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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 16,979 | $1.33M | 0.01% | −2,031−10.7% | Reduced |
| Argent Trust Co | 16,902 | $1.32M | 0.09% | +1,742+11.5% | Added |
| Harbor Investment Advisory, LLC | 16,733 | $1.31M | 0.20% | +2,776+19.9% | Added |
| Founders Financial Alliance, LLC | 16,629 | $1.30M | 0.60% | +299+1.8% | Added |
| Richard P Slaughter Associates Inc | 16,437 | $1.28M | 0.41% | +692+4.4% | Added |
| Panagora Asset Management Inc | 16,274 | $1.27M | 0.01% | −171−1.0% | Reduced |
| Westpac Banking Corp | 16,244 | $1.27M | 0.02% | +662+4.2% | Added |
| Maryland State Retirement & Pension System | 16,211 | $1.27M | 0.04% | +16,211 | New |
| Flagship Private Wealth, LLC | 15,948 | $1.25M | 1.16% | −568−3.4% | Reduced |
| IHT Wealth Management, LLC | 15,929 | $1.24M | 0.08% | +3,806+31.4% | Added |
| Stratos Wealth Partners, LTD. | 15,815 | $1.24M | 0.03% | +1,516+10.6% | Added |
| Wellington Shields & Co., LLC | 15,633 | $1.22M | 0.28% | −1,996−11.3% | Reduced |
| Private Trust Co NA | 15,627 | $1.22M | 0.18% | +7,651+95.9% | Added |
| PFG Advisors | 15,608 | $1.22M | 0.12% | +5,539+55.0% | Added |
| Monument Capital Management | 15,595 | $1.22M | 0.42% | −6,069−28.0% | Reduced |
| Seeyond | 15,584 | $1.22M | 0.12% | −30,193−66.0% | Reduced |
| Intech Investment Management LLC | 15,522 | $1.21M | 0.01% | −167−1.1% | Reduced |
| C2C Wealth Management, LLC | 14,613 | $1.21M | 0.21% | +675+4.8% | Added |
| Alaska Permanent Fund Corp | 15,500 | $1.21M | 0.02% | +50+0.3% | Added |
| Texas Yale Capital Corp. | 15,475 | $1.21M | 0.07% | −91−0.6% | Reduced |
| Little House Capital LLC | 15,414 | $1.20M | 0.60% | +249+1.6% | Added |
| Beacon Investment Advisory Services, Inc. | 15,319 | $1.20M | 0.06% | +481+3.2% | Added |
| Austin Private Wealth, LLC | 15,278 | $1.19M | 0.21% | −5,515−26.5% | Reduced |
| Bessemer Group Inc | 15,235 | $1.19M | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,101 | $1.18M | 0.11% | −1,252−7.7% | Reduced |
| Elo Mutual Pension Insurance Co | 14,865 | $1.16M | 0.04% | +379+2.6% | Added |
| Aurora Private Wealth, Inc. | 14,782 | $1.16M | 1.32% | −894−5.7% | Reduced |
| HBW Advisory Services LLC | 14,734 | $1.15M | 0.31% | −499−3.3% | Reduced |
| Perigon Wealth Management, LLC | 14,513 | $1.13M | 0.07% | +5,851+67.5% | Added |
| LGT Financial Advisors LLC | 14,432 | $1.13M | 1.33% | +14,432 | New |
| RMB Capital Management, LLC | 14,363 | $1.12M | 0.04% | +197+1.4% | Added |
| CIC Wealth, LLC | 14,355 | $1.12M | 0.46% | +14,355 | New |
| Advisory Services Network, LLC | 14,354 | $1.12M | 0.03% | −2,098−12.8% | Reduced |
| GoalVest Advisory LLC | 14,230 | $1.11M | 0.72% | +1,495+11.7% | Added |
| Fiera Capital Corp | 14,206 | $1.11M | 0.00% | +1,000+7.6% | Added |
| Global Retirement Partners, LLC | 14,025 | $1.10M | 0.08% | +2,721+24.1% | Added |
| Madison Wealth Management | 14,000 | $1.09M | 0.25% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,963 | $1.09M | 0.01% | +1,717+14.0% | Added |
| Laraway Financial Inc | 13,701 | $1.07M | 1.12% | +13,701 | New |
| Stephens Inc | 13,492 | $1.05M | 0.02% | −796−5.6% | Reduced |
| Lockheed Martin Investment Management Co | 13,475 | $1.05M | 0.07% | +1,500+12.5% | Added |
| Money Concepts Capital Corp | 13,459 | $1.05M | 0.05% | +2,279+20.4% | Added |
| NEIRG Wealth Management, LLC | 13,381 | $1.05M | 0.20% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,297 | $1.04M | 0.08% | +1,044+8.5% | Added |
| Horizon Kinetics Asset Management LLC | 13,200 | $1.03M | 0.02% | +700+5.6% | Added |
| Ted Buchan & Co | 13,177 | $1.03M | 0.95% | +13,177 | New |
| Group One Trading, L.P. | 13,067 | $1.02M | 0.03% | +2,515+23.8% | Added |
| Natixis Advisors, L.P. | 13,035 | $1.02M | 0.00% | +337+2.7% | Added |
| 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 |
| Heirloom Wealth Management | 12,841 | $1.00M | 0.63% | +12,841 | New |
| MKT Advisors LLC | 12,116 | $1.00M | 0.76% | +16+0.1% | Added |
| D.A. Davidson & Co. | 12,789 | $999.6K | 0.01% | −833−6.1% | Reduced |
| Cerity Partners LLC | 12,714 | $993.6K | 0.01% | +3,720+41.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,705 | $992.9K | 0.02% | 00.0% | Unchanged |
| Vista Investment Management | 12,625 | $986.6K | 0.56% | +806+6.8% | Added |
| Raymond James Trust N.A. | 12,589 | $984.0K | 0.03% | −152−1.2% | Reduced |
| Shell Asset Management Co | 12,411 | $970.0K | 0.04% | −3,146−20.2% | Reduced |
| Ameritas Advisory Services, LLC | 12,184 | $952.2K | 0.04% | +6,413+111.1% | Added |
| DFPG Investments, LLC | 11,393 | $942.9K | 0.16% | +6,507+133.2% | Added |
| Client 1st Advisory Group, LLC | 12,006 | $938.3K | 0.55% | +169+1.4% | Added |
| Berger Financial Group, Inc | 11,640 | $909.7K | 0.12% | +11,640 | New |
| Prudential PLC | 11,597 | $906.3K | 0.01% | +6,953+149.7% | Added |
| Focus Financial Network, Inc. | 11,396 | $902.7K | 0.07% | −97−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 11,541 | $901.9K | 0.20% | +11,541 | New |
| Herbst Group, LLC | 11,500 | $898.7K | 0.73% | +700+6.5% | Added |
| Nordea Investment Management AB | 11,501 | $896.5K | 0.00% | +489+4.4% | Added |
| Royal Fund Management, LLC | 11,445 | $894.4K | 0.15% | +417+3.8% | Added |
| Jeppson Wealth Management, LLC | 11,436 | $893.7K | 0.38% | +430+3.9% | Added |
| Erste Asset Management GmbH | 11,300 | $888.0K | 0.02% | +11,300 | New |
| Cooper Financial Group | 11,288 | $882.2K | 0.27% | −1,254−10.0% | Reduced |
| EP Wealth Advisors, LLC | 11,250 | $879.2K | 0.02% | −1,628−12.6% | Reduced |
| Wambolt & Associates, LLC | 11,180 | $873.7K | 0.34% | −65−0.6% | Reduced |
| Old Port Advisors | 11,019 | $861.1K | 0.32% | −120−1.1% | Reduced |
| Prudential Financial Inc | 10,916 | $853.1K | 0.00% | +1,624+17.5% | Added |
| Hudson Portfolio Management LLC | 10,777 | $842.2K | 0.93% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,765 | $841.3K | 0.06% | +109+1.0% | Added |
| Sawyer & Company, Inc | 10,710 | $837.0K | 0.41% | −185−1.7% | Reduced |
| Prudent Man Advisors, LLC | 10,677 | $834.0K | 0.34% | +424+4.1% | Added |
| Liberty One Investment Management, LLC | 10,589 | $827.5K | 0.12% | −470−4.2% | Reduced |
| Per Stirling Capital Management, LLC. | 10,547 | $824.2K | 0.15% | +10,547 | New |
| First National Bank of Mount Dora, Trust Investment Services | 10,400 | $813.0K | 0.27% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,397 | $812.5K | 0.01% | +1,130+12.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,350 | $808.9K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,344 | $808.4K | 0.04% | −28−0.3% | Reduced |
| International Assets Investment Management, LLC | 10,184 | $795.9K | 0.08% | +10,184 | New |
| Bank of Nova Scotia | 9,900 | $773.7K | 0.00% | −3,597−26.7% | Reduced |
| RFG Advisory, LLC | 9,224 | $772.8K | 0.04% | −9,171−49.9% | Reduced |
| Capital Investment Advisory Services, LLC | 9,865 | $771.0K | 0.09% | +172+1.8% | Added |
| Pinnacle Financial Partners Inc | 9,850 | $769.8K | 0.02% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 9,842 | $769.2K | 0.46% | −275−2.7% | Reduced |
| Insight Wealth Partners, LLC | 9,832 | $768.4K | 0.72% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 9,800 | $766.0K | 0.27% | −300−3.0% | Reduced |
| Peddock Capital Advisors, LLC | 9,783 | $764.5K | 0.30% | +1,642+20.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 9,712 | $759.0K | 0.08% | +44+0.5% | Added |
| First National Trust Co | 9,628 | $752.4K | 0.04% | 00.0% | Unchanged |
| Adams Wealth Management | 9,598 | $750.1K | 0.26% | +1,050+12.3% | Added |
| IFP Advisors, Inc | 12,560 | $738.0K | 0.02% | −1,472−10.5% | Reduced |
| Thoroughbred Financial Services, LLC | 9,370 | $732.0K | 0.12% | −978−9.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,355 | $731.1K | 0.01% | −4,713−33.5% | Reduced |