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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 102,015 | $7.61M | 0.24% | +14,987+17.2% | Added |
| Marshall Wace North America L.P. | 98,778 | $7.37M | 0.03% | +76,935+352.2% | Added |
| Two Sigma Advisers, LP | 98,400 | $7.34M | 0.02% | −292,600−74.8% | Reduced |
| TD Asset Management Inc | 87,637 | $7.07M | 0.01% | +33,862+63.0% | Added |
| Neuberger Berman Group LLC | 92,849 | $6.90M | 0.01% | −714−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 90,819 | $6.78M | 0.04% | −1,544−1.7% | Reduced |
| Virginia Retirement Systems Et Al | 90,600 | $6.76M | 0.07% | −6,800−7.0% | Reduced |
| Gateway Investment Advisers LLC | 90,164 | $6.73M | 0.07% | −220−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 89,182 | $6.66M | 0.13% | +2,828+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 87,888 | $6.56M | 0.02% | −61,121−41.0% | Reduced |
| State of Wisconsin Investment Board | 87,362 | $6.52M | 0.01% | −2,572−2.9% | Reduced |
| SG Americas Securities, LLC | 86,789 | $6.48M | 0.03% | +27,376+46.1% | Added |
| Janney Montgomery Scott LLC | 85,132 | $6.35M | 0.03% | +5,045+6.3% | Added |
| Stifel Financial Corp | 85,035 | $6.34M | 0.01% | +68,121+402.7% | Added |
| Employees Retirement System of Texas | 84,500 | $6.30M | 0.08% | 00.0% | Unchanged |
| EWG Elevate Inc. | 83,851 | $6.26M | 2.43% | +2,015+2.5% | Added |
| Andra AP-fonden | 82,800 | $6.18M | 0.13% | +7,600+10.1% | Added |
| Cetera Advisors LLC | 81,164 | $6.06M | 0.14% | +56,089+223.7% | Added |
| Schonfeld Strategic Advisors LLC | 80,079 | $5.97M | 0.07% | +80,079 | New |
| Sheets Smith Wealth Management | 79,243 | $5.91M | 0.80% | +200+0.3% | Added |
| First Trust Advisors LP | 79,023 | $5.90M | 0.01% | +60,318+322.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,585 | $5.71M | 0.03% | −5,196−6.4% | Reduced |
| State of New Jersey Common Pension Fund D | 76,389 | $5.70M | 0.02% | −15,023−16.4% | Reduced |
| Standard Life Aberdeen plc | 75,489 | $5.63M | 0.01% | +16,238+27.4% | Added |
| State of Alaska, Department of Revenue | 74,263 | $5.54M | 0.06% | +6,551+9.7% | Added |
| Handelsbanken Fonder AB | 73,587 | $5.49M | 0.03% | +31,380+74.3% | Added |
| Rock Point Advisors, LLC | 73,569 | $5.49M | 1.58% | +65+0.1% | Added |
| Stony Point Wealth Management Inc. | 73,535 | $5.49M | 3.56% | +4,552+6.6% | Added |
| Caas Capital Management LP | 71,414 | $5.33M | 0.28% | +71,414 | New |
| FMR LLC | 71,192 | $5.31M | 0.00% | −4,623−6.1% | Reduced |
| Tudor Investment Corp Et Al | 70,577 | $5.27M | 0.11% | −135,850−65.8% | Reduced |
| GSI Capital Advisors LLC | 69,891 | $5.21M | 2.41% | +69,891 | New |
| Inspirion Wealth Advisors, LLC | 69,579 | $5.19M | 1.28% | −1,287−1.8% | Reduced |
| CIBC World Markets Corp | 68,591 | $5.12M | 0.04% | +68,591 | New |
| Te Ahumairangi Investment Management Ltd | 68,252 | $5.09M | 0.67% | +500+0.7% | Added |
| Pinz Capital Management, LP | 67,900 | $5.07M | 1.53% | +67,900 | New |
| Guggenheim Capital LLC | 64,833 | $4.84M | 0.03% | +255+0.4% | Added |
| Royal London Asset Management Ltd | 64,761 | $4.83M | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 64,028 | $4.78M | 0.06% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 64,024 | $4.78M | 0.03% | −2,470−3.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,900 | $4.62M | 0.02% | +61,900 | New |
| Daiwa Securities Group Inc. | 61,481 | $4.59M | 0.03% | +1,178+2.0% | Added |
| Surevest, LLC | 61,018 | $4.55M | 1.19% | +61,018 | New |
| Blair William & Co | 60,661 | $4.53M | 0.02% | −295−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 60,495 | $4.51M | 0.01% | +23,990+65.7% | Added |
| Bank of Montreal | 56,804 | $4.32M | 0.00% | +32,810+136.7% | Added |
| Karpas Strategies, LLC | 57,825 | $4.32M | 1.53% | −400−0.7% | Reduced |
| Pensionfund DSM Netherlands | 57,800 | $4.31M | 0.55% | +2,500+4.5% | Added |
| Aviva PLC | 56,370 | $4.21M | 0.02% | −1,179−2.0% | Reduced |
| Forsta Ap-Fonden | 55,600 | $4.15M | 0.05% | −15,600−21.9% | Reduced |
| Storebrand Asset Management AS | 55,126 | $4.11M | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 55,125 | $4.11M | 0.01% | −1,389−2.5% | Reduced |
| Mutual Advisors, LLC | 55,065 | $4.11M | 0.24% | +2,753+5.3% | Added |
| Wellington Shields Capital Management, LLC | 54,622 | $4.08M | 0.49% | +252+0.5% | Added |
| Qube Research & Technologies Ltd | 53,057 | $3.96M | 0.05% | +4,804+10.0% | Added |
| Janus Henderson Group PLC | 52,722 | $3.93M | 0.00% | +983+1.9% | Added |
| Bessemer Group Inc | 52,647 | $3.93M | 0.01% | +8,647+19.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 52,402 | $3.91M | 0.02% | −31,054−37.2% | Reduced |
| Meritage Portfolio Management | 52,189 | $3.89M | 0.23% | +18,113+53.2% | Added |
| SOA Wealth Advisors, LLC. | 52,151 | $3.89M | 1.00% | −5,234−9.1% | Reduced |
| Cetera Investment Advisers | 51,997 | $3.88M | 0.06% | +2,970+6.1% | Added |
| Renaissance Technologies LLC | 51,000 | $3.81M | 0.00% | −431,200−89.4% | Reduced |
| Capital Square, LLC | 48,199 | $3.80M | 2.80% | +1,064+2.3% | Added |
| Nkcfo LLC | 50,400 | $3.76M | 1.26% | +25,200+100.0% | Added |
| Thrivent Financial for Lutherans | 50,335 | $3.76M | 0.01% | +100+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $3.73M | 0.01% | +50,000 | New |
| Arizona State Retirement System | 49,578 | $3.70M | 0.03% | −994−2.0% | Reduced |
| Hallmark Capital Management Inc | 49,216 | $3.67M | 0.31% | +2,855+6.2% | Added |
| Van Eck Associates Corp | 48,661 | $3.63M | 0.01% | +21,162+77.0% | Added |
| Private Advisor Group, LLC | 47,190 | $3.52M | 0.03% | −253−0.5% | Reduced |
| MML Investors Services, LLC | 45,711 | $3.41M | 0.03% | +10,063+28.2% | Added |
| NewSquare Capital LLC | 43,905 | $3.28M | 0.39% | +43,905 | New |
| Hoylecohen, LLC | 43,616 | $3.25M | 0.31% | +262+0.6% | Added |
| The PNC Financial Services Group, Inc. | 43,594 | $3.25M | 0.00% | +540+1.3% | Added |
| HighPoint Advisor Group LLC | 43,268 | $3.23M | 0.33% | +1,458+3.5% | Added |
| Cozad Asset Management Inc | 43,208 | $3.22M | 0.51% | −1,291−2.9% | Reduced |
| Bahl & Gaynor Inc | 43,170 | $3.22M | 0.02% | −250−0.6% | Reduced |
| Allegiant Private Advisors, LLC | 41,624 | $3.11M | 0.50% | −8,936−17.7% | Reduced |
| Rench Wealth Management, Inc. | 41,085 | $3.07M | 1.53% | +1,586+4.0% | Added |
| Cetera Advisor Networks LLC | 40,608 | $3.03M | 0.04% | +16,777+70.4% | Added |
| Creative Planning | 39,802 | $2.97M | 0.01% | −567−1.4% | Reduced |
| Evanson Asset Management, LLC | 39,617 | $2.96M | 0.31% | +20+0.1% | Added |
| Avantax Advisory Services, Inc. | 39,579 | $2.95M | 0.05% | −1,108−2.7% | Reduced |
| Hantz Financial Services, Inc. | 39,248 | $2.93M | 0.11% | +3,353+9.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,338 | $2.86M | 0.03% | −7,600−16.5% | Reduced |
| SeaBridge Investment Advisors LLC | 36,944 | $2.76M | 0.89% | −1,018−2.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 36,314 | $2.75M | 1.11% | +36,314 | New |
| M Holdings Securities, Inc. | 35,975 | $2.68M | 0.26% | +280+0.8% | Added |
| Victory Capital Management Inc | 35,051 | $2.62M | 0.00% | −486−1.4% | Reduced |
| Excalibur Management Corp | 34,887 | $2.60M | 1.18% | −44−0.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,860 | $2.60M | 2.22% | −400−1.1% | Reduced |
| Vestcor Inc | 34,739 | $2.59M | 0.09% | +10,292+42.1% | Added |
| 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 |
| Weaver Consulting Group | 33,693 | $2.51M | 1.42% | −500−1.5% | Reduced |
| EP Wealth Advisors, LLC | 33,676 | $2.51M | 0.07% | −8,135−19.5% | Reduced |
| SEI Investments Co | 33,993 | $2.50M | 0.01% | +1,879+5.9% | Added |
| Utah Retirement Systems | 33,476 | $2.50M | 0.03% | +100+0.3% | Added |
| Nissay Asset Management Corp | 33,382 | $2.49M | 0.02% | +1,251+3.9% | Added |
| Colonial Trust Advisors | 33,315 | $2.49M | 0.30% | +7,470+28.9% | Added |