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Livermore
Livermore
ZHEN

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
North Star Investment Management Corp.1,848$144.4K0.01%−285−13.4%Reduced
MBM Wealth Consultants, LLC1,761$140.0K0.07%+542+44.5%Added
Parallel Advisors, LLC1,786$139.6K0.01%−857−32.4%Reduced
Kelly Financial Services LLC1,784$139.4K0.07%00.0%Unchanged
Tradition Wealth Management, LLC1,680$131.0K0.02%+200+13.5%Added
Hanson & Doremus Investment Management1,669$130.0K0.03%−233−12.3%Reduced
Ossiam1,658$129.6K0.00%00.0%Unchanged
Central Trust Co1,599$125.0K0.00%+609+61.5%Added
MinichMacGregor Wealth Management, LLC1,526$119.3K0.04%+1,526New
Huntington National Bank1,517$118.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.1,483$116.0K0.02%00.0%Unchanged
MCF Advisors LLC1,432$112.8K0.01%+4+0.3%Added
Addison Advisors LLC1,412$110.3K0.07%−1,003−41.5%Reduced
Institutional & Family Asset Management, LLC1,319$103.1K0.02%00.0%Unchanged
WJ Interests, LLC1,316$102.8K0.09%+1,316New
PSI Advisors, LLC1,310$102.4K0.05%−200−13.2%Reduced
Rise Advisors, LLC1,303$101.8K0.08%+185+16.5%Added
Logan Capital Management Inc1,300$101.6K0.01%−500−27.8%Reduced
Richard W. Paul & Associates, LLC1,262$98.6K0.05%+1,262New
Mark Sheptoff Financial Planning, LLC1,238$96.8K0.06%+1,238New
Tobam1,223$96.0K0.01%+431+54.4%Added
Householder Group Estate & Retirement Specialist, LLC1,207$94.0K0.14%−38−3.1%Reduced
Tyler-Stone Wealth Management1,200$94.0K0.06%00.0%Unchanged
Avondale Wealth Management1,189$92.9K0.08%+700+143.1%Added
Caldwell Trust Co1,150$89.9K0.01%−48−4.0%Reduced
Bank of New Hampshire1,145$89.0K0.03%00.0%Unchanged
Brown Brothers Harriman & Co1,126$88.0K0.00%−373−24.9%Reduced
CoreCap Advisors, LLC1,121$87.6K0.01%+1,121New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,116$87.3K0.01%+137+14.0%Added
Whittier Trust Co1,100$86.0K0.00%00.0%Unchanged
Key Financial Inc1,227$85.6K0.04%00.0%Unchanged
TCI Wealth Advisors, Inc.1,059$82.8K0.01%−85−7.4%Reduced
Glassy Mountain Advisors, Inc.1,000$78.2K0.04%+1,000New
Kistler-Tiffany Companies, LLC974$76.1K0.02%00.0%Unchanged
Gradient Investments LLC934$73.0K0.00%−100−9.7%Reduced
Stonebridge Capital Advisors LLC920$71.9K0.01%00.0%Unchanged
Trustcore Financial Services, LLC916$71.6K0.01%00.0%Unchanged
JJJ Advisors Inc.839$70.4K0.02%−265−24.0%Reduced
Princeton Global Asset Management LLC869$68.0K0.02%00.0%Unchanged
Capital Analysts, LLC829$65.0K0.00%+130+18.6%Added
Ronald Blue Trust, Inc.918$64.0K0.00%+167+22.2%Added
Bank Julius Baer & Co. Ltd, Zurich800$63.0K0.00%+9+1.1%Added
Heritage Wealth Advisors804$62.8K0.00%00.0%Unchanged
Baldwin Brothers Inc800$62.5K0.01%00.0%Unchanged
Cedar Wealth Management, LLC800$62.5K0.03%00.0%Unchanged
Prestige Wealth Management Group LLC789$62.5K0.02%+789New
Quent Capital, LLC775$60.6K0.01%+223+40.4%Added
Sargent Bickham Lagudis LLC769$60.1K0.00%+9+1.2%Added
Cary Street Partners Asset Management LLC759$59.3K0.01%00.0%Unchanged
High Net Worth Advisory Group LLC747$58.4K0.02%00.0%Unchanged
Umb Bank N A740$57.0K0.00%00.0%Unchanged
Spire Wealth Management702$55.0K0.00%+1+0.1%Added
Barrett & Company, Inc.702$54.9K0.04%00.0%Unchanged
Tortoise Investment Management, LLC697$54.5K0.01%+220+46.1%Added
Quadrant Capital Group LLC694$54.2K0.01%−1,442−67.5%Reduced
TD Waterhouse Canada Inc.649$52.3K0.00%+55+9.3%Added
HHM Wealth Advisors, LLC642$50.2K0.01%00.0%Unchanged
Farther Finance Advisors, LLC632$49.4K0.02%+632New
Beacon Capital Management, LLC631$49.3K0.02%−226−26.4%Reduced
New England Capital Financial Advisors LLC583$48.9K0.03%+583New
Resurgent Financial Advisors LLC615$48.1K0.03%+615New
Strengthening Families & Communities, LLC606$47.0K0.03%+60+11.0%Added
McElhenny Sheffield Capital Management, LLC601$47.0K0.02%+601New
Altshuler Shaham Ltd590$46.1K0.00%−17−2.8%Reduced
Montag A & Associates Inc570$45.2K0.00%00.0%Unchanged
Roble, Belko & Company, Inc559$44.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC524$43.3K0.02%+524New
Ritter Daniher Financial Advisory LLC543$42.4K0.02%00.0%Unchanged
Ci Investments Inc.532$42.0K0.00%−1,386−72.3%Reduced
McIlrath & Eck, LLC529$41.3K0.01%+529New
City State Bank518$40.0K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.484$37.8K0.02%−1,345−73.5%Reduced
SJS Investment Consulting Inc.470$36.7K0.01%00.0%Unchanged
Wolff Wiese Magana LLC450$35.2K0.03%00.0%Unchanged
Cornerstone Management, Inc.437$34.2K0.01%00.0%Unchanged
Hexagon Capital Partners LLC424$33.1K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC411$32.1K0.01%+411New
Tompkins Financial Corp406$32.0K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.404$31.6K0.01%+29+7.7%Added
Dougherty Wealth Advisers LLC400$31.3K0.05%00.0%Unchanged
Laurel Wealth Advisors LLC396$30.9K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.394$30.8K0.01%+310+369.0%Added
Versant Capital Management, Inc379$29.6K0.01%00.0%Unchanged
Retirement Financial Solutions, LLC361$28.2K0.02%+361New
Cutler Group LP357$27.0K0.00%−363−50.4%Reduced
Semmax Financial Advisors Inc.316$27.0K0.01%00.0%Unchanged
Leonteq Securities AG337$26.3K0.00%+337New
Jones Financial Companies LLLP326$25.0K0.00%+326New
One Wealth Advisors, LLC319$24.9K0.01%+319New
Coastal Capital Group, Inc.345$24.1K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd302$24.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC300$23.4K0.00%−102−25.4%Reduced
Blume Capital Management, Inc.268$20.9K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC260$20.3K0.00%−9−3.3%Reduced
Cambridge Trust Co260$20.0K0.00%00.0%Unchanged
VitalStone Financial, LLC259$20.0K0.01%+259New
State of Wyoming250$19.5K0.01%−4−1.6%Reduced
JNBA Financial Advisors250$19.5K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.230$18.0K0.01%00.0%Unchanged
RFP Financial Group LLC227$17.7K0.01%+227New