7K | 0.01% | +3,093+77.8% | Added |
| Flagship Harbor Advisors, LLC | 5,369 | $419.6K | 0.04% | +19+0.4% | Added |
| Woodward Diversified Capital, LLC | 5,380 | $420.4K | 0.34% | −897−14.3% | Reduced |
| Widmann Financial Services, Inc. | 5,384 | $420.7K | 0.44% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 5,386 | $420.9K | 0.02% | −107−1.9% | Reduced |
| SageView Advisory Group, LLC | 5,398 | $421.9K | 0.03% | +5,398 | New |
| NewEdge Wealth, LLC | 5,402 | $422.2K | 0.02% | +1,981+57.9% | Added |
| L.M. Kohn & Company | 5,461 | $426.8K | 0.20% | −3,005−35.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,471 | $427.6K | 0.00% | +5,471 | New |
| Gallacher Capital Management LLC | 5,505 | $430.2K | 0.26% | +5,505 | New |
| Allspring Global Investments Holdings, LLC | 5,509 | $430.5K | 0.00% | −224−3.9% | Reduced |
| Avidian Wealth Solutions, LLC | 5,633 | $440.2K | 0.03% | +5,633 | New |
| Naples Global Advisors, LLC | 5,575 | $441.6K | 0.06% | −235−4.0% | Reduced |
| Redwood Financial Network Corp | 5,660 | $442.4K | 0.50% | +617+12.2% | Added |
| Avion Wealth | 6,364 | $444.0K | 0.14% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,748 | $449.2K | 0.15% | +1,323+29.9% | Added |
| Brookstone Capital Management | 5,608 | $452.1K | 0.01% | +412+7.9% | Added |
| Wetherby Asset Management Inc | 5,796 | $453.0K | 0.03% | −2,163−27.2% | Reduced |
| Quantinno Capital Management LP | 5,792 | $453.0K | 0.03% | −2,030−26.0% | Reduced |
| Capital Investment Advisors, LLC | 5,792 | $453.0K | 0.01% | +148+2.6% | Added |
| Carret Asset Management, LLC | 5,824 | $455.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,925 | $463.0K | 0.01% | −1,107−15.7% | Reduced |
| New England Research & Management, Inc. | 5,937 | $464.0K | 0.27% | +225+3.9% | Added |
| Regions Financial Corp | 5,971 | $467.0K | 0.00% | −1,268−17.5% | Reduced |
| H&H Retirement Design & Management INC | 5,630 | $468.1K | 0.40% | +69+1.2% | Added |
| Kercheville Advisors, LLC | 6,000 | $468.9K | 0.32% | −50−0.8% | Reduced |
| Knott David M Jr | 6,000 | $469.0K | 0.20% | −6,000−50.0% | Reduced |
| Cannon Global Investment Management, LLC | 6,000 | $469.0K | 0.70% | +6,000 | New |
| Transatlantique Private Wealth LLC | 6,033 | $471.5K | 0.28% | +468+8.4% | Added |
| Lazard Asset Management LLC | 6,064 | $472.0K | 0.00% | −39,220−86.6% | Reduced |
| Clearview Wealth Advisors LLC | 6,077 | $474.9K | 0.37% | −23−0.4% | Reduced |
| Fisher Asset Management, LLC | 6,079 | $475.0K | 0.00% | −1,994−24.7% | Reduced |
| Jacobi Capital Management LLC | 6,112 | $477.7K | 0.06% | +20.0% | Added |
| First Heartland Consultants, Inc. | 6,141 | $479.9K | 0.08% | +35+0.6% | Added |
| Penserra Capital Management LLC | 6,278 | $488.0K | 0.01% | +489+8.4% | Added |
| DF Dent & Co Inc | 6,264 | $489.5K | 0.01% | +1,108+21.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,265 | $490.0K | 0.56% | +32+0.5% | Added |
| CIBC Asset Management Inc | 6,345 | $495.9K | 0.00% | −1,744−21.6% | Reduced |
| Round Rock Advisors, LLC | 6,379 | $498.5K | 0.20% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 6,397 | $500.0K | 0.10% | +490+8.3% | Added |
| Metropolitan Life Insurance Co | 6,441 | $503.4K | 0.02% | −15−0.2% | Reduced |
| Achmea Investment Management B.V. | 6,891 | $505.0K | 0.02% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 6,591 | $515.1K | 1.01% | +6,591 | New |
| Glenmede Trust Co NA | 6,630 | $518.1K | 0.00% | −8,614−56.5% | Reduced |
| Ignite Planners, LLC | 6,055 | $518.9K | 0.22% | +1,273+26.6% | Added |
| Kaizen Financial Strategies | 6,301 | $523.8K | 0.52% | −794−11.2% | Reduced |
| Sovereign Financial Group, Inc. | 6,707 | $524.2K | 0.21% | −99−1.5% | Reduced |
| LexAurum Advisors, LLC | 6,709 | $524.3K | 0.19% | +10.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,718 | $525.0K | 0.10% | +2,328+53.0% | Added |
| Sawtooth Solutions, LLC | 6,724 | $525.5K | 0.07% | +72+1.1% | Added |
| Highlander Capital Management, LLC | 6,725 | $526.0K | 0.28% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 6,739 | $526.6K | 0.10% | −2,091−23.7% | Reduced |
| Cullen Capital Management LLC | 6,815 | $532.6K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,893 | $538.7K | 0.02% | −1,289−15.8% | Reduced |
| Mirador Capital Partners LP | 6,904 | $539.6K | 0.13% | +50+0.7% | Added |
| Philadelphia Trust Co | 7,000 | $547.0K | 0.06% | 00.0% | Unchanged |
| Madden Securities Corp | 7,100 | $554.9K | 0.29% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 7,021 | $555.6K | 0.15% | +19+0.3% | Added |
| Virtue Capital Management, LLC | 7,118 | $556.3K | 0.08% | +7,118 | New |
| Cubist Systematic Strategies, LLC | 7,141 | $558.1K | 0.00% | −93,138−92.9% | Reduced |
| Lumature Wealth Partners, LLC | 7,200 | $562.7K | 0.31% | 00.0% | Unchanged |
| Xponance, Inc. | 7,236 | $565.5K | 0.01% | +3,505+93.9% | Added |
| Triumph Capital Management | 7,252 | $566.7K | 0.30% | +7,252 | New |
| Personal Capital Advisors Corp | 7,284 | $569.2K | 0.00% | +559+8.3% | Added |
| EverSource Wealth Advisors, LLC | 7,298 | $570.3K | 0.09% | +6,602+948.6% | Added |