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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 5,792 | $453.0K | 0.03% | −2,030−26.0% | Reduced |
| Capital Investment Advisors, LLC | 5,792 | $453.0K | 0.01% | +148+2.6% | Added |
| Wetherby Asset Management Inc | 5,796 | $453.0K | 0.03% | −2,163−27.2% | Reduced |
| Brookstone Capital Management | 5,608 | $452.1K | 0.01% | +412+7.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,748 | $449.2K | 0.15% | +1,323+29.9% | Added |
| Avion Wealth | 6,364 | $444.0K | 0.14% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 5,660 | $442.4K | 0.50% | +617+12.2% | Added |
| Naples Global Advisors, LLC | 5,575 | $441.6K | 0.06% | −235−4.0% | Reduced |
| Avidian Wealth Solutions, LLC | 5,633 | $440.2K | 0.03% | +5,633 | New |
| Allspring Global Investments Holdings, LLC | 5,509 | $430.5K | 0.00% | −224−3.9% | Reduced |
| Gallacher Capital Management LLC | 5,505 | $430.2K | 0.26% | +5,505 | New |
| Caisse de Depot Et Placement du Quebec | 5,471 | $427.6K | 0.00% | +5,471 | New |
| L.M. Kohn & Company | 5,461 | $426.8K | 0.20% | −3,005−35.5% | Reduced |
| NewEdge Wealth, LLC | 5,402 | $422.2K | 0.02% | +1,981+57.9% | Added |
| SageView Advisory Group, LLC | 5,398 | $421.9K | 0.03% | +5,398 | New |
| Valeo Financial Advisors, LLC | 5,386 | $420.9K | 0.02% | −107−1.9% | Reduced |
| Widmann Financial Services, Inc. | 5,384 | $420.7K | 0.44% | +10.0% | Added |
| Woodward Diversified Capital, LLC | 5,380 | $420.4K | 0.34% | −897−14.3% | Reduced |
| Flagship Harbor Advisors, LLC | 5,369 | $419.6K | 0.04% | +19+0.4% | Added |
| Pathstone Family Office, LLC | 7,069 | $418.7K | 0.01% | +3,093+77.8% | Added |
| Detalus Advisors, LLC | 5,297 | $414.0K | 0.20% | 00.0% | Unchanged |
| Colony Group LLC | 5,269 | $412.0K | 0.01% | −7,115−57.5% | Reduced |
| Sequoia Financial Advisors, LLC | 5,219 | $407.9K | 0.01% | +522+11.1% | Added |
| David R. Rahn & Associates Inc. | 5,167 | $403.8K | 0.20% | +435+9.2% | Added |
| Mach-1 Financial Group, Inc. | 5,143 | $401.9K | 0.19% | +10.0% | Added |
| Lido Advisors, LLC | 5,126 | $400.6K | 0.01% | +34+0.7% | Added |
| MV Capital Management, Inc. | 5,083 | $397.2K | 0.06% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,000 | $396.1K | 0.16% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,067 | $396.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,059 | $395.4K | 0.07% | −391−7.2% | Reduced |
| Argent Advisors, Inc. | 5,058 | $395.3K | 0.20% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,058 | $395.3K | 0.01% | +5,058 | New |
| Raleigh Capital Management Inc. | 5,052 | $394.9K | 0.21% | +73+1.5% | Added |
| BTC Capital Management, Inc. | 5,044 | $394.2K | 0.05% | +388+8.3% | Added |
| Intrua Financial, LLC | 4,742 | $391.2K | 0.09% | −468−9.0% | Reduced |
| Summit Wealth Group, LLC | 4,953 | $387.0K | 0.41% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,947 | $386.6K | 0.34% | −221−4.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,899 | $383.0K | 0.06% | +141+3.0% | Added |
| Chapin Davis, Inc. | 4,872 | $380.7K | 0.22% | +4,872 | New |
| Harbour Investments, Inc. | 4,848 | $378.9K | 0.02% | +2,101+76.5% | Added |
| Gilbert & Cook, Inc. | 4,825 | $377.1K | 0.07% | +82+1.7% | Added |
| Prime Capital Investment Advisors, LLC | 4,811 | $376.0K | 0.01% | +730+17.9% | Added |
| XTX Topco Ltd | 4,800 | $375.1K | 0.08% | +4,800 | New |
| Clear Street Markets LLC | 4,800 | $375.0K | 0.08% | +200+4.3% | Added |
| Bridgefront Capital, LLC | 4,796 | $374.8K | 0.26% | +257+5.7% | Added |
| Diligent Investors, LLC | 4,770 | $372.8K | 0.12% | +11+0.2% | Added |
| Proequities, Inc. | 4,703 | $372.5K | 0.03% | +108+2.4% | Added |
| Joel Isaacson & Co., LLC | 4,735 | $370.0K | 0.03% | +50+1.1% | Added |
| MQS Management LLC | 4,708 | $367.9K | 0.25% | −8,554−64.5% | Reduced |
| Versor Investments LP | 4,687 | $366.3K | 0.03% | −16,199−77.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,686 | $366.2K | 0.09% | −4,203−47.3% | Reduced |
| Inspire Advisors, LLC | 4,647 | $363.2K | 0.09% | −17−0.4% | Reduced |
| ARGI Investment Services, LLC | 4,629 | $362.0K | 0.01% | +25+0.5% | Added |
| Kowal Investment Group, LLC | 4,563 | $356.6K | 0.11% | +337+8.0% | Added |
| 360 Financial, Inc. | 5,082 | $354.7K | 0.23% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,534 | $354.4K | 0.11% | −161−3.4% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $352.0K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,496 | $351.0K | 0.02% | +9+0.2% | Added |
| Thrive Wealth Management, LLC | 4,462 | $348.7K | 0.10% | +483+12.1% | Added |
| Alpha Cubed Investments, LLC | 4,450 | $347.8K | 0.03% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 4,435 | $346.6K | 0.15% | +44+1.0% | Added |
| Retirement Planning Co of New England, Inc. | 4,330 | $338.4K | 0.22% | +11+0.3% | Added |
| BOS Asset Management, LLC | 4,325 | $338.0K | 0.30% | +4,325 | New |
| Parsons Capital Management Inc | 4,300 | $336.0K | 0.03% | −400−8.5% | Reduced |
| MetLife Investment Management | 4,262 | $333.1K | 0.00% | +329+8.4% | Added |
| Fifth Third Bancorp | 4,243 | $331.6K | 0.00% | −788−15.7% | Reduced |
| Garrison Asset Management, LLC | 4,237 | $331.1K | 0.21% | +3+0.1% | Added |
| Vishria Bird Financial Group, LLC | 4,240 | $331.0K | 0.23% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,867 | $330.7K | 0.01% | −546−12.4% | Reduced |
| Van Hulzen Asset Management, LLC | 4,206 | $329.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,172 | $326.0K | 0.02% | +4,172 | New |
| Samalin Investment Counsel, LLC | 4,166 | $325.6K | 0.21% | +4,166 | New |
| B. Metzler seel. Sohn & Co. AG | 4,164 | $325.4K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,149 | $324.0K | 0.01% | −207−4.8% | Reduced |
| Aptus Capital Advisors, LLC | 4,130 | $322.8K | 0.01% | +258+6.7% | Added |
| San Luis Wealth Advisors LLC | 4,086 | $319.0K | 0.30% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,082 | $319.0K | 0.01% | +44+1.1% | Added |
| Coppell Advisory Solutions LLC | 4,055 | $316.9K | 0.11% | +4,055 | New |
| Coppell Advisory Solutions Corp. | 4,055 | $316.9K | 0.11% | +4,055 | New |
| CTC Capital Management, LLC | 4,000 | $312.6K | 0.38% | +4,000 | New |
| Monterey Private Wealth, Inc. | 3,983 | $311.3K | 0.17% | +113+2.9% | Added |
| Two Sigma Securities, LLC | 3,948 | $308.5K | 0.04% | −5,419−57.9% | Reduced |
| Mitchell Sinkler & Starr | 3,930 | $307.1K | 0.10% | +325+9.0% | Added |
| Aspire Wealth Management Corp | 3,912 | $305.7K | 0.27% | +32+0.8% | Added |
| Cambria Investment Management, L.P. | 3,906 | $305.3K | 0.03% | +3,906 | New |
| LVW Advisors, LLC | 3,905 | $305.2K | 0.06% | +3,905 | New |
| Fortitude Advisory Group L.L.C. | 3,898 | $304.6K | 0.26% | −9−0.2% | Reduced |
| Adams Asset Advisors, LLC | 3,864 | $302.0K | 0.04% | +3,864 | New |
| Snowden Capital Advisors LLC | 3,836 | $299.8K | 0.01% | −48−1.2% | Reduced |
| Warther Private Wealth, LLC | 3,809 | $297.7K | 0.22% | 00.0% | Unchanged |
| HM Payson & Co | 3,796 | $296.7K | 0.01% | 00.0% | Unchanged |
| TTP Investments, Inc. | 3,772 | $294.9K | 0.31% | −85−2.2% | Reduced |
| Plancorp, LLC | 3,770 | $294.6K | 0.02% | −72−1.9% | Reduced |
| Advisor Partners II, LLC | 3,764 | $294.2K | 0.02% | +334+9.7% | Added |
| Capital Asset Advisory Services LLC | 3,507 | $292.0K | 0.02% | −1,738−33.1% | Reduced |
| Provence Wealth Management Group | 3,730 | $291.5K | 0.24% | −236−6.0% | Reduced |
| Capital Planning Advisors, LLC | 3,721 | $290.8K | 0.07% | +62+1.7% | Added |
| Ausdal Financial Partners, Inc. | 3,721 | $290.8K | 0.04% | −589−13.7% | Reduced |
| Larson Financial Group LLC | 3,700 | $289.2K | 0.03% | +23+0.6% | Added |
| Cresset Asset Management, LLC | 4,136 | $288.9K | 0.00% | +4,136 | New |