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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 36,576 | $2.86M | 0.05% | +2,300+6.7% | Added |
| Hilltop Partners LLC | 36,465 | $2.85M | 1.52% | +36,465 | New |
| Bensler, LLC | 36,297 | $2.84M | 0.63% | +255+0.7% | Added |
| Tectonic Advisors LLC | 35,773 | $2.80M | 0.43% | +8,304+30.2% | Added |
| Baird Financial Group, Inc. | 35,444 | $2.77M | 0.01% | −2,067−5.5% | Reduced |
| SG Americas Securities, LLC | 34,801 | $2.72M | 0.04% | +23,343+203.7% | Added |
| Weaver Consulting Group | 34,576 | $2.70M | 1.38% | −375−1.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2.69M | 2.09% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 34,308 | $2.68M | 0.05% | +1,500+4.6% | Added |
| Gradient Capital Advisors, LLC | 34,278 | $2.68M | 1.22% | +290+0.9% | Added |
| Pensionfund Sabic | 34,204 | $2.67M | 0.87% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 34,069 | $2.66M | 0.02% | −1,593−4.5% | Reduced |
| TFG Advisers LLC | 33,921 | $2.65M | 1.36% | +947+2.9% | Added |
| Paradiem, LLC | 33,896 | $2.65M | 0.98% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 33,041 | $2.58M | 0.27% | −317−1.0% | Reduced |
| SeaBridge Investment Advisors LLC | 32,688 | $2.55M | 0.91% | +1,475+4.7% | Added |
| Gulf International Bank (UK) Ltd | 32,478 | $2.54M | 0.04% | +250+0.8% | Added |
| Pinkerton Retirement Specialists, LLC | 32,379 | $2.53M | 0.55% | −8,654−21.1% | Reduced |
| Spirit of America Management Corp | 31,490 | $2.46M | 0.55% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 28,856 | $2.45M | 0.78% | −2,648−8.4% | Reduced |
| Weiss Asset Management LP | 30,000 | $2.34M | 0.11% | +30,000 | New |
| Thrivent Financial for Lutherans | 29,914 | $2.34M | 0.01% | −1,700−5.4% | Reduced |
| Investmark Advisory Group LLC | 29,687 | $2.32M | 1.72% | +1,047+3.7% | Added |
| Vident Investment Advisory, LLC | 29,575 | $2.31M | 0.09% | +1,208+4.3% | Added |
| First Trust Advisors LP | 29,499 | $2.31M | 0.00% | −54,677−65.0% | Reduced |
| M&T Bank Corp | 29,277 | $2.29M | 0.01% | −69−0.2% | Reduced |
| Qube Research & Technologies Ltd | 28,937 | $2.26M | 0.01% | −311,221−91.5% | Reduced |
| DnB Asset Management AS | 28,831 | $2.25M | 0.02% | −781−2.6% | Reduced |
| Herold Advisors, Inc. | 28,541 | $2.23M | 0.94% | +15+0.1% | Added |
| Ascent Group, LLC | 28,427 | $2.22M | 0.26% | −774−2.7% | Reduced |
| Excalibur Management Corp | 28,188 | $2.20M | 1.15% | +465+1.7% | Added |
| US Bancorp | 28,160 | $2.20M | 0.00% | +160+0.6% | Added |
| Marshall Wace, LLP | 27,889 | $2.18M | 0.01% | +16,689+149.0% | Added |
| Geneos Wealth Management Inc. | 27,881 | $2.18M | 0.13% | +840+3.1% | Added |
| Voya Investment Management LLC | 27,833 | $2.18M | 0.00% | −115,667−80.6% | Reduced |
| Gibson Wealth Advisors LLC | 27,909 | $2.14M | 0.04% | +27,466+6,200.0% | Added |
| Pathway Financial Advisers, LLC | 27,323 | $2.13M | 0.87% | +27,323 | New |
| Morse Asset Management, Inc | 27,240 | $2.13M | 0.77% | +325+1.2% | Added |
| Employees Provident Fund Board | 27,054 | $2.11M | 0.06% | −27,946−50.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 26,612 | $2.11M | 0.21% | +26,612 | New |
| CWM Advisors, LLC | 26,873 | $2.10M | 0.27% | +1,622+6.4% | Added |
| Truvestments Capital LLC | 26,581 | $2.08M | 1.17% | −659−2.4% | Reduced |
| Moors & Cabot, Inc. | 26,534 | $2.07M | 0.14% | −31−0.1% | Reduced |
| ProShare Advisors LLC | 26,501 | $2.07M | 0.01% | +1,299+5.2% | Added |
| Prairiewood Capital, LLC | 26,484 | $2.07M | 1.52% | +2,917+12.4% | Added |
| Stratos Wealth Advisors, LLC | 26,365 | $2.06M | 0.17% | −861−3.2% | Reduced |
| Quantbot Technologies LP | 26,074 | $2.04M | 0.15% | +25,128+2,656.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 25,762 | $2.01M | 0.08% | +1,018+4.1% | Added |
| Mountain Capital Investment Advisors, Inc | 25,049 | $2.01M | 0.92% | +4,456+21.6% | Added |
| Holocene Advisors, LP | 25,475 | $1.99M | 0.01% | +2,202+9.5% | Added |
| Wealthstar Advisors, LLC | 25,298 | $1.98M | 0.90% | −356−1.4% | Reduced |
| Griffin Asset Management, Inc. | 25,004 | $1.95M | 0.29% | +3,125+14.3% | Added |
| Associated Banc-Corp | 24,800 | $1.94M | 0.08% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 24,705 | $1.93M | 0.40% | −6,922−21.9% | Reduced |
| Community Capital Management, Inc. | 24,650 | $1.93M | 2.50% | −650−2.6% | Reduced |
| Horan Capital Advisors, LLC. | 24,578 | $1.92M | 0.84% | +26+0.1% | Added |
| South Dakota Investment Council | 24,234 | $1.89M | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 23,783 | $1.86M | 0.23% | +23,738+52,751.1% | Added |
| TownSquare Capital, LLC | 23,738 | $1.86M | 0.05% | +17,203+263.2% | Added |
| Atria Investments LLC | 23,650 | $1.85M | 0.04% | −817−3.3% | Reduced |
| Janus Henderson Group PLC | 23,526 | $1.84M | 0.00% | −53,059−69.3% | Reduced |
| Schroder Investment Management Group | 23,301 | $1.82M | 0.00% | −1,996−7.9% | Reduced |
| Wealthcare Advisory Partners LLC | 23,118 | $1.81M | 0.09% | +305+1.3% | Added |
| Wealthfront Advisers LLC | 23,087 | $1.80M | 0.01% | −523−2.2% | Reduced |
| Captrust Financial Advisors | 23,011 | $1.80M | 0.01% | +1,543+7.2% | Added |
| Independent Financial Group, LLC | 22,672 | $1.77M | 0.15% | +7,446+48.9% | Added |
| D.B. Root & Company, LLC | 21,671 | $1.69M | 0.72% | +63+0.3% | Added |
| Vestcor Inc | 21,623 | $1.69M | 0.06% | −5,861−21.3% | Reduced |
| RB Capital Management, LLC | 21,512 | $1.68M | 0.61% | +666+3.2% | Added |
| Total Clarity Wealth Management, Inc. | 21,445 | $1.68M | 0.85% | +88+0.4% | Added |
| Colonial Trust Co | 21,264 | $1.66M | 0.45% | +2,240+11.8% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.65M | 0.01% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 21,023 | $1.64M | 0.24% | −5,708−21.4% | Reduced |
| United Capital Financial Advisers, LLC | 20,983 | $1.64M | 0.01% | −538−2.5% | Reduced |
| Amalgamated Bank | 20,971 | $1.64M | 0.01% | +2,072+11.0% | Added |
| Public Sector Pension Investment Board | 20,694 | $1.62M | 0.01% | +5,794+38.9% | Added |
| Arete Wealth Advisors, LLC | 20,566 | $1.61M | 0.14% | +5,361+35.3% | Added |
| FLC Capital Advisors | 20,188 | $1.58M | 0.49% | +48+0.2% | Added |
| Triasima Portfolio Management inc. | 20,135 | $1.57M | 0.12% | −25,488−55.9% | Reduced |
| Lincoln National Corp | 19,808 | $1.55M | 0.04% | −2,176−9.9% | Reduced |
| Principal Financial Group Inc | 19,751 | $1.54M | 0.00% | −1,496−7.0% | Reduced |
| Paradigm Financial Partners, LLC | 19,121 | $1.54M | 0.45% | −1,021−5.1% | Reduced |
| Mackenzie Financial Corp | 19,638 | $1.53M | 0.00% | −2,877−12.8% | Reduced |
| Gamco Investors, Inc. Et Al | 19,600 | $1.53M | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 19,429 | $1.52M | 0.19% | −1,319−6.4% | Reduced |
| Sigma Planning Corp | 19,381 | $1.51M | 0.05% | −3,408−15.0% | Reduced |
| CWM, LLC | 19,262 | $1.50M | 0.01% | +2,091+12.2% | Added |
| Bennicas & Associates, Inc. | 19,195 | $1.50M | 0.87% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 18,970 | $1.48M | 1.08% | +75+0.4% | Added |
| Jane Street Group, LLC | 18,658 | $1.46M | 0.00% | −3,944−17.4% | Reduced |
| APG Asset Management N.V. | 18,388 | $1.44M | 0.00% | +11,831+180.4% | Added |
| DuPont Capital Management Corp | 18,294 | $1.43M | 0.07% | +4,920+36.8% | Added |
| Equitable Holdings, Inc. | 18,221 | $1.42M | 0.02% | −5,924−24.5% | Reduced |
| Two Sigma Investments, LP | 18,177 | $1.42M | 0.00% | −3,923−17.8% | Reduced |
| Sowell Financial Services LLC | 17,744 | $1.41M | 0.09% | +17,744 | New |
| SRS Capital Advisors, Inc. | 17,715 | $1.38M | 0.19% | +1,061+6.4% | Added |
| Merit Financial Group, LLC | 17,632 | $1.38M | 0.05% | +20.0% | Added |
| Alpha Omega Wealth Management LLC | 17,559 | $1.37M | 0.24% | −160−0.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 17,540 | $1.37M | 0.49% | +356+2.1% | Added |
| Integrated Wealth Concepts LLC | 17,270 | $1.35M | 0.04% | −944−5.2% | Reduced |