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 |
|---|---|---|---|---|---|
| Community Capital Management, Inc. | 24,650 | $1.93M | 2.50% | −650−2.6% | Reduced |
| V Wealth Advisors LLC | 24,705 | $1.93M | 0.40% | −6,922−21.9% | Reduced |
| Associated Banc-Corp | 24,800 | $1.94M | 0.08% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 25,004 | $1.95M | 0.29% | +3,125+14.3% | Added |
| Wealthstar Advisors, LLC | 25,298 | $1.98M | 0.90% | −356−1.4% | Reduced |
| Holocene Advisors, LP | 25,475 | $1.99M | 0.01% | +2,202+9.5% | Added |
| Mountain Capital Investment Advisors, Inc | 25,049 | $2.01M | 0.92% | +4,456+21.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 25,762 | $2.01M | 0.08% | +1,018+4.1% | Added |
| Quantbot Technologies LP | 26,074 | $2.04M | 0.15% | +25,128+2,656.2% | Added |
| Stratos Wealth Advisors, LLC | 26,365 | $2.06M | 0.17% | −861−3.2% | Reduced |
| Prairiewood Capital, LLC | 26,484 | $2.07M | 1.52% | +2,917+12.4% | Added |
| ProShare Advisors LLC | 26,501 | $2.07M | 0.01% | +1,299+5.2% | Added |
| Moors & Cabot, Inc. | 26,534 | $2.07M | 0.14% | −31−0.1% | Reduced |
| Truvestments Capital LLC | 26,581 | $2.08M | 1.17% | −659−2.4% | Reduced |
| CWM Advisors, LLC | 26,873 | $2.10M | 0.27% | +1,622+6.4% | Added |
| Robertson Stephens Wealth Management, LLC | 26,612 | $2.11M | 0.21% | +26,612 | New |
| Employees Provident Fund Board | 27,054 | $2.11M | 0.06% | −27,946−50.8% | Reduced |
| Morse Asset Management, Inc | 27,240 | $2.13M | 0.77% | +325+1.2% | Added |
| Pathway Financial Advisers, LLC | 27,323 | $2.13M | 0.87% | +27,323 | New |
| Gibson Wealth Advisors LLC | 27,909 | $2.14M | 0.04% | +27,466+6,200.0% | Added |
| Voya Investment Management LLC | 27,833 | $2.18M | 0.00% | −115,667−80.6% | Reduced |
| Geneos Wealth Management Inc. | 27,881 | $2.18M | 0.13% | +840+3.1% | Added |
| Marshall Wace, LLP | 27,889 | $2.18M | 0.01% | +16,689+149.0% | Added |
| US Bancorp | 28,160 | $2.20M | 0.00% | +160+0.6% | Added |
| Excalibur Management Corp | 28,188 | $2.20M | 1.15% | +465+1.7% | Added |
| Ascent Group, LLC | 28,427 | $2.22M | 0.26% | −774−2.7% | Reduced |
| Herold Advisors, Inc. | 28,541 | $2.23M | 0.94% | +15+0.1% | Added |
| DnB Asset Management AS | 28,831 | $2.25M | 0.02% | −781−2.6% | Reduced |
| Qube Research & Technologies Ltd | 28,937 | $2.26M | 0.01% | −311,221−91.5% | Reduced |
| M&T Bank Corp | 29,277 | $2.29M | 0.01% | −69−0.2% | Reduced |
| First Trust Advisors LP | 29,499 | $2.31M | 0.00% | −54,677−65.0% | Reduced |
| Vident Investment Advisory, LLC | 29,575 | $2.31M | 0.09% | +1,208+4.3% | Added |
| Investmark Advisory Group LLC | 29,687 | $2.32M | 1.72% | +1,047+3.7% | Added |
| Thrivent Financial for Lutherans | 29,914 | $2.34M | 0.01% | −1,700−5.4% | Reduced |
| Weiss Asset Management LP | 30,000 | $2.34M | 0.11% | +30,000 | New |
| Lakeview Capital Partners, LLC | 28,856 | $2.45M | 0.78% | −2,648−8.4% | Reduced |
| Spirit of America Management Corp | 31,490 | $2.46M | 0.55% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 32,379 | $2.53M | 0.55% | −8,654−21.1% | Reduced |
| Gulf International Bank (UK) Ltd | 32,478 | $2.54M | 0.04% | +250+0.8% | Added |
| SeaBridge Investment Advisors LLC | 32,688 | $2.55M | 0.91% | +1,475+4.7% | Added |
| M Holdings Securities, Inc. | 33,041 | $2.58M | 0.27% | −317−1.0% | Reduced |
| Paradiem, LLC | 33,896 | $2.65M | 0.98% | 00.0% | Unchanged |
| TFG Advisers LLC | 33,921 | $2.65M | 1.36% | +947+2.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 34,069 | $2.66M | 0.02% | −1,593−4.5% | Reduced |
| Pensionfund Sabic | 34,204 | $2.67M | 0.87% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 34,278 | $2.68M | 1.22% | +290+0.9% | Added |
| IFM Investors Pty Ltd | 34,308 | $2.68M | 0.05% | +1,500+4.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.69M | 2.09% | 00.0% | Unchanged |
| Weaver Consulting Group | 34,576 | $2.70M | 1.38% | −375−1.1% | Reduced |
| SG Americas Securities, LLC | 34,801 | $2.72M | 0.04% | +23,343+203.7% | Added |
| Baird Financial Group, Inc. | 35,444 | $2.77M | 0.01% | −2,067−5.5% | Reduced |
| Tectonic Advisors LLC | 35,773 | $2.80M | 0.43% | +8,304+30.2% | Added |
| Bensler, LLC | 36,297 | $2.84M | 0.63% | +255+0.7% | Added |
| Hilltop Partners LLC | 36,465 | $2.85M | 1.52% | +36,465 | New |
| Utah Retirement Systems | 36,576 | $2.86M | 0.05% | +2,300+6.7% | Added |
| Pensionfund DSM Netherlands | 36,800 | $2.88M | 2.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 38,350 | $3.04M | 0.09% | +787+2.1% | Added |
| Capital Square, LLC | 39,177 | $3.06M | 2.77% | −1,311−3.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,634 | $3.10M | 0.04% | −9,300−19.0% | Reduced |
| GSI Capital Advisors LLC | 40,012 | $3.13M | 1.89% | −12,738−24.1% | Reduced |
| Bahl & Gaynor Inc | 40,144 | $3.14M | 0.02% | −809−2.0% | Reduced |
| Presima Inc. | 41,200 | $3.22M | 0.93% | −3,700−8.2% | Reduced |
| Teacher Retirement System of Texas | 41,447 | $3.24M | 0.02% | +13,778+49.8% | Added |
| D L Carlson Investment Group Inc | 42,123 | $3.29M | 0.71% | −2,374−5.3% | Reduced |
| TriaGen Wealth Management LLC | 42,298 | $3.31M | 1.84% | −1,450−3.3% | Reduced |
| Nissay Asset Management Corp | 42,692 | $3.34M | 0.03% | +449+1.1% | Added |
| Bramshill Investments, LLC | 42,742 | $3.34M | 0.39% | −364−0.8% | Reduced |
| CI Private Wealth, LLC | 43,390 | $3.39M | 0.01% | +43,390 | New |
| The PNC Financial Services Group, Inc. | 43,545 | $3.40M | 0.00% | +611+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,625 | $3.41M | 0.07% | +4,114+10.4% | Added |
| Belpointe Asset Management LLC | 43,828 | $3.43M | 0.21% | +15,243+53.3% | Added |
| Agf Management Ltd | 43,846 | $3.43M | 0.02% | +43,846 | New |
| Cyndeo Wealth Partners, LLC | 44,285 | $3.46M | 0.41% | +44,285 | New |
| Fuller & Thaler Asset Management, Inc. | 44,282 | $3.46M | 0.02% | +5,165+13.2% | Added |
| 1832 Asset Management L.P. | 45,154 | $3.53M | 0.01% | −76,733−63.0% | Reduced |
| Rench Wealth Management, Inc. | 45,216 | $3.53M | 1.80% | +1,431+3.3% | Added |
| XML Financial, LLC | 46,197 | $3.61M | 0.45% | +8,106+21.3% | Added |
| KBC Group NV | 46,263 | $3.62M | 0.02% | +26,670+136.1% | Added |
| Aviva PLC | 46,508 | $3.63M | 0.02% | −33,278−41.7% | Reduced |
| USS Investment Management Ltd | 46,884 | $3.66M | 0.05% | +2,970+6.8% | Added |
| Rock Point Advisors, LLC | 47,026 | $3.67M | 1.27% | −430−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 47,577 | $3.72M | 0.05% | +2,394+5.3% | Added |
| Cozad Asset Management Inc | 47,861 | $3.74M | 0.53% | +1,196+2.6% | Added |
| Brown, Lisle/Cummings, Inc. | 48,183 | $3.77M | 2.02% | +2,175+4.7% | Added |
| AQR Capital Management LLC | 49,682 | $3.87M | 0.01% | −40,762−45.1% | Reduced |
| Wellington Shields Capital Management, LLC | 49,562 | $3.87M | 0.47% | +1,241+2.6% | Added |
| Citadel Advisors LLC | 51,713 | $4.04M | 0.00% | +43,411+522.9% | Added |
| National Bank of Canada | 52,193 | $4.08M | 0.01% | +51,373+6,265.0% | Added |
| Atria Wealth Solutions, Inc. | 52,661 | $4.12M | 0.07% | −420−0.8% | Reduced |
| Hallmark Capital Management Inc | 53,686 | $4.20M | 0.39% | +828+1.6% | Added |
| Arizona State Retirement System | 54,604 | $4.27M | 0.04% | +1,644+3.1% | Added |
| Meritage Portfolio Management | 54,749 | $4.28M | 0.33% | +1,929+3.7% | Added |
| AE Wealth Management LLC | 54,776 | $4.28M | 0.03% | +2,231+4.2% | Added |
| Standard Life Aberdeen plc | 55,112 | $4.31M | 0.01% | −4,794−8.0% | Reduced |
| Van Eck Associates Corp | 55,975 | $4.37M | 0.01% | +5,149+10.1% | Added |
| AdvisorNet Financial, Inc | 56,383 | $4.41M | 0.43% | +923+1.7% | Added |
| Hantz Financial Services, Inc. | 56,476 | $4.41M | 0.13% | +1,912+3.5% | Added |
| Inspirion Wealth Advisors, LLC | 57,424 | $4.49M | 0.95% | −5,020−8.0% | Reduced |
| Romano Brothers and Company | 57,985 | $4.53M | 0.69% | +725+1.3% | Added |
| Mercer Global Advisors Inc | 59,163 | $4.62M | 0.02% | −1,336−2.2% | Reduced |