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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 60,703 | $4.74M | 0.09% | −1,644−2.6% | Reduced |
| Korea Investment CORP | 61,104 | $4.78M | 0.02% | +1,564+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 62,462 | $4.88M | 0.24% | +4,120+7.1% | Added |
| Forsta Ap-Fonden | 62,600 | $4.89M | 0.06% | +9,400+17.7% | Added |
| Colonial Trust Advisors | 63,308 | $4.95M | 0.61% | +5,203+9.0% | Added |
| Candriam Luxembourg S.C.A. | 63,919 | $5.00M | 0.03% | −70,699−52.5% | Reduced |
| Guardian Capital LP | 64,427 | $5.03M | 0.17% | −17,113−21.0% | Reduced |
| Employees Retirement System of Texas | 66,500 | $5.20M | 0.08% | +16,000+31.7% | Added |
| CIBC World Markets Corp | 67,058 | $5.24M | 0.04% | −17,841−21.0% | Reduced |
| Karpas Strategies, LLC | 67,156 | $5.25M | 1.84% | −216−0.3% | Reduced |
| Demars Financial Group, LLC | 68,571 | $5.36M | 2.96% | +3,007+4.6% | Added |
| Daiwa Securities Group Inc. | 68,974 | $5.39M | 0.04% | −472−0.7% | Reduced |
| Creative Planning | 69,976 | $5.47M | 0.01% | +2,719+4.0% | Added |
| Te Ahumairangi Investment Management Ltd | 71,078 | $5.55M | 0.87% | +665+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,578 | $5.59M | 0.03% | −32,978−31.5% | Reduced |
| Blair William & Co | 73,164 | $5.72M | 0.02% | −5,015−6.4% | Reduced |
| Ensign Peak Advisors, Inc | 73,555 | $5.75M | 0.01% | −27,180−27.0% | Reduced |
| State of Wisconsin Investment Board | 73,610 | $5.75M | 0.02% | +13,421+22.3% | Added |
| NewSquare Capital LLC | 75,805 | $5.92M | 0.74% | +7,009+10.2% | Added |
| Nisa Investment Advisors, LLC | 77,935 | $6.09M | 0.05% | +7,195+10.2% | Added |
| FMR LLC | 79,177 | $6.19M | 0.00% | −13,680−14.7% | Reduced |
| Oak Harvest Investment Services | 79,240 | $6.19M | 1.61% | +4,369+5.8% | Added |
| Sheets Smith Wealth Management | 80,057 | $6.26M | 0.98% | −3,404−4.1% | Reduced |
| Macquarie Group Ltd | 80,167 | $6.27M | 0.01% | +3,734+4.9% | Added |
| Cetera Advisor Networks LLC | 81,004 | $6.33M | 0.05% | +15,004+22.7% | Added |
| Toronto Dominion Bank | 81,587 | $6.37M | 0.01% | +16,816+26.0% | Added |
| EWG Elevate Inc. | 81,894 | $6.40M | 3.22% | −1,332−1.6% | Reduced |
| Aew Capital Management L P | 82,360 | $6.44M | 0.25% | +82,360 | New |
| Mutual Advisors, LLC | 83,915 | $6.56M | 0.29% | +1,466+1.8% | Added |
| Royal London Asset Management Ltd | 83,972 | $6.56M | 0.03% | +5,459+7.0% | Added |
| First Republic Investment Management, Inc. | 85,649 | $6.69M | 0.01% | −9,505−10.0% | Reduced |
| Sonora Investment Management Group, LLC | 86,934 | $6.79M | 0.62% | +19,797+29.5% | Added |
| Nicholas Company, Inc. | 87,435 | $6.83M | 0.15% | 00.0% | Unchanged |
| Mariner, LLC | 87,919 | $6.87M | 0.02% | +20,103+29.6% | Added |
| SOA Wealth Advisors, LLC. | 88,630 | $6.93M | 1.86% | −2,107−2.3% | Reduced |
| Andra AP-fonden | 89,300 | $6.98M | 0.21% | +33,800+60.9% | Added |
| Advocate Group LLC | 90,477 | $7.07M | 1.52% | +8,828+10.8% | Added |
| BNP Paribas Arbitrage, SA | 94,912 | $7.42M | 0.02% | +16,829+21.6% | Added |
| Crawford Investment Counsel Inc | 95,704 | $7.48M | 0.16% | −185,061−65.9% | Reduced |
| State of New Jersey Common Pension Fund D | 96,402 | $7.53M | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 97,490 | $7.62M | 0.22% | −1,643−1.7% | Reduced |
| Cetera Investment Advisers | 103,475 | $8.09M | 0.07% | +39,753+62.4% | Added |
| Hoylecohen, LLC | 104,636 | $8.18M | 0.81% | −300.0% | Reduced |
| Gateway Investment Advisers LLC | 107,320 | $8.39M | 0.10% | +114+0.1% | Added |
| Morgan Dempsey Capital Management LLC | 110,995 | $8.67M | 2.41% | +3,299+3.1% | Added |
| Treasurer of the State of North Carolina | 112,903 | $8.82M | 0.05% | +28,340+33.5% | Added |
| Carnegie Capital Asset Management, LLC | 114,074 | $8.91M | 0.38% | +71,538+168.2% | Added |
| Allworth Financial LP | 114,321 | $8.93M | 0.10% | +11,089+10.7% | Added |
| Victory Capital Management Inc | 114,758 | $8.97M | 0.01% | +24,634+27.3% | Added |
| Illinois Municipal Retirement Fund | 116,873 | $9.13M | 0.21% | −14,298−10.9% | Reduced |
| Verdence Capital Advisors LLC | 117,080 | $9.15M | 1.13% | +117,080 | New |
| Janney Montgomery Scott LLC | 118,133 | $9.23M | 0.04% | +2,134+1.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 118,918 | $9.29M | 0.02% | +5,513+4.9% | Added |
| Neuberger Berman Group LLC | 122,730 | $9.59M | 0.01% | −8,297−6.3% | Reduced |
| Cetera Advisors LLC | 124,909 | $9.76M | 0.18% | −15,531−11.1% | Reduced |
| DekaBank Deutsche Girozentrale | 125,557 | $9.77M | 0.03% | +11,882+10.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 126,100 | $9.86M | 0.04% | −136,574−52.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 128,082 | $10.0M | 0.19% | +10,217+8.7% | Added |
| MML Investors Services, LLC | 128,124 | $10.0M | 0.07% | +22,151+20.9% | Added |
| Guggenheim Capital LLC | 128,392 | $10.0M | 0.09% | +15,004+13.2% | Added |
| Commerce Bank | 128,443 | $10.0M | 0.08% | +4,000+3.2% | Added |
| Stony Point Wealth Management Inc. | 129,225 | $10.1M | 5.58% | +13,765+11.9% | Added |
| Pictet Asset Management SA | 131,112 | $10.2M | 0.01% | +3,168+2.5% | Added |
| TD Asset Management Inc | 131,759 | $10.3M | 0.01% | +10,121+8.3% | Added |
| Price T Rowe Associates Inc | 134,930 | $10.5M | 0.00% | +21,778+19.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 142,264 | $11.1M | 0.02% | −24,690−14.8% | Reduced |
| State of Alaska, Department of Revenue | 142,469 | $11.1M | 0.14% | −138−0.1% | Reduced |
| Private Capital Advisors, Inc. | 143,823 | $11.2M | 1.93% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 143,851 | $11.2M | 0.06% | +72,935+102.8% | Added |
| Cbre Clarion Securities LLC | 148,384 | $11.6M | 0.20% | −24,113−14.0% | Reduced |
| Alliancebernstein L.P. | 148,537 | $11.6M | 0.01% | −1,118−0.7% | Reduced |
| Citigroup Inc | 148,726 | $11.6M | 0.02% | −114,207−43.4% | Reduced |
| D. E. Shaw & Co., Inc. | 153,449 | $12.0M | 0.02% | +131,826+609.7% | Added |
| TruWealth Advisors, LLC | 155,757 | $12.2M | 1.19% | +3,080+2.0% | Added |
| Stifel Financial Corp | 168,173 | $13.1M | 0.02% | +2,594+1.6% | Added |
| Davenport & Co LLC | 170,852 | $13.4M | 0.11% | −7,267−4.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 171,235 | $13.4M | 0.04% | +17,312+11.2% | Added |
| Foundry Partners, LLC | 172,060 | $13.4M | 0.74% | −39,995−18.9% | Reduced |
| Handelsbanken Fonder AB | 189,321 | $14.8M | 0.09% | +37,788+24.9% | Added |
| STRS Ohio | 191,330 | $15.0M | 0.07% | +9,942+5.5% | Added |
| Bank of Montreal | 190,848 | $15.0M | 0.01% | +853+0.4% | Added |
| Truist Financial Corp | 196,298 | $15.3M | 0.03% | +2,765+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 198,657 | $15.5M | 0.04% | −3,244−1.6% | Reduced |
| New York State Common Retirement Fund | 205,867 | $16.1M | 0.02% | +19,899+10.7% | Added |
| State Board of Administration of Florida Retirement System | 212,769 | $16.6M | 0.04% | +1,280+0.6% | Added |
| Franklin Resources Inc | 217,251 | $17.0M | 0.01% | +18,762+9.5% | Added |
| Centersquare Investment Management LLC | 226,529 | $17.7M | 0.21% | −369,960−62.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 228,079 | $17.8M | 0.05% | −115,677−33.7% | Reduced |
| Rhumbline Advisers | 261,573 | $20.4M | 0.03% | +28,260+12.1% | Added |
| Swedbank AB | 262,039 | $20.5M | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 265,603 | $20.8M | 0.12% | +11,900+4.7% | Added |
| SEI Investments Co | 275,729 | $21.5M | 0.05% | +19,151+7.5% | Added |
| Renaissance Technologies LLC | 277,295 | $21.7M | 0.03% | +1,895+0.7% | Added |
| National Pension Service | 279,549 | $21.8M | 0.04% | +19,861+7.6% | Added |
| Great West Life Assurance Co | 279,445 | $21.9M | 0.06% | +22,580+8.8% | Added |
| Susquehanna International Group, LLP | 281,528 | $22.0M | 0.04% | +3,846+1.4% | Added |
| HighTower Advisors, LLC | 286,665 | $22.5M | 0.05% | −2,756−1.0% | Reduced |
| Amundi | 274,940 | $22.8M | 0.01% | +14,750+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 296,885 | $23.2M | 0.12% | −9,038−3.0% | Reduced |
| WealthPLAN Partners, LLC | 277,347 | $23.2M | 1.62% | +277,347 | New |