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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 213,165 | $17.5M | 0.04% | −12,310−5.5% | Reduced |
| Amundi | 227,730 | $18.2M | 0.01% | +14,935+7.0% | Added |
| Schonfeld Strategic Advisors LLC | 221,777 | $18.2M | 0.18% | +25,983+13.3% | Added |
| Great West Life Assurance Co | 223,746 | $18.3M | 0.04% | +11,350+5.3% | Added |
| STRS Ohio | 227,957 | $18.7M | 0.06% | +21,415+10.4% | Added |
| Swedbank AB | 236,477 | $19.4M | 0.03% | −29,583−11.1% | Reduced |
| Raymond James & Associates | 240,044 | $19.7M | 0.02% | +22,475+10.3% | Added |
| Crawford Investment Counsel Inc | 245,958 | $20.2M | 0.38% | +6,971+2.9% | Added |
| HighTower Advisors, LLC | 250,395 | $20.5M | 0.04% | +7,525+3.1% | Added |
| Parametric Portfolio Associates LLC | 262,915 | $21.6M | 0.01% | +10,042+4.0% | Added |
| Public Employees Retirement System of Ohio | 272,311 | $22.3M | 0.08% | −15,255−5.3% | Reduced |
| Invesco Ltd. | 272,938 | $22.4M | 0.01% | +10,578+4.0% | Added |
| PGGM Investments | 274,986 | $22.6M | 0.11% | −761−0.3% | Reduced |
| Deutsche Bank AG | 279,640 | $22.9M | 0.01% | +66,983+31.5% | Added |
| Berkshire Asset Management LLC | 284,617 | $23.4M | 1.42% | +3,816+1.4% | Added |
| Centersquare Investment Management LLC | 294,993 | $24.2M | 0.22% | +67,333+29.6% | Added |
| 1832 Asset Management L.P. | 300,057 | $24.9M | 0.04% | +2,637+0.9% | Added |
| Geneos Wealth Management Inc. | 306,298 | $25.1M | 0.96% | −2,035−0.7% | Reduced |
| Allianz Asset Management GmbH | 317,937 | $26.1M | 0.02% | +29,157+10.1% | Added |
| California State Teachers Retirement System | 319,224 | $26.2M | 0.03% | +9,327+3.0% | Added |
| Renaissance Technologies LLC | 319,300 | $26.2M | 0.03% | +315,400+8,087.2% | Added |
| Royal Bank of Canada | 319,950 | $26.3M | 0.01% | +17,051+5.6% | Added |
| Price T Rowe Associates Inc | 328,592 | $27.0M | 0.00% | −9,843−2.9% | Reduced |
| Envestnet Asset Management Inc | 333,857 | $27.4M | 0.01% | +15,227+4.8% | Added |
| Kempen Capital Management N.V. | 335,200 | $27.5M | 0.85% | −9,800−2.8% | Reduced |
| Citigroup Inc | 338,184 | $27.7M | 0.03% | −42,727−11.2% | Reduced |
| Credit Suisse AG | 347,518 | $28.5M | 0.02% | +5,990+1.8% | Added |
| Advisor Group Holdings, Inc. | 364,459 | $29.9M | 0.06% | −1,238−0.3% | Reduced |
| Balyasny Asset Management LLC | 383,804 | $31.5M | 0.13% | +197,178+105.7% | Added |
| California Public Employees Retirement System | 395,920 | $32.5M | 0.02% | −10,251−2.5% | Reduced |
| Barclays PLC | 400,275 | $32.8M | 0.02% | −95,757−19.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 405,823 | $33.3M | 0.77% | −262,975−39.3% | Reduced |
| Zacks Investment Management | 444,621 | $36.5M | 0.51% | −950.0% | Reduced |
| Presima Inc. | 452,000 | $37.1M | 6.33% | −29,700−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 465,807 | $38.7M | 0.13% | +84,105+22.0% | Added |
| Bank of America Corp | 491,904 | $40.4M | 0.00% | +1,747+0.4% | Added |
| Advisors Capital Management, LLC | 499,889 | $41.0M | 1.11% | +19,219+4.0% | Added |
| Old Republic International Corporation | 522,000 | $42.8M | 0.81% | 00.0% | Unchanged |
| Wells Fargo & Company | 526,594 | $43.2M | 0.01% | −86,042−14.0% | Reduced |
| Nuveen Asset Management, LLC | 555,708 | $45.6M | 0.01% | −12,073−2.1% | Reduced |
| LPL Financial LLC | 625,096 | $51.3M | 0.04% | +18,690+3.1% | Added |
| Ranger Global Real Estate Advisors, LLC | 634,785 | $52.1M | 4.60% | −454,329−41.7% | Reduced |
| Nordea Investment Management AB | 644,088 | $53.0M | 0.06% | +175,250+37.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 700,728 | $57.5M | 0.03% | −10,355−1.5% | Reduced |
| Swiss National Bank | 703,094 | $57.7M | 0.03% | −500−0.1% | Reduced |
| Canada Pension Plan Investment Board | 751,640 | $61.7M | 0.07% | +141,555+23.2% | Added |
| Goldman Sachs Group Inc | 762,886 | $62.6M | 0.02% | −17,370−2.2% | Reduced |
| Brown Advisory Inc | 776,641 | $63.7M | 0.08% | +8,553+1.1% | Added |
| Brookfield Asset Management Inc. | 815,934 | $66.9M | 0.26% | −25,547−3.0% | Reduced |
| Epoch Investment Partners, Inc. | 949,863 | $77.9M | 0.40% | +22,416+2.4% | Added |
| Bank of New York Mellon Corp | 1,069,568 | $87.8M | 0.02% | +304,519+39.8% | Added |
| Morgan Stanley | 1,245,988 | $102.2M | 0.01% | −17,331−1.4% | Reduced |
| Ameriprise Financial Inc | 1,325,429 | $108.2M | 0.03% | +763,284+135.8% | Added |
| Commonwealth Equity Services, LLC | 1,393,893 | $114.4M | 0.26% | +19,739+1.4% | Added |
| APG Asset Management US Inc. | 1,394,800 | $114.4M | 0.61% | −358,000−20.4% | Reduced |
| UBS Asset Management Americas Inc | 1,443,134 | $118.4M | 0.05% | +100,949+7.5% | Added |
| UBS Group AG | 1,454,240 | $119.3M | 0.05% | −59,666−3.9% | Reduced |
| Northern Trust Corp | 1,514,644 | $124.3M | 0.02% | −35,727−2.3% | Reduced |
| Massachusetts Financial Services Co | 1,534,378 | $125.9M | 0.03% | +12,421+0.8% | Added |
| Charles Schwab Investment Management Inc | 1,817,908 | $149.2M | 0.04% | +57,560+3.3% | Added |
| Norges Bank | 1,827,992 | $150.0M | 0.03% | +45,028+2.5% | Added |
| Legal & General Group Plc | 2,008,261 | $164.8M | 0.05% | −11,943−0.6% | Reduced |
| Dimensional Fund Advisors LP | 2,528,883 | $207.5M | 0.06% | −36,512−1.4% | Reduced |
| Geode Capital Management, LLC | 3,043,613 | $249.4M | 0.03% | +123,647+4.2% | Added |
| JPMorgan Chase & Co | 4,879,613 | $400.4M | 0.05% | +3,342+0.1% | Added |
| State Street Corp | 8,171,792 | $679.0M | 0.03% | +605,568+8.0% | Added |
| BlackRock Inc. | 14,112,099 | $1.16B | 0.03% | +722,076+5.4% | Added |
| Vanguard Group Inc | 26,318,273 | $2.16B | 0.05% | +270,531+1.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −623,433−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −288,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −277,861−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −106,989−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −68,708−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −62,842−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −61,700−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −33,822−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,609−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −27,672−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −23,424−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,002−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| BEAM Asset Management, LLC | 0 | $0 | 0.00% | −15,003−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,265−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,743−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −13,365−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,252−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −8,595−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −8,514−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,139−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,091−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −6,891−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,073−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −4,767−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |