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 |
|---|---|---|---|---|---|
| Ranger Global Real Estate Advisors, LLC | 1,089,114 | $79.5M | 6.18% | +64,953+6.3% | Added |
| Morgan Stanley | 1,263,319 | $92.3M | 0.01% | +139,292+12.4% | Added |
| UBS Asset Management Americas Inc | 1,342,185 | $98.0M | 0.04% | +42,664+3.3% | Added |
| Commonwealth Equity Services, LLC | 1,374,154 | $100.4M | 0.25% | +46,287+3.5% | Added |
| UBS Group AG | 1,513,906 | $110.6M | 0.05% | −129,006−7.9% | Reduced |
| Massachusetts Financial Services Co | 1,521,957 | $111.2M | 0.03% | +22,144+1.5% | Added |
| Northern Trust Corp | 1,550,371 | $113.2M | 0.02% | −97,422−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,760,348 | $128.6M | 0.04% | +504,668+40.2% | Added |
| APG Asset Management US Inc. | 1,752,800 | $130.0M | 0.80% | −37,000−2.1% | Reduced |
| Norges Bank | 1,782,964 | $130.2M | 0.03% | +26,356+1.5% | Added |
| Legal & General Group Plc | 2,020,204 | $147.6M | 0.05% | +16,246+0.8% | Added |
| Dimensional Fund Advisors LP | 2,565,395 | $187.4M | 0.06% | +58,324+2.3% | Added |
| Geode Capital Management, LLC | 2,919,966 | $213.0M | 0.03% | −71,776−2.4% | Reduced |
| JPMorgan Chase & Co | 4,876,271 | $356.2M | 0.05% | +173,773+3.7% | Added |
| State Street Corp | 7,566,224 | $560.5M | 0.03% | +241,933+3.3% | Added |
| BlackRock Inc. | 13,390,023 | $978.0M | 0.03% | −20,202−0.2% | Reduced |
| Vanguard Group Inc | 26,047,742 | $1.90B | 0.05% | +897,468+3.6% | Added |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −257,765−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −202,619−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −98,400−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −71,414−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −67,900−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −61,900−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −53,057−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −27,384−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −18,259−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,898−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −13,839−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,801−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,803−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,608−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −5,656−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −4,741−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −4,686−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,962−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,038−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,849−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Monumental Financial Group Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Allegiant Private Advisors, LLC | – | – | – | – | Not filed |
| M Holdings Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Northstar Investment Advisors LLC | – | – | – | – | Not filed |
| Horan Securities, Inc. | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |