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 |
|---|---|---|---|---|---|
| Benedetti & Gucer, Inc. | 7,302 | $571.0K | 0.42% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,770 | $573.8K | 0.16% | +1,617+31.4% | Added |
| MAI Capital Management | 7,403 | $578.5K | 0.01% | +2,348+46.4% | Added |
| Ethic Inc. | 7,414 | $579.4K | 0.03% | +1,476+24.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,416 | $580.0K | 0.51% | +11+0.1% | Added |
| Crestwood Advisors Group LLC | 7,485 | $585.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 7,553 | $590.3K | 0.23% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,635 | $596.7K | 0.06% | +761+11.1% | Added |
| Old National Bancorp | 7,684 | $601.0K | 0.02% | −298−3.7% | Reduced |
| Credential Qtrade Securities Inc. | 7,693 | $601.2K | 0.04% | −549−6.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,765 | $607.0K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 7,777 | $607.8K | 0.11% | +7,777 | New |
| Northwestern Mutual Wealth Management Co | 7,788 | $608.6K | 0.00% | −2,490−24.2% | Reduced |
| Campbell Wealth Management | 7,856 | $614.0K | 0.09% | +469+6.3% | Added |
| Tower Research Capital LLC (TRC) | 7,876 | $615.0K | 0.03% | −1,691−17.7% | Reduced |
| Investment Management Corp of Ontario | 7,883 | $616.1K | 0.03% | +7,883 | New |
| GWM Advisors LLC | 14,371 | $617.5K | 0.02% | +6,011+71.9% | Added |
| Optimum Investment Advisors | 7,907 | $617.9K | 0.33% | −400−4.8% | Reduced |
| Assetmark, Inc | 7,946 | $621.0K | 0.00% | +439+5.8% | Added |
| Insight 2811, Inc. | 7,951 | $621.0K | 0.38% | +8+0.1% | Added |
| Norinchukin Bank, The | 7,973 | $623.1K | 0.01% | +1,157+17.0% | Added |
| Wealthspan Partners, LLC | 8,160 | $637.7K | 0.58% | +465+6.0% | Added |
| Granite Bay Wealth Management, LLC | 8,205 | $641.0K | 0.42% | −239−2.8% | Reduced |
| Boston Financial Mangement LLC | 8,220 | $642.4K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 8,230 | $643.0K | 0.16% | −1,025−11.1% | Reduced |
| TD Private Client Wealth LLC | 8,228 | $643.0K | 0.03% | −14−0.2% | Reduced |
| Landmark Financial Advisors, LLC | 8,253 | $645.0K | 0.30% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 8,319 | $650.1K | 0.46% | +326+4.1% | Added |
| Syntegra Private Wealth Group, LLC | 8,360 | $653.5K | 0.13% | +8,360 | New |
| Evergreen Capital Management LLC | 8,279 | $654.6K | 0.03% | +4,884+143.9% | Added |
| Axxcess Wealth Management, LLC | 8,389 | $655.6K | 0.05% | −4,968−37.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,488 | $663.0K | 0.07% | −10−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 8,531 | $666.7K | 0.00% | +225+2.7% | Added |
| Bleakley Financial Group, LLC | 8,539 | $667.3K | 0.02% | +8,539 | New |
| Concord Wealth Partners | 8,548 | $668.0K | 0.20% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,905 | $669.1K | 0.29% | +1,534+24.1% | Added |
| Rainsberger Wealth Advisors, Inc. | 8,567 | $669.5K | 0.43% | +2,213+34.8% | Added |
| Dudley Capital Management, LLC | 8,600 | $672.1K | 0.49% | +8,600 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,629 | $674.4K | 0.03% | +442+5.4% | Added |
| Boston Private Wealth LLC | 8,631 | $674.5K | 0.01% | +1,497+21.0% | Added |
| UMA Financial Services, Inc. | 7,977 | $676.1K | 0.18% | 00.0% | Unchanged |
| First Manhattan Co | 8,744 | $683.3K | 0.00% | −1,256−12.6% | Reduced |
| Quantamental Technologies LLC | 8,804 | $688.0K | 0.31% | +8,804 | New |
| Guyasuta Investment Advisors Inc | 8,848 | $691.5K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,883 | $694.2K | 0.09% | −677−7.1% | Reduced |
| All Season Financial Advisors, Inc. | 8,957 | $700.0K | 0.62% | +169+1.9% | Added |
| E. Ohman J:or Asset Management AB | 9,000 | $703.4K | 0.03% | +400+4.7% | Added |
| Comerica Bank | 8,414 | $706.0K | 0.01% | +518+6.6% | Added |
| Kathmere Capital Management, LLC | 9,083 | $709.8K | 0.13% | −1,967−17.8% | Reduced |
| Kovack Advisors, Inc. | 9,091 | $710.4K | 0.10% | +501+5.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,131 | $713.6K | 0.23% | +9,131 | New |
| DoubleLine ETF Adviser LP | 9,235 | $721.7K | 0.37% | +9,235 | New |
| Western Wealth Management, LLC | 9,265 | $724.1K | 0.07% | −9,926−51.7% | Reduced |
| Arbor Capital Management Inc | 9,322 | $729.2K | 0.65% | +105+1.1% | Added |
| JustInvest LLC | 9,339 | $729.8K | 0.03% | −9,000−49.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,355 | $731.1K | 0.01% | −4,713−33.5% | Reduced |
| Thoroughbred Financial Services, LLC | 9,370 | $732.0K | 0.12% | −978−9.5% | Reduced |
| IFP Advisors, Inc | 12,560 | $738.0K | 0.02% | −1,472−10.5% | Reduced |
| Adams Wealth Management | 9,598 | $750.1K | 0.26% | +1,050+12.3% | Added |
| First National Trust Co | 9,628 | $752.4K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,712 | $759.0K | 0.08% | +44+0.5% | Added |
| Peddock Capital Advisors, LLC | 9,783 | $764.5K | 0.30% | +1,642+20.2% | Added |
| Eldridge Investment Advisors, Inc. | 9,800 | $766.0K | 0.27% | −300−3.0% | Reduced |
| Insight Wealth Partners, LLC | 9,832 | $768.4K | 0.72% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 9,842 | $769.2K | 0.46% | −275−2.7% | Reduced |
| Pinnacle Financial Partners Inc | 9,850 | $769.8K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 9,865 | $771.0K | 0.09% | +172+1.8% | Added |
| RFG Advisory, LLC | 9,224 | $772.8K | 0.04% | −9,171−49.9% | Reduced |
| Bank of Nova Scotia | 9,900 | $773.7K | 0.00% | −3,597−26.7% | Reduced |
| International Assets Investment Management, LLC | 10,184 | $795.9K | 0.08% | +10,184 | New |
| Vestmark Advisory Solutions, Inc. | 10,344 | $808.4K | 0.04% | −28−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $808.9K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,397 | $812.5K | 0.01% | +1,130+12.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $813.0K | 0.27% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 10,547 | $824.2K | 0.15% | +10,547 | New |
| Liberty One Investment Management, LLC | 10,589 | $827.5K | 0.12% | −470−4.2% | Reduced |
| Prudent Man Advisors, LLC | 10,677 | $834.0K | 0.34% | +424+4.1% | Added |
| Sawyer & Company, Inc | 10,710 | $837.0K | 0.41% | −185−1.7% | Reduced |
| Apollon Wealth Management, LLC | 10,765 | $841.3K | 0.06% | +109+1.0% | Added |
| Hudson Portfolio Management LLC | 10,777 | $842.2K | 0.93% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,916 | $853.1K | 0.00% | +1,624+17.5% | Added |
| Old Port Advisors | 11,019 | $861.1K | 0.32% | −120−1.1% | Reduced |
| Wambolt & Associates, LLC | 11,180 | $873.7K | 0.34% | −65−0.6% | Reduced |
| EP Wealth Advisors, LLC | 11,250 | $879.2K | 0.02% | −1,628−12.6% | Reduced |
| Cooper Financial Group | 11,288 | $882.2K | 0.27% | −1,254−10.0% | Reduced |
| Erste Asset Management GmbH | 11,300 | $888.0K | 0.02% | +11,300 | New |
| Jeppson Wealth Management, LLC | 11,436 | $893.7K | 0.38% | +430+3.9% | Added |
| Royal Fund Management, LLC | 11,445 | $894.4K | 0.15% | +417+3.8% | Added |
| Nordea Investment Management AB | 11,501 | $896.5K | 0.00% | +489+4.4% | Added |
| Herbst Group, LLC | 11,500 | $898.7K | 0.73% | +700+6.5% | Added |
| Clear Creek Financial Management, LLC | 11,541 | $901.9K | 0.20% | +11,541 | New |
| Focus Financial Network, Inc. | 11,396 | $902.7K | 0.07% | −97−0.8% | Reduced |
| Prudential PLC | 11,597 | $906.3K | 0.01% | +6,953+149.7% | Added |
| Berger Financial Group, Inc | 11,640 | $909.7K | 0.12% | +11,640 | New |
| Client 1st Advisory Group, LLC | 12,006 | $938.3K | 0.55% | +169+1.4% | Added |
| DFPG Investments, LLC | 11,393 | $942.9K | 0.16% | +6,507+133.2% | Added |
| Ameritas Advisory Services, LLC | 12,184 | $952.2K | 0.04% | +6,413+111.1% | Added |
| Shell Asset Management Co | 12,411 | $970.0K | 0.04% | −3,146−20.2% | Reduced |
| Raymond James Trust N.A. | 12,589 | $984.0K | 0.03% | −152−1.2% | Reduced |
| Vista Investment Management | 12,625 | $986.6K | 0.56% | +806+6.8% | Added |