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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 226 | $17.7K | 0.00% | +137+153.9% | Added |
| Thompson Siegel & Walmsley LLC | 203 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 201 | $16.0K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 200 | $16.0K | 0.01% | +200 | New |
| Goodman Advisory Group, LLC | 200 | $16.0K | 0.01% | +200 | New |
| Sittner & Nelson, LLC | 200 | $15.6K | 0.01% | −200−50.0% | Reduced |
| Emfo, LLC | 200 | $15.6K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $15.6K | 0.00% | +200 | New |
| Arcus Capital Partners, LLC | 197 | $15.4K | 0.01% | +197 | New |
| Citizens National Bank Trust Department | 195 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 185 | $14.0K | 0.01% | +185 | New |
| Endurance Wealth Management, Inc. | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 172 | $13.0K | 0.01% | +172 | New |
| Financial Perspectives, Inc | 158 | $12.3K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 158 | $12.0K | 0.01% | +8+5.3% | Added |
| Sugarloaf Wealth Management, LLC | 152 | $11.8K | 0.00% | +35+29.9% | Added |
| Byrne Asset Management LLC | 150 | $11.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 129 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $9.69K | 0.00% | −2−1.6% | Reduced |
| Affiance Financial, LLC | 123 | $9.61K | 0.00% | +123 | New |
| First Community Trust NA | 120 | $9.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $8.91K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 109 | $8.52K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $8.13K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $7.82K | 0.01% | +100 | New |
| Private Ocean, LLC | 92 | $7.19K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 83 | $6.58K | 0.00% | +83 | New |
| Private Advisor Group, LLC | 78,201 | $6.11K | 0.00% | +10,211+15.0% | Added |
| Zions Bancorporation, N.A. | 67 | $5.24K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 51 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 48 | $4.00K | 0.00% | +48 | New |
| Bartlett & Co. Wealth Management LLC | 48 | $3.80K | 0.00% | +48 | New |
| Insight Financial Services | 48 | $3.75K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 43 | $3.36K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 39 | $3.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $3.00K | 0.00% | −91−72.8% | Reduced |
| CVA Family Office, LLC | 35 | $2.73K | 0.00% | −25−41.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 31 | $2.42K | 0.00% | +31 | New |
| Delos Wealth Advisors, LLC | 27 | $2.15K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 29 | $2.00K | 0.00% | +29 | New |
| Fortis Capital Advisors, LLC | 21 | $1.64K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.09K | 0.00% | −14−50.0% | Reduced |
| Level Financial Advisors, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 11 | $871 | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 10 | $793 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $547 | 0.00% | −8−53.3% | Reduced |
| Glen Eagle Advisors, LLC | 6 | $469 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $23 | 0.00% | 0 | New |
| Natixis | 0 | $0 | 0.00% | −259,094−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −70,400−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −50,900−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −50,517−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −39,912−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −33,484−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,549−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −19,642−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −17,987−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −17,596−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,240−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −12,704−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −9,659−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −7,747−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,660−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −6,610−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Harrell Investment Partners, LLC | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,051−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −6,037−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −5,633−100.0% | Sold out |
| Presidio Capital Management, LLC | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,757−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −4,067−100.0% | Sold out |
| High Falls Advisors, Inc | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −3,327−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Woodstock Corp | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −600−100.0% | Sold out |