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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 124,909 | $9.76M | 0.18% | −15,531−11.1% | Reduced |
| Neuberger Berman Group LLC | 122,730 | $9.59M | 0.01% | −8,297−6.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 118,918 | $9.29M | 0.02% | +5,513+4.9% | Added |
| Janney Montgomery Scott LLC | 118,133 | $9.23M | 0.04% | +2,134+1.8% | Added |
| Verdence Capital Advisors LLC | 117,080 | $9.15M | 1.13% | +117,080 | New |
| Illinois Municipal Retirement Fund | 116,873 | $9.13M | 0.21% | −14,298−10.9% | Reduced |
| Victory Capital Management Inc | 114,758 | $8.97M | 0.01% | +24,634+27.3% | Added |
| Allworth Financial LP | 114,321 | $8.93M | 0.10% | +11,089+10.7% | Added |
| Carnegie Capital Asset Management, LLC | 114,074 | $8.91M | 0.38% | +71,538+168.2% | Added |
| Treasurer of the State of North Carolina | 112,903 | $8.82M | 0.05% | +28,340+33.5% | Added |
| Morgan Dempsey Capital Management LLC | 110,995 | $8.67M | 2.41% | +3,299+3.1% | Added |
| Gateway Investment Advisers LLC | 107,320 | $8.39M | 0.10% | +114+0.1% | Added |
| Hoylecohen, LLC | 104,636 | $8.18M | 0.81% | −300.0% | Reduced |
| Cetera Investment Advisers | 103,475 | $8.09M | 0.07% | +39,753+62.4% | Added |
| Exchange Traded Concepts, LLC | 97,490 | $7.62M | 0.22% | −1,643−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 96,402 | $7.53M | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 95,704 | $7.48M | 0.16% | −185,061−65.9% | Reduced |
| BNP Paribas Arbitrage, SA | 94,912 | $7.42M | 0.02% | +16,829+21.6% | Added |
| Advocate Group LLC | 90,477 | $7.07M | 1.52% | +8,828+10.8% | Added |
| Andra AP-fonden | 89,300 | $6.98M | 0.21% | +33,800+60.9% | Added |
| SOA Wealth Advisors, LLC. | 88,630 | $6.93M | 1.86% | −2,107−2.3% | Reduced |
| Mariner, LLC | 87,919 | $6.87M | 0.02% | +20,103+29.6% | Added |
| Nicholas Company, Inc. | 87,435 | $6.83M | 0.15% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 86,934 | $6.79M | 0.62% | +19,797+29.5% | Added |
| First Republic Investment Management, Inc. | 85,649 | $6.69M | 0.01% | −9,505−10.0% | Reduced |
| Royal London Asset Management Ltd | 83,972 | $6.56M | 0.03% | +5,459+7.0% | Added |
| Mutual Advisors, LLC | 83,915 | $6.56M | 0.29% | +1,466+1.8% | Added |
| Aew Capital Management L P | 82,360 | $6.44M | 0.25% | +82,360 | New |
| EWG Elevate Inc. | 81,894 | $6.40M | 3.22% | −1,332−1.6% | Reduced |
| Toronto Dominion Bank | 81,587 | $6.37M | 0.01% | +16,816+26.0% | Added |
| Cetera Advisor Networks LLC | 81,004 | $6.33M | 0.05% | +15,004+22.7% | Added |
| Macquarie Group Ltd | 80,167 | $6.27M | 0.01% | +3,734+4.9% | Added |
| Sheets Smith Wealth Management | 80,057 | $6.26M | 0.98% | −3,404−4.1% | Reduced |
| Oak Harvest Investment Services | 79,240 | $6.19M | 1.61% | +4,369+5.8% | Added |
| FMR LLC | 79,177 | $6.19M | 0.00% | −13,680−14.7% | Reduced |
| Nisa Investment Advisors, LLC | 77,935 | $6.09M | 0.05% | +7,195+10.2% | Added |
| NewSquare Capital LLC | 75,805 | $5.92M | 0.74% | +7,009+10.2% | Added |
| State of Wisconsin Investment Board | 73,610 | $5.75M | 0.02% | +13,421+22.3% | Added |
| Ensign Peak Advisors, Inc | 73,555 | $5.75M | 0.01% | −27,180−27.0% | Reduced |
| Blair William & Co | 73,164 | $5.72M | 0.02% | −5,015−6.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,578 | $5.59M | 0.03% | −32,978−31.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 71,078 | $5.55M | 0.87% | +665+0.9% | Added |
| Creative Planning | 69,976 | $5.47M | 0.01% | +2,719+4.0% | Added |
| Daiwa Securities Group Inc. | 68,974 | $5.39M | 0.04% | −472−0.7% | Reduced |
| Demars Financial Group, LLC | 68,571 | $5.36M | 2.96% | +3,007+4.6% | Added |
| Karpas Strategies, LLC | 67,156 | $5.25M | 1.84% | −216−0.3% | Reduced |
| CIBC World Markets Corp | 67,058 | $5.24M | 0.04% | −17,841−21.0% | Reduced |
| Employees Retirement System of Texas | 66,500 | $5.20M | 0.08% | +16,000+31.7% | Added |
| Guardian Capital LP | 64,427 | $5.03M | 0.17% | −17,113−21.0% | Reduced |
| Candriam Luxembourg S.C.A. | 63,919 | $5.00M | 0.03% | −70,699−52.5% | Reduced |
| Colonial Trust Advisors | 63,308 | $4.95M | 0.61% | +5,203+9.0% | Added |
| Forsta Ap-Fonden | 62,600 | $4.89M | 0.06% | +9,400+17.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 62,462 | $4.88M | 0.24% | +4,120+7.1% | Added |
| Korea Investment CORP | 61,104 | $4.78M | 0.02% | +1,564+2.6% | Added |
| Beacon Pointe Advisors, LLC | 60,703 | $4.74M | 0.09% | −1,644−2.6% | Reduced |
| Mercer Global Advisors Inc | 59,163 | $4.62M | 0.02% | −1,336−2.2% | Reduced |
| Romano Brothers and Company | 57,985 | $4.53M | 0.69% | +725+1.3% | Added |
| Inspirion Wealth Advisors, LLC | 57,424 | $4.49M | 0.95% | −5,020−8.0% | Reduced |
| Hantz Financial Services, Inc. | 56,476 | $4.41M | 0.13% | +1,912+3.5% | Added |
| AdvisorNet Financial, Inc | 56,383 | $4.41M | 0.43% | +923+1.7% | Added |
| Van Eck Associates Corp | 55,975 | $4.37M | 0.01% | +5,149+10.1% | Added |
| Standard Life Aberdeen plc | 55,112 | $4.31M | 0.01% | −4,794−8.0% | Reduced |
| AE Wealth Management LLC | 54,776 | $4.28M | 0.03% | +2,231+4.2% | Added |
| Meritage Portfolio Management | 54,749 | $4.28M | 0.33% | +1,929+3.7% | Added |
| Arizona State Retirement System | 54,604 | $4.27M | 0.04% | +1,644+3.1% | Added |
| Hallmark Capital Management Inc | 53,686 | $4.20M | 0.39% | +828+1.6% | Added |
| Atria Wealth Solutions, Inc. | 52,661 | $4.12M | 0.07% | −420−0.8% | Reduced |
| National Bank of Canada | 52,193 | $4.08M | 0.01% | +51,373+6,265.0% | Added |
| Citadel Advisors LLC | 51,713 | $4.04M | 0.00% | +43,411+522.9% | Added |
| Wellington Shields Capital Management, LLC | 49,562 | $3.87M | 0.47% | +1,241+2.6% | Added |
| AQR Capital Management LLC | 49,682 | $3.87M | 0.01% | −40,762−45.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 48,183 | $3.77M | 2.02% | +2,175+4.7% | Added |
| Cozad Asset Management Inc | 47,861 | $3.74M | 0.53% | +1,196+2.6% | Added |
| Avantax Advisory Services, Inc. | 47,577 | $3.72M | 0.05% | +2,394+5.3% | Added |
| Rock Point Advisors, LLC | 47,026 | $3.67M | 1.27% | −430−0.9% | Reduced |
| USS Investment Management Ltd | 46,884 | $3.66M | 0.05% | +2,970+6.8% | Added |
| Aviva PLC | 46,508 | $3.63M | 0.02% | −33,278−41.7% | Reduced |
| KBC Group NV | 46,263 | $3.62M | 0.02% | +26,670+136.1% | Added |
| XML Financial, LLC | 46,197 | $3.61M | 0.45% | +8,106+21.3% | Added |
| Rench Wealth Management, Inc. | 45,216 | $3.53M | 1.80% | +1,431+3.3% | Added |
| 1832 Asset Management L.P. | 45,154 | $3.53M | 0.01% | −76,733−63.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 44,282 | $3.46M | 0.02% | +5,165+13.2% | Added |
| Cyndeo Wealth Partners, LLC | 44,285 | $3.46M | 0.41% | +44,285 | New |
| Agf Management Ltd | 43,846 | $3.43M | 0.02% | +43,846 | New |
| Belpointe Asset Management LLC | 43,828 | $3.43M | 0.21% | +15,243+53.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,625 | $3.41M | 0.07% | +4,114+10.4% | Added |
| The PNC Financial Services Group, Inc. | 43,545 | $3.40M | 0.00% | +611+1.4% | Added |
| CI Private Wealth, LLC | 43,390 | $3.39M | 0.01% | +43,390 | New |
| Bramshill Investments, LLC | 42,742 | $3.34M | 0.39% | −364−0.8% | Reduced |
| Nissay Asset Management Corp | 42,692 | $3.34M | 0.03% | +449+1.1% | Added |
| TriaGen Wealth Management LLC | 42,298 | $3.31M | 1.84% | −1,450−3.3% | Reduced |
| D L Carlson Investment Group Inc | 42,123 | $3.29M | 0.71% | −2,374−5.3% | Reduced |
| Teacher Retirement System of Texas | 41,447 | $3.24M | 0.02% | +13,778+49.8% | Added |
| Presima Inc. | 41,200 | $3.22M | 0.93% | −3,700−8.2% | Reduced |
| Bahl & Gaynor Inc | 40,144 | $3.14M | 0.02% | −809−2.0% | Reduced |
| GSI Capital Advisors LLC | 40,012 | $3.13M | 1.89% | −12,738−24.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,634 | $3.10M | 0.04% | −9,300−19.0% | Reduced |
| Capital Square, LLC | 39,177 | $3.06M | 2.77% | −1,311−3.2% | Reduced |
| National Asset Management, Inc. | 38,350 | $3.04M | 0.09% | +787+2.1% | Added |
| Pensionfund DSM Netherlands | 36,800 | $2.88M | 2.00% | 00.0% | Unchanged |