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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 111,410 | $7.80M | 0.01% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 105,055 | $7.67M | 0.14% | +400.0% | Added |
| Bank of Montreal | 103,490 | $7.67M | 0.00% | +46,686+82.2% | Added |
| Andra AP-fonden | 104,200 | $7.61M | 0.16% | +21,400+25.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 104,151 | $7.61M | 0.02% | −1,678−1.6% | Reduced |
| Allworth Financial LP | 103,681 | $7.57M | 0.13% | +566+0.5% | Added |
| Forward Management, LLC | 102,800 | $7.51M | 0.80% | −10,000−8.9% | Reduced |
| Nisa Investment Advisors, LLC | 98,926 | $7.23M | 0.04% | +8,107+8.9% | Added |
| Janney Montgomery Scott LLC | 98,226 | $7.17M | 0.03% | +13,094+15.4% | Added |
| State of Wisconsin Investment Board | 94,789 | $6.92M | 0.01% | +7,427+8.5% | Added |
| State of Alaska, Department of Revenue | 94,602 | $6.91M | 0.07% | +20,339+27.4% | Added |
| Cullen/Frost Bankers, Inc. | 94,035 | $6.88M | 0.14% | +4,853+5.4% | Added |
| Neuberger Berman Group LLC | 94,052 | $6.84M | 0.01% | +1,203+1.3% | Added |
| Stony Point Wealth Management Inc. | 91,999 | $6.72M | 4.04% | +18,464+25.1% | Added |
| EWG Elevate Inc. | 88,939 | $6.50M | 2.69% | +5,088+6.1% | Added |
| Hoylecohen, LLC | 88,386 | $6.46M | 0.61% | +44,770+102.6% | Added |
| TD Asset Management Inc | 88,065 | $6.43M | 0.01% | +428+0.5% | Added |
| Handelsbanken Fonder AB | 88,021 | $6.43M | 0.03% | +14,434+19.6% | Added |
| Stifel Financial Corp | 87,133 | $6.36M | 0.01% | +2,098+2.5% | Added |
| Forsta Ap-Fonden | 86,800 | $6.34M | 0.07% | +31,200+56.1% | Added |
| State of New Jersey Common Pension Fund D | 84,858 | $6.20M | 0.02% | +8,469+11.1% | Added |
| Te Ahumairangi Investment Management Ltd | 84,552 | $6.18M | 0.85% | +16,300+23.9% | Added |
| Employees Retirement System of Texas | 84,500 | $6.17M | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 84,448 | $6.17M | 0.01% | −103,458−55.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,874 | $5.83M | 0.03% | +3,289+4.3% | Added |
| Sheets Smith Wealth Management | 79,043 | $5.77M | 0.78% | −200−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 75,253 | $5.50M | 0.01% | +25,253+50.5% | Added |
| Standard Life Aberdeen plc | 73,771 | $5.46M | 0.01% | −1,718−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 72,705 | $5.31M | 0.07% | +8,677+13.6% | Added |
| First Trust Advisors LP | 72,374 | $5.29M | 0.01% | −6,649−8.4% | Reduced |
| Rock Point Advisors, LLC | 71,782 | $5.24M | 1.54% | −1,787−2.4% | Reduced |
| Surevest, LLC | 69,516 | $5.08M | 1.28% | +8,498+13.9% | Added |
| Inspirion Wealth Advisors, LLC | 69,472 | $5.07M | 1.17% | −107−0.2% | Reduced |
| FMR LLC | 69,442 | $5.07M | 0.00% | −1,750−2.5% | Reduced |
| Van Eck Associates Corp | 68,788 | $5.02M | 0.01% | +20,127+41.4% | Added |
| Two Sigma Investments, LP | 68,708 | $5.02M | 0.01% | −78,214−53.2% | Reduced |
| Treasurer of the State of North Carolina | 68,583 | $5.01M | 0.03% | +4,559+7.1% | Added |
| Royal London Asset Management Ltd | 64,761 | $4.73M | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 63,985 | $4.67M | 0.03% | +2,504+4.1% | Added |
| Hudson Bay Capital Management LP | 62,842 | $4.59M | 0.06% | +62,842 | New |
| Guggenheim Capital LLC | 62,713 | $4.58M | 0.03% | −2,120−3.3% | Reduced |
| Citadel Advisors LLC | 62,604 | $4.57M | 0.01% | +44,395+243.8% | Added |
| Karpas Strategies, LLC | 57,825 | $4.53M | 1.50% | 00.0% | Unchanged |
| Blair William & Co | 61,939 | $4.52M | 0.02% | +1,278+2.1% | Added |
| Storebrand Asset Management AS | 61,929 | $4.52M | 0.02% | +6,803+12.3% | Added |
| HGI Capital Management, LLC | 61,700 | $4.51M | 1.82% | +61,700 | New |
| Gateway Investment Advisers LLC | 60,965 | $4.45M | 0.05% | −29,199−32.4% | Reduced |
| Pensionfund DSM Netherlands | 59,800 | $4.37M | 0.56% | +2,000+3.5% | Added |
| Mutual Advisors, LLC | 59,521 | $4.35M | 0.26% | +4,456+8.1% | Added |
| Demars Financial Group, LLC | 59,306 | $4.33M | 2.55% | +53,258+880.6% | Added |
| Bessemer Group Inc | 56,587 | $4.13M | 0.01% | +3,940+7.5% | Added |
| Aviva PLC | 55,546 | $4.06M | 0.02% | −824−1.5% | Reduced |
| Cetera Investment Advisers | 55,231 | $4.03M | 0.06% | +3,234+6.2% | Added |
| Thrivent Financial for Lutherans | 55,079 | $4.02M | 0.01% | +4,744+9.4% | Added |
| Wellington Shields Capital Management, LLC | 54,733 | $4.00M | 0.55% | +111+0.2% | Added |
| Korea Investment CORP | 52,900 | $3.86M | 0.01% | −68,800−56.5% | Reduced |
| Toronto Dominion Bank | 52,792 | $3.86M | 0.01% | −2,333−4.2% | Reduced |
| SOA Wealth Advisors, LLC. | 52,529 | $3.84M | 0.98% | +378+0.7% | Added |
| Private Advisor Group, LLC | 52,015 | $3.80M | 0.02% | +4,825+10.2% | Added |
| Meritage Portfolio Management | 52,013 | $3.80M | 0.23% | −176−0.3% | Reduced |
| SEI Investments Co | 51,271 | $3.74M | 0.01% | +17,278+50.8% | Added |
| Pensionfund Sabic | 50,704 | $3.70M | 0.78% | +27,000+113.9% | Added |
| Nkcfo LLC | 50,400 | $3.68M | 1.23% | 00.0% | Unchanged |
| Arizona State Retirement System | 49,944 | $3.65M | 0.03% | +366+0.7% | Added |
| Hallmark Capital Management Inc | 49,821 | $3.64M | 0.32% | +605+1.2% | Added |
| Mariner, LLC | 49,218 | $3.60M | 0.02% | +36,960+301.5% | Added |
| MML Investors Services, LLC | 49,164 | $3.59M | 0.03% | +3,453+7.6% | Added |
| Beacon Pointe Advisors, LLC | 48,424 | $3.54M | 0.09% | +19,249+66.0% | Added |
| Capital Square, LLC | 46,583 | $3.45M | 2.45% | −1,616−3.4% | Reduced |
| NewSquare Capital LLC | 45,466 | $3.32M | 0.39% | +1,561+3.6% | Added |
| AdvisorNet Financial, Inc | 45,346 | $3.31M | 0.23% | +17,094+60.5% | Added |
| The PNC Financial Services Group, Inc. | 45,201 | $3.30M | 0.00% | +1,607+3.7% | Added |
| Russell Investments Group, Ltd. | 44,564 | $3.26M | 0.01% | +10,721+31.7% | Added |
| Hantz Financial Services, Inc. | 44,508 | $3.25M | 0.11% | +5,260+13.4% | Added |
| Cozad Asset Management Inc | 43,378 | $3.17M | 0.49% | +170+0.4% | Added |
| Bahl & Gaynor Inc | 42,103 | $3.08M | 0.02% | −1,067−2.5% | Reduced |
| Cetera Advisor Networks LLC | 42,076 | $3.07M | 0.04% | +1,468+3.6% | Added |
| Rench Wealth Management, Inc. | 41,461 | $3.03M | 1.50% | +376+0.9% | Added |
| Janus Henderson Group PLC | 41,311 | $3.02M | 0.00% | −11,411−21.6% | Reduced |
| Evanson Asset Management, LLC | 39,411 | $2.97M | 0.31% | −206−0.5% | Reduced |
| Colonial Trust Advisors | 40,277 | $2.94M | 0.36% | +6,962+20.9% | Added |
| HighPoint Advisor Group LLC | 39,838 | $2.91M | 0.29% | −3,430−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 39,671 | $2.90M | 0.05% | +92+0.2% | Added |
| Ensign Peak Advisors, Inc | 39,300 | $2.87M | 0.01% | −21,195−35.0% | Reduced |
| RPg Family Wealth Advisory, LLC | 38,708 | $2.87M | 1.21% | +2,394+6.6% | Added |
| Creative Planning | 38,771 | $2.83M | 0.01% | −1,031−2.6% | Reduced |
| USS Investment Management Ltd | 38,738 | $2.83M | 0.02% | +38,738 | New |
| SeaBridge Investment Advisors LLC | 36,916 | $2.70M | 0.89% | −28−0.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,938 | $2.63M | 0.02% | −2,400−6.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 35,600 | $2.60M | 0.01% | −16,802−32.1% | Reduced |
| Excalibur Management Corp | 35,574 | $2.60M | 1.14% | +687+2.0% | Added |
| First Republic Investment Management, Inc. | 35,156 | $2.57M | 0.01% | +4,869+16.1% | Added |
| Weaver Consulting Group | 35,120 | $2.56M | 1.39% | +1,427+4.2% | Added |
| Nissay Asset Management Corp | 35,061 | $2.56M | 0.02% | +1,679+5.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,760 | $2.54M | 2.17% | −100−0.3% | Reduced |
| Victory Capital Management Inc | 34,587 | $2.53M | 0.00% | −464−1.3% | Reduced |
| Eii Capital Management, Inc. | 33,822 | $2.47M | 1.17% | 00.0% | Unchanged |
| National Asset Management, Inc. | 33,247 | $2.43M | 0.08% | +3,332+11.1% | Added |
| Utah Retirement Systems | 33,076 | $2.42M | 0.03% | −400−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 33,058 | $2.41M | 0.01% | +1,268+4.0% | Added |