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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $992.9K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,714 | $993.6K | 0.01% | +3,720+41.4% | Added |
| D.A. Davidson & Co. | 12,789 | $999.6K | 0.01% | −833−6.1% | Reduced |
| MKT Advisors LLC | 12,116 | $1.00M | 0.76% | +16+0.1% | Added |
| Heirloom Wealth Management | 12,841 | $1.00M | 0.63% | +12,841 | New |
| Allstate Corp | 12,957 | $1.01M | 0.03% | −82−0.6% | Reduced |
| Allstate Investment Management Co | 12,957 | $1.01M | 0.03% | +12,957 | New |
| Natixis Advisors, L.P. | 13,035 | $1.02M | 0.00% | +337+2.7% | Added |
| Group One Trading, L.P. | 13,067 | $1.02M | 0.03% | +2,515+23.8% | Added |
| Ted Buchan & Co | 13,177 | $1.03M | 0.95% | +13,177 | New |
| Horizon Kinetics Asset Management LLC | 13,200 | $1.03M | 0.02% | +700+5.6% | Added |
| J.W. Cole Advisors, Inc. | 13,297 | $1.04M | 0.08% | +1,044+8.5% | Added |
| NEIRG Wealth Management, LLC | 13,381 | $1.05M | 0.20% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 13,459 | $1.05M | 0.05% | +2,279+20.4% | Added |
| Lockheed Martin Investment Management Co | 13,475 | $1.05M | 0.07% | +1,500+12.5% | Added |
| Stephens Inc | 13,492 | $1.05M | 0.02% | −796−5.6% | Reduced |
| Laraway Financial Inc | 13,701 | $1.07M | 1.12% | +13,701 | New |
| Rockefeller Capital Management L.P. | 13,963 | $1.09M | 0.01% | +1,717+14.0% | Added |
| Madison Wealth Management | 14,000 | $1.09M | 0.25% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14,025 | $1.10M | 0.08% | +2,721+24.1% | Added |
| Fiera Capital Corp | 14,206 | $1.11M | 0.00% | +1,000+7.6% | Added |
| GoalVest Advisory LLC | 14,230 | $1.11M | 0.72% | +1,495+11.7% | Added |
| Advisory Services Network, LLC | 14,354 | $1.12M | 0.03% | −2,098−12.8% | Reduced |
| CIC Wealth, LLC | 14,355 | $1.12M | 0.46% | +14,355 | New |
| RMB Capital Management, LLC | 14,363 | $1.12M | 0.04% | +197+1.4% | Added |
| LGT Financial Advisors LLC | 14,432 | $1.13M | 1.33% | +14,432 | New |
| Perigon Wealth Management, LLC | 14,513 | $1.13M | 0.07% | +5,851+67.5% | Added |
| HBW Advisory Services LLC | 14,734 | $1.15M | 0.31% | −499−3.3% | Reduced |
| Aurora Private Wealth, Inc. | 14,782 | $1.16M | 1.32% | −894−5.7% | Reduced |
| Elo Mutual Pension Insurance Co | 14,865 | $1.16M | 0.04% | +379+2.6% | Added |
| Centaurus Financial, Inc. | 15,101 | $1.18M | 0.11% | −1,252−7.7% | Reduced |
| Bessemer Group Inc | 15,235 | $1.19M | 0.00% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 15,278 | $1.19M | 0.21% | −5,515−26.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 15,319 | $1.20M | 0.06% | +481+3.2% | Added |
| Little House Capital LLC | 15,414 | $1.20M | 0.60% | +249+1.6% | Added |
| Texas Yale Capital Corp. | 15,475 | $1.21M | 0.07% | −91−0.6% | Reduced |
| Alaska Permanent Fund Corp | 15,500 | $1.21M | 0.02% | +50+0.3% | Added |
| C2C Wealth Management, LLC | 14,613 | $1.21M | 0.21% | +675+4.8% | Added |
| Intech Investment Management LLC | 15,522 | $1.21M | 0.01% | −167−1.1% | Reduced |
| Seeyond | 15,584 | $1.22M | 0.12% | −30,193−66.0% | Reduced |
| Monument Capital Management | 15,595 | $1.22M | 0.42% | −6,069−28.0% | Reduced |
| PFG Advisors | 15,608 | $1.22M | 0.12% | +5,539+55.0% | Added |
| Private Trust Co NA | 15,627 | $1.22M | 0.18% | +7,651+95.9% | Added |
| Wellington Shields & Co., LLC | 15,633 | $1.22M | 0.28% | −1,996−11.3% | Reduced |
| Stratos Wealth Partners, LTD. | 15,815 | $1.24M | 0.03% | +1,516+10.6% | Added |
| IHT Wealth Management, LLC | 15,929 | $1.24M | 0.08% | +3,806+31.4% | Added |
| Flagship Private Wealth, LLC | 15,948 | $1.25M | 1.16% | −568−3.4% | Reduced |
| Maryland State Retirement & Pension System | 16,211 | $1.27M | 0.04% | +16,211 | New |
| Westpac Banking Corp | 16,244 | $1.27M | 0.02% | +662+4.2% | Added |
| Panagora Asset Management Inc | 16,274 | $1.27M | 0.01% | −171−1.0% | Reduced |
| Richard P Slaughter Associates Inc | 16,437 | $1.28M | 0.41% | +692+4.4% | Added |
| Founders Financial Alliance, LLC | 16,629 | $1.30M | 0.60% | +299+1.8% | Added |
| Harbor Investment Advisory, LLC | 16,733 | $1.31M | 0.20% | +2,776+19.9% | Added |
| Argent Trust Co | 16,902 | $1.32M | 0.09% | +1,742+11.5% | Added |
| British Columbia Investment Management Corp | 16,979 | $1.33M | 0.01% | −2,031−10.7% | Reduced |
| Integrated Wealth Concepts LLC | 17,270 | $1.35M | 0.04% | −944−5.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,540 | $1.37M | 0.49% | +356+2.1% | Added |
| Alpha Omega Wealth Management LLC | 17,559 | $1.37M | 0.24% | −160−0.9% | Reduced |
| Merit Financial Group, LLC | 17,632 | $1.38M | 0.05% | +20.0% | Added |
| SRS Capital Advisors, Inc. | 17,715 | $1.38M | 0.19% | +1,061+6.4% | Added |
| Sowell Financial Services LLC | 17,744 | $1.41M | 0.09% | +17,744 | New |
| Two Sigma Investments, LP | 18,177 | $1.42M | 0.00% | −3,923−17.8% | Reduced |
| Equitable Holdings, Inc. | 18,221 | $1.42M | 0.02% | −5,924−24.5% | Reduced |
| DuPont Capital Management Corp | 18,294 | $1.43M | 0.07% | +4,920+36.8% | Added |
| APG Asset Management N.V. | 18,388 | $1.44M | 0.00% | +11,831+180.4% | Added |
| Jane Street Group, LLC | 18,658 | $1.46M | 0.00% | −3,944−17.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,970 | $1.48M | 1.08% | +75+0.4% | Added |
| Bennicas & Associates, Inc. | 19,195 | $1.50M | 0.87% | 00.0% | Unchanged |
| CWM, LLC | 19,262 | $1.50M | 0.01% | +2,091+12.2% | Added |
| Sigma Planning Corp | 19,381 | $1.51M | 0.05% | −3,408−15.0% | Reduced |
| Independent Advisor Alliance | 19,429 | $1.52M | 0.19% | −1,319−6.4% | Reduced |
| Gamco Investors, Inc. Et Al | 19,600 | $1.53M | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 19,638 | $1.53M | 0.00% | −2,877−12.8% | Reduced |
| Paradigm Financial Partners, LLC | 19,121 | $1.54M | 0.45% | −1,021−5.1% | Reduced |
| Principal Financial Group Inc | 19,751 | $1.54M | 0.00% | −1,496−7.0% | Reduced |
| Lincoln National Corp | 19,808 | $1.55M | 0.04% | −2,176−9.9% | Reduced |
| Triasima Portfolio Management inc. | 20,135 | $1.57M | 0.12% | −25,488−55.9% | Reduced |
| FLC Capital Advisors | 20,188 | $1.58M | 0.49% | +48+0.2% | Added |
| Arete Wealth Advisors, LLC | 20,566 | $1.61M | 0.14% | +5,361+35.3% | Added |
| Public Sector Pension Investment Board | 20,694 | $1.62M | 0.01% | +5,794+38.9% | Added |
| Amalgamated Bank | 20,971 | $1.64M | 0.01% | +2,072+11.0% | Added |
| United Capital Financial Advisers, LLC | 20,983 | $1.64M | 0.01% | −538−2.5% | Reduced |
| Jag Capital Management, LLC | 21,023 | $1.64M | 0.24% | −5,708−21.4% | Reduced |
| Public Employees Retirement Association of Colorado | 21,116 | $1.65M | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 21,264 | $1.66M | 0.45% | +2,240+11.8% | Added |
| Total Clarity Wealth Management, Inc. | 21,445 | $1.68M | 0.85% | +88+0.4% | Added |
| RB Capital Management, LLC | 21,512 | $1.68M | 0.61% | +666+3.2% | Added |
| Vestcor Inc | 21,623 | $1.69M | 0.06% | −5,861−21.3% | Reduced |
| D.B. Root & Company, LLC | 21,671 | $1.69M | 0.72% | +63+0.3% | Added |
| Independent Financial Group, LLC | 22,672 | $1.77M | 0.15% | +7,446+48.9% | Added |
| Captrust Financial Advisors | 23,011 | $1.80M | 0.01% | +1,543+7.2% | Added |
| Wealthfront Advisers LLC | 23,087 | $1.80M | 0.01% | −523−2.2% | Reduced |
| Wealthcare Advisory Partners LLC | 23,118 | $1.81M | 0.09% | +305+1.3% | Added |
| Schroder Investment Management Group | 23,301 | $1.82M | 0.00% | −1,996−7.9% | Reduced |
| Janus Henderson Group PLC | 23,526 | $1.84M | 0.00% | −53,059−69.3% | Reduced |
| Atria Investments LLC | 23,650 | $1.85M | 0.04% | −817−3.3% | Reduced |
| TownSquare Capital, LLC | 23,738 | $1.86M | 0.05% | +17,203+263.2% | Added |
| Howe & Rusling Inc | 23,783 | $1.86M | 0.23% | +23,738+52,751.1% | Added |
| South Dakota Investment Council | 24,234 | $1.89M | 0.04% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 24,578 | $1.92M | 0.84% | +26+0.1% | Added |