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, Q2 2021
Institutional positions in W. P. Carey Inc. as of Jun 30, 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
- 698
- +52 vs. Q1 2021
- Shares held
- 108.5M
- +6.33M (+6.2%) vs. Q1 2021
- Total value
- $8.09B
- +$857.4M (+11.8%) vs. Q1 2021
- New holders
- 91
- 283 more added
- Sold out
- 39
- 193 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 811 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.09B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,150,274 | $1.88B | 0.05% | +355,673+1.4% | Added |
| BlackRock Inc. | 13,410,225 | $1.00B | 0.03% | −344,770−2.5% | Reduced |
| State Street Corp | 7,324,291 | $554.1M | 0.03% | +380,117+5.5% | Added |
| JPMorgan Chase & Co | 4,702,498 | $350.9M | 0.05% | +763,643+19.4% | Added |
| Geode Capital Management, LLC | 2,991,742 | $223.0M | 0.03% | +146,530+5.2% | Added |
| Dimensional Fund Advisors LP | 2,507,071 | $187.1M | 0.06% | +35,276+1.4% | Added |
| Legal & General Group Plc | 2,003,958 | $149.5M | 0.05% | +65,629+3.4% | Added |
| APG Asset Management US Inc. | 1,789,800 | $133.7M | 0.83% | +379,800+26.9% | Added |
| Norges Bank | 1,756,608 | $131.1M | 0.03% | +5,998+0.3% | Added |
| Northern Trust Corp | 1,647,793 | $123.0M | 0.02% | −202,866−11.0% | Reduced |
| UBS Group AG | 1,642,912 | $122.6M | 0.05% | −49,984−3.0% | Reduced |
| Massachusetts Financial Services Co | 1,499,813 | $111.9M | 0.03% | −50,229−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,327,867 | $99.1M | 0.25% | −13,476−1.0% | Reduced |
| UBS Asset Management Americas Inc | 1,299,521 | $97.0M | 0.04% | −59,047−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,255,680 | $93.7M | 0.03% | +25,904+2.1% | Added |
| Morgan Stanley | 1,124,027 | $83.9M | 0.01% | +203,575+22.1% | Added |
| Ranger Global Real Estate Advisors, LLC | 1,024,161 | $76.4M | 6.01% | +1,024,161 | New |
| Brookfield Asset Management Inc. | 959,681 | $71.6M | 0.34% | +362,105+60.6% | Added |
| Epoch Investment Partners, Inc. | 837,845 | $62.5M | 0.34% | −118,685−12.4% | Reduced |
| Bank of New York Mellon Corp | 775,607 | $57.9M | 0.01% | +25,090+3.3% | Added |
| Brown Advisory Inc | 756,784 | $56.5M | 0.09% | +2,213+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 726,143 | $54.2M | 0.03% | −57,417−7.3% | Reduced |
| Swiss National Bank | 715,594 | $53.4M | 0.03% | +41,047+6.1% | Added |
| Presima Inc. | 686,100 | $51.2M | 7.36% | +121,600+21.5% | Added |
| Nuveen Asset Management, LLC | 644,823 | $48.1M | 0.01% | +172,676+36.6% | Added |
| Goldman Sachs Group Inc | 638,640 | $47.7M | 0.01% | +122,276+23.7% | Added |
| Canada Pension Plan Investment Board | 634,676 | $47.4M | 0.06% | +40,211+6.8% | Added |
| Price T Rowe Associates Inc | 595,885 | $44.5M | 0.00% | −364−0.1% | Reduced |
| LPL Financial LLC | 573,602 | $42.8M | 0.04% | +35,302+6.6% | Added |
| Ameriprise Financial Inc | 556,025 | $41.1M | 0.01% | +27,629+5.2% | Added |
| Millennium Management LLC | 546,450 | $40.8M | 0.05% | +261,097+91.5% | Added |
| Bank of America Corp | 522,328 | $39.0M | 0.00% | −90,064−14.7% | Reduced |
| Old Republic International Corporation | 522,000 | $39.0M | 0.75% | +522,000 | New |
| Wells Fargo & Company | 515,122 | $38.4M | 0.01% | +25,481+5.2% | Added |
| Advisors Capital Management, LLC | 463,222 | $34.6M | 1.10% | +17,726+4.0% | Added |
| Zacks Investment Management | 436,639 | $32.6M | 0.53% | +4,665+1.1% | Added |
| Nordea Investment Management AB | 428,386 | $32.0M | 0.04% | +302,237+239.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 405,554 | $30.3M | 0.69% | +405,554 | New |
| California Public Employees Retirement System | 397,941 | $29.7M | 0.02% | −12,684−3.1% | Reduced |
| Citigroup Inc | 395,578 | $29.5M | 0.03% | +30,437+8.3% | Added |
| Marshall Wace, LLP | 377,050 | $28.1M | 0.15% | +359,669+2,069.3% | Added |
| Asset Management One Co.,Ltd. | 376,221 | $28.1M | 0.10% | −6,242−1.6% | Reduced |
| Credit Suisse AG | 371,922 | $28.0M | 0.02% | +9,041+2.5% | Added |
| Advisor Group Holdings, Inc. | 355,315 | $26.5M | 0.06% | +15,350+4.5% | Added |
| Kempen Capital Management N.V. | 331,943 | $24.7M | 0.88% | +301,583+993.4% | Added |
| Barclays PLC | 312,604 | $23.3M | 0.02% | −85,402−21.5% | Reduced |
| Geneos Wealth Management Inc. | 310,208 | $23.3M | 0.91% | −4,632−1.5% | Reduced |
| California State Teachers Retirement System | 307,326 | $22.9M | 0.03% | −12,157−3.8% | Reduced |
| Envestnet Asset Management Inc | 296,938 | $22.2M | 0.01% | +22,940+8.4% | Added |
| Royal Bank of Canada | 295,413 | $22.0M | 0.01% | −123,571−29.5% | Reduced |
| Public Employees Retirement System of Ohio | 285,292 | $21.3M | 0.08% | −9,809−3.3% | Reduced |
| 1832 Asset Management L.P. | 281,995 | $21.2M | 0.04% | +106,295+60.5% | Added |
| Berkshire Asset Management LLC | 275,961 | $20.6M | 1.39% | +17,551+6.8% | Added |
| Ghisallo Capital Management LLC | 257,765 | $19.2M | 0.73% | +257,765 | New |
| Invesco Ltd. | 253,312 | $18.9M | 0.00% | +102,944+68.5% | Added |
| Parametric Portfolio Associates LLC | 249,411 | $18.6M | 0.01% | +14,432+6.1% | Added |
| HighTower Advisors, LLC | 241,281 | $18.0M | 0.05% | +36,832+18.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 237,461 | $17.7M | 0.05% | +237,461 | New |
| Crawford Investment Counsel Inc | 228,721 | $17.1M | 0.35% | +22,926+11.1% | Added |
| Centersquare Investment Management LLC | 221,619 | $16.5M | 0.17% | +2,827+1.3% | Added |
| Balyasny Asset Management LLC | 216,378 | $16.1M | 0.09% | +70,799+48.6% | Added |
| Swedbank AB | 206,443 | $15.4M | 0.03% | +20,015+10.7% | Added |
| NN Investment Partners Holdings N.V. | 206,165 | $15.4M | 0.08% | +1,600+0.8% | Added |
| Amundi | 203,244 | $15.2M | 0.01% | +203,244 | New |
| HRT Financial LP | 202,619 | $15.1M | 0.14% | +2,820+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 202,165 | $15.1M | 0.07% | +4,192+2.1% | Added |
| STRS Ohio | 201,511 | $15.0M | 0.05% | −7,780−3.7% | Reduced |
| HSBC Holdings PLC | 200,613 | $15.0M | 0.02% | +27,933+16.2% | Added |
| Nomura Asset Management Co Ltd | 196,405 | $14.7M | 0.08% | +13,410+7.3% | Added |
| WealthPLAN Partners, LLC | 187,414 | $14.6M | 1.03% | +19,056+11.3% | Added |
| State Board of Administration of Florida Retirement System | 195,234 | $14.6M | 0.03% | +1,030+0.5% | Added |
| Alliancebernstein L.P. | 190,403 | $14.2M | 0.01% | +29,512+18.3% | Added |
| Deutsche Bank AG | 190,162 | $14.2M | 0.01% | +7,642+4.2% | Added |
| Great West Life Assurance Co | 189,242 | $14.1M | 0.03% | −5,126−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 187,906 | $14.0M | 0.03% | +48,882+35.2% | Added |
| New York State Common Retirement Fund | 186,850 | $13.9M | 0.01% | −1,050−0.6% | Reduced |
| Rhumbline Advisers | 185,385 | $13.8M | 0.02% | −5,358−2.8% | Reduced |
| Truist Financial Corp | 179,748 | $13.4M | 0.02% | +6,903+4.0% | Added |
| Cbre Clarion Securities LLC | 167,000 | $12.5M | 0.23% | +5,200+3.2% | Added |
| AMP Capital Investors Ltd | 162,839 | $12.2M | 0.06% | −2,292−1.4% | Reduced |
| Davenport & Co LLC | 160,891 | $12.0M | 0.09% | +6,206+4.0% | Added |
| PGGM Investments | 159,369 | $11.9M | 0.05% | +132,831+500.5% | Added |
| Pictet Asset Management Ltd | 154,767 | $11.5M | 0.01% | +68,672+79.8% | Added |
| Susquehanna International Group, LLP | 153,124 | $11.4M | 0.01% | −23,980−13.5% | Reduced |
| Raymond James & Associates | 148,709 | $11.1M | 0.01% | +14,982+11.2% | Added |
| Two Sigma Investments, LP | 146,922 | $11.0M | 0.03% | −13,249−8.3% | Reduced |
| TruWealth Advisors, LLC | 138,562 | $10.3M | 1.21% | +5,425+4.1% | Added |
| Commerce Bank | 135,638 | $10.1M | 0.07% | +25,548+23.2% | Added |
| Macquarie Group Ltd | 133,285 | $9.95M | 0.01% | +14,950+12.6% | Added |
| Private Capital Advisors, Inc. | 132,470 | $9.88M | 1.67% | −570−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 123,944 | $9.25M | 0.02% | −7,953−6.0% | Reduced |
| Korea Investment CORP | 121,700 | $9.08M | 0.03% | +64,200+111.7% | Added |
| Morgan Dempsey Capital Management LLC | 115,559 | $8.62M | 2.70% | −2,819−2.4% | Reduced |
| Forward Management, LLC | 112,800 | $8.42M | 0.93% | +67,800+150.7% | Added |
| Eaton Vance Management | 111,410 | $8.31M | 0.01% | −637−0.6% | Reduced |
| Franklin Resources Inc | 109,734 | $8.19M | 0.00% | −6,139−5.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 105,829 | $7.93M | 0.02% | −1,799−1.7% | Reduced |
| Nicholas Company, Inc. | 105,015 | $7.84M | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103,229 | $7.70M | 0.04% | +5,251+5.4% | Added |
| Allworth Financial LP | 103,115 | $7.69M | 0.14% | −24,206−19.0% | Reduced |