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, Q3 2021
Institutional positions in W. P. Carey Inc. as of Sep 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
- 717
- +28 vs. Q2 2021
- Shares held
- 111.4M
- +3.24M (+3.0%) vs. Q2 2021
- Total value
- $8.15B
- +$78.6M (+1.0%) vs. Q2 2021
- New holders
- 80
- 326 more added
- Sold out
- 52
- 167 more reduced
10 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,047,742 | $1.90B | 0.05% | +897,468+3.6% | Added |
| BlackRock Inc. | 13,390,023 | $978.0M | 0.03% | −20,202−0.2% | Reduced |
| State Street Corp | 7,566,224 | $560.5M | 0.03% | +241,933+3.3% | Added |
| JPMorgan Chase & Co | 4,876,271 | $356.2M | 0.05% | +173,773+3.7% | Added |
| Geode Capital Management, LLC | 2,919,966 | $213.0M | 0.03% | −71,776−2.4% | Reduced |
| Dimensional Fund Advisors LP | 2,565,395 | $187.4M | 0.06% | +58,324+2.3% | Added |
| Legal & General Group Plc | 2,020,204 | $147.6M | 0.05% | +16,246+0.8% | Added |
| Norges Bank | 1,782,964 | $130.2M | 0.03% | +26,356+1.5% | Added |
| APG Asset Management US Inc. | 1,752,800 | $130.0M | 0.80% | −37,000−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,760,348 | $128.6M | 0.04% | +504,668+40.2% | Added |
| Northern Trust Corp | 1,550,371 | $113.2M | 0.02% | −97,422−5.9% | Reduced |
| Massachusetts Financial Services Co | 1,521,957 | $111.2M | 0.03% | +22,144+1.5% | Added |
| UBS Group AG | 1,513,906 | $110.6M | 0.05% | −129,006−7.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,374,154 | $100.4M | 0.25% | +46,287+3.5% | Added |
| UBS Asset Management Americas Inc | 1,342,185 | $98.0M | 0.04% | +42,664+3.3% | Added |
| Morgan Stanley | 1,263,319 | $92.3M | 0.01% | +139,292+12.4% | Added |
| Ranger Global Real Estate Advisors, LLC | 1,089,114 | $79.5M | 6.18% | +64,953+6.3% | Added |
| Epoch Investment Partners, Inc. | 927,447 | $67.7M | 0.38% | +89,602+10.7% | Added |
| Brookfield Asset Management Inc. | 841,481 | $61.5M | 0.25% | −118,200−12.3% | Reduced |
| Goldman Sachs Group Inc | 780,256 | $57.0M | 0.01% | +141,616+22.2% | Added |
| Brown Advisory Inc | 768,088 | $56.1M | 0.08% | +11,304+1.5% | Added |
| Bank of New York Mellon Corp | 765,049 | $55.9M | 0.01% | −10,558−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 711,083 | $51.9M | 0.03% | −15,060−2.1% | Reduced |
| Swiss National Bank | 703,594 | $51.4M | 0.03% | −12,000−1.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 668,798 | $48.8M | 1.07% | +263,244+64.9% | Added |
| Millennium Management LLC | 623,433 | $45.5M | 0.06% | +76,983+14.1% | Added |
| Wells Fargo & Company | 612,636 | $44.7M | 0.01% | +97,514+18.9% | Added |
| Canada Pension Plan Investment Board | 610,085 | $44.6M | 0.05% | −24,591−3.9% | Reduced |
| LPL Financial LLC | 606,406 | $44.3M | 0.04% | +32,804+5.7% | Added |
| Nuveen Asset Management, LLC | 567,781 | $41.5M | 0.01% | −77,042−11.9% | Reduced |
| Ameriprise Financial Inc | 562,145 | $41.1M | 0.01% | +6,120+1.1% | Added |
| Old Republic International Corporation | 522,000 | $38.1M | 0.80% | 00.0% | Unchanged |
| Barclays PLC | 496,032 | $36.2M | 0.03% | +183,428+58.7% | Added |
| Bank of America Corp | 490,157 | $35.8M | 0.00% | −32,171−6.2% | Reduced |
| Presima Inc. | 481,700 | $35.2M | 6.29% | −204,400−29.8% | Reduced |
| Advisors Capital Management, LLC | 480,670 | $35.1M | 1.07% | +17,448+3.8% | Added |
| Nordea Investment Management AB | 468,838 | $34.6M | 0.05% | +40,452+9.4% | Added |
| Zacks Investment Management | 444,716 | $32.5M | 0.51% | +8,077+1.8% | Added |
| California Public Employees Retirement System | 406,171 | $29.7M | 0.02% | +8,230+2.1% | Added |
| Asset Management One Co.,Ltd. | 381,702 | $27.9M | 0.11% | +5,481+1.5% | Added |
| Citigroup Inc | 380,911 | $27.8M | 0.03% | −14,667−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 365,697 | $26.7M | 0.06% | +10,382+2.9% | Added |
| Kempen Capital Management N.V. | 345,000 | $25.2M | 0.91% | +13,057+3.9% | Added |
| Credit Suisse AG | 341,528 | $24.9M | 0.02% | −30,394−8.2% | Reduced |
| Price T Rowe Associates Inc | 338,435 | $24.7M | 0.00% | −257,450−43.2% | Reduced |
| Envestnet Asset Management Inc | 318,630 | $23.3M | 0.01% | +21,692+7.3% | Added |
| Geneos Wealth Management Inc. | 308,333 | $22.9M | 0.88% | −1,875−0.6% | Reduced |
| California State Teachers Retirement System | 309,897 | $22.6M | 0.03% | +2,571+0.8% | Added |
| 1832 Asset Management L.P. | 297,420 | $22.1M | 0.04% | +15,425+5.5% | Added |
| Royal Bank of Canada | 302,899 | $22.1M | 0.01% | +7,486+2.5% | Added |
| Allianz Asset Management GmbH | 288,780 | $21.1M | 0.02% | +266,563+1,199.8% | Added |
| Blackstone Group Inc. | 288,000 | $21.0M | 0.05% | +288,000 | New |
| Public Employees Retirement System of Ohio | 287,566 | $21.0M | 0.07% | +2,274+0.8% | Added |
| Berkshire Asset Management LLC | 280,801 | $20.5M | 1.37% | +4,840+1.8% | Added |
| Tudor Investment Corp Et Al | 277,861 | $20.3M | 0.42% | +207,284+293.7% | Added |
| PGGM Investments | 275,747 | $20.1M | 0.10% | +116,378+73.0% | Added |
| Swedbank AB | 266,060 | $19.4M | 0.04% | +59,617+28.9% | Added |
| Invesco Ltd. | 262,360 | $19.2M | 0.00% | +9,048+3.6% | Added |
| Parametric Portfolio Associates LLC | 252,873 | $18.5M | 0.01% | +3,462+1.4% | Added |
| HighTower Advisors, LLC | 242,870 | $17.7M | 0.05% | +1,589+0.7% | Added |
| Crawford Investment Counsel Inc | 238,987 | $17.5M | 0.36% | +10,266+4.5% | Added |
| Centersquare Investment Management LLC | 227,660 | $16.6M | 0.17% | +6,041+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 225,475 | $16.5M | 0.04% | −11,986−5.0% | Reduced |
| Raymond James & Associates | 217,569 | $15.9M | 0.01% | +68,860+46.3% | Added |
| Great West Life Assurance Co | 212,396 | $15.6M | 0.04% | +23,154+12.2% | Added |
| Amundi | 212,795 | $15.5M | 0.01% | +9,551+4.7% | Added |
| Deutsche Bank AG | 212,657 | $15.5M | 0.01% | +22,495+11.8% | Added |
| WealthPLAN Partners, LLC | 194,807 | $15.4M | 1.03% | +7,393+3.9% | Added |
| NN Investment Partners Holdings N.V. | 210,265 | $15.4M | 0.08% | +4,100+2.0% | Added |
| STRS Ohio | 206,542 | $15.1M | 0.06% | +5,031+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 202,720 | $14.8M | 0.07% | +555+0.3% | Added |
| Nomura Asset Management Co Ltd | 201,215 | $14.7M | 0.08% | +4,810+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 195,794 | $14.3M | 0.16% | +115,715+144.5% | Added |
| HSBC Holdings PLC | 195,074 | $14.3M | 0.02% | −5,539−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 191,415 | $14.0M | 0.03% | −3,819−2.0% | Reduced |
| Davenport & Co LLC | 187,637 | $13.7M | 0.10% | +26,746+16.6% | Added |
| Balyasny Asset Management LLC | 186,626 | $13.6M | 0.07% | −29,752−13.8% | Reduced |
| New York State Common Retirement Fund | 184,542 | $13.5M | 0.01% | −2,308−1.2% | Reduced |
| Truist Financial Corp | 181,130 | $13.2M | 0.02% | +1,382+0.8% | Added |
| Virginia Retirement Systems Et Al | 180,700 | $13.2M | 0.14% | +90,100+99.4% | Added |
| Rhumbline Advisers | 174,930 | $12.8M | 0.02% | −10,455−5.6% | Reduced |
| Alliancebernstein L.P. | 174,685 | $12.8M | 0.01% | −15,718−8.3% | Reduced |
| Cbre Clarion Securities LLC | 172,700 | $12.6M | 0.22% | +5,700+3.4% | Added |
| Gillson Capital LP | 162,094 | $11.8M | 0.87% | +162,094 | New |
| Pictet Asset Management SA | 158,732 | $11.6M | 0.01% | +158,732 | New |
| AMP Capital Investors Ltd | 157,845 | $11.5M | 0.06% | −4,994−3.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,300 | $11.5M | 0.04% | +69,412+79.0% | Added |
| Franklin Resources Inc | 148,590 | $10.9M | 0.00% | +38,856+35.4% | Added |
| TruWealth Advisors, LLC | 141,694 | $10.3M | 1.15% | +3,132+2.3% | Added |
| Commerce Bank | 136,439 | $9.96M | 0.07% | +801+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 136,431 | $9.96M | 0.02% | +12,487+10.1% | Added |
| Exchange Traded Concepts, LLC | 135,888 | $9.93M | 0.25% | +33,873+33.2% | Added |
| GSI Capital Advisors LLC | 135,785 | $9.92M | 4.95% | +65,894+94.3% | Added |
| Private Capital Advisors, Inc. | 131,201 | $9.58M | 1.60% | −1,269−1.0% | Reduced |
| Susquehanna International Group, LLP | 129,484 | $9.46M | 0.01% | −23,640−15.4% | Reduced |
| Macquarie Group Ltd | 127,399 | $9.30M | 0.01% | −5,886−4.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,947 | $8.32M | 0.04% | +10,718+10.4% | Added |
| Morgan Dempsey Capital Management LLC | 109,785 | $8.02M | 2.64% | −5,774−5.0% | Reduced |
| Cetera Advisors LLC | 109,751 | $8.02M | 0.16% | +28,587+35.2% | Added |
| CIBC World Markets Corp | 106,989 | $7.81M | 0.05% | +38,398+56.0% | Added |