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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 27,658 | $2.06M | 0.01% | +1,069+4.0% | Added |
| TFG Advisers LLC | 28,306 | $2.07M | 1.00% | +806+2.9% | Added |
| Herold Advisors, Inc. | 28,407 | $2.07M | 0.81% | +28,407 | New |
| Teacher Retirement System of Texas | 28,601 | $2.09M | 0.01% | +2,220+8.4% | Added |
| Mercer Global Advisors Inc | 28,783 | $2.10M | 0.01% | +1,054+3.8% | Added |
| US Bancorp | 28,808 | $2.10M | 0.00% | +1,052+3.8% | Added |
| DnB Asset Management AS | 28,884 | $2.11M | 0.01% | +2,042+7.6% | Added |
| Voya Investment Management LLC | 29,504 | $2.15M | 0.00% | +864+3.0% | Added |
| Gradient Capital Advisors, LLC | 29,751 | $2.17M | 1.00% | +570+2.0% | Added |
| Sonora Investment Management, LLC | 30,046 | $2.19M | 0.28% | +11,811+64.8% | Added |
| Jane Street Group, LLC | 30,537 | $2.23M | 0.01% | +14,785+93.9% | Added |
| Baird Financial Group, Inc. | 30,934 | $2.26M | 0.01% | +2,522+8.9% | Added |
| XML Financial, LLC | 31,532 | $2.30M | 0.31% | +3,325+11.8% | Added |
| Wolverine Trading, LLC | 31,660 | $2.34M | 0.05% | +31,660 | New |
| Gulf International Bank (UK) Ltd | 32,414 | $2.37M | 0.03% | −206−0.6% | Reduced |
| Marshall Wace, LLP | 32,609 | $2.38M | 0.01% | −344,441−91.4% | Reduced |
| British Columbia Investment Management Corp | 32,785 | $2.40M | 0.01% | +334+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 33,058 | $2.41M | 0.01% | +1,268+4.0% | Added |
| Utah Retirement Systems | 33,076 | $2.42M | 0.03% | −400−1.2% | Reduced |
| National Asset Management, Inc. | 33,247 | $2.43M | 0.08% | +3,332+11.1% | Added |
| Eii Capital Management, Inc. | 33,822 | $2.47M | 1.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,587 | $2.53M | 0.00% | −464−1.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,760 | $2.54M | 2.17% | −100−0.3% | Reduced |
| Nissay Asset Management Corp | 35,061 | $2.56M | 0.02% | +1,679+5.0% | Added |
| Weaver Consulting Group | 35,120 | $2.56M | 1.39% | +1,427+4.2% | Added |
| First Republic Investment Management, Inc. | 35,156 | $2.57M | 0.01% | +4,869+16.1% | Added |
| Excalibur Management Corp | 35,574 | $2.60M | 1.14% | +687+2.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 35,600 | $2.60M | 0.01% | −16,802−32.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,938 | $2.63M | 0.02% | −2,400−6.3% | Reduced |
| SeaBridge Investment Advisors LLC | 36,916 | $2.70M | 0.89% | −28−0.1% | Reduced |
| USS Investment Management Ltd | 38,738 | $2.83M | 0.02% | +38,738 | New |
| Creative Planning | 38,771 | $2.83M | 0.01% | −1,031−2.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 38,708 | $2.87M | 1.21% | +2,394+6.6% | Added |
| Ensign Peak Advisors, Inc | 39,300 | $2.87M | 0.01% | −21,195−35.0% | Reduced |
| Avantax Advisory Services, Inc. | 39,671 | $2.90M | 0.05% | +92+0.2% | Added |
| HighPoint Advisor Group LLC | 39,838 | $2.91M | 0.29% | −3,430−7.9% | Reduced |
| Colonial Trust Advisors | 40,277 | $2.94M | 0.36% | +6,962+20.9% | Added |
| Evanson Asset Management, LLC | 39,411 | $2.97M | 0.31% | −206−0.5% | Reduced |
| Janus Henderson Group PLC | 41,311 | $3.02M | 0.00% | −11,411−21.6% | Reduced |
| Rench Wealth Management, Inc. | 41,461 | $3.03M | 1.50% | +376+0.9% | Added |
| Cetera Advisor Networks LLC | 42,076 | $3.07M | 0.04% | +1,468+3.6% | Added |
| Bahl & Gaynor Inc | 42,103 | $3.08M | 0.02% | −1,067−2.5% | Reduced |
| Cozad Asset Management Inc | 43,378 | $3.17M | 0.49% | +170+0.4% | Added |
| Hantz Financial Services, Inc. | 44,508 | $3.25M | 0.11% | +5,260+13.4% | Added |
| Russell Investments Group, Ltd. | 44,564 | $3.26M | 0.01% | +10,721+31.7% | Added |
| The PNC Financial Services Group, Inc. | 45,201 | $3.30M | 0.00% | +1,607+3.7% | Added |
| AdvisorNet Financial, Inc | 45,346 | $3.31M | 0.23% | +17,094+60.5% | Added |
| NewSquare Capital LLC | 45,466 | $3.32M | 0.39% | +1,561+3.6% | Added |
| Capital Square, LLC | 46,583 | $3.45M | 2.45% | −1,616−3.4% | Reduced |
| Beacon Pointe Advisors, LLC | 48,424 | $3.54M | 0.09% | +19,249+66.0% | Added |
| MML Investors Services, LLC | 49,164 | $3.59M | 0.03% | +3,453+7.6% | Added |
| Mariner, LLC | 49,218 | $3.60M | 0.02% | +36,960+301.5% | Added |
| Hallmark Capital Management Inc | 49,821 | $3.64M | 0.32% | +605+1.2% | Added |
| Arizona State Retirement System | 49,944 | $3.65M | 0.03% | +366+0.7% | Added |
| Nkcfo LLC | 50,400 | $3.68M | 1.23% | 00.0% | Unchanged |
| Pensionfund Sabic | 50,704 | $3.70M | 0.78% | +27,000+113.9% | Added |
| SEI Investments Co | 51,271 | $3.74M | 0.01% | +17,278+50.8% | Added |
| Meritage Portfolio Management | 52,013 | $3.80M | 0.23% | −176−0.3% | Reduced |
| Private Advisor Group, LLC | 52,015 | $3.80M | 0.02% | +4,825+10.2% | Added |
| SOA Wealth Advisors, LLC. | 52,529 | $3.84M | 0.98% | +378+0.7% | Added |
| Toronto Dominion Bank | 52,792 | $3.86M | 0.01% | −2,333−4.2% | Reduced |
| Korea Investment CORP | 52,900 | $3.86M | 0.01% | −68,800−56.5% | Reduced |
| Wellington Shields Capital Management, LLC | 54,733 | $4.00M | 0.55% | +111+0.2% | Added |
| Thrivent Financial for Lutherans | 55,079 | $4.02M | 0.01% | +4,744+9.4% | Added |
| Cetera Investment Advisers | 55,231 | $4.03M | 0.06% | +3,234+6.2% | Added |
| Aviva PLC | 55,546 | $4.06M | 0.02% | −824−1.5% | Reduced |
| Bessemer Group Inc | 56,587 | $4.13M | 0.01% | +3,940+7.5% | Added |
| Demars Financial Group, LLC | 59,306 | $4.33M | 2.55% | +53,258+880.6% | Added |
| Mutual Advisors, LLC | 59,521 | $4.35M | 0.26% | +4,456+8.1% | Added |
| Pensionfund DSM Netherlands | 59,800 | $4.37M | 0.56% | +2,000+3.5% | Added |
| Gateway Investment Advisers LLC | 60,965 | $4.45M | 0.05% | −29,199−32.4% | Reduced |
| HGI Capital Management, LLC | 61,700 | $4.51M | 1.82% | +61,700 | New |
| Storebrand Asset Management AS | 61,929 | $4.52M | 0.02% | +6,803+12.3% | Added |
| Blair William & Co | 61,939 | $4.52M | 0.02% | +1,278+2.1% | Added |
| Karpas Strategies, LLC | 57,825 | $4.53M | 1.50% | 00.0% | Unchanged |
| Citadel Advisors LLC | 62,604 | $4.57M | 0.01% | +44,395+243.8% | Added |
| Guggenheim Capital LLC | 62,713 | $4.58M | 0.03% | −2,120−3.3% | Reduced |
| Hudson Bay Capital Management LP | 62,842 | $4.59M | 0.06% | +62,842 | New |
| Daiwa Securities Group Inc. | 63,985 | $4.67M | 0.03% | +2,504+4.1% | Added |
| Royal London Asset Management Ltd | 64,761 | $4.73M | 0.02% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 68,583 | $5.01M | 0.03% | +4,559+7.1% | Added |
| Two Sigma Investments, LP | 68,708 | $5.02M | 0.01% | −78,214−53.2% | Reduced |
| Van Eck Associates Corp | 68,788 | $5.02M | 0.01% | +20,127+41.4% | Added |
| FMR LLC | 69,442 | $5.07M | 0.00% | −1,750−2.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 69,472 | $5.07M | 1.17% | −107−0.2% | Reduced |
| Surevest, LLC | 69,516 | $5.08M | 1.28% | +8,498+13.9% | Added |
| Rock Point Advisors, LLC | 71,782 | $5.24M | 1.54% | −1,787−2.4% | Reduced |
| First Trust Advisors LP | 72,374 | $5.29M | 0.01% | −6,649−8.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 72,705 | $5.31M | 0.07% | +8,677+13.6% | Added |
| Standard Life Aberdeen plc | 73,771 | $5.46M | 0.01% | −1,718−2.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 75,253 | $5.50M | 0.01% | +25,253+50.5% | Added |
| Sheets Smith Wealth Management | 79,043 | $5.77M | 0.78% | −200−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,874 | $5.83M | 0.03% | +3,289+4.3% | Added |
| BNP Paribas Arbitrage, SA | 84,448 | $6.17M | 0.01% | −103,458−55.1% | Reduced |
| Employees Retirement System of Texas | 84,500 | $6.17M | 0.07% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 84,552 | $6.18M | 0.85% | +16,300+23.9% | Added |
| State of New Jersey Common Pension Fund D | 84,858 | $6.20M | 0.02% | +8,469+11.1% | Added |
| Forsta Ap-Fonden | 86,800 | $6.34M | 0.07% | +31,200+56.1% | Added |
| Stifel Financial Corp | 87,133 | $6.36M | 0.01% | +2,098+2.5% | Added |
| Handelsbanken Fonder AB | 88,021 | $6.43M | 0.03% | +14,434+19.6% | Added |