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, Q4 2021
Institutional positions in W. P. Carey Inc. as of Dec 31, 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
- 768
- +64 vs. Q3 2021
- Shares held
- 113.4M
- +2.07M (+1.9%) vs. Q3 2021
- Total value
- $9.31B
- +$1.17B (+14.3%) vs. Q3 2021
- New holders
- 137
- 286 more added
- Sold out
- 73
- 197 more reduced
13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,318,273 | $2.16B | 0.05% | +270,531+1.0% | Added |
| BlackRock Inc. | 14,112,099 | $1.16B | 0.03% | +722,076+5.4% | Added |
| State Street Corp | 8,171,792 | $679.0M | 0.03% | +605,568+8.0% | Added |
| JPMorgan Chase & Co | 4,879,613 | $400.4M | 0.05% | +3,342+0.1% | Added |
| Geode Capital Management, LLC | 3,043,613 | $249.4M | 0.03% | +123,647+4.2% | Added |
| Dimensional Fund Advisors LP | 2,528,883 | $207.5M | 0.06% | −36,512−1.4% | Reduced |
| Legal & General Group Plc | 2,008,261 | $164.8M | 0.05% | −11,943−0.6% | Reduced |
| Norges Bank | 1,827,992 | $150.0M | 0.03% | +45,028+2.5% | Added |
| Charles Schwab Investment Management Inc | 1,817,908 | $149.2M | 0.04% | +57,560+3.3% | Added |
| Massachusetts Financial Services Co | 1,534,378 | $125.9M | 0.03% | +12,421+0.8% | Added |
| Northern Trust Corp | 1,514,644 | $124.3M | 0.02% | −35,727−2.3% | Reduced |
| UBS Group AG | 1,454,240 | $119.3M | 0.05% | −59,666−3.9% | Reduced |
| UBS Asset Management Americas Inc | 1,443,134 | $118.4M | 0.05% | +100,949+7.5% | Added |
| APG Asset Management US Inc. | 1,394,800 | $114.4M | 0.61% | −358,000−20.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,393,893 | $114.4M | 0.26% | +19,739+1.4% | Added |
| Ameriprise Financial Inc | 1,325,429 | $108.2M | 0.03% | +763,284+135.8% | Added |
| Morgan Stanley | 1,245,988 | $102.2M | 0.01% | −17,331−1.4% | Reduced |
| Bank of New York Mellon Corp | 1,069,568 | $87.8M | 0.02% | +304,519+39.8% | Added |
| Epoch Investment Partners, Inc. | 949,863 | $77.9M | 0.40% | +22,416+2.4% | Added |
| Brookfield Asset Management Inc. | 815,934 | $66.9M | 0.26% | −25,547−3.0% | Reduced |
| Brown Advisory Inc | 776,641 | $63.7M | 0.08% | +8,553+1.1% | Added |
| Goldman Sachs Group Inc | 762,886 | $62.6M | 0.02% | −17,370−2.2% | Reduced |
| Canada Pension Plan Investment Board | 751,640 | $61.7M | 0.07% | +141,555+23.2% | Added |
| Swiss National Bank | 703,094 | $57.7M | 0.03% | −500−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 700,728 | $57.5M | 0.03% | −10,355−1.5% | Reduced |
| Nordea Investment Management AB | 644,088 | $53.0M | 0.06% | +175,250+37.4% | Added |
| Ranger Global Real Estate Advisors, LLC | 634,785 | $52.1M | 4.60% | −454,329−41.7% | Reduced |
| LPL Financial LLC | 625,096 | $51.3M | 0.04% | +18,690+3.1% | Added |
| Nuveen Asset Management, LLC | 555,708 | $45.6M | 0.01% | −12,073−2.1% | Reduced |
| Wells Fargo & Company | 526,594 | $43.2M | 0.01% | −86,042−14.0% | Reduced |
| Old Republic International Corporation | 522,000 | $42.8M | 0.81% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 499,889 | $41.0M | 1.11% | +19,219+4.0% | Added |
| Bank of America Corp | 491,904 | $40.4M | 0.00% | +1,747+0.4% | Added |
| Asset Management One Co.,Ltd. | 465,807 | $38.7M | 0.13% | +84,105+22.0% | Added |
| Presima Inc. | 452,000 | $37.1M | 6.33% | −29,700−6.2% | Reduced |
| Zacks Investment Management | 444,621 | $36.5M | 0.51% | −950.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 405,823 | $33.3M | 0.77% | −262,975−39.3% | Reduced |
| Barclays PLC | 400,275 | $32.8M | 0.02% | −95,757−19.3% | Reduced |
| California Public Employees Retirement System | 395,920 | $32.5M | 0.02% | −10,251−2.5% | Reduced |
| Balyasny Asset Management LLC | 383,804 | $31.5M | 0.13% | +197,178+105.7% | Added |
| Advisor Group Holdings, Inc. | 364,459 | $29.9M | 0.06% | −1,238−0.3% | Reduced |
| Credit Suisse AG | 347,518 | $28.5M | 0.02% | +5,990+1.8% | Added |
| Citigroup Inc | 338,184 | $27.7M | 0.03% | −42,727−11.2% | Reduced |
| Kempen Capital Management N.V. | 335,200 | $27.5M | 0.85% | −9,800−2.8% | Reduced |
| Envestnet Asset Management Inc | 333,857 | $27.4M | 0.01% | +15,227+4.8% | Added |
| Price T Rowe Associates Inc | 328,592 | $27.0M | 0.00% | −9,843−2.9% | Reduced |
| Royal Bank of Canada | 319,950 | $26.3M | 0.01% | +17,051+5.6% | Added |
| Renaissance Technologies LLC | 319,300 | $26.2M | 0.03% | +315,400+8,087.2% | Added |
| California State Teachers Retirement System | 319,224 | $26.2M | 0.03% | +9,327+3.0% | Added |
| Allianz Asset Management GmbH | 317,937 | $26.1M | 0.02% | +29,157+10.1% | Added |
| Geneos Wealth Management Inc. | 306,298 | $25.1M | 0.96% | −2,035−0.7% | Reduced |
| 1832 Asset Management L.P. | 300,057 | $24.9M | 0.04% | +2,637+0.9% | Added |
| Centersquare Investment Management LLC | 294,993 | $24.2M | 0.22% | +67,333+29.6% | Added |
| Berkshire Asset Management LLC | 284,617 | $23.4M | 1.42% | +3,816+1.4% | Added |
| Deutsche Bank AG | 279,640 | $22.9M | 0.01% | +66,983+31.5% | Added |
| PGGM Investments | 274,986 | $22.6M | 0.11% | −761−0.3% | Reduced |
| Invesco Ltd. | 272,938 | $22.4M | 0.01% | +10,578+4.0% | Added |
| Public Employees Retirement System of Ohio | 272,311 | $22.3M | 0.08% | −15,255−5.3% | Reduced |
| Parametric Portfolio Associates LLC | 262,915 | $21.6M | 0.01% | +10,042+4.0% | Added |
| HighTower Advisors, LLC | 250,395 | $20.5M | 0.04% | +7,525+3.1% | Added |
| Crawford Investment Counsel Inc | 245,958 | $20.2M | 0.38% | +6,971+2.9% | Added |
| Raymond James & Associates | 240,044 | $19.7M | 0.02% | +22,475+10.3% | Added |
| Swedbank AB | 236,477 | $19.4M | 0.03% | −29,583−11.1% | Reduced |
| STRS Ohio | 227,957 | $18.7M | 0.06% | +21,415+10.4% | Added |
| Great West Life Assurance Co | 223,746 | $18.3M | 0.04% | +11,350+5.3% | Added |
| Schonfeld Strategic Advisors LLC | 221,777 | $18.2M | 0.18% | +25,983+13.3% | Added |
| Amundi | 227,730 | $18.2M | 0.01% | +14,935+7.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 213,165 | $17.5M | 0.04% | −12,310−5.5% | Reduced |
| Nomura Asset Management Co Ltd | 210,865 | $17.3M | 0.09% | +9,650+4.8% | Added |
| Citadel Advisors LLC | 210,386 | $17.3M | 0.02% | +147,782+236.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 206,300 | $16.9M | 0.08% | +3,580+1.8% | Added |
| NN Investment Partners Holdings N.V. | 199,165 | $16.3M | 0.08% | −11,100−5.3% | Reduced |
| HSBC Holdings PLC | 197,888 | $16.2M | 0.02% | +2,814+1.4% | Added |
| State Board of Administration of Florida Retirement System | 192,471 | $15.8M | 0.03% | +1,056+0.6% | Added |
| WealthPLAN Partners, LLC | 201,429 | $15.6M | 1.03% | +6,622+3.4% | Added |
| Virginia Retirement Systems Et Al | 189,500 | $15.5M | 0.14% | +8,800+4.9% | Added |
| New York State Common Retirement Fund | 187,692 | $15.4M | 0.02% | +3,150+1.7% | Added |
| Davenport & Co LLC | 184,870 | $15.2M | 0.10% | −2,767−1.5% | Reduced |
| Rhumbline Advisers | 180,697 | $14.8M | 0.02% | +5,767+3.3% | Added |
| Cbre Clarion Securities LLC | 179,400 | $14.7M | 0.21% | +6,700+3.9% | Added |
| Alliancebernstein L.P. | 174,593 | $14.3M | 0.01% | −92−0.1% | Reduced |
| Gillson Capital LP | 172,330 | $14.1M | 0.92% | +10,236+6.3% | Added |
| First Trust Advisors LP | 166,941 | $13.7M | 0.01% | +94,567+130.7% | Added |
| Truist Financial Corp | 163,197 | $13.4M | 0.02% | −17,933−9.9% | Reduced |
| TruWealth Advisors, LLC | 147,640 | $12.1M | 1.23% | +5,946+4.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 147,334 | $12.1M | 0.04% | −9,966−6.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 146,034 | $12.0M | 0.02% | +9,603+7.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 144,824 | $11.9M | 0.06% | +64,950+81.3% | Added |
| Pictet Asset Management SA | 140,730 | $11.5M | 0.01% | −18,002−11.3% | Reduced |
| Commerce Bank | 138,337 | $11.3M | 0.07% | +1,898+1.4% | Added |
| Franklin Resources Inc | 138,273 | $11.3M | 0.00% | −10,317−6.9% | Reduced |
| State of Wisconsin Investment Board | 136,207 | $11.2M | 0.02% | +41,418+43.7% | Added |
| Exchange Traded Concepts, LLC | 135,330 | $11.1M | 0.22% | −558−0.4% | Reduced |
| Private Capital Advisors, Inc. | 128,725 | $10.6M | 1.68% | −2,476−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 122,924 | $9.99M | 0.04% | +8,977+7.9% | Added |
| Cetera Advisors LLC | 116,198 | $9.53M | 0.19% | +6,447+5.9% | Added |
| Eaton Vance Management | 111,410 | $9.14M | 0.01% | 00.0% | Unchanged |
| Andra AP-fonden | 109,600 | $8.99M | 0.18% | +5,400+5.2% | Added |
| Janney Montgomery Scott LLC | 108,727 | $8.92M | 0.03% | +10,501+10.7% | Added |
| Morgan Dempsey Capital Management LLC | 106,128 | $8.71M | 2.71% | −3,657−3.3% | Reduced |