W. P. Carey Inc.

WPC

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001025378

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $7.25B

Institutions holding WPC and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cubist Systematic Strategies, LLC	91,299	$6.46M	0.08%	–	–
Gateway Investment Advisers LLC	90,384	$6.40M	0.07%	–	–
State of Wisconsin Investment Board	89,934	$6.36M	0.01%	–	–
Exchange Traded Concepts, LLC	87,028	$6.16M	0.23%	–	–
Cullen/Frost Bankers, Inc.	86,354	$6.12M	0.13%	–	–
Pictet Asset Management Ltd	86,095	$6.09M	0.01%	–	–
Employees Retirement System of Texas	84,500	$5.98M	0.08%	–	–
Skandinaviska Enskilda Banken AB (publ)	83,456	$5.91M	0.04%	–	–
EWG Elevate Inc.	81,836	$5.79M	2.56%	–	–
Zurcher Kantonalbank (Zurich Cantonalbank)	81,781	$5.79M	0.03%	–	–
Janney Montgomery Scott LLC	80,087	$5.67M	0.03%	–	–
Sheets Smith Wealth Management	79,043	$5.59M	0.82%	–	–
FMR LLC	75,815	$5.37M	0.00%	–	–
Andra AP-fonden	75,200	$5.32M	0.12%	–	–
Rock Point Advisors, LLC	73,504	$5.20M	1.62%	–	–
Forsta Ap-Fonden	71,200	$5.04M	0.07%	–	–
Inspirion Wealth Advisors, LLC	70,866	$5.01M	1.33%	–	–
Stony Point Wealth Management Inc.	68,983	$4.88M	3.45%	–	–
Te Ahumairangi Investment Management Ltd	67,752	$4.79M	0.62%	–	–
State of Alaska, Department of Revenue	67,712	$4.79M	0.05%	–	–
Treasurer of the State of North Carolina	66,494	$4.71M	0.03%	–	–
Royal London Asset Management Ltd	64,761	$4.58M	0.02%	–	–
Guggenheim Capital LLC	64,578	$4.57M	0.03%	–	–
Dai-Ichi Life Insurance Company, Ltd	64,028	$4.53M	0.06%	–	–
Blair William & Co	60,956	$4.31M	0.02%	–	–
Daiwa Securities Group Inc.	60,303	$4.27M	0.03%	–	–
SG Americas Securities, LLC	59,413	$4.20M	0.03%	–	–
Standard Life Aberdeen plc	59,251	$4.19M	0.01%	–	–
Karpas Strategies, LLC	58,225	$4.12M	1.56%	–	–
Aviva PLC	57,549	$4.07M	0.02%	–	–
Korea Investment CORP	57,500	$4.07M	0.01%	–	–
SOA Wealth Advisors, LLC.	57,385	$4.06M	1.14%	–	–
Toronto Dominion Bank	56,514	$4.00M	0.01%	–	–
Pensionfund DSM Netherlands	55,300	$3.91M	0.52%	–	–
Storebrand Asset Management AS	55,126	$3.90M	0.02%	–	–
Citadel Advisors LLC	55,115	$3.90M	0.00%	–	–
Wellington Shields Capital Management, LLC	54,370	$3.85M	0.37%	–	–
TD Asset Management Inc	53,775	$3.81M	0.00%	–	–
Mutual Advisors, LLC	52,312	$3.70M	0.25%	–	–
Janus Henderson Group PLC	51,739	$3.66M	0.00%	–	–
Arizona State Retirement System	50,572	$3.58M	0.03%	–	–
Allegiant Private Advisors, LLC	50,560	$3.58M	0.65%	–	–
Thrivent Financial for Lutherans	50,235	$3.56M	0.01%	–	–
Cetera Investment Advisers	49,027	$3.47M	0.07%	–	–
Qube Research & Technologies Ltd	48,253	$3.41M	0.06%	–	–
Private Advisor Group, LLC	47,443	$3.36M	0.03%	–	–
Capital Square, LLC	47,135	$3.33M	2.47%	–	–
Hallmark Capital Management Inc	46,361	$3.28M	0.29%	–	–
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	45,938	$3.25M	0.03%	–	–
Robeco Institutional Asset Management B.V.	45,797	$3.24M	0.01%	–	–
Prudential Financial Inc	45,229	$3.20M	0.00%	–	–
Forward Management, LLC	45,000	$3.18M	0.64%	–	–
Cozad Asset Management Inc	44,499	$3.15M	0.51%	–	–
Bessemer Group Inc	44,000	$3.11M	0.01%	–	–
Bahl & Gaynor Inc	43,420	$3.07M	0.02%	–	–
Hoylecohen, LLC	43,354	$3.07M	0.31%	–	–
The PNC Financial Services Group, Inc.	43,054	$3.05M	0.00%	–	–
Teacher Retirement System of Texas	42,331	$3.00M	0.02%	–	–
Handelsbanken Fonder AB	42,207	$2.99M	0.02%	–	–
EP Wealth Advisors, LLC	41,811	$2.96M	0.09%	–	–
HighPoint Advisor Group LLC	41,810	$2.95M	0.34%	–	–
Avantax Advisory Services, Inc.	40,687	$2.87M	0.06%	–	–
Creative Planning	40,369	$2.86M	0.01%	–	–
Evanson Asset Management, LLC	39,597	$2.80M	0.41%	–	–
Rench Wealth Management, Inc.	39,499	$2.79M	1.45%	–	–
DekaBank Deutsche Girozentrale	38,967	$2.79M	0.01%	–	–
KBC Group NV	39,152	$2.77M	0.01%	–	–
SeaBridge Investment Advisors LLC	37,962	$2.69M	0.89%	–	–
Ensign Peak Advisors, Inc	36,505	$2.58M	0.01%	–	–
Hantz Financial Services, Inc.	35,895	$2.54M	0.11%	–	–
M Holdings Securities, Inc.	35,695	$2.53M	0.23%	–	–
Paloma Partners Management Co	35,663	$2.52M	0.07%	–	–
MML Investors Services, LLC	35,648	$2.52M	0.02%	–	–
Victory Capital Management Inc	35,537	$2.52M	0.00%	–	–
Creegan & Nassoura Financial Group, LLC	35,260	$2.50M	2.23%	–	–
Eii Capital Management, Inc.	35,129	$2.49M	1.30%	–	–
Excalibur Management Corp	34,931	$2.47M	1.22%	–	–
Russell Investments Group, Ltd.	34,516	$2.44M	0.00%	–	–
Weaver Consulting Group	34,193	$2.42M	1.49%	–	–
Gulf International Bank (UK) Ltd	34,122	$2.41M	0.03%	–	–
Meritage Portfolio Management	34,076	$2.41M	0.16%	–	–
Tower Research Capital LLC (TRC)	33,397	$2.36M	0.04%	–	–
Utah Retirement Systems	33,376	$2.36M	0.03%	–	–
Nissay Asset Management Corp	32,131	$2.27M	0.02%	–	–
ExodusPoint Capital Management, LP	31,925	$2.26M	0.05%	–	–
SEI Investments Co	32,114	$2.25M	0.01%	–	–
Kempen Capital Management N.V.	30,360	$2.15M	0.10%	–	–
United Capital Financial Advisers, LLC	29,967	$2.12M	0.01%	–	–
V2 Financial group LLC	28,986	$2.05M	1.85%	–	–
British Columbia Investment Management Corp	28,686	$2.03M	0.01%	–	–
Caisse de Depot Et Placement du Quebec	28,101	$1.99M	0.00%	–	–
DnB Asset Management AS	27,947	$1.98M	0.01%	–	–
US Bancorp	27,819	$1.97M	0.00%	–	–
Van Eck Associates Corp	27,499	$1.95M	0.01%	–	–
Baird Financial Group, Inc.	27,422	$1.94M	0.01%	–	–
Squarepoint Ops LLC	26,939	$1.91M	0.02%	–	–
TFG Advisers LLC	26,897	$1.90M	0.98%	–	–
Gradient Capital Advisors, LLC	26,827	$1.90M	1.00%	–	–
National Asset Management, Inc.	26,716	$1.89M	0.07%	–	–
XML Financial, LLC	26,673	$1.89M	0.46%	–	–