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 |
|---|---|---|---|---|---|
| JustInvest LLC | 9,339 | $729.8K | 0.03% | −9,000−49.1% | Reduced |
| Arbor Capital Management Inc | 9,322 | $729.2K | 0.65% | +105+1.1% | Added |
| Western Wealth Management, LLC | 9,265 | $724.1K | 0.07% | −9,926−51.7% | Reduced |
| DoubleLine ETF Adviser LP | 9,235 | $721.7K | 0.37% | +9,235 | New |
| McGlone Suttner Wealth Management, Inc. | 9,131 | $713.6K | 0.23% | +9,131 | New |
| Kovack Advisors, Inc. | 9,091 | $710.4K | 0.10% | +501+5.8% | Added |
| Kathmere Capital Management, LLC | 9,083 | $709.8K | 0.13% | −1,967−17.8% | Reduced |
| Comerica Bank | 8,414 | $706.0K | 0.01% | +518+6.6% | Added |
| E. Ohman J:or Asset Management AB | 9,000 | $703.4K | 0.03% | +400+4.7% | Added |
| All Season Financial Advisors, Inc. | 8,957 | $700.0K | 0.62% | +169+1.9% | Added |
| Arkadios Wealth Advisors | 8,883 | $694.2K | 0.09% | −677−7.1% | Reduced |
| Guyasuta Investment Advisors Inc | 8,848 | $691.5K | 0.05% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 8,804 | $688.0K | 0.31% | +8,804 | New |
| First Manhattan Co | 8,744 | $683.3K | 0.00% | −1,256−12.6% | Reduced |
| UMA Financial Services, Inc. | 7,977 | $676.1K | 0.18% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 8,631 | $674.5K | 0.01% | +1,497+21.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,629 | $674.4K | 0.03% | +442+5.4% | Added |
| Dudley Capital Management, LLC | 8,600 | $672.1K | 0.49% | +8,600 | New |
| Rainsberger Wealth Advisors, Inc. | 8,567 | $669.5K | 0.43% | +2,213+34.8% | Added |
| Family Legacy, Inc. | 7,905 | $669.1K | 0.29% | +1,534+24.1% | Added |
| Concord Wealth Partners | 8,548 | $668.0K | 0.20% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,539 | $667.3K | 0.02% | +8,539 | New |
| Manufacturers Life Insurance Company, The | 8,531 | $666.7K | 0.00% | +225+2.7% | Added |
| Laurel Wealth Advisors, Inc. | 8,488 | $663.0K | 0.07% | −10−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 8,389 | $655.6K | 0.05% | −4,968−37.2% | Reduced |
| Evergreen Capital Management LLC | 8,279 | $654.6K | 0.03% | +4,884+143.9% | Added |
| Syntegra Private Wealth Group, LLC | 8,360 | $653.5K | 0.13% | +8,360 | New |
| Ayrshire Capital Management LLC | 8,319 | $650.1K | 0.46% | +326+4.1% | Added |
| Landmark Financial Advisors, LLC | 8,253 | $645.0K | 0.30% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,228 | $643.0K | 0.03% | −14−0.2% | Reduced |
| Columbia Asset Management | 8,230 | $643.0K | 0.16% | −1,025−11.1% | Reduced |
| Boston Financial Mangement LLC | 8,220 | $642.4K | 0.03% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 8,205 | $641.0K | 0.42% | −239−2.8% | Reduced |
| Wealthspan Partners, LLC | 8,160 | $637.7K | 0.58% | +465+6.0% | Added |
| Norinchukin Bank, The | 7,973 | $623.1K | 0.01% | +1,157+17.0% | Added |
| Insight 2811, Inc. | 7,951 | $621.0K | 0.38% | +8+0.1% | Added |
| Assetmark, Inc | 7,946 | $621.0K | 0.00% | +439+5.8% | Added |
| Optimum Investment Advisors | 7,907 | $617.9K | 0.33% | −400−4.8% | Reduced |
| GWM Advisors LLC | 14,371 | $617.5K | 0.02% | +6,011+71.9% | Added |
| Investment Management Corp of Ontario | 7,883 | $616.1K | 0.03% | +7,883 | New |
| Tower Research Capital LLC (TRC) | 7,876 | $615.0K | 0.03% | −1,691−17.7% | Reduced |
| Campbell Wealth Management | 7,856 | $614.0K | 0.09% | +469+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 7,788 | $608.6K | 0.00% | −2,490−24.2% | Reduced |
| Daymark Wealth Partners, LLC | 7,777 | $607.8K | 0.11% | +7,777 | New |
| Benjamin F. Edwards & Company, Inc. | 7,765 | $607.0K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 7,693 | $601.2K | 0.04% | −549−6.7% | Reduced |
| Old National Bancorp | 7,684 | $601.0K | 0.02% | −298−3.7% | Reduced |
| We Are One Seven, LLC | 7,635 | $596.7K | 0.06% | +761+11.1% | Added |
| Archer Investment Corp | 7,553 | $590.3K | 0.23% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,485 | $585.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 7,416 | $580.0K | 0.51% | +11+0.1% | Added |
| Ethic Inc. | 7,414 | $579.4K | 0.03% | +1,476+24.9% | Added |
| MAI Capital Management | 7,403 | $578.5K | 0.01% | +2,348+46.4% | Added |
| Naviter Wealth, LLC | 6,770 | $573.8K | 0.16% | +1,617+31.4% | Added |
| Benedetti & Gucer, Inc. | 7,302 | $571.0K | 0.42% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,298 | $570.3K | 0.09% | +6,602+948.6% | Added |
| Personal Capital Advisors Corp | 7,284 | $569.2K | 0.00% | +559+8.3% | Added |
| Triumph Capital Management | 7,252 | $566.7K | 0.30% | +7,252 | New |
| Xponance, Inc. | 7,236 | $565.5K | 0.01% | +3,505+93.9% | Added |
| Lumature Wealth Partners, LLC | 7,200 | $562.7K | 0.31% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 7,141 | $558.1K | 0.00% | −93,138−92.9% | Reduced |
| Virtue Capital Management, LLC | 7,118 | $556.3K | 0.08% | +7,118 | New |
| Symphony Financial, Ltd. Co. | 7,021 | $555.6K | 0.15% | +19+0.3% | Added |
| Madden Securities Corp | 7,100 | $554.9K | 0.29% | 00.0% | Unchanged |
| Philadelphia Trust Co | 7,000 | $547.0K | 0.06% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,904 | $539.6K | 0.13% | +50+0.7% | Added |
| Resources Investment Advisors, LLC. | 6,893 | $538.7K | 0.02% | −1,289−15.8% | Reduced |
| Cullen Capital Management LLC | 6,815 | $532.6K | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 6,739 | $526.6K | 0.10% | −2,091−23.7% | Reduced |
| Highlander Capital Management, LLC | 6,725 | $526.0K | 0.28% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,724 | $525.5K | 0.07% | +72+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 6,718 | $525.0K | 0.10% | +2,328+53.0% | Added |
| LexAurum Advisors, LLC | 6,709 | $524.3K | 0.19% | +10.0% | Added |
| Sovereign Financial Group, Inc. | 6,707 | $524.2K | 0.21% | −99−1.5% | Reduced |
| Kaizen Financial Strategies | 6,301 | $523.8K | 0.52% | −794−11.2% | Reduced |
| Ignite Planners, LLC | 6,055 | $518.9K | 0.22% | +1,273+26.6% | Added |
| Glenmede Trust Co NA | 6,630 | $518.1K | 0.00% | −8,614−56.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 6,591 | $515.1K | 1.01% | +6,591 | New |
| Achmea Investment Management B.V. | 6,891 | $505.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,441 | $503.4K | 0.02% | −15−0.2% | Reduced |
| Teamwork Financial Advisors, LLC | 6,397 | $500.0K | 0.10% | +490+8.3% | Added |
| Round Rock Advisors, LLC | 6,379 | $498.5K | 0.20% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,345 | $495.9K | 0.00% | −1,744−21.6% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,265 | $490.0K | 0.56% | +32+0.5% | Added |
| DF Dent & Co Inc | 6,264 | $489.5K | 0.01% | +1,108+21.5% | Added |
| Penserra Capital Management LLC | 6,278 | $488.0K | 0.01% | +489+8.4% | Added |
| First Heartland Consultants, Inc. | 6,141 | $479.9K | 0.08% | +35+0.6% | Added |
| Jacobi Capital Management LLC | 6,112 | $477.7K | 0.06% | +20.0% | Added |
| Fisher Asset Management, LLC | 6,079 | $475.0K | 0.00% | −1,994−24.7% | Reduced |
| Clearview Wealth Advisors LLC | 6,077 | $474.9K | 0.37% | −23−0.4% | Reduced |
| Lazard Asset Management LLC | 6,064 | $472.0K | 0.00% | −39,220−86.6% | Reduced |
| Transatlantique Private Wealth LLC | 6,033 | $471.5K | 0.28% | +468+8.4% | Added |
| Knott David M Jr | 6,000 | $469.0K | 0.20% | −6,000−50.0% | Reduced |
| Cannon Global Investment Management, LLC | 6,000 | $469.0K | 0.70% | +6,000 | New |
| Kercheville Advisors, LLC | 6,000 | $468.9K | 0.32% | −50−0.8% | Reduced |
| H&H Retirement Design & Management INC | 5,630 | $468.1K | 0.40% | +69+1.2% | Added |
| Regions Financial Corp | 5,971 | $467.0K | 0.00% | −1,268−17.5% | Reduced |
| New England Research & Management, Inc. | 5,937 | $464.0K | 0.27% | +225+3.9% | Added |
| Buckingham Strategic Wealth, LLC | 5,925 | $463.0K | 0.01% | −1,107−15.7% | Reduced |
| Carret Asset Management, LLC | 5,824 | $455.0K | 0.06% | 00.0% | Unchanged |