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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, Q1 2021

Institutional positions in W. P. Carey Inc. as of Mar 31, 2021. 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
653
No complete 13F data for Q4 2020
Shares held
102.3M
No complete 13F data for Q4 2020
Total value
$7.25B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 653 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 heldQ1 2021: $7.25B
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, Q1 2021

Shares, value and share of portfolio for each institution holding W. P. Carey Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WPC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc24,794,601$1.75B0.05%––
BlackRock Inc.13,754,995$973.3M0.03%––
State Street Corp6,944,174$498.6M0.03%––
JPMorgan Chase & Co3,938,855$278.7M0.04%––
Geode Capital Management, LLC2,845,212$201.1M0.03%––
Dimensional Fund Advisors LP2,471,795$174.9M0.06%––
Legal & General Group Plc1,938,329$137.2M0.05%––
Northern Trust Corp1,850,659$131.0M0.02%––
Norges Bank1,750,610$123.9M0.03%––
UBS Group AG1,692,896$119.8M0.05%––
Massachusetts Financial Services Co1,550,042$109.7M0.03%––
APG Asset Management US Inc.1,410,000$99.8M0.69%––
UBS Asset Management Americas Inc1,358,568$96.1M0.04%––
Commonwealth Equity Services, LLC1,341,343$94.9M0.27%––
Charles Schwab Investment Management Inc1,229,776$87.0M0.03%––
Epoch Investment Partners, Inc.956,530$67.7M0.32%––
Morgan Stanley920,452$65.1M0.01%––
Sumitomo Mitsui Trust Holdings, Inc.783,560$55.4M0.03%––
Brown Advisory Inc754,571$53.4M0.09%––
Bank of New York Mellon Corp750,517$53.1M0.01%––
Swiss National Bank674,547$47.7M0.03%––
Bank of America Corp612,392$43.3M0.01%––
Brookfield Asset Management Inc.597,576$42.3M0.20%––
Price T Rowe Associates Inc596,249$42.2M0.00%––
Canada Pension Plan Investment Board594,465$42.1M0.05%––
Presima Inc.564,500$39.9M5.27%––
LPL Financial LLC538,300$38.1M0.04%––
Ameriprise Financial Inc528,396$37.5M0.01%––
Goldman Sachs Group Inc516,364$36.5M0.01%––
Wells Fargo & Company489,641$34.6M0.01%––
Renaissance Technologies LLC482,200$34.1M0.04%––
Nuveen Asset Management, LLC472,147$33.4M0.01%––
Advisors Capital Management, LLC445,496$31.5M1.11%––
Zacks Investment Management431,974$30.6M0.54%––
Royal Bank of Canada418,984$29.6M0.01%––
D. E. Shaw & Co., Inc.418,698$29.6M0.04%––
California Public Employees Retirement System410,625$29.1M0.02%––
Barclays PLC398,006$28.2M0.03%––
Two Sigma Advisers, LP391,000$27.7M0.08%––
Asset Management One Co.,Ltd.382,463$27.1M0.11%––
Citigroup Inc365,141$25.8M0.02%––
Credit Suisse AG362,881$25.7M0.02%––
Advisor Group Holdings, Inc.339,965$24.1M0.06%––
Geneos Wealth Management Inc.314,840$23.6M0.66%––
California State Teachers Retirement System319,483$22.6M0.03%––
Foundry Partners, LLC300,010$21.2M0.70%––
Public Employees Retirement System of Ohio295,101$20.9M0.08%––
Millennium Management LLC285,353$20.2M0.03%––
Envestnet Asset Management Inc273,998$19.4M0.01%––
Berkshire Asset Management LLC258,410$18.3M1.36%––
Parametric Portfolio Associates LLC234,979$16.6M0.01%––
Jane Street Group, LLC222,632$15.8M0.04%––
Centersquare Investment Management LLC218,792$15.5M0.18%––
STRS Ohio209,291$14.8M0.06%––
Tudor Investment Corp Et Al206,427$14.6M0.31%––
Crawford Investment Counsel Inc205,795$14.6M0.33%––
NN Investment Partners Holdings N.V.204,565$14.5M0.09%––
HighTower Advisors, LLC204,449$14.5M0.05%––
HRT Financial LP199,799$14.1M0.14%––
Cambridge Investment Research Advisors, Inc.197,973$14.0M0.08%––
State Board of Administration of Florida Retirement System194,204$13.7M0.03%––
Great West Life Assurance Co194,368$13.7M0.03%––
Rhumbline Advisers190,743$13.5M0.02%––
New York State Common Retirement Fund187,900$13.3M0.01%––
Amundi Asset Management US, Inc.186,624$13.2M0.01%––
Swedbank AB186,428$13.2M0.03%––
Nomura Asset Management Co Ltd182,995$12.9M0.08%––
Deutsche Bank AG182,520$12.9M0.01%––
WealthPLAN Partners, LLC168,358$12.7M0.98%––
Susquehanna International Group, LLP177,104$12.5M0.02%––
1832 Asset Management L.P.175,700$12.5M0.03%––
HSBC Holdings PLC172,680$12.2M0.02%––
Truist Financial Corp172,845$12.2M0.02%––
AMP Capital Investors Ltd165,131$11.7M0.06%––
Cbre Clarion Securities LLC161,800$11.4M0.23%––
Alliancebernstein L.P.160,891$11.4M0.01%––
Two Sigma Investments, LP160,171$11.3M0.03%––
Davenport & Co LLC154,685$10.9M0.10%––
Invesco Ltd.150,368$10.6M0.00%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.149,009$10.5M0.04%––
Balyasny Asset Management LLC145,579$10.3M0.06%––
BNP Paribas Arbitrage, SA139,024$9.84M0.02%––
Raymond James & Associates133,727$9.46M0.01%––
TruWealth Advisors, LLC133,137$9.42M1.28%––
Private Capital Advisors, Inc.133,040$9.41M1.76%––
Raymond James Financial Services Advisors, Inc.131,897$9.33M0.02%––
Allworth Financial LP127,321$9.01M0.19%––
Nordea Investment Management AB126,149$8.90M0.01%––
Morgan Dempsey Capital Management LLC118,378$8.38M2.65%––
Macquarie Group Ltd118,335$8.37M0.01%––
Franklin Resources Inc115,873$8.20M0.00%––
Eaton Vance Management112,047$7.93M0.01%––
Commerce Bank110,090$7.79M0.06%––
Mitsubishi UFJ Trust & Banking Corp107,628$7.62M0.02%––
Nicholas Company, Inc.105,015$7.43M0.14%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.97,978$6.93M0.05%––
Virginia Retirement Systems Et Al97,400$6.89M0.07%––
Neuberger Berman Group LLC93,563$6.62M0.01%––
Nisa Investment Advisors, LLC92,363$6.54M0.04%––
State of New Jersey Common Pension Fund D91,412$6.47M0.02%––