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
- 699
- +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 | 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, 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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 33,382 | $2.49M | 0.02% | +1,251+3.9% | Added |
| Utah Retirement Systems | 33,476 | $2.50M | 0.03% | +100+0.3% | Added |
| SEI Investments Co | 33,993 | $2.50M | 0.01% | +1,879+5.9% | Added |
| EP Wealth Advisors, LLC | 33,676 | $2.51M | 0.07% | −8,135−19.5% | Reduced |
| Weaver Consulting Group | 33,693 | $2.51M | 1.42% | −500−1.5% | Reduced |
| Eii Capital Management, Inc. | 33,822 | $2.52M | 1.19% | −1,307−3.7% | Reduced |
| Russell Investments Group, Ltd. | 33,843 | $2.52M | 0.00% | −673−1.9% | Reduced |
| Vestcor Inc | 34,739 | $2.59M | 0.09% | +10,292+42.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,860 | $2.60M | 2.22% | −400−1.1% | Reduced |
| Excalibur Management Corp | 34,887 | $2.60M | 1.18% | −44−0.1% | Reduced |
| Victory Capital Management Inc | 35,051 | $2.62M | 0.00% | −486−1.4% | Reduced |
| M Holdings Securities, Inc. | 35,975 | $2.68M | 0.26% | +280+0.8% | Added |
| RPg Family Wealth Advisory, LLC | 36,314 | $2.75M | 1.11% | +36,314 | New |
| SeaBridge Investment Advisors LLC | 36,944 | $2.76M | 0.89% | −1,018−2.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,338 | $2.86M | 0.03% | −7,600−16.5% | Reduced |
| Hantz Financial Services, Inc. | 39,248 | $2.93M | 0.11% | +3,353+9.3% | Added |
| Avantax Advisory Services, Inc. | 39,579 | $2.95M | 0.05% | −1,108−2.7% | Reduced |
| Evanson Asset Management, LLC | 39,617 | $2.96M | 0.31% | +20+0.1% | Added |
| Creative Planning | 39,802 | $2.97M | 0.01% | −567−1.4% | Reduced |
| Cetera Advisor Networks LLC | 40,608 | $3.03M | 0.04% | +16,777+70.4% | Added |
| Rench Wealth Management, Inc. | 41,085 | $3.07M | 1.53% | +1,586+4.0% | Added |
| Allegiant Private Advisors, LLC | 41,624 | $3.11M | 0.50% | −8,936−17.7% | Reduced |
| Bahl & Gaynor Inc | 43,170 | $3.22M | 0.02% | −250−0.6% | Reduced |
| Cozad Asset Management Inc | 43,208 | $3.22M | 0.51% | −1,291−2.9% | Reduced |
| HighPoint Advisor Group LLC | 43,268 | $3.23M | 0.33% | +1,458+3.5% | Added |
| The PNC Financial Services Group, Inc. | 43,594 | $3.25M | 0.00% | +540+1.3% | Added |
| Hoylecohen, LLC | 43,616 | $3.25M | 0.31% | +262+0.6% | Added |
| NewSquare Capital LLC | 43,905 | $3.28M | 0.39% | +43,905 | New |
| MML Investors Services, LLC | 45,711 | $3.41M | 0.03% | +10,063+28.2% | Added |
| Private Advisor Group, LLC | 47,190 | $3.52M | 0.03% | −253−0.5% | Reduced |
| Van Eck Associates Corp | 48,661 | $3.63M | 0.01% | +21,162+77.0% | Added |
| Hallmark Capital Management Inc | 49,216 | $3.67M | 0.31% | +2,855+6.2% | Added |
| Arizona State Retirement System | 49,578 | $3.70M | 0.03% | −994−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $3.73M | 0.01% | +50,000 | New |
| Thrivent Financial for Lutherans | 50,335 | $3.76M | 0.01% | +100+0.2% | Added |
| Nkcfo LLC | 50,400 | $3.76M | 1.26% | +25,200+100.0% | Added |
| Capital Square, LLC | 48,199 | $3.80M | 2.80% | +1,064+2.3% | Added |
| Renaissance Technologies LLC | 51,000 | $3.81M | 0.00% | −431,200−89.4% | Reduced |
| Cetera Investment Advisers | 51,997 | $3.88M | 0.06% | +2,970+6.1% | Added |
| SOA Wealth Advisors, LLC. | 52,151 | $3.89M | 1.00% | −5,234−9.1% | Reduced |
| Meritage Portfolio Management | 52,189 | $3.89M | 0.23% | +18,113+53.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 52,402 | $3.91M | 0.02% | −31,054−37.2% | Reduced |
| Bessemer Group Inc | 52,647 | $3.93M | 0.01% | +8,647+19.7% | Added |
| Janus Henderson Group PLC | 52,722 | $3.93M | 0.00% | +983+1.9% | Added |
| Qube Research & Technologies Ltd | 53,057 | $3.96M | 0.05% | +4,804+10.0% | Added |
| Wellington Shields Capital Management, LLC | 54,622 | $4.08M | 0.49% | +252+0.5% | Added |
| Mutual Advisors, LLC | 55,065 | $4.11M | 0.24% | +2,753+5.3% | Added |
| Toronto Dominion Bank | 55,125 | $4.11M | 0.01% | −1,389−2.5% | Reduced |
| Storebrand Asset Management AS | 55,126 | $4.11M | 0.02% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 55,600 | $4.15M | 0.05% | −15,600−21.9% | Reduced |
| Aviva PLC | 56,370 | $4.21M | 0.02% | −1,179−2.0% | Reduced |
| Pensionfund DSM Netherlands | 57,800 | $4.31M | 0.55% | +2,500+4.5% | Added |
| Karpas Strategies, LLC | 57,825 | $4.32M | 1.53% | −400−0.7% | Reduced |
| Bank of Montreal | 56,804 | $4.32M | 0.00% | +32,810+136.7% | Added |
| Ensign Peak Advisors, Inc | 60,495 | $4.51M | 0.01% | +23,990+65.7% | Added |
| Blair William & Co | 60,661 | $4.53M | 0.02% | −295−0.5% | Reduced |
| Surevest, LLC | 61,018 | $4.55M | 1.19% | +61,018 | New |
| Daiwa Securities Group Inc. | 61,481 | $4.59M | 0.03% | +1,178+2.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,900 | $4.62M | 0.02% | +61,900 | New |
| Treasurer of the State of North Carolina | 64,024 | $4.78M | 0.03% | −2,470−3.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 64,028 | $4.78M | 0.06% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 64,761 | $4.83M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 64,833 | $4.84M | 0.03% | +255+0.4% | Added |
| Pinz Capital Management, LP | 67,900 | $5.07M | 1.53% | +67,900 | New |
| Te Ahumairangi Investment Management Ltd | 68,252 | $5.09M | 0.67% | +500+0.7% | Added |
| CIBC World Markets Corp | 68,591 | $5.12M | 0.04% | +68,591 | New |
| Inspirion Wealth Advisors, LLC | 69,579 | $5.19M | 1.28% | −1,287−1.8% | Reduced |
| GSI Capital Advisors LLC | 69,891 | $5.21M | 2.41% | +69,891 | New |
| Tudor Investment Corp Et Al | 70,577 | $5.27M | 0.11% | −135,850−65.8% | Reduced |
| FMR LLC | 71,192 | $5.31M | 0.00% | −4,623−6.1% | Reduced |
| Caas Capital Management LP | 71,414 | $5.33M | 0.28% | +71,414 | New |
| Stony Point Wealth Management Inc. | 73,535 | $5.49M | 3.56% | +4,552+6.6% | Added |
| Rock Point Advisors, LLC | 73,569 | $5.49M | 1.58% | +65+0.1% | Added |
| Handelsbanken Fonder AB | 73,587 | $5.49M | 0.03% | +31,380+74.3% | Added |
| State of Alaska, Department of Revenue | 74,263 | $5.54M | 0.06% | +6,551+9.7% | Added |
| Standard Life Aberdeen plc | 75,489 | $5.63M | 0.01% | +16,238+27.4% | Added |
| State of New Jersey Common Pension Fund D | 76,389 | $5.70M | 0.02% | −15,023−16.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,585 | $5.71M | 0.03% | −5,196−6.4% | Reduced |
| First Trust Advisors LP | 79,023 | $5.90M | 0.01% | +60,318+322.5% | Added |
| Sheets Smith Wealth Management | 79,243 | $5.91M | 0.80% | +200+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 80,079 | $5.97M | 0.07% | +80,079 | New |
| Cetera Advisors LLC | 81,164 | $6.06M | 0.14% | +56,089+223.7% | Added |
| Andra AP-fonden | 82,800 | $6.18M | 0.13% | +7,600+10.1% | Added |
| EWG Elevate Inc. | 83,851 | $6.26M | 2.43% | +2,015+2.5% | Added |
| Employees Retirement System of Texas | 84,500 | $6.30M | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 85,035 | $6.34M | 0.01% | +68,121+402.7% | Added |
| Janney Montgomery Scott LLC | 85,132 | $6.35M | 0.03% | +5,045+6.3% | Added |
| SG Americas Securities, LLC | 86,789 | $6.48M | 0.03% | +27,376+46.1% | Added |
| State of Wisconsin Investment Board | 87,362 | $6.52M | 0.01% | −2,572−2.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 87,888 | $6.56M | 0.02% | −61,121−41.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 89,182 | $6.66M | 0.13% | +2,828+3.3% | Added |
| Gateway Investment Advisers LLC | 90,164 | $6.73M | 0.07% | −220−0.2% | Reduced |
| Virginia Retirement Systems Et Al | 90,600 | $6.76M | 0.07% | −6,800−7.0% | Reduced |
| Nisa Investment Advisors, LLC | 90,819 | $6.78M | 0.04% | −1,544−1.7% | Reduced |
| Neuberger Berman Group LLC | 92,849 | $6.90M | 0.01% | −714−0.8% | Reduced |
| TD Asset Management Inc | 87,637 | $7.07M | 0.01% | +33,862+63.0% | Added |
| Two Sigma Advisers, LP | 98,400 | $7.34M | 0.02% | −292,600−74.8% | Reduced |
| Marshall Wace North America L.P. | 98,778 | $7.37M | 0.03% | +76,935+352.2% | Added |
| Exchange Traded Concepts, LLC | 102,015 | $7.61M | 0.24% | +14,987+17.2% | Added |
| Allworth Financial LP | 103,115 | $7.69M | 0.14% | −24,206−19.0% | Reduced |