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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 88,065 | $6.43M | 0.01% | +428+0.5% | Added |
| Hoylecohen, LLC | 88,386 | $6.46M | 0.61% | +44,770+102.6% | Added |
| EWG Elevate Inc. | 88,939 | $6.50M | 2.69% | +5,088+6.1% | Added |
| Stony Point Wealth Management Inc. | 91,999 | $6.72M | 4.04% | +18,464+25.1% | Added |
| Neuberger Berman Group LLC | 94,052 | $6.84M | 0.01% | +1,203+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 94,035 | $6.88M | 0.14% | +4,853+5.4% | Added |
| State of Alaska, Department of Revenue | 94,602 | $6.91M | 0.07% | +20,339+27.4% | Added |
| State of Wisconsin Investment Board | 94,789 | $6.92M | 0.01% | +7,427+8.5% | Added |
| Janney Montgomery Scott LLC | 98,226 | $7.17M | 0.03% | +13,094+15.4% | Added |
| Nisa Investment Advisors, LLC | 98,926 | $7.23M | 0.04% | +8,107+8.9% | Added |
| Forward Management, LLC | 102,800 | $7.51M | 0.80% | −10,000−8.9% | Reduced |
| Allworth Financial LP | 103,681 | $7.57M | 0.13% | +566+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 104,151 | $7.61M | 0.02% | −1,678−1.6% | Reduced |
| Andra AP-fonden | 104,200 | $7.61M | 0.16% | +21,400+25.8% | Added |
| Bank of Montreal | 103,490 | $7.67M | 0.00% | +46,686+82.2% | Added |
| Nicholas Company, Inc. | 105,055 | $7.67M | 0.14% | +400.0% | Added |
| Eaton Vance Management | 111,410 | $7.80M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 106,989 | $7.81M | 0.05% | +38,398+56.0% | Added |
| Cetera Advisors LLC | 109,751 | $8.02M | 0.16% | +28,587+35.2% | Added |
| Morgan Dempsey Capital Management LLC | 109,785 | $8.02M | 2.64% | −5,774−5.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,947 | $8.32M | 0.04% | +10,718+10.4% | Added |
| Macquarie Group Ltd | 127,399 | $9.30M | 0.01% | −5,886−4.4% | Reduced |
| Susquehanna International Group, LLP | 129,484 | $9.46M | 0.01% | −23,640−15.4% | Reduced |
| Private Capital Advisors, Inc. | 131,201 | $9.58M | 1.60% | −1,269−1.0% | Reduced |
| GSI Capital Advisors LLC | 135,785 | $9.92M | 4.95% | +65,894+94.3% | Added |
| Exchange Traded Concepts, LLC | 135,888 | $9.93M | 0.25% | +33,873+33.2% | 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 |
| TruWealth Advisors, LLC | 141,694 | $10.3M | 1.15% | +3,132+2.3% | Added |
| Franklin Resources Inc | 148,590 | $10.9M | 0.00% | +38,856+35.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,300 | $11.5M | 0.04% | +69,412+79.0% | Added |
| AMP Capital Investors Ltd | 157,845 | $11.5M | 0.06% | −4,994−3.1% | Reduced |
| Pictet Asset Management SA | 158,732 | $11.6M | 0.01% | +158,732 | New |
| Gillson Capital LP | 162,094 | $11.8M | 0.87% | +162,094 | New |
| Cbre Clarion Securities LLC | 172,700 | $12.6M | 0.22% | +5,700+3.4% | Added |
| Alliancebernstein L.P. | 174,685 | $12.8M | 0.01% | −15,718−8.3% | Reduced |
| Rhumbline Advisers | 174,930 | $12.8M | 0.02% | −10,455−5.6% | Reduced |
| Virginia Retirement Systems Et Al | 180,700 | $13.2M | 0.14% | +90,100+99.4% | Added |
| Truist Financial Corp | 181,130 | $13.2M | 0.02% | +1,382+0.8% | Added |
| New York State Common Retirement Fund | 184,542 | $13.5M | 0.01% | −2,308−1.2% | Reduced |
| Balyasny Asset Management LLC | 186,626 | $13.6M | 0.07% | −29,752−13.8% | Reduced |
| Davenport & Co LLC | 187,637 | $13.7M | 0.10% | +26,746+16.6% | Added |
| State Board of Administration of Florida Retirement System | 191,415 | $14.0M | 0.03% | −3,819−2.0% | Reduced |
| HSBC Holdings PLC | 195,074 | $14.3M | 0.02% | −5,539−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 195,794 | $14.3M | 0.16% | +115,715+144.5% | Added |
| Nomura Asset Management Co Ltd | 201,215 | $14.7M | 0.08% | +4,810+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 202,720 | $14.8M | 0.07% | +555+0.3% | Added |
| STRS Ohio | 206,542 | $15.1M | 0.06% | +5,031+2.5% | Added |
| NN Investment Partners Holdings N.V. | 210,265 | $15.4M | 0.08% | +4,100+2.0% | Added |
| WealthPLAN Partners, LLC | 194,807 | $15.4M | 1.03% | +7,393+3.9% | Added |
| Deutsche Bank AG | 212,657 | $15.5M | 0.01% | +22,495+11.8% | Added |
| Amundi | 212,795 | $15.5M | 0.01% | +9,551+4.7% | Added |
| Great West Life Assurance Co | 212,396 | $15.6M | 0.04% | +23,154+12.2% | Added |
| Raymond James & Associates | 217,569 | $15.9M | 0.01% | +68,860+46.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 225,475 | $16.5M | 0.04% | −11,986−5.0% | Reduced |
| Centersquare Investment Management LLC | 227,660 | $16.6M | 0.17% | +6,041+2.7% | Added |
| Crawford Investment Counsel Inc | 238,987 | $17.5M | 0.36% | +10,266+4.5% | Added |
| HighTower Advisors, LLC | 242,870 | $17.7M | 0.05% | +1,589+0.7% | Added |
| Parametric Portfolio Associates LLC | 252,873 | $18.5M | 0.01% | +3,462+1.4% | Added |
| Invesco Ltd. | 262,360 | $19.2M | 0.00% | +9,048+3.6% | Added |
| Swedbank AB | 266,060 | $19.4M | 0.04% | +59,617+28.9% | Added |
| PGGM Investments | 275,747 | $20.1M | 0.10% | +116,378+73.0% | Added |
| Tudor Investment Corp Et Al | 277,861 | $20.3M | 0.42% | +207,284+293.7% | Added |
| Berkshire Asset Management LLC | 280,801 | $20.5M | 1.37% | +4,840+1.8% | Added |
| Public Employees Retirement System of Ohio | 287,566 | $21.0M | 0.07% | +2,274+0.8% | Added |
| Blackstone Group Inc. | 288,000 | $21.0M | 0.05% | +288,000 | New |
| Allianz Asset Management GmbH | 288,780 | $21.1M | 0.02% | +266,563+1,199.8% | Added |
| Royal Bank of Canada | 302,899 | $22.1M | 0.01% | +7,486+2.5% | Added |
| 1832 Asset Management L.P. | 297,420 | $22.1M | 0.04% | +15,425+5.5% | Added |
| California State Teachers Retirement System | 309,897 | $22.6M | 0.03% | +2,571+0.8% | Added |
| Geneos Wealth Management Inc. | 308,333 | $22.9M | 0.88% | −1,875−0.6% | Reduced |
| Envestnet Asset Management Inc | 318,630 | $23.3M | 0.01% | +21,692+7.3% | Added |
| Price T Rowe Associates Inc | 338,435 | $24.7M | 0.00% | −257,450−43.2% | Reduced |
| Credit Suisse AG | 341,528 | $24.9M | 0.02% | −30,394−8.2% | Reduced |
| Kempen Capital Management N.V. | 345,000 | $25.2M | 0.91% | +13,057+3.9% | Added |
| Advisor Group Holdings, Inc. | 365,697 | $26.7M | 0.06% | +10,382+2.9% | Added |
| Citigroup Inc | 380,911 | $27.8M | 0.03% | −14,667−3.7% | Reduced |
| Asset Management One Co.,Ltd. | 381,702 | $27.9M | 0.11% | +5,481+1.5% | Added |
| California Public Employees Retirement System | 406,171 | $29.7M | 0.02% | +8,230+2.1% | Added |
| Zacks Investment Management | 444,716 | $32.5M | 0.51% | +8,077+1.8% | Added |
| Nordea Investment Management AB | 468,838 | $34.6M | 0.05% | +40,452+9.4% | Added |
| Advisors Capital Management, LLC | 480,670 | $35.1M | 1.07% | +17,448+3.8% | Added |
| Presima Inc. | 481,700 | $35.2M | 6.29% | −204,400−29.8% | Reduced |
| Bank of America Corp | 490,157 | $35.8M | 0.00% | −32,171−6.2% | Reduced |
| Barclays PLC | 496,032 | $36.2M | 0.03% | +183,428+58.7% | Added |
| Old Republic International Corporation | 522,000 | $38.1M | 0.80% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 562,145 | $41.1M | 0.01% | +6,120+1.1% | Added |
| Nuveen Asset Management, LLC | 567,781 | $41.5M | 0.01% | −77,042−11.9% | Reduced |
| LPL Financial LLC | 606,406 | $44.3M | 0.04% | +32,804+5.7% | Added |
| Canada Pension Plan Investment Board | 610,085 | $44.6M | 0.05% | −24,591−3.9% | Reduced |
| Wells Fargo & Company | 612,636 | $44.7M | 0.01% | +97,514+18.9% | Added |
| Millennium Management LLC | 623,433 | $45.5M | 0.06% | +76,983+14.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 668,798 | $48.8M | 1.07% | +263,244+64.9% | Added |
| Swiss National Bank | 703,594 | $51.4M | 0.03% | −12,000−1.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 711,083 | $51.9M | 0.03% | −15,060−2.1% | Reduced |
| Bank of New York Mellon Corp | 765,049 | $55.9M | 0.01% | −10,558−1.4% | Reduced |
| Brown Advisory Inc | 768,088 | $56.1M | 0.08% | +11,304+1.5% | Added |
| Goldman Sachs Group Inc | 780,256 | $57.0M | 0.01% | +141,616+22.2% | Added |
| Brookfield Asset Management Inc. | 841,481 | $61.5M | 0.25% | −118,200−12.3% | Reduced |
| Epoch Investment Partners, Inc. | 927,447 | $67.7M | 0.38% | +89,602+10.7% | Added |