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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103,229 | $7.70M | 0.04% | +5,251+5.4% | Added |
| Nicholas Company, Inc. | 105,015 | $7.84M | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 105,829 | $7.93M | 0.02% | −1,799−1.7% | Reduced |
| Franklin Resources Inc | 109,734 | $8.19M | 0.00% | −6,139−5.3% | Reduced |
| Eaton Vance Management | 111,410 | $8.31M | 0.01% | −637−0.6% | Reduced |
| Forward Management, LLC | 112,800 | $8.42M | 0.93% | +67,800+150.7% | Added |
| Morgan Dempsey Capital Management LLC | 115,559 | $8.62M | 2.70% | −2,819−2.4% | Reduced |
| Korea Investment CORP | 121,700 | $9.08M | 0.03% | +64,200+111.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 123,944 | $9.25M | 0.02% | −7,953−6.0% | Reduced |
| Private Capital Advisors, Inc. | 132,470 | $9.88M | 1.67% | −570−0.4% | Reduced |
| Macquarie Group Ltd | 133,285 | $9.95M | 0.01% | +14,950+12.6% | Added |
| Commerce Bank | 135,638 | $10.1M | 0.07% | +25,548+23.2% | Added |
| TruWealth Advisors, LLC | 138,562 | $10.3M | 1.21% | +5,425+4.1% | Added |
| Two Sigma Investments, LP | 146,922 | $11.0M | 0.03% | −13,249−8.3% | Reduced |
| Raymond James & Associates | 148,709 | $11.1M | 0.01% | +14,982+11.2% | Added |
| Susquehanna International Group, LLP | 153,124 | $11.4M | 0.01% | −23,980−13.5% | Reduced |
| Pictet Asset Management Ltd | 154,767 | $11.5M | 0.01% | +68,672+79.8% | Added |
| PGGM Investments | 159,369 | $11.9M | 0.05% | +132,831+500.5% | Added |
| Davenport & Co LLC | 160,891 | $12.0M | 0.09% | +6,206+4.0% | Added |
| AMP Capital Investors Ltd | 162,839 | $12.2M | 0.06% | −2,292−1.4% | Reduced |
| Cbre Clarion Securities LLC | 167,000 | $12.5M | 0.23% | +5,200+3.2% | Added |
| Truist Financial Corp | 179,748 | $13.4M | 0.02% | +6,903+4.0% | Added |
| Rhumbline Advisers | 185,385 | $13.8M | 0.02% | −5,358−2.8% | Reduced |
| New York State Common Retirement Fund | 186,850 | $13.9M | 0.01% | −1,050−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 187,906 | $14.0M | 0.03% | +48,882+35.2% | Added |
| Great West Life Assurance Co | 189,242 | $14.1M | 0.03% | −5,126−2.6% | Reduced |
| Deutsche Bank AG | 190,162 | $14.2M | 0.01% | +7,642+4.2% | Added |
| Alliancebernstein L.P. | 190,403 | $14.2M | 0.01% | +29,512+18.3% | Added |
| State Board of Administration of Florida Retirement System | 195,234 | $14.6M | 0.03% | +1,030+0.5% | Added |
| WealthPLAN Partners, LLC | 187,414 | $14.6M | 1.03% | +19,056+11.3% | Added |
| Nomura Asset Management Co Ltd | 196,405 | $14.7M | 0.08% | +13,410+7.3% | Added |
| HSBC Holdings PLC | 200,613 | $15.0M | 0.02% | +27,933+16.2% | Added |
| STRS Ohio | 201,511 | $15.0M | 0.05% | −7,780−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 202,165 | $15.1M | 0.07% | +4,192+2.1% | Added |
| HRT Financial LP | 202,619 | $15.1M | 0.14% | +2,820+1.4% | Added |
| Amundi | 203,244 | $15.2M | 0.01% | +203,244 | New |
| NN Investment Partners Holdings N.V. | 206,165 | $15.4M | 0.08% | +1,600+0.8% | Added |
| Swedbank AB | 206,443 | $15.4M | 0.03% | +20,015+10.7% | Added |
| Balyasny Asset Management LLC | 216,378 | $16.1M | 0.09% | +70,799+48.6% | Added |
| Centersquare Investment Management LLC | 221,619 | $16.5M | 0.17% | +2,827+1.3% | Added |
| Crawford Investment Counsel Inc | 228,721 | $17.1M | 0.35% | +22,926+11.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 237,461 | $17.7M | 0.05% | +237,461 | New |
| HighTower Advisors, LLC | 241,281 | $18.0M | 0.05% | +36,832+18.0% | Added |
| Parametric Portfolio Associates LLC | 249,411 | $18.6M | 0.01% | +14,432+6.1% | Added |
| Invesco Ltd. | 253,312 | $18.9M | 0.00% | +102,944+68.5% | Added |
| Ghisallo Capital Management LLC | 257,765 | $19.2M | 0.73% | +257,765 | New |
| Berkshire Asset Management LLC | 275,961 | $20.6M | 1.39% | +17,551+6.8% | Added |
| 1832 Asset Management L.P. | 281,995 | $21.2M | 0.04% | +106,295+60.5% | Added |
| Public Employees Retirement System of Ohio | 285,292 | $21.3M | 0.08% | −9,809−3.3% | Reduced |
| Royal Bank of Canada | 295,413 | $22.0M | 0.01% | −123,571−29.5% | Reduced |
| Envestnet Asset Management Inc | 296,938 | $22.2M | 0.01% | +22,940+8.4% | Added |
| California State Teachers Retirement System | 307,326 | $22.9M | 0.03% | −12,157−3.8% | Reduced |
| Geneos Wealth Management Inc. | 310,208 | $23.3M | 0.91% | −4,632−1.5% | Reduced |
| Barclays PLC | 312,604 | $23.3M | 0.02% | −85,402−21.5% | Reduced |
| Kempen Capital Management N.V. | 331,943 | $24.7M | 0.88% | +301,583+993.4% | Added |
| Advisor Group Holdings, Inc. | 355,315 | $26.5M | 0.06% | +15,350+4.5% | Added |
| Credit Suisse AG | 371,922 | $28.0M | 0.02% | +9,041+2.5% | Added |
| Asset Management One Co.,Ltd. | 376,221 | $28.1M | 0.10% | −6,242−1.6% | Reduced |
| Marshall Wace, LLP | 377,050 | $28.1M | 0.15% | +359,669+2,069.3% | Added |
| Citigroup Inc | 395,578 | $29.5M | 0.03% | +30,437+8.3% | Added |
| California Public Employees Retirement System | 397,941 | $29.7M | 0.02% | −12,684−3.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 405,554 | $30.3M | 0.69% | +405,554 | New |
| Nordea Investment Management AB | 428,386 | $32.0M | 0.04% | +302,237+239.6% | Added |
| Zacks Investment Management | 436,639 | $32.6M | 0.53% | +4,665+1.1% | Added |
| Advisors Capital Management, LLC | 463,222 | $34.6M | 1.10% | +17,726+4.0% | Added |
| Wells Fargo & Company | 515,122 | $38.4M | 0.01% | +25,481+5.2% | Added |
| Old Republic International Corporation | 522,000 | $39.0M | 0.75% | +522,000 | New |
| Bank of America Corp | 522,328 | $39.0M | 0.00% | −90,064−14.7% | Reduced |
| Millennium Management LLC | 546,450 | $40.8M | 0.05% | +261,097+91.5% | Added |
| Ameriprise Financial Inc | 556,025 | $41.1M | 0.01% | +27,629+5.2% | Added |
| LPL Financial LLC | 573,602 | $42.8M | 0.04% | +35,302+6.6% | Added |
| Price T Rowe Associates Inc | 595,885 | $44.5M | 0.00% | −364−0.1% | Reduced |
| Canada Pension Plan Investment Board | 634,676 | $47.4M | 0.06% | +40,211+6.8% | Added |
| Goldman Sachs Group Inc | 638,640 | $47.7M | 0.01% | +122,276+23.7% | Added |
| Nuveen Asset Management, LLC | 644,823 | $48.1M | 0.01% | +172,676+36.6% | Added |
| Presima Inc. | 686,100 | $51.2M | 7.36% | +121,600+21.5% | Added |
| Swiss National Bank | 715,594 | $53.4M | 0.03% | +41,047+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 726,143 | $54.2M | 0.03% | −57,417−7.3% | Reduced |
| Brown Advisory Inc | 756,784 | $56.5M | 0.09% | +2,213+0.3% | Added |
| Bank of New York Mellon Corp | 775,607 | $57.9M | 0.01% | +25,090+3.3% | Added |
| Epoch Investment Partners, Inc. | 837,845 | $62.5M | 0.34% | −118,685−12.4% | Reduced |
| Brookfield Asset Management Inc. | 959,681 | $71.6M | 0.34% | +362,105+60.6% | Added |
| Ranger Global Real Estate Advisors, LLC | 1,024,161 | $76.4M | 6.01% | +1,024,161 | New |
| Morgan Stanley | 1,124,027 | $83.9M | 0.01% | +203,575+22.1% | Added |
| Charles Schwab Investment Management Inc | 1,255,680 | $93.7M | 0.03% | +25,904+2.1% | Added |
| UBS Asset Management Americas Inc | 1,299,521 | $97.0M | 0.04% | −59,047−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,327,867 | $99.1M | 0.25% | −13,476−1.0% | Reduced |
| Massachusetts Financial Services Co | 1,499,813 | $111.9M | 0.03% | −50,229−3.2% | Reduced |
| UBS Group AG | 1,642,912 | $122.6M | 0.05% | −49,984−3.0% | Reduced |
| Northern Trust Corp | 1,647,793 | $123.0M | 0.02% | −202,866−11.0% | Reduced |
| Norges Bank | 1,756,608 | $131.1M | 0.03% | +5,998+0.3% | Added |
| APG Asset Management US Inc. | 1,789,800 | $133.7M | 0.83% | +379,800+26.9% | Added |
| Legal & General Group Plc | 2,003,958 | $149.5M | 0.05% | +65,629+3.4% | Added |
| Dimensional Fund Advisors LP | 2,507,071 | $187.1M | 0.06% | +35,276+1.4% | Added |
| Geode Capital Management, LLC | 2,991,742 | $223.0M | 0.03% | +146,530+5.2% | Added |
| JPMorgan Chase & Co | 4,702,498 | $350.9M | 0.05% | +763,643+19.4% | Added |
| State Street Corp | 7,324,291 | $554.1M | 0.03% | +380,117+5.5% | Added |
| BlackRock Inc. | 13,410,225 | $1.00B | 0.03% | −344,770−2.5% | Reduced |
| Vanguard Group Inc | 25,150,274 | $1.88B | 0.05% | +355,673+1.4% | Added |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −300,010−100.0% | Sold out |