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Livermore
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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.

Institutional holdersQ4 2022: 855 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ4 2022: $10.6B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$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.

Institutions holding WPC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaStar Capital Management, LLC3,679$287.5K0.03%−352−8.7%Reduced
Kingsview Wealth Management, LLC3,676$287.3K0.01%−616−14.4%Reduced
IAG Wealth Partners, LLC3,666$286.5K0.08%−6,148−62.6%Reduced
Silverlake Wealth Management LLC3,657$285.8K0.18%+2+0.1%Added
Signature Wealth Management Partners, LLC3,647$285.0K0.28%00.0%Unchanged
Raub Brock Capital Management LP3,640$284.5K0.06%00.0%Unchanged
Glassman Wealth Services3,627$283.4K0.05%+11+0.3%Added
Banque Cantonale Vaudoise3,600$281.0K0.01%00.0%Unchanged
New York Life Investment Management LLC3,578$279.6K0.00%−111−3.0%Reduced
Buckingham Strategic Partners3,561$278.4K0.02%−1,514−29.8%Reduced
Change Path, LLC3,563$278.0K0.02%+204+6.1%Added
MA Private Wealth3,545$277.0K0.07%00.0%Unchanged
Perennial Investment Advisors, LLC3,478$271.7K0.11%+313+9.9%Added
Beverly Hills Private Wealth, LLC3,400$265.7K0.12%+3,400New
Longfellow Investment Management Co LLC3,390$264.9K0.06%00.0%Unchanged
Oppenheimer & Co Inc3,385$264.5K0.01%−1,719−33.7%Reduced
Strategic Blueprint, LLC3,308$258.5K0.03%−1,623−32.9%Reduced
Armstrong Advisory Group, Inc3,300$257.9K0.03%+3,300New
Beacon Bridge Wealth Partners, LLC3,280$256.3K0.19%+3,280New
Archetype Wealth Partners3,276$256.0K0.07%00.0%Unchanged
Hilltop Holdings Inc.3,274$255.9K0.03%+50+1.6%Added
Essex Savings Bank3,271$255.6K0.09%−166−4.8%Reduced
Veritable, L.P.3,262$254.9K0.00%−247−7.0%Reduced
Eaton Financial Holdings Company, LLC3,219$251.5K0.22%+3,219New
Ritholtz Wealth Management3,215$251.3K0.01%−2,125−39.8%Reduced
Meeder Advisory Services, Inc.3,215$251.3K0.03%+3,215New
Pure Financial Advisors, Inc.3,209$250.8K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC3,207$250.6K0.17%−50−1.5%Reduced
Checchi Capital Advisers, LLC3,207$250.6K0.03%+3,207New
Patriot Financial Group Insurance Agency, LLC3,203$250.3K0.06%−18−0.6%Reduced
Fundamentun, LLC3,197$249.9K0.04%+3,197New
Avantax Planning Partners, Inc.3,126$244.3K0.01%00.0%Unchanged
M. Kulyk & Associates, LLC3,120$243.8K0.08%+94+3.1%Added
Intelligence Driven Advisers, LLC3,000$241.8K0.04%+3,000New
Schnieders Capital Management LLC3,082$240.9K0.06%−500−14.0%Reduced
Banque Pictet & Cie SA3,073$240.2K0.00%−107−3.4%Reduced
Glass Jacobson Investment Advisors llc3,050$238.4K0.12%+3,050New
Tokio Marine Asset Management Co Ltd3,023$236.2K0.02%+47+1.6%Added
Creative Financial Designs Inc3,021$236.1K0.03%+11+0.4%Added
Roof Eidam & Maycock3,000$234.4K0.08%−650−17.8%Reduced
Titleist Asset Management, Ltd.2,990$233.7K0.05%+13+0.4%Added
Canandaigua National Corp2,979$233.0K0.04%+2,979New
Walker Asset Management, LLC2,980$232.9K0.20%+17+0.6%Added
Signaturefd, LLC2,970$232.1K0.01%−938−24.0%Reduced
Keybank National Association2,966$231.8K0.00%−85−2.8%Reduced
Allied Investment Advisors, LLC2,945$230.2K0.07%00.0%Unchanged
Headinvest, LLC2,937$229.5K0.05%+15+0.5%Added
Guardian Wealth Advisors, LLC2,897$229.5K0.04%−63−2.1%Reduced
Brighton Jones LLC2,926$228.6K0.01%+2,926New
AXA S.A.2,915$227.8K0.00%+2,915New
Accurate Wealth Management, LLC2,815$226.2K0.08%−645−18.6%Reduced
Castle Rock Wealth Management, LLC2,655$226.0K0.10%+2,655New
Register Financial Advisors LLC2,889$225.8K0.14%+2,889New
Washington Trust Co2,888$225.7K0.01%00.0%Unchanged
Advisor Resource Council2,876$224.8K0.13%00.0%Unchanged
Dominguez Wealth Management Solutions, Inc.2,875$224.7K0.22%+2,875New
EPG Wealth Management LLC2,873$224.6K0.09%+2,873New
Unionview, LLC2,853$223.0K0.22%+2,853New
Conestoga Capital Advisors, LLC2,850$222.7K0.00%+2,850New
Concord Asset Management, LLC2,830$221.2K0.15%+2,830New
Chase Investment Counsel Corp2,834$221.0K0.14%−20,630−87.9%Reduced
Mission Wealth Management, LP2,814$219.9K0.01%+2,814New
Allie Family Office LLC2,800$218.8K0.18%+2,800New
Sunbelt Securities, Inc.2,799$218.8K0.04%+2,799New
Prism Advisors, Inc.2,791$218.1K0.08%+2,791New
Cary Street Partner Investment Advisory LLC2,788$217.9K0.02%00.0%Unchanged
Welch & Forbes LLC2,760$215.7K0.00%+2,760New
Duality Advisers, LP2,741$214.2K0.02%+2,741New
Motco2,738$214.0K0.02%−245−8.2%Reduced
Long Run Wealth Advisors, LLC2,734$213.7K0.08%+2,734New
Annex Advisory Services, LLC2,733$213.6K0.01%+2,733New
Federation des caisses Desjardins du Quebec2,722$212.7K0.00%00.0%Unchanged
Profund Advisors LLC2,694$210.5K0.01%−175−6.1%Reduced
Gator Capital Management, LLC2,660$207.9K0.15%+2,660New
Kestra Advisory Services, LLC2,647$206.9K0.00%+2,647New
Valmark Advisers, Inc.2,646$206.8K0.00%+2,646New
BCS Wealth Management2,639$206.0K0.09%+2,639New
Ameraudi Asset Management, Inc.2,620$204.8K0.09%+2,620New
Fiduciary Trust Co2,594$202.7K0.00%+2,594New
Sightline Wealth Advisors, LLC2,588$202.3K0.22%+2,588New
SignalPoint Asset Management, LLC2,581$202.0K0.07%+2,581New
Touchstone Capital, Inc.2,584$201.9K0.24%+2,584New
Trustmark National Bank Trust Department2,564$200.4K0.02%−1,122−30.4%Reduced
AllSquare Wealth Management LLC2,300$179.7K0.12%00.0%Unchanged
Bangor Savings Bank2,300$179.0K0.02%00.0%Unchanged
Benjamin Edwards Inc2,292$179.0K0.05%+204+9.8%Added
Ellevest, Inc.2,275$177.8K0.01%+254+12.6%Added
U.S. Capital Wealth Advisors, LLC2,267$177.2K0.01%+2,267New
Sandy Spring Bank2,240$175.1K0.01%−75−3.2%Reduced
Accel Wealth Management2,212$172.9K0.08%00.0%Unchanged
Baystate Wealth Management LLC2,180$170.0K0.02%+1,490+215.9%Added
BI Asset Management Fondsmaeglerselskab A/S2,162$169.0K0.00%+2,162New
American International Group, Inc.2,121$165.8K0.00%+115+5.7%Added
Pin Oak Investment Advisors Inc2,100$164.0K0.20%00.0%Unchanged
Focused Wealth Management, Inc2,073$162.0K0.03%+17+0.8%Added
Lindbrook Capital, LLC2,059$160.9K0.02%−47−2.2%Reduced
Salem Investment Counselors Inc1,926$152.6K0.01%−9−0.5%Reduced
South State Corp.1,928$150.7K0.01%+121+6.7%Added
Horan Securities, Inc.1,890$147.7K0.08%−32−1.7%Reduced
Sound Income Strategies, LLC1,853$144.8K0.02%+237+14.7%Added