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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
Cozad Asset Management Inc44,499$3.15M0.51%––
Forward Management, LLC45,000$3.18M0.64%––
Prudential Financial Inc45,229$3.20M0.00%––
Robeco Institutional Asset Management B.V.45,797$3.24M0.01%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund45,938$3.25M0.03%––
Hallmark Capital Management Inc46,361$3.28M0.29%––
Capital Square, LLC47,135$3.33M2.47%––
Private Advisor Group, LLC47,443$3.36M0.03%––
Qube Research & Technologies Ltd48,253$3.41M0.06%––
Cetera Investment Advisers49,027$3.47M0.07%––
Thrivent Financial for Lutherans50,235$3.56M0.01%––
Arizona State Retirement System50,572$3.58M0.03%––
Allegiant Private Advisors, LLC50,560$3.58M0.65%––
Janus Henderson Group PLC51,739$3.66M0.00%––
Mutual Advisors, LLC52,312$3.70M0.25%––
TD Asset Management Inc53,775$3.81M0.00%––
Wellington Shields Capital Management, LLC54,370$3.85M0.37%––
Citadel Advisors LLC55,115$3.90M0.00%––
Storebrand Asset Management AS55,126$3.90M0.02%––
Pensionfund DSM Netherlands55,300$3.91M0.52%––
Toronto Dominion Bank56,514$4.00M0.01%––
SOA Wealth Advisors, LLC.57,385$4.06M1.14%––
Korea Investment CORP57,500$4.07M0.01%––
Aviva PLC57,549$4.07M0.02%––
Karpas Strategies, LLC58,225$4.12M1.56%––
Standard Life Aberdeen plc59,251$4.19M0.01%––
SG Americas Securities, LLC59,413$4.20M0.03%––
Daiwa Securities Group Inc.60,303$4.27M0.03%––
Blair William & Co60,956$4.31M0.02%––
Dai-Ichi Life Insurance Company, Ltd64,028$4.53M0.06%––
Guggenheim Capital LLC64,578$4.57M0.03%––
Royal London Asset Management Ltd64,761$4.58M0.02%––
Treasurer of the State of North Carolina66,494$4.71M0.03%––
State of Alaska, Department of Revenue67,712$4.79M0.05%––
Te Ahumairangi Investment Management Ltd67,752$4.79M0.62%––
Stony Point Wealth Management Inc.68,983$4.88M3.45%––
Inspirion Wealth Advisors, LLC70,866$5.01M1.33%––
Forsta Ap-Fonden71,200$5.04M0.07%––
Rock Point Advisors, LLC73,504$5.20M1.62%––
Andra AP-fonden75,200$5.32M0.12%––
FMR LLC75,815$5.37M0.00%––
Sheets Smith Wealth Management79,043$5.59M0.82%––
Janney Montgomery Scott LLC80,087$5.67M0.03%––
Zurcher Kantonalbank (Zurich Cantonalbank)81,781$5.79M0.03%––
EWG Elevate Inc.81,836$5.79M2.56%––
Skandinaviska Enskilda Banken AB (publ)83,456$5.91M0.04%––
Employees Retirement System of Texas84,500$5.98M0.08%––
Pictet Asset Management Ltd86,095$6.09M0.01%––
Cullen/Frost Bankers, Inc.86,354$6.12M0.13%––
Exchange Traded Concepts, LLC87,028$6.16M0.23%––
State of Wisconsin Investment Board89,934$6.36M0.01%––
Gateway Investment Advisers LLC90,384$6.40M0.07%––
Cubist Systematic Strategies, LLC91,299$6.46M0.08%––
State of New Jersey Common Pension Fund D91,412$6.47M0.02%––
Nisa Investment Advisors, LLC92,363$6.54M0.04%––
Neuberger Berman Group LLC93,563$6.62M0.01%––
Virginia Retirement Systems Et Al97,400$6.89M0.07%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.97,978$6.93M0.05%––
Nicholas Company, Inc.105,015$7.43M0.14%––
Mitsubishi UFJ Trust & Banking Corp107,628$7.62M0.02%––
Commerce Bank110,090$7.79M0.06%––
Eaton Vance Management112,047$7.93M0.01%––
Franklin Resources Inc115,873$8.20M0.00%––
Macquarie Group Ltd118,335$8.37M0.01%––
Morgan Dempsey Capital Management LLC118,378$8.38M2.65%––
Nordea Investment Management AB126,149$8.90M0.01%––
Allworth Financial LP127,321$9.01M0.19%––
Raymond James Financial Services Advisors, Inc.131,897$9.33M0.02%––
Private Capital Advisors, Inc.133,040$9.41M1.76%––
TruWealth Advisors, LLC133,137$9.42M1.28%––
Raymond James & Associates133,727$9.46M0.01%––
BNP Paribas Arbitrage, SA139,024$9.84M0.02%––
Balyasny Asset Management LLC145,579$10.3M0.06%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.149,009$10.5M0.04%––
Invesco Ltd.150,368$10.6M0.00%––
Davenport & Co LLC154,685$10.9M0.10%––
Two Sigma Investments, LP160,171$11.3M0.03%––
Alliancebernstein L.P.160,891$11.4M0.01%––
Cbre Clarion Securities LLC161,800$11.4M0.23%––
AMP Capital Investors Ltd165,131$11.7M0.06%––
Truist Financial Corp172,845$12.2M0.02%––
HSBC Holdings PLC172,680$12.2M0.02%––
1832 Asset Management L.P.175,700$12.5M0.03%––
Susquehanna International Group, LLP177,104$12.5M0.02%––
WealthPLAN Partners, LLC168,358$12.7M0.98%––
Deutsche Bank AG182,520$12.9M0.01%––
Nomura Asset Management Co Ltd182,995$12.9M0.08%––
Swedbank AB186,428$13.2M0.03%––
Amundi Asset Management US, Inc.186,624$13.2M0.01%––
New York State Common Retirement Fund187,900$13.3M0.01%––
Rhumbline Advisers190,743$13.5M0.02%––
Great West Life Assurance Co194,368$13.7M0.03%––
State Board of Administration of Florida Retirement System194,204$13.7M0.03%––
Cambridge Investment Research Advisors, Inc.197,973$14.0M0.08%––
HRT Financial LP199,799$14.1M0.14%––
HighTower Advisors, LLC204,449$14.5M0.05%––
NN Investment Partners Holdings N.V.204,565$14.5M0.09%––
Crawford Investment Counsel Inc205,795$14.6M0.33%––
Tudor Investment Corp Et Al206,427$14.6M0.31%––
STRS Ohio209,291$14.8M0.06%––